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The Annual Top 10 Wireless Infrastructure Vendors League

Product Type: Market Research Report
Published by: Visiongain
Published: April 2005
Product Code: R155-064
Description
Which infrastructure supplier sold most?
Who has the largest W-CDMA market share?
Which company will be the biggest in 2010?
Which companies are over-reliant on certain operators?

The industry is recovering from its three-year slump, but with declining prices future growth is by no means assured even with new technologies coming to the fore. This report analyses where the major vendors are now, what their strategies are and where they will be in 5 years time, along with a detailed breakdown and analysis of the Top 10 wireless infrastructure companies.

The report addresses crucial questions such as:
  • What are the main strengths and weaknesses of each wireless infrastructure vendor?
  • What strategies are these companies employing with regards to current and future technologies?
  • What are the plans and goals for each vendor?
  • What are the key challenges and opportunities that these players face going into the future?
  • What are the key problems facing the industry in the GSM, W-CDMA and CDMA markets?
Interoperability and unification of standards, the use of radio frequency spectrum, device power consumption and convergence are just some of the issues the industry must overcome. GSM/CDMA standard-based infrastructure faces increased competition from emerging standards such as Wi-Fi, WiMAX and ZigBee. Which vendor will react best to the competition? Who will capture the new market share?

The report contains estimates and growth rates for the forecast period from 2005 to 2010. With several European operators struggling with high debt loads and a subscriber base nearing saturation, what will the effect be on individual vendors? The ramifications of this and other problems for the infrastructure market are highlighted in this report. If you are a vendor, an operator, supplier or service provider, the future of your industry depends on the future of this market.

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Table of Contents

Chapter 1 Introduction

Chart 1 Infrastructure Market Statistics (2000-2004)

1.1 Wireless Infrastructure: Backbone of Wireless Networks

Figure 1 Elements of Wireless Networks

1.1.1 Components

1.1.2 Radio Infrastructure

1.1.2 Core Software

1.1.4 Middleware

Figure 2 Wireless Infrastructure Overview (GPRS Technology)

1.2 Major Trends in the Wireless Industry

Chart 2 Worldwide Wireless Subscriber Growth Predictions (2003-2010)

1.2.1 The Convergence phenomenon

1.2.2 High Speed Technologies

1.2.2.1 3G

1.2.2.2 HSDPA

1.2.2.2.1 Key Features of HSDPA

1.3 Infrastructure Market Analysis

1.4 Aim of the Report

1.4.1 The major players in the infrastructure industry

1.4.2 Strategies and market dynamics

1.5 Structure of the Report



Chapter 2 Wireless Infrastructure Market Overview

2.1 Wireless Networks and Technologies

2.1.1 GSM

2.1.2 GPRS

2.1.3 EDGE

2.1.4 UMTS

2.1.5 TD-SCDMA

2.1.6 CdmaOne: The Family of IS-95 CDMA Technologies

2.1.6.1 S-95A: The first CDMA Cellular Standard

2.1.6.2 S-95B: 2.5G

2.1.7 CDMA 2000 1x (EV-DO)

2.1.8 EV-DV

2.1.9 Operator Competition: Driving the Enhancements

2.2 Infrastructure Equipment Description

2.2.1 Radio Transmission Solutions

2.2.1.1 Base Station Subsystem

2.2.2 Core Network Subsystem

2.3 Main Customers of Infrastructure Industry

Chart 3 Vendor Revenues from Emerging and Mature Markets, 2003-2010

Table 1 Customer Segmentation for Infrastructure Vendors

2.3.1 Customer Segmentation

2.3.1.1 Customer Segmentation Based on Market Size

Chart 4 Subscriber Figures for Top Operators Worldwide (Q2 2004)

Table 2 Worldwide Subscriber Figures for Key Technologies (Q2 2004)

2.4 Revenue Generation through 3G Equipment Sales

Chart 5 Falling Prices of Node B Base Stations

Chart 6 Percentage Shares of New Technologies in Q2 2004

2.5 Next Generation Technologies are Gaining Momentum

2.6 Operator Choice



Chapter 3 Top Five Wireless Infrastructure vendors

Table 3 Main Vendors

Chart 7 Infrastructure Market Share for Key Vendors in 2004

Chart 8 Worldwide Infrastructure Revenues (2000-2010)

3.1 Ericsson

3.1.1 Company Overview

3.1.2 Ericsson's Mission and Objectives in the Wireless Industry

3.1.2.1 Mission and Core Values

3.1.2.2 Objectives Pursued by Ericsson

3.1.3 Ericsson's Strategies

Table 4 Ericsson's Key Products, Services and Technologies

3.1.4 Core Competencies

3.1.4.1 Enhancing Operational Efficiency through Common Product Platforms

3.1.4.2 Research and Development

Table 5 Ericsson's R&D Spending

3.1.5 Customers

Table 6 Ericsson's CDMA 2000 Customers

Table 7 Ericsson's Customers (UMTS and EDGE)

3.1.5.1 Global Presence through Market penetration

Chart 9 Ericsson's Revenue Generation Segmented by Region (Q3 2004)

3.1.6 New Infrastructure Contracts

3.1.6.1 Telstra, Australia

3.1.6.2 Bharti, India

3.1.6.3 Polkomtel, Poland

3.1.6.4 T-Mobile, Hungary

3.1.6.5 China Mobile, China

3.1.6.6 Cingular Wireless, US

3.1.6.7 Europe

3.1.6.8 Asia

Table 8 Ericsson's Latest Major Deals

3.1.6.9 Ericsson's Strategy in Various Regions Worldwide

Chart 10 Ericsson's Total Revenues in Billion Dollars by Region (2004)

3.1.7 Financial Performance

Table 9 Ericsson's Financial Statistics (All numbers in Million $)

Chart 11 Ericsson's Revenues (2001-2003)

Chart 12 Percentage Contribution from Ericsson's Business Segments (2003)

Chart 13 Ericsson's Quarterly Revenues (Q3 2003-Q3 2004)

Chart 14 Ericsson's Quarterly Profits (Q3 2003-Q3 2004)

3.1.8 Ericsson's Focus in coming years

3.1.8.1 New Products and Services

3.1.8.2 Meeting the demands of Network Operators

3.1.9 Performance of Mobile infrastructure within the System's Business Unit

3.1.9.1 Ericsson's Mobile Product Portfolio

3.1.9.2 Key Highlights

3.1.9.3 Market Share Analysis

3.1.9.3.1 Ericsson: Dominant Player in GSM Related Infrastructure

Chart 15 Ericsson's Market Share in GSM (2000-2004)

3.1.9.3.2 Ericsson's Market Share in W-CDMA Infrastructure

Chart 16 Ericsson's Sales in W-CDMA (2002-2003)

Chart 17 Ericsson's W-CDMA Market Share (2002-2004)

3.1.9.3.3 Ericsson in CDMA Market

3.1.10 Summary

3.1.10.1 Ericsson's Overall Market Share

Chart 18 Ericsson's Overall Market Share

3.1.10.2 Challenges facing Ericsson

3.2 Nokia

3.2.1 Company Overview

3.2.1.1 Nokia's Mission

3.2.1.2 Objectives Pursued by Nokia

3.2.1.3 Nokia's Strategies

3.2.1.3.1 Growth Markets

3.2.1.3.2 Innovations

3.2.1.3.2.1 PTT

3.2.1.3.2.2 Nokia Metrosite 50

3.2.1.3.3 Network Services

3.2.1.3.4 R&D

Table 10 Nokia's R&D Spend (2001-2003)

3.2.1.3.4.1 Nokia's Key R&D Statistics

3.2.1.3.5 Sales and Marketing

3.2.1.4 Customers

Table 11 Nokia's Main Customers

Table 12 List of Nokia's Key 3G/GSM Customers

3.2.1.4.1 Global presence

3.2.1.5 Financial Performance

Table 13 Nokia Networks and Nokia Groups Performance Statistics

Chart 19 Sales Contribution by Segment (2003)

Chart 20 Nokia's Falling Revenues (2001-2004)

3.2.2 New Contracts

3.2.2.1 3G Contracts

3.2.2.2 GSM/GPRS and EDGE Contracts

3.2.2.3 2004 Statistics

3.2.3 Key Highlights for 2004

3.2.4 Market Share Analysis

3.2.4.1 Nokia's Market Share in GSM related Infrastructure

Chart 21 Nokia's GSM Market Share (1997-2004)

3.2.4.2 Nokia's Market Share in W-CDMA Infrastructure

Chart 22 Nokia's W-CDMA Market Share (2001-2004)

3.2.4.3 Nokia's Market Share in EDGE

3.2.5 Summary

3.2.5.1 Nokia's Overall Market Share

Chart 23 Nokia's Overall infrastructure Market Share (2000-2004)

3.2.6 Nokia's Future Plans

3.2.6.1 HSDPA Route for Growth

3.2.6.2 Targets and Challenges facing Nokia

3.3 Siemens

3.3.1 Company Overview

3.3.1.1 Product Portfolio

3.3.2 Siemens' Mission and Business Objectives

3.3.3 Siemens Strategies

3.3.4 Siemens' Core Competencies

3.3.4.1 Software

3.3.4.2 Knowledge transfer through R&D

3.3.4.3 Customer focus in sales and service

3.3.5 New Contracts

3.3.5.1 December 2004

3.3.5.2 August 2004

3.3.5.3 May 2004

3.3.5.3 September 2003

3.3.5.4 Siemens Partnership Project

Table 14 Summary of Key contracts

3.3.6 Main Customers

3.3.6.1 USA

3.3.6.1.1 Cingular Wireless

3.3.6.1.2 Europe and Asia

3.3.6.1.3 List of Key Customers

Table 15 List of Siemens' Key Customers

3.3.7 Financial Performance

Chart 24 Siemens Sales (2003-2004)

Chart 25 Siemens R&D Expenditure (2003-2004)

Chart 26 ICN Units Profit Margins (2003-2004)

3.3.8 Siemens Future Prospects

3.3.8.1 Restructuring

3.3.9 Market Share Analysis

3.3.9.1 Siemens Market Share in GSM related Infrastructure

Chart 27 Siemens Market Share in GSM Infrastructure Market (2000-2004)

3.3.9.2 Siemens Market Share in W-CDMA Infrastructure

Chart 28 Siemens Market Share in W-CDMA Infrastructure Market 2004

3.3.10 Siemens Summary

3.3.10.1 Overall Market Share

Chart 29 Siemens Market Share in Overall Infrastructure Market (2000-2004)

3.3.11 Future Plans of Siemens

3.3.12 Challenges facing Siemens

3.4 Lucent

3.4.1 Company Overview

3.4.1.1 Mobility Solutions from Lucent

3.4.1.1.1 3G Solutions

3.4.2 Mobility Segment: The Wireless Infrastructure Division

3.4.2.1 Base station products

3.4.2.2 Core network equipment.

3.4.3 Lucent's Mission and Business Objectives

3.4.3.1 Lucent's Strategies

3.4.3.2 Lucent's Core Competencies

3.4.3.2.1 Research

3.4.3.3 Lucent's Financial Performance

Table 16 Lucent's Mobility Segment's Financial Performance

Chart 30 Lucent's Performance in the Infrastructure Market in the US (2002-2004)

Chart 31 Lucent's Infrastructure sales Outside the US 2002-2004)

Chart 32 Lucent's Performance Outside the US in Comparison to overall performance (2002-2004), Mobility Segment

Chart 33 Lucent's Mobility Segment Profit Margins (2002-2004)

3.4.3.3.1 Fiscal 2004 vs. 2003

3.4.3.3.1.1 Improved Performance

3.4.3.3.1.2 Lower R&D Expenses

3.4.3.4 Lucent's Recent Contracts

3.4.3.4.1 March 2004

3.4.3.4.2 May 2004

3.4.3.4.3 June - July 2004

3.4.3.4.4 2005 development

Table 17 Lucent's Main Contracts

3.4.4 Main customers

Table 18 Lucent's Main Customers

3.4.5 Key Highlights

3.4.5.1 Partnerships

3.4.5.1.1 Lucent and Sprint

3.4.6 Lucent's Performance in the Infrastructure Industry

Chart 34 Lucent's W-CDMA Market Share (2004)

Chart 35 Lucent's CDMA Market Share (2001-2004)

3.4.7 Summary

3.4.7.1 Overall Performance in the Industry

Chart 36 Lucent's Overall Performance

3.5 Motorola

3.5.1 Motorola's Segment Statistics

3.5.1.1 Broadband Communications Sector

3.5.1.2 Commercial, Government and Industrial Solutions Sector (CGISS)

3.5.1.3 Integrated Electronic Systems Sector

3.5.1.4 Personal Communications Sector

3.5.1.5 GTSS: The Infrastructure Segment of Motorola

3.5.1.5.1 Solutions provided by GTSS

3.5.2 Mission and Business Objectives

3.5.3 Motorola's Strategies

3.5.4 Motorola's Core Competencies

3.5.4.1 Infrastructure

3.5.4.2 Inbound Logistics

3.5.4.3 R&D

Chart 37 Motorola's R&D Investments (2001-2004)

3.5.5 Motorola's Product Portfolio

3.5.6 Key Statistics

3.5.7 Motorola's Financial Performance

Table 19 Sales of GTSS (2000-2004)

Chart 38 GTSS's Sales growth (2001-2004)

Chart 39 GTSS's Sales in Comparison to Group's Sales (2001-2004)

Chart 40 Motorola's Sales Based on Geography (2003)

3.5.8 Motorola's New Contracts

3.5.8.1 Summary of Recent Contracts

3.5.9 Motorola's Key Customers

Table 20 Motorola's main customers

3.5.10 Key highlights of GTSS's Performance:

Chart 41 Motorola's Share of the GSM Market (2000-2004)

Chart 42 Motorola's CDMA Share (2004)

3.5.11 Summary

Chart 43 Motorola's Sales (Q3 2004)

Chart 44 Motorola's Overall Market Share (2001-2004)

3.5.12 Future Plans

3.5.1.3 Challenges facing Motorola



Chapter 4 Tier Two Players

4.1 Nortel

4.1.1 Nortel's Strategy

4.1.2 Nortel's Wireless Networks

4.1.2.1 Nortel's GSM/UMTS Base Station

4.1.3 Forming Business Partnerships

4.1.4 Key Statistics for Nortel

Table 21 Key Statistics

4.1.5 Recent Contracts

4.1.5.1 December 2004

4.1.5.2 September 2004

4.1.5.3 May 2004

4.1.5.4 April 2004

4.1.5.5 March 2004

4.1.5.6 September 2003

4.1.5.7 May 2003

4.1.5.8 2005 Updates

Table 22 Main Contracts Signed by Nortel

4.1.6 Nortel's Customers

Table 23 Nortel's Key Customers

4.1.7 Nortel's Performance in the Infrastructure Industry

Chart 45 Nortel's CDMA Market Share (2001-2004)

Chart 46 Nortel's W-CDMA Market Share (2001-2004)

Chart 47 Nortel's Overall Market Share (2001-2004)

4.2 Alcatel/Fujitsu

4.2.1 Mobile Communications

4.2.2 Alcatel's Strategy

4.2.3 Key Performance Indicators

4.2.3.1 3G Infrastructure

4.2.3.2 Partnership Projects

4.2.3.2.1 SK telecom and Alcatel

4.2.3.2.2 Datang Mobile and Alcatel

4.2.4 New contracts

4.2.5 Complying to Multi-Vendor Interoperability Standards

4.2.6 Recent Developments

4.2.7 Alcatel's Performance in the Industry

4.2.7.1 Alcatel's Share in GSM Market

Chart 48 Alcatel's GSM Market Share (2001-2004)

4.2.7.2 Alcatel's Share in CDMA Market

Chart 49 Alcatel's CDMA Market Share (2001-2004)

4.3 NEC

4.3.1 Network Solutions

4.3.2 NEC's Strategy

4.4 Samsung

4.4.1 Telecommunication System

4.4.1.1 CDMA Network Solution

4.4.2 Samsung's Customers

4.4.3 New Contracts

4.5 LG

4.5.1 LG bets on 3G



Chapter 5 Insights into Key Vendor Performance

5.1 Performance on basis of Technologies

5.1.1 GSM

5.1.1.1 GSM Facts and Figures

Chart 50 GSM Subscriber Growth

Chart 51 Comparative Statistics of GSM and other Technologies

5.1.1.2 Infrastructure Expenditure in GSM

5.1.1.2.1 Western Europe

5.1.1.2.1.1 Key statistics for Western Europe

Chart 52 CapEx for Western Europe (2000-2005)

5.1.1.2.2 Asia-Pacific

Chart 53 Asia Pacific Growth Predictions

Chart 54 CapEx in Asia Pacific

5.1.1.2.2.1 China

Chart 55 Subscriber Growth in China (2002-2010)

5.1.1.2.3 USA

Chart 56 Percentage Penetration in the US

5.1.2 GSM Vendors

Chart 57 Vendor Share in GSM Market

5.1.2.1 Future of Vendors in GSM Infrastructure

5.1.2.2 Overall GSM Market Analysis

Chart 58 Infrastructure Expenditure Share of Various technologies in 2004

Chart 59 Infrastructure Expenditure Share of Various technologies by 2010

Chart 60 GSM CapEx by Operators as percentage of total CapEx (2003-2010)

5.2 W-CDMA

5.2.1 UMTS Deployment

Table 24 UMTS Deployments

5.2.2 W-CDMA Subscriber Growth Predictions

Chart 61 W-CDMA Subscriber Growth Predictions

5.2.3 Vendor Performance in W-CDMA Arena

Chart 62 W-CDMA Market Share 2004

5.3 CDMA EV-DO Deployments

Table 25 Key Statistics for CDMA EV DO deployments

5.3.1 CDMA Vendors

5.3.2 Growth in CDMA subscriber base

Chart 63 CDMA subscribers across the Globe

Chart 64 CDMA 2000 Subscriber Growth Worldwide

5.3.3 Vendor Positing in the CDMA Infrastructure Market

Chart 65 Vendor Share in CDMA (2003)

Chart 66 Vendor Share in CDMA (2007)

5.4 Strategies for Success

5.4.1 Market positioning

5.4.2 Focus on Growth

5.4.3 Cooperating to remove fragmentation in the industry

5.4.4 Profitability

5.4.5 Focus on Customer Requirements

5.4.6 Diversified Product Portfolio

5.4.7 Combating the threat from new entrants

5.4.8 Combating the threat from substitute technologies

5.4.9 Combating Challenges

5.5 Future Growth Prospects

5.5.1 Who will survive and who will struggle?



Chapter 6 Conclusion

6.1 Industry SWOT Analysis

Table 26 Infrastructure Industry's SWOT analysis

6.2 Equipment Vendor Outlook

6.2.1 Ericsson

Chart 67 Comparative profit/loss of top infrastructure vendors, 2001-004

6.2.2 Nokia

6.2.3 Siemens

Chart 68 Comparative market share of top infrastructure vendors, 2000-2004

6.2.4 Motorola

6.2 5 Nortel

6.2.6 Alcatel

6.2 7 Lucent

Chart 69 Comparative revenues of top infrastructure vendors, 2001-2004

6.2.8 Other Players

6.3 Visiongain's Market Share Predictions

Chart 70 Market Share by vendor, 2007
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