Vous êtes sur la page 1sur 29

CDMA Market Statistics

Disclaimer

Nothing in this presentation is an offer to sell any of the parts referenced herein. This presentation may reference and/or show images of parts and/or devices utilizing parts whose manufacture, use, sale, offer for sale, or importation into the United States are subject to certain injunctions against Qualcomm. This presentation is intended solely to provide information for those products and uses of products that are outside the scope of the injunctions. Any device utilizing 1x-EVDO parts must utilize Qualcomms hybrid mode alternative solution.

QUALCOMM Incorporated, 5775 Morehouse Drive, San Diego, CA 92121-1714 Copyright 2009 QUALCOMM Incorporated, All rights reserved.

3G Offers Mobile Broadband Today

3G

Over 750 Million 3G subscribers

Over 217 Million HSPA and EV-DO subscribers


>535 Commercial Networks: >160 EV-DO (>55 Rev. A) >275 CDMA2000 1X >310 HSDPA (>65 HSUPA) >260 WCDMA
Sources for 3G commercial Operators: CDG and GSA (March 2009) Sources for Subs: Operators reports and Wireless Intelligence, January 31, 2009. 3

Latin America and The Caribbean Key Indicators


Population: 562.8 million 30 countries GDP : US$ 3.4 trillion Purchase Power Parity (PPP) per capita: US$ 9,321

9,852

9,321
Comparative PPP per capita (US$)

5,370 2,360

World

Latin America

China

India

Latin America Operator Map 55 3G Networks Deployed


Mexico
WCDMA-HSDPA Telcel (AMX) Movistar (TEL) CDMA 1X EV-DO: Iusacell (Grupo Salinas)

Bermuda
CDMA 1X EV-DO: CellularOne (Bermuda Digital Comm)

Dominican Rep.
HSDPA: Claro (america Movil)

Jamaica
CDMA 1X EV-DO: Claro (AMX) HSDPA : LIME (Cable & Wireless

Puerto Rico
HSDPA : AT&T Wireless Claro (America Movil) CDMA 1X EV-DO: Centennial Communications Sprint Nextel

Aruba
HSDPA: SETAR

Trinidad & Tobago


CDMA 1X EV-DO: TSTT

Guatemala
CDMA 1X EV-DO: Movistar (Telefonica) HSDPA: Claro (America Movil) Tigo (Millicom)

Haiti
CDMA 1X EV-DO: Haitel

Netherland Antilles
CDMA 1X EV-DO: MIO Curacao MIO Bonaire

Venezuela
CDMA 1X EV-DO: Movilnet (Venezuelan government) Movistar (Telefonica) HSDPA: Movistar (Telefonica)

El Salvador
HSDPA: Claro (America Movil) Tigo (Millicom)

Colombia
HSDPA: Comcel (America Movil) Movistar (Telefonica) Tigo (Millicom)

Brazil
CDMA 1X EV-DO: Embratel (Telmex) HSDPA: Claro (America Movil) Vivo CTBC TIM Brasil Telecom Oi Sercomtel

Honduras
HSDPA: Claro (America Movil) Tigo (Millicom)

Ecuador
HSDPA: Claro (America Movil) CDMA 1X EV-DO: Alegro PCS (Ecuadorian government)

NIcaragua
HSDPA: Claro (America Movil)

Peru
HSDPA: Claro (America Movil)

Panama
HSDPA: Movistar (Telefonica)

Paraguay Bolivia
HSDPA: Tigo (Millicom) HSDPA: Claro (America Movil) Personal (Telecom Italia) Tigo (Millicom)

Chile
HSDPA: Entel PCS Movistar (Telefonica) Claro (America Movil)

Uruguay
HSDPA: Ancel (Uruguayan government) Movistar (Telefonica) Claro (America Movil)

Argentina
HSDPA: Personal (Telecom Italia) Movistar (Telefonica) Claro (America Movil) 5

3G Leverages a Large Ecosystem

Over 3,760 3G CDMA Devices

Fujitsu

Source: CDG and GSA, March 2009. 3G includes CDMA2000, EV-DO Rel. 0, Rev A, WCDMA, HSPA All6trademarks, names of other companies, logos, products and services may be the property of their respective owners.

3G Operators Provide a Wide Range of Services

7 All trademarks, names of other companies, logos, products and services may be the property of their respective owners

EV-DO Supports an Entire Range of IP Services

Video/Music Service Tiering Streaming/Downloads High Speed Web Browsing Multimedia Upload/Exchange Push to Talk / Push to Media Low Latency Gaming Telco quality VoIP Video Telephony Multicasting

Evolution of Mobile Services


User trends shift from wired to wireless
Simple Communication Download Download & Upload Real-Time Delay Sensitivity Seamless Fixed Mobile Convergence

Voice & Text


Voice SMS/Email

Streaming
Music/Ringtones Video Web Browsing

User Generated Content


Mobile 2.0 Social Networking Media Sharing Collaboration Mobile Advertising

Rich Communication
VoIP PTT/PTM Video Communication Multiplayer Gaming

Seamless Connectivity
IPTV Home Network Set Top Box Ubiquitous Broadband Consumer Electronics Video Surveillance

Mobile services becoming center of life


9

Global CDMA2000 Continues to Grow

Millions

20% CAGR

Source: Average of Yankee (Q408) and Wireless Intelligence (Mar09)


10

3G Device Cost Declining as Scale Increases

11

CDMA2000 - Big Opportunity in China


New 3G policy has opened doors for rapid growth of CDMA
CDMA subscriber base to be 50% of total 3G Subscribers in China

Millions

Chinese CDMA Subscriber base to experience a 30.6% CAGR over the next four years

CDMA includes 1X, 1X EV-DO 3G includes 1X, 1X EV-DO, WCDMA HSPA and TD-SCDMA Source: Wireless Intelligence (Mar09)
12

CDMA450 OPERATORS

13

CDMA450 Commercial Networks


100 Operators in >50 countries depicts a strong global presence

Source: CDG (Mar09)


14

CDMA450 Sky Link in Russia

Russian Telecommunications Ministry designated CDMA450 as a Russian Federal Standard (IMT-IMC-450) in 2002. SL was established in June 2003 to consolidate the 60 regional NMT-450 operators and to create a Pan-Russian CDMA450 operator. SL launched CDMA450 service in St. Petersburg in December 2002 and in Moscow in November 2003. SL launched EV-DO rel 0 service in St. Petersburg and Moscow in December 2005 and launch EV-DO rev A in May 2008 SL launched first dual band phone CDMA 450/GSM (Ubiquam 520) in March 2007

SL Network
CDMA450 networks are deployed in more than 32 regions of Russia. Gradually SkyLink will deploy networks to cover 65 regions with a population of 104 million (72 % of the total Russian population).

15

CDMA2000 in Russia
Sky Link is rapidly increasing its CDMA subscriber base

Thousands

Source: Wireless Intelligence, (Mar09)


16

Sky Link Terminals

Pantech HX-575

Ubiquam U-200

LG LHD-200

Kyocera KE 301

Ubiquam U-800

Daewoo Itteki S42

JOA Telecom L-100

Ubiquam U-520

AnyDATA ASP-505

Ubiquam U-300

Pantech HX-570

AnyDATA SP-500 GA

17

Sky Link Rel 0 & Rev A Modems

AnyDATA ADU-520A

CMOTECH CNU-550

ZTE MG478

ZTE AC5710

AnyDATA ADU-510A

AnyDATA ADU-310A

AnyDATA APE-540-A

Airplus MCD-650

Cmotech CNM-650

Huawei EC500

AnyDATA ADU-500A

Ubiquam UM-300

Cmotech CNU-680

AnyDATA ADU-300A

Ubiquam UM-400

18

GLOBAL TOP CDMA OPERATORS


PERFORMANCE INDICATORS

19

Verizon Wireless Data ARPU


Growth of >860% since EV-DO was Launched in Q4 2003

$16.00

30%

Data ARPU
$14.00 $12.00 $10.00 $8.00 $6.00 10% $4.00 5% $2.00 $0.00 0%

Data ARPU

EV-DO Handsets Introduced

20%

EV-DO Launched

15%

Source: Company Reports, Q4 2008


20

Data ARPU as a% of Total ARPU

% of Revenue

25%

Sprint Wireless Data ARPU


Growth of >170% since EV-DO was launched in Q3 2005

$14.00

30%

Data ARPU
Handset Services Introduced

$10.00

20%

Data ARPU

$8.00

EV-DO Launch
15%

$6.00 10% $4.00 5%

$2.00

$0.00

0%

Source: Company Reports, Q3 2008

21

Data ARPU as a% of Total ARPU

$12.00

% of Revenue

25%

CDMA2000 Chipset Selection

22

3G Evolution

23

1x Adv. & Rev. B: Higher Capacity and Enhanced User Experience


Broadband downloads Broadband uploads, QoS

Rev. B Phase I
SW upgrade to multicarrier 3x higher data rates to all Commercial in 2009

Rev. B Phase II
New Channel card ~ 65% higher RL capacity (Interference Cancellation) 14.7 Mbps peak rates

EV-DO

EV-DO

EV-DO

Rel. 0
DL: 2.4 Mbps UL: 153 kbps

Rev. A
DL: 3.1 Mbps UL: 1.8 Mbps

Rev. B
Phase I
DL: 9.3 Mbps1 UL: 5.4 Mbps

Rev. B Advanced Phase II


DL: 14.7 Mbps2 UL: 5.4 Mbps DL: 32 Mbps3 UL: 12.4 Mbps3

DO

CDMA2000

1X
CDMA2000 1X
Excellent voice capacity EV-DO for data

1x Advanced
1x Advanced
4x capacity increase over 1x today Frees up spectrum for EV-DO data

1x Enhancements
Up to 50% more voice capacity Available today

See previous slides for footnotes

Note: Estimated commercial dates

24

The natural evolutions from EV-DO Rev. A and 1X


Created 10/13/08

Incremental and Cost-effective Upgrades

Broadband downloads

Broadband uploads

Multi carrier

BTS Interference cancellation

Enhanced capacity and data rates

EV-DO EV-DO EV-DO


Rel. A
Channel Card

Rev. B
Phase I
SW Upgrade

Rev. B
Phase II
Channel Card

CDMA2000 1X

Rel. 0
Channel Card

DO Advanced
SW Upgrade Channel Card
Single / Multi Carrier

Initial Investment

Single Carrier

1.5x Voice capacity

4x Increase in voice capacity

1X 1X Enhancements Advanced
Network Upgrade Channel Card

Shows required network upgrades, new handsets typically required to support next evolution step

An evolution path that leverages current investments


25

1x Advanced - Natural next step for CDMA2000 1X


CSM 6850 Rev. A/B

1x Advanced

EV-DO Rev. B

CSM 8700
1x Advanced

Same voice capacity as 1X today in quarter of the spectrum Available in the same timeframe as Rev. B HW upgrade

1x Advanced frees up more spectrum for Rev. B


26

Tripled User Data Rates Throughout the Cell

User data rate experienced during a burst

27

Rev. B User Data Rates On Par with HSPA+

21 Mbps

(64 QAM)
EV-DO Rev. B, 5 MHz 14.7 Mbps

(3X multicarrier)
Mbps HSPA+, 5 MHz

(64 QAM) 14.4

(single carrier, no MIMO)


9.3 Mbps User Data Rate Experienced During a Burst 3.8 Mbps

3.7 Mbps

1.5 1.5 Mbps Mbps

Peak Rate
(Achievable in Optimal Conditions)

Median Users

Cell Edge Users

28 Source: Qualcomm simulations using 5 MHz. Shows the forward link burst data rate for the median and the 10% worst (Cell edge) users. HSPA+ with 2x2 MIMO provides 28 Mbps peak data rate

Thank You

29

Vous aimerez peut-être aussi