CDMA2000 1xEV-DO: Opportunities, Challenges & Competitive Strategies

SUMMARY

Is 3G wireless too late, expensive, and unwanted? The latest CDMA technology is proving the critics wrong. CDMA2000 'data only' has attracted its first one million subscribers and they are spending considerably more than other users. Based on in-depth interviews with operators, manufacturers, and others, this report is a must read for anyone involved in wireless planning or strategy.

TABLE OF CONTENTS

1 Executive Summary

• 1.1 Opportunities
• 1.2 Threats
• 1.3 Business Models & Strategies for Success
• 1.4 Key Conclusions

2 Overview

3 Pervasive Broadband

• 3.1 Cable modem/DSL extension service
• 3.2 Geographically targeted extranet service
• 3.3 Fixed broadband service for unserved/underserved locations
• 3.4 Streaming audio services
• 3.5 Short video service (SVS)
• 3.6 Multimedia messaging service (MMS)
• 3.7 Mobile games service
• 3.8 Location-based services (LBS)
• 3.9 Mobile commerce services
• 3.10 Ubiquitous virtual private network service

4 Alternative Approaches

• 4.1 CDMA2000 1xEV-DO
• 4.2 Wi-Fi Hotspots
• 4.3 GPRS (or CDMA2000 1x) plus Wi-Fi Hotspots
• 4.4 Wire-based services
• 4.5 Fixed wireless services
• 4.6 CDMA2000 1xEV-DV
• 4.7 W-CDMA
• 4.8 EDGE
• 4.9 Other wireless solutions
  • 4.9.1 Flarion Technologies' Flash-OFDM
  • 4.9.2 TD-SCDMA
  • 4.9.3 Navini Networks' MCSB
  • 4.9.4 IP Wireless' TD-CDMA

5 Market Segmentation

• 5.1 Regional considerations
• 5.2 Customer type
• 5.3 Application segment
• 5.4 Device type

6 Obstacles

• 6.1 Spectrum availability
• 6.2 Infrastructure investment
• 6.3 Manufacturing licenses
• 6.4 Uncertain market
• 6.5 Complex marketing

7 Deployment Considerations

• 7.1 ROI for CDMA2000 1xEV-DO: Korean example
• 7.2 Deployment options and considerations
  • 7.2.1 Cellular/PCS overlay, nationwide, every sector/cell
  • 7.2.2 Cellular/PCS overlay, nationwide, select cells
  • 7.2.3 Cellular/PCS overlay, nationwide, plus Wi-Fi hotspots
  • 7.2.4 Green-field CDMA2000 1xEV-DO network, nationwide
  • 7.2.5 Green-field CDMA2000 1xEV-DO network, select locations

8 Product Opportunities

9 Service Opportunities

10 Infrastructure Vendors

• 10.1 Airvana
• 10.2 Ericsson
• 10.3 Hitachi
• 10.4 Lucent
• 10.5 Motorola
• 10.6 Nortel Networks
• 10.7 Qualcomm (chipsets)
• 10.8 Samsung
• 10.9 SOLiD Technologies
• 10.10 Tektronix (test equipment)
• 10.11 Zte Corp.

11 Device Vendors

• 11.1 AirPrime
• 11.2 Appeal
• 11.3 Curitel Communications
• 11.4 GTRAN Wireless
• 11.5 LG Electronics
• 11.6 Motorola
• 11.7 Samsung
• 11.8 SK Teletech

12 Service Providers

• 12.1 Alaska Communications Systems
• 12.2 Asia Pacific Broadband Wireless Communications
• 12.3 Brasil Telecom
• 12.4 KDDI
• 12.5 KT Freetel
• 12.6 Monet Mobile Networks
• 12.7 Nextwave Telecom
• 12.8 Pelephone Communications
• 12.9 PT Wireless Indonesia (WIN)
• 12.10 SK Telecom
• 12.11 Sprint PCS
• 12.12 UbiquiTel
• 12.13 Verizon Wireless
• 12.14 Vesper

Figures

• Figure 1, EV-DO subscriber forecast, by region, 2003 - 2007

Tables

• Table 1, Factors driving and inhibiting market for CDMA2000 1xEV-DO
• Table 2, Comparison of EV-DO device types
• Table 3, Cost model for Wi-Fi, 802.11a, and Bluetooth hotspot services
• Table 4, Business Comparison: CDMA2000 1xEV-DO versus Wi-Fi
• Table 5, Cost comparison: CDMA 1xEV-DO vs. generic Wi-Fi hotspots
• Table 6, Cost comparison: CDMA 1xEV-DO vs. payphone-based Wi-Fi hotspots
• Table 7, Competitive comparison: CDMA2000 1xEV-DO, W-CDMA, and EDGE