Converged Wireless VoIP Handsets & Equipment Current Markets (2005-6) & Forecasts (2007-12)

Glossary of Terms

Executive Summary

Current Status of Various Wireless VoIP Technologies

VoIP over Wi-Fi

VoIP over WiM 12

VoIP over Wi-Fi/Cellular Convergence

VoIP over Wireless Mesh

VoIP over Wi-Fi/WiMAX Business Opportunities

Table ES1: Major Drivers for Various Business Opportunities Created by VoIP over Wi-Fi/WiMAX Technology VoIP over Wi-Fi issues & Standards

Table ES2: VoIP over Wi-Fi Issues Addressed by Various Standards

VoIP over Wi-Fi Equipment Trends

Access Points (Supporting VoIP)

WLAN Switches/Mobility Controllers (Supporting VoIP)

Single Mode VoIP over Wi-Fi Handsets

Dual Mode Cellular/ VoIP over Wi-Fi Handsets

Single Mode VoIP over Wi-Fi Handset Chipsets

VoIP over Wi-Fi Equipment Market

July 2005-June 2006

Figure ES1: Comparison of Worldwide Revenues ($m) from Different VoIP over Wi-Fi Equipment Segments - July 05-June 06

Figure ES2: Percentage Regional Revenue Contribution from VoIP over Wi-Fi Equipment - July 05-June 06

Table ES3: Worldwide Market Leaders (with Market Share) in Different VoIP over Wi-Fi Equipment Segments - July 05-June 06. Forecasts(2007-2012)

Figure ES4: Worldwide Revenues ($bn) from Different VoIP over WiFi Equipment Segments 2007-2012

Table ES4: Worldwide Revenues ($bn) from Different VoIP over WiFi Equipment Segments 2007-2012

Figure ES4: Comparison of Worldwide Revenues ($bn) from Different VoIP over Wi-Fi Equipment Segments by 2012

Figure ES5: Percentage Regional Revenue Contribution from VoIP over Wi-Fi Equipment by 2012

IMS Benefits/Deployments for Wireless VoIP Services

Benefits

Deployments

1. VoIP Enters Wireless Technology

1.1 VoIP over Wi-Fi

1.1.1 Market Activity 2005-2006 & Beyond

i. Service Provider Movements

ii. Early Vertical Markets

a. The Healthcare Sector

1.1.2 Technical Challenges

i. Quality of Service (QoS)

a. 802.11e and 22

ii. Handoffs

a. 802.11r

iii. Security

a. WPA2 and 802.11i

iv. Battery Life of Handsets

v. Access Point Capacity

vi. Interoperability

1.2 VoIP over WiMAX

1.3 VoIP over Wireless Mesh

1.4 VoIP over Wi-Fi/Cellular Convergence

1.5 The Business Case for Entering the VoIP over Wi-Fi Market

1.5.1 The Enterprise Perspective

1.5.2 The Service Provider Perspective

2. VoIP Markets

2.1 VoIP over Wi-Fi Player Implications

2.1.1 Fixed Line Operators (Incumbents)

2.1.2 VoIP Service Providers (Cable as well as DSL)

2.1.3 Internet Service Providers (ISPs)

2.1.4 Wireless Internet Service Providers (WISPs)

2.1.5 Hotspot Owners

2.1.6 3G Operators

2.2 VoIP over Wi-Fi / WiMAX Business Opportunities

2.2.1 Residential Market

2.2.2 Small to Medium Sized Business (SMB) Market

2.2.3 Enterprise Market

2.2.4 Developing Countries

2.2.5 Greenfield Deployments

2.3 VoIP over Wi-Fi Drivers/Barriers

2.3.1 Drivers

i. Cost

ii. Mobility

iii. Employee Productivity

iv. Hassle Free Equipment Installation

2.3.2 Barriers

i. Regulation

ii. Public Apprehension

3. VoIP over Wi-Fi Equipment Markets

3.1 Thick vs Thin Access Points

3.1.1 Increase in Radio Channels

3.1.2 Operating Systems

3.1.3 Standards Development

3.1.4 Roaming

3.1.5 MIMO Technology

3.1.6 Shipment & Revenues July 2005-June 2006

Table 3.1: Worldwide Enterprise Access Points (Supporting VoIP) Shipments and Revenues ($m) by Region July 2005-June 2006

i. Vendor Market Share

Table 3.2: Enterprise Access Point (Supporting VoIP) Market Share of Different Vendors Worldwide in July 05-June 06

a. Vendor Market Share by Region

Figure 3.1: Enterprise Access Point (Supporting VoIP) Market Share of Different Vendors in North America in July 05-June 06

Figure 3.2: Enterprise Access Point (Supporting VoIP) Market Share of Different Vendors in EMEA in July 05-June 06

Figure 3.3: Enterprise Access Point (Supporting VoIP) Market Share of Different Vendors in Asia Pacific - July 05-June 06

3.1.7 Forecasts 2007-2012

i. Shipments by Region

Figure 3.4 Worldwide Enterprise Access Point (Supporting VoIP) Shipment Forecasts (m) Regional Forecast 2007-2012

Table 3.3: Worldwide Enterprise Access Point (Supporting VoIP) Shipment Forecasts (m) Regional Forecast 2007-2012

ii. Revenues by Region

Figure 3.5: Worldwide Enterprise Access Point (Supporting VoIP) Revenue ($m) Regional Forecast 2007-201247

Table 3.4: Worldwide Enterprise Access Point (Supporting VoIP) Revenue ($m) Regional Forecast 2007-201248

3.2 Wireless LAN Switches/Mobility Controllers (Supporting VoIP)

3.2.1 Mobility Controllers

3.2.2 Acceptance & Affordability

3.2.3 July 2005-June 2006

i. Shipments & Revenues

Table 3.5: Worldwide Enterprise WLAN Switch/Mobility Controllers (Supporting VoIP) Shipments and Revenue ($m) by Region - July 2005-June 2006

Table 3.6: Enterprise WLAN Switch/Mobility Controller (Supporting VoIP) Market Share of Different Vendors Worldwide in July 05-June 06

ii. Vendor Market Share at Regional Level

Figure 3.6: Enterprise WLAN Switch/Mobility Controller (Supporting VoIP) Market Share of Different Vendors in North America - July 05-June 06

Figure 3.7: Enterprise WLAN Switch/Mobility Controller (Supporting VoIP) Market Share of Different Vendors in EMEA - July 05-June 06

Figure 3.8: Enterprise WLAN Switch/Mobility Controller (Supporting VoIP) Market Share of Different Vendors in Asia Pacific - July 05-June 06

3.2.4 Forecast Shipments & Revenues

i. Shipments by Region

Figure 3.9: Worldwide Enterprise WLAN Switch/Mobility Controller (Supporting VoIP) Shipments (m) Regional Forecast 2007-2012

Table 3.7: Worldwide Enterprise WLAN Switch/Mobility Controller (Supporting VoIP) Shipments (m) Regional Forecast 2007-2012

ii. Revenue by Region

Figure 3.10: Worldwide Enterprise WLAN Switch/Mobility Controller (Supporting VoIP) Revenue ($bn) Regional Forecast 2007-2012

Table 3.8: Worldwide Enterprise WLAN Switch/Mobility Controller (Supporting VoIP) Revenue ($bn) Regional Forecast 2007-2012

4. VoIP over Wi-Fi Handset Market

4.1 Single Mode VoIP over Wi-Fi Handsets

4.1.1 The Market

4.1.2 Price

4.1.3 Standards Based Technology & SIP

4.1.4 Single vs Dual Mode

4.1.5 Single Mode VoIP over Wi-Fi Handset Market

i. Handset Shipments - July 2005-June 2006

Table 4.1: Worldwide Single Mode VoIP over Wi-Fi Handset Shipments and Revenue ($m) by Region - July 2005-June 2006

Table 4.2: Single Mode VoIP over Wi-Fi Handset Market Share of Different Vendors Worldwide in July 05-June 06

a. Vendor Market Share at Regional Level

Figure 4.1: Single Mode VoIP over Wi-Fi Handset Market Share of Different Vendors in North America - July 2005-June 2006

Figure 4.2: Single Mode VoIP over Wi-Fi Handset Market Share of Different Vendors in EMEA - July 2005-June 2006

Figure 4.3: Single Mode VoIP over Wi-Fi Handset Market Share of Different Vendors in Asia Pacific - July 2005-June 2006

ii. Forecasts 2007-2012

a. Shipments

Figure 4.4: Single Mode VoIP over Wi-Fi Handset Shipments (m) Regional Forecast 2007-2012

Table 4.3: Worldwide Single Mode VoIP over Wi-Fi Handset Shipments (m) Regional Forecast 2007-2012

b. Revenues

Figure 4.5: Worldwide Single Mode VoIP over Wi-Fi Handset Shipment Revenue ($m) Regional Forecast 2007-2012

Table 4.4: Worldwide Single Mode VoIP over Wi-Fi Handset Shipment Revenue ($m) Regional Forecast 2007-2012

4.2 Dual Mode Cellular/VoIP over Wi-Fi Handset Market

4.2.1 Adoption & Key Trends

4.2.2 UMA & SIP

4.2.3 Handset Shipments

i. Shipments July 2005 - June 2006

Table 4.5: Worldwide Total Dual Mode Cellular/VoIP over Wi-Fi Handset Shipments and Revenue ($m) Market by Region - July 2005 - June 2006

Table 4.6: Dual Mode Cellular/VoIP over Wi-Fi Handset Market Share of Different Vendors Worldwide in July 05-June 06

a. Vendor Market Share at Regional Level

Figure 4.6: Dual Mode Cellular/VoIP over Wi-Fi Handset Market Share of Different Vendors in North America - July 05-June 06

Figure 4.7.: Dual Mode Cellular/VoIP over Wi-Fi Handset Market Share of Different Vendors in EMEA - July 2005-June 2006

Figure 4.8: Dual Mode Cellular/VoIP over Wi-Fi Handset Market Share of Different Vendors in Asia Pacific - July 2005-June 2006

ii. Forecast Shipments to 2012

a. Shipment Numbers

Figure 4.9: Worldwide Dual Mode Cellular/VoIP over Wi-Fi Handset Shipment - Regional Forecast (m) 2007-2012

Table 4.7: Worldwide Dual Mode Cellular/VoIP over Wi-Fi Handset Shipments - Regional Forecast (m) 2007-2012

b. Shipment Revenue

Figure 4.10: Worldwide Dual Mode Cellular/VoIP over Wi-Fi Handset Shipment Revenue ($bn) Regional Forecast 2007-2012

Table 4.8: Worldwide Dual Mode Cellular/VoIP over Wi-Fi Handset Shipment Revenue ($bn) Regional Forecast 2007-2012

4.3 Single Mode VoIP Over Wi-Fi Handset Chipset Market

4.3.1 Power Consumption

4.3.2 Chipset Shipments

i. July 2005-June 2006

Table 4.9: Worldwide Single Mode VoIP over Wi-Fi Handset Chipsets Shipments and Revenue ($m) by Region - July 05-June 06

Table 4.10: Worldwide Single Mode VoIP over Wi-Fi Handset Chipset Market Share (%) of Different Vendors - July 05-June 06

a. Vendor Market Share by Region

Figure 4.11: Single Mode VoIP over Wi-Fi Handset Chipset Market Share of Different Vendors in North America - July 05-June 06

Figure 4.12: Single Mode VoIP over Wi-Fi Handset Chipset Market Share of Different Vendors in EMEA - July 05-June 06

Figure 4.13: Single Mode VoIP over Wi-Fi Handset Chipset Market Share of Different Vendors in Asia Pacific - July 05-June 06

ii. Forecasts 2007-2012

a. Shipments

Figure 4.14: Worldwide Single Mode VoIP over Wi-Fi Handset Chipset Shipments (m) Regional Forecasts 2007-2012

Table 4.11: Worldwide Single Mode VoIP over Wi-Fi Handset Chipset Shipments (m) Regional Forecasts 2007-2012

b. Revenues

Figure 4.15: Worldwide Single Mode VoIP over Wi-Fi Handset Chipset Shipment Revenue ($m) Regional Forecast 2007-2012

Table 4.12: Worldwide Single Mode VoIP over Wi-Fi Handset Chipset Shipment Revenue ($m) Regional Forecast 2007-2012

5. Wireless VoIP Bright Spots-Wi-Fi/Cellular Convergence & IMS

5.1 Technological Challenges

5.1.1 Impact on the Network

5.1.2 Convergence & the Access Layer

5.1.3 Handset Support

5.1.4 IMS

5.1.5 Operator Cooperation

5.2 The Rate of Adoption of VoIP over Wi-Fi/Cellular Convergence

5.2.1 Capability & Availability

5.2.2 Market Activity

5.2.3 Other Pieces of the Jigsaw

5.3 Impact of Delay in Standards

5.3.1 Standards Evolution

5.3.2 Interoperability & Compatibility

5.4 IMS Implications for Wireless VoIP Sector

5.4.1 IMS Benefits for Wireless VoIP Services

5.4.2 Scalability & Interoperability

5.4.3 Adoption

5.4.4 The Value Add

5.5 SIP and IMS Interoperability

5.5.1 Adoption of SIP

5.5.2 Transferring Applications between Networks

5.6 IMS Requirements for Wireless VoIP Service

5.7 Stop-gap vs Full Blown Solution

5.8 IMS Deployments for Wireless VoIP

6. Case Studies

6.1 Agere Systems

6.2 Alvarion

6.3 Aruba Networks

6.4 Atheros Communications

6.5 Avaya

6.6 BelAir Networks

6.7 Bluesocket

6.8 BridgePort Networks

6.9 Broadcom Corporation

6.10 Cicero Networks

6.11 Colubris Networks

6.12 D-Link

6.13 DiVitas Networks

6.14 Extricom

6.15 Firetide

6.16 Kineto Wireless

6.17 Meru Networks

6.18 NEC

6.19 NTT DoCoMO

6.20 Proxim Wireless

6.21 Qualcomm

6.22 Samsung

6.23 SkyPilot

6.24 SpectraLink

6.25 Strix Systems

6.26 Symbol Technologies (Acquired by Motorola)

6.27 Tatara Systems

6.28 Texas Instruments

6.29 Trapeze Networks

6.30 Trinity Convergence

6.31 Tropos Networks

6.32 Xirrus

6.33 ZyXEL

7. Organisations Supporting VoIP over Wi-Fi

7.1 Wi-Fi Alliance

7.2 3GPP

Appendix 1: Web Addresses for Companies Included in Report