Forecast for the Mobile Backhaul Market  Directions for Microwave Backhaul               Jimmy Yu                 BBWF 2011
Presentation         Mobile Broadband Drives Change         Cell Site Backhaul Demand Intensify         Demand for Point-t...
Total Mobile Subscribers                          8     WiMAX                                LTE                          ...
Mobile Broadband Subscribers                          4     WiMAX                                LTESubscribers in Billion...
Presentation         Mobile Broadband Drives Change         Cell Site Backhaul Demand Intensify         Demand for Point-t...
Global Cell Site Demand                     6                                Latin America                                ...
Cell Site Backhaul Capacity                                 UMTS              HSPA       HSPA+       LTE  RAN Peak Through...
Presentation         Mobile Broadband Drives Change         Cell Site Backhaul Demand Intensify         Demand for Point-t...
Mobile Backhaul Market                        $9.0     Routers & Switches                                 Fiber / Copper  ...
PtP Microwave Market                               Packet          Hybrid           TDM                100%Revenue Share  ...
Radio Transceiver Shipments                             3Unit Shipments in Millions                                       ...
PtP Microwave Market Regions                                              North America                                   ...
PtP Microwave Vendor Landscape                             Trailing Four-Quarter Revenue: $5 Billion             $0.8 B   ...
Thank YouPage 14       © 2011 Dell’Oro Group
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Jimmy Yu - Dell'oro Group - Forecast for the Mobile Backhaul Market Directions for Microwave Backhaulasterclass d2

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Jimmy Yu - Dell'oro Group - Forecast for the Mobile Backhaul Market Directions for Microwave Backhaul

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Jimmy Yu - Dell'oro Group - Forecast for the Mobile Backhaul Market Directions for Microwave Backhaulasterclass d2

  1. 1. Forecast for the Mobile Backhaul Market Directions for Microwave Backhaul Jimmy Yu BBWF 2011
  2. 2. Presentation Mobile Broadband Drives Change Cell Site Backhaul Demand Intensify Demand for Point-to-Point Microwave  Shift to Ethernet  Vendor LandscapePage 2 © 2011 Dell’Oro Group
  3. 3. Total Mobile Subscribers 8 WiMAX LTE HSPASubscribers in Billions CDMA GSM 4 2009 2010 2011 2012 2013 2014 2015Page 3 © 2011 Dell’Oro Group
  4. 4. Mobile Broadband Subscribers 4 WiMAX LTESubscribers in Billions EV-DO HSPA 4X Growth 2 2009 2010 2011 2012 2013 2014 2015Page 4 © 2011 Dell’Oro Group
  5. 5. Presentation Mobile Broadband Drives Change Cell Site Backhaul Demand Intensify Demand for Point-to-Point Microwave  Shift to Ethernet  Vendor LandscapePage 5 © 2011 Dell’Oro Group
  6. 6. Global Cell Site Demand 6 Latin America Asia Pacific EMEA North AmericaNumber in Millions 3 0 2009 2010 2011 2012 2013 2014 2015 Page 6 © 2011 Dell’Oro Group
  7. 7. Cell Site Backhaul Capacity UMTS HSPA HSPA+ LTE RAN Peak Throughput 2 Mbps 14 Mbps 42 Mbps 100 Mbps RAN Average Throughput 0.25 Mbps 3 Mbps 5 Mbps 10 Mbps Min Cell Site Backhaul * 1 Mbps 12 Mbps 20 Mbps 40 Mbps Average Cell Site 3 Mbps 36 Mbps 60 Mbps 120 Mbps Backhaul (interface) (2 E1) (18 E1) (100 MbE) (1 GigE) * Calculated as 30% above the RAN average bandwidth of a 3 sector antenna.Page 7 © 2011 Dell’Oro Group
  8. 8. Presentation Mobile Broadband Drives Change Cell Site Backhaul Demand Intensify Demand for Point-to-Point Microwave  Shift to Ethernet  Vendor LandscapePage 8 © 2011 Dell’Oro Group
  9. 9. Mobile Backhaul Market $9.0 Routers & Switches Fiber / Copper MicrowaveRevenue in $ Billions $4.5 $0.0 2009 2010 2011 2012 2013 2014 2015 Page 9 © 2011 Dell’Oro Group
  10. 10. PtP Microwave Market Packet Hybrid TDM 100%Revenue Share 50% 0% 2009 2010 2011 2012 2013 2014 2015 Page 10 © 2011 Dell’Oro Group
  11. 11. Radio Transceiver Shipments 3Unit Shipments in Millions Ultra-High Capacity High Capacity Low Capacity 2 1 0 2009 2010 2011 2012 2013 2014 2015 Page 11 © 2011 Dell’Oro Group
  12. 12. PtP Microwave Market Regions North America Europe 12% Middle East, Africa 26% Asia Pacific 11% Latin America 23% 28%Page 12 © 2011 Dell’Oro Group
  13. 13. PtP Microwave Vendor Landscape Trailing Four-Quarter Revenue: $5 Billion $0.8 B $0.6 B $3.5 B 100% NEC Ericsson Alcatel-Lucent Alcatel-Lucent Huawei 50% Ericsson Nokia Siemens NEC Ceragon Aviat Networks Nokia Siemens DragonWave Ceragon Aviat Networks Nokia Siemens Others Others Others 0% TDM Packet Hybrid -19% 17% 7% 5-Yr CAGR (10-15): 6%Page 13 © 2011 Dell’Oro Group
  14. 14. Thank YouPage 14 © 2011 Dell’Oro Group
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