Femtocells 2010

Operator, Access Point and Chipset Market Analysis

The year 2010 has seen high-profile operators such as Vodafone and AT&T launch femtocell services. There are more than 13 commercial femtocell services on offer across the world with many more operator commitments in place. The technology itself has been standardized with femtocell specifications for UMTS, CDMA, WiMAX and LTE. Interoperability plugfests have also taken place to drive a more open plug-and-play vendor environment. The value chain for femtocells is maturing, with established well-known vendors and newcomers all trying to grab a share of a growing market.

So while the market moves forward with improved momentum, the question is 'where do we go from here' and what is the outlook for the femtocell market for the next five years? This study covers the key hot topics associated with femtocells in 2010 including Wi-Fi vs. femto; consumer, enterprise and metro femtocells; network offload; LTE femtocells; the shifting nature of the value chain, and the hurdles for mass-market femto. The report profiles femtocell access point vendors, operators and chipset providers that are associated with this marketplace and provides a 'scenario-driven' market forecast for the technology.

What Questions Does This Report Answer?

  • What can we expect from the femtocell market going forward?
  • Which operators could be classified as being aggressive in terms of their femtocell plans?
  • What is the impact of lower femto ASPs and shrinking margins on femtocell vendors?
  • What are some of the weak spots in the implementation femtocell deployments and why?
  • Are the femtocell standards likely to push the market faster towards mass-market femtocells?
  • With the scale and scope of femtocell deployments still uncertain in some regions, how does that impact femtocell forecasts?
  • When are we likely to see the value proposition of femtocells expand beyond voice coverage?
  • Are femtocells likely to be used as an offload solution? How do they compare to Wi-Fi?
  • How does the enterprise and metro market compare to consumer femtocells?

Who Needs This Report?

  • Access point vendors (DSL, femto, Wi-Fi)
  • Device OEMs/ODMs
  • System integrators
  • Mobile operators
  • Chipset vendors
  • Chipset component suppliers
  • Software stack vendors
  • Financial institutions
  • Venture capital funds

Table of Contents

Executive Brief: Top-Line Forecast
Executive Brief: Installation and Revenue Forecast
Executive Brief: Drivers
Executive Brief: Hurdles
Executive Brief: Summary and Strategic Recommendations

Section 1.
Executive Summary
1.1. Femtocells - An Introduction
1.2. Commercial Femtocell Activity
1.2.1. Operator Rollouts
1.3. Femtocell Hot Topics
1.3.1. Hurdles for Mass Market Femto
1.3.2. The $100 Femto and Shifting Value Chain
1.3.3. Enterprise and Metro Femtocells
1.3.4. Femto Offload and Wi-Fi
1.4. Femtocell Market Forecasts

Section 2.
Strategic Recommendations
2.1. Recommendations for Femtocell AP (Access Point) Vendors
2.2. Recommendations for Mobile Operators
2.3. Recommendations for Femtocell Chipset and Component Suppliers
2.4. Recommendations for Femtocell Systems Integrators

Section 3.
Femtocell Technology Overview
3.1. Chipset and Module Architectures
3.1.1. SoC
3.1.2. DSP
3.1.3. Reference Designs
3.2. Product Architectures
3.2.1. Consumer Grade
3.2.2. Enterprise Grade
3.2.3. Metro Grade
3.3. System Architectures
3.3.1. Modified RNC Approach
3.3.2. Iuh Controller Approach
3.3.3. SIP/IMS Approach

Section 4.
Market Overview
4.1. Standardization Activity
4.1.1. 3GPP - WCDMA and LTE
4.1.2. 3GPP2 - CDMA2000
4.2. The $100 Femtocell
4.2.1. What Drove the Cost Down?
4.2.2. Squeezed Margins
4.3. The Shifting Value Chain
4.3.1. Femtocell Value Chain
4.3.2. Far East ODMs
4.3.3. Role of the Systems Integrator
4.4. Femtocells Moving Outdoors
4.4.1. Metro Femtocells, Picocells, and Microcells
4.4.2. The New 3G/4G RAN Architecture Paradigm
4.5. Enterprise Femtocells
4.5.1. Value Proposition - Beyond Just Voice or Data
4.5.2. IP-PBX
4.6. Operator Integration, System-Level, and Philosophical Issues
4.6.1. Router Interoperability and Broadband Issues
4.6.2. Initial Provisioning and Achieving "Zero Touch" Deployments
4.6.3. Point of Sale, CRM, and Billing
4.6.4. Femto Value Proposition Stuck in Coverage Limbo
4.6.5. Operator Organizational Issues
4.7. The Perceived Threat of Network Interference
4.7.1. Operator Viewpoints
4.7.2. Vendor Viewpoints
4.8. The Wi-Fi/Femto Debate
4.8.1. Device Connectivity
4.8.2. Radio Resource Management
4.8.3. Operator-Independent versus Operator-Dependent Ecosystems
4.8.4. Use Case Scenarios
4.8.5. Data and Signaling Offload
4.8.6. Regulatory Hurdles
4.9. Femtozone Services

Section 5.
Femto Value Chain Activity - Operators, Access Point Vendors, and Chipset and Software Suppliers
5.1. Operator Rollouts
5.2. Operators
5.2.1. Vodafone
5.2.2. Telefonica
5.2.3. Orange/France Telecom
5.2.4. SFR
5.2.5. T-Mobile
5.2.6. AT&T
5.2.7. Sprint
5.2.8. Verizon
5.2.9. Softbank
5.2.10. StarHub
5.2.11. China Unicom
5.2.12. China Mobile
5.2.13. China Telecom
5.2.14. Chunghwa Telecom
5.2.15. Optimus Portugal
5.2.16. Cellcom Inc
5.2.17. SingTel
5.2.18. Telecom Italia Mobile (TIM)
5.2.19. Mosaic Telecom
5.2.20. Network Norway
5.3. Equipment Vendors
5.3.1. Ubiquisys
5.3.2. Airvana
5.3.3. ip.access
5.3.4. Cisco
5.3.5. Alcatel-Lucent
5.3.6. Samsung
5.3.7. Huawei
5.3.8. AirWalk Communications
5.3.9. ZTE
5.3.10. Argela
5.3.11. Technicolor
5.3.12. Pirelli Broadband
5.3.13. Hay Systems
5.3.14. LG-Ericsson (previously LG-Nortel)
5.3.15. Motorola
5.3.16. Netgear
5.3.17. Hitachi
5.3.18. 2Wire
5.4. Chipset and Software Vendors
5.4.1. picoChip
5.4.2. Percello
5.4.3. Texas Instruments
5.4.4. Qualcomm
5.4.5. Aricent
5.4.6. Continuous Computing
5.4.7. Node H

Section 6.
Market Forecasts
6.1. Methodology
6.2. Assumptions and Support Data
6.2.1. Fixed Broadband Subscribers
6.2.2. Cellular Subscribers
6.2.3. Wi-Fi Access Point Shipments
6.3. Variation to Previous Forecasts and Scenarios
6.3.1. Observations
6.4. Femtocell Installations
6.5. Femtocell Users
6.6. Femtocell Access Point Shipments by Air Interface
6.6.1. North American Femtocell Shipments by Air Interface Technology
6.6.2. Asia-Pacific Femtocell Shipments by Air Interface Technology
6.6.3. European Femtocell Shipments by Air Interface Technology
6.7. Femtocell Access Point Shipments by Feature Support
6.8. Femtocell Access Point Shipments by Architecture
6.9. Femtocell Average Selling Price
6.10. Femtocell Access Point Equipment Revenue
6.11. Femtocell Chipset Revenue

Section 7.
Company Directory

Section 8.
Acronyms
Scope of Study
Sources and Methodology
Notes


Table 1-1, Operators with Commercial Femtocell Services ,
Table 1-2, Femtocell Forecasts, World Markets, Forecast: 2009 to 2015
Table 4-1, Femtocell Value Chain with Key Players,
Table 4-2, Site Characteristics for Compact BTS in Pico-, Micro-, and Macrocells,
Table 4-3, Types of Enterprise Femtocell Deployments,
Table 6-1, Fixed Broadband Subscribers by Region, World Markets, Forecast: 2009 to 2015
Table 6-2, Cellular Subscribers by Region, Technology, and Applicable Air Interface Technology, World Markets, Forecast: 2008 to 2014
Table 6-3, Cellular Subscribers by Region, World Markets, Forecast: 2008 to 2014
Table 6-4, SOHO/Consumer Access Point Shipments by Form Factor, World Markets, Forecast: 2009 to 2015
Table 6-5, SOHO/Consumer Access Point Shipments by Region, World Markets, Forecast: 2009 to 2015
Table 6-6, Enterprise Access Point Shipments by Form Factor, World Markets, Forecast: 2009 to 2015
Table 6-7, Enterprise Access Point Shipments by Region, World Markets, Forecast: 2009 to 2015
Table 6-8, Dual-Mode Cellular/VoWi-Fi-Enabled Handset Shipments, World Markets, Forecast: 2009 to 2015
Table 6-9, Variance to Last Forecast - Femto CPE Shipments, World Markets, Forecast: 2009 to 2015
Table 6-10, Femtocell Installations, World Markets, Forecast: 2009 to 2015
Table 6-11, Femtocell Users, World Markets, Forecast: 2009 to 2015
Table 6-12, Femtocell CPE Shipments by Air Interface, World Markets, Forecast: 2009 to 2015
Table 6-13, Femtocell CPE Shipments by Air Interface, North America, Forecast: 2009 to 2015
Table 6-14, Femtocell CPE Shipments by Air Interface, Asia-Pacific, Forecast: 2009 to 2015
Table 6-15, Femtocell CPE Shipments by Air Interface, Europe, Forecast: 2009 to 2015
Table 6-16, Femtocell CPE Shipments by Feature Support, World Markets, Forecast: 2009 to 2015
Table 6-17, Femtocell Shipments by Architecture and User Group, World Markets, Forecast: 2009 to 2015
Table 6-18, Femtocell CPE ASPs, World Markets, Forecast: 2009 to 2015
Table 6-19, Femtocell CPE Market Revenue, World Markets, Forecast: 2009 to 2015
Table 6-20, Femtocell Chipset ASPs and Revenue, World Markets, Forecast: 2009 to 2015
Table 6-21, Femtocell CPE Shipments by Air Interface, RoW, Forecast: 2009 to 2015
Table 6-22, Femtocell Shipments by Architecture and User Group, North America, Forecast: 2009 to 2015
Table 6-23, Femtocell Shipments by Architecture and User Group, Asia-Pacific, Forecast: 2009 to 2015
Table 6-24, Femtocell Shipments by Architecture and User Group, Europe, Forecast: 2009 to 2015
Table 6-25, Femtocell Shipments by Architecture and User Group, RoW, Forecast: 2009 to 2015
Table 6-26, Femtocell CPE Shipments and Revenue, North America, Forecast: 2009 to 2015
Table 6-27, Femtocell CPE Shipments and Revenue, Asia-Pacific, Forecast: 2009 to 2015
Table 6-28, Femtocell CPE Shipments and Revenue, Europe, Forecast: 2009 to 2015
Table 6-29, Femtocell CPE Shipments and Revenue, RoW, Forecast: 2009 to 2015
Table 6-30, Femtocell MOU by Region (Annual), World Markets, Forecast: 2009 to 2015
Table 6-31, Femtocell Network Capacity Savings by Region, World Markets, Forecast: 2009 to 2015
Table 6-32, Femtocell Cell Subscription Revenue, World Markets, Forecast: 2009 to 2015
Table 6-33, Femtocell Economic Valuation, World Markets, Forecast: 2009 to 2015
Chart 4-1, Breakdown of Femtocell ASPs through Product Generations,
Chart 4-2, Breakdown of Femtocell ASPs through Product Generations,
Chart 6-1, Femtocell Shipment Scenarios, World Markets, Forecast: 2009 to 2015
Chart 6-2, Femtocell Installations, World Markets, Forecast: 2009 to 2015
Chart 6-3, Femtocell Users, World Markets, Forecast: 2009 to 2015
Chart 6-4, Femtocell CPE Shipments by Air Interface, World Markets, Forecast: 2009 to 2015
Chart 6-5, Femtocell CPE Shipments by Feature Support, World Markets, Forecast: 2009 to 2015
Chart 6-6, Femtocell Shipments by Architecture and User Group, World Markets, Forecast: 2009 to 2015
Chart 6-7, Femtocell Consumer CPE ASP Forecast, World Markets, Forecast: 2009 to 2015
Chart 6-8, Femtocell Market Revenue by Feature, World Markets, Forecast: 2009 to 2015
Chart 6-9, Femtocell Chipset Revenue, World Markets, Forecast: 2009 to 2015
Chart 6-10, Femtocell MOU by Region (Annual), World Markets, Forecast: 2009 to 2015
Chart 6-11, Femtocell Network Capacity Savings by Region, World Markets, Forecast: 2009 to 2015
Chart 6-12, Femtocell Cell Subscription Revenue, World Markets, Forecast: 2009 to 2015
Chart 6-13, Femtocell Economic Valuation, World Markets, Forecast: 2009 to 2015



Charts
  • Femtocell Shipment Scenarios World Markets, Forecast: 2009 to 2015
  • Femtocell Installations World Markets, Forecast: 2009 to 2015
  • Femtocell Market Revenue by Feature World Markets, Forecast: 2009 to 2015