Abstract
Executive Summary
Understanding where the WiMAX industry is going requires taking a look at what
the biggest players are doing. “The Top 22: Operators Who Will Make or
Break WiMAX” report is the result of extensive research and analysis of
these players. We have conducted direct interviews with each of these
operators in order to understand their take on WiMAX, their market strategy
going forward, their current deployment status, the challenges they have faced
while deploying their networks, their weaknesses and strengths, their future
plans and prospects, as well as their deployment roadmaps and projections for
2009-2010.
The analysis covers several variables including: spectrum details, investors
and cash available, WiMAX target markets and services, geographical coverage,
service applications, equipment deployed, base stations and CPE vendors,
backhaul, mobile WiMAX upgrade plans, LTE plans, use of femtocells, ARPU and
subscribers.
Operators selected for the report enjoy two key conditions: have deep enough
pockets to deploy major networks and have access to sufficient spectrum to be
profitable in the long term. In fact 46% of operators interviewed have 50MHz
or more of spectrum, while 45% have more than US$100 million in cash. These
operators include obvious names such as Clearwire, and also operators who
currently enjoy a relatively small subscriber base but for whom Maravedis
believes there is great potential, such as Scartel (Russia). Other such
“strategic” operators include: UQ Communications (Japan), Far
EasTone (Taiwan), BSNL (India) and Telmex International.
The top 22 operators currently account for almost 50% of the total number of
WiMAX subscribers worldwide. In Q3 2008, the 6th edition of the WiMAXCounts
Quarterly Report showed that the worldwide subscriber base accounted for 2.68
million customers - nearly 1.24 million of these belong to the top 22
operators in the industry. Various operators analyzed in this report still
have a very small subscriber base however, and in some cases have not even
commercially launched their networks yet. These operators are included in this
report because of their strategic importance and growth potential in the
wireless market.
The 22 Operators Covered in this Report*
- 1. Axtel (Mexico)
- 2. Bayanat Al Oula (Saudi Arabia)
- 3. Bollore Telecom (France)
- 4. BSNL (India)
- 5. Clearwire (United States)
- 6. Digicel Group (Caribbean)
- 7. Enforta (Russia)
- 8. Far EasTone (Taiwan)
- 9. Inukshuk (Canada)
- 10. Korea Telecom (South Korea)
- 11. Mobilink (Pakistan)
- 12. Neovia (Brazil)
- 13. Packet One Networks (Malaysia)
- 14. RWW (UK)
- 15. Scartel (Russia)
- 16. SK Telecom (South Korea)
- 17. Sprint (United States)
- 18. Tata Communcations (India)
- 19. Telmex International (5 countries covered)
- 20. UK Broadband (UK)
- 21. UQ Communications (Japan)
- 22. Zain Bahrain (Bahrain)
Questions Answered by the Report
- Who are the most promising WiMAX operators worldwide and what are their
characteristics?
- What are operators' current market strategies and tactics?
- What are operators' major challenges?
- What is the impact of the financial crisis on these top operators?
- Who is making money and how?
- What are CAPEX plans and projections for 2009-2010?
- Who plans to deploy femtocells, where and why?
- Is LTE considered by WiMAX operators?
- How is WIMAX traffic backhaul performed?
- And much more!
Table of Contents
Table of Contents
Table of Figures
Executive Summary
- Go-to Market Strategy
- Services and Applications
- Vertical Applications
- ARPU
- WiMAX Equipment Trends
- Femtocell Plans
- Backhaul
- LTE Plans
- Challenges Ahead
- Outlook for 2009-2010
- The 22 Operators Covered in this Report
Key Findings
Axtel (Mexico)
- Operator Overview
- Market Strategy
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
- Bayanat Al Oula (Saudi Arabia)
Operator Overview
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
Bollore Telecom (France)
- Operator Overview
- Market Strategy
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
BSNL (India)
- Operator Overview
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
Clearwire (USA)
- Operator Overview
- Market Strategy
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
Digicel (Bermuda)
- Operator Overview
- Market Strategy
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
Enforta (Russia)
- Operator Overview
- Market Strategy
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
Far EasTone (Taiwan)
- Operator Overview
- Market Strategy
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
Inukshuk (Canada)
- Operator Overview
- Market Strategy
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
Korea Telecom (South Korea)
- Operator Overview
- Market Strategy
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
Mobilink (Pakistan)
- Operator Overview
- Market Strategy
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
Neovia (Brazil)
- Operator Overview
- Market Strategy
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
Packet One Networks (Malaysia)
- Operator Overview
- Market Strategy
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
Reliance WiMAX World (UK)
- Operator Overview
- Current Status
- Maravedis Assessment
Scartel (Russia)
- Operator Overview
- Market Strategy
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
SK Telecom (South Korea)
- Operator Overview
- Market Strategy
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
Sprint (United States)
- Operator Overview
- Market Strategy
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
TATA Communications (India)
- Operator Overview
- Market Strategy
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
Telmex International (Mexico)
- Operator Overview
- Analysis by Market
- 2009-2010 Projections
- Maravedis Assessment
UK Broadband Ltd. (United Kingdom)
- Operator Overview
- Market Strategy
- Current Status
- Challenges
- 2009-2010 Projections
- Maravedis Assessment
Unwired (Australia)
- Operator Overview
- Market Strategy
- Current Status
- Maravedis Assessment
UQ Communications (Japan)
- Operator Overview
- Market Strategy
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
ZAIN Bahrain (Bahrain)
- Operator Overview
- Market Strategy
- Current Status
- 2009-2010 Projections
- Maravedis Assessment
Table of Figures
- Figure 1 - Percentage of Operators by WiMAX Subscribers Count - Q4 2008
- Figure 2 - WiMAX Subscriber Forecast 2008-2010
- Figure 3 - Total WiMAX Subscribers by Market Segment - Q4 2008
- Figure 4 - Average WiMAX Customer Mix
- Figure 5 - Breakdown of Service Offering
- Figure 6 - Percentage of Operators by Services
- Figure 7 - Residential WiMAX ARPU Breakdown
- Figure 8 - Business WiMAX ARPU Breakdown
- Figure 9 - Percentage of Deployments by Technology
- Figure 10 - Percentage of WiMAX CPEs Deployed by Standard
- Figure 11 - Base Station Sectors Deployed by Standard
- Figure 12 - Deployments by Number of Base Station Sectors Istalled
- Figure 13 - Opertors (%) by Population Covered (POPs) in Millions
- Figure 14 - Femtocell Deployment Status of Top WiMAX Operators Worldwide
- Figure 15 - Backhaul Choice of Top WiMAX Operators
- Figure 16 - Top WiMAX Operators Choice Regarding LTE
- Figure 17 - Operator Split by Cash Position
- Figure 18 - Percentage of Deployments by Frequency
- Figure 19 - Percentage of Deployments by amount of Spectrum
- Figure 20 - Amount of Spectrum Owned in Each Band
- Figure 21 - Main Challenges Faced by WiMAX Operators
- Figure 22 - Korea Telecom Monthly WiBro Subscriber Trend
- Figure 23 - Telmex Mexico Shareholder Structure
The Top 22: Operators Who Will Make or Break WiMAX published by Maravedis, Inc. in March 30, 2009. This report price starts from US $ 2495.
