dell'oro market outlook on lte
DESCRIPTION
Dell'Oro Market Outlook on LTETRANSCRIPT
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Worldwide Data Networking and Telecommunications
A Market Outlook on LTE
November, 2009Scott Siegler
Senior Analyst,
Mobility Infrastructure Market Research
Email: [email protected]
Tel: 650.622.9400 x246
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Page 2 2009 DellOro Group
$0
$11
$22
$33
$44
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
Mobility Infrastructure 5-Year ForecastR
eve
nue
in
$ B
illio
ns
WCDMA
TDMA
GSM
CDMA
WiMAX LTE5-Year CAGR = -2%
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Page 3 2009 DellOro Group
LTE eNode B Shipments vs. Revenue
0
35
70
105
140
175
2010
2011
2012
2013
$0.0
$0.8
$1.6
$2.4
$3.2
Unit S
hip
me
nts
in 0
00
s (
Ba
rs)
Reve
nue
in $
Bill
ions (
Lin
e)
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Page 4 2009 DellOro Group
Vendor PositioningTotal Mobile Infrastructure Revenue
0%
7%
14%
21%
28%
35%
3Q07
4Q07
1Q08
2Q08
3Q08
4Q08
1Q09
2Q09
Ma
rke
t S
ha
re (
%)
Ericsson
Nokia Siemens
Alcatel-Lucent
Huawei
ZTE
(**Top 5 Vendors)
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Page 5 2009 DellOro Group
LTE RAN Vendor Selection as of Sept. 2009
WCDMA
GSM
Ericsson Alcatel-Lucent
Nokia Siemens
Huawei ZTE Motorola NEC
VerizonX X
NTT DoCoMo X X
TeliaSoneraX X
Tele2 and Telenor X
KDDIX X
eMobileX X
T-Mobile Austria X
3 AustriaX