Abstract
Summary
This report is required reading for anyone tracking the state of the cellular
base station market and its associated markets in base station semiconductors.
Included in this report are the three top forecasts for monitoring the base
station equipment and base station semiconductor markets: new base stations,
new base station revenue, and new base station semiconductor revenue. All
three of these forecasts are broken-out by technology and region.
While research reports of competitor companies contain forecasts of sectors
shipped, or base stations worldwide, this report digs deeper to give a clearer
view on the market by expanding on the technology breakdown and regional
makeup of base station shipments.
Going forward, this will be a tough time for those producing base station
equipment and semiconductors, and the weaker companies, or those poorly
positioned, will not likely survive. Not only are we facing an economic
slowdown the likes of which have not been seen in 25 years, but also
infrastructure manufacturers are just coming off an unusual infrastructure
growth spurt, with operators around the world spending billions on new 3G
equipment. Unfortunately, that growth couldn' t go on forever, and there is
nothing like a good recession to get operators to rethink their spending plans.
With the transition to WCDMA, spending on GSM base stations is coming to a
halt quickly, but some operators are transitioning to EDGE, and have no
immediate plans to spend large cash outlays for new WCDMA equipment. CDMA
equipment manufacturers face a different challenge. CDMA operators are
actively upgrading their equipment to CDMA2000 1X EV-DO, but without an
evolutionary technology enhancement path beyond that technology, CDMA
operators are becoming increasingly hesitant to invest more money into their
CDMA systems. To make matters worse, some operators are switching from CDMA to
EDGE, and, even in South Korea, CDMA subscribers are getting snatched away by
WCDMA systems.
HIGHLIGHTS
- Base station semiconductor revenue will decline an average of 12.3% per
year from 2008 - 2012.
- The slowing worldwide economy is having wide-ranging negative effects on
all regions, with the possible exception of Africa.
- Base station semiconductor revenue will drop from $7.2B in 2007 to $4.6B
in 2008.
What' s in the Report?
- Cellular base station unit forecasts by technology and region, cellular
base station revenue forecasts by technology and region, and base station
semiconductor revenue by technology and region.
Whose Needs Does This Report Address?
- Infrastructure manufacturers
- Wireless operators
- Semiconductor companies that make components for cellular base stations
- Backhaul companies
What Questions Does This Report Answer?
- What is the size of this market?
- How are prices adjusting to changing demands?
- What are the regional impacts on the market?
- What are the expectations for future growth?
- How is our slowing economy impacting base station sales?
Table of Contents
In This Update
- Introduction to Update
- North America
- Latin America, South America, and Caribbean
- Eastern Europe
- Western Europe
- Asia/Pacific
- Middle East and Africa
- Worldwide Total
List of Tables
- Table 1. North America New Base Stations (Units)
- Table 2. North America New Base Station Revenue (US$ in Millions)
- Table 3. North America New Base Station Semiconductor Revenue (US$ In
Millions)
- Table 4. Latin, South America, and Caribbean New Base Stations (Units)
- Table 5. Latin, South America, and Caribbean New Base Station Revenue (US$
in Millions)
- Table 6. Latin, South America, and Caribbean New Base Station
Semiconductor Revenue (US$ in Millions)
- Table 7. Eastern Europe New Base Stations (Units)
- Table 8. Eastern Europe New Base Station Revenue (US$ in Millions)
- Table 9. Eastern Europe New Base Station Semiconductor Revenue (US$ in
Millions)
- Table 10. Western Europe New Base Stations (Units)
- Table 11. Western Europe New Base Station Revenue (US$ in Millions)
- Table 12. Western Europe New Base Station Semiconductor Revenue (US$ in
Millions)
- Table 13. Asia/Pacific New Base Stations (Units)
- Table 14. Asia/Pacific New Base Station Revenue (US$ in Millions)
- Table 15. Asia/Pacific New Base Station Semiconductor Revenue (US$ in
Millions)
- Table 16. Middle East and Africa New Base Stations (Units)
- Table 17. Middle East and Africa New Base Station Revenue (US$ in Millions)
- Table 18. Middle East and Africa New Base Station Semiconductor Revenue
(US$ in Millions)
- Table 19. Worldwide Total New Base Stations (Units)
- Table 20. Total Worldwide New Base Station Revenue (US$ in Millions)
- Table 21. Total Worldwide Base Station Semiconductor Revenue (US$ in
Millions)
List of Figures
- Figure 1. North America New Base Stations (Units)
- Figure 2. North American New Base Station Revenue (US$ In Millions)
- Figure 3. North American New Base Station Semiconductor Revenue (US$ in
Millions)
- Figure 4. Latin, South America, and Caribbean New Base Stations (Units)
- Figure 5. Latin, South America, and Caribbean New Base Station Revenue
(US$ in Millions)
- Figure 6. Latin, South American, and Caribbean New Base Station
Semiconductor Revenue (US$ in Millions)
- Figure 7. Eastern Europe New Base Stations (Units)
- Figure 8. Eastern Europe New Base Station Revenue (US$ in Millions)
- Figure 9. Eastern Europe New Base Station Semiconductor Revenue (US$ in
Millions)
- Figure 10. Western Europe New Base Stations (Units)
- Figure 11. Western Europe New Base Station Revenue (US$ in Millions)
- Figure 12. Western Europe New Base Station Semiconductor Revenue (US$ in
Millions)
- Figure 13. Asia/Pacific New Base Stations (Units)
- Figure 14. Asia/Pacific New Base Station Revenue (US$ in Millions)
- Figure 15. Asia/Pacific New Base Station Semiconductor Revenue (US$ in
Millions)
- Figure 16. Middle East and Africa New Base Stations (Units)
- Figure 17. Middle East and Africa New Base Station Revenue (US$ in
Millions)
- Figure 18. Middle East and Africa New Base Station Semiconductor Revenue
(US$ in Millions)
- Figure 19. Total Worldwide New Base Stations by Subtechnology (Units)
- Figure 20. Total New Base Stations by Main Technology (Units)
- Figure 21. Total New Base Station Revenue by Subtechnology (US$ in
Millions)
- Figure 22. Total Worldwide Base Station Revenue by Main Technology (US$ in
Millions)
- Figure 23. Total Worldwide New Base Station Semiconductor Revenue by
Subtechnology (US$ in Millions)
- Figure 24. Total Worldwide New Base Station Semiconductor Revenue by Main
Technology (US$ in Millions)
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