4G Wholesale Market

Aero2, Aria, Callmax, Clearwire, LightSquared, MVS, UQ Communications, and Yota

Research Report

Pages
49
Deliverables
Released
3Q 2011
Product Code
RR-4GWS-11
Price
Login

The 4G wholesale market will be a vital part of how the mobile wireless industry continues to evolve. 4G wholesale operators include wholesale-focused service providers with 4G (WiMAX, LTE) networks, for which most or all of their business is wholesale, as well as the large, established, incumbent mobile operators who will start to focus more on wholesale business with their new 4G networks. Clearwire in the United States and UQ Communications in Japan were the first 4G wholesale operators in the world. LightSquared has captured a lot of attention, and many more are in the process of becoming commercial in Japan, Mexico, The Netherlands, Poland, Russia, and the United States. This report looks at all the drivers, barriers, and opportunities in this market, includes a SWOT analysis of the 4G wholesale-focused mobile operators that are or will soon be commercial, details the MVNOs of 4G wholesale-focused operators, and sizes the market for 4G wholesale subscribers and revenue by various segmentations. Segmentation of forecasts include regional and key country segmentation, device segmentation, and 4G air interface segmentation, among others.

What Questions Does This Report Answer?

  • How large will the 4G wholesale market be in terms of subscribers?
  • How large will the 4G wholesale market be in terms of subscriber revenue?
  • Which countries and regions will have the most activity here?
  • How soon will LTE surpass WiMAX in the 4G wholesale market given the lead by Clearwire and UQ Communications?
  • What are the strengths, weaknesses, opportunities, and threats of 4G wholesale-focused mobile operators?
  • How will LightSquared fare?

Who Needs This Report?

  • Mobile operators
  • 4G wholesale-focused mobile operators
  • Device vendors
  • Data MVNOs
  • 4G chipset vendors

Table of Contents

  • Executive Brief

  • Top Line Forecast
  • Drivers
  • Inhibitors
  • Market Share
  • Summary and Strategic Recommendations

Section 1.
EXECUTIVE SUMMARY

1.1. The 4G Wholesale Services Market
1.2. Drivers of this Market
1.3. The Size of the 4G Wholesale Services Market

Section 2.
MARKET ISSUES

2.1. Background Definitions
2.2. Background Definition of 4G
2.3. Background Definition of a "4G Wholesale Operator"
2.4. Why 4G Wholesale Operators Are Emerging Now
2.5. Drivers
2.6. Barriers
2.7. Opportunities
2.8. Threats
2.9. The Importance of Supporting Multiple Devices with New Data Plans
2.10. Shift from One to Many Devices per Person
2.11. Change in Business Models
2.12. Clearwire versus LightSquared
2.13. Funding
2.14. Network Status
2.15. Other Differences

Section 3.
4G WHOLESALE OPERATORS TYPES

3.1. Pure Wholesale Mobile Operators
3.2. Pros
3.3. Cons
3.4. Wholesale-Focused Mobile Operators
3.5. Pros
3.6. Cons
3.7. Traditional Service Providers
3.8. Pros
3.9. Cons
3.10. Network Equipment Vendors as Wholesale Providers
3.11. Pros
3.12. Cons
3.13. Indoor DAS / Picocell / Femtocell Vendors as Wholesale Providers
3.14. Pros
3.15. Cons
3.16. Retail Chains as MVNOs
3.17. Pros
3.18. Cons
3.19. Device Vendors as MVNOs
3.20. Pros
3.21. Cons

Section 4.
KEY WHOLESALE-FOCUSED OPERATORS

4.1. Wholesale-focused 4G Mobile Operators
4.2. Callmax B.V.
4.3. Clearwire (United States)
4.4. LightSquared (United States)
4.5. Mobyland (Poland)
4.6. MVS Communicaciones (Mexico)
4.7. UQ Communications (Japan)
4.8. Yota (Russia)
4.9. Key MVNOs on 4G Networks

Section 5.
MARKET FORECASTS

5.1. Methodology
5.2. Forecasts

Section 6.
COMPANY DIRECTORY


Section 7.
ACRONYMS


Section 8.
LINKS TO RELATED RESEARCH

8.1. Sources and Methodology
8.2. Notes




28 Charts
  • Clearwire Quarterly Subscribers by Retail/Wholesale
  • Clearwire Wholesale Subscribers by MVNO
  • Clearwire Funding by Comapany
  • UQC Quarterly Subscribers by Retail/Wholesale
  • 4G Wholesale Subscribers
  • 4G Wholesale Subscribers by Region
  • 4G Wholesale Subscribers by 4G Air Interface
  • 4G Wholesale Subscribers by Device Category
  • 4G Wholesale ARPU
  • 4G Wholesale Revenue
  • 4G Wholesale Revenue by Region
  • 4G Wholesale Revenue by 4G Air Interface
  • 4G Wholesale Revenue by Device Category
  • 4G Wholesale Subscribers by Region, World Market, Forecast: 2010 to 2016
  • Clearwire Wholesale Subscribers by MVNO, Clearwire, 4Q10 to 1Q11
  • Clearwire Quarterly Subscribers by Retail/Wholesale, Clearwire, 1Q09 to 1Q11
  • Clearwire Wholesale Subscribers by MVNO, Clearwire, 4Q10 to 1Q11
  • Clearwire Funding by Comapany, Clearwire, 4Q10
  • UQC Quarterly Subscribers by Retail/Wholesale, UQ Communications, 1Q09 to 1Q11
  • 4G Wholesale Subscribers, World Market, Forecast: 2010 to 2016
  • 4G Wholesale Subscribers by Region, World Market, Forecast: 2010 to 2016
  • 4G Wholesale Subscribers by 4G Air Interface, World Market, Forecast: 2010 to 2016
  • 4G Wholesale Subscribers by Device Category, World Market, Forecast: 2010 to 2016
  • 4G Wholesale ARPU, World Market, Forecast: 2010 to 2016
  • 4G Wholesale Revenue, World Market, Forecast: 2010 to 2016
  • 4G Wholesale Revenue by Region, World Market, Forecast: 2010 to 2016
  • 4G Wholesale Revenue by 4G Air Interface, World Market, Forecast: 2010 to 2016
  • 4G Wholesale Revenue by Device Category, World Market, Forecast: 2010 to 2016
1 Figures
  • GNSS and 1.6 GHz Spectrum Usage