Worldwide Data Networking

and Telecommunications
A Market Outlook on LTE

November, 2009
Scott Siegler
Senior Analyst,
Mobility Infrastructure Market Research
Email: scott@delloro.com
Tel: 650.622.9400 x246

Mobility Infrastructure 5-Year Forecast

Revenue in $ Billions

$44

$33

WiMAX

5-Year CAGR = -2%

LTE

TDMA
CDMA
WCDMA

$22

$11

GSM

20
01
20
02
20
03
20
04
20
05
20
06
20
07
20
08
20
09
20
10
20
11
20
12
20
13

$0

Page 2

2009 DellOro Group

$3.2

140
$2.4
105
$1.6
70
$0.8
35

Page 3

2009 DellOro Group

20
13

20
12

$0.0

20
11

Revenue in $ Billions (Line)

175

20
10

Unit Shipments in 000s (Bars)

LTE eNode B Shipments vs. Revenue

Vendor Positioning
Total Mobile Infrastructure Revenue
35%

Ericsson

Market Share (%)

28%
Nokia Siemens

21%
Huawei

14%
Alcatel-Lucent

7%

ZTE

(**Top 5 Vendors)
Page 4

2009 DellOro Group

09
2Q

09
1Q

08
4Q

08
3Q

08
2Q

08
1Q

07
4Q

3Q

07

0%

LTE RAN Vendor Selection as of Sept. 2009

Verizon

Ericsson

AlcatelLucent

NTT
DoCoMo
TeliaSonera

Nokia
Siemens

Huawei

GSM
X

T-Mobile
Austria

Page 5

NEC

WCDMA

KDDI

3 Austria

Motorola

Tele2 and
Telenor

eMobile

ZTE

2009 DellOro Group