The LTE Infrastructure Market: Vendors, Market Share, Key Trends & Forecasts

Report Summary

As of Q4 2011, thirty eight mobile network operators worldwide had launched fourth-generation (4G) Long Term Evolution (LTE) networks commercially. Despite a slow ramp and spending stall on overall cellular network infrastructure in 2011, the industry is witnessing sustainable spending acceleration for the LTE wireless infrastructure equipment.  Key drivers are higher data speeds of up to 20 Mbps, simplified all-IP networks and the commercial availability of more than 200 4G LTE - enabled devices. 

This report and its associated database provide an in depth analysis of the LTE Infrastructure market from 2010 to 2015, including revenue projections by vendor, region and equipment type, base station shipments, and key trends within the industry.  In addition to the written report, purchasers of this research will receive an Excel spreadsheet consisting of global LTE infrastructure revenue including BTS shipment data.

Purchasers of a Team License of this report will also receive the related research Global Cellular Handset Update: Market, Technology, Vendor, and Application Analysis at no additional charge.

Purchasers of a Company-wide License of this report will also receive the related research report Global LTE Industry Landscape: Adoption, Applications, Deployments and Subscriptions by Region, Country, Spectrum and Operator 2011 - 2015 at no additional charge.

Companies in Report:

• Alcatel-Lucent
• Apple
• AT&T
• Bharti Airtel
• Bridgewater
• China Mobile
• Cisco
• Ericsson
• Etisalat
• France Telecom
• Fujitsu
• Hitachi
• HTC
• Huawei
• Juniper
• KDDI
• MetroPCS
• Mobily
• Motorola
• NEC
• Nokia
• Nokia Siemens Networks
• NTT DoCoMo
• Panasonic
• RIM
• Samsung
• Softbank
• STC
• Tekelec
• Telefonica
• TeleSoneria
• Verizon Wireless
• Vodafone
• Zain
• ZTE

Key Findings:

• LTE revenues have reached over $ 2.1 Billion in 2011, up from $ 0.6 Billion in 2010
• As of Q4'2011 the North America region accounts for over 42 % of the total LTE Infrastructure revenue
• Ericsson and Alcatel Lucent are likely to lead the market with present market shares of over 35 % and 27 % respectively LTE infrastructure Industry respectively in 2011
• From a regional perspective, the market share will drastically shift from a North American lead market to the Asia Pacific region, which will account for over 68 % of the revenue by 2015
• Global 2G/3G/4G cellular network infrastructure revenues are set to reach over $ 51 Billion by 2015 up from $46 Billion in 2010 at a CAGR of 5%, with LTE accounting for more than 20 % of the revenue share

Report Benefits:

• Provides a comprehensive analysis of the technology and key trends emerging in the LTE Infrastructure market
• Provides revenue, market share figures and profiles for major and specialized LTE infrastructure vendors for 2010 and 2011, and forecasts up to 2015
• Provides revenue, base station shipment and market share figures for LTE equipment split by equipment type (E-UTRAN, EPC), technology (FDD, TDD) and region

Audience:

• Mobile device vendors
• Mobile network operators
• Broadband infrastructure providers
• Governmental and regulatory agencies
• Managed communication service providers
• Competitive network providers including WiMAX
• Mobile application developers and intermediaries
• System integrators, consultants, and professional service providers

Table of Contents:
 
1 Introduction4
1.1 Executive Summary4
1.2 Acronyms, Abbreviations and Definitions  4

2 Global LTE Market Overview  6
2.1 The Increasing Demand for Capacity and 4G LTE Infrastructure  6
2.2 Spectrum Selection and Segmentation for LTE6
2.3 LTE Deployments throughout the Globe  8
2.4 LTE Population Coverage  10
2.5 Availability of 4G Devices and Smartphones   10
2.6 Sizing the LTE Infrastructure Opportunity  12
 
3 LTE and LTE-Advanced Technology Overview 13
3.1 LTE Technology Overview  13
3.2 FDD LTE14
3.3 TDD LTE (TD-LTE) 14
3.4 LTE Advanced   15
3.5 LTE Infrastructure Elements and Architecture Overview  17
3.6 LTE E-UTRAN Infrastructure Elements and Network Architecture18
3.6.1 LTE Remote Radio Heads  18
3.6.2 LTE Base Station19
3.6.3 LTE Femtocells  20
3.6.4 LTE Antenna Schemes 21
3.6.5 LTE RAN Infrastructure and Frequency Reuse 21
3.7 LTE EPC Infrastructure Elements and Network Architecture  22
3.7.1 Serving and Packet Gateway  23
3.7.2 Mobility Management Entity 24
3.7.3 Policy and Charging Rules Function   24
3.7.4 IP Multimedia Subsystem  24
3.7.5 EPC and Core Network Equipment Reuse in LTE  25
3.8 LTE Backhaul Solutions26
3.8.1 LTE Backhaul Requirements   26
3.8.2 Carrier Ethernet26
3.8.3 Fiber Backhauls 27
3.8.4 Microwave Backhauls 27
3.8.5 Impact of Femtocells on Backhaul28

4 LTE Infrastructure Revenues and Base Station Shipments 2010 - 2015  29
4.1 Global LTE Infrastructure Revenues29
4.1.1 Global LTE Combined Infrastructure Revenue 29
4.1.2 Global LTE RAN Infrastructure Revenues  31
4.1.3 Global LTE EPC Infrastructure Revenues   32
4.2 LTE Vendor Infrastructure Market Share 33
4.2.1 Infrastructure Vendor Selection Trends Among MNOs33
4.2.2 Market Consolidation 34
4.2.3 LTE Infrastructure Revenue and Market Share by Vendor34
4.2.4 LTE RAN Infrastructure Revenues and Market Share by Vendor  38
4.2.5 LTE EPC Infrastructure Revenues and Market Share by Vendor  41
4.3 LTE Regional Infrastructure Market Share44
4.3.1 LTE Infrastructure Revenue and Market Share by Region44
4.3.2 LTE RAN Infrastructure Revenues and Market Share by Region  47
4.3.3 LTE EPC Infrastructure Revenues and Market Share by Region   48
4.4 LTE Base Station Shipments49
4.4.1 LTE Base Station Shipments by Technology: TDD and FDD50
4.4.2 LTE Base Station Shipments by Region 52

5 LTE RAN and EPC Vendor Profiles  53
5.1 Ericsson53
5.2 Alcatel-Lucent  54
5.3 Nokia Siemens Networks/Motorola55
5.4 Huawei 56
5.5 ZTE  57
5.6 Cisco58
5.7 Juniper 58
5.8 Samsung59
5.9 Fujitsu   61
5.10 Hitachi 62
5.11 Bridgewater63
5.12 NEC64
5.13 Panasonic   65
5.14 Tekelec  66