This is the LTE overview from our expert : Frederic Pujol during MWC 2012. DigiWorld by IDATE have also teamed up to publish the new edition of its special White Paper: “LTE 2012 - Markets & Trends”, available on our website : http://idate.org

1. LTE
Deployments stepping up
Markets & trends
Contact: Frédéric PUJOL 28 February 2012
+33 (0)4 67 14 44 50 - f.pujol@idate.org
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2. Content
 LTE commercial services
 LTE subscriptions - forecasts
 Devices
 MNOs’ strategies - Conclusions
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3. World LTE market : a watch servie from IDATE
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4. LTE deployment roadmap
Geographical mapping of early LTE commercial deployment
 At the end of 2011 there were close to 10 million
LTE subscriptions worldwide.
 More than 60% of the LTE subscribers were in Europe
the USA and Verizon Wireless was representing
close to 90% of this figure - 160 M pop. at mid-
2011 - nationwide by 2013
Canada and USA
 Today more than 50 commercial LTE networks Asia
– both FDD and TDD
 USA, Japan and South Korea are leading the
pack
Major operators LTE commercial deployment schedule LTE subscribers 3Q 2011
2009 2010 2011 2012 2013
Rank MNO Country Subscribers
3GPP WCDMA
Operators 1 Verizon Wireless USA 3 165 000
2 NTT DoCoMo Japan 388 600
TD- SCDMA
3 SK Telecom South Korea 250 000
4 TeliaSonera Sweden 200 000
3GPP2
CDMA 5 Tele2 Sweden 105 000
operators
Source: IDATE Source: IDATE
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5. Review of LTE devices availability
Dongles & mobile hot-spots Mobile handsets & smartphones
AT&T’s first
smartphones
Samsung’s first LTE dongle
Novatel MiFi 4510L mobile hotspot Early LTE handsets:
Samsung Craft and
Galaxy Indulge
AT&T’s first mobile
hotspot and dongle HTC Thunderbolt, HTC Velocity
Verizon, first LTE first LTE
Smartphone Smartphone
in Europe
Dongles and personal hot-spot devices prove to Voice supported on 3G networks
be popular
Tablets Other connected devices
Motorola Xoom tablet Samsung’s GalaxyTab 10.1 Sierra Wireless M2M LTE gateway ZyXEL LTE fixed router
Tablets are an important part of the device offer Routers for rural areas (Germany, Verizon)
►30 Modules, 11 Tablets, 10 Notebooks, 2 PC Cards, 27 Smartphones, 70 Routers, 47 Dongles -
Source: GSA 11/2011
►700 MHz: 106, 800 MHz: 42, 1800 MHz: 41, 2600 MHz: 52, 800/1800/2600 MHz: 32, AWS: 35
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6. LTE subscriptions forecasts
► By the end of 2016, we forecast, there will be more than 830 million LTE
subscriptions worldwide
► Of these, Asia-Pacific will represent 37.2% of the total, North America 23.8% and
Western Europe 16.9%
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Source: IDATE (February 2012)

7. LTE tariffs
Germany
Plan Monthly rate Network Data Device Plan Monthly Monthly Overage fee
(EUR) cap rate data (USD)
Mobile Internet 65 LTE 20 GB Dongle (USD) allowance
flat 50 4G mobile broadband 50 5 GB 10 per 1 GB
Mobile Internet 45 Includes use of 10 GB Dongle plans (for 4G USB
flat 21.6 LTE modems and MiFi)
Mobile Internet 35 Includes use of 7.5 GB Dongle 80 10 GB 10 per 1 GB
flat 14.4 LTE 4G data plans for LTE 30 2 GB 10 per 1 GB
smartphones
(no tethering)
50 5 GB 10 per 1 GB
80 10 GB 10 per 1 GB
4G data plans for LTE 50 4 GB 10 per 1 GB
smartphones with
tethering
70 7 GB 10 per 1 GB
100 12 GB 10 per 1 GB
Name and Speed/ USB- Data Monthly Monthly
scope of modem volume rate rate
‘Surfzone
rate plan (SEK) (EUR)
’ hotspot (for contract
of 24 months)
speed
Mellan 4G Up to 20 Included 10 GB 249 28
(Intermediate Mbps
4G’)
Stor 4G Up to 40 Included 20 GB 349 39
(‘Grand 4G’) Mbps
Total 4G Included 30 GB 499 56
(‘Total 4G’)
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Source: IDATE (February 2012)

8. The LTE wholesale model
 Many actors using new spectrum (satellite L-Band, S-band, 2.3 GHz…)
 Consolidation likely in the USA & LightSquared out of the game
 Difficulties in Russia
Sharing and wholesale model can be combined
Sharing
agreement?
Will sell LTE
? capacity
Provides cells Sells LTE
sites and capacity?
helps building Sells Mobile
theterrstrial WiMAX
LTE network capacity
Will sell LTE
capacity to
MVNOs and
distributors Sells LTE
capacity
Plans to build a wholesale LTE
network in the S-band (USA)
Builds a wholesale LTE network in
the 1800 MHz band (Poland)
Builds a wholesale LTE network in
the 2.3 GHz band for rural areas
Build a common GSM and LTE
network (Sweden)
Source: IDATE
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9. Conclusions
 Mobile sector still dynamic in the USA & Asia, struggling in Europe
 Devices: > Smarphones representing a growing part of devices shipments
> LTE devices coming slowly to the market
> The US market is currently the priority for LTE device manufacturers
 LTE networks: > RAN available, LTE commercial networks in 2010
> IMS core networks being built, key to VoLTE offering
> LTE delivers the expected data rates and latency
> LTE-Advanced: probably earlier than expected
 LTE is seen as a solution to congestion and saturation network issues in
dense areas
 LTE can be a differentiating tool in very competitive markets
 LTE spectrum: > Fragmentation risk
> Regional harmonization likely
 MNOs strategies: > New technology path
> More capacity / higher data rates
> Network sharing developing and wholesale operators appearing 9

10. Thank you!
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