LTE Ecosystem Report 2011-2016

Executive Summary
E1. LTE has become an Indispensable Radio Technology
E2. Business Case for LTE
E3. LTE offers Choice of Bandwidth
E4. Demand for LTE Exists in all key Geographical Markets
E5. Markets will continue to Support Multiple Access Technologies
E6. Robust Growth is predicted for all Players in the LTE Value Chain
E7. Interoperable LTE Devices and Smartphones are available on the Market
E8. Mass Market Adoption of LTE will take Eight to 10 Years
E9. Is LTE Poised to Reverse the Traffic and Revenue Growth Scenario?
E10. Findings of the Report

Chapter 1: Introduction
1.1 LTE's increasing Appeal across the Globe
1.1.1 LTE has now become universally Accepted Standard
1.1.2 New Economic Cycle is Fuelling LTE Adoption
1.1.3 Mobile Operators want to remain Competitive with the Fixed Line and 'Over the Top' Service Providers
1.2 Aim of the Report
1.3 Questions Answered by this Report
1.4 Methodology
1.5 Report Scope
1.6 Report Structure

Chapter 2: LTE Technology and its Initial Value
2. 1 Analysing LTE: A Technical Perspective
2.1.1 Flat Network Architecture
2.1.2 OFDM (Orthogonal Frequency Division Multiplexing)
2.1.2.1 What is OFDM?
2.1.2.2 OFDM is used in Both Flavours of LTE: LTE-FDD and TD-LTE
2.1.3 Smart Antennas
2.1.3.1 MIMO
2.1.4 Spectrum Utilisation
2.1.4.1 FDD-LTE Frequency Band Allocations
2.1.4.2 LTE Channel Bandwidths and Characteristics
2.1.5 Evolutionary Upgrade
2.1.6 Interoperability with Legacy networks
2.1.7 Universal Approach
2.2 Elements of LTE Networks
2.2.1 eNodeB Solutions
2.2.1.1 Multi-standard RANs
2.2.1.2 Discrete LTE Overlay Solution
2.2.2 EPC (Evolved Packet Core)
2.2.3 Backhaul Solutions
2.2.4 Supporting Voice on LTE
2.2.4.1 Circuit Switched Fallback
2.2.4.2 VoLGA Forum
2.2.4.3 Voice Call Continuity
2.3 TD-LTE: A variation from the Classic LTE, is available on the Market
2.3.1 What is TD-LTE?
2.3.2 Features of TD-LTE
2.3.3 Differences between Classic LTE and TD-LTE
2.3.4 Can the TD-LTE and FDD-LTE survive together?
2.4 Possibilities and LTE Value Proposition
2.4.1 LTE Value Propositions for Operators
2.4.1.1 Increase in Customer Satisfaction
2.4.1.2 Flexibility to use Existing/New Frequency Bands
2.4.1.3 User Experience Enhancements
2.4.1.4 Performance Improvement
2.4.1.5 Capacity Development
2.5 Operator's LTE Deployment Options
2.6 LTE Challenges for Operators
2.6.1 Acquiring the Spectrum and its Harmonisation
2.6.1.1 How to achieve Spectrum Harmonisation?
2.6.2 Spectrum Allocation Issues
2.6.3 How to increase LTE Coverage while Keeping CapEx under Control?
2.6.4 How to Reduce Interference?
2.6.5 Spectrum Reframing
2.6.5.1 Will Spectrum reframing save Money?
2.6.6 Backhaul Costs and Options
2.6.7 Evolving to an all IP Network
2.6.8 Interoperability Issues
2.6.9 LTE Handset Availability Issues
2.6.10 Lack of Availability of Trained Employees
2.7 Challenges from Competing Technologies
2.7.1 WiMax
2.7.1.1 Issues with WiMax
2.7.1.2 WiMax Market Forecast
2.8 Risks with LTE
2.8.1 Vendor Complacency may reduce LTE's Advancement
2.8.2 All Operators May not Achieve Similar Returns with LTE
2.8.3 Operators and Vendors Need to make significant R&D Investments
2.9 LTE Standards, Regulations, Forums and Alliances
2.9.1 3GPP
2.9.2 Next Generation Mobile Network Alliance (NGMN)
2.9.3 Global TD-LTE Initiative (GTI)
2.10 Is LTE is Future Proof?
2.10.1 What is LTE Advanced?
2.11 Chapter Conclusion

Chapter 3: LTE's Productivity Assessment
3.1 Ecosystem Members and Networks
3.2 LTE Value Chain Analysis
3.3 LTE Chipset Developers
3.3.1 Qualcomm
3.3.1.1 Qualcomm's Product Portfolio
3.3.1.2 Qualcomm's Customers
3.3.1.3 Qualcomm's Chipset Availability
3.3.1.4 Qualcomm's Strategies in LTE Domain
3.3.2 MediaTek
3.3.3 Cavium (Wavesat)
3.3.4 Beceem
3.3.5 Sequans
3.3.6 Intel
3.3.7 ST-Ericsson
3.3.8 Altair Semiconductor
3.3.9 TriQuint Semiconductor
3.3.10 Skyworks Solutions
3.3.11 Picochip
3.3.12 Renesas
3.3.13 Other Chipset Manufacturers
3.4 LTE Device Manufacturer
3.4.1 Nokia
3.4.2 Samsung
3.4.3 LG
3.4.4 Sony Ericsson
3.4.5 Apple
3.4.6 HTC
3.4.7 Motorola
3.4.8 AnyDATA
3.4.9 Novatel Wireless
3.5 LTE Infrastructure Providers
3.5.1 Ericsson
3.5.1.1 Ericsson's Product Portfolio
3.5.1.2 Ericsson's Customers
3.5.1.3 Ericsson's LTE Strategy
3.5.2 Nokia Siemens Networks
3.5.2.1 NSN's Commercial LTE contracts
3.5.2.2 NSN's LTE Strategy
3.5.2.3 NSN Acquires Motorola's Wireless Infrastructure Division
3.5.3 ZTE
3.5.3.1 ZTE's LTE Contracts
3.5.4 Alcatel Lucent
3.5.4.1 Alcatel-Lucent's LTE Portfolio
3.5.4.2 Alcatel Lucent's LTE Customers, Trials and Contracts
3.5.4.3 Alcatel Lucent's Push to the LTE Ecosystem
3.5.5 Huawei
3.5.5.1 Huawei's LTE Customers
3.5.5.2 Huawei's LTE Strategy
3.5.6 ADC
3.5.7 Fujitsu
3.5.8 ZTE
3.5.8.1 ZTE's LTE Portfolio
3.5.8.2 ZTE's LTE base Stations
3.5.9 NEC
3.5.10 Airspan
3.5.11 Alviron
3.6 LTE Backhaul Solutions Vendors
3.6.1 InfiNet
3.6.2 Ceragon Networks
3.6.3 DragonWave
3.6.4 RAD Data Communications
3.7 Niche Vendors
3.7.1 Continuous Computing
3.8 Application Developers
3.9 Test Equipment Developers
3.10 LTE Contracts won by the Infrastructure Vendors
3.11 LTE Operators and Case Studies
3.11.1 China Mobile
3.11.2 NTT DoCoMo
3.11.3 Verizon Wireless
3.11.4 SK Telecom
3.11.5 Hutchison (3)
3.12 Chapter Conclusion

Chapter 4: Evaluating LTE Ecosystem's Robustness
4.1 LTE Realities and Market Developments
4.1.1 FDD-LTE Realities
4.1.2 Global LTE commitments
4.1.3 TD-LTE Realities
4.1.4 TD-LTE Developments (2010-2011)
4.1.5 FDD-LTE Developments
4.2 LTE Robustness: From Device Perspective
4.2.1 LTE handset Checklist
4.2.2 LTE Device Statistics 2011
4.2.3 LTE Devices Available on the Market (2010-2011)
4.2.4 LTE Smartphone in Pipeline: H2 2011
4.2.5 Cost of LTE Handsets
4.3 LTE Robustness: Technology Perspective
4.3.1 Reduced Cost per Bit
4.3.2 OpEx Savings with LTE
4.3.3 LTE CapEx
4.3.3.1 Cost of LTE Deployments
4.4 LTE Robustness: A Operator Perspective
4.4.1 Operator Preferences with LTE
4.4.2 LTE Deployment by Operator Type
4.4.3 LTE Demands from Different Geographical Markets
4.4.3.1 China
4.4.3.1.1 China's LTE Market Forecast
4.4.3.2 India
4.4.3.2.1 NSN is following a Market Penetration Strategy in India
4.4.3.2.2 India's TD-LTE Auction
4.4.3.2.3 Qualcomm is aggressively eying the TD-LTE Market in India
4.4.3.3 Europe
4.4.3.3.1 TD-LTE in Western Europe
4.4.2.3.2 LTE in the UK
4.4.2.4 Brazil
4.4.2.5 US
4.4.2.6 Japan
4.5 What is the LTE's True Economic Potential?
4.5.1 Data ARPU
4.5.1.1 Can LTE reverse the Decline of ARPU?
4.5.2 Data Subscribers
4.5.2.1 3G Subscriber Growth
4.5.2.2 HSPA+ Subscriber Growth
4.5.2.3 Can upgrade to HSPA+ solve the Capacity Crunch in Short Term?
4.6 LTE Forecasts
4.6.1 Deployment Timeframes
4.6.1.1 Actual Commercialisation
4.6.2 LTE Uptake Forecast
4.6.3 LTE Subscriber Forecast
4.6.4 LTE Handset Forecast
4.6.5 LTE Service Revenue Forecast
4.6.6 LTE Infrastructure Sales
4.6.6.1 LTE Base Station Sales
4.6.6.1.1 Market Share of TD- LTE and LTE-FDD
4.7 Payback Period with LTE
4.8 Chapter Conclusion

Chapter 5: Co-Evolution
5.1 HetNets
5.1.1 FemtoCell
5.1.1.1 Improving the Indoor Coverage with LTE
5.1.1.2 Use innovative network architectures based on Femtocells (small cells)
5.2 Co-evolution and LTE Managed Services
5.3 Network Sharing with LTE

Chapter 6: Conclusion
6.1 LTE Ecosystem will be able to steer Wireless Industry into Increased Profitability
6.1.1 LTE's SWOT Analysis
6.2 Recommendations
6.2.1 Recommendations for Operators
6.2.1.1 Focus on High Revenue per Megabyte Services
6.2.1.2 Select the best Investment Strategies
6.2.1.3 Embrace User Friendly Tariffs
6.2.1.4 Provide Uniform User Experience
6.2.1.5 Ensure the Availability of Affordable LTE Devices
6.2.1.6 Offer Ubiquitous Coverage
6.2.1.7 Manage Diverse Networks Efficiently
6.2.1.8 Develop Partnership with Application Developers
6.2.1.9 Design Networks Efficiently
6.2.1.10 Select the Correct Infrastructure Vendor based on Requirements
6.2.2 Recommendations for Vendors
6.2.3 Recommendations Device Manufacturers
6.2.3.1 Time to Market
6.3 Key Findings of the Report

List of Charts
Chart 1: Mobile Broadband Subscriber Growth
Chart 2: Mobile Data Traffic by Geography (2010-2016)
Chart 3: WiMax Equipment Market (2010-2016)
Chart 4: LTE Infrastructure Commercial Contracts Won by Vendors (April 2011)
Chart 5: Average Selling Price of Mobile Phone (2007-2010)
Chart 6: Cost per Bit of Data (in Euro's)
Chart 7: CapEx and OpEx breakdown for a Typical Western European Operator
Chart 8: Breakdown of Operator Revenues (Cost and Profit Analysis)
Chart 9: O&M Cost Comparison for W-CDMA and LTE Networks
Chart 10: CapEx Breakdown of a Typical Western European Operator
Chart 11: Operators and their Preference for LTE (2011-2016)
Chart 12: LTE Adoption by Operator Type (2016)
Chart 13: LTE Market Potential by Geography (2016)
Chart 14: LTE Subscribers by Region (2016)
Chart 15: US Data and Voice ARPU (2005-2010)
Chart 16: Data ARPU Growth for LTE Operators
Chart 17: Global 3G and 3.5G Subscriber |Growth
Chart 18: Global LTE and HSPA Subscribers (2008-2016)
Chart 19: Global LTE Subscribers (2011-2016)
Chart 20: LTE Subscribers by Category (2012)
Chart 21: LTE Device Shipments (2011-2016)
Chart 22: LTE Service Revenues (2009-2016)
Chart 23: Technology Penetration by Type (2011)
Chart 24: Technology Penetration by Type (2016)
Chart 25: Global LTE Infrastructure Sales (2009-2016)
Chart 26: Global LTE Base Station Deployments (2011-2016)
Chart 27: Market Share of TD- LTE and LTE-FDD (2016)
Chart 28: Femtocell Deployment (2010-2016)
Chart 29: Use of Managed Services with LTE (2016)
Chart 30: Saving with LTE Networks

List of Tables
Table 1: LTE Growth Pointers and Justifications
Table 2: Key Criteria for Evaluating Health of an Ecosystem
Table 3: LTE Salient Features
Table 4: LTE Flavours
Table 5: LTE Antenna Configuration
Table 6: LTE Bands and Frequencies for Uplink and Downlink
Table 7: TD-LTE Bands
Table 8: Possible Channel Bandwidths in a LTE Network
Table 9: Elements of LTE Networks
Table 10: Attributes of a Superior eNB Solutions
Table 11: EPC Components
Table 12: Attributes of a Superior Backhaul Solutions
Table 13: Backhaul Solutions on the Market
Table 14: Difference between FDD-LTE and TD-LTE
Table 15: LTE Value Proposition for Operators
Table 16: Operators' Options with LTE Strategy
Table 17: LTE Frequency Bands thier Advantages and Disadvantages
Table 18: Key WiMax Operators
Table 19: Issues with WiMax
Table 20: 3GPP Various Releases and Description
Table 21: 4G Networks and Characteristics
Table 22: Primary Players in LTE Value Chain
Table 23: Supporting Players in the LTE Value Chain
Table 24: Chipset Manufacturers
Table 25: Tier 1 Infrastructure Vendors in LTE Value Chain
Table 26: Ericsson's LTE Contracts
Table 27: Alcatel Lucent's LTE Portfolio
Table 28: Alcatel Lucent's LTE Customers
Table 29: Continuous Computing's Product Portfolio
Table 30: Continuous Computing and its Customers
Table 31: List of Operators, their preferred LTE Infrastructure/Device Vendors and Deployment Strategies (April 2011)
Table 32: LTE Market Realities
Table 33: Global LTE Commitments
Table 34: TD-LTE Developments
Table 35: Devices that will become Popular with LTE
Table 36: Features of an LTE Smartphone
Table 37: LTE Devices by Form Factor (Q1 2011)
Table 38: LTE Devices on the Market (Q1 2011)
Table 39: Motorola's Droid Bionic
Table 40: Additional Investments to Utilise LTE Capabilities
Table 41: LTE's Economic Benefits
Table 42: Data APRU by Regions (2009/2010)
Table 43: Growth in Mobile Data Revenues for Key Operators (2009/2010)
Table 44: LTE Scenarios up to/Beyond 2016
Table 45: LTE base Station Sales by key Operators
Table 46: HetNets and Market Developments
Table 47: Business case for LTE Femtocells
Table 48: LTE's Swot Analysis

List of Figures
Figure 1: LTE Ecosystem's Health Assessment Framework
Figure 2: LTE Network Architecture
Figure 3: LTE Voice Options
Figure 4: LTE Voice Strategies
Figure 5: TDD Spectrum Resource Availability across the Globe
Figure 6: Operators' Options with LTE
Figure 7: LTE Value Chain
Figure 8: Operator Commitments to LTE
Figure 9: ZTE's Product Portfolio
Figure 10: India's Mobile Penetration Map
Figure 11: Europe's Spectrum (Available and Usage) (2011)
Figure 12: Femtocell in Operation