LTE – GSM Long Term Evolution

Global Market Analysis of Subscribers, Services, Devices, Infrastructure, and Chipsets

This study provides an update on the latest developments in LTE. A 3GPP Release 8 standards update is included, as is information on the next two iterations of 3GPP standards, Releases 9 and 10. The report discusses primary components of LTE such as the enodeB and the evolved packet core. Various architectural configurations are also addressed, along with the pros and cons of each.

The research provides insight into a number of operators’ strategies, vendor solutions, frequency bands used and latest development in the IPR analysis. A list of all operators with defined LTE plans is also included, along with potential CAPEX spending. The report also includes multiple forecasts including: LTE subscribers, enodeb, gateways, modems, and handsets.

What Questions Does This Report Answer?

  • Which operators are deploying LTE and what is the deployment timeline?
  • What are the regional differences in LTE deployments?
  • What are the region-specific LTE frequency bands and channel bandwidth?
  • Who are the real ecosystem players?
  • When will LTE reach mass market deployment?
  • What are common backhaul solutions for LTE?
  • How quickly will the different device form factors be deployed?
  • How will voice be carried over LTE?
  • How will operators manage existing legacy networks with LTE?
  • What are the forecast data for base stations, devices, and gateways?

Who Needs This Report?

  • Mobile operators
  • Chipset vendors
  • Test equipment vendors
  • Wireless infrastructure vendors
  • Cable operators
  • Financial institutions
  • Device vendors
  • CE vendors
  • Handset vendors
  • Sub-component vendors
  • SIM/UICC vendors
  • Application vendors
  • Services vendors
  • E-Health equipment and services providers
  • M2M equipment and services providers
  • Utility companies

Table of Contents


Section 1.
Executive Summary
1.1. LTE Market Overview
1.2. High Level Forecasts
1.2.1. LTE Subscriber Forecast
1.2.2. Radio Access Network Equipment Forecast
1.2.3. LTE Frequency Bands
1.3. LTE Devices
1.4. Summary

Section 2.
LTE Overview and Standards Update
2.1. HSPA Implications
2.2. What is LTE
2.3. Third Generation Partnership Project (3GPP) Release 8 Update
2.3.1. Next Generation Mobile Networks (NGMN) Alliance
2.3.2. LTE/SAE Trial Initiative (LSTI)
2.4. LTE Spectrum
2.4.1. 700MHz Frequency Band
2.4.2. Digital Dividend (790MHz to 862MHz Bands)
2.4.3. 2.1GHz (UMTS Core band)
2.4.4. 2.3GHz
2.4.5. 2.6GHz (2500MHz to 2690MHz) frequency Band
2.4.6. GSM Refarming (900MHz and 1800MHz)
2.4.7. Summary
2.5. 3GPP Release 9
2.6. LTE Advanced - 3GPP Release 10
2.7. Summary

Section 3.
3.1. LTE Network Architecture Overview
3.1.1. Remote Radio Heads (RRH)
3.2. LTE Radio Access Network (RAN)
3.2.1. LTE Base Station (eNodeB)
3.2.2. LTE Antenna Schemes (MIMO)
3.2.3. LTE Equipment Re-Use
3.3. LTE RAN Vendors
3.3.1. Alcatel-Lucent
3.3.2. Ericsson
3.3.3. Fujitsu
3.3.4. Huawei
3.3.5. Motorola
3.3.6. Nokia-Siemens Network (NSN)
3.3.7. Nortel
3.3.8. PowerWave
3.3.9. LTE eNodeB Forecast
3.3.10. Summary
3.4. LTE Third Party Software and Solutions Providers
3.4.1. PicoChip
3.4.2. Continuous Computing
3.4.3. MimoOn
3.4.4. Summary
3.5. LTE Backhaul - Economic Solutions
3.5.1. LTE
3.5.2. Ethernet Fiber Backhaul
3.5.3. Implications of Femtocells for Mobile Operator Backhaul Costs
3.6. LTE Backhaul Summary

Section 4.
Evolved Packet Core and Evolved Packet System
4.1. What is the Evolved Packet Core (EPC)
4.2. The Evolve Packet Core Vendor Strategies
4.2.1. Alcatel-Lucent
4.2.2. Cisco
4.2.3. Ericsson
4.2.4. Huawei
4.2.5. Motorola
4.2.6. Nortel
4.2.7. Nokia-Siemens Network (NSN)
4.2.8. Starent Networks
4.3. Mobility Management Entity (MME)
4.4. Serving Gateway/PDN Gateway
4.4.1. LTE Gateway Forecast
4.5. IP Multi-Media Sub-System Opportunities

Section 5.
LTE Chipset and Supporting Products
5.1. LTE Device and Infrastructure Chipset Solutions
5.1.1. Altair Semiconductor Ltd
5.1.2. Comsys
5.1.3. Freescale Semiconductor
5.1.4. Fujitsu
5.1.5. Huawei
5.1.6. Qualcomm
5.1.7. ST Ericsson's M700 Mobile Broadband Platform
5.1.8. Texas Instrument (TI)
5.1.9. Xilinx
5.1.10. Rogers Corporation
5.1.11. Summary

Section 6.
LTE Devices
6.1. LTE Devices - NGMN Device Requirements
6.1.1. LTE Devices
6.1.2. PC Cards
6.1.3. USB Dongles
6.1.4. Internal Modems
6.1.5. Consumer Electronics
6.1.6. LTE Handsets
6.2. LTE Device Ecosystem
6.2.1. Nokia
6.2.2. LG Electronics
6.2.3. Sierra Wireless
6.3. LTE Device Forecast
6.4. Summary
6.5. LTE Device Testing
6.5.1. Anritsu
6.5.2. MimoOn
6.5.3. Rohde and Schwartz
6.5.4. Summary

Section 7.
LTE Applications and Services
7.1. LTE Applications and Services
7.1.1. E-Health
7.1.2. Video
7.1.3. In- Vehicle Entertainment
7.1.4. Machine to Machine
7.2. Verizon's LTE Innovation Center
7.3. AT&T's Application Beta Program
7.4. Joint Innovations Lab (JIL)
7.5. Alcatel-Lucent's ng-Connect Program
7.6. Voice over LTE
7.6.1. VoLGA

Section 8.
LTE Operator Strategies
8.1. European Operators
8.1.1. Telia Sonera
8.1.2. T-Mobile Germany
8.1.3. Vodafone
8.2. Asian Operators
8.2.1. China Mobile
8.2.2. KDDI
8.2.3. NTT DoCoMo
8.3. North America Operators Adopting LTE
8.3.1. AT&T
8.3.2. CenturyTel
8.3.3. Metro PCS
8.3.4. US Cellular
8.3.5. Verizon Wireless (VZW)
8.4. LTE Business Case Issues
8.4.1. 3G Data Revenues Global Analysis
8.4.2. 3G Data Scenario in Europe
8.4.3. LTE Average Revenue Per User
8.4.4. LTE Subscriber Forecast
8.4.5. Subscriber Churn
8.4.6. LTE Revenue Forecast
8.5. Summary

Section 9.
Forecast Methodology
9.1. Base Station Forecast Methodology
9.2. Rural Coverage Calculations
9.3. Urban/Capacity-Constrained Calculations
9.3.1. Analog and GSM Networks
9.3.2. 3G Networks
9.3.3. 3G BTS Capacity
9.3.3.1. Network Suitability for GSM-WCDMA Co-Location
9.3.3.2. Average Data Load per End User

Section 10.
Important Definitions
10.1. What Constitutes a Base Station?
10.2. Base Station Accumulative Total
10.3. Net Additions in Base Stations

Section 11.
References

Section 12.
Company Directory

Section 13.
Acronyms
Scope of Study
Sources and Methodology
Notes





Tables
  • LTE Planned Deployments World View: 2010 to 2013
  • LTE Modem Shipments World Market, Forecast: 2009 to 2014
  • LTE Modem Shipments by Device Type World Market, Forecast: 2009 to 2014
  • LTE Device ASPs World Market, Forecast: 2009 to 2014
  • LTE Handset Shipments World Market, Forecast: 2009 to 2014
  • LTE UMPC Shipments World Market, Forecast: 2009 to 2014
  • LTE Netbook Shipments World Market, Forecast: 2009 to 2014
  • Accumulative Total - LTE Subscribers World Market, Forecast: 2009 to 2014
  • LTE ARPU Europe, Forecast: 2009 to 2014
  • LTE Service Revenue World Market, Forecast: 2009 to 2014
  • LTE Base Station Shipments by Region World Market, Accumulative Total Forecast: 2009 to 2014
  • LTE Base Station Shipments by Frequency Bands World Market, Forecast: 2009 to 2014
  • Net Base Station Equipment Spend World Market, Forecast: 2009 to 2014
  • Technology Trend - Base Station Equipment Spend World Market, Forecast: 2009 to 2014
  • LTE DSP Shipment World Market, Forecast: 2009 to 2014
  • LTE Gateway Shipments (S-GW, P-GW) World Market, Forecast: 2009 to 2014
  • LTE Operator CAPEX World View: 2010 to 2013
  • Cellular Vendor Infrastructure Market Share World View: 1Q 2003 to 4Q 2008
  • LTE DSP Shipments World Market, Forecast: 2009 to 2014
  • Verizon Wireless Service and Data Revenue 1Q 2008 to 1Q 2009
  • Data Revenue by Country World Market, Forecast: 2008 to 2014
  • Mobile Data as a Percentage of Wireless ARPU North America: 1Q 2004 to 4Q 2008

Charts
  • LTE Subscribers World Market, Forecast: 2009 to 2014
  • LTE Base Station Equipment Spend World Market, Forecast: 2009 to 2014
  • LTE Base Station Shipments by Frequency Bands World Market, Forecast: 2009 to 2014
  • LTE Modem Shipments by Device Type World Market, Forecast: 2009 to 2014
  • Technology Trend - Base Station Equipment Spend World Market, Forecast: 2007 to 2014
  • LTE Base Station Shipments by Region World Market, Accumulative Total Forecast: 2009 to 2014
  • LTE Gateway Shipments (S-GW, P-GW) World Market, Forecast: 2009 to 2014
  • Cellular Vendor Infrastructure Market Share World Market: 4Q 2008
  • LTE PCMCIA Card Shipments World Market, Forecast: 2009 to 2014
  • LTE Modem Shipments by Region World Market, Forecast: 2009 to 2014
  • Data Revenue as a Percentage of Wireless Revenue NTT DoCoMo, KDDI, and SoftBank: December 2008
  • Verizon Wireless Service and Data Revenue 1Q 2008 to 1Q 2009
  • LTE Annual Net Subscriber Additions by Region World Market, Forecast: 2009 to 2014
  • Data Revenue by Country World Market, Forecast: 2008 to 2014