| |
Mobility infrastructure market increase 37% in 2Q04
August 17, 2004
A newly published report from Dell'Oro Group shows that total mobility infrastructure revenues, including sales of GSM/GPRS/EDGE, TDMA, CDMA, and WCDMA equipment, surged to $9.0 billion in 2Q04, an increase of 37% compared with 2Q03. Notably, GSM/GPRS/EDGE network sales in 2Q04 accounted for 60% of the net increase in the total mobility infrastructure market versus 2Q03.
"With this strong growth, the market for GSM-based infrastructure is far from dead," said Greg Collins, Senior Director of mobile infrastructure research at Dell'Oro Group. "While many developed regions are deploying WCDMA networks and launching services, service providers are also investing heavily in EDGE as a way to provide higher-speed data services across their coverage areas. In addition, demand for more basic voice services is particularly strong in developing regions in Asia, Europe, and Africa."
The Dell'Oro Group report also shows the market for WCDMA infrastructure equipment
in 2Q04 fell 19% on a sequential basis after strong growth in 2H03.
Despite this temporary contraction, Dell'Oro Group forecasts the
WCDMA market to grow in excess of 50% in 2004.
| Total Worldwide GSM/GPRS/EDGE Infrastructure
Revenues |
| Total Market |
2Q04
|
Qtr./Qtr. Growth
|
| Manufacturer Revenues $B |
$5.6
|
+15%
|
| Vendor |
Rank
|
Growth
|
| Ericsson |
1
|
+17%
|
| Nokia |
2
|
+22%
|
| Siemens |
3
|
0%
|
| Alcatel |
4
|
+38%
|
| Nortel |
5
|
+11%
|
| Motorola |
6
|
+11%
|
|
