3G CDMA2000 Worldwide Market Overview

3G CDMA2000®
Worldwide Market Overview
James Person
COO
CDMA Development Group
March 12, 2008
Making Phone Calls
and Sending Short Messages
have Driven the Market for Mobile Services
2
Wireless Broadband will Drive Future Growth
Voice will Remain an Essential Element
www.cdg.org
CDMA2000
Global Overview
CDMA2000: Strong Global Presence
CDMA2000 has built a strong ecosystem and enormous economies of scale
More than 278 operators in more than 108 countries have deployed or
are planning to deploy CDMA2000
417 million CDMA2000 Subscribers
Commercial
In Deployment/Trial
2
1X
EV-DO
Rel. 0
EV-DO
Rev. A
246
83
25
28
53
29
CDMA2000 will continue to be the core business
for hundreds of operators for well over a decade
www.cdg.org
CDMA Subscriber Growth History: 1997-2007
Millions
500
375
250
125
0
Note: prior to March 1998 the Caribbean and Mexico are included in North America; after March 1998 they are included in Caribbean & Latin America
2
www.cdg.org
Worldwide Average Revenue Per User (ARPU)
CDMA2000 will sustain higher average revenue per user on a global basis
Focus of Attention
2
Source: Strategy Analytics, September 2006
A strong business case
www.cdg.org
Operator Data Revenue by Region
Operator Data Revenue by Region
(2006-2010)
60
North America
South America
Asia Pacific
Europe
Africa/Middle East
50
Billions
40
30
20
10
0
2005
2006
2007
2008
2009
2010
2
Source: Informa, 2006
www.cdg.org
3G Device Selection:
Solutions that meet
diverse market needs
CDMA2000: The Largest Selection of 3G Devices
Over 1950 CDMA2000 devices have been introduced to the market
Entry-level
Personal
Voice-centric Messaging
Handsets Mobile Phones
Fixed Wireless
Phones
PDAs
Interactive
Multimedia
CE Devices
EV-DO
Fixed Wireless
Terminals
*
EV-DO
PC Cards
WorldModeTM
Global Roaming
Phones
Television
Phones
Watch TV
on a large screen
from your
mobile phone
using TV Out cables
EV-DO
USB modems
EV-DO
PCexpress
Embedded Modules
for PC Notebooks
*
*
2
* CDMA450
91 million people use 1xEV-DO broadband data services
offered by 82 service providers worldwide
www.cdg.org
CDMA WLL Devices
Plenty of CDMA2000 WLL devices have been introduced to the market
• Aiji Systems
• AnyData
• Audiovox
• Axesstel
Aiji Systems
AP-210
Aiji Systems
F20
AnyData
AXW-P1900PCO
Axesstel
P830
DowTel
WS-6110
LG
2 LST-3000
* CDMA450
Axesstel
AXW-T450/
800/1900
Axesstel
PX110/120/130
Hantel
HTP-1901
Huawei
CP800 1X
AnyData
AWL-200C
Axesstel
L-450/800/1900
DowTel
WS-2100
LG
LST-250
Huawei
ETS2000
AnyData
AXW-P1900
AnyData
AWR-E100C
DowTel
WS-8000
LG
LST-2500
Huawei
SYF 005
• Samsung design
Techwin
EVEV-DO TW829
Rev. A
EVEV-DO
Rev. A
EVEV-DO
Rev. A
EVEV-DO
Rev. A
Sierra Wireless
Digi
MP 595 GPS
Connect Port WAN
Axesstel
Ruggedized In-Vehicle
LinkSys
MV410*/420/430/440
Modem
Wireless G 3G Broadband Gateway
Wi-Fi Router
EVEV-DO
Rev. A
• Hantel
Telular
• Huawei
Phonecell XP4P
• Hyundai Curitel
Telular
Phonecell SX4T
Telular
Phonecell SX5P
Kyocera
KR1 Router
• Westech
• DowTel
• Kison
• Kyocera
• LG
• Motorola
• NEC
• RWT
• Synertek
• Standard Telecom
• Sewon (Maxom)
• Telular
• Topex
• ZTE
Note: Above devices are representative samples. This is not an all inclusive list
Telular
Phonecell SX4e
Huawei
ETS2051
LG
LSP-3000
Huawei
ETS1000/1200/1500
Huawei
ETS2077
RWT
FCT-CDMA *
ZTE
Novatel Wireless
Ovation MCD3000 WP520B/560/920B *
ZTE
WF520F *
Telular
SX6P-200C
Huawei
ETS2200/2288/2500
Westech
DTT-810/1910
ZTE
WP960
Cypress Solutions
CTM-140
LG
LSP-340E
Westech
DTP-810/1910
www.cdg.org
3G CDMA Fixed Terminal Connections
CDMA2000 terminals support a variety of communications needs
Toll Quality Voice
RJ-11
Data @ 1 Mbps
USB or
RS-232
Serial Port
2
G3 Fax
RJ-11
Connecting the home, school and office to the world!
www.cdg.org
CDMA450 3G Devices
Up to 92 CDMA450 devices have been introduced to the market
AnyData
AMC-450
AnyData
ASP-100L
AnyData
AML-100
AnyData
AML-100M
Giga
GSD-456
Giga
GSD-430
(Z-510)
Giga
Z-530i
Giga
Z-710i
LG
LHD-200
LG
Z-525i
Kyocera
KE 301
Synertech
S-500e
2
Note: Above devices are representative samples.
This is not an all inclusive list
Curitel/
Pantech
H-100
GTRAN
GCP-5000
Synertech
S-200
Curitel/
Pantech
HX-510B
Huawei
ETS-310
Ubiquam
U-100
Curitel/
Pantech
HX-520B
Curitel/
Pantech
HX-525B
Huawei
ETS-388 (Z110)
Ubiquam
U-105
Huawei
ETS-668
Ubiquam
U-200
Curitel/
Pantech
HX-550C
Curitel/
Pantech
HX-570/575
Huawei
ETS-678
Huawei
ETS-688
Ubiquam
U-300
Ubiquam
U-400
76 CDMA450 1X devices
12 CDMA450 1xEV-DO devices
4 CDMA2000 1xEV-DO Rev A devices
1 WorldMode™ Interstandard device
Curitel/
Pantech
PR-600
Huawei
ETS-878
Ubiquam
U-520
Daewoo
Itteki S42
Huawei
SYF 005
Zakang
ZX-400
Zakang
ZX-410
www.cdg.org
CDMA450 3G Devices (Cont.)
Aiji Systems
AP-310
Aiji Systems
AP-650
Aiji Systems
F20
AnyData
AWL-200LA
Axesstel
AXW-P450/B (Z1130)
Axesstel
AXW-P450PCO/R
Axesstel
AXW-L450R
EVEV-DO
Rev. A
Axesstel
PX310L
EVEV-DO
Rev. A
DowTel
WS8000
Huawei
Hantel
ETS2077
HTP-450
EVEV-DO
Rev. A
EVEV-DO
Rev. A
AnyData AnyData
AnyData
AnyData
ADU-100 EM IV-450 R ADU-300A(H) EM IV-450R
AnyData
ADU-500A(H)
Axesstel
MV-110/140
Huawei
ETS2000
Huawei
ETS2051
AnyData
DTEV-450
AnyData
DTG-450
ZTE
WP520B/560
AnyData
DTU-450
Huawei
CM500
GTRAN
GPC-6420
(Z-010)
Huawei
ETS1000/1
Skyworks
SKY77148
AnyData
ADU-310A
Huawei
EC500
EVEV-DO
Rev. A
EVEV-DO
Rev. A
AnyData
AWR-500A/D/H
Axesstel
PX210
Axesstel
PX110
Axesstel
AXW-D450
Axesstel
AXW-T450
Axesstel
MV410/420/430/440
3G Broadband Gateway
Franklin
CNU-550 PRO
RWT
FCT-CDMA
Franklin
CMOTech
AnyData
ADU-510L
Ubiquam
UM-100
Ubiquam
UM-300
(Z030)
Topex
ACCESS Ti
ZTE
MG466
ZTE
WF-520F
Expanding requirements include:
2
Note:
• EV-DO Rev A in fixed wireless terminals, data cards and handsets
• Low-cost, low-power, small footprint, voice-only CDMA2000 1X devices
• Dual-band to allow urban coverage
• Multi-mode to provide roaming to GSM
Above devices are representative samples.
This is not an all inclusive list
www.cdg.org
CDMA2000 WorldModeTM Devices
Global roaming enabled with CDMA2000/GSM/GPRS multi-mode/multi-band devices
Samsung
Motorola
SCH-A790/W109/ A840/A860
A795/IP-A790
H.K. Tone Land
Technology
688 TV Phone
LGE
W800
Samsung
SCH-i819
LGE
W810
CECT
C828
Daxian
C8000
Samsung
SCH-W219
Samsung
SCH-W379
Samsung
SCH-W399
Samsung
SCH-W531
Samsung
SCH-W569
Samsung
SCH-W579
Samsung
SCH-V920
H.K. Tone Land H.K. Tone Land KBS Industrial KBS Industrial HK Teniu Intl’ Group Yulong TelecomYulong Telecom Yulong Telecom Yulong Telecom Yulong Telecom Yulong Teleco
Coolpad 728B Coolpad 858T Coolpad C28
K680
TY0052
Coolpad 238 Coolpad 269
Coolpad 728
Technology
Technology
W5
860
6680
CDMA2000 1X/EV-DO/GSM/GPRS
WorldMode Devices
Amoi
2 V810
(EV-DO)
Amoi
CMA8301
(EV-DO)
BlackBerry
8830
(EV-DO)
LGE
KW-9200
(EV-DO)
Samsung
SCH-i830
(EV-DO)
Amoi
Motorola Samsung
SCH-i325
V8107
Z6c
(EV-DO) (EV-DO) (EV-DO)
Hisense
D806
TechFaith
Gallic
Ubiquam UTStarcom
U-520
T66
Zaxid
C303
Zaxid
C208a
ZTE
H350
www.cdg.org
CDMA2000: Wide Range of Affordable Devices
Competition and economies of scales are driving prices down
Sub-US$30
ZTE
C 160
Kinpo
C 702
Kinpo
C 701
Kinpo
C 731
Kinpo
C 732
Kinpo
C 703
Sub-US$40
Jingpeng
101
Motorola
W150i
Motofone
F3C
Kinpo
761
Rose
631
Haier
D1600
Sub-US$50
Rose
632
Haier Huawei Huawei Jingpeng Jingpeng Jingpeng Kyocera
C132
D1000 C218 C2205 Spektra 101 C131
K112
Haier
C1000
LG
RD2330
LG
LG
LG
2530 RD2670 3330
ZTE Motorola Nokia Samsung Samsung
C150 C131
1255
N500
N 380
BREWBREW-enabled lowlow-end phones
ZTE
202
ZTE
203
Huawei
C2801
LG
2750
Huawei
361
ZTE
204
Huawei
C2285
TCL
401
LG
LG
LG
LG
RD2650 RD2690 RD2710 RD 3100
LG
Kinpo
Huawei Kyocera
C2286 KX 122 RD 3000 C762
Huawei Huawei
C2201 2900i
Kyocera
KX 17
LG
RD2340
Nokia
1325
LG
RD2430
LG
RD2530
LG
RD2535
LG
RD2530
LG
3470
Samsung Samsung UTStarcom
S109
Champ 269 C1122
59 entry-level CDMA2000 handsets from 14 suppliers
2
Notes: 1. Mobile devices shown are sold in India at an ex-factory wholesale cost below US$50.
2. Only devices shipped in volumes above 10,000 units are shown.
Legend: Color Screen Handsets
www.cdg.org
Wholesale Price Trends for VLE Handsets
CDMA has reached price parity with GSM
2
Source: CDMA Development Group, May 2007
www.cdg.org
Sub-$50 CDMA2000 Handset Global Availability
More than 80 VLE CDMA2000 handsets are available globally from 19 suppliers
Sample of Unsubsidized Retail Price Observations
in Key CDMA Markets as of February 2008
A cursory examination of device
availability across the globe shows a
general availability of multiple
“unsubsidized” very low-cost CDMA2000
models from a variety of vendors
(See Table)
Ex-Factory prices are likely to be lower
due to the application of value-added
taxes, import duties, and distribution
channel markups
China
Mexico
Indonesia
Cricket EZ
Leap Wireless (Cricket)
launched an unsubsidized
Cal-Comp device at
US$49.99 price point
in the U.S.
MFG/Brand
Model
Price (RMB) Price (USD)
Motorola
W170
300 $
42
Motorola
W210
360 $
50
Motorola
W150i
320 $
45
Motorola
W200
300 $
42
Alcatel
E105C
360 $
50
Dopod
i101C
320 $
45
Dopod
i201C
350 $
49
Huawei
C2601
299 $
42
ZTE
C350
350 $
49
ZTE
C310
200 $
28
ZTE
C172+
350 $
49
Hisense
C177
200 $
28
(Source: www.phone.younet.com)
MFG/Brand
Model
Price (MXP) Price (USD)
Kyocera
K122
299 $
28
Motorola
C341
399 $
37
LG
MD 3000
498 $
46
(Source: www.iusacell.com.mx/)
MFG/Brand
Model
Price (IDR)
Price (USD)
Samsung
X290
350000 $
38.19
LG
SD1100
275000 $
30.01
Sky
3100
275000 $
30.01
Samsung
X210
275000 $
30.01
Samsung
X700
320000 $
34.92
LG
SD 1200
399000 $
43.54
Samsung
X580
395000 $
43.10
Samsung
X430
440000 $
48.01
Samsung
X120
275000 $
30.01
Samsung
X600
370000 $
40.37
Samsung
X460
310000 $
33.82
(Source: www.ponseljakarta.com/xiklan-uno.htm)
2
www.cdg.org
3G CDMA: Sub-US$50 Devices
Plenty of CDMA2000 devices will be available to deliver affordable 3G services
Sub-US$50 3G CDMA2000 Handset Shipments
(Millions)
200
175
150
125
100
75
50
25
0
2005
2006
2007
2008
2009
2010
2011
Affordability will expand the reach of 3G CDMA
2
Source: Shailendra Pandey, Research Analyst, Mobile Wireless, ABI Research, March 2007
www.cdg.org
Broadband here today:
CDMA2000 EV-DO Rev. A
EV-DO Rev. A: Leading Broadband Technology
The first IP-based, low-latency, advanced broadband network to be commercialized
Telus (Canada)
Movistar (Venezuela)
Movilnet (Venezuela)
Arobase Telecom (Cote d’Ivoire)
MTS First Wireless (Nigeria)
Tatem Telecom (Dem. Rep. of Congo)
Saudi Telecom Company
Televork (Estonia)
Delta Telecom (Russia)
Leap Wireless (USA)
Bermuda Digital Communications (BDC)
Mobilkom (Czech Rep)
Bell Mobility (Canada)
EOCG
(Aruba, Cayman, Netherland Antilles)
Sudatel (Sudan)
Telesystems or Ukraine
Skytel (Mongolia)
BelCel JV (Belarus)
CCT (British Virgin Islands)
Telesur (Suriname)
Benson Infomatics Ltd.
(Tanzania)
Packet Communications (USA)
Starcomm of Nigeria
Etapa Cuenta (Ecuador)
Neotel (South Africa)
PT Smart Teleom (Indonesia)
Movicel (Angola)
Ukrainian Mobile Communications (UMC)
G-Mobile (Mongolia)
AirVell (USA)
IUSACELL (Mexico)
Telefonica O2 (Czech Rep)
NTELOS (USA)
Nordisk Mobiltelefon
(Norway and Sweden)
NexTech (USA)
Telkom Kenya Ltd.
Sferia (Poland)
25 commercial Rev. A networks, with 29 in deployment
Most CDMA operators are expected to upgrade to Rev. A
2
Logo Not Shown: Broadband Everywhere (Philippines), Itisaluna (Iraq) and MyCell Company Ltd. (Tanzania)
www.cdg.org
CDMA2000 1xEV-DO Rev A Data-centric Devices
These Rev A devices offer increased data speeds in both directions
AnyData
ADU500A/H
AnyData
ADU510D
AnyData
ADU510L
Axesstel
MV110/140
USB Modem
Sierra
Wireless
AirCard
595
AnyData
Axesstel
AWR-500A/D/H MV410/420/430/440
3G Broadband Gateway
2
Motion Computing
LE1700 Tablet PC
* CDMA450
Franklin
CDU-680
Sierra
Wireless
AirCard
597E
Digi
Connect Port
WAN
Novatel
Wireless
Expedite E720
PCI Express
Sierra
Wireless
MC5725(V)
PCI Express
Huawei
EC 360
Sierra
Wireless
AirCard
595
Kyocera
KCP680
Sierra
Wireless
AirCard
595U
LinkSys
Kyocera Wireless
Wireless G
KR1 Mobile
Wi-Fi Router
Router
Cisco
WAN High-speed
Interface Card
Novatel
Wireless
MerlinTM
PC720
Novatel
Wireless
USB720
Novatel
Wireless
X720
Pantech
PX-500
UT Starcom
PC5750
Novatel
Sierra Wireless
Wireless
MP 595 GPS
Ovation
Ruggedized InMCD3000 (U720) Vehicle Modem
Panasonic
CF-19 Toughbook
Novatel
Wireless
V740
Panasonic
CF-30 Toughbook
Sierra Wireless
Pinpoint X
Sierra Wireless
Raven X
Sony
VAIO VGN-TXN10
www.cdg.org
CDMA2000 1xEV-DO Rev A Devices
Rev A devices support advanced broadband services
HTC
P4000 (Mogul)
Amoi
V870
Axesstel
PX310L
2* CDMA450
** CDMA 1700 MHz
HTC
S720
LG
LH-2000**
Sony
Ericsson
W61S
LG
LH-2100**
Sony
Ericsson
W62S
Pantech
IM-S250L**
Toshiba
W47T
Samsung
SPH-3150**
Toshiba
DRAPE
UTStarcom
5800 (HTC Libra)
Samsung
SPH-4150**
47 Rev. A devices from 21 suppliers
www.cdg.org
CDMA2000 1xEV-DO Rev. A Rollout
EV-DO Rev. A is being deployed rapidly across the greater population of the world
600
Over 500 million Cumulative POPS Worldwide
Covered by Rev. A
~505 million
500
400
300
200
100
0
4Q 2006
USA
2
Source: Operators and public sources.
1Q 2007
Japan
Europe
2Q 2007
Korea
Canada
3Q 2007
New Zealand
4Q 2007
ROW
www.cdg.org
Rev. A: Supporting Facts
Devices
y Rev. A was the world’s first wireless technology to offer commercial
devices before the networks were commercially deployed
y Over 91% of CDMA2000 devices will be EV-DO and Rev. A capable by
2009
Operators
y 57 operators in 37 countries have chosen Rev. A to deliver advanced
broadband data services ― 80% of them are in emerging countries
Evolutionary Deployment
y In a one-year roll-out period, up to ½ billion people had access to Rev. A
Rev. A: Leading the Evolution to Advanced Broadband Services
2
www.cdg.org
CDMA2000 Roadmap and
Next-Generation Broadband
Migration Timeline
With an increasing number of subscribers, the migration process is lengthening
Migration of Subscribers
2
Putting things into perspective.
The generational migration process will take many years.
Voice will remain the Killer Application.
www.cdg.org
Next Generation Broadband Business Case
New services need to be validated on 3G before moving to 4G
Broadcast
HDTV
Fixed Broadband
Access
Mobile
Broadband
Push-to-Media
Ultra Mobile
(SWIS)
Portable Computers
Business
Applications
Consumer
Electronics
Concurrent
Services
Rev. A Next generation mobile broadband networks are creating and
validating the business case for next generation broadband solutions
* Including broadcasting content to motor vehicles
** Including video telephony, distance learning, remote medicine and other video-enabled field services
2 See What I See (SWIS)
***
**** For example, telephony, chat, push-to-talk, data casting, position location and mobile commerce during 3D multiplayer gaming.
www.cdg.org
Coexistence of CDMA and OFDM-based Solutions
OFDM-based solutions will complement 3G CDMA solutions
Existing Spectrum Migration Path
CDMA2000
1X
CDMA2000
EV-DO
Multi-carrier EV-DO
1xEV-DO Rel. 0
Rev. A
Rev. B
Complementary Solutions
New Spectrum Broadband Technologies
1)
Mobile WiMAX (801.16e)
or 2)
or 3)
2
2001
2002 2003
2004 2005 2006
2007
801.16m
UMB
LTE
2008 2009 2010 2011 2012 2013
2014
www.cdg.org
Mobile Device Landscape
CDMA2000 devices have and will continue to support multiple radio technologies
WAN
Broadcast
GSM
GPRS
EDGE
WCDMA
HSPA
iDEN
MFLO
DVB-H
ISDB-T
T-DMB
CDMA2000
UMB
LTE
WiMAX
Broadband
2
Bluetooth
802.11a/b/g
802.11n
PAN/LAN
No matter which OFDMA-based technology is selected
IP-based CDMA2000 will remain as the core technology
www.cdg.org
Conclusion
• CDMA offers operators the flexibility to meet incremental market demands clearing spectrum and deploying smaller carriers is easier and more affordable
• Next generation broadband technologies will be integrated into CDMA2000 IP
networks that will support both legacy and advanced IP network architectures
• CDMA2000 operators will begin offering carrier-grade VoIP services in 2008
• No matter which OFDMA-based technology is selected, IP-based CDMA2000 will
remain as the core technology in devices
• CDMA2000 WorldModeTM devices will continue to lead the industry in multimode/multi-band connectivity and multifunctional capabilities
2
www.cdg.org
Conclusion (cont.)
• CDMA2000 operators will be among the first operators to offer next generation
mobile broadband services
• Next generation multimode handsets will need to approach existing handset
prices to penetrate the market and build economies of scale
• 3G CDMA will continue to be the core business for hundreds of operators for
well over a decade - the generational migration process will take many years
• CDMA2000 offers substantial long-term industry value
2
www.cdg.org
CDMA2000: Long-Term Value Proposition
CDMA2000 is strongly positioned to serve operator requirements for the long run
Mobility
Coverage
Latency
Capacity
Speed
Ultra-high data
speeds in downlink
and uplink across
entire coverage area
Better user
experience
High spectral
efficiency in all
environments
Lower Total Cost
of Ownership
Lower end-to-end
latency to support
delay sensitive
applications
Better user
experience
Large noncontiguous or
ubiquitous
coverage.
Lower Total Cost
of Ownership
Robust mobility
support with
seamless handoffs
across multiple air
interfaces
Better user
experience
Time-to-Market
Ecosystem
Devices
VoIP
IP-based
Flat IP-based
core network
interconnectivity
Improved
Performance &
2 Convergence
Large numbers of
VoIP calls coexist
with high capacity
data services.
Improved Earnings
Multimode
devices support
multiple radio
interfaces
Economies of Scale
Large client base
and experienced
global suppliers.
Greater
Competition
Substantial Long-term Industry Value
Revenue-generating
broadband services
are commercially
available now
Improved Earnings
www.cdg.org
A strong partnership for global CDMA2000
Getting even stronger
2
www.cdg.org