SOURCE: Infonetics Research

Infonetics Research

August 26, 2010 17:20 ET

Infonetics Research: China and India spending freeze dulls mobile infrastructure market; Alcatel-Lucent, Nokia Siemens gain on Ericsson

CAMPBELL, CA--(Marketwire - August 26, 2010) -  Market research firm Infonetics Research ( released its second quarter (2Q10) 2G/3G Mobile Infrastructure and Subscribers market share and forecast report.

"It's been a tough year so far for the mobile infrastructure market, mainly due to the absence of spending in China and India. Last year, China spent like mad on its massive 3G rollout. This year, India was supposed to pick up some of the slack, but due to a combination of bans on Chinese vendors and a delayed spectrum auction, the spending virtually stopped in 2010. In fact, our analysis of capital expenditures by the three Chinese service providers in the first half of 2010 indicates that they have spent only 12% of their planned 3G budgets! The postponements in GSM upgrades and modernization will need to be addressed soon, and we are likely to see some interesting pick-up in both 3G in China and 2G in India in the second half of 2010," expects Stéphane Téral, principal analyst for mobile and FMC infrastructure at Infonetics Research.


  • In 2Q10, worldwide revenue for mobile switching subsystem (MSS) and packet core equipment grew, while radio access network (RAN) and home location register (HLR) equipment revenue declined
  • The end result was a relatively stable quarter for the overall mobile infrastructure market, down 0.9% in 2Q10 from 1Q10, from $8.8 billion to $8.7 billion
  • Ericsson retains the top position for overall macro RAN equipment revenue market share, although Nokia Siemens Networks and Alcatel-Lucent each gained more or less 2 percentage points, pushing Nokia Siemens closer to Ericsson than it's been all year, and pushing ALU ahead of Huawei for the first time since early 2009
  • In 2Q10, aside from the fundamental lack of activity in China and India, the mobile infrastructure market was marked by sustainable 3G and CDMA upgrades in North America, prolonged weakness in Europe across the board, and an uptick in Africa and Latin America

Infonetics' quarterly mobile infrastructure report provides worldwide and regional market size, market share, analysis, and forecasts for RAN equipment (base station controllers; macrocell, microcell and picocell base transceiver stations; W-CDMA remote radio head), mobile switching subsystem equipment (mobile switching center, soft MSCs, wireless media gateways), mobile packet core network equipment (GPRS gateway support nodes, serving GPRS support nodes, packet data serving nodes), HLR equipment, and mobile subscribers.

Subscribers and most equipment are tracked by technology: GSM, W-CDMA, CDMA2000, TD-SCDMA, cdmaOne.

Companies tracked include Alcatel-Lucent, Apertio, Cisco (Starent), Ericsson, GENBAND, HP, Huawei, Motorola, NEC, Nokia Siemens, Nortel, UTStarcom, ZTE, and many others.



See MOBILE AND WIRELESS on Infonetics' portal ( for more information:


Infonetics Research is an international market research and consulting firm serving the communications industry since 1990. A leader in defining and tracking emerging and established technologies in all world regions, Infonetics helps clients plan, strategize, and compete more effectively. 

Contact Information

  • Lead Analyst:
    Stéphane Téral
    Principal Analyst, Mobile and FMC Infrastructure
    Infonetics Research
    +1 408-583-3371
    Email Contact