全球通訊設備市場

Overview

Worldwide telecom equipment markets will post a 4.8% CAGR over the 2005-2010 period.

Service providers' capital expenditures momentum remains robust in 2006 (+7%) driven by emerging regions but carrier consolidation in mature markets affects long term outlook.

The industry landscape is profoundly changing under consolidation, reorganisation and increasing competition from emerging region vendors.

Cisco remains the largest network infrastructure vendor worldwide ahead of Alcatel/Lucent, Ericsson/Marconi and Nokia/Siemens.

Mobile handsets and network infrastructure (radio access and core), optical transmission and next gen voice switching hold the strongest growth potential over the next 5 years.

China is now the second largest telecom infrastructure market worldwide behind the US but ahead of Japan.

• Worldwide telecom equipment markets will post a 4.8% CAGR over the 2005-2010 period
• Service providers' capital expenditures momentum remains robust in 2006
• The industry landscape is profoundly changing under consolidation, reorganisation and increasing competition
• Mobile handsets and network infrastructure, optical transmission and next gen voice switching hold the strongest growth potential over the next 5 years
• Equipment deployment dynamics in each major geographical market
• Positioning of the leading equipment vendors

• End user equipment
• Enteprise network equipment
• Wireline access
• Mobile infrastructure
• Optical transmission
• Voice Switches
• Carrier data routers and switches
• OSS/BSS
• Fibers & Cables

• “The world telecom equipment market” report is composed of several parts which are drafted and updated throughout the year.
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Table of Contents

1. 2006 world telecom equipment vendor rankings

• 1.1. Network equipment segment
  • 1.1.1. Carrier fixed equipment segment
  • 1.1.2. Carrier mobile equipment segment
  • 1.1.3. Entreprise equipment segment
• 1.2. Professional Services
• 1.3. Mobile terminal manufacturers

2. Segment analysis

• 2.1. Fixed broadband access equipment
• 2.2. Carrier data routers and switches
• 2.3. Mobile access network
• 2.4. Optical transmission
• 2.5. Managed services

• Table 1 : Global telecom infrastructure vendors ranking in 2006
• Table 2 : Global mobile terminal manufacturers ranking in 2006
• Table 3 : Global network equipment vendors ranking in 2006
• Table 4 : Market share for DSL ports shipped by infrastructure vendors, 2004-2006
• Table 5 : Service Provider router market shares of the infrastructure vendors in 2006
• Table 6 : Carrier Ethernet Switch/Router market shares of the infrastructure vendors in 2006
• Table 7: GSM market share of the infrastructure vendors 2005-2006
• Table 8 : WCDMA market share of the infrastructure vendors 2005-2006
• Table 9 : CDMA 2000 and EV-DO market share of the infrastructure vendors 2005-2006
• Table 10: Optical transmission market share for the infrastructure vendors in 2005
• Table 11: Network managed services market shares based on number of announced contracts the 4 major suppliers in ‘04-' 07

• Figure 1: Global equipment suppliers' revenue trends between 2005 and 2006
• Figure 2 : Position of Equipment Manufacturers in 2006
• Figure 3 : Main equipment supplier market shares by segment in 2006
• Figure 4 : Ranking of major infrastructure vendors in fixed carrier equipment segment in 2006
• Figure 5 : Major infrastructure vendors' fixed carrier equipment revenue growth between 2005 - 2006
• Figure 6 : Pro forma market shares of main infrastructure vendors in the fixed carrier equipment segment in 2006
• Figure 7 : Ranking of major infrastructure vendors in mobile carrier equipment segment in 2006
• Figure 8 : Major infrastructure vendors' mobile carrier equipment revenue growth between 2005 - 2006
• Figure 9 : Pro forma market shares of main infrastructure vendors in the mobile carrier equipment segment in 2006
• Figure 10 : Ranking of major infrastructure vendors in enterprise equipment segment in 2006
• Figure 11 : Major infrastructure vendors' enterprise equipment revenue growth between 2005 - 2006
• Figure 12 : Pro forma market shares of main infrastructure vendors in the entreprise equipment segment in 2006
• Figure 13 : Ranking of major infrastructure vendors in professional services segment in 2006
• Figure 14 : Major infrastructure vendors' professional services revenue growth between 2005 - 2006
• Figure 15 : Pro forma market shares of main infrastructure vendors in the professional services segment in 2006
• Figure 16 : Global mobile terminal manufacturers' revenues between 2005 and 2006
• Figure 17 : Market share of mobile terminal manufacturers in terms of volumes in 2006

• China
• France
• Germany
• India
• Italy
• Japan
• Spain
• South Korea
• United Kingdom
• United States

China

• Table 1: Changes in spending in telecom investment by Chinese operators, 2003-2005
• Table 2: Changes in Subscriber Bases for wireline broadband (2003-2005) by technology in China
• Table 3: Changes in subscriber bases for DSL lines (2003-2005) by operator in China
• Table 4: Changes in Subscriber Bases for cable line (2003-2005) in China
• Table 5: Changes in Subscriber Bases for FTTx/Ethernet lines (2003-2005) by operator in China
• Table 6: Equipment Suppliers for Broadband Infrastructure in China
• Table 7: Significant broadband infrastructure contracts (mid 2005/mid 2006) in China
• Table 8: Changes in mobile subscriber bases (2003-2005) by technology in China
• Table 9: Changes in mobile subscriber bases (2003-2005) by operator in China
• Table 10: Equipment Suppliers for Mobile Infrastructure in China
• Table 11: Significant Mobile Infrastructure Contracts (mid 2005/mid 2006) in China
• Table 12 : World Telecom Equipment Market in China by Segment in USD Millions, 2005-2010

France

• Table 13: Changes in spending in telecom investment by French operators, 2003-2005
• Table 14: Changes in Subscriber Bases for wireline broadband (2003-2005) by technology in France
• Table 15: Changes in Subscriber Bases for DSL lines (2003-2005) by operator in France
• Table 16: Changes in Subscriber Bases for cable lines (2003-2005) by operator in France
• Table 17: Equipment Suppliers for Broadband Infrastructure in France
• Table 18: Significant broadband infrastructure contracts (mid 2005/mid 2006) in France
• Table 19: Changes in mobile subscriber bases (2003-2005) by technology in France
• Table 20: Changes in mobile subscriber bases (2003-2005) by operator in France
• Table 21: Equipment Suppliers for Mobile Infrastructure in France
• Table 22: Significant Contracts for Mobile Infrastructure (mid 2005/mid 2006) in France
• Table 23 : World Telecom Equipment Market in France by Segment in USD Millions, 2005-2010

Germany

• Table 24: Changes in spending in telecom investment by German operators, 2003-2005
• Table 25: Changes in Subscriber Bases for wired broadband (2003-2005) by technology in Germany
• Table 26: Changes in Subscriber Bases for DSL lines (2003-2005) by operator in Germany
• Table 27: Changes in Subscriber Bases for cable lines (2003-2005) by operator in Germany
• Table 28: Equipment Suppliers for Broadband Infrastructure in Germany
• Table 29: Significant broadband infrastructure contracts (mid 2005/mid 2006) in Germany
• Table 30: Changes in mobile subscriber bases (2003-2005) by technology in Germany
• Table 31: Changes in mobile subscriber bases (2003-2005) by operator in Germany
• Table 32: Equipment Suppliers for Mobile Infrastructure in Germany
• Table 33: Significant Mobile Infrastructure Contracts (mid 2005/mid 2006) in Germany
• Table 34 : World Telecom Equipment Market in Germany by Segment in USD Millions, 2005-2010

India

• Table 35: Changes in spending in telecom investment by Indian operators, 2003-2005
• Table 36: Changes in Subscriber Bases for wireline broadband (2003-2005) by technology in India
• Table 37: Significant broadband infrastructure contracts (mid 2005/mid 2006) in India
• Table 38: Changes in mobile subscriber bases (2003-2005) by technology in India
• Table 39: Changes in mobile subscriber bases (2003-2005) by operator in India
• Table 40: Equipment Suppliers for Mobile Infrastructure in India
• Table 41: Significant Mobile Infrastructure Contracts (mid 2005/mid 2006) in India
• Table 42 : World Telecom Equipment Market in India by Segment in USD Millions, 2005-2010

Italy

• Table 43: Changes in spending in telecom investment by Italian operators, 2003-2005
• Table 44: Changes in Subscriber Bases for wireline broadband (2003-2005) by technology in Italy
• Table 45: Changes in Subscriber Bases for DSL lines (2003-2005) by operator in Italy
• Table 46: Changes in Subscriber Bases for FTTx/Ethernet LAN lines (2003-2005) by operator in Italy
• Table 47: Equipment Suppliers for Broadband Infrastructure in Italy
• Table 48: Significant broadband infrastructure contracts (mid 2005/mid 2006) in Italy
• Table 49: Changes in mobile subscriber bases (2003-2005) by technology in Italy
• Table 50: Changes in mobile subscriber bases (2003-2005) by operator in Italy
• Table 51: Equipment Suppliers for Mobile Infrastructure in Italy
• Table 52 : World Telecom Equipment Market in Italy by Segment in USD Millions, 2005-2010

Japan

• Table 53: Changes in spending in telecom investment by Japanese operators, 2003-2005
• Table 54: Changes in Subscriber Bases for wireline broadband (2003-2005) by technology in Japan
• Table 55: Changes in Subscriber Bases for DSL lines (2003-2005) by operator in Japan
• Table 56: Changes in Subscriber Bases for cable lines (2003-2005) by operator in Japan
• Table 57: Changes in Subscriber Bases for FTTx/Ethernet LAN (2003-2005) by operator in Japan
• Table 58: Equipment Suppliers for Broadband Infrastructure in Japan
• Table 59: Significant Contracts for Mobile Infrastructure (mid 2005/mid 2006) in Japan
• Table 60: Changes in mobile subscriber bases (2003-2005) by technology in Japan
• Table 61: Changes in mobile subscriber bases (2003-2005) by operator in Japan
• Table 62: Equipment Suppliers for Mobile Infrastructure in Japan
• Table 63: Significant Mobile Infrastructure Contracts (mid 2005/mid 2006) in Japan
• Table 64 : World Telecom Equipment Market in Japan by Segment in USD Millions, 2005-2010

Spain

• Table 65: Changes in spending in telecom investment by Spanish operators, 2003-2005
• Table 66: Changes in Subscriber Bases for wireline broadband (2003-2005) by technology in Spain
• Table 67: Changes in Subscriber Bases for DSL lines (2003-2005) by operator in Spain
• Table 68: Changes in Subscriber Bases for cable lines (2003-2005) by operator in Spain
• Table 69: Equipment Suppliers for Broadband Infrastructure in Spain
• Table 70: Significant broadband infrastructure contracts (mid 2005/mid 2006) in Spain
• Table 71: Changes in mobile subscriber bases (2003-2005) by technology in Spain
• Table 72: Changes in mobile subscriber bases (2003-2005) by operator in Spain
• Table 73: Equipment Suppliers for Mobile Infrastructure in Spain
• Table 74: Significant Mobile Infrastructure Contracts (mid 2005/mid 2006) in Spain
• Table 75 : World Telecom Equipment Market in Spain by Segment in USD Millions, 2005-2010

South Korea

• Table 76: Changes in spending in telecom investment by South Korean operators, 2003-2005
• Table 77: Changes in Subscriber Bases for wireline broadband (2003-2005) by technology in South Korea
• Table 78: Changes in Subscriber Bases for DSL lines (2003-2005) by operator in South Korea
• Table 79: Changes in Subscriber Bases for cable lines (2003-2005) by operator in South Korea
• Table 80: Changes in Subscriber Bases for Ethernet LAN lines (2003-2005) by operator in South

Korea

• Table 81: Equipment Suppliers for Broadband Infrastructure in South Korea
• Table 82: Significant broadband infrastructure contracts (mid 2005/mid 2006) in South Korea
• Table 83: Changes in mobile subscriber bases (2003-2005) by technology in South Korea
• Table 84: Changes in mobile subscriber bases (2003-2005) by operator in South Korea
• Table 85: Equipment Suppliers for Mobile Infrastructure in South Korea
• Table 86: Significant Mobile Infrastructure Contracts (mid 2005/mid 2006) in South Korea
• Table 87 : World Telecom Equipment Market in South Korea by Segment in USD Millions, 2005-2010

United Kingdom

• Table 88: Changes in spending in telecom investment by the United Kingdom operators,
• 2003-2005 in United Kingdom
• Table 89: Changes in Subscriber Bases for wireline broadband (2003-2005) by technology in United Kingdom
• Table 90: Changes in Subscriber Bases for DSL lines (2003-2005) by operator in United Kingdom
• Table 91: Changes in Subscriber Bases for cable lines (2003-2005) by operator in United Kingdom
• Table 92: Equipment Suppliers for Broadband Infrastructure by operator in United Kingdom
• Table 93: Significant broadband infrastructure contracts (mid 2005/mid 2006) in United Kingdom
• Table 94: Changes in mobile subscriber bases (2003-2005) by technology in United Kingdom
• Table 95: Changes in mobile subscriber bases (2003-2005) by operator in United Kingdom
• Table 96: Equipment Suppliers for Mobile Infrastructure in United Kingdom
• Table 97: Significant Mobile Infrastructure Contracts (mid 2005/mid 2006) in United Kingdom
• Table 98 : World Telecom Equipment Market in United Kingdom by Segment in USD Millions, 2005-2010

United States

• Table 99: Changes in spending in telecom investment by American operators, 2003-2005
• Table 100: Changes in Subscriber Bases for wireline broadband (2003-2005) by technology in United States
• Table 101: Changes in Subscriber Bases for DSL lines (2003-2005) by operator in United States
• Table 102: Changes in Subscriber Bases for cable lines (2003-2005) in United States
• Table 103: Changes in Subscriber Bases for FTTH/Ethernet LAN lines (2003-2005) in United States
• Table 104: Equipment Suppliers for Broadband Infrastructure in United States
• Table 105: Significant broadband infrastructure contracts (mid 2005/mid 2006) in United States
• Table 106: Changes in mobile subscriber bases (2003-2005) by technology in United States
• Table 107: Changes in mobile subscriber bases (2003-2005) by operator in United States
• Table 108: Equipment Suppliers for Mobile Infrastructure in United States
• Table 109: Significant mobile infrastructure contracts (mid 2005/mid 2006) in United States
• Table 110 : World Telecom Equipment Market in United States by Segment in USD Millions, 2005-2010

• Alcatel-Lucent
• Avaya
• Ciena
• Cisco
• ECI Telecom
• Ericsson
• Fujitsu
• Huawei
• Juniper Networks
• LG
• Motorola
• NEC
• Nokia
• Nokia Siemens Networks
• Nortel
• Samsung
• Siemens
• Sony Ericsson
• Tellabs
• UTStarcom
• ZTE

• Table 12: Alcatel-Lucent: financial results
• Table 13: Avaya: financial results
• Table 14: Ciena: financial results
• Table 15: Cisco: financial results
• Table 16: Eci Telecom: financial results
• Table 17: Ericsson: financial results
• Table 18: Fujitsu: financial results
• Table 19: Huawei: financial results
• Table 20: Juniper: financial results
• Table 21: LG: financial results
• Table 22: Motorola: financial results
• Table 23: NEC: financial results
• Table 24: Nokia: financial results
• Table 25: Nortel: financial results
• Table 26: Samsung: financial results
• Table 27: Siemens: financial results
• Table 28: Sony Ericsson: financial results
• Table 29: Tellabs: financial results
• Table 30: UTStarcom: financial results
• Table 31: ZTE: financial results

• Figure 1: Alcatel-Lucent : revenues breakdown by activity in 2006
• Figure 2: Alcatel-Lucent : revenues breakdown by region in 2006
• Figure 3: Avaya: revenues breakdown by activity in 2006
• Figure 4: Avaya: revenues breakdown by region in 2006
• Figure 5: Ciena: revenues breakdown by activity in 2006
• Figure 6: Ciena: revenues breakdown by region in 2006
• Figure 7: Cisco: revenues breakdown by activity in 2006
• Figure 8: Cisco: revenues breakdown by region in 2006
• Figure 9: Eci Telecom: revenues breakdown by activity in 2006
• Figure 10: Eci Telecom: revenues breakdown by region in 2006
• Figure 11: Ericsson: revenues breakdown by activity in 2006
• Figure 12: Ericsson: revenues breakdown by region in 2006
• Figure 13: Fujitsu: revenues breakdown by activity in 2006
• Figure 14: Fujitsu: revenues breakdown by region in 2006
• Figure 15: Huawei: revenues breakdown by activity in 2006
• Figure 16: Huawei: revenues breakdown by region in 2006
• Figure 17: Juniper: revenues breakdown by activity in 2006
• Figure 18: Juniper: revenues breakdown by region in 2006
• Figure 19: LG: revenues breakdown by activity in 2006
• Figure 20: LG: revenues breakdown by region in 2006
• Figure 21: Motorola: revenues breakdown by activity in 2006
• Figure 22: Motorola: revenues breakdown by region in 2006
• Figure 23: NEC: revenues breakdown by activity in 2006
• Figure 24: NEC: revenues breakdown by region in 2006
• Figure 25: Nokia: revenues breakdown by activity in 2006
• Figure 26: Nokia: revenues breakdown by region in 2006
• Figure 27: Nortel: revenues breakdown by activity in 2006
• Figure 28: Nortel: revenues breakdown by region in 2006
• Figure 29: Samsung: revenues breakdown by activity in 2006
• Figure 30: Samsung: revenues breakdown by region in 2006
• Figure 31: Siemens: revenues breakdown by activity in 2006
• Figure 32: Siemens: revenues breakdown by region in 2006
• Figure 33: Sony Ericsson: revenues breakdown by activity in 2006
• Figure 34: Tellabs: revenues breakdown by activity in 2006
• Figure 35: Tellabs: revenues breakdown by region in 2006
• Figure 36: UTStarcom: revenues breakdown by activity in 2005
• Figure 37: UTStarcom: revenues breakdown by region in 2005
• Figure 38: ZTE: revenues breakdown by activity in 2006
• Figure 39: ZTE: revenues breakdown by region in 2006