 Cellular Modems and Mobile Broadband Connectivity
Supplier Competitive Analysis and Device Forecast: PC Cards, Express Cards, USB Modems, Embedded Modems, 3G/Wi-Fi Routers
Cellular networks are becoming a viable medium providing connectivity to Internet, e-mail, and other services for the laptop and PC. Cellular connectivity for these devices is facilitated using cellular modems. PC Cards and Express Cards provide access for laptops and UMPCs; USB modems can provide connectivity to both portable devices and stationary PCs. Cellular connectivity is also facilitated using embedded modems, called miniCards, that are internal to the computing device. In 2007, the market for cellular modems expanded over 300% from 2006 as a result of greater coverage of 3G cellular networks and lower mobile broadband access and cellular modem costs.
But the supplier environment for cellular modems has also changed dramatically and this study provides an in-depth review of the competitive environment in addition to customer driver research data ascertained through primary and secondary research and survey analysis. Report analysis culminates with market share data and forecasts for shipments, revenues and pricing for each cellular modem form factor by air interface protocol and customer type.
What Questions Does This Report Answer?
- Who are the market leaders and the laggards for cellular modems?
- Who are the market share leaders by modem form factor?
- What are the critical customer drivers for cellular modems?
- How has mobile broadband pricing affected the adoption of cellular modems?
- What are the cellular modem suppliers’ strategies for competing in this market?
- How will Qualcomm’s Gobi affect the cellular modem market, and what are the strategies of other chipset suppliers serving this market?
- How will 3.5G handset penetration affect the uptake of cellular modems?
- What are the regional differences affecting the uptake of cellular modems?
- What are the adoption differences of cellular modems by occupation?
- What are the expectations for adoption for USB modems versus computing devices with built-in connectivity?
- How will modem adoption change by 3G and 4G air interface protocol?
- What are the forecasts for WiMAX modems by form factor?
Who Needs This Report?
- Wireless operators
- Modem vendors
- Chipset manufacturers
- Laptop vendors
- Connectivity client software vendors
- Computer and electronics distributors
- Financial community
Section 1.
EXECUTIVE SUMMARY
1.1 Report Scope
1.2 2007 Market Analysis Review
1.3 Market Drivers
1.4 Forecast Expectations
1.5 Cellular Modem Supplier 2007 Review
1.6 Trends and Opportunities
Section 2.
MARKET DRIVERS
2.1 Demand and Supply Side Market Drivers
2.2 Demand Side Market Drivers
2.2.1 Wireless Data Services Adoption
2.2.2 Mobile Business Customers and Consumer Distribution by Region
2.2.3 Laptop Adoption
2.2.4 Wi-Fi Adoption
2.2.5 3.5G Network Growth and 3.5G Handset Adoption
2.2.6 Using Mobile Phone as a Modem – The Alternative and Challenges
2.3 Supply Side Market Drivers
2.3.1 Wi-Fi Handset Connectivity Developments
2.3.2 Modem Subsidization
2.3.3 Incentives that Create Cellular Modem Form Factor Rivalry
2.3.3.1 Card Pooling
2.3.3.2 Shared Usage Data Plans
2.3.3.3 Modem Replacement Plans
2.3.3.4 WAN-Ready Notebooks
2.3.3.5 Operator Specific Notebooks
2.3.4 Broadband Pricing
2.3.4.1 Unlimited with Service Access Limits
2.3.4.2 Pooled Usage Data Plans
2.3.4.3 Volume-Based Plans
2.3.4.4 Hourly, Daily, Weekly, Evening, Weekend Plans
2.3.4.5 Per MB Usage
2.3.4.6 Bundled Voice and Data
2.3.4.7 Broadband Pricing Summary and Impacts
2.3.4.8 Broadband Pricing Costs by Region
2.3.5 Global Roaming
2.3.6 Network Monitoring Technologies
2.3.7 Mobile TV and Streaming Video on 3G and 4G Cellular Networks
2.3.7.1 Mobile TV Services to the Handset and Laptop
2.3.8 Public Transportation Connectivity
2.3.9 Multi-protocol, Multiband Chipsets
2.3.10 Connection Client Software
2.3.10.1 Configuration, Administration, and Monitoring
2.3.10.2 Security
2.3.10.3 Network Access, Performance, and Support
2.3.10.4 Device Support
2.3.10.5 User Interface
2.3.10.6 Value-Added Services
2.3.11 The Good and Bad of Connection Client Software
2.4 Survey Results
2.4.1 United States Survey Results
2.4.1.1 Corporate Information Access – Mobile Phones vs Laptops
2.4.1.2 Corporate Information Access Preferences – Mobile Phones?
2.4.1.3 Changing Corporate Information from the Laptop
2.4.1.4 Access Methods by Access Technology and Modem Form Factor
2.4.2 International Survey Results
2.5 Summary and Regional Analysis of Demand and Supply Side Drivers
2.5.1 Factors Affecting Cellular Modem Adoption Regardless of Region
2.5.2 North America
2.5.3 Europe
2.5.4 Asia Pacific
2.5.5 Latin America, Middle East, Africa
Section 3.
TECHNOLOGY ISSUES
3.1 Network Technologies
3.1.1 Enhanced EDGE
3.1.2 EVDO Rev B and UMB
3.1.3 TD-SCDMA
3.2 3G/ Wi-Fi Routers
3.3 Technology Conclusions
Section 4.
COMPETITIVE LANDSCAPE
4.1 Market Leaders
4.1.1 Huawei
4.1.2 Option
4.1.3 Novatell
4.1.4 Sierra Wireless
4.1.5 Sony Ericsson
4.1.6 ZTE
4.1.7 C-motech
4.1.8 TechFaith Wireless
4.2 Other Modem Participants
4.3 Cellular Modem Vendor Competitive Dynamics
4.3.1 Handset Vendors Offering Cellular Modems
4.3.2 Infrastructure Vendors Offering Cellular Modems
4.3.3 Serve Developing Markets with Handsets and Grow to Cellular Modems
4.3.4 Leveraging RF Module Capabilities to Offer Cellular Modems
4.3.5 Impact on Cellular Modem Market
4.4 Chipset Vendors
4.4.1 Intel
4.4.2 Icera
4.4.3 Interdigital
4.4.4 Ericsson
4.4.5 Qualcomm
4.4.6 Embedded Modem Market Challenges
4.4.6.1 Wi-Fi
4.4.6.2 Cellular Broadband Pricing
4.4.6.3 Subsidized PC Cards and USB Modems
4.4.6.4 Cellular Network Upgrades and Notebook Investment Protection
4.4.6.5 Global Cellular Networks
4.4.6.6 Distribution Disincentives
4.4.6.7 How Qualcomm Overcomes Barriers in the Value Chain
4.5 Device Vendors
4.5.1 Lenovo
4.5.2 HP
4.6 Software Vendors
4.6.1 SmithMicro
4.6.2 Birdstep
4.7 Other Players
4.7.1 Proxicast
4.8 Distribution Channels
4.9 Customer Type
Section 5.
MARKET FORECASTS
5.1 Forecast Methodology
5.2 Forecast Scope
5.3 Market Overview
5.3.1 Form Factor
5.3.2 Region
5.3.3 Technology Standard
5.3.4 Air Interface
5.4 Average Sales Price
5.5 WiMAX
5.6 PCMCIA Cards
5.6.1 Air Interface
5.6.2 PCMCIA Form Factor
5.7 Internal Modems
5.7.1 Air Interface
5.8 USB Modems
5.8.1 Air Interface
5.9 3G/Wi-Fi Routers
5.9.1 Air Interfaces
5.10 United States/Canada Modem Distribution
Section 6.
COMPANY DIRECTORY
Section 7.
ACRONYMS
7.1 to 2013
SCOPE OF STUDY
SOURCES AND METHODOLOGY
NOTES
Table . GSM Standard Air Interface Data Rates
Table . CdmaOne and CDMA2000 Standards Air Interface Data Rates
World Market, 2007 to 2013
Tables
- Mobile Voice and Data Revenue Distribution by Region, Business Customers, World Markets: 2007 to 2012
- Mobile Voice and Data Revenue Distribution by Region, All Customers, World Markets: 2007 to 2012
- Mobile Business Customer Penetration by Region, World Market: 2007 to 2012
- 3.5G Handset Shipments by Region, World Market: 2007 to 2013
- 3.5G Handset Shipments as a Percentage of Wireless Subscribers by Region, World Market: 2007 to 2013
- 3.5G Handset Shipments as a Percentage of Total Handset Shipments by Region, World Market: 2007 to 2013
- Worldwide Wi-Fi Handset Shipments and Penetration, World Market: 2007 to 2013
- Summary View of Per MB Costs of Volume-Based Mobile Broadband Plans by Various Regional Operators, World Market: 1Q 2008
- ABI Survey Data: Do you have access to corporate or customer information not available to the public from your mobile phone?, United States: February 2008
- ABI Survey Data: Do you have access to corporate or customer information not available to the public from your laptop?, United States: February 2008
- ABI Survey Data: Would you like to be able to access corporate data from the mobile phone?, United States: February 2008
- ABI Survey Data: Does your company allow you to access and change corporate information from the laptop?, United States: February 2008
- ABI Survey Data: When using the laptop for business reasons, do you ever access the Internet using Wi-Fi, cellular PC Card, USB modem, or built in cellular modem?, United States: February 2008
- Laptop Adoption and Network Access Preferences by Country, International Survey: February 2008
- Cellular Wireless Modem Market Share, World Market: 2005 to 2007
- Cellular Wireless Modem Market Share by Device Type, World Market: 2007
- Cellular Wireless Modem Segmentation by Distribution Channel, World Market: 2005 to 2007
- Cellular Wireless Modem Segmentation by Customer Type, World Market: 2007 to 2013
- Cellular Wireless Modem Shipments by Device Type, World Market: 2007 to 2013
- Cellular Wireless Modem Revenue by Device Type, World Market: 2007 to 2013
- Cellular Wireless Modem Shipments by Region, World Market: 2007 to 2013
- Cellular Wireless Modem Shipments by Technology Standard, World Market: 2007 to 2013
- Cellular Wireless Modem Shipments by Air Interface, World Market: 2007 to 2013
- Cellular PCMCIA Card ASPs by Air Interface, World Market: 2007 to 2013
- Cellular Internal Modem ASPs by Air Interface, World Market: 2007 to 2013
- Cellular USB Modem ASPs by Air Interface, World Market: 2007 to 2013
- Cellular 3G / Wi-Fi Router ASPs by Air Interface, World Market: 2007 to 2013
- Mobile WiMAX PCMCIA Card, USB Modem and Internal Modem Shipments, World Market: 2007 to 2013
- Cellular PCMCIA Card Shipment Distribution by Customer Type, World Market: 2007 to 2013
- Cellular PCMCIA Card Shipment Distribution by Geographic Region, World Market: 2007 to 2013
- Cellular PCMCIA Card Shipment Distribution by Technology Standard, World Market: 2007 to 2013
- Cellular PCMCIA Card Shipment Distribution by Air Interface, World Market: 2007 to 2013
- Cellular PCMCIA Card Shipment Distribution by Form Factor, World Market: 2007 to 2013
- Cellular Internal Modem Shipment Distribution by Customer Type, World Market: 2007 to 2013
- Cellular Internal Modem Shipment Distribution by Geographic Region, World Market: 2007 to 2013
- Cellular Internal Modem Shipment Distribution by Technology Standard, World Market: 2007 to 2013
- Cellular Internal Modem Shipment Distribution by Air Interface, World Market: 2007 to 2013
- Cellular Internal Modem Laptop Penetration, World Market: 2007 to 2013
- Cellular USB Modem Shipment Distribution by Customer Type, World Market: 2007 to 2013
- Cellular USB Modem Shipment Distribution by Geographic Region, World Market: 2007 to 2013
- Cellular USB Modem Shipment Distribution by Technology Standard, World Market: 2007 to 2013
- Cellular USB Modem Shipment Distribution by Air Interface, World Market: 2007 to 2013
- Cellular 3G / Wi-Fi Router Shipment Distribution by Customer Type, World Market: 2007 to 2013
- Cellular 3G Wi-Fi Router Shipment Distribution by Geographic Region, World Market: 2007 to 2013
- Cellular 3G / Wi-Fi Router Shipment Distribution by Technology Standard, World Market: 2007 to 2013
- Cellular 3G / Wi-Fi Router Shipment Distribution by Air Interface, World Market: 2007 to 2013
- Cellular Wireless Modem Shipments by Device Type, United States: 2007 to 2013
- Cellular Wireless Modem Shipments by Device Type, Canada: 2007 to 2013
- Cellular Modem Products by Modem Vendors, World Market: 1Q 2008
- Major Mobile Operators and Offered Cellular PC Cards, World Market: 1Q 2008
- Major Mobile Operators and Mobile Broadband Access Pricing, World Market: 1Q 2008
- Laptop Vendors and Offered Cellular Enabled Laptops, World Market: 1Q 2008
Charts
- 3.5G Handset Shipments by Region, 2007 to 2013
- Percentage of 3.5G Handset Shipments to Wireless Subscribers by Region, World Market,
- Worldwide Wi-Fi Handset Shipments and Penetration, World Markets, 2007 to 2013
- Survey question: Do you have access to corporate or customer information not available to the public from your mobile phone?, United States: February 2008
- Survey question: Do you have access to customer or corporate information not available to the public from your laptop?, United States: February 2008
- Survey question: Would you like to be able to access corporate data from your mobile phone?, United States: February 2008
- Survey question: Does your company allow you to access and change corporate information from the laptop?, United States: February 2008
- Survey question: When using the laptop for business reasons, do you ever access the Internet using Wi-Fi, cellular PC Card, USB modem, or built in cellular modem?, United States: February 2008
- Cellular Wireless Modem Market Share, World Market: 2005 to 2007
- Cellular Wireless Modem Market Share by Device Type, World Market: 2007 to 2013
- Cellular Wireless Modem Market Segmentation by Distribution Channel, World Market: 2005 to 2007
- Cellular Wireless Modem Market Segmentation by Customer Type, World Market: 2007 to 2013
- Cellular Wireless Modem Shipments by Device Type, World Market: 2007 to 2013
- Cellular Wireless Modem Revenue by Device Type, World Market: 2007 to 2013
- Cellular Wireless Modem Shipments by Region, World Market: 2007 to 2013
- Cellular Wireless Modem Shipments by Technology Standard, World Market: 2007 to 2013
- Cellular Wireless Modem Shipments by GSM Standard Air Interface, World Market: 2007 to 2013
- Cellular Wireless Modem Shipments by CDMA Standard Air Interface, World Market: 2007 to 2013
- Cellular PCMCIA Card ASPs by Air Interface, World Market: 2007 to 2013
- Cellular Internal Modem ASPs by Air Interface, World Market: 2007 to 2013
- Cellular USB Modem ASPs by Air Interface, World Market: 2007 to 2013
- Cellular 3G / Wi-Fi Router ASPs by Air Interface, World Market: 2007 to 2013
- Mobile WiMAX PCMCIA Card, USB Modem and Internal Modem Shipments, World Market: 2007 to 2013
- Cellular PCMCIA Card Shipments by Geographic Region, World Market: 2007 to 2013
- Cellular PCMCIA Card Shipments by Technology Standard, World Market: 2007 to 2013
- Cellular PCMCIA Card Shipments by GSM Standard Air Interface, World Market: 2007 to 2013
- Cellular PCMCIA Card Shipments by CDMA Standard Air Interface, World Market: 2007 to 2013
- Cellular PCMCIA Card Shipment Distribution by Form Factor, World Market: 2007 to 2013
- Cellular Internal Modem Shipment Distribution by Geographic Region, World Market: 2007 to 2013
- Cellular Internal Modem Shipment Distribution by Technology Standard, World Market: 2007 to 2013
- Cellular Internal Modem Shipment Distribution by GSM Air Interface, World Markets: 2007 to 2013
- Cellular Internal Modem Shipment Distribution by CDMA Air Interface, World Markets: 2007 to 2013
- Cellular USB Modem Shipment Distribution by Geographic Region, World Market: 2007 to 2013
- Cellular USB Modem Shipment Distribution by Technology Standard, World Market: 2007 to 2013
- Cellular USB Modem Shipment Distribution by GSM Standard Air Interface, World Market: 2007 to 2013
- Cellular USB Modem Shipment Distribution by CDMA Standard Air Interface, World Market: 2007 to 2013
- Cellular 3G / Wi-Fi Router Distribution by Geographic Region, World Market: 2007 to 2013
- Cellular 3G / Wi-Fi Router Distribution by Technology Standard, World Market: 2007 to 2013
- Cellular 3G / Wi-Fi Router Distribution by GSM Standard Air Interface, World Market: 2007 to 2013
- Cellular 3G / Wi-Fi Router Distribution by CDMA Standard Air Interface, World Market: 2007 to 2013
- 3.5G Handset Shipments as a Percentage of Total Handset Shipments by Region,
Figures
- Other Modem Vendors, World Market: 2007
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Number of Pages:
| 82 |
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Number of Tables, Charts and Figures:
| 94 |
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Deliverable Formats:
|   |
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Price:
| Login |
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Release Date:
| 2Q 2008 |
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