The LTE Infrastructure Market: Vendors, Market Share, Key Trends & Forecasts
As the market is taking off driven by early LTE efforts, LTE revenues have reached over $ 2.1 Billion, up from $ 0.6 Billion in 2010. Developed markets, such as North America, Japan and several Tier 1 operators in Western Europe, Middle East and Asia Pacific are the major drivers behind LTE growth. 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. More than 80 % of the revenue will potentially accrue to major vendors such as Ericsson, Alcatel-Lucent, Nokia Siemens Networks and Huawei. The 4G LTE market in particular will reach over $13 Billion by 2015, growing at CAGR of over 45 %. Ericsson and Alcatel Lucent are likely to lead the market with present market shares of over 35 % and 27 % respectively, of the $ 2.1 Billion Industry respectively. 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.
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.
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.
- 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
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
- 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
- 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
1 Introduction 4
1.1 Executive Summary 4
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 LTE 6
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 LTE 14
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 Architecture 18
3.6.1 LTE Remote Radio Heads 18
3.6.2 LTE Base Station 19
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 Solutions 26
3.8.1 LTE Backhaul Requirements 26
3.8.2 Carrier Ethernet 26
3.8.3 Fiber Backhauls 27
3.8.4 Microwave Backhauls 27
3.8.5 Impact of Femtocells on Backhaul 28
4 LTE Infrastructure Revenues and Base Station Shipments 2010 - 2015 29
4.1 Global LTE Infrastructure Revenues 29
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 MNOs 33
4.2.2 Market Consolidation 34
4.2.3 LTE Infrastructure Revenue and Market Share by Vendor 34
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 Share 44
4.3.1 LTE Infrastructure Revenue and Market Share by Region 44
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 Shipments 49
4.4.1 LTE Base Station Shipments by Technology: TDD and FDD 50
4.4.2 LTE Base Station Shipments by Region 52
5 LTE RAN and EPC Vendor Profiles 53
5.1 Ericsson 53
5.2 Alcatel-Lucent 54
5.3 Nokia Siemens Networks/Motorola 55
5.4 Huawei 56
5.5 ZTE 57
5.6 Cisco 58
5.7 Juniper 58
5.8 Samsung 59
5.9 Fujitsu 61
5.10 Hitachi 62
5.11 Bridgewater 63
5.12 NEC 64
5.13 Panasonic 65
5.14 Tekelec 66
