Broadband Strategies for the Fixed Market

• Wireline carriers
• Wireless carriers
• Wireless system manufacturers
• Wireless handset manufacturers
• Investors
• Company executives
• Marketing/product managers
• Network planners
• Engineering managers
• Venture capitalists

1 Executive Summary

1.1 Introduction

1.2 Global Regulation

1.3 Broadband Wireless Technologies

1.4 Market Strategies

1.5 Business Case Scenarios

1.6 Broadband Wireless Market Forecast

1.7 Conclusions & Recommendations

2 Global Regulation

2.1 EMEA

2.2 NA

2.3 APAC

3 Technology Strategies

3.1 WiMAX Overview

3.2 Alcatel

3.3 Alvarion

3.4 ArrayComm

3.5 DragonWave

3.6 Ericsson

3.7 Intel

3.8 IPWireless

3.9 Lucent

3.10 Motorola

3.11 Navini Networks

3.12 Nokia

3.13 Nortel

3.14 PicoChip

3.15 Redline Communications

3.16 Siemens

3.17 SOMA Networks

3.18 SR Telecom

4 Market Strategies

4.1 EMEA-Altitude Telecom

4.2 EMEA BT

4.3 EMEA-Orange

4.4 EMEA-Vodafone

4.5 EMEA - Wireless Broadband Systems - South Africa

4.6 NA-BellSouth

4.7 NA Clearwire

4.8 NA-Sprint Nextel

4.9 NA TowerStream

4.10 APAC-KDDI au

4.11 APAC-NTT DoCoMo

4.12 APAC-Korea Telecom

4.13 APA-Personal Broadband Australia

4.14 APAC-SK Telecom

5 Business Case Scenarios

5.1 Business Case for Business Broadband Wireless

5.2 Business Case for Consumer Broadband Wireless

5.3 Forecast Assumptions

6 WiMAX Fixed Market Forecast

6.1 Market Environment

6.2 Forecast Methodology

6.3 Global Forecast

6.4 Asia Pacific

6.5 Western Europe

6.6 North America

6.7 Rest of World

6.8 Global Fixed versus Mobile WiMAX

6.9 Asia-Pacific Fixed versus Mobile WiMAX

6.10 Western Europe Fixed versus Mobile WiMAX

6.11 North America Fixed versus Mobile WiMAX

6.12 RoW Fixed versus Mobile WiMAX

7 Conclusions & Recommendations

7.1 Conclusions

7.2 Recommendations

8 Glossary

Table of Figures

Figure 1 1: WiMAX Certification Waves

Figure 1 2: Breakeven Points for Broadband Wireless Business Services

Figure 1 3: Breakeven Points for Consumer Broadband Wireless

Figure 1 4: Broadband Fixed Subscribers

Figure 1 5: Fixed WiMAX Subscribers by Region

Figure 1 6: Broadband Fixed Subscribers versus Broadband Mobile WiMAX Subscribers

Figure 3 1: WiMAX Certification

Figure 3 2: WCDMA Roadmap

Figure 3 3: Motorola MOTOwi4 Outdoor Base Site

Figure 3 4: 4G Evolution

Figure 3 5: Wireless Applications

Figure 3 6: UMTS Evolution

Figure 3 7: Complementary Wireless Technologies

Figure 4 1: Vodafone Comparison 3G and WiMAX

Figure 4 2: Wireless Broadband Systems Johannesburg iBurst Network

Figure 4 3: Areas Served by BellSouth's Broadband Wireless Service

Figure 4 4: BellSouth Broadband Wireless Coverage

Figure 4 5: Personal Broadband Australia Coverage Map

Figure 4 6: SK Telecom's Technology Evolution

Figure 5 1: Breakeven Points for Broadband Wireless Business Services

Figure 5 2: Breakeven Points for Consumer Broadband Wireless

Figure 6 1: Global Broadband Wireline Subscribers, by Region

Figure 6 2: Global Broadband Wireline Service Revenue, by Region

Figure 6 3: Global Broadband Wireline Capex, by Region

Figure 6 4: Global Broadband Wireline Device Shipments, by Region

Figure 6 5: Global Broadband Wireline Device Shipments Value, by Region

Figure 6 6: Global Broadband Wireless Subscribers, by Region

Figure 6 7: Global Broadband Wireless Service Revenue, by Region

Figure 6 8: Global Broadband Wireless Capex, by Region

Figure 6 9: Global Broadband Device Shipments, by Region

Figure 6 10: Global Broadband Device Shipments Value, by Region

Figure 6 11: Global Broadband Subscribers, Developing versus Developed Countries

Figure 6 12: Asia-Pacific Broadband Wireline Subscribers, by Country

Figure 6 13: Asia-Pacific Broadband Wireless Subscribers, by Country

Figure 6 14: Asia-Pacific Fixed Broadband Subscribers, Wireline versus Wireless

Figure 6 15: Western Europe Broadband Wireline Subscribers, by Country

Figure 6 16: Western Europe Broadband Wireless Subscribers, by Country

Figure 6 17: Western Europe Fixed Broadband Subscribers, Wireline versus Wireless

Figure 6 18: North America Broadband Wireline Subscribers, by Country

Figure 6 19: North America Broadband Wireless Subscribers, by Country

Figure 6 20: North America Fixed Broadband Subscribers, Wireline versus Wireless

Figure 6 21: RoW Broadband Wireline Subscribers

Figure 6 22: RoW Broadband Wireless Subscribers

Figure 6 23: RoW Fixed Broadband Subscribers, Wireline versus Wireless

Figure 6 24: Global Fixed versus Mobile WiMAX Subscribers

Figure 6 25: Forecast Comparison

Figure 6 26: Asia-Pacific Fixed versus Mobile WiMAX Subscribers

Figure 6 27: Western Europe Fixed versus Mobile WiMAX Subscribers

Figure 6 28: North America Fixed versus Mobile WiMAX Subscribers

Figure 6 29: RoW Fixed versus Mobile WiMAX Subscribers

Table of Tables

Table 1 1: Broadband Wireless System Strategies

Table 1 2: Global Broadband Wireless Deployments

Table 2 1: EU Spectrum for WiMAX

Table 3 1: WiMAX Best Case Spectral Efficiency

Table 3 2: WiMAX Worst Case Spectral Efficiency

Table 3 3: WiMAX Spectrum Requirements

Table 3 4: WiMAX Peak Data Rate

Table 3 5: UMTS-TDD Evolution

Table 3 6: Navini Broadband Wireless Deployments

Table 3 7: PicoChip Fixed Scenario Evolution

Table 3 8: PicoChip Mobile Scenario Evolution

Table 3 9: Redline Broadband Wireless Deployments

Table 4 1: Global Broadband Wireless Deployments

Table 4 2: BellSouth 3G Broadband Wireless Services

Table 4 3: Clearwire's Coverage and Subscribers

Table 4 4: Clearwire's International Spectrum Holdings

Table 4 5: Clearwire's U.S. Services

Table 4 6: Clearwire's International Services

Table 4 7: Veritel Retail iBurst Prices

Table 5 1: Assumptions for DSL Business and Consumer Services

Table 5 2: Assumptions for Broadband Wireless Business and Consumer Services

Table 5 3: Further Assumptions for Business Services

Table 5 4: Further Assumptions Consumer Services

Table 6 1: Markets for Broadband Wireless Fixed Services

Table 6 2: Penetration Assumptions, Broadband Wireline

Table 6 3: Global Penetration Assumptions, Broadband Wireless

Table 8 1: Glossary

Annex