Infonetics: LTE jumps 30% in Q3, NSN doubles LTE revenue; mobile gear set for growth in 2013
Campbell, CALIFORNIA, December 5, 2012-Market research firm Infonetics Research released excerpts from its 3rd quarter 2012 (3Q12) 2G, 3G, 4G (LTE and WiMAX) Infrastructure and Subscribers market share and forecasts report, which tracks 2G, 3G, and 4G (LTE and WiMAX) network equipment and subscribers.
"We saw strong LTE activity in the U.S., Japan, and South Korea in the third quarter, contrasted by weak activity in the BRIC countries, for a total 30% bump in LTE equipment sales worldwide," notes Stéphane Téral, principal analyst for mobile infrastructure and carrier economics at Infonetics Research.
Téral adds, "LTE was indeed the lone bright spot this quarter, as the rest of the mobile infrastructure market dragged the overall market down, led by a sharp drop in CDMA gear. Despite the current lethargy, we anticipate a strong pipeline moving forward, with 2013 fully charged with a good mix of 2G, 3G, and LTE equipment purchases. China Mobile alone has a nationwide TD-LTE rollout plan of 100,000 eNodeBs."
MOBILE INFRASTRUCTURE MARKET HIGHLIGHTS
. In 3Q12, the global 2G/3G/4G (including LTE and WiMAX) infrastructure market was down 4.7% from the previous quarter and down 4.0% from the year-ago quarter
. Nokia Siemens Networks jumped from #4 to #2 in the LTE equipment market after more than doubling its LTE revenue in 3Q12, significantly closing the gap with market leader Ericsson and passing Alcatel-Lucent and Huawei
. From the year-ago 3rd quarter, global LTE infrastructure sales are up 131%
. Infonetics forecasts LTE subscribers to grow nearly 5-fold to top 51 million worldwide in 2012
. The Global Mobile Suppliers Association expects 166 commercial LTE networks by year end
. CDMA2000 continued its freefall in 3Q12, down 16% sequentially and down 46% year-over-year, reflecting the beginning of the long declining tail curve
. The WiMAX ecosystem is shrinking, with fewer vendors continuing to support the technology as they stake their long-term futures on LTE
Infonetics' quarterly 2G, 3G, 4G (LTE and WiMAX) report provides worldwide and regional market size, vendor market share, analysis, deployment trackers, and forecasts for LTE, WiMAX, and 2G/3G mobile network equipment and subscribers. The report tracks more than 50 subsegments of the market, including radio access networks (RAN), base transceiver stations (BTSs), mobile softswitching, packet core equipment, and E-UTRAN macrocells. Vendors tracked include Airspan, Alcatel-Lucent, Alvarion, Cisco, Datang Mobile, Ericsson, Fujitsu, GENBAND, HP, Huawei, NEC, NewNet, Nokia Siemens Networks, Proxim, Redline Communications, Samsung, UTStarcom, ZTE, and many others.