Thursday, July 15, 2010

Infonetics: Mobile Broadband Service Revenue to More than Double by 2014

Between 2010 and 2014, mobile broadband revenue will more than double, according to a new report from Infonetics called Mobile Services and Subscribers: Voice, SMS/MMS, and Broadband. The number of mobile broadband subscribers is expected to reach 1.8 billion worldwide by 2014, or 28% of total mobile subscribers. The bi-annual report provides in-depth analysis and worldwide and regional market size and forecasts through 2014 for mobile services (voice, SMS/MMS, and mobile broadband [W-CDMA/HSPA, CDMA2000/EV-DO, TD-SCDMA, LTE]) and subscribers (voice [prepaid and postpaid] and mobile broadband [W-CDMA/HSPA, CDMA2000/EV-DO, TD-SCDMA, LTE, Phone-based and PC-based]).

Some highlights:

  • The number of LTE subscribers is forecast to reach 153 million by 2014, mostly in Asia Pacific and EMEA

  • Due in large part to the high concentration of mobile operators in developed markets in Western Europe with good HSPA coverage, the EMEA region leads the mobile broadband race, having outpaced early 3G adopters such as Australia, Japan, and South Korea.

  • In emerging Asian economies such as China and India, data revenue, including SMS and mobile broadband, is already having a positive impact on total ARPU, more than offsetting the rapid decline of voice ARPU that's occurring despite double-digit percentage annual increases in voice traffic.

  • By 2014, W-CDMA/HSPA revenue will almost be 7 times that of CDMA2000 1xEV-DO revenue, as the majority of worldwide mobile subscribers are on GSM networks.

  • Revenue from mobile broadband cards (standard PC cards and embedded cards) grew 6% in 1Q09 over 4Q09 to $1.55 billion worldwide.

  • Strong growth is expected in mobile broadband card revenue and unit shipments in 2010, driven in large part by increasing adoption of HSPA (High Speed Packet Access).

  • LTE-based mobile broadband embedded PC card sales are forecast to top US$3.8 billion in 2014.

  • Shipments of mobile routers jumped 59% in 1Q10 over 4Q09 as mobile operators see them as a means of offloading mobile data traffic onto WiFi and are actively promoting them.

  • Huawei, Sony Ericsson and ZTE are the top 3 mobile broadband card revenue market share leaders in 1Q10

  • The number of mobile broadband subscribers surpassed DSL subscribers for the first time in 2009, and is forecast by Infonetics Research to grow to 1.8 billion worldwide in 2014.

See also