
US
: High-speed upgrades to 3G cellular networks could be a key factor
in driving the expansion and profitability of wireless broadband communications,
finds a new report from the subscription research service Unstrung
Insider.
"Mobile broadband
has the potential to be a major new growth area for mobile operators
as they start to compete with public wireless LAN and residential
broadband access services," says Gabriel Brown, Chief Analyst
of Unstrung Insider and author of the report, entitled Turbo 3G: High-Speed
Packet Access Arrives.
Brown estimates
that a subscription price of $30 (€25) per month will be the
point at which mobile broadband over cellular networks will become
attractive to the mass market. But to deliver that competitive price
per bit and scoop a mobility premium, operators will require radio
access systems vastly more efficient than today's 3G UMTS cellular
networks.
HSDPA (high-speed downlink
packet access) and HSUPA (high-speed uplink packet access) are the
first steps down this road for UMTS-based 3G systems. Brown analyzes
the implementation of these high-speed upgrades to mobile networks
worldwide and assesses the impact of this disruptive technology on
the mobile infrastructure market.
Among the report's
key findings:
Ericsson, Nokia,
and Siemens will maintain their 3G dominance, but HSDPA creates an
opportunity for Nortel and Alcatel to increase their footprints, and
for Lucent to break into UMTS.
Qualcomm leads
the HSDPA chipset market, but competitors will make inroads in the
move to 3.6-Mbit/s devices.
A realistic performance
expectation for the initial HSDPA release is 25-30 users per cell
at bitrates of 400 kbit/s to 700 kbit/s each.
Future HSDPA releases
could push bitrates to 1-2 Mbit/s, with bursts to 4.5 Mbit/s, but
operators will likely sacrifice peak data rates for greater overall
system performance.
Mobile operators
featured in this report: Cingular Wireless LLC; NTT DoCoMo Inc.; Orange
SA; O2 Ltd.; SFR; Telfort B.V.; 3 Italy; Telecom Italia Mobile SpA;
T-Mobile International AG; and Vodafone Group plc.
Infrastructure vendors
analyzed in this report: Alcatel; Ericsson AB; Huawei Technologies
Co. Ltd.; Lucent Technologies Inc.; Motorola Inc.; Nokia Corp.; Nortel
Networks Ltd.; Siemens AG; and ZTE Corp.
Turbo 3G: High-Speed
Packet Access Arrives, a 20-page report in PDF format, is available
as part of an annual subscription (12 monthly issues) to Unstrung
Insider, priced at $1,350. Individual reports are available for $900.