Thursday, September 07, 2006 8:53:08 AM
By Priya George
http://www.sda-asia.com/sda/features/psecom,id,576,nodeid,1,_language,Singapore.html
Massive increases in subscriptions and the introduction of new access technologies may mean that 2006 might finally be the year that third-generation, or 3G, wireless devices take off. 3G subscriptions, including CDMA2000, are forecast to hit 285 million...
"3G subscriptions, including CDMA2000, are forecast to hit 285 million by the end of 2006," says ABI Research's Asia-Pacific director, Jake Saunders. He says that, "Operators' overall capital expenditure will grow for the fourth year to reach USD 126.4 billion, and annual 3G-related handset shipments should pull past 300 million."
W-CDMA is starting to pull its weight in the 3G stakes, and is expected to overhaul CDMA2000 by about 2012, but CDMA2000 is certainly not out for the count, it has proved to be an efficient solution. Nevertheless, W-CDMA will continue to keep the pressure on, and as end-users replace their GSM handsets, many will default to purchasing a W-CDMA handset, providing manufacturers with increasing economies of scale.
But not even W-CDMA backers can afford to stand still. TD-SCDMA may be taking time to reach commercial reality in China, but it is already clear that Chinese infrastructure vendors, such as Datang Mobile, are re-engineering their solutions to offer a hybrid TD-SCDMA/HSDPA solution that makes the most of both technologies. WiMAX, too, cannot be underestimated.
These access technologies dictate the overall cost of service delivery and the functionality of the value-added services that operators wish to offer. They also determine which camps of vendors (and their upstream and downstream component suppliers) will receive the lion's share of the equipment-spending pie. Intangible factors such as legacy equipment integration, access to towers, backhaul infrastructure, handset lineups, and vendor financing also enter the equation.
"The exciting prospect is that national markets could be opening up to alternative access technologies more than ever before," says Saunders. "If the vendors of the new alternative 3G+ solutions can demonstrate that they can operate alongside existing 3G and even 2G infrastructures, the opportunities for new entrants (or even a few industry veterans such as Qualcomm and Lucent) could suddenly look a lot brighter."
ABI Research's new study, '3G Mobile Market Trends' surveys the current 2G and 3G cellular landscape, identifies markets with the greatest potential for 3G and 3G+ development, and compares the various 2G, 3G, and 3G+ access technologies. It includes 3G subscriber and handset shipment numbers, and considers the operators and the evolution of their CAPEX. The study forms a part of the Mobile Operators Research Service.
Yet even if the current rise in 3G subscriptions continues unabated it will be some while before the mobile operators see returns on the massive initial investment that they've made into the technology since 2003. While 3G subscriptions will add tens of millions of dollars to mobile operator's revenues in 2006, consultants at Deloitte have cautioned that this will still not be enough to pay back the tens of billions of dollars already invested.
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