Market Analysis

Earl J. Lum
+1-650-430-2221
elum@ejlwireless.com

7th Edition
Global Digital PTP Radio Market Analysis and Forecast, 2010-2015
May 2011

Entire contents 2011 EJL Wireless Research LLC. All Rights Reserved. Reproduction of this publication in any form without prior
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TABLE OF CONTENTS
EXECUTIVE SUMMARY ....................................................................... 8

2010 Review - Radio Market Declined Due to Mobile Dependence.......................... 8

PTP Radio Forecast 2010-2015........................................................................13
Demand Drivers for the Forecast .....................................................................14
Potential Downside to the Forecast ..................................................................15
Summary ....................................................................................................15

RESEARCH METHODOLOGY ............................................................... 16

CHAPTER 1: OVERALL MARKET PERFORMANCE......................................... 18
1.1
1.2
1.3
1.4
1.5
1.6
1.7

Market Hit by Indian Telecom Embargo in 2010 ...........................................18

Radio Capacity Analysis ............................................................................20
OEM Analysis Ericsson Recaptures It Top Ranking After 3 Years...................22
PTP Radio Forecast 2010-2015 ..................................................................25
New Market Opportunities.........................................................................30
TDM vs. SDH vs. Ethernet vs. Hybrid Technology .........................................31
Industry Trends ......................................................................................32

CHAPTER 2: 2-50MB LOW/MEDIUM CAPACITY PTP RADIO SEGMENT ............. 33

2.1 2-50Mb Low/Medium Capacity TDM PTP Radio Segment ................................37

2.2 2-50Mb Low/Medium Capacity Hybrid PTP Radio Segment .............................40
2.3 2-50Mb Low/Medium Capacity Ethernet PTP Radio Segment ..........................42

CHAPTER 3: 50-900MB HIGH CAPACITY PTP RADIO SEGMENT .................... 43

3.1
3.2
3.3
3.4

50-900Mb
50-900Mb
50-900Mb
50-900Mb

High
High
High
High

Capacity
Capacity
Capacity
Capacity

Optical PTP Radio Segment ....................................48

Hybrid PTP Radio Segment.....................................53
Ethernet PTP Radio Segment ..................................57
TDM PTP Radio Segment........................................61

CHAPTER 4: GB ULTRA HIGH CAPACITY PTP RADIO SEGMENT ...................... 64

4.1 1Gb Ultra High Capacity Hybrid PTP Radio Segment......................................68

4.2 1Gb Ultra High Capacity Ethernet PTP Radio Segment...................................71

CHAPTER 5: ULTRA HIGH CAPACITY/ULTRA HIGH FREQUENCY (UHCUHF) ....... 75

5.1 Target Markets........................................................................................78

5.2 Competitive Landscape.............................................................................79
5.3 2010 UHCUHF Market Share .....................................................................80
5.4 Gigabit Ethernet 60/70/80GHz Radios ........................................................82
5.5 Fast Ethernet 60/70/80GHz Radios ............................................................83
5.6 UHCUHF PTP Radio Forecast, 2011-2015.....................................................84
5.6.1 UHCUHF Forecast by Frequency, 2011-2015 .............................................85
5.6.2 UHCUHF Forecast by Ethernet Transport Capacity, 2011-2015.....................88

CHAPTER 6: HIGH CAPACITY TRUNK TECHNOLOGY.................................... 91

6.1 Single Channel vs. Multi-Channel Trunk Radios ...........................................95

6.2 Optical vs. Ethernet Trunk Radios ..............................................................96
6.3 Protected vs. Non-Protected Trunk Radios ...................................................97

CHAPTER 7: SOFTWARE CONFIGURED RADIOS & SOFTWARE KEY SHIPMENTS..... 98

CHAPTER 8: RF ODU RECYCLING .................................................... 102
CHAPTER 9: XPIC SHIPMENTS ........................................................ 103
CHAPTER 10: GEOGRAPHICAL MARKET ANALYSIS ................................... 105

10.1 Geographical Forecast .......................................................................... 108

10.2 North America & Latin America .............................................................. 109

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10.3
10.4
10.5
10.6
10.7

Western Europe & Eastern Europe .......................................................... 112

Africa & Middle East ............................................................................. 116
Asia Pacific ......................................................................................... 118
Brazil/Russia/India/Indonesia/China (BRIIC) Analysis ............................... 123
BRIIC + Middle East + Africa ................................................................. 125

CHAPTER 11: CHINESE RADIO VENDORS ............................................ 126

11.1 2-50Mb Low Capacity Segment .............................................................. 128

11.2 50-900Mb High Capacity Segment.......................................................... 129

CHAPTER 12: PTP RADIO FREQUENCY BAND ANALYSIS ............................ 130

12.1 15 GHz Remains on Top but Loses Share Again in 2010 ............................ 130

CHAPTER 13: APPLICATION MARKET ANALYSIS ..................................... 132

13.1
13.2
13.3
13.4
13.5
13.6
13.7

2010-2015 Forecast ............................................................................. 133

New Site vs. Capacity Upgrade Analysis .................................................. 134
Mobile Networks .................................................................................. 136
Enterprise/Private Networks .................................................................. 138
Broadband Wireless Access Networks ..................................................... 139
PTT/Fixed Wireline Networks ................................................................. 140
LEC/CLEC Networks ............................................................................. 141

CHAPTER 14: TAIL NODES VS. AGGREGATION NODES ............................. 142

CHAPTER 15: ETSI VS. ANSI MARKET ANALYSIS .................................. 144

15.1 ETSI Market Analysis............................................................................ 144

15.2 ANSI Market Analysis ........................................................................... 147

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TABLES
Table 1: Global PTP Radio Market Share by OEM, 2009-2010 (Units) .................................................. 10
Table 2: Pro Forma Global PTP Radio Market Share by OEM, 2009-2010 (Units)................................... 10
Table 3: Global PTP Radio Market Share by Capacity & Technology, 2009-2010 (Units) ........................ 12
Table 4: Global PTP Radio Forecast by Capacity & Technology, 2010-2015 (Units) ............................... 14
Table 5: Comparison of Global PTP Radio Forecast by Capacity & Technology vs. Actual Shipments........ 19
Table 6: Global PTP Radio Market Share by Capacity & Technology, 2009-2010 (Units) ........................ 21
Table 7: Global PTP Radio Market Share 2009-2010 (Units)............................................................... 23
Table 8: Pro Forma Global PTP Radio Market Share 2009-2010 (Units) ............................................... 23
Table 9: Global PTP Radio Forecast by Capacity & Technology, 2010-2015 (Units) ............................... 28
Table 10: Global PTP Radio Forecast by Capacity & Technology, 2010-2015 (% Market Share) .............. 29
Table 11: Global PTP Radio Forecast by Capacity & Technology, 2010-2015 (% YoY Growth)................. 29
Table 12: 2-50Mb Low/Medium Capacity PTP Radio Shipments, 2010 (Units)....................................... 34
Table 13: 2-50Mb Low/Medium Capacity PTP Radio Market Share by OEM, 2010 (Units) ....................... 36
Table 14: 2-50Mb Low/Medium Capacity TDM PTP Radio Market Share by OEM, 2010 (Units) ................ 39
Table 15: 2-50Mb Low/Medium Capacity Hybrid PTP Radio Market Share by OEM, 2010 (Units) ............. 41
Table 16: 50-900Mb High Capacity PTP Radio Shipments, 2010 (Units) .............................................. 44
Table 17: Global 50-900Mb High Capacity PTP Radio Market Share by OEM, 2010 (Units) ..................... 45
Table 18: Pro Forma Global 50-900Mb High Capacity PTP Radio Market Share by OEM, 2010 (Units)...... 46
Table 19: 50-900Mb High Capacity Optical PTP Radio Shipments, 2010 (Units).................................... 49
Table 20: Global 50-900Mb High Capacity Optical PTP Radio Market Share by OEM, 2010 (Units) .......... 50
Table 21: Pro Forma Global 50-900Mb High Capacity Optical PTP Radio Market Share by OEM, 2010
(Units)........................................................................................................................................ 51
Table 22: Global 50-900Mb High Capacity Hybrid PTP Radio Market Share by OEM, 2010 (Units) ........... 55
Table 23: Pro Forma Global 50-900Mb High Capacity Hybrid PTP Radio Market Share by OEM, 2010 (Units)
................................................................................................................................................. 55
Table 24: 50-900Mb High Capacity Ethernet PTP Radio Market Share by OEM, 2010 (Units) .................. 59
Table 25: 1Gb Ultra High Capacity PTP Radio Shipments by Interface, 2010 (Units) ............................. 65
Table 26: 1Gb Ultra High Capacity PTP Radio Market Share by OEM, 2010 (Units)................................ 67
Table 27: 1Gb Ultra High Capacity Hybrid PTP Radio Market Share by OEM, 2010 (Units) ..................... 69
Table 28: 1Gb Ultra High Capacity Ethernet PTP Radio Market Share by OEM, 2010 (Units)................... 72
Table 29: 1Gb Ultra High Capacity 60-80GHz Ethernet PTP Radio Market Share by OEM, 2010 (Units).... 74
Table 30: Global UHCUHF PTP Radio Market Share, 2009-2010 (Units) ............................................... 80
Table 31: Global UHCUHF PTP Radio Forecast by Frequency, 2010-2015 (Units) .................................. 85
Table 32: Global UHCUHF PTP Radio Forecast by Frequency, 2010-2015 (% Market Share)................... 85
Table 33: Global UHCUHF PTP Radio Forecast by Frequency, 2010-2015 (% YoY Growth) ..................... 85
Table 34: Global UHCUHF PTP Radio Forecast by Transport Capacity, 2010-2015 (Units) ...................... 88
Table 35: Global UHCUHF PTP Radio Forecast by Transport Capacity, 2010-2015 (% Market Share)....... 88
Table 36: Global UHCUHF PTP Radio Forecast by Transport Capacity, 2010-2015 (% YoY Growth) ......... 88
Table 37: Global High Capacity Trunk PTP Radio Market Share by OEM, 2008-2009 (Units) ................... 92
Table 38: Global High Capacity Trunk PTP Radio Market Share by OEM, 2008-2009 (Units) ................... 93
Table 39: Global High Capacity Trunk PTP Radio Shipments by Channel Configuration, 2009-2010 (Units)
................................................................................................................................................. 95
Table 40: Global High Capacity Trunk PTP Radio Shipments by Transport Technology, 2009-2010 (Units)
................................................................................................................................................. 96
Table 41: Global High Capacity Trunk PTP Radio Shipments by Protection Technology, 2009-2010 (Units)
................................................................................................................................................. 97
Table 42: Global IDU+ODU/IDU Only PTP Radio Shipments Forecast, 2010-2015............................... 102
Table 43: Global XPIC Combiner Shipments, 2010-2015 (Units) ...................................................... 104
Table 44: Comparison of Global PTP Radio Forecast by Geographic Region vs. Actual Shipments ......... 105
Table 45: Comparison of Global PTP Radio Forecast by Country vs. Actual Shipments......................... 105
Table 46: Global PTP Radio Shipments by Geographical Region, 2009-2010 (Units)............................ 106
Table 47: EMEA PTP Radio Shipments by Geographical Region, 2009-2010 (Units)............................. 107
Table 48: Global PTP Radio Forecast by Geography, 2010-2015 (Units) ............................................ 108
Table 49: Global PTP Radio Forecast by Geography, 2010-2015 (% Market Share)............................. 108
Table 50: Global PTP Radio Forecast by Geography, 2010-2015 (%YoY Growth) ................................ 108
Table 51: Brazil PTP Radio Shipments, 2009-2010 (Units)............................................................... 111
Table 52: Russia PTP Radio Shipments, 2009-2010 (Units) ............................................................. 115
Table 53: China, India, and Indonesia PTP Radio Shipments, 2009-2010 (Units)................................ 118
Table 54: BRIIC PTP Radio Shipments, 2009-2010 (Units) .............................................................. 123
Table 55: BRIIC PTP Radio Forecast, 2010-2015 (Units) ................................................................. 124

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Table 56: BRIIC PTP Radio Forecast, 2010-2015 (% Market Share).................................................. 124
Table 57: BRIIC PTP Radio Forecast, 2010-2015 (% YoY Growth) .................................................... 124
Table 58: BRIICMEA PTP Radio Shipments, 2009-2010 (Units) ........................................................ 125
Table 59: Global PTP Radio Shipments by Frequency, 2009-2010 (Units) .......................................... 130
Table 60: Global PTP Radio Shipments by Frequency, 2009-2010 (Units) .......................................... 130
Table 61: Global PTP Radio Shipments by Applications, 2009-2010 (Units)........................................ 132
Table 62: Global PTP Radio Forecast by Application, 2010-2015 (Units) ............................................ 134
Table 63: Global PTP Radio Forecast by Application, 2009-2013 (% Market Share) ............................ 134
Table 64: Global PTP Radio Forecast by Application, 2009-2013 (% YoY Growth) ............................... 134
Table 65: Global PTP Radio Forecast New Sites vs. Capacity Upgrades, 2010-2015 (Units).................. 134
Table 66: Global PTP Radio Forecast New Sites vs. Capacity Upgrades, 2010-2015 (% Market Share) .. 134
Table 67: Global PTP Radio Forecast New Sites vs. Capacity Upgrades, 2010-2015 (% YoY Growth)..... 134
Table 68: Global PTP Radio Shipments, Tail Nodes vs. Aggregation Nodes, 2010-2015 (Units)............. 143
Table 69: Global PTP Radio Shipments, Tail Nodes vs. Aggregation Nodes, 2010-2015 (% Market Share)
............................................................................................................................................... 143
Table 70: Global PTP Radio Shipments, Tail Nodes vs. Aggregation Nodes, 2010-2015 (%YoY Growth). 143
Table 71: ETSI PTP Radio Shipments by OEM, 2009-2010 (Units) .................................................... 145
Table 72: Pro Forma ETSI PTP Radio Shipments by OEM, 2009-2010 (Units) ..................................... 146
Table 73: ANSI PTP Radio Shipments by OEM, 2009-2010 (Units) .................................................... 148
Table 74: Pro Forma ANSI PTP Radio Shipments by OEM, 2009-2010 (Units) .................................... 148

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EXHIBITS
Exhibit 1: Global PTP Radio Shipments (Units), 1997-2010 ................................................................. 9
Exhibit 2: Global PTP Radio Forecast, 2010-2015 (% YoY Growth) ..................................................... 13
Exhibit 3: PTP Radio Product Universe ............................................................................................ 17
Exhibit 4: Comparison of 2010 Global PTP Radio Forecast vs. Actual Shipments (Units) ........................ 18
Exhibit 5: Global PTP Radio Shipments, 2009-2010 (Units) ............................................................... 19
Exhibit 6: Global PTP Radio Market Share by Capacity & Technology, 2010 (Units) ............................... 20
Exhibit 7: Global PTP Radio Market Share, 2010 (Units) .................................................................... 24
Exhibit 8: Pro Forma Global PTP Radio Market Share, 2010 (Units)..................................................... 24
Exhibit 9: Global PTP Radio Forecast 2010-2015, (% YoY Growth) ..................................................... 25
Exhibit 10: Global PTP Radio Forecast, Prior vs. Current, 2010-2015 (Units)........................................ 27
Exhibit 11: Global PTP Radio Market Share by Transport Technology, 2010 (Units) .............................. 31
Exhibit 12: Comparison of 2010 Global 2-50Mb Low/Medium Capacity PTP Radio Forecast vs. Actual
Shipments (Units) ........................................................................................................................ 33
Exhibit 13: Global 2-50Mb Low/Medium Capacity PTP Radio Shipments, 2009-2010 (Units) .................. 34
Exhibit 14: 2-50Mb Low/Medium Capacity PTP Radio Shipments by Transport Technology, 2010 (Units) . 35
Exhibit 15: 2-50Mb Low/Medium Capacity PTP Radio Shipments by Configuration, 2010 (Units) ............ 35
Exhibit 16: 2-50Mb Low/Medium Capacity PTP Radio Market Share by OEM, 2010 (Units) ..................... 36
Exhibit 17: Comparison of 2010 Global 2-50Mb Low/Medium Capacity TDM PTP Radio Forecast vs. Actual
Shipments (Units) ........................................................................................................................ 37
Exhibit 18: Global 2-50Mb Low/Medium Capacity TDM PTP Radio Shipments, 2009-2010 (Units) ........... 38
Exhibit 19: 2-50Mb Low/Medium Capacity TDM PTP Radio Market Share by OEM, 2010 (Units) .............. 39
Exhibit 20: Comparison of 2010 Global 2-50Mb Low/Medium Capacity Hybrid PTP Radio Forecast vs. Actual
Shipments (Units) ........................................................................................................................ 40
Exhibit 21: Global 2-50Mb Low/Medium Capacity Hybrid PTP Radio Shipments, 2009-2010 (Units) ........ 41
Exhibit 22: 2-50Mb Low/Medium Capacity Hybrid PTP Radio Market Share by OEM, 2010 (Units) ........... 42
Exhibit 23: Comparison of 2010 Global 50-900Mb High Capacity PTP Radio Forecast vs. Actual Shipments
(Units)........................................................................................................................................ 43
Exhibit 24: Global 50-900Mb High Capacity PTP Radio Shipments, 2009-2010 (Units) .......................... 44
Exhibit 25: 50-900Mb High Capacity PTP Radio Shipments, 2010 (Units) ............................................ 45
Exhibit 26: Global 50-900Mb High Capacity PTP Radio Market Share by OEM, 2010 (Units) ................... 46
Exhibit 27: Pro Forma Global 50-900Mb High Capacity PTP Radio Market Share by OEM, 2010 (Units) .... 47
Exhibit 28: Comparison of 2010 Global 50-900Mb High Capacity Optical PTP Radio Forecast vs. Actual
Shipments (Units) ........................................................................................................................ 48
Exhibit 29: Global 50-900Mb High Capacity Optical PTP Radio Shipments, 2009-2010 (Units)................ 49
Exhibit 30: 50-900Mb High Capacity Optical PTP Radio Shipments, 2010 (Units).................................. 50
Exhibit 31: Global 50-900Mb High Capacity Optical PTP Radio Market Share by OEM, 2010 (Units) ........ 51
Exhibit 32: Pro Forma Global 50-900Mb High Capacity Optical PTP Radio Market Share by OEM, 2010
(Units)........................................................................................................................................ 52
Exhibit 33: Comparison of 2010 Global 50-900Mb High Capacity Hybrid PTP Radio Forecast vs. Actual
Shipments (Units) ........................................................................................................................ 53
Exhibit 34: Global 50-900Mb High Capacity Hybrid PTP Radio Shipments, 2009-2010 (Units) ................ 54
Exhibit 35: Global 50-900Mb High Capacity Hybrid PTP Radio Market Share by OEM, 2010 (Units) ......... 56
Exhibit 36: Pro Forma Global 50-900Mb High Capacity Hybrid PTP Radio Market Share by OEM, 2010
(Units)........................................................................................................................................ 56
Exhibit 37: Comparison of 2010 Global 50-900Mb High Capacity Ethernet PTP Radio Forecast vs. Actual
Shipments (Units) ........................................................................................................................ 57
Exhibit 38: Global 50-900Mb High Capacity Ethernet PTP Radio Shipments, 2009-2010 (Units) ............. 58
Exhibit 39: 50-900Mb High Capacity Ethernet PTP Radio Market Share by OEM, 2010 (Units) ................ 59
Exhibit 40: 50-900Mb High Capacity Ethernet PTP Radio Market Share by Frequency Band, 2010 (Units) 60
Exhibit 41: Comparison of 2010 Global 50-900Mb High Capacity TDM PTP Radio Forecast vs. Actual
Shipments (Units) ........................................................................................................................ 61
Exhibit 42: Global 50-900Mb High Capacity TDM PTP Radio Shipments, 2009-2010 (Units) ................... 62
Exhibit 43: 50-900Mb High Capacity TDM PTP Radio Market Share by OEM, 2010 (Units)...................... 62
Exhibit 44: 50-900Mb High Capacity TDM PTP Radio Market Share by OEM, 2010 (Units)...................... 63
Exhibit 45: Comparison of 2010 Global 1Gb Ultra High Capacity PTP Radio Forecast vs. Actual Shipments
(Units)........................................................................................................................................ 64
Exhibit 46: Global 1Gb Ultra High Capacity PTP Radio Shipments, 2009-2010 (Units) ........................... 65
Exhibit 47: 1Gb Ultra High Capacity PTP Radio Shipments by Interface, 2010 (Units) ........................... 66
Exhibit 48: 1Gb Ultra High Capacity PTP Radio Shipments by Modem Configuration, 2010 (Units) .......... 66
Exhibit 49: 1Gb High Capacity PTP Radio Market Share by OEM, 2010 (Units) ..................................... 67

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Exhibit 50: Comparison of 2010 Global 1Gb Ultra High Capacity Hybrid PTP Radio Forecast vs. Actual
Shipments (Units) ........................................................................................................................ 68
Exhibit 51: Global 1Gb Ultra High Capacity Hybrid PTP Radio Shipments, 2009-2010 (Units) ................. 69
Exhibit 52: 1Gb Ultra High Capacity Hybrid PTP Radio Market Share by OEM, 2010 (Units).................... 70
Exhibit 53: Comparison of 2010 Global 1Gb Ultra High Capacity Ethernet PTP Radio Forecast vs. Actual
Shipments (Units) ........................................................................................................................ 71
Exhibit 54: Global 1Gb Ultra High Capacity Ethernet PTP Radio Shipments, 2009-2010 (Units) .............. 72
Exhibit 55: 1Gb Ultra High Capacity Ethernet PTP Radio Market Share by OEM, 2010 (Units)................. 73
Exhibit 56: 1Gb Ultra High Capacity Ethernet PTP Radio Market Share by Frequency Band, 2010 (Units). 73
Exhibit 57: 1Gb Ultra High Capacity 60-80GHz Ethernet PTP Radio Market Share by OEM, 2010 (Units).. 74
Exhibit 58: PTP Radio Product Definition within UHCUHF ................................................................... 75
Exhibit 59: Comparison of 2010 Global 60-80GHz UHCUHF PTP Radio Forecast vs. Actual Shipments
(Units)........................................................................................................................................ 76
Exhibit 60: Global 60-80GHz UHCUHF PTP Radio Shipments, 2009-2010 (Units) .................................. 76
Exhibit 61: Global 60-80GHz UHCUHF Radio Shipments by Frequency, 2010 (Units)............................. 77
Exhibit 62: Global 60-80GHz UHCUHF Radio Shipments by Ethernet Transport Capacity, 2010 (Units).... 77
Exhibit 63: Global UHCUHF PTP Radio Market Share, 2010 (Units) ..................................................... 80
Exhibit 64: Global UHCUHF PTP Radio Shipments by Geographical Region, 2010 (Units) ....................... 81
Exhibit 65: Global Gigabit Ethernet 60/70/80GHz PTP Radio Shipments, 2009-2010 (Units) .................. 82
Exhibit 66: Global Fast Ethernet 60/70/80GHzr PTP Radio Shipments, 2009-2010 (Units) ..................... 83
Exhibit 67: Global FE/GE UHCUHF PTP Radio Forecast, 2011-2015 (Units) .......................................... 84
Exhibit 68: Global UHCUHF PTP Radio Forecast by Frequency, 2010-2015 (Units) ................................ 86
Exhibit 69: Global 60GHz Radio Shipments by Transport Capacity, 2009-2010 (Units) .......................... 86
Exhibit 70: Global 70/80GHz Radio Shipments by Transport Capacity, 2009-2010 (Units) ..................... 87
Exhibit 71: Global UHCUHF PTP Radio Forecast by Transport Capacity, 2010-2015 (Units) .................... 89
Exhibit 72: Global UHCUHF Fast Ethernet Radio Shipments by Frequency, 2009-2010 (Units)................ 89
Exhibit 73: Global UHCUHF Gigabit Ethernet Radio Shipments by Frequency, 2009-2010 (Units) ........... 90
Exhibit 74: Comparison of 2010 High Capacity Trunk PTP Radio Forecast vs. Actual Shipments (Units) ... 91
Exhibit 75: Global High Capacity Trunk PTP Radio Shipments, 2009-2010 (Units) ................................ 92
Exhibit 76: Global High Capacity Trunk PTP Radio Market Share by OEM, 2010 (Units) ......................... 93
Exhibit 77: Global Pro Forma High Capacity Trunk PTP Radio Market Share by OEM, 2009 (Units) .......... 94
Exhibit 78: Global High Capacity Trunk PTP Radio Shipments by Channel Configuration, 2010 (Units) .... 95
Exhibit 79: Global High Capacity Trunk PTP Radio Shipments by Transport Technology, 2010 (Units) ..... 96
Exhibit 80: Global High Capacity Trunk PTP Radio Shipments by Protection Technology, 2010 (Units)..... 97
Exhibit 81: Global Software Key Shipments vs. Radios, 2009-2010 .................................................... 99
Exhibit 82: Comparison of 2010 Global Software Keys Forecast to Actual Shipments (Units) ............... 100
Exhibit 83: Global Software Key Shipments Forecast, 2010-2015..................................................... 101
Exhibit 84: ODU Only PTP Radio Shipments Forecast, 2010-2015..................................................... 102
Exhibit 85: Global XPIC ODU Penetration of High Capacity/UHCUHF PTP Radio Links, 2010-2015 ......... 104
Exhibit 86: Global PTP Radio Market Share by Geographical Region, 2010 (Units) .............................. 106
Exhibit 87: EMEA PTP Radio Shipments by Geographical Region, 2010 (Units) ................................... 107
Exhibit 88: North America PTP Radio Forecast, 2010-2015 (Units) ................................................... 110
Exhibit 89: Latin America PTP Radio Forecast, 2010-2015 (Units) .................................................... 111
Exhibit 90: Brazil vs. ROLA PTP Radio Shipments, 2010 (Units) ....................................................... 112
Exhibit 91: Western/Eastern Europe PTP Radio Forecast, 2010-2015 (Units) ..................................... 114
Exhibit 92: Russia vs. ROE PTP Radio Shipments, 2010 (Units) ........................................................ 115
Exhibit 93: Africa PTP Radio Forecast, 2010-2015 (Units)................................................................ 116
Exhibit 94: Middle East PTP Radio Forecast, 2010-2015 (Units)........................................................ 117
Exhibit 95: Asia Pacific PTP Radio Forecast, 2010-2015 (Units) ........................................................ 118
Exhibit 96: China/India/Indonesia PTP Radio Forecast, 2010-2015 (Units) ........................................ 119
Exhibit 97: China vs. India vs. Indonesia vs. ROAP PTP Radio Shipments, 2010 (Units) ...................... 119
Exhibit 98: China PTP Radio Forecast, 2010-2015 (Units)................................................................ 120
Exhibit 99: India PTP Radio Forecast, 2010-2015 (Units) ................................................................ 121
Exhibit 100: Indonesia PTP Radio Forecast, 2010-2015 (Units) ........................................................ 122
Exhibit 101: BRIIC PTP Radio Shipments, 2010 (Units) ................................................................... 123
Exhibit 102: BRIIC PTP Radio Forecast, 2010-2015 (Units).............................................................. 124
Exhibit 103: BRIICMEA PTP Radio Shipments, 2010 (Units) ............................................................. 125
Exhibit 104: Chinese Global PTP Radio Market Share, 2010 (Units) .................................................. 126
Exhibit 105: Chinese Global PTP Radio Market Share by Vendor, 2010 (Units) ................................... 127
Exhibit 106: Chinese Global 2-50Mb Low capacity PTP Radio Market Share, 2010 (Units) .................... 128
Exhibit 107: Chinese Global High Capacity Split Mount PTP Radio Market Share, 2010 (Units) ............. 129
Exhibit 108: Global PTP Radio Shipments by Frequency, 2010 (Units)............................................... 131
Exhibit 109: Global PTP Radio Shipments by Frequency, 2009-2010 (Units) ...................................... 131
Exhibit 110: Global PTP Radio Shipments by Applications, 2009-2010 (Units) .................................... 132

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Exhibit 111: Global PTP Radio Shipments by Applications, 2010 (Units) ............................................ 133
Exhibit 112: Global PTP Radio Forecast New Sites vs. Capacity Upgrades, 2010-2015 (Units) .............. 135
Exhibit 113: Global PTP Radio Forecast New Sites vs. Capacity Upgrades, 2010-2015 (% Market Share)
............................................................................................................................................... 135
Exhibit 114: Historical Mobile Infrastructure Demand, 2001-2010 (% Market Share) .......................... 136
Exhibit 115: Global PTP Radio Forecast for Mobile Networks, 2010-2015, (Units) ............................... 137
Exhibit 116: Global PTP Radio Forecast for Enterprise/Private Networks, 2010-2015, (Units) ............... 138
Exhibit 117: Global PTP Radio Forecast for Broadband Wireless Access Networks, 2010-2015, (Units) .. 139
Exhibit 118: Global PTP Radio Forecast for Fixed Wireline Networks, 2010-2015, (Units) .................... 140
Exhibit 119: Global PTP Radio Forecast for LEC/CLEC Networks, 2010-2015, (Units) .......................... 141
Exhibit 120: Global PTP Radio Shipments, Tail Nodes vs. Aggregation Nodes, 2010 ............................ 142
Exhibit 121: Global PTP Radio Shipments, Tail Nodes vs. Aggregation Nodes, 2010-2015 (Units) ......... 143
Exhibit 122: Global PTP Radio Shipments ETSI vs. ANSI, 2010 (Units).............................................. 144
Exhibit 123: ETSI PTP Radio Shipments by OEM, 2010 (Units) ......................................................... 146
Exhibit 124: Pro Forma ETSI PTP Radio Shipments by OEM, 2010 (Units).......................................... 147
Exhibit 125: ANSI PTP Radio Shipments by OEM, 2010 (Units) ........................................................ 149
Exhibit 126: Pro-Forma ANSI PTP Radio Shipments by OEM, 2010 (Units)......................................... 149

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