Click here to close now.


Microsoft Cloud Authors: Jayaram Krishnaswamy, Elizabeth White, Andreas Grabner, Jim Kaskade, Pat Romanski

News Feed Item

The Mobile Broadband Connectivity Market - 7th Edition

NEW YORK, Dec. 13, 2012 /PRNewswire/ -- announces that a new market research report is available in its catalogue:

The Mobile Broadband Connectivity Market – 7th Edition–-7th-Edition.html#utm_source=prnewswire&utm_medium=pr&utm_campaign=Broadband

Executive summary

Mobile broadband based on HSPA/LTE and other mobile communication standards has taken off as an important technology for connecting mobile PCs and tablets to the Internet. The evolution is led by Europe where HSPA now accounts for 21.8 percent of the total number of broadband connections, compared to 18.1 percent in North America. The concept that was first launched as an exclusive business service is now a mass-market consumer product sold on an intensively competitive market. Consumers are utilizing their mobile broadband connections extensively, pushing the networks to their capacity limits. In Europe a large share of data traffic on mobile networks is generated by notebook PC users that surf the Internet. The number of mobile broadband subscribers in Europe continues to increase, with demand fuelled by declining prices, improved user experience and new device categories. The total number of mobile broadband subscribers in EU 23+2 grew by 12.4 percent to reach 38.1 million in 2011, while the estimated operator revenues reached € 6.8 billion. The mobile broadband subscriber base is expected to grow at a compound annual growth rate of 10.7 percent to reach 70 million subscribers in 2017. However, mobile broadband subscription revenues will increase at a more moderate CAGR of 5.6 percent during this time period, as growth in subscriptions is largely offset by a decline in ARPU. The number of mobile broadband subscribers in North America grew by 47 percent to reach 21.4 million in the end of 2011. The subscriber base is forecasted to grow at a CAGR of 16.3 percent to reach 53 million subscribers in 2017. The estimated operator revenues were about US$ 9.5 billion and are expected to grow at a compound annual growth rate of 7.6 percent to reach US$ 14.8 billion by 2017. The growth in North America is primarily driven by tablet data plans, which accounted for the vast majority of net additions in 2011. Subscriptions tied to USB modems, mobile hotspots and notebooks with embedded modules are also growing at a steady but more limited pace.

Mobile broadband terminals are available in different forms and shapes. Four main types have emerged to satisfy different needs – PC-cards, USB modems, embedded modules and gateways. Berg Insight estimates the total global number of shipped external mobile broadband terminals in 2011 to 102.5 million. In addition, shipments of embedded modules totalled an estimated 9.3 million units. Terminal shipments to Europe and North America declined slightly in 2011 to 26.6 million units and 8.1 million units respectively. Data on terminal shipments for the first three quarters of 2012 indicates that the European market will decline by 21 percent in 2012. However, the market is likely to have stabilized and is projected to resume growth in 2013, driving mobile broadband terminal shipments to 34 million units in 2017. Shipments to North America are similarly forecasted to reach 13 million units in 2017. Expectations on embedded solutions for mobile PCs have been high during the past years, but the attach rate was still low at 4.2 percent in 2011. Embedded modules can potentially achieve a breakthrough in the tablet device segment, but the most probable scenario is that notebook PCs will continue to account for the vast majority of embedded module volumes. The device ASP in Europe has fallen steeply over the past years and reached € 30 in 2011. Berg Insight predicts that the ASP decline rate will slow down significantly in Europe during the next few years. The North American device market is characterized by a larger mix of midrange and high-end products such as mobile hotspots, whereby the ASP increased to US$ 101 in 2011. The EU 23+2 external device market generated an estimated € 796 million in 2011 while the North American market generated estimated revenues of € 588 million. Huawei has established itself as the world's largest supplier of mobile broadband terminals holding a market share of 54 percent and has a particularly strong foothold in Europe.

ZTE is the second largest vendor with clear margins capturing a market share of 34 percent. In North America, the local vendors Sierra Wireless and Novatel Wireless still hold strong positions. A vast majority of the external modems shipped are USB modems, but mobile hotspots are gaining in popularity. The embedded module market has been dominated by Ericsson and Qualcomm for years, but both companies decided to exit the market in 2010–2011. The market is thus in a transitional phase where new and existing vendors have an opportunity to capture market share as PC OEMs shift to the next generation of embedded modules.

Table of Contents

Table of Contents. i

List of Figures. v

Executive summary..1

1 Market environment ....3

1.1 Internet usage3

1.2 The European broadband communications market .4

1.2.1 Fixed broadband market..5

1.2.2 Wireless market.8

1.3 The North American broadband communications market10

1.3.1 Fixed broadband market11

1.3.2 Wireless market....12

2 Evolved 3G/LTE network technology 15

2.1 Wireless technology roadmap...15

2.1.1 GSM..16

2.1.2 3G networks UMTS/WCDMA – 3GPP Release 99 .17

2.1.3 HSDPA – 3GPP Release 5...18

2.1.4 HSUPA – 3GPP Release 6...19

2.1.5 HSPA+ – 3GPP Release 7 ..21

2.1.6 HSPA+ – 3GPP Release 8 and further evolution...22

2.1.7 LTE – 3GPP Release 8 through 1123

2.1.8 The CDMA/EVDO track ..25

2.1.9 Other wireless technologies26

2.1.10 Comparison of technologies....28

2.1.11 HSPA+ and LTE network deployments..31

2.2 Evolution of network infrastructure.34

2.2.1 From traditional to evolved network architecture...34

2.2.2 Heterogeneous networks....37

2.2.3 Improving network backhaul capacity ....38

2.2.4 Expansion to new frequency bands...41

2.3 Evolution of wireless chipsets ...44

3 Mobile broadband device vendors....45

3.1 The mobile broadband connectivity value chain ....45

3.2 Mobile Broadband data terminals and form factors47

3.2.1 USB modems ..48

3.2.2 Gateways....49

3.2.3 Embedded solutions .50

3.2.4 PC-cards53

3.3 Baseband chip suppliers.54

3.3.1 Qualcomm..54

3.3.2 ST-Ericsson 56

3.3.3 NVIDIA ...57

3.3.4 Intel Mobile Communications...58

3.4 Mobile broadband terminal and module vendors...59

3.4.1 Huawei...59

3.4.2 ZTE ...62

3.4.3 Option....64

3.4.4 Novatel Wireless...66

3.4.5 Sierra Wireless.68

3.4.6 AnyDATA ....70

3.4.7 BandRich....71

3.4.8 Onda Communication ....72

3.4.9 Axesstel .72

3.4.10 Samsung ....73

3.4.11 Franklin Wireless ..73

3.4.12 Others....74

4 Notebook PC and tablet integration ..75

4.1 The global notebook PC and tablet market ..75

4.1.1 Notebook PC market trends76

4.1.2 Notebook PC vendor market shares..78

4.1.3 Tablet market trends .79

4.1.4 Tablet vendor market shares ...80

4.2 Integration of mobile broadband in notebook PCs.81

4.3 Integration of mobile broadband in tablets ...83

4.4 Notebook and tablet vendors....84

4.4.1 Hewlett-Packard ...85

4.4.2 Acer ..86

4.4.3 Dell ...87

4.4.4 Lenovo...88

4.4.5 Toshiba..90

4.4.6 ASUS91

4.4.7 Apple 92

4.4.8 Samsung Electronics 92

4.4.9 Sony .94

4.4.10 Motorola 95

4.4.11 Research In Motion ...96

5 Operator strategies for mobile broadband..97

5.1 Mobile broadband usage 97

5.2 Business models ...99

5.2.1 Postpaid subscriptions.100

5.2.2 Prepaid subscriptions ..100

5.2.3 Bundling with other services ..102

5.2.4 Shared data bundles....102

5.3 Pricing and conditions...103

5.3.1 Pricing .103

5.3.2 International roaming ...104

5.3.3 Terms of use..107

5.4 3 Group.108

5.5 Deutsche Telekom....111

5.6 France Telecom...114

5.7 KPN Group 118

5.8 Telecom Italia..119

5.9 Telekom Austria ...120

5.10 TeliaSonera122

5.11 Telefonica Group .125

5.12 Vodafone Group ..127

5.13 Verizon Wireless ..132

5.14 AT&T 133

5.15 Sprint ....135

6 Market forecasts and trends ..137

6.1 Market summary..137

6.2 Device market.139

6.2.1 Vendor market shares ..140

6.2.2 Form factor trends...144

6.3 The European mobile broadband service market.149

6.3.1 Pricing trends 153

6.3.2 Network technology trends ....155

6.3.3 Service convergence trends ..156

6.4 The North American mobile broadband service market .157

6.4.1 Pricing trends 158

6.4.2 Network technology trends ....159

Glossary 163

List of Figures

Figure 1.1: Global broadband traffic by application category (2010) 4

Figure 1.2: Fixed broadband market data (EU23+2 2011).6

Figure 1.3: Fixed broadband operators by number of subscribers (EU23+2 2011) ..7

Figure 1.4: Mobile operators by number of subscribers (EU27+2 Q2-2012) ...9

Figure 1.5: Fixed broadband market data (North America 2011) ....10

Figure 1.6: Fixed broadband operators by number of subscribers (North America 2011).11

Figure 1.7: Mobile operators by number of subscribers (North America Q2-2012)..13

Figure 2.1: Wireless cellular subscribers by standard (Worldwide Q2-2012) .15

Figure 2.2: Technical performance data for 3GPP Release 5 (HSDPA)18

Figure 2.3: Technical performance data for 3GPP Release 6 (HSUPA)20

Figure 2.4: Theoretical peak data rates by technology 27

Figure 2.5: Evolution of different wireless technologies ....28

Figure 2.6: Correlation between bitrate and coverage .29

Figure 2.7: Average range of latency for a ping roundtrip.30

Figure 2.8: Examples of HSPA+ networks in Europe (July 2012) ...31

Figure 2.9: Examples of LTE deployments in Europe and North America.33

Figure 2.10: UMTS network architecture ..35

Figure 2.11: LTE network architecture.36

Figure 2.12: Monthly data usage by subscription type (Scandinavia 2007–2011) ...39

Figure 2.13: Vodafone's backhaul upgrade in Europe.41

Figure 2.14: Spectrum bands and available FDD blocks for mobile broadband.42

Figure 3.1: The mobile broadband connectivity value chain..46

Figure 3.2: Examples of USB modems48

Figure 3.3: Examples of wireless gateways...50

Figure 3.4: Examples of embedded mobile broadband modules....52

Figure 3.5: Examples of PC-card models.53

Figure 3.6: Selection of mobile broadband products from Huawei .61

Figure 3.7: Selection of mobile broadband products from ZTE..63

Figure 3.8: Selection of mobile broadband products from Option ..65

Figure 3.9: Selection of mobile broadband products from Novatel Wireless .67

Figure 3.10: Selection of mobile broadband products from Sierra Wireless ..69

Figure 4.1: Notebook PC shipments (Western Europe 2004–2011) 76

Figure 4.2: Notebook PC vendor market shares (World 2011) ...78

Figure 4.3: Tablet shipments (World 2011) ...80

Figure 4.4: Number of notebook PC models with integrated HSPA (2007–2012) ....81

Figure 4.5: Connected tablet shipments (World 2011).83

Figure 5.1: Pay as you go mobile broadband offers from 3 UK (October 2012) ....101

Figure 5.2: Retail and wholesale price caps on data (July 2012)...104

Figure 5.3: Tariffs for Telekom Austria's data roaming packages (October 2012) .105

Figure 5.4: Roaming packages from Vodafone Netherlands (October 2012)....106

Figure 5.5: 3 Austria's roaming tariffs (October 2012)107

Figure 5.6: 3 Group mobile broadband subscribers by market (2011)....109

Figure 5.7: 3 Group mobile broadband tariffs by country (October 2012)....110

Figure 5.8: T-Mobile broadband tariffs by country (October 2012)113

Figure 5.9: Orange mobile broadband subscribers in key markets (2011) ..115

Figure 5.10: Orange mobile broadband tariffs by country (October 2012)...116

Figure 5.11: KPN mobile broadband tariffs by country (October 2012)...118

Figure 5.12: Telecom Italia mobile broadband tariff (October 2012) ..120

Figure 5.13: A1 Telekom Austria mobile broadband subscribers (2006–2011).121

Figure 5.14: Telekom Austria mobile broadband tariffs (October 2012) ..122

Figure 5.15: TeliaSonera mobile broadband tariffs by country (October 2012).124

Figure 5.16: Telefonica O2 mobile broadband tariffs by country (October 2012) ...126

Figure 5.17: Vodafone mobile broadband subscribers (FY2005–FY2011) ...128

Figure 5.18: Vodafone mobile broadband tariffs by country (October 2012) ....130

Figure 5.19: Verizon Wireless mobile broadband tariffs (October 2012) ......133

Figure 5.20: AT&T mobile broadband tariffs (October 2012) ....134

Figure 5.21: Sprint mobile broadband tariffs (October 2012) ...136

Figure 6.1: Mobile broadband market summary (EU/NA 2011–2017) 138

Figure 6.2: Mobile broadband device shipments and revenues (EU/NA 2011–2017) .140

Figure 6.3: Revenues and shipments of external devices by vendor and region (2011)..141

Figure 6.4: Embedded module shipments to PC and tablet OEMs by vendor (2011) 143

Figure 6.5: Mobile broadband shipments by product category and region (2011–2017) 146

Figure 6.6: Shipments of notebooks with embedded mobile broadband (EU/NA 2011–17) 148

Figure 6.7: Shipments of tablets with embedded cellular connectivity (EU/NA 2011–17)149

Figure 6.8: Mobile broadband subscribers and operator revenues (Europe 2011–2017)151

Figure 6.9: Mobile broadband market data (EU23+2 2011)152

Figure 6.10: Average monthly fee for mobile broadband services (Europe Nov 2012)....154

Figure 6.11: Mobile broadband subscribers and operator revenues (NA 2011–2017)159

To order this report:

Broadband Industry: The Mobile Broadband Connectivity Market – 7th Edition

Nicolas Bombourg
Email: [email protected]
US: (805)652-2626
Intl: +1 805-652-2626


SOURCE Reportlinker

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

@ThingsExpo Stories
WebRTC is about the data channel as much as about video and audio conferencing. However, basically all commercial WebRTC applications have been built with a focus on audio and video. The handling of “data” has been limited to text chat and file download – all other data sharing seems to end with screensharing. What is holding back a more intensive use of peer-to-peer data? In her session at @ThingsExpo, Dr Silvia Pfeiffer, WebRTC Applications Team Lead at National ICT Australia, will look at different existing uses of peer-to-peer data sharing and how it can become useful in a live session to...
As a company adopts a DevOps approach to software development, what are key things that both the Dev and Ops side of the business must keep in mind to ensure effective continuous delivery? In his session at DevOps Summit, Mark Hydar, Head of DevOps, Ericsson TV Platforms, will share best practices and provide helpful tips for Ops teams to adopt an open line of communication with the development side of the house to ensure success between the two sides.
NHK, Japan Broadcasting, will feature the upcoming @ThingsExpo Silicon Valley in a special 'Internet of Things' and smart technology documentary that will be filmed on the expo floor between November 3 to 5, 2015, in Santa Clara. NHK is the sole public TV network in Japan equivalent to the BBC in the UK and the largest in Asia with many award-winning science and technology programs. Japanese TV is producing a documentary about IoT and Smart technology and will be covering @ThingsExpo Silicon Valley. The program, to be aired during the peak viewership season of the year, will have a major impac...
There are so many tools and techniques for data analytics that even for a data scientist the choices, possible systems, and even the types of data can be daunting. In his session at @ThingsExpo, Chris Harrold, Global CTO for Big Data Solutions for EMC Corporation, will show how to perform a simple, but meaningful analysis of social sentiment data using freely available tools that take only minutes to download and install. Participants will get the download information, scripts, and complete end-to-end walkthrough of the analysis from start to finish. Participants will also be given the pract...
SYS-CON Events announced today that IBM Cloud Data Services has been named “Bronze Sponsor” of SYS-CON's 17th Cloud Expo, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. IBM Cloud Data Services offers a portfolio of integrated, best-of-breed cloud data services for developers focused on mobile computing and analytics use cases.
The enterprise is being consumerized, and the consumer is being enterprised. Moore's Law does not matter anymore, the future belongs to business virtualization powered by invisible service architecture, powered by hyperscale and hyperconvergence, and facilitated by vertical streaming and horizontal scaling and consolidation. Both buyers and sellers want instant results, and from paperwork to paperless to mindless is the ultimate goal for any seamless transaction. The sweetest sweet spot in innovation is automation. The most painful pain point for any business is the mismatch between supplies a...
The buzz continues for cloud, data analytics and the Internet of Things (IoT) and their collective impact across all industries. But a new conversation is emerging - how do companies use industry disruption and technology enablers to lead in markets undergoing change, uncertainty and ambiguity? Organizations of all sizes need to evolve and transform, often under massive pressure, as industry lines blur and merge and traditional business models are assaulted and turned upside down. In this new data-driven world, marketplaces reign supreme while interoperability, APIs and applications deliver un...
The Internet of Things (IoT) is growing rapidly by extending current technologies, products and networks. By 2020, Cisco estimates there will be 50 billion connected devices. Gartner has forecast revenues of over $300 billion, just to IoT suppliers. Now is the time to figure out how you’ll make money – not just create innovative products. With hundreds of new products and companies jumping into the IoT fray every month, there’s no shortage of innovation. Despite this, McKinsey/VisionMobile data shows "less than 10 percent of IoT developers are making enough to support a reasonably sized team....
"Matrix is an ambitious open standard and implementation that's set up to break down the fragmentation problems that exist in IP messaging and VoIP communication," explained John Woolf, Technical Evangelist at Matrix, in this interview at @ThingsExpo, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
WebRTC has had a real tough three or four years, and so have those working with it. Only a few short years ago, the development world were excited about WebRTC and proclaiming how awesome it was. You might have played with the technology a couple of years ago, only to find the extra infrastructure requirements were painful to implement and poorly documented. This probably left a bitter taste in your mouth, especially when things went wrong.
Nowadays, a large number of sensors and devices are connected to the network. Leading-edge IoT technologies integrate various types of sensor data to create a new value for several business decision scenarios. The transparent cloud is a model of a new IoT emergence service platform. Many service providers store and access various types of sensor data in order to create and find out new business values by integrating such data.
The broad selection of hardware, the rapid evolution of operating systems and the time-to-market for mobile apps has been so rapid that new challenges for developers and engineers arise every day. Security, testing, hosting, and other metrics have to be considered through the process. In his session at Big Data Expo, Walter Maguire, Chief Field Technologist, HP Big Data Group, at Hewlett-Packard, will discuss the challenges faced by developers and a composite Big Data applications builder, focusing on how to help solve the problems that developers are continuously battling.
WebRTC converts the entire network into a ubiquitous communications cloud thereby connecting anytime, anywhere through any point. In his session at WebRTC Summit,, Mark Castleman, EIR at Bell Labs and Head of Future X Labs, will discuss how the transformational nature of communications is achieved through the democratizing force of WebRTC. WebRTC is doing for voice what HTML did for web content.
Who are you? How do you introduce yourself? Do you use a name, or do you greet a friend by the last four digits of his social security number? Assuming you don’t, why are we content to associate our identity with 10 random digits assigned by our phone company? Identity is an issue that affects everyone, but as individuals we don’t spend a lot of time thinking about it. In his session at @ThingsExpo, Ben Klang, Founder & President of Mojo Lingo, will discuss the impact of technology on identity. Should we federate, or not? How should identity be secured? Who owns the identity? How is identity ...
Developing software for the Internet of Things (IoT) comes with its own set of challenges. Security, privacy, and unified standards are a few key issues. In addition, each IoT product is comprised of at least three separate application components: the software embedded in the device, the backend big-data service, and the mobile application for the end user's controls. Each component is developed by a different team, using different technologies and practices, and deployed to a different stack/target - this makes the integration of these separate pipelines and the coordination of software upd...
WebRTC services have already permeated corporate communications in the form of videoconferencing solutions. However, WebRTC has the potential of going beyond and catalyzing a new class of services providing more than calls with capabilities such as mass-scale real-time media broadcasting, enriched and augmented video, person-to-machine and machine-to-machine communications. In his session at @ThingsExpo, Luis Lopez, CEO of Kurento, will introduce the technologies required for implementing these ideas and some early experiments performed in the Kurento open source software community in areas ...
WebRTC: together these advances have created a perfect storm of technologies that are disrupting and transforming classic communications models and ecosystems. In his session at WebRTC Summit, Cary Bran, VP of Innovation and New Ventures at Plantronics and PLT Labs, will provide an overview of this technological shift, including associated business and consumer communications impacts, and opportunities it may enable, complement or entirely transform.
“In the past year we've seen a lot of stabilization of WebRTC. You can now use it in production with a far greater degree of certainty. A lot of the real developments in the past year have been in things like the data channel, which will enable a whole new type of application," explained Peter Dunkley, Technical Director at Acision, in this interview at @ThingsExpo, held Nov 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA.
SYS-CON Events announced today that Luxoft Holding, Inc., a leading provider of software development services and innovative IT solutions, has been named “Bronze Sponsor” of SYS-CON's @ThingsExpo, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Luxoft’s software development services consist of core and mission-critical custom software development and support, product engineering and testing, and technology consulting.
SYS-CON Events announced today that Dyn, the worldwide leader in Internet Performance, will exhibit at SYS-CON's 17th International Cloud Expo®, which will take place on November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Dyn is a cloud-based Internet Performance company. Dyn helps companies monitor, control, and optimize online infrastructure for an exceptional end-user experience. Through a world-class network and unrivaled, objective intelligence into Internet conditions, Dyn ensures traffic gets delivered faster, safer, and more reliably than ever.