US
: 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 percent compared with 2Q03. Notably, GSM/GPRS/EDGE network sales
in 2Q04 accounted for 60 percent 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 percent 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 percent 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%
About the Report
The Dell’Oro
Group Mobility Infrastructure Quarterly Report offers complete, in-depth
coverage of the market, including vendor shares and tables covering
revenue, units, transceivers or RF carriers shipped, and average selling
prices (ASPs) for Base Station Controllers, Base Transceiver Stations,
and Mobile Switching Centers for GSM/GPRS/EDGE, CDMA, TDMA, and WCDMA.