Table of Contents

2 Global Regulation

3 Technology Strategies

4 Market Strategies

5 Business Case Scenarios

6 WiMAX/3G Mobile Market Forecast

7 Conclusions & Recommendations

8 Glossary

Figure 1 1: WiMAX Certification Waves

Figure 1 2: Breakeven Points for Greenfield Networks

Figure 1 3: Broadband Mobile Subscribers, 3G versus WiMAX

Figure 1 4: WiMAX Subscribers by Region

Figure 3 1: Spectral Efficiency of HSDPA

Figure 3 2: WiMAX Best Case Spectral Efficiency

Figure 3 3: WiMAX Worst Case Spectral Efficiency

Figure 3 4: WiMAX Certification

Figure 3 5: WCDMA Roadmap

Figure 3 6: UMTS-TDD Long Term Evolution

Figure 3 7: Motorola MOTOwi4 Outdoor Base Site

Figure 3 8: Converged Network Architecture

Figure 3 9: 4G Evolution

Figure 3 10: Wireless Applications

Figure 3 11: UMTS Evolution

Figure 3 12: Complementary Wireless Technologies

Figure 3 13: PicoChip Fixed Scenario Evolution

Figure 3 14: PicoChip Mobile Scenario Evolution

Figure 4 1: Vodafone Comparison 3G and WiMAX

Figure 4 2: Areas Served by BellSouth's Broadband Wireless Service

Figure 4 3: BellSouth Broadband Wireless Coverage

Figure 4 5: SK Telecom's Technology Evolution

Figure 5 1: Breakeven Points for Pure WiMAX Networks

Figure 5 2: Breakeven Point for 3G Supplemented by WiMAX

Figure 6 1: 3G Broadband Mobile Subscribers, by Region

Figure 6 2: 3G Broadband Mobile Subscribers, by Technology

Figure 6 3: 3G Broadband Subscribers, Basic versus Enhanced

Figure 6 4: 3G Broadband Mobile Service Revenue, by Region

Figure 6 5: 3G Broadband Mobile Capex, by Region

Figure 6 6: 3G Broadband Mobile Device Shipments, by Region

Figure 6 7: 3G Broadband Mobile Device Shipments Value, by Region

Figure 6 8: WiMAX Broadband Mobile Subscribers, by Region

Figure 6 9: WiMAX Broadband Mobile Service Revenue, by Region

Figure 6 10: WiMAX Broadband Mobile Capex, by Region

Figure 6 11: WiMAX Broadband Mobile Device Shipments, by Region

Figure 6 12: WiMAX Broadband Mobile Device Shipments Value, by Region

Figure 6 13: 3G Broadband Mobile Subscribers in Asia, by Country

Figure 6 14: WiMAX Broadband Mobile Subscribers in Asia, by Country

Figure 6 15: 3G Broadband Mobile Subscribers in Asia, by Technology

Figure 6 16: 3G Broadband Mobile Subscribers in Europe, by Country

Figure 6 17: WiMAX Broadband Mobile Subscribers in Europe, by Country

Figure 6 18: 3G Broadband Mobile Subscribers in Europe, by Technology

Figure 6 19: 3G Broadband Mobile Subscribers in North America, by Country

Figure 6 20: WiMAX Broadband Mobile Subscribers in North America, by Country

Figure 6 21: 3G Broadband Mobile Subscribers in North America, by Technology

Figure 6 22: 3G Broadband Wireless Subscribers-ROW

Figure 6 23: WiMAX Broadband Mobile Wireless Subscribers-ROW

Figure 6 24: 3G Broadband Mobile Wireless Technology-ROW

Table 1 1: Broadband Wireless System Strategies

Table 1 2: Carrier Broadband Wireless Market Strategies

Table 1 3: Cost per User for WiMAX and 3G Networks

Table 2 1: EU Spectrum for WiMAX

Table 3 1: Technology Comparison

Table 3 2: WiMAX Spectrum Requirements

Table 3 3: WiMAX Peak Data Rate

Table 3 4: Broadband Wireless System Strategies

Table 3 5: UMTS-TDD Evolution

Table 4 1: Carrier Broadband Wireless Market Strategies

Table 4 2: BellSouth 3G/Wireless Broadband Services

Table 5 1: Cost per User for WiMAX and 3G Networks

Table 5 2: Metro Area Wireless Network Assumptions

Table 6 1; 3G Network Status

Table 6 2: 3G Penetration by Region

Table 6 3: WiMAX Penetration by Region

Table 6 4: 3G Subscribers Forecast Comparison-Millions

Table 6 5: WiMAX Subscribers Forecast Comparison-Millions

Table 8 1: Glossary

All of the charts that are included in Section 6: WiMAX/3G Mobile Market Forecast are also included in the spreadsheet Annex that accompanies this report. In addition there are a number of charts that are not included in the report but that may provide additional clarity to this market. The Annex includes the following worksheets:

Table of Contents

1 Executive Summary

2 Global Regulation

3 Technology Strategies

4 Market Strategies

5 Business Case Scenarios

6 WiMAX Fixed Market Forecast

7 Conclusions & Recommendations

8 Glossary

Figure 1 1: WiMAX Certification Waves

Figure 1 2: Breakeven Points for Broadband Wireless Business Services

Figure 1 3: Breakeven Points for Consumer Broadband Wireless

Figure 1 4: Broadband Fixed Subscribers

Figure 1 5: Fixed WiMAX Subscribers by Region

Figure 1 6: Broadband Fixed Subscribers versus Broadband Mobile WiMAX Subscribers

Figure 3 1: WiMAX Certification

Figure 3 2: WCDMA Roadmap

Figure 3 3: Motorola MOTOwi4 Outdoor Base Site

Figure 3 4: 4G Evolution

Figure 3 5: Wireless Applications

Figure 3 6: UMTS Evolution

Figure 3 7: Complementary Wireless Technologies

Figure 4 1: Vodafone Comparison 3G and WiMAX

Figure 4 2: Wireless Broadband Systems Johannesburg iBurst Network

Figure 4 3: Areas Served by BellSouth's Broadband Wireless Service

Figure 4 4: BellSouth Broadband Wireless Coverage

Figure 4 5: Personal Broadband Australia Coverage Map

Figure 4 6: SK Telecom's Technology Evolution

Figure 5 1: Breakeven Points for Broadband Wireless Business Services

Figure 5 2: Breakeven Points for Consumer Broadband Wireless

Figure 6 1: Global Broadband Wireline Subscribers, by Region

Figure 6 2: Global Broadband Wireline Service Revenue, by Region

Figure 6 3: Global Broadband Wireline Capex, by Region

Figure 6 4: Global Broadband Wireline Device Shipments, by Region

Figure 6 5: Global Broadband Wireline Device Shipments Value, by Region

Figure 6 6: Global Broadband Wireless Subscribers, by Region

Figure 6 7: Global Broadband Wireless Service Revenue, by Region

Figure 6 8: Global Broadband Wireless Capex, by Region

Figure 6 9: Global Broadband Device Shipments, by Region

Figure 6 10: Global Broadband Device Shipments Value, by Region

Figure 6 11: Global Broadband Subscribers, Developing versus Developed Countries

Figure 6 12: Asia-Pacific Broadband Wireline Subscribers, by Country

Figure 6 13: Asia-Pacific Broadband Wireless Subscribers, by Country

Figure 6 14: Asia-Pacific Fixed Broadband Subscribers, Wireline versus Wireless

Figure 6 15: Western Europe Broadband Wireline Subscribers, by Country

Figure 6 16: Western Europe Broadband Wireless Subscribers, by Country

Figure 6 17: Western Europe Fixed Broadband Subscribers, Wireline versus Wireless

Figure 6 18: North America Broadband Wireline Subscribers, by Country

Figure 6 19: North America Broadband Wireless Subscribers, by Country

Figure 6 20: North America Fixed Broadband Subscribers, Wireline versus Wireless

Figure 6 21: RoW Broadband Wireline Subscribers

Figure 6 22: RoW Broadband Wireless Subscribers

Figure 6 23: RoW Fixed Broadband Subscribers, Wireline versus Wireless

Figure 6 24: Global Fixed versus Mobile WiMAX Subscribers

Figure 6 25: Forecast Comparison

Figure 6 26: Asia-Pacific Fixed versus Mobile WiMAX Subscribers

Figure 6 27: Western Europe Fixed versus Mobile WiMAX Subscribers

Figure 6 28: North America Fixed versus Mobile WiMAX Subscribers

Figure 6 29: RoW Fixed versus Mobile WiMAX Subscribers

Table 1 1: Broadband Wireless System Strategies

Table 1 2: Global Broadband Wireless Deployments

Table 2 1: EU Spectrum for WiMAX

Table 3 1: WiMAX Best Case Spectral Efficiency

Table 3 2: WiMAX Worst Case Spectral Efficiency

Table 3 3: WiMAX Spectrum Requirements

Table 3 4: WiMAX Peak Data Rate

Table 3 5: UMTS-TDD Evolution

Table 3 6: Navini Broadband Wireless Deployments

Table 3 7: PicoChip Fixed Scenario Evolution

Table 3 8: PicoChip Mobile Scenario Evolution

Table 3 9: Redline Broadband Wireless Deployments

Table 4 1: Global Broadband Wireless Deployments

Table 4 2: BellSouth 3G Broadband Wireless Services

Table 4 3: Clearwire's Coverage and Subscribers

Table 4 4: Clearwire's International Spectrum Holdings

Table 4 5: Clearwire's U.S. Services

Table 4 6: Clearwire's International Services

Table 4 7: Veritel Retail iBurst Prices

Table 5 1: Assumptions for DSL Business and Consumer Services

Table 5 2: Assumptions for Broadband Wireless Business and Consumer Services

Table 5 3: Further Assumptions for Business Services

Table 5 4: Further Assumptions Consumer Services

Table 6 1: Markets for Broadband Wireless Fixed Services

Table 6 2: Penetration Assumptions, Broadband Wireline

Table 6 3: Global Penetration Assumptions, Broadband Wireless

Table 8 1: Glossary

All of the charts that are included in Section 5 and Section 6: WiMAX Fixed Market Forecast are also included in the spreadsheet Annex that accompanies this report. In addition the Annex includes a number of charts that are not included in the report.

Global Charts

Global Tables

Asia-Pacific Charts

Asia-Pacific Tables

Western-Europe Charts

Western Europe Tables 

North America Charts

North America Tables

ROW Charts

ROW Tables

Fixed versus Mobile Charts

Business Case Assumptions

Business Case Charts