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LTE Markets & Strategies

In-depth market report - 15/12/2011 LTE Markets & Strategies

MNOs commercial positioning & wholesale models - ready for take-off

This report provides an overview of the latest trends in the fast growing LTE market and the reasons driving MNOs' migration to LTE. It also analyses operators' roll-out strategies, LTE networks, technical hurdles, the regulatory environment and LTE spectrum issues, in addition to spotlighting the key players' different strategies and what will change with LTE.


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1. Executive Summary

2. Methodology 


3. The LTE wholesale model: high speed dumb-pipes? 

• Player profiles
• Summary: Interest is growing in LTE wholesale model

4. LTE spectrum: too much fragmentation?

 4.1. LTE spectrum: worldwide fragmentation increasing
 4.1.1. New mobile spectrum for LTE deployments
 4.1.2. Availability dates for LTE spectrum
 4.1.3. Frequency bands for LTE: the fragmentation risk and consequences
 4.2. Digital Dividend: “golden spectrum” for LTE
 4.2.1. Europe 
 4.2.2. Digital Dividend in rest of world 
 4.3. Refarming - Why is LTE 1800 attracting such strong interest?
 4.3.1. Technical aspects
 4.4. Various strategies regarding spectrum for LTE

5. Network strategy & technical hurdles 

 5.1. Complementarity between LTE-FDD and TD-LTE
 5.1.1. The TD-LTE rise
 5.1.2. Switch from WiMAX to TD-LTE  
 5.2. LTE-Advanced: time table and early trials
 5.2.1. Mobile operators' trials and early selection
 5.2.2. LTE-Advanced: technical characteristics 
 5.3. Interworking with 2G and 3G networks 
 5.3.1. General options for operators launching LTE services 
 5.3.2. 3GPP specifies CS fallback
 5.4. Voice and SMS over LTE
 5.4.1. Technological enablers 
 5.4.2. Roadmap for VoLTE

6. CAPEX strategies 

 6.1. The access revolution: small cells and femtocells
 6.1.1. Small cells as inevitable complementary network infrastructures to macro cells
 6.1.2. Network equipment provider pushing small cells
 6.1.3. The migration from macro cells to small cells is under way
 6.1.4. Femtocells will be a critical part of LTE network deployments
 6.1.5. Multi-RAN adoption 
 6.2. Major players' investments  
 6.2.1. Mobile CapEx inching up
 6.2.2. Several approaches to LTE investments   
 6.3. Network sharing, outsourcing and wholesale
 6.3.1. Network outsourcing
 6.3.2. Network sharing
 6.4. Backhauling needs and implications - LTE is driving need to upgrade backhaul
 6.5. Migration costs
 6.6. LTE costs: CapEx + OpEx per MB of data 
 6.6.1. LTE: lowering the cost of capacity
 6.6.2. LTE unit cost per MB declining steadily

7. Service strategies

 7.1. Traffic forecasts – When do MNOs need to implement LTE?  
 7.1.1. Mobile traffic growth: 4G usage close to DSL usage  
 7.1.2. IDATE traffic forecasts 
 7.2. LTE pricing 
 7.3. North America 
 •  USA 
 7.4. Asia 
 • Japan • South Korea • Hong Kong
 7.5. Europe
 • Germany  • Austria • Sweden
 • Norway • Finland • Denmark
 7.6. LTE Service differentiation and strategies
 7.6.1. Likely data-only services at launch
 7.6.2. Available devices determine the level of service
 7.6.3. LTE as a tool against white spots in rural areas

8. Cases studies
 
 • Methodology
 - Background/Investments/Spectrum/Devices and services 
 • Other actors: Net4Mobility, MetroPCS   

9. Conclusions for MNOs  
 
 9.1. Total number of LTE subscriptions – 2011-2015   
 • North America; Asia; Europe; ROW  
 9.2. LTE migration drivers  
 9.2.1. Cost reduction 
 9.2.2. Capacity gains
 9.2.3. Increasing ARPU and potential new revenue streams  
 9.2.4. Provide higher data rates 
 9.2.5. Competitive pressure   
 9.2.6. Change technology path   
 9.2.7. LTE drivers for main LTE operators   
 9.2.8. National strategies  
 9.3. Future trends  

10. LTE wholesale business model

• LTE ecosystem is growing fast - TD-LTE is now available commercially. Will it complement LTE FDD? LTE Advanced will arrive sooner than expected - what impact will this have on MNOs' strategies?

• More than 14 frequency bands are already in use for LTE around the World. How will operators manage LTE spectrum?

• What mobile CAPEX and strategies can we expect the different operators?

• How are MNOs making the switch to LTE  and how will their LTE strategies differ?

• Who are the main LTE wholesalers model and how will they position themselves?


>This report is an extension of IDATE's LTE Watch Service including:
- A database covering 40+ countries, 100+ operators and their current deployments and future plans
- Monthly Insights providing analyses of key LTE events and issues
- Direct access to lead LTE analysts

LTE Wholesale models:
• LightSquared (USA)
• Clearwire (USA)
• Dish (USA)
• Yota (Russia)
• Aero2 (Poland)
• Kenya
• Net4Mobility (Sweden)
• NBN (Australia)

MNOs case studies:
Methodology
1. Overall presentation 
2. Spectrum
3. Investments and deployments  
4. Devices and services

Player sheets
• AT&T 
• DoCoMo 
• China Mobile
• Clearwire 
• LightSquared: a new comer with a wholesale model 
• Orange 
• Telefonica
• TeliaSonera 
• T-Mobile  
• Verizon Wireless 
• Vodafone

Premium Services
• Annual subscription-based LTE Watch Service including:
- Half-yearly updated database (quantitative/qualitative data)
- Monthly Insights (10-20 pages) with analyses of key events & issues
- Direct access to LTE lead analysts

Contact us for more information

In-Depth Market Reports
• LTE Devices (August 2011)
• Radio Spectrum (
• Mobile Backhaul Strategies
• Capex Trends

Exclusive web offer
Order two reports and take advantage of a 15% discount - use the promo code VMQPC
Please click here to download the fact sheet in pdf

Special offer - only for web orders
Use promo code M11307 and enjoy a 15% discount on LTE Markets & Strategies market report orders  - offer valid until 15 December 2011


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Frιdιric PUJOL
Head of the Mobile Services
P: +33 (0)467 144 450
E-mail
Isabel JIMENEZ
Commercial Contact
P: +33 (0)467 144 404
F: +33 (0)467 144 400
E-mail

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