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Research and Markets: 3G by Stealth - 802.11 Wireless LANs



Feb 19, 2003 (M2 PRESSWIRE via COMTEX) -- The deployment of Wireless Local Area Networks (WLANs), and more specifically 802.11 networks, is becoming widespread. The benefits of increased productivity through mobility is encouraging many SMEs, corporations and institutions to install wireless access to their existing fixed Ethernet network. Public WLANs are emerging into the mainstream, offering wireless internet access in airports, coffee shops and hotels at speeds of 11Mbps, more than 10 times that promised by 3G networks which have yet to come online.

3G by Stealth - 802.11 Wireless LANs is the benchmark resource for any party currently operating or intending to operate in the WLAN space. It is also a definitive guide for those needing detailed knowledge of 802.11 technology and the companies operating in this sector. The report sets out the competitive landscape and analyses the direction the 802.11 standard and its applications will take, as well as demonstrating the implications for competitive technologies such as 3G.

Report Overview

The report presents a summary of WLAN technology, the family of WLAN standards, the hardware requirements, and the advantages wireless offers over traditional fixed Ethernet networks.

The technical aspects of the 802.11 standard are explored, examining how transmission is handled in the MAC and PHY layers. An overview of the specific differences between the many flavours of 802.11 is also presented.

The real-world deployment of 802.11 networks is illustrated and the critical interference and security issues are discussed. The report also looks at the main equipment players in the WLAN space and talks about recent developments in the sector such as drive-by hacking and renegade LANs.

The report compares other wireless networking standards that either compete with or complement 802.11. In particular, we examine Bluetooth and the European and Japanese rivals to the 802.11 5GHz standard- the HyperLAN2 and HiSWANa standards respectively.

A global view of the regulatory issues and agendas that cover the unlicensed 2.4Ghz and 5Ghz portions of the radio spectrum is discussed, highlighting the key differences between the US, Europe and Japan and the implications for market growth in these regions.

The report outlines the operational characteristics of mobile phone technology, the various standards in use around the world and their intended evolution path to next generation voice and data services. We compare WLAN and 3G data transmission abilities and discuss the present attitude of mobile phone operators and handset manufacturers towards the fast unfolding WLAN situation.

The many factors driving WLAN installation forward are examined. The fast developing corporate and home wireless networking markets are discussed as is Windows XP's support for 802.11. The findings of Microsoft's recently published survey of the corporate WLAN market are analysed, as are the market forecasts from IDC and Cahners InStat.

The report forecasts how the wireless LAN market will develop from the current state of play going forward. In particular, it discusses the hypothesis that proprietors of commercial businesses (shops, cafes, hotels, airports etc.) will eventually offer WLAN services free to the end user as a marketing tool to leverage sales of higher margin goods and services. It is calculated that proprietors can turn their premises into a WLAN hotspot for about $185 per month per 2Mpbs.

It is envisaged that by 2005, people in metropolitan areas may spend up to 80 percent of their time in WLAN hotspots where they will have free wireless internet access without needing to roam onto 3G services. Using data supplied by the UMTS Forum, it is estimated that mobile operators stand to lose between 12 and 64 percent of their forecast 3G revenue by 2006.

Finally, 66 companies operating along the entire 802.11 WLAN value chain are examined, from chip manufacturers and equipment vendors to application providers and the handful of public WLAN service providers and operators now appearing. In each category we identify the "companies to watch" - those companies that are developing the most promising hardware, software and services, and those that are getting the business model right.

For a complete index of this report click on http://www.researchandmarkets.com/reports/55

Report Index:

1 Report summary

802.11 and the wireless LAN Increasing popularity Public WLANs WLAN and cellular networks Stealing the data show Erosion of 3G revue

2 Companies to watch

2.1 Semiconductor Intersil (Nasdaq: ISIL) Atheros Texas Instruments (NYSE: TXN) Envara 2.2 Applications Symbol (NYSE: SBL) Spectralink (Nasdaq: SLNK) Nomadix 2.3 WLAN service providers Wayport Tenzing Boingo

3 The Wireless LAN

3.1 What is a wireless LAN 3.2 Wireless LAN standards 802.11b 3.3 Embracing Wireless Networking Factors Driving WLAN installation Cost Wireless LAN Equipment Vendors 3.5 Deployment

4 What is 802.11?

4.1 Features of 802.11 4.2 Physical (PHY) layer Frequency Modulation 4.3 Medium Access Control (MAC) layer Collision Detection Security Power Management 4.4 The flavours of 802.11 Range 802.11b 802.11a 802.11g 802.11e 802.11i

5 The 802.11 wireless network

5.1 Devices Wireless NICs and Access Points Bridges Vendors 5.2 Speaking 802.11 - how devices communicate in a WLAN 5.3 Network topography Client to Server (Infrastructure Networking) Client to Client (Ad Hoc) 5.4 The 802.11 handicap - it`s far from perfect Interference Security Regional frequency allocations 5.5 Renegade WLANs Boosting the range of 802.11 along with your cholesterol

6 Other wireless communication standards

6.1 Infrared (IR) Technology Overview Prospects and future development 6.2 HomeRF Technology Overview Prospects and future development 6.3 HyperLAN2 Technology Overview Prospects and future development 6.4 HiSWANa Technology Overview Prospects and future development 6.5 Bluetooth Technology Overview Prospects and future development

7 Spectrum Regulation: A Tale of Two Continents

7.1 The 2.4GHz scene The British and French do it differently 7.2 The 5GHz scene European Interference issues

8 About 3G

8.1 Overview 8.2 Mobile Data - the holy grail of wireless communications SMS - Short Message Service MMS - Multimedia Messaging Service 8.3 Anatomy of a mobile network The Cells Competition between voice and data Packet and circuit switched 8.4 Mobile standards and the generation game AMPS Evolution to 3G Where we are at - 2G Deploying 2.5G 3G - WCDMA and CDMA2000 8.5 Issues surrounding 3G How much is that spectrum in your window? If it`s supposed to be so fast, why is it so slow in arriving? 2Mbps - too little too late 8.6 Compassion of 802.11 and 3G technologies Building an 802.11 cellular network

9 The industry`s attitude to 802.11

9.1 The Nokia experiment 9.2 802.11-enabled handsets

10 Factors driving 802.11 forward

10.1 802.11b: The Dominant Wireless LAN technology 10.2 Corporate Networking 10.3 The Business Traveller 10.4 Microsoft opens Windows to 802.11 10.5 Regulation "Lite" 10.6 New and improved 802.11 standards Security Speed 10.7 Price 10.8 Access device penetration Laptops Handhelds and PDAs 10.9 Home networking Appearance of 802.11 entertainment devices 10.10 Delays and disappointments of 3G 10.11 Summary

11 3G by stealth - scenarios for the rise of 802.11

11.1 Overview Definitions 11.2 802.11 market development model Infancy Adolescence Critical mass Maturity Demand driven 11.3 The operator driven scenario Operator opportunities in the WLAN space 11.4 The Implications for 3G Infancy Adolescence Maturity 11.5 That hurts! - WLANs affect on 2006 3G revenue 11.6 The other winners and losers Winners - Network management services: a future market opportunity implied by the hypothesis Losers - A loss of relevance of metropolitan location-based marketing

12 The 802.11 value chain

12.1 Semiconductors Overview 802.11 Chipsets New Entrants 802.11b Semiconductor Companies 802.11g Semiconductor Companies 802.11a Semiconductor Companies 12.2 Company Overviews Radiata (now part of Cisco) ComSilica Envara (formally hLAN) Mobilian ParkerVision Philips Semiconductors Raytheon (NYSE:RTN) ShareWave (now part of Cirrus Logic) Systemonic Texas Instruments (NYSE: TXN) LinCom Wireless Synad Technologies Marvell Technology (Nasdaq: MRVL) IceFyre Semiconductors Resonext Communications (formally NeoSilicon) Intersil (NASDAQ: ISIL) Atmel Corporation (Nasdaq: ATML) Spirea Atheros Communications Embedded Wireless Devices Inc.

NextComm Inc.

Cambridge Silicon Radio SkyCross BOPS 12.3 Semiconductor companies to watch Intersil (Nasdaq: ISIL) Atheros Texas Instruments (NYSE: TXN) Envara 12.4 Equipment Vendors Falling prices and eroding margins Five elements of a wireless LAN device Chipsets Antenna Firmware Drivers and software Product distinction - quality and performance Other Enhancements 12.5 Applications (Hardware) Nomadix Symbol (NYSE: SBL) Sony (NYSE: SNE) Spectralink (Nasdaq: SLNK) Matsushita (NYSE: MC) Sharp Electronics (Japan: 6753) Tandberg (Oslo: TAA) AthenA USA Moxi Digital (formerly Rearden Steel) 12.6 Hardware application companies to Watch Symbol Spectralink Nomadix Moxi

13 Wireless Network Software

Fortress Technologies Certicom (Nasdaq: CERT) Reefedge Cilys Netseal NetMotion Wireless Network Associates (Nasdaq: NETA) WildPackets 13.1 Summary:

14 Hotspot providers - public wireless LAN operators

14.1 Hotspots Mobilestar: Bad coffee? Have laptop - will roam 14.2 Residential WLAN wireless networks Metricom: A City Too Far.

14.3 Pricing Strategies 14.4 The geographies Impact of the aviation industry`s turmoil on the public WLAN market.

14.5 An industry living on borrowed time? 14.6 Company Profiles Mobilestar Wayport Tenzing Communications Sonera (Nasdaq: SNRA) Telia (Stockholm: TLIA) Telenor (Nasdaq: TELN) Jippii Group (Berlin: SLS1V) Netpoint Wi-FiCom SkyNetGlobal (Australia: SKG) Surf and Sip Airwave Wi-Fi Metro Iobox (Germany) eWave Maginet Mobilcom (Berlin: MOBG) Wirelessbolaget HereUAre Communications GRIC (Nasdaq: GRIC) iPass Boingo Wireless Visitor Based Networks Skylink Internet Plus Radionet 14.7 WLAN operator companies to watch: Wayport Boingo

15 Appendix

15.1 The IEEE Standards Compared: 15.2 Technical specifications of IEEE 802.11b and 802.11a, and ETSI BRAN HiperLAN2 15.3 The 3G License owners and license cost 15.4 WLAN equipment vendors

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REPORT DATA SUMMARY:

3G by Stealth - 802.11 Wireless LANs Publisher Name: ARCchart Date Published: 1/2/2002 Category: Computing, Editors' Choice, Fixed, Markets, Wireless URL: www.researchandmarkets.com/reports/55

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