Date post: | 13-Jul-2015 |
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Page 2 © 2011 Dell’Oro Group
Presentation
Mobile Broadband Drives Change
Cell Site Backhaul Demand Intensify
Demand for Point-to-Point Microwave
Shift to Ethernet
Vendor Landscape
Page 3 © 2011 Dell’Oro Group
Total Mobile Subscribers
Subscribe
rs in B
illio
ns
4
8
2009 2010 2011 2012 2013 2014 2015
WiMAX
LTE
HSPA
CDMA
GSM
Page 4 © 2011 Dell’Oro Group
2
4
2009 2010 2011 2012 2013 2014 2015
WiMAX
LTE
EV-DO
HSPA
Mobile Broadband Subscribers
Subscribe
rs in B
illio
ns
4X
Growth
Page 5 © 2011 Dell’Oro Group
Presentation
Mobile Broadband Drives Change
Cell Site Backhaul Demand Intensify
Demand for Point-to-Point Microwave
Shift to Ethernet
Vendor Landscape
Page 6 © 2011 Dell’Oro Group
Global Cell Site Demand
Num
ber
in M
illio
ns
0
3
6
2009 2010 2011 2012 2013 2014 2015
Latin America
Asia Pacific
EMEA
North America
Page 7 © 2011 Dell’Oro Group
Cell Site Backhaul Capacity
UMTS HSPA HSPA+ LTE
RAN Peak Throughput 2 Mbps 14 Mbps 42 Mbps 100 Mbps
RAN Average Throughput 0.25 Mbps 3 Mbps 5 Mbps 10 Mbps
Min Cell Site Backhaul * 1 Mbps 12 Mbps 20 Mbps 40 Mbps
Average Cell Site
Backhaul (interface)
3 Mbps
(2 E1)
36 Mbps
(18 E1)
60 Mbps
(100 MbE)
120 Mbps
(1 GigE)
* Calculated as 30% above the RAN average bandwidth of a 3 sector antenna.
Page 8 © 2011 Dell’Oro Group
Presentation
Mobile Broadband Drives Change
Cell Site Backhaul Demand Intensify
Demand for Point-to-Point Microwave
Shift to Ethernet
Vendor Landscape
Page 9 © 2011 Dell’Oro Group
Mobile Backhaul Market
Revenue in $
Bill
ions
$0.0
$4.5
$9.0
2009 2010 2011 2012 2013 2014 2015
Routers & Switches
Fiber / Copper
Microwave
Page 10 © 2011 Dell’Oro Group
PtP Microwave Market
Revenue
Share
0%
50%
100%
2009 2010 2011 2012 2013 2014 2015
Packet Hybrid TDM
Page 11 © 2011 Dell’Oro Group
Radio Transceiver Shipments
Unit S
hip
me
nts
in M
illio
ns
0
1
2
3
2009 2010 2011 2012 2013 2014 2015
Ultra-High Capacity
High Capacity
Low Capacity
Page 12 © 2011 Dell’Oro Group
PtP Microwave Market Regions
26%
23% 28%
11%
12%
North America
Europe
Middle East, Africa
Asia Pacific
Latin America
Page 13 © 2011 Dell’Oro Group
PtP Microwave Vendor Landscape
TDM Packet Hybrid0%
50%
100%
NEC
Alcatel-Lucent
Ericsson
Ceragon
Nokia Siemens
Aviat Networks
Others
Alcatel-Lucent
Nokia Siemens
DragonWave
Others
Ericsson
Huawei
NEC
Aviat Networks
Ceragon
Nokia Siemens
Others
$0.8 B $0.6 B $3.5 B
Trailing Four-Quarter Revenue: $5 Billion
5-Yr CAGR (10-15): 6%
-19% 17% 7%