| |
3G mobile infrastructure market to decline further in 2003
January 31, 2003
According to a recently published report by Dell'Oro Group, the
Mobility Infrastructure market (GSM/GPRS/EDGE, TDMA, CDMA, and WCDMA)
will continue to decline through 2003, however the market will experience
a slow recovery beginning in 2004. On the strength of WCDMA, and
to a lesser extent CDMA, along with the prolonged lifecycle of GSM-based
infrastructure, Dell'Oro Group forecasts that the overall market
will experience high single-digit growth beginning in 2005 and that
it will reach nearly $34 billion in 2007, excluding related services.
Service-related revenues will add approximately 20-30% to this figure.
According to Greg Collins, Director at Dell'Oro Group: "Wireless
penetration into developing economies, and the success of data services
remain the keys to growth for this industry. In developing regions,
average revenue per user is a fraction of that which network operators
experience in developed areas; this puts more downward pressure
on prices in an already highly competitive market. We forecast that
voice channel shipments-our measure of network capacity sold across
technologies-will continue to grow by double-digits each year through
the scope of our forecast. Voice channels are growing to accommodate
the increase in subscribers, and the growth in voice and data usage.
In the near-term, however, the decrease in average selling prices
will be greater than the increase in voice channels, resulting in
either revenue declines or soft revenue growth."
The Mobility Infrastructure 5-Year Forecast Report provides a complete
overview of the industry with tables covering revenue, units, transceivers,
and price forecasts for Base Station Controllers, Base Transceiver
Stations, and Mobile Switching Centers for GSM/GPRS/EDGE, CDMA,
TDMA, and WCDMA.
|