行動寬頻連線市場:第6版 是由出版商Berg Insight AB在2011年09月所出版的。
這份英文市場調查報告書價格從美金1500起跳。
本報告,調查分析歐洲以及北美的行動寬頻連線市場,提供市場動向、技術動向、主要廠商檔案資料、主要電信業者的行動寬頻策略等,由下列摘要形式闡述。
報告摘要
第1章 市場環境
第2章 3G/LTE網路技術的發展
- 無線技術發展藍圖
- GSM
- 3G網路UMTS/WCDMA-3GPP Release 99
- HSDPA-3GPP Release 5
- HSDPA-3GPP Release 6
- HSPA+-3GPP Release 7
- HSPA+-3GPP Release 8以及之後
- LTE-3GPP Release 8、9、10
- CDMA/EVDO track
- 其他無線技術
- 技術的比較
- HSPA+與LTE的網路展開
- 網路基礎建設的發展
- 從傳統網路至進化的網路架構
- 後置網路能力的提升
- 新頻寬的擴大
- 無線晶片組的發展
第3章 行動寬頻裝置的廠商
- 行動寬頻數據裝置以及外觀尺寸
- 行動寬頻連線價值鏈
- USB數據機
- 閘道器
- 嵌入式解決方案
- PC卡
- 行動寬頻裝置廠商
- Huawei
- ZTE
- Option
- Novatel Wireless
- Sierra Wireless
- AnyDATA
- BandRich
- Onda Communication
- Teltonika
- Axesstel
- C-motech
- Samsung
- Franklin Wireless
- 其他
- 嵌入式解決方案廠商
第4章 筆記型PC與平板電腦的整合
- 全球的筆記型PC與平板電腦市場
- 筆記型PC市場的動向
- 筆記型PC廠商的市佔率
- 平板電腦市場的動向
- 平板電腦廠商的市佔率
- 筆記型PC的行動寬頻整合
- 筆記型電腦以及平板電腦廠商
- Hewlett-Packard
- Acer
- Dell
- Lenovo
- 東芝
- ASUS
- Apple
- Samsung Electronics
- 索尼
- Motorola
- Research In Motion
第5章 電信業者的行動寬頻策略
- 行動寬頻的使用
- 商業模式
- 後付費模式契約
- 預付式契約
- 與其他服務的綑綁式服務
- 價格與條件
- 3 Group
- Deutsche Telecom
- France Telecom
- KPN Group
- Telecom Italia
- Telekom Austria
- Telia Sonera
- Telefonica Group
- Vodafone Group
- Verizon Wireless
- AT&T
- Sprint
第6章 預測與結論
- 市場摘要
- 裝置市場
- 歐洲的行動寬頻服務市場
- 北美的行動寬頻服務市場
用語
圖表
Abstract
Summary
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
20.6 percent of the total number of broadband connections, compared to 13.2
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 the
majority of data traffic on mobile networks is generated by notebook PC users
that surf the Internet. Fair use policies must be implemented to ensure
network availability and pricing must be predictable. International roaming is
still largely hindered by prohibitive pricing, making services utterly
unattractive to use abroad.
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 devices in 2010 to 92.7 million, with
Europe and North America accounting for 27.4 million units and 8.5 million
units respectively. In addition, shipments of embedded modules reached an
estimated 9.5 million units. Expectations on embedded solutions for mobile PCs
have been high during the past years, but the attach rate is still relatively
low at 4.7 percent in 2010. The European market for external mobile broadband
modems grew by 13 percent in 2010. Growth is forecasted to continue with
shipments reaching 60 million units in 2016, fuelled by strong demand for
mobility in notebook PCs. Also the North American device market will
experience a rapid growth to reach 25 million shipments in 2016. The device
ASP in Europe has fallen steeply over the past years and reached € 31 in
2010. The North American device market is characterized by a larger mix of
mid-range and high-end products, whereby the ASP remained as high as US$ 87 in
2010. Berg Insight predicts that the ASP decline rate will slow down
significantly in Europe during the next few years, whereas in North America
the ASP will even increase in 2011. This is primarily due to a growing share
of HSPA+ and LTE modems and mobile hotspots in the product mix. The EU 23+2
external device market generated an estimated € 856 million in 2010
while the North American market generated estimated revenues of € 522
million.
The European mobile broadband market continues to grow rapidly, with demand
fuelled by declining prices, improved user experience, massive marketing
campaigns and new device categories. Berg Insight estimates that the total
number of mobile broadband subscribers in EU 23+2 grew by 33 percent to reach
33.9 million in 2010, while the estimated operator revenues reached €
5.9 billion. The European mobile broadband market is expected to grow at a
compound annual growth rate (CAGR) of 12.4 percent to reach € 11.9
billion in 2016. This revenue growth is driven by strong year-on-year net
additions to the subscriber base, which is projected to reach 96 million by
2016. Today, a majority of the users subscribe to data bundles for 12 or 24
months, but as the market matures a majority of new subscribers will only be
occasional users generating lower network ARPU.
Berg Insight estimates that the number of mobile broadband subscribers in
North America reached 14.6 million by the end of 2010. The subscriber base is
forecasted to grow at a CAGR of 25.8 percent to reach 58 million subscribers
in 2016. The estimated service revenues were about US$ 8.3 billion in 2010 and
are expected to grow at a CAGR rate of 12.4 percent to reach US$ 16.6 billion
by 2016. The growth in North America is currently accelerating primarily due
to the increasing uptake of tablet data plans and the introduction of LTE.
Huawei has established itself as the world' s largest supplier of mobile
broadband terminals holding a market share of 49 percent and has a
particularly strong foothold in Europe. ZTE is the second largest vendor with
clear margins capturing a market share of 31 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. Two of the largest telecom vendors
- Ericsson and Qualcomm - entered the market for embedded solutions in 2008
and have managed to sign contracts with many of the major notebook vendors.
The two companies captured a market share of 83 percent together on this
market in 2010.
Table of Contents
List of Figures
Executive summary
1 Market environment
- 1.1 Internet usage
- 1.2 The European broadband communications market
- 1.2.1 Fixed broadband market
- 1.2.2 Wireless market
- 1.3 The North American broadband communications market
- 1.3.1 Fixed broadband market
- 1.3.2 Wireless market
2 Evolved 3G/LTE network technology
- 2.1 Wireless technology roadmap
- 2.1.1 GSM
- 2.1.2 3G networks UMTS/WCDMA - 3GPP Release 99
- 2.1.3 HSDPA - 3GPP Release 5
- 2.1.4 HSUPA - 3GPP Release 6
- 2.1.5 HSPA+ - 3GPP Release 7
- 2.1.6 HSPA+ - 3GPP Release 8 and further evolution
- 2.1.7 LTE - 3GPP Release 8, 9 and 10
- 2.1.8 The CDMA/EVDO track
- 2.1.9 Other wireless technologies
- 2.1.10 Comparison of technologies
- 2.1.11 HSPA+ and LTE network deployments
- 2.2 Evolution of network infrastructure
- 2.2.1 From traditional to evolved network architecture
- 2.2.2 Improving network backhaul capacity
- 2.2.3 Expansion to new frequency bands
- 2.3 Evolution of wireless chipsets
3 Mobile broadband device vendors
- 3.1 Mobile Broadband data terminals and form factors
- 3.1.1 The mobile broadband connectivity value chain
- 3.1.2 USB modems
- 3.1.3 Gateways
- 3.1.4 Embedded solutions
- 3.1.5 PC-cards
- 3.2 Mobile broadband terminal vendors
- 3.2.1 Huawei
- 3.2.2 ZTE
- 3.2.3 Option
- 3.2.4 Novatel Wireless
- 3.2.5 Sierra Wireless
- 3.2.6 AnyDATA
- 3.2.7 BandRich
- 3.2.8 Onda Communication
- 3.2.9 Teltonika
- 3.2.10 Axesstel
- 3.2.11 C-motech
- 3.2.12 Samsung
- 3.2.13 Franklin Wireless
- 3.2.14 Others
- 3.3 Embedded solution vendors
- 3.3.1 Ericsson
- 3.3.2 Qualcomm
- 3.3.3 Others
4 Notebook PC and tablet integration
- 4.1 The global notebook PC and tablet market
- 4.1.1 Notebook PC market trends
- 4.1.2 Notebook PC vendor market shares
- 4.1.3 Tablet market trends
- 4.1.4 Tablet vendor market shares
- 4.2 Integration of mobile broadband in notebook PCs
- 4.3 Integration of mobile broadband in tablets
- 4.4 Notebook and tablet vendors
- 4.4.1 Hewlett-Packard
- 4.4.2 Acer
- 4.4.3 Dell
- 4.4.4 Lenovo
- 4.4.5 Toshiba
- 4.4.6 ASUS
- 4.4.7 Apple
- 4.4.8 Samsung Electronics
- 4.4.9 Sony
- 4.4.10 Motorola
- 4.4.11 Research In Motion
5 Operator strategies for mobile broadband
- 5.1 Mobile broadband usage
- 5.2 Business models
- 5.2.1 Postpaid subscriptions
- 5.2.2 Prepaid subscriptions
- 5.2.3 Bundling with other services
- 5.3 Pricing and conditions
- 5.3.1 Pricing
- 5.3.2 International roaming
- 5.3.3 Terms of use
- 5.4 3 Group
- 5.5 Deutsche Telecom
- 5.6 France Telecom
- 5.7 KPN Group
- 5.8 Telecom Italia
- 5.9 Telekom Austria
- 5.10 TeliaSonera
- 5.11 Telefonica Group
- 5.12 Vodafone Group
- 5.13 Verizon Wireless
- 5.14 AT&T
- 5.15 Sprint
6 Forecasts and conclusions
- 6.1 Market summary
- 6.2 Device market
- 6.2.1 Vendor market shares
- 6.2.2 Form factor trends
- 6.3 The European mobile broadband service market
- 6.3.1 Pricing trends
- 6.3.2 Network technology trends
- 6.3.3 Service convergence trends
- 6.4 The North American mobile broadband service market
- 6.4.1 Pricing trends
- 6.4.2 Network technology trends
Glossary
List of Figures
- Figure 1.1: Global broadband traffic by application category (2010)
- Figure 1.2: Fixed broadband market data (EU23+2 2010)
- Figure 1.3: Fixed broadband operators by number of subscribers (EU23+2
2010)
- Figure 1.4: Mobile operators by number of subscribers (EU27+2 Q4-2010)
- Figure 1.5: Fixed broadband market data (North America 2010)
- Figure 1.6: Fixed broadband operators by number of subscribers (North
America 2010)
- Figure 1.7: Mobile operators by number of subscribers (North America
Q4-2010)
- Figure 2.1: Wireless cellular subscribers by standard (Worldwide Q4-2010)
- Figure 2.2: Technical performance data for 3GPP Release 5 (HSDPA)
- Figure 2.3: Technical performance data for 3GPP Release 6 (HSUPA)
- Figure 2.4: Theoretical peak data rates by technology
- Figure 2.5: Evolution of different wireless technologies
- Figure 2.6: Correlation between bitrate and coverage
- Figure 2.7: Average range of latency for a ping roundtrip
- Figure 2.8: Examples of HSPA+ networks in Europe (May 2011)
- Figure 2.9: Examples of LTE deployments in Europe and North America
- Figure 2.10: UMTS network architecture
- Figure 2.11: LTE network architecture
- Figure 2.12: Data traffic in Swedish cellular networks (Sweden 2005 - 2010)
- Figure 2.13: Telecom Italia' s planned backhaul upgrade
- Figure 2.14: Spectrum bands and available FDD blocks for mobile broadband
- Figure 3.1: The mobile broadband connectivity value chain
- Figure 3.2: Examples of USB modems
- Figure 3.3: Examples of wireless gateways
- Figure 3.4: Examples of embedded mobile broadband modules
- Figure 3.5: Examples of PC-card models
- Figure 3.6: Selection of mobile broadband products from Huawei
- Figure 3.7: Selection of mobile broadband products from ZTE
- Figure 3.8: Selection of mobile broadband products from Option
- Figure 3.9: Selection of mobile broadband products from Novatel Wireless
- Figure 3.10: Selection of mobile broadband products from Sierra Wireless
- Figure 4.1: Notebook PC shipments (Western Europe 2004 - 2010)
- Figure 4.2: Notebook PC vendor market shares (World 2010)
- Figure 4.3: Tablet shipments (World 2010)
- Figure 4.4: Number of notebook PC models with integrated HSPA (2007 - 2011)
- Figure 4.5: Connected tablet shipments (World 2010)
- Figure 5.1: Pay as you go mobile broadband offers from 3 UK (June 2011)
- Figure 5.2: Share prepaid of new mobile broadband contracts in the UK
(2008 - 2009)
- Figure 5.3 Retail and wholesale price caps on data (July 2011)
- Figure 5.4: Tariffs for Telekom Austria' s roaming packages (May 2011)
- Figure 5.5: Roaming packages from Vodafone Netherlands (May 2011)
- Figure 5.6: 3 Austria' s roaming tariffs (May 2011)
- Figure 5.7: 3 Group mobile broadband subscribers by market (2010)
- Figure 5.8: 3 Group mobile broadband tariffs by country (May 2011)
- Figure 5.9: T-Mobile broadband tariffs by country (May 2011)
- Figure 5.10: Orange mobile broadband subscribers in key markets (2010)
- Figure 5.11: Orange mobile broadband tariffs by country (May 2011)
- Figure 5.12: KPN mobile broadband tariffs by country (May 2011)
- Figure 5.13: Telecom Italia mobile broadband tariffs (May 2011)
- Figure 5.14: A1 Mobilkom mobile broadband subscribers (2006 - 2010)
- Figure 5.15: Telekom Austria mobile broadband tariffs (May 2011)
- Figure 5.16: TeliaSonera mobile broadband tariffs by country (May 2011)
- Figure 5.17: Telefonica O2 mobile broadband tariffs by country (May 2011)
- Figure 5.18: Vodafone mobile broadband subscribers (FY2005 - FY2011)
- Figure 5.19: Vodafone mobile broadband tariffs by country (May 2011)
- Figure 5.20: Verizon Wireless mobile broadband tariffs (May 2011)
- Figure 5.21: AT&T mobile broadband subscribers (US 2007 - 2010)
- Figure 5.22: AT&T mobile broadband tariffs (May 2011)
- Figure 5.23: Sprint mobile broadband tariffs (May 2011)
- Figure 6.1: Mobile broadband market summary (EU/NA 2010 - 2016)
- Figure 6.2: Mobile broadband device shipments and revenues (EU/NA 2010 -
2016)
- Figure 6.3: Revenues and shipments of external devices by vendor and
region (2010)
- Figure 6.4: Embedded module shipments to PC OEMs by vendor (2010)
- Figure 6.5: Mobile broadband shipments by product category and region
(2010 - 2016)
- Figure 6.6: Shipments of notebooks with embedded mobile broadband (EU/NA
2010 - 16)
- Figure 6.7: Shipments of tablets with embedded cellular connectivity
(EU/NA 2010 - 16)
- Figure 6.8: Mobile broadband subscribers and operator revenues (Europe
2010 - 2016)
- Figure 6.9: Mobile broadband market data (EU23+2 2010)
- Figure 6.10: Average monthly fee for mobile broadband services (Europe
June 2011)
- Figure 6.11: Mobile broadband subscribers and operator revenues (NA 2010 -
2016)