Market Analysis

Earl J. Lum
+1-650-430-2221
elum@ejlwireless.com

Global Base Station Contract Analysis

Second Quarter 2010
October 2010

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TABLE OF CONTENTS
EXECUTIVE SUMMARY ....................................................................... 3
CHAPTER 1: Q2 2010 REVIEW ........................................................... 5
CHAPTER 2: BTS OEM CONTRACTS .................................................... 11
2.1
2.2
2.3
2.4
2.5
2.6

Alcatel-Lucent .........................................................................................12
Ericsson .................................................................................................14
Huawei Technologies................................................................................16
Motorola.................................................................................................18
Nokia Siemens Networks ..........................................................................19
ZTE .......................................................................................................21

CHAPTER 3 GEOGRAPHICAL ANALYSIS .................................................. 23

3.1
3.2
3.3
3.4

Africa/Middle East....................................................................................24
Americas ................................................................................................27
Asia Pacific .............................................................................................31
Europe ...................................................................................................34

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TABLES
Table 1: Global Base Station Infrastructure Contracts Q2 2010 .......................................................... 10

EXHIBITS

Exhibit 1: Global Base Station Infrastructure Contracts, Q2 09 Q2 10 ................................................ 3

Exhibit 2: Global Base Station Infrastructure Contracts, Q2 09 Q2 10 ................................................ 5
Exhibit 3: Map of Global Base Station Infrastructure Contracts by Region, Q2 2010................................ 5
Exhibit 4: Global Base Station Infrastructure Contracts by Region, Q2 2010 .......................................... 6
Exhibit 5: Global Base Station Infrastructure Contracts by OEM, Q2 2010 ............................................. 6
Exhibit 6: Global Base Station Infrastructure Contracts by Air Interface, Q2 2010 .................................. 7
Exhibit 7: Global Base Station Infrastructure Contracts by Technology Generation, Q2 2010 ................... 7
Exhibit 8: Global Base Station Infrastructure Contracts by WCDMA/HSPA/HSPA+/TD-SCDMA Technology,
Q2 2010 ....................................................................................................................................... 8
Exhibit 9: Global WCDMA/HSPA/HSPA+ Base Station Infrastructure Contracts by OEM, Q2 2010 ............. 8
Exhibit 10: Global Base Station Infrastructure Contracts by CDMA2000 Technology, Q2 2010.................. 9
Exhibit 11: Global Base Station CDMA2000 Infrastructure Contracts by OEM, Q2 2010 ........................... 9
Exhibit 12: Alcatel-Lucent Global Base Station Contracts by Air Interface, Q2 2010 .............................. 12
Exhibit 13: Alcatel-Lucent Global Base Station Contracts by Region, Q2 2010...................................... 13
Exhibit 14: Ericsson Global Base Station Contracts by Air Interface, Q2 2010 ...................................... 14
Exhibit 15: Ericsson Global Base Station Contracts by Region, Q2 2010 .............................................. 15
Exhibit 16: Huawei Global Base Station Contracts by Air Interface, Q2 2010 ....................................... 16
Exhibit 17: Huawei Global Base Station Contracts by Region, Q2 2010 ............................................... 17
Exhibit 18: Nokia Siemens Networks Global Base Station Contracts by Air Interface, Q2 2010 ............... 19
Exhibit 19: Nokia Siemens Networks Global Base Station Contracts by Region, Q2 2010 ....................... 20
Exhibit 20: ZTE Global Base Station Contracts by Air Interface, Q2 2010 ............................................ 21
Exhibit 21: ZTE Global Base Station Contracts by Region, Q2 2010 .................................................... 22
Exhibit 22: Global Base Station Infrastructure Contracts by Region, Q2 2010 ...................................... 23
Exhibit 23: Africa/Middle East Contract Awards, Q2 2010 .................................................................. 24
Exhibit 24: Africa Contract Awards by OEM, Q2 2010 ....................................................................... 25
Exhibit 25: Africa Contract Awards by Air Interface, Q2 2010 ............................................................ 25
Exhibit 26: Middle East Contract Awards by OEM, Q2 2010 ............................................................... 26
Exhibit 27: Middle East Contract Awards by Air Interface, Q2 2010 .................................................... 26
Exhibit 28: North/Latin America & Caribbean Contract Awards, Q2 2010............................................. 27
Exhibit 29: North America Contract Awards by Air Interface, Q2 2010 ................................................ 28
Exhibit 30: North America Contract Awards by OEM, Q2 2010 ........................................................... 29
Exhibit 31: Latin America & Caribbean Contract Awards by Air Interface, Q2 2010 ............................... 29
Exhibit 32: Latin America & Caribbean Contract Awards by OEM, Q2 2010 .......................................... 30
Exhibit 33: Asia Pacific Contract Awards by Country, Q2 2010 ........................................................... 31
Exhibit 34: Asia Pacific Contract Awards by Air Interface, Q2 2010..................................................... 32
Exhibit 35: Asia Pacific Contract Awards by OEM, Q2 2010 ................................................................ 32
Exhibit 36: Western/Eastern Europe Contract Awards, Q2 2010 ......................................................... 34
Exhibit 37: Western Europe Contract Awards by Air Interface, Q2 2010 .............................................. 35
Exhibit 38: Western Europe Contract Awards by OEM, Q2 2010 ......................................................... 35
Exhibit 39: Eastern Europe Contract Awards by Air Interface, Q2 2010 ............................................... 36
Exhibit 40: Eastern Europe Contract Awards by OEM, Q2 2010 .......................................................... 36

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EXECUTIVE SUMMARY
Second quarter contracts totaled 99, up from 46 in the first quarter of 2010 and up
from 82 in Q2 2009. Total contacts include both new and extension contracts for the
major wireless infrastructure OEMs.
Exhibit 1: Global Base Station Infrastructure Contracts, Q2 09 Q2 10
120

100

80

60

40

20

0
Q2 09

Q3 09

Q4 09

Q1 10

Q2 10

Source: EJL Wireless Research LLC Estimates (October 2010)

#1 Region for Q2 10:

Asia Pacific (32 contracts)

#1 Country for Q2 10:

China (9 contracts)

#1 OEM for Q2 10:

Huawei Technologies (44 contracts)

#1 Mobile Operator for Q2 10:

million)

Mobile Broadband Network Ltd. (USD $619

Major contracts with dollar values during the quarter include:

Mobile Broadband Network Ltd. WCDA/HSPA $619 million to Nokia Siemens
Networks
Wireless infrastructure market activity in Q2 was dominated by India for both the 3G
auctions and the subsequent Chinese OEM embargo that then expanded to
encompass the entire telecom industry. All shipments into India in Q2 were
essentially halted due to security concerns by the Indian military and government.

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Research Methodology
We have gathered data through exhaustive checks of official press releases as well
as third party news sources to compile a database for all wireless base station
contracts within the quarter specified.
In the situation where multiple technologies (2G and 3G) were awarded from a
mobile operator (i.e. GSM/WCDMA or CDMA2000 1xRTT/EVDO) we have split this out
as two separate contracts for the OEM. However, for the situation involving the
combination of WCDMA/HSPA technologies, we have kept this as a single contract for
the OEM.
We note that while some contracts are signed by the OEMs, they may not be
permitted to publicly state who, what technology and how much these contracts are
for. In such cases, we have not included these contracts into our analysis. But for
specific OEMs, we have also included analysis of BTS contracts that were not publicly
stated in order to provide additional insight into the volume of activity being
generated during the quarter.
We define wireless base station contracts as those relating to cellular/PCS
technologies covering all air interface technologies, frequency bands, and technology
generation. We are NOT including any analysis on WiMAX technologies in this report.
This report does not cover contracts involving only core network equipment relating
to the mobile network but does include contracts covering both the core plus radio
access network (RAN) as well as HSPA upgrades.

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