Table of Contents Table of Contents......................................................................................................................... i List of Figures.............................................................................................................................. v Executive summary..................................................................................................................... 1 1
Form factor trends............................................................................................. 130 The European mobile broadband service market................................................... 132
List of Figures Figure 1.1: Most popular online activities across Western Europe 24–34 year olds (2008) ...... 4 Figure 1.2: Fixed broadband market data (EU23+2 2009)........................................................ 6 Figure 1.3: Fixed broadband operators by number of subscribers (EU23+2 2009) ................. 7 Figure 1.4: Mobile operators by number of subscribers (EU27+2 Q4-2009) ............................ 9 Figure 1.5: Fixed broadband market data (North America 2009) ............................................ 10 Figure 1.6: Fixed broadband operators by number of subscribers (North America 2009)...... 11 Figure 1.7: Mobile operators by number of subscribers (North America Q4-2009)................. 13 Figure 2.1: Wireless subscribers by standard (Worldwide Q2-2009)....................................... 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: Evolution of different wireless technologies ........................................................... 28 Figure 2.5: Theoretical peak data rates by technology ............................................................ 29 Figure 2.6: Correlation between bitrate and coverage ............................................................. 30 Figure 2.7: Average range of latency for a ping roundtrip........................................................ 31 Figure 2.8: HSPA+ networks in Europe ................................................................................... 32 Figure 2.9: Scheduled LTE deployments in Europe and North America ................................. 33 Figure 2.10: UMTS network architecture .................................................................................. 35 Figure 2.11: LTE network architecture...................................................................................... 37 Figure 2.12: UMTS data traffic in Swedish cellular networks (Sweden 2006–2009) ................ 39 Figure 2.13: Telecom Italia’s planned backhaul upgrade ........................................................ 41 Figure 3.1: Examples of USB-modems .................................................................................... 48 Figure 3.2: Examples of embedded mobile broadband modules............................................ 50 Figure 3.3: Examples of PC-card models ................................................................................. 51 Figure 3.4: Examples of wireless gateways.............................................................................. 52 Figure 3.5: Selection of mobile broadband terminal products from Huawei ........................... 54 Figure 3.6: Selection of mobile broadband terminal products from Option ............................ 58 Figure 3.7: Selection of mobile broadband terminal products from Novatel Wireless............. 60 Figure 3.8: Selection of mobile broadband terminal products from Sierra Wireless ............... 62
STRATEGIC NGT RESEARCH RESEARCH SERIES SERIES
v
INDEX
THE MOBILE BROADBAND CONNECTIVITY MARKET
Figure 4.1: Notebook PC shipments (Western Europe 2004–2009) ........................................ 70 Figure 4.2: Notebook PC vendor market shares (World 2009) ................................................ 71 Figure 4.3: Number of notebook PC models with integrated HSPA (2007–2010) ................... 72 Figure 5.1: Distribution of data consumption among different users (2009)............................ 84 Figure 5.2: Prepaid MBB offers from Telia in Sweden (May 2010)........................................... 87 Figure 5.3: Share prepaid of new mobile broadband contracts in the UK (2008-2009) .......... 88 Figure 5.4: Tariffs for Telekom Austria’s roaming packages (May 2010) ................................. 91 Figure 5.5: Roaming packages from Vodafone Netherlands (May 2010) ................................ 91 Figure 5.6: 3 Austria’s roaming tariffs (May 2010) .................................................................... 92 Figure 5.7: 3 Group mobile broadband subscribers by market (2009).................................... 94 Figure 5.8: 3 Group mobile broadband tariffs by country (May 2010) ..................................... 96 Figure 5.9: T-Mobile broadband tariffs by country (May 2010) ................................................ 99 Figure 5.10: Orange mobile broadband subscribers in key markets (2009) ......................... 101 Figure 5.11: Orange mobile broadband tariffs by country (May 2010) .................................. 102 Figure 5.12: KPN mobile broadband tariffs by country (May 2010) ....................................... 105 Figure 5.13: Telecom Italia mobile broadband tariffs (May 2010).......................................... 106 Figure 5.14: A1 Mobilkom mobile broadband subscribers (2006–2009) ............................... 108 Figure 5.15: Telekom Austria mobile broadband tariffs (May 2010) ...................................... 109 Figure 5.16: TeliaSonera mobile broadband tariffs by country (May 2010)........................... 111 Figure 5.17: Telefonica O2 mobile broadband tariffs by country (May 2010)......................... 114 Figure 5.18: Vodafone mobile broadband subscribers (FY2005–FY2010) ............................ 116 Figure 5.19: Vodafone mobile broadband tariffs by country (May 2010)............................... 118 Figure 5.20: Verizon Wireless mobile broadband tariffs (May 2010)...................................... 120 Figure 5.21: AT&T mobile broadband subscribers (US 2007–2010) ..................................... 121 Figure 5.22: AT&T mobile broadband tariffs (May 2010) ....................................................... 122 Figure 5.23: Sprint mobile broadband tariffs (May 2010)....................................................... 123 Figure 6.1: European mobile broadband market summary (2009–2015) .............................. 125 Figure 6.2: North American mobile broadband market summary (2009–2015)..................... 126 Figure 6.3: Mobile broadband device shipments and revenues (EU/NA 2009–2015) ........... 127 Figure 6.4: Revenues and shipments of external devices by vendor and region (2009)....... 128 Figure 6.5: Embedded module shipments to PC OEMs by vendor (2009)............................ 130 Figure 6.6: Shipments of notebooks with embedded mobile broadband (EU/NA 2009–15) 132
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STRATEGIC RESEARCH NGT RESEARCH SERIESSERIES
THE MOBILE BROADBAND CONNECTIVITY MARKET
INDEX
Figure 6.7: Mobile broadband subscribers and operator revenues (Europe 2009–2015)..... 133 Figure 6.8: Mobile broadband market data (EU23+2 2009).................................................. 135 Figure 6.9: Average monthly fee for mobile broadband services (Europe May 2010) .......... 137
