SOURCE: Infonetics Research

Infonetics Research

December 01, 2010 12:59 ET

Infonetics Research: 2G/3G mobile infrastructure market has first positive quarter in over a year

CAMPBELL, CA--(Marketwire - December 1, 2010) - Market research firm Infonetics Research (http://twitter.com/infonetics) released its third quarter of 2010 (3Q10) 2G/3G Mobile Infrastructure and Subscribers market share and forecast report.

ANALYST NOTE
"As we anticipated more than a year ago, in the third quarter of 2010 the mobile infrastructure market was marked by the start of 2G capacity upgrades and modernization projects, sustained but slowing 3G activity in North America, and the start of 3G rollouts in India. Despite the misleading '4G' pandemonium in the US, 2G is back in full force and will keep the planet busy for the next few years as global mobile penetration reaches 100%," predicts Stéphane Téral, Infonetics Research's principal analyst for mobile and FMC infrastructure.

MOBILE INFRASTRUCTURE MARKET HIGHLIGHTS

  • The worldwide 2G and 3G mobile infrastructure market grew 2% in 3Q10, to $8.8 billion
  • The overall market is still down year-over-year (-20.7% from 3Q09), when the market was inflated by massive 3G rollouts in China
  • All major segments of the market posted sequential gains, including radio access network (RAN), mobile switching subsystem (MSS), mobile packet core, and home location register (HLR) equipment
  • Since its peak of $42.5 billion in 2008, annual spending on just RAN equipment -- base transceiver stations (BTS), base station controllers (BSC), and remote radio heads (RRH) -- is dropping almost $10 billion, to an expected $33.4 billion in 2010
  • The GSM RAN equipment market bounced back in 3Q10, up 12.5% sequentially, led by major 2G capacity upgrades in China and India
  • Ericsson remains the King of the Radio, with double the revenue market share of its nearest competitor, Nokia Siemens, for worldwide macrocell RAN equipment
  • In the mobile packet core equipment segment -- in which Ericsson is also #1 -- just 3 quarters ago the spread between #2 Nokia Siemens and #3 Cisco was about 13.5 percentage points; in 3Q10 the distance between them is only 2 percentage points
  • The number of mobile subscribers passed the 5 billion bar in 2010 and is on track to hit 6 billion between 2012 and 2013
    • With the worldwide population now at 6.9 billion, it is very likely that mobile penetration will exceed the global population in the near future

REPORT SYNOPSIS
Infonetics' 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, TDSCDMA, cdmaOne.

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

RELATED RESEARCH

UPCOMING MOBILE AND WIRELESS RESEARCH
See MOBILE AND WIRELESS on Infonetics' portal (http://www.infonetics.com/login), or follow the links below for additional information:

SALES

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