World Mobile Telecom Equipment Markets

SUMMARY

Challenges and prospects for infrastructure, middleware / software andterminal markets.

Market data: market history up to 2002 and forecasts for 2003 to 2007

• by sector: mobile handsets, by type (CDMA, GSM/GPRS, UMTS); applicationmiddleware and service platforms by category (location-based, content managementservices, SMS, MMS, etc...), infrastructures (Node B, BTS, BSC, RNS, MSC)
• by geographic zone: North America, Western Europe, Eastern Europe,Asia-Pacific, China, Japan, Latin America
• by operator, for Europe

Strategies of the market's top 40 solutions providers (productpositioning, technological agreement strategies, major customers)

Quarterly updates

• monitoring of the top 15 manufacturers: key events (contracts, partnerships,mergers and acquisitions...)
• overview of the sector's major trends, including a quarterly re-evaluationof market volume and forecasts.

TABLE OF CONTENTS

• ADC Telecommunications
• Alcatel
• Amdocs
• Andrew Corporation
• Comverse Inc. (Subsidiary of Comverse Technology)
• CSG Systems
• Eastern Communications
• Ericsson
• Fujitsu
• Huawei Technologies
• IBM
• Legend Group
• LG Electronics
• LogicaCMG
• Lucent Technologies
• Materna GmbH
• Microsoft
• Mitsubishi Electric
• Motorola
• NEC Corporation
• Ningbo Bird
• Nokia
• Nortel Networks Ltd
• Openwave
• PacketVideo
• PalmSource
• Panasonic Mobile Communications (subsidiary of Matsushita Electric)
• Qualcomm
• SAGEM
• Samsung Electronics
• Sanyo
• SchlumbergerSema Telecom
• Siemens AG
• SonyEricsson
• Sun Microsystems
• Symbian
• TCL Mobile
• TeleCommunications Systems (TCS)
• Toshiba
• Webraska
• ZTE Corporation

Figures

• Figure 1: Amdocs mobile offer
• Figure 2: Symbian OS v7.0 architecture

Tables

• Table 1: ADC mobile middleware and software partnerships
• Table 2: ADC main customers
• Table 3: ADC 2002 mobile middleware and software contracts
• Table 4: Alcatel mobile infrastructure partnerships
• Table 5: Alcatel geographical distribution of main customers
• Table 6: Alcatel 2002 mobile infrastructure contracts
• Table 7: Alcatel Mobile middleware and software partnerships
• Table 8: Alcatel 2003-2002 mobile middleware and software contracts
• Table 9: Alcatel mobile handset partnerships
• Table 10: Amdocs mobile middleware and software partnerships
• Table 11: Amdocs 2002 mobile middleware and software contracts
• Table 12: Andrew mobile infrastructure partnerships
• Table 13 : Main Andrew mobile infrastructure customers
• Table 14: Andrew 2002 mobile infrastructure contract
• Table 15: Comverse mobile middleware and software partnerships
• Table 16 : Main Comverse mobile infrastructure customers
• Table 17 : Comverse 2002 mobile middleware and software contracts
• Table 18: CSG mobile middleware and software partnerships
• Table 19: CSG main customers
• Table 20: CSG 2002 mobile middleware and software contracts
• Table 21: Eastcom mobile infrastructure partnerships
• Table 22: Eastcom mobile infrastructure contracts
• Table 23: Products and Intelligent Services provided by Eastcom-BUPT
• Table 24: Eastcom mobile infrastructure contracts
• Table 25: Eastcom mobile handsets partnerships
• Table 26: Ericsson mobile infrastructure partnerships
• Table 27: Ericsson main customers
• Table 28: Ericsson 2002 mobile infrastructure contracts
• Table 29: Ericsson mobile middleware and software partnerships
• Table 30: Ericsson 2002 mobile middleware and software contracts
• Table 31: Fujitsu mobile infrastructure partnerships
• Table 32: Fujitsu main mobile infrastructure customers
• Table 33: Fujitsu 2002 mobile infrastructure contracts
• Table 34: Fujitsu mobile handset partnerships
• Table 35: Hewlett-Packard mobile middleware and software partnerships
• Table 36: Main Hewlett-Packard mobile middleware and software customers
• Table 37: Huawei mobile infrastructure partnerships
• Table 38: Huawei 2002 mobile infrastructure contracts
• Table 39: Huawei 2002 Mobile middleware and software contracts
• Table 40: IBM mobile infrastructure partnerships
• Table 41: Legend Group mobile handsets partnerships
• Table 42: LG Electronics mobile infrastructure partnerships
• Table 43: LG Electronics main mobile infrastructure customers
• Table 44: LG Electronics 2002 mobile infrastructure contracts
• Table 45: LG Electronics mobile handsets partnerships
• Table 46: LG Electronics 2002 mobile handsets contractTable 47: LogicaCMGmobile middleware and software partnerships
• Table 48: LogicaCMG mobile middleware and software partnerships
• Table 49: Logica CMG main customers
• Table 50: LogicaCMG 2002 mobile middleware and software contracts
• Table 51: Lucent Technologies mobile infrastructure partnerships
• Table 52: Main Lucent Technologies mobile infrastructure customers
• Table 53: Lucent Technologies 2002 mobile infrastructure contracts
• Table 54: Lucent Technologies mobile middleware and software partnerships
• Table 55: Lucent Technologies 2002 mobile middleware and software contracts
• Table 56: Materna mobile middleware and software partnerships
• Table 57: Materna's main customers
• Table 58: Materna 2002 mobile middleware and software contracts
• Table 59: Mitsubishi mobile infrastructure partnerships
• Table 60: Mitsubishi mobile handsets partnerships
• Table 61: Motorola mobile infrastructure partnerships
• Table 62: Main Motorola mobile infrastructure customers
• Table 63: Motorola 2002 mobile infrastructure contracts
• Table 64: Motorola's Taiwanese handset ODM partners
• Table 65: Motorola mobile handset partnerships
• Table 66: 2002 Motorola mobile platform contracts
• Table 67: Microsoft mobile middleware and software partnerships
• Table 68: Microsoft 2002 mobile middleware and software contracts
• Table 69: Relationships between Microsoft and mobile operators in the mobilehandset industry
• Table 70: Microsoft mobile handsets partnerships
• Table 71: NEC mobile infrastructure partnerships
• Table 72: Main NEC mobile infrastructure customers
• Table 73: NEC mobile infrastructure partnerships
• Table 74: NEC mobile handset partnerships
• Table 75: NEC 2002 mobile handsets contracts
• Table 76: Ningbo Bird mobile handset partnerships
• Table 77: Nokia Chinese joint-ventures for wireless equipment production
• Table 78: Nokia mobile infrastructure partnerships
• Table 79: Nokia's main customers
• Table 80: Nokia 2002 mobile infrastructure contracts
• Table 81: Nokia mobile middleware and software partnerships
• Table 82: Nokia 2002 mobile middleware and software contracts
• Table 83: Nokia mobile handset partnerships
• Table 84: Nortel mobile infrastructure partnerships
• Table 85: Nortel main customers
• Table 86: Openwave mobile middleware and software partnerships
• Table 87: Openwave 2002 mobile middleware and software contracts
• Table 88: Packet Video mobile middleware and software partnerships
• Table 89: Packet Video 2002 mobile middleware and software contracts
• Table 90: Palm OS' licensees (January 2003)
• Table 91: PalmSource mobile handset partnerships
• Table 92: Matsushita mobile infrastructure partnerships
• Table 93: Matsushita mobile handset partnerships
• Table 94: Qualcomm's main authorized CDMA infrastructure suppliers
• Table 95: Qualcomm mobile infrastructure partnerships
• Table 96: Qualcomm mobile middleware and software partnerships
• Table 97: Qualcomm mobile operators BREW customers
• Table 98: Qualcomm's 2002 mobile middleware and software contracts withmobile operators
• Table 99: Qualcomm's authorized CDMA handset manufacturers (excludingChinese suppliers)
• Table 100: Approved CDMA terminal manufacturers in China
• Table 101: Qualcomm mobile handset partnerships
• Table 102: SAGEM mobile handset partnerships
• Table 103: Samsung mobile infrastructure partnerships
• Table 104: Main Samsung mobile infrastructure customers
• Table 105: Samsung 2002 mobile infrastructure contracts
• Table 106: Samsung mobile handset partnerships
• Table 107: Main Samsung mobile handset customers
• Table 108: Sanyo mobile handset partnerships
• Table 109: Schlumberger mobile middleware and software partnerships
• Table 110: SchlumbergerSema main customers
• Table 111: Schlumberger 2002 mobile middleware and software contracts
• Table 112: Siemens mobile infrastructure partnerships
• Table 113: Main Siemens mobile infrastructure customers
• Table 114: Sony Ericsson mobile handset partnerships
• Table 115: Sun Microsystems mobile middleware and software partnerships
• Table 116: Sun Microsystems' main customers
• Table 117: Sun Microsystems 2002 mobile middleware and software contracts
• Table 118: Symbian mobile handset partnerships
• Table 119: TCL mobile handsets partnerships
• Table 120: TCS mobile middleware and software partnerships
• Table 121: TCS 2002 middleware and software contracts
• Table 122: Toshiba mobile handset partnerships
• Table 123: Webraska mobile middleware and software partnerships
• Table 124: Webraska 2002 mobile middleware and software contracts
• Table 125: ZTE mobile infrastructure partnerships
• Table 126: ZTE 2002 mobile infrastructure contracts
• Table 127: ZTE mobile middleware and software partnerships
• Table 128: ZTE 2002 mobile middleware and software contracts
• Table 129: ZTE mobile handset partnerships

Mobile Equipment Market General Overview

Volume Contents

1. Executive summary

• 1.1. Network infrastructure markets
• 1.2. Middleware and software platform markets
• 1.3. Mobile handsets
• 1.4. Supplier market shares

2. Network infrastructure

• 2.1. Norms and standards
  • 2.1.1. Introduction
  • 2.1.2. Overview of 2G standard families
  • 2.1.3. Transition from 2G to 3G
  • 2.1.4. 3G standards
• 2.2. Supplier strategies
  • 2.2.1. Alliances and industrial agreements
  • 2.2.2. Status of development
  • 2.2.3. Main contracts
  • 2.2.4. Market shares
• 2.3. Market estimates
  • 2.3.1. Introduction
  • 2.3.2. World market estimates
  • 2.3.3. Americas market estimates
  • 2.3.4. Europe market estimates
  • 2.3.5. China market estimates
  • 2.3.6. Japan market estimates
  • 2.3.7. Market estimates for the rest of the world

3. Middleware and software platforms

• 3.1. Main services network platforms
  • 3.1.1. Intelligent Network, SMSC, MMSC, Prepaid platforms, LBS platforms,Presence Management, Streaming platforms, Unified Messaging
  • 3.1.2. Value chain agreements and "go to market"
  • 3.1.3. Main contracts
• 3.2. Main architecture and structuring initiatives in the middleware andnetwork platform market
  • 3.2.1. The emerging "service creation environment" concept
  • 3.2.2. Architectural concepts in the mobile advanced services market
  • 3.2.3. Development languages in the mobile network operator community
  • 3.2.4. OSS and billing platforms
  • 3.2.5. Middleware and software platform supplier strategies
• 3.3. Principles of methodology used for market estimation
• 3.4. Market estimates

4. Mobile handsets

• 4.1. Mobile handset architecture
  • 4.1.1. Overview of mobile handset architecture
  • 4.1.2. Main software suppliers
  • 4.1.3. Main hardware suppliers
• 4.2. OS and embedded applications
  • 4.2.1. Evolutions of mobile handsets' operating systems
  • 4.2.2. Example of applications
  • 4.2.3. Standardizations initiatives at the applications level
• 4.3. Evolutions of the value chain
  • 4.3.1. Handset manufacturers' value chain
  • 4.3.2. Evolution trends
• 4.4. Market assessment
  • 4.4.1. Introduction
  • 4.4.2. World market estimates
  • 4.4.3. North America market estimates
  • 4.4.4. Western Europe market estimates
  • 4.4.5. Japan market estimates
  • 4.4.6. China market estimates
  • 4.4.7. Rest of the World market estimates
  • 4.4.8. World market shares

Figures

• Figure 1: Network infrastructure markets
• Figure 2: Number of base stations installed worldwide in number of units,2002 - 2007
• Figure 3: Yearly shipment mix evolution, 2002-2007, RAN equipment
• Figure 4: World mobile middleware and software platforms 2002-2007 (inmillions of USD)
• Figure 5: World market estimates for mobile handsets 2001-2007 (in millionsof USD)
• Figure 6: Mobile handset units worldwide as of the end of 2001-2007 (inmillions)
• Figure 7: Generations of mobile telephony
• Figure 8: 3GPP organization
• Figure 9: 3GPP2 organization
• Figure 10: GSM architecture
• Figure 11: Paths for migrating 2G cellular networks
• Figure 12: GPRS architecture
• Figure 13: CDMA2000 1x architecture
• Figure 14: Allocation of frequencies for IMT-2000 by geographical zone
• Figure 15: UMTS architecture in Phase 1
• Figure 16 : UMTS architecture in Phase 2
• Figure 17 : UMTS architecture in Phase 3
• Figure 18: CDMA2000 1xEV-DO network architecture
• Figure 19: CDMA2000 1X/1xEV-DV network architecture
• Figure 20: Main 3G technological agreements
• Figure 21: World GSM base station estimated market shares, end year 2002
• Figure 22: World CDMA base station estimated market shares, end year 2002
• Figure 23: World W-CDMA base station estimated market shares, end year 2002
• Figure 24: Mobile IN architecture
• Figure 25: SMS Architecture
• Figure 26: MMS service architecture
• Figure 27: Unified Messaging diagram
• Figure 28: IN-based Prepaid solution architecture
• Figure 29: General LBS network architecture
• Figure 30: LBS platform composition
• Figure 31: Presence management network architecture
• Figure 32: Mobile streaming architecture
• Figure 33: The location-based services value-chain
• Figure 34: Webraska's go to market strategy
• Figure 35: OSA conceptual model
• Figure 36: Markup Language Family Tree
• Figure 37: Billing system functional diagram
• Figure 38: Microsoft's Internet services strategy
• Figure 39: Microsoft "service engine"vision
• Figure 40: IBM's "service brokerage" concept
• Figure 41: Nokia's standardization initiatives
• Figure 42: Mobile handset architecture
• Figure 43: TCS2600 chipset from Texas Instrument for multimedia smartphones
• Figure 44: Impacts of market condition changes on the evolution of mobilehandsets' operating systems
• Figure 45: Evolution of OS platform functionalities
• Figure 46: Examples of applications in the Series 60
• Figure 47: Overview diagram of UIQ and Symbian
• Figure 48: Examples of applications in the UIQ 2.0
• Figure 49: Examples of applications in Smartphone 2002
• Figure 50: OMA positioning
• Figure 51: OMA organization
• Figure 52: OMA standard release program
• Figure 53: Structure of the traditional handset manufacturers' value chain
• Figure 54: Evolution factors on the design phase
• Figure 55: Evolution factors on the assembly phase
• Figure 56: Evolution factors on the marketing and distribution phase
• Figure 57: The share of telecom components integrated in the handsets tendsto decrease
• Figure 58: Methodology used for market assessment

Tables

• Table 1: World mobile telecom equipment market, 2002-2007
• Table 2: World mobile telecom equipment manufacturers top 20, based on FY2002 (IDATE estimates)
• Table 3: IMT-2000 air interfaces
• Table 4: Qualcomm's authorized CDMA infrastructure suppliers
• Table 5: Huawei partners
• Table 6: Intellectual property agreements in 2002
• Table 7: Technological cooperation agreements in 2002
• Table 8: Industrial agreements in 2002
• Table 9: Status of development and description of WCDMA solutions
• Table 10: Status of development and description of CDMA2000 solutions
• Table 11: Main customers per geographical areas per manufacturer
• Table 12: 2002 main wireless network infrastructure contracts
• Table 13: World GSM base station estimated market shares, end year 2002
• Table 14: World CDMA base station estimated market shares, end year 2002
• Table 15: World W-CDMA base station estimated market shares, end year 2002
• Table 16: Price per unit estimates, Infrastructure, 2002-2007
• Table 17: Price per unit estimates, Infrastructure, 2002-2007 (variation)
• Table 18: World market estimates of infrastructure2002-2007
• Table 19: Infrastructure units at end of the year 2002-2007 in installedbases worldwide
• Table 20: Incremental infrastructure units installed yearly worldwide2003-2007
• Table 21: Infrastructure units as of the end of the year in installed basesin the Americas 2002-2007
• Table 22: Infrastructure units as at the end of the year in the Americas asa percentage of world total, 2002-2007
• Table 23: Incremental units installed yearly in the Americas, 2003-2007
• Table 24: Infrastructure units as of the end of the year in the USA ininstalled bases, 2002-2007
• Table 25: Infrastructure units as at the end of the year in the USA as apercentage of world total, 2002-2007
• Table 26: Incremental units installed yearly in the USA, 2003-2007
• Table 27: Infrastructure units as at the end of the year in installed basesin Canada, 2002-2007 -
• Table 28: Infrastructure units as at the end of the year in Canada aspercentage of world total, 2002-2007
• Table 29: Incremental units installed yearly in Canada, 2003-2007
• Table 30: Infrastructure units as of the end of the year in installed basesin Latin America, 2002-2007
• Table 31: Infrastructure units as of the end of the year in Latin America asa percentage of world total, 2002-2007
• Table 32: Incremental units installed yearly in Latin America 2003-2007
• Table 33: Infrastructure units as of the end of the year in Europe ininstalled bases, 2002-2007
• Table 34: Infrastructure units as of the end of the year in Europe aspercentage of world total, 2002-2007
• Table 35: Incremental units installed yearly in Europe, 2003-2007
• Table 36: Infrastructure units as of the end of the year in Western Europein installed bases, 2002-2007
• Table 37: Infrastructure units as of the end of the year in Western Europeas percentage of world total, 2002-2007
• Table 38: Incremental units installed yearly in Western Europe, 2003-2007
• Table 39: Projected number of base-station cells by operator &technology in Western Europe, 2002-2007
• Table 40: Infrastructure units as of the end of the year in installed basesin Eastern Europe, 2002-2007
• Table 41: Infrastructure units as of the end of the year as percentage ofworld total in Eastern Europe, 2002-2007
• Table 42: Incremental units installed yearly in Eastern Europe, 2003-2007
• Table 43: Projected Number of Base-station Cells, By Operator &Technology, Eastern Europe, 2002-2007
• Table 44: Infrastructure units as of the end of the year in installed basesin Russia, 2002-2007
• Table 45: Infrastructure units as of the end of the year as percentage ofworld total in Russia, 2002-2007 -
• Table 46: Incremental units installed yearly in Russia, 2003-2007
• Table 47: Infrastructure units as of the end of the year in installed basesin China, 2002-2007
• Table 48: Infrastructure units as of the end of the year as percentage ofworld total in China, 2002-2007
• Table 49: Incremental units installed yearly in China, 2003-2007
• Table 50: Infrastructure units as at the end of the year in installed basesin Japan,j 2002-2007
• Table 51: Infrastructure units as of the end of the year in Japan aspercentage of world total, 2002-2007
• Table 52: Incremental units installed yearly in Japan, 2003-2007
• Table 53: Infrastructure units as of the end of the year in the rest of theworld in installed bases, 2002-2007
• Table 54: Infrastructure units as of the end of the year in the rest of theworld as percentage of world total, 2002-2007
• Table 55: Incremental units installed yearly in the rest of the world,2003-2007
• Table 56: Panorama of location technologies
• Table 57: Order of performances required for audio and video applications
• Table 58: Main partnerships in LBS sector
• Table 59: Leading presence management solution providers
• Table 60: Leading multimedia mobile solutions providers
• Table 61: IN agreements per provider by geographical zone
• Table 62: MMS agreements by MMSC provider and geographical zone
• Table 63: Prepaid platforms agreements by provider and geographical zone
• Table 64: LBS agreements by LBS platforms provider and geographical zone
• Table 65: Streaming platforms agreements by provider and geographical zone
• Table 66: World services and software platforms market (million USD)
• Table 67: America services and software platforms market (million USD)
• Table 68: Europe services and software platforms market (million USD)
• Table 69: China services and software platforms market (million USD)
• Table 70: Japan services and software market (million USD)
• Table 71: Rest of the world services and software market (million USD)
• Table 72: Main Java application providers
• Table 73: Examples of applications included in the Series 60 Platform 2.1
• Table 74: Examples of applications included in UIQ 2.0
• Table 75: Examples of applications included in Smartphone 2002
• Table 76: OMA status (February 2003)
• Table 77: Examples of EMS companies and contracts with traditionalmanufacturers
• Table 78: List of the main ODMs
• Table 79: World mobile subscribers evolution 2001-2007 (Million)
• Table 80: Mobile service users per technology, 2001-2007 North America
• Table 81: Mobile service users per technology, 2001-2007 Western Europe
• Table 82: Mobile subscribers per technology, 2001-2007 Japan
• Table 83: Mobile service users per technology, 2001-2007 China
• Table 84: Mobile subscribers per technology, 2001-2007 RoW
• Table 85: World market estimates, mobile handsets 2001-2007 (Million USD)
• Table 86: Mobile handset units as at the end of the year, 2001-2007 World(Million)
• Table 87: North America market estimates, mobile handsets 2001-2007 (MillionUSD)
• Table 88: Mobile handset units as at the end of the year, 2001-2007 NorthAmerica (Million)
• Table 89: Western Europe market estimates, mobile handsets 2001-2007(Million USD)
• Table 90: Mobile handset units as at the end of the year, 2001-2007 WesternEurope (Million)
• Table 91: Japan market estimates, mobile handsets 2001-2007 (Million USD)
• Table 92: Mobile handset units as at the end of the year, 2001-2007 Japan(Million)
• Table 93: China market estimates, mobile handsets 2001-2007 (Million USD)
• Table 94: Mobile handset units as at the end of the year, 2001-2007 China(Million)
• Table 95: RoW market estimates, mobile handsets 2001-2007 (Million USD)
• Table 96: Mobile handset units as at the end of the year, 2001-2007 RoW(Million)
• Table 97: World market shares, mobile handsets