Abstract
Executive Summary
Packet microwave market revenues grew at double-digit rates
In spite of continued shipment increases in hybrid traffic platforms
throughout 2011, the packet traffic sector managed to grew at double-digit
rates for the first time. This validates the industry's expectations that
packet traffic will dominate microwave deployments in the coming years
following the transition to all-IP mobile networks. All the new 2011 LTE
networkdeployments are packet-based, usually involving a five-year agreement
between the operators and their vendors.
Operators' caution collapsed growth during the Q4 2011
Many vendors such as Ericsson and NSN reported a slowdown in shipments due to
the macroeconomic situation, mainly in EMEA, as well as political unrest in
some countries. That uncertainty resulted in operators delaying spending
decisions in the fourth quarter. Ericsson's shipments dropped by almost 20%
year-on-year in Q4 2011.
Although the company reported strong shipments between Q2 and Q3 2011, it
closed the year with a 20% drop in Q4 2011. One reason was that most global
operators were coming down from a period of very high investment in the first
half of the year. Also, the failure of the planned merger between AT&T and
T-Mobile USA during Q4 2011 lowered US investment.
Revenues for some segments of backhaul industry impacted by Clearwire slowdown
All outdoor radio vendors that mainly relied on Clearwire's business during
2010 and the first half of 2011 had to change strategy in the middle of 2011
because of the operator's transition from WiMAX to LTE. In particular,
Bridgewave and Dragonwave, which rely mainly on the North American region,
experienced financial difficulties, reporting weak shipments compared to the
past year. The impact was far less on another Clearwire supplier, E-Band
Communications, because it is a much smaller company. However, Dragonwave and
Bridgewave have now had some time and opportunity to reorganize their product
lines. Dragonwave acquired NSN's backhaul division, while Bridgewave closed
partnerships to manufacture new E-band products.
Concentration of shipments around 18 GHz continued to rise
Continuing the 2010 trend, the biggest shipments in 2011 were in the 15 GHz to
28 GHz range, though this highlights the fact that these bands are getting
quite congested. Shipments in this range grew compared to 2010 (15% and 21%
quarter-over-quarter shipment increase in Q3 and Q4, respectively). A total
growth of 11% is estimated between 2010 and 2011. Shipments in this band are
expected to continue to rise in 2012, since a significant percentage of the
links using these frequency bands are still not fully enabled for packet
transport purposes.
Hybrid shipments were on demand during 2011
Hybrid shipments have dominated demand throughout 2011, accounting for 65% of
total shipments, though this was a decline over 2010. The main reason for the
buoyancy in this segment was the use of hybrid systems for long haul and
trunking equipment. From 2012, and over the next few years, that will change,
with an accelerating transition expected to packetbased equipment.
60 GHz continues to be of high importance to equipment vendors
Development of the 60 GHz market continues to attract the industry's interest.
Vendors like NEC, Bridgewave and Alcatel Lucent strongly believe that this
band will be ideal to backhaul small cells, which are being deployed to add
more capacity to high density areas. We estimate the 60 GHz market will
surpass US$791 million by 2016, up from US$18 million in 2011 A trend in the
60 GHz market is to develop aesthetically innovative products that may not be
easily recognized by citizens or raise environmental issues for
municipalities. Ericsson, with its new conceptual ball-cylinder radio, and NEC
with its new compact box, are competing in this respect with specialist
companies such as BridgeWave and Siklu. These have already developed
innovative cylinder and cube form factors for their next-generation 60 GHz
solutions. The number of players might fall because of very stiff price
competition per link amid the battle for new customers.
More E-Band solutions in 80 GHz emerging
There is undoubtedly a large amount of E-band spectrum in several countries,
making E-band millimeter wave technology ideal for the last mile when
distances from fiber facilities are short (~2kms). Operators' need for real
gigabit speeds is leading traditional microwave vendors - recently, for
instance, Ceragon and Intracom Telecom - to add E-band solutions to their
product lines. Priorities are to support both symmetric and asymmetric
traffic, plus enhanced OAM (Operations, Administration and Maintenance)
capabilities, light weights and small dimensions. This is a very promising
technology where high capacity is needed.
Microwave specialists must support multiple solutions
All the microwave specialists, like Dragonwave, Ceragon, and Exalt, introduced
new flexible solutions during 2011 to make them more competitive against the
strong end-to-end integrators such as Ericsson and Alcatel Lucent. They need
to support multiple options in terms of spectrum and OAM capabilities.
Sometimes these are achieved through OAM agreements and official or unofficial
partnerships in order to minimize time to market, a key operator concern. In
particular, vendors are adding new frequency bands that were missing, filling
configuration gaps (usually outdoor), or enhancing Ethernet and OAM options to
follow the competition.
Questions Answered by This Report
- What frequency bands does each major backhaul vendor support?
- What will be the size of the microwave market by 2016?
- What are the wireless backhaul equipment offerings of the most important
vendors in
- the industry?
- What are the strengths and weaknesses of each vendor's products?
- What are the opportunities and threats for the major vendors?
- What are these vendors' plans going forward?
- What is the maximum microwave throughput achieved for a single channel?
- What compression techniques have microwave vendors developed in order to
increase
- throughput?
- How are microwave vendors solving the packet synchronization issue?
- How does microwave equipment manage TDM and packet traffic at the same
time?
- What embedded switching features do microwave vendors implement in their
- microwave equipment?
- What functionality do microwave vendors add to Ethernet in order to add
reliability?
- What are the most reliable vendors in the wireless backhaul space?
- How much growth did the microwave market experience in 2011?
- What were the market shares of the most important microwave vendors in Q4
2011?
- What was the regional breakdown of microwave shipments in 2011?
- Which frequency bands generated the most revenue in 2011?
- What frequency bands will be most important in the coming years?
- How did pure-packet traffic evolve during 2011 compared to hybrid and TDM?
- How will pure-packet shipments evolve in the coming years?
- What were the most used equipment configurations during 2010 (split mount,
all
- outdoor or indoor)?
- Will all outdoor radio shipments surpass split mount shipments?
- And much more!
Table of Contents
List of Figures
List of Tables
Questions Answered by This Report
1. Executive Summary
2. Key Findings
3. PtP Wireless Backhaul Market 2011 - 2016
- 3.1. Market Overview
- 3.2. Vendor Market Shares
- 3.3. Analysis by Region
- 3.4. Analysis by Application/Equipment Configuration
- 3.5. Analysis by Frequency Band
- 3.6. Analysis by TDM Traffic Support
4. PtP Wireless Backhaul Equipment Analysis
- 4.1. Market Segments
- 4.1.1. Aggregation Node
- 4.1.2. Compact Split
- 4.1.3. Indoor Short Haul
- 4.1.4. Trunking
- 4.1.5. All Outdoor
- 4.1.6. E-band
- 4.1.7. Small Cell Backhaul
- 4.2. Target Geographical Markets
- 4.3. Frequency Support
- 4.4. Maximum Throughput
- 4.5. Pure Packet vs. Hybrid Architecture
- 4.6. Synchronization
- 4.7. Ethernet Demarcation
- 4.8. Ethernet Resiliency
- 4.9. Mean Time Between Failure (MTBF)
5. PtP Wireless Backhaul Vendor Profiles
- 5.1. Alcatel-Lucent
- 5.1.1. Vendor Overview
- 5.1.2. Financial
- 5.1.3. Backhaul Solutions
- 5.1.4. Product Overview
- 5.1.5. SWOT Analysis
- 5.1.6. Future of the Company Backhaul Business
- 5.2. Aviat Networks
- 5.2.1. Vendor Overview
- 5.2.2. Backhaul Solutions
- 5.2.3. Product Overview
- 5.2.4. SWOT Analysis
- 5.2.5. Future of the Company Backhaul Business
- 5.3. BridgeWave
- 5.3.1. Vendor Overview
- 5.3.2. Financial
- 5.3.3. Backhaul Solutions
- 5.3.4. Product Overview
- 5.3.5. SWOT Analysis
- 5.3.6. Future
- 5.4. Ceragon
- 5.4.1. Vendor Overview
- 5.4.2. Backhaul Solutions
- 5.4.3. Product Overview
- 5.4.4. SWOT Analysis
- 5.4.5. Future of the Company Backhaul Business
- 5.1. DragonWave
- 5.1.1. Vendor Overview
- 5.1.2. Financial
- 5.1.3. Backhaul Solutions
- 5.1.4. Product Overview
- 5.1.5. SWOT Analysis
- 5.1.6. Future of the Company Backhaul Business
- 5.2. E-Band Communications
- 5.2.1. Vendor Overview
- 5.2.2. Financial
- 5.2.3. Backhaul Solutions
- 5.2.4. Product Overview
- 5.2.5. SWOT Analysis
- 5.2.6. Future of the Company Backhaul Business
- 5.3. Ericsson
- 5.3.1. Vendor Overview
- 5.3.2. Financial
- 5.3.3. Backhaul Solutions
- 5.3.4. Product Overview
- 5.3.5. SWOT Analysis
- 5.3.6. Future of the Company Backhaul Business
- 5.4. Exalt
- 5.4.1. Vendor Overview
- 5.4.2. Financial
- 5.4.3. Backhaul Solutions
- 5.4.4. Product Overview
- 5.4.5. SWOT Analysis
- 5.4.6. Future of the Company Backhaul Business
- 5.5. Huawei
- 5.5.1. Vendor Overview
- 5.5.2. Financial
- 5.5.3. Backhaul Solutions
- 5.5.4. Product Overview
- 5.5.5. SWOT Analysis
- 5.5.6. Future of the Company Backhaul Business
- 5.6. Intracom Telecom
- 5.6.1. Vendor Overview
- 5.6.2. Financial/Investment
- 5.6.3. Backhaul Solutions
- 5.6.4. Product Overview
- 5.6.5. SWOT Analysis
- 5.6.6. Future of the Company Backhaul Business
- 5.7. NEC
- 5.7.1. Vendor Overview
- 5.7.2. Financial
- 5.7.3. Backhaul Solutions
- 5.7.4. Product Overview
- 5.7.5. SWOT Analysis
- 5.7.6. Future of the Company Backhaul Business
- 5.8. Nokia Siemens Networks
- 5.8.1. Vendor Overview
- 5.8.2. Financial
- 5.8.3. Backhaul Solutions
- 5.8.4. Product Overview
- 5.8.5. SWOT Analysis
- 5.8.6. Future of the Company Backhaul Business
- 5.9. Siklu
- 5.9.1. Vendor Overview
- 5.9.2. Financial
- 5.9.3. Backhaul Solutions
- 5.9.4. Product Overview
- 5.9.5. SWOT Analysis
- 5.9.6. Future of the Company Backhaul Business
6. Annex: Table of TDM Capacities
7. Acronyms
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