4. Key Trends – A Market View
• Wireless technology peak data
rates doubling every year
• Smartphones/Applications
driving broadband wireless data
access.
• 3G mostly mature, 4G
deployment starting.
• Increasingly aggressive
competition throughout the
supply chain
5. HSPA Deployments Going
Strong
240 commercially deployed HSPA
over 110 countries worldwide
(January 2009)
3.4 billion people who will have
broadband by 2014 where:
80% will be mobile broadband subscribers
64% will use HSPA/LTE.
By 2011 %50+ of all sold notebooks will be
HSPA enabled
6. Mobile Data Explosion (1)
Apple reports they have shipped 30M
iPhones (March 09)
Number 2 seller of smart phones in the
US (28%), behind BlackBerry (41%)
New open access phones, e.g. Android
Huge impact from social networks:
• YouTube, Facebook
High demand for video streaming
1 billion of gigabyte, 1018
and P2P traffic Reportlinker, Sept. 2009
7. Mobile Data Explosion (2)
Traffic via portables to reach 1.8
exabytes per month by 2017 - a CAGR of
59% over 2009
Nearly three quarters (1.3 exabytes) of
this will be video traffic - a CAGR of 64%
over 2009
LTE to form two thirds of global traffic by
2017
1 billion of gigabyte, 1018
Reportlinker, Sept. 2009
8. Enhanced Packet Core Exploding Performance
Density
100s of Gbps of data traffic
Millions of tunnels/app flows with
associated QoS and charging policies
10s of millions of hits per second
Millions of triple-play subscribers
9. Overall Industry - Observations
LTE initial deployments this year
3G upgrades will continue strong
Focus on traffic management (DPI)
Focus on mobile backhaul
Vendors past consolidation – growth phase with LTE
10. Promise & Pain
LTE Coming Voice revenues plummeting
HSPA roll-outs Crippled networks – ATT, TNZ..
Mobile TV Massive capex for LTE
Smart Phones – iPhone effect Massive complexity
USB Dongles Bad 3G ROI
