A fully comprehensive guide to the 4G LTE market, this fourth edition of
Juniper-s report charts the immediate and anticipated opportunities in the LTE
market, providing a strategic evaluation of the LTE business models for
revenue generation. The report includes an updated set of forecasts,
ecosystem breakdown, key market drivers & hurdles along with spectrum
strategies and technology analysis.
What this Report Covers?
Vendor Matrix - Covering 8 Key Players
Readers can learn from expert analysis and strategic recommendations supported
by interviews with, and commentaries from, key players in the ecosystem drawn
together in a vendor matrix. Fifteen LTE commercially launched networks drawn
from eight key regions are profiled and assessed by their various stages of
development within the 4G industry.
Detailed Investigation of Drivers and Constraints
The key market drivers and constraints are discussed in addition to an
assessment of operator deployments over the past 12 months i.e. trial,
commercial and planned networks.
Spectrum Strategies
An in-depth analysis of spectrum selection and operator strategies is provided
alongside an exhaustive deliberation of the cost challenges confronting MNOs,
with an extensive spectrum cost analysis on Western Europe.
Service Revenues and Price analysis
Readers will receive a systematic evaluation of service pricing, blended ARPU
and billed revenues, calculated for both the enterprise and consumer market.
Market Forecasts
The updated forecasts are split by 8 key regions as well as by consumer and
enterprise markets. They include:
Active LTE subscriber forecasts (split by technology - TD-LTE & FD-LTE)
Connected chipset & end user device market
Base station markets (split by compact and macro base station)
Country level forecasts for Canada, US, Germany, UK, Japan, South Korea and
India are available in the Interactive Forecast Excel.
Companies Referenced
Case Studies and Companies Profiled: Verizon Wireless, AT&T Mobility,
América Móvil, Telefonica, Teliasonera, EE, Telecom Italia, FT
Orange, Yota, NTT DOCOMO, China Mobile, SingTel, Ericsson, Etisalat, Fujitsu,
MTS, Ucell, Alcatel-Lucent, Ericsson, Fujitsu, Huawei, NEC, Nokia Siemens
Networks, ZTE, Samsung
Companies Discussed: 3 Italia, 3G FOMA, 4DK Technologies Inc, A1,
Aero2, Agri-Valley, Aircel, Al Madar, Alcatel Lucent, Altair Semiconductor,
Alvarion, América Móvil, Apple, ARCEP (French Regulator), ARPU,
Asus, AT&T, Atlantic, Audi, Augere, Azerfon, BBC, BelgaCom, Bell Canada,
Bharti Airtel, BITE, BSNL, BT, Buzz Media, Buzznet, C Spire Wireless, Cell C,
China Mobile, China Telecom, China Unicom, chumby, Claro, Clearwire,
Connect2Media, Cota Spain, Danish National and IT Agency, Deutsche Telekom,
Dialog Broadband Networks (DBN), dimedis, Dish, DNA, Du, eAccess, EE, Elisa,
E-Plus, Ericsson, Etisalat, Face.com, Facebook, FISHLABS, France Telecom
Orange, Fujitsu, Technology Solutions, Game Streamer, Gate, Gemalto, Global
Holding Corporation, Globe Telecom, GSA (Global Mobile Suppliers Association),
H3G, HP (Hewlett Packard), Hrvatski Telekom Croatia, HTC, Huawei , Hutchison
3, Infotel Broadband Services, Intamac, ISP (Internet Service Provider), ITU,
Kabillion, KDDI Japan, King Street Wireless, Korea Telecom, KPN, Kyocera,
LearningMate, LGU+ , LightSquared, LMT, M1, MACH, Maxis, Media Tile, MegaFon,
MetroPCS, Mobily, Mobyland Poland, Mosaic Telecom, Movicel Angola, Movistar,
MTN, MTNL , MTS, NBN (National Broadband Network), NEC, Net4Mobility,
NetAmerica Alliance, Nokia Siemens, NSN - Nokia Siemens Network, NTT DOCOMO,
O2 (Telefónica UK), Ofcom, Omnitel, Open Mobile, Optimus, Optus,
Orange, PCCW, Polkomtel, Portugal Telecom, PTS, Qualcomm, Rebel Vox, Reliance
India, RIL (Reliance Industries Limited), Rogers Wireless, Rostelcom, Samsung,
SFR, Shaw Communications, Si.mobil, SIGNEXX, SingTel, SK Telecom, Smart,
Smartone Hong Kong, SoftBank Japan, Sprint, Starent Networks. , StarHub, STC,
Telcel, Tele2, Telecom Germany, Telecom Italia, Telecom New Zealand,
Telefonica, Telekom Austria Group's, Telekom Slovenije, Telenor, Telesis
Tanzania, TeliaSonera, Telkomsel, Telstra, Telus Canada, Three UK, Tikona
Digital Networks Pvt. Ltd, TIM, T-Mobile, Toshiba, Total Immersion, Tulip
Telecom, TuneWiki, Twitter, U Mobile, U.S. Cellular, Ucell, UNE, Verizon
Wireless, VimpelCom, Vipnet, Vivo, Vodafone, Wind, Words & Numbers, Yota
Russia, Zain Bahrain, Zain KSA, ZTE Corporation
Extra Info
8 key regions includes:
North America, Latin America, Western Europe, Central & Eastern Europe, Far
East & China, Indian Subcontinent, Rest of Asia Pacific and Africa & Middle
East.
Table of Contents
Table of Contents
Executive Summary
1 Introduction to the LTE Market
1.1 LTE and LTE Advanced Objectives
1.2 LTE Advanced Market Update
1.3 LTE Market Ecosystem
Figure 1.1: LTE Ecosystem
1.3.1 Equipment Manufacturers & Suppliers
Table 1.1: Equipment Manufacture and Suppliers Industry Commercial
Contracts
1.3.2 End User Device Vendors
Figure 1.2: Available LTE User Device Products (November 2012)
i. Smartphones: Apple and Samsung
Figure 1.3: Apple iPhone 5
ii. Femtocell: DOCOMO
Figure 1.4: NTT DOCOMO Dual Mode 3G/LTE Femtocell
1.3.3 Service/Application Providers
1.3.4 Mobile Network Operators
1.4 Spectrum for LTE Deployments
1.4.1 Available LTE Spectrum
Figure 1.5: LTE Spectrum Bands
Table 1.2: LTE FDD and TDD Spectrum Bands
Table 1.3: Global LTE Spectrum Band Availability for Mobile Operators
1.4.2 Spectrum Refarming
2 4G LTE Market Status
Figure 2.1: Number of Commercial LTE Network Launches
2.1 North America
2.1.1 Verizon Wireless: USA
Figure 2.2: Verizon Wireless USA 4G Market Map
2.1.2 AT&T Mobility
Figure 2.3: AT&T LTE Coverage Map
2.2 Latin America
2.2.1 América Móvil
2.2.2 Telefonica Latin America
2.3 Western Europe
2.3.1 TeliaSonera Norway & Sweden
2.3.2 EE UK
2.3.3 Telecom Italia
2.3.4 France Telecom Orange
Figure 2.4: France Telecom Orange LTE Deployment Timeline
2.4 Central & Eastern Europe
2.4.1 Yota Russia
2.5 Far East & China
2.5.1 NTT DOCOMO Japan
2.5.2 China Mobile
2.6 Indian Subcontinent
2.7 Rest of Asia Pacific
2.7.1 SingTel Singapore
2.8 Africa & Middle East
2.8.1 Etisalat UAE
2.8.2 MTS and Ucell Uzbekistan
2.9 Analysis and Conclusion
2.9.1 LTE Network Commitments to Date
Figure 2.5: LTE Network Commitments Split by 8 Key Regions (Number of
MNOs) January 2013
Table 2.1: LTE Network Commitments Split by 8 Key Regions (Number of
MNOs) January 2013
2.9.2 Spectrum Availability & Cost Analysis
i. Spectrum Costs
ii. Analysis: Western Europe
Table 2.2: Western Europe Spectrum Band Auction as at December 2012
3 Market Drivers & Hurdles
3.1 LTE Market Drivers
3.1.1 The 'Stay Connected' Trend
3.1.2 Widespread Industry Support
3.1.3 Mobile Data Traffic Growth
3.1.4 Decline of ARPU
Figure 3.1: Base Line Analysis of Global Mobile Subscriber Growth, ARPU
and Operator-Billed Service Revenues 2012 2017
Table 3.1: Base Line Analysis of Global Mobile Subscriber Growth, ARPU
and Operator-Billed Service Revenues 2012 2017
3.1.5 New Service and Revenue Opportunities
Table 3.2: LTE New Services - Juniper Research Interview Responses
3.1.6 New Connected Devices
3.1.7 Improved User Experience & Seamless Connectivity
3.1.8 Technical Advantages
3.2 The Hurdles Facing LTE
3.2.1 Right Economics to Encourage Service Usage at a Value
Figure 4.7 LTE Enterprise & Consumer Subscriber SIMs (m) Split by
Network Access Device Type (Handsets, Dongles, Cards, Embedded, Mobile
Routers and Femtocells) 2012 2017
Table 4.6: LTE Enterprise and Consumer Subscriber SIMs (m) Split by
Network Access Device Type (Handsets, Dongles, Cards, Embedded, Mobile
Routers and Femtocells) 2012 2017
Figure 4.12: LTE Chipset Revenues ($m pa) Split by Network Access Device
Type (Handsets, Dongles, Cards, Embedded, Mobile Routers and Femtocells)
2012 2017
Table 4.10: LTE Chipset Revenues ($m pa) Split by Network Access Device
Type (Handsets, Dongles, Cards, Embedded, Mobile Routers and Femtocells)
2012 2017
4.6 Device Types
4.6.1 Forecast Devices Defined
Figure 4.13: LTE Device Introduction Timeline
4.6.2 New Connected Devices
4.6.3 Enterprise End User Devices
Figure 4.14: Connected LTE Enabled Enterprise End User Devices (m) Split
by Device Type (Smartphones, Laptops, Tablets, Mobile Routers and
Femtocells) 2012 2017
Table 4.11: Connected LTE Enabled Enterprise End User Devices (m) Split
by Device Type (Smartphones, Laptops, Tablets, Mobile Routers and
Femtocells) 2012 2017
4.6.4 Consumer End User Devices
Figure 4.15: Connected LTE Enabled Consumer End User Devices (m) Split
by Type (Smartphones, Laptops, Tablets, Mobile Routers, Femtocells, Portable
Games Consoles and Cameras, MP3s & Consumer Devices) 2012 2017
Table 4.12: Connected LTE Enabled Consumer End User Devices (m) Split by
Type (Smartphones, Laptops, Tablets, Mobile Routers, Femtocells, Portable
Games Consoles and Cameras, MP3s & Consumer Devices) 2012 2017
4.6.5 Enterprise and Consumer End User Devices
Figure 4.16: Connected LTE Enabled Enterprise and Consumer End User
Devices (m) Split by Device Type (Smartphones, Laptops, Tablets, Mobile
Routers, Femtocells, Portable Games Consoles and Cameras, MP3s & Consumer
Devices) 2012 2017
Table 4.13: Connected LTE Enabled Enterprise and Consumer End User
Devices (m) Split by Device Type (Smartphones, Laptops, Tablets, Mobile
Routers, Femtocells, Portable Games Consoles and Cameras, MP3s & Consumer
Devices) 2012 2017
4.6.6 LTE Enterprise End User Device Shipments
Figure 4.17: LTE Enterprise End User Device Shipments (m) Split by
Device Type (Smartphones, Laptops, Tablets, Mobile Routers and Femtocells)
2012 2017
Table 4.14: LTE Enterprise End User Device Shipments (m) Split by Device
Type (Smartphones, Laptops, Tablets, Mobile Routers & Femtocells) 2012 2017
4.6.7 LTE Consumer End User Shipments
Figure 4.18: LTE Consumer End User Device Shipments (m) Split by Device
Type (Smartphones, Laptops, Tablets, Mobile Routers, Femtocells, Portable
Games Consoles and Cameras, MP3s & Consumer Devices) 2012 2017
Table 4.15: LTE Consumer End User Device Shipments (m) Split by Device
Type (Smartphones, Laptops, Tablets, Mobile Routers, Femtocells, Portable
Games Consoles and Cameras, MP3s & Consumer Devices) 2012 2017
4.6.8 LTE Enterprise and Consumer End User Shipments
Figure 4.19: LTE Enabled Enterprise and Consumer End User Device
Shipments (m) Split by Device Type (Smartphones, Laptops, Tablets, Mobile
Routers, Femtocells, Portable Games Consoles and Cameras, MP3s & Consumer
Devices) 2012 2017
Table 4.16: LTE Enabled Enterprise and Consumer End User Device
Shipments (m) Split by Device Type (Smartphones, Laptops, Tablets, Mobile
Routers, Femtocells, Portable Games Consoles and Cameras, MP3s & Consumer
Devices) 2012 2017
4.7 LTE Base Station Forecast
4.7.1 LTE Base Station Deployments
Figure 4.20: Total Number of LTE Enabled Base Stations Deployed (000')
Split by 8 Key Regions 2012 2017
Table 4.17: Total Number of LTE Enabled Base Stations Deployed (000')
Split by 8 Key Regions 2012 2017
4.7.2 LTE Base Station Shipments
Figure 4.21: LTE Enabled Base Station (eNodeB) Shipments (000') Split by
8 Key Regions 2012 2017
Table 4.18: LTE Enabled Base Station (eNodeB) Shipments (000') Split by
8 Key Regions 2012 2017
Figure 4.22: LTE Enabled Macro Base Station (eNodeB) Shipments (000')
Split by 8 Key Regions 2012 2017
Table 4.19: LTE Enabled Macro Base Station (eNodeB) Shipments (000')
Split by 8 Key Regions 2012 2017
Figure 4.23: LTE Enabled Compact-Base Station (eNodeB) Shipments (000')
Split by 8 Key Regions 2012 2017
Table 4.20: LTE Enabled Compact-Base Station (eNodeB) Shipments (000')
Split by 8 Key Regions 2012 2017
4.7.3 Base Station Service Revenue
Figure 4.24: LTE Enabled Base Station (eNodeB) Service Revenue ($m)
Split by 8 Key Regions 2012 2017
Table 4.21: LTE Enabled Base Station (eNodeB) Service Revenue ($m) Split
by 8 Key Regions 2012 2017
5 LTE Service Revenue Forecasts
5.1 Pricing Assumptions and Limitations
5.2 LTE User Service Pricing
5.2.1 LTE Enterprise Pricing
Figure 5.1: LTE Enterprise Average Service Pricing ($) Split by 8 Key
Regions 2012 2017
Table 5.1: LTE Enterprise Average Service Pricing ($) Split by 8 Key
Regions 2012 2017
5.2.2 LTE Consumer Pricing
Figure 5.2: LTE Consumer Average Service Pricing ($) Split by 8 Key
Regions 2012 2017
Table 5.2: LTE Consumer Average Service Pricing ($) Split by 8 Key
Regions 2012 2017
5.3 Service Revenues
5.3.1 Enterprise Revenues
Figure 5.3: LTE Enterprise Revenue Forecast ($m) Split by 8 Key Regions
2012 2017
Table 5.3: LTE Enterprise Revenue Forecast ($m) Split by 8 Key Regions
2012 2017
5.3.2 Consumer Revenues
Figure 5.4: LTE Consumer Revenue Forecast ($m) Split by 8 Key Regions
2012 2017
Table 5.4: LTE Consumer Revenue Forecast ($m) Split by 8 Key Regions
2012 2017
5.3.3 Enterprise and Consumer Revenues
Figure 5.5: LTE Enterprise & Consumer Revenue Forecast ($m) Split by 8
Key Regions 2012 2017
Table 5.5: LTE Enterprise & Consumer Revenue Forecast ($m) Split by 8
Key Regions 2012 2017
Figure 5.6: Global Revenue Forecast (% share) Split by LTE Enterprise
and Consumer 2012 2017
Table 5.6: Global Revenue Forecast (% share) Split by LTE Enterprise and
Consumer 2012 2017
Figure 5.7: LTE Service Revenue as a Proportion of Global Operator
Billed Revenues (%) Split by 8 Key Regions 2012 2017
Table 5.7: LTE Service Revenue as a Proportion of Global Operator Billed
Revenues (%) Split by 8 Key Regions 2012 2017
5.4 Blended ARPU
Figure 5.8: Blended Enterprise & Consumer LTE ARPU Forecast ($)Split by
8 Key Regions 2012 2017
Table 5.8: Blended Enterprise & Consumer LTE ARPU Forecast ($) Split by
8 Key Regions 2012 2017
6 LTE Network Vendor Strategies
6.1 Vendor Analysis
6.1.1 Vendor Assessment Criteria
Table 6.1: Vendor Capability Assessment Factors
6.1.2 Limitations and Interpretation
6.2 Vendor Positioning Matrix Results
6.2.1 Overall Matrix Position
Figure 6.1: Global LTE Network Vendor Positioning Matrix
6.2.2 Vendor Groupings
i. Summary
ii. On Track Vendors
iii. Vendors Exceeding Expectations
6.2.3 Competitive Dynamics
6.3 Alcatel Lucent
Figure 6.2: Alcatel Lucent LTE Solution
Figure 6.3: Alcatel Lucent ng Connect Program
6.4 Ericsson
Figure 6.4: Ericsson LTE/EPC Contracts
Figure 6.5: Ericsson Strategy & Progress 2010-2012
6.5 Fujitsu
Figure 6.6: Fujitsu Revenue Split by Segments: 2011-2012
Figure 6.7: Fujitsu LTE System
6.6 Huawei
Figure 6.8: Huawei Revenue Split by Segment 2011-2012
Figure 6.9: Huawei e2e LTE Solution
Figure 6.10: Huawei DBS3900 Series
6.7 NEC
Figure 6.11: NEC Revenue Split by Segment 2011-2012
Figure 6.12: NEC LTE Solution
6.8 Nokia Siemens Networks (NSN)
Figure 6.13: Nokia Revenue Split by Service Segments 2012
Table 6.2: NSN LTE Commercial Network Deals
Figure 6.14: Nokia Siemens Networks LTE Solution
6.9 ZTE
Figure 6.15: ZTE Revenue Split by Service Segments: 2011-2012
Figure 6.16: ZTE Uni-RAN Solution
6.10 Samsung
Figure 6.17: Samsung Revenue Split by Service Segments: 2011-2012
7 LTE Technologies Primer
7.1 Duplexing Techniques
7.1.1 FDD (Frequency Division Duplexing)
Figure 7.1: Frequency Division Duplexing
7.1.2 TDD (Time Division Duplexing)
Figure 7.2: Time Division Duplexing
Figure 7.3: TDD LTE Spectrum Bands
Figure 7.4: FDD and TDD Comparison
7.2 LTE (Long Term Evolution)
7.2.1 3GPP Release 8: LTE & SAE
Figure 7.5: LTE Overview
Figure 7.6: LTE Release 8 Standardisation History
7.2.2 TD-LTE
7.3 3GPP Release 10: LTE Advanced
Figure 7.7: LTE Advanced System Performance Requirements
7.4 Technology Comparison
Table 7.1: Key Mobile Broadband Technology Parameter Comparisons
4G LTE StrategiesSubscribers, Devices, Infrastructure & Service Revenue 2013-2017 published by Juniper Research in February 13, 2013. This report price starts from US $ 2720.
