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市場調查報告書

中國的LTE/TD-LTE市場形成 (2015年)

How China is shaping the LTE/TD-LTE market in 2015

出版商 Digitimes Inc. 商品編碼 329618
出版日期 內容資訊 英文 40 Pages
商品交期: 最快1-2個工作天內
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中國的LTE/TD-LTE市場形成 (2015年) How China is shaping the LTE/TD-LTE market in 2015
出版日期: 2015年04月09日 內容資訊: 英文 40 Pages
簡介

2014年全球LTE市場用戶數推算為4億4500萬人。預測2015年到2016年LTE用戶數的年度成長率將超過70%,到2016年達到14億6600萬人。相當於全球3G及4G行動寬頻用戶數整體的70%。推動成長最大的市場在亞太地區,尤其是中國,該地區預測在2015年前期將超越北美,成為全球最大的消費者用LTE市場。

本報告提供全球LTE/TD-LTE市場現狀與中國的影響力的相關調查,提供您全球LTE/TD-LTE市場現狀,China Mobile的配合措施與其影響力,並彙整在中國活動的主要LTE經營者的展望等資料。

全球LTE/TD-LTE市場檢討

  • 全球LTE/TD-LTE市場的狀況
    • China Mobile:4G用戶刺激成長
    • LTE設備數成長到2倍
    • 全球商用LTE網路的穩定擴大
    • LTE經營者前十大企業壟斷消費者市場
    • 消費者用4G LTE市場:朝亞太地區市場發展的趨勢
  • 全球LTE/TD-LTE產業趨勢
    • TD-LTE Advanced:商用規模
    • 業者的產業策略
    • LTE網路的資料流量加速和4G收益模式的不透明性
    • 不如預期的VoLTE
    • LTE Broadcast的盈利判斷:需要多一點時間
    • TD-LTE:900MHz以下寬資源的不足
    • 開發更優質服務
    • 室內覆蓋範圍推動國內的網路&通訊產業

China Mobile的崛起

  • China Mobile的新的4G LTE產業
    • China Mobile:4G用戶的急劇增加
    • 3G用戶轉換到4G的加速
    • 促進4G網路:中國行動網絡用戶數的成長
    • 4G網路加入費用的調整計劃
    • 4G行動裝置的劇增
  • 全球LTE/TD-LTE對產業的影響
    • China Mobile亞太地區轉移全球TD-LTE用戶市場的焦點
    • TD-LTE用戶數佔有率的擴大
    • TD-LTE終端設備模式可用性擴大的高速化
    • 不均衡的全球TD-LTE市場分佈
    • TD-LTE用戶的98%亞太地區
  • 中國的行動對通訊市場的影響
    • 政府的TD-LTE市場推動政策
    • 與混合網路不同的雙重網路
    • 缺乏低頻寬的網路覆蓋範圍之影響
  • 台灣的通訊網路對市場的影響
    • 智慧型手機:推動TD-LTE市場的主要因素
    • 以低成本4G智慧型手機擴大4G用戶為目標的中國
    • 資料設備不明確的經營模式

中國的主要LTE經營者的展望

  • China Mobile
    • 行動數據高成長率但收益·利益未達期待
  • China Mobile:小型基地台·WLAN焦點
    • 室外基地台擴張到室內
    • DAS (Distributed Antenna System)
    • 小型基地台
    • 繼電器解決方案
    • CPE/Wi-Fi引進解決方案
    • All LTE網路和奈米電池+LTE Hi
    • 技術·產業鏈的培養階段
    • Field IOT·商業化的準備
  • Qualcomm·MediaTek
    • 4G LTE基頻晶片朝第2代發展
    • Qualcomm:加速行動服務解決方案的整合
    • HiSilicon:以高階市場為目標
    • 三劍客:MediaTek·Marvell·Intel
    • 不振的高階智慧型手機
    • 全世界的防壟斷法的調查
    • LTE技術的優點低
    • 激化標準規格的LTE:市場競爭
    • 中國:Qualcomm海外的焦點
    • 差異化功能的LTE應用服務
  • Huawei
    • Huawei:探索在國際規格設定上更大的發言權
    • 市場領導
    • 創新的服務供應商
    • 挑戰者
    • 利基市場
    • 強化企業的競爭上優勢
    • 擴大國際影響力
    • 以獲得國際標準設定上的領導者角色為目標
目錄

Digitimes Research estimates that the global LTE market doubled in size to 445 million users in 2014 and we further forecast that annual growth in the number of LTE users will remain above 70% between 2015-2016, with the overall market reaching 1.466 billion users by 2016, representing 70% of the total number of global mobile broadband (including 3G+4G) users. Driving that growth is the Asia-Pacific region, especially China, and the region will surpass North America to become the world's largest consumer LTE market in the first half of 2015.

Table of Contents

2014 global LTE/TD-LTE market review

  • Status of global LTE/TD-LTE market
    • China Mobile stimulates 4G user growth in 2H14
    • Number of LTE devices double
    • Steady growth in number of global commercial LTE networks
    • Chart 1: Global LTE user and device breakdown, 2012-2016
    • Ten largest LTE operators control 78% of consumer market
    • Consumer 4G LTE market tilting toward Asia-Pacific region
    • Chart 2: Asia-Pacific region to become largest consumer LTE market in 1H15
  • Global LTE/TD-LTE industry trends
    • TD-LTE Advanced reaches commercial scale in 2016
    • Operator business strategies
    • Chart 3: TD-LTE-Advanced lagging FD-LTE by more than three years in development cycle
    • LTE networks accelerate data traffic but 4G profit models still not clear
    • Chart 4: South Korea LTE user trends, 4Q11-2Q14
    • VoLTE has not lived up to expectations
    • More time needed to see if LTE broadcast will be profitable
    • Chart 5: Slow value-added LTE service development means lackluster revenue growth for operators
    • TD-LTE lacks spectrum resources of 900MHz and below
    • Chart 6: Lack of low-frequency spectrum resources could become developmental disadvantage for TD-LTE
    • Developing improved services through depth of coverage
    • Indoor coverage drives domestic networking and communications industry
    • Chart 7: 4th and 5th phases of China Mobile's LTE network development to focus on rural and depth of coverage

Rise of China Mobile

  • China Mobile's emerging 4G LTE business
    • China Mobile sees soaring growth of 4G subscribership
    • 3G subscribers speed up switch to 4G
    • 4G network boosts growth of mobile network users in China
    • Chart 8: China mobile handset subscriber data, 2009-2015 (m users)
    • Adjustment in 4G network subscription pricing schedules
    • Booming number of 4G mobile devices
    • Chart 9: China Mobile strategies to accelerate a 4G switch, 2014
  • Influence on global LTE/TD-LTE industry
    • China Mobile shifts global TD-LTE subscriber market focus to Asia Pacific
    • Share of TD-LTE users soaring
    • Speeding up increase of availability of TD-LTE end device models
    • Chart 10: Dramatic growth of TD-LTE user share in 2014
    • Imbalanced distribution of global TD-LTE market
    • 98% of TD-LTE subscribers concentrated in Asia Pacific
    • Chart 11: TD-LTE subscribers and regional distribution, 2012-2016
  • Influence on mobile telecom market in China
    • Government policy driving TD-LTE market
    • Chart 12: China Mobile turns tables on competitors
    • Duplex networks are not mixed networks
    • Lack of low frequencies affect network coverage
    • Chart 13: MIIT issued permits for FD/TD-LTE duplex networks in two stages in 2014
  • Influence on Taiwan telecom network market
    • Smartphones as a major force driving TD-LTE market
    • China trying to boost 4G subscribership with low-cost 4G smartphones
    • Data devices have an unclear business model
    • Chart 14: TD-LTE end device models and device-type share, 3Q12-3Q14
    • Chart 15: Taiwan makers' LTE products, output value, 2011-2014

Outlook of major China LTE operators in 2015

  • China Mobile
    • High growth of mobile data but revenues and profits fall short of expectations
    • Chart 16: China Mobile revenues, 2011-2014 (CNYb)
    • Chart 17: China Mobile EBITDA and margin, 1H11-1H14 (CNYb)
  • China Mobile looks to smallcell and WLAN
    • Outdoor base stations extend coverage indoors
    • Distributed antenna systems (DAS)
    • Smallcell base stations
    • Relay solutions
    • CPE/Wi-Fi introduction solutions
    • Table 1: Operator level 4G LTE indoor network coverage solutions
    • All LTE network stage with Nanocell+LTE Hi
    • Chart 18: China Mobile nanocell development roadmap
    • Technology and industry chain cultivation stage (-2012)
    • Field IOT and preparation for commercialization (2013-2015)
    • Chart 19: China Mobile's Nanocell commercialization
  • Qualcomm and MediaTek
    • 4G LTE baseband chips entering generation 2.0
    • Qualcomm speeds up integration of mobile service solutions
    • HiSilicon targets high-end market
    • Three Musketeers: MediaTek, Marvell, and Intel drawing their swords
    • Table 2: Major baseband chip maker comparison, 2Q14
    • High-end smartphones going downhill
    • Anti-trust investigations worldwide
    • LTE technology advantages narrowing
    • LTE as standard spec heats up market competition
    • China remains Qualcomm's overseas focus in 2015
    • LTE application services as product differentiating features
    • Chart 20: Competition between Qualcomm and MediaTek will escalate in 2015
  • Huawei
    • Huawei seeks to have a bigger say in setting international standard in 2015
    • Market leaders
    • Innovative service providers
    • Challenger
    • Niche markets
    • Chart 21: Competition among LTE equipment suppliers in 2014
    • Rise in corporate competitive strengths (2009-2011)
    • Boosting international influence (2012-2013)
    • Trying to take on a leading role in international standard settings (2014-)
    • Chart 22: Worldwide LTE equipment vendor market share, 2011-2014
    • Chart 23: Huawei's three stages of strategic goals, 1H10-2H14
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