
Dell’Oro Group Forecasts Modest Growth in Mobile Infrastructure
WCDMA Drives Growth, GSM to Decline, CDMA becomes Cyclical
Redwood Shores, Calif. – February 02,
2006 – In a newly released report, Dell’Oro Group forecasts that the
mobility infrastructure equipment market will grow 3 percent in 2006 to $41.8
billion, and that the market will continue to grow in the low single-digits
through 2010. Subscriber growth should continue to fuel infrastructure investments
in developing regions through 2010. In developed regions, where subscriber
penetration rates are high, average revenue per user (ARPU) growth will come
primarily from voice usage and data services, which will be key in sustaining
infrastructure investments and driving upgrades to high-speed data capabilities
like HSDPA and CDMA-1X-EV-DO.
"While subscriber growth remains strong,
especially in developing regions, the revenue opportunity for the infrastructure
vendors appears to be more muted as the market moves from coverage driven
investments to more incremental capacity spending," commented Greg Collins,
Senior Director of Mobile Infrastructure research at Dell’Oro Group. "We forecast
that increases in WCDMA revenues will more than slightly offset declines in
GSM-based infrastructure. The CDMA market has matured such that it is prone
to the ups and downs of upgrade cycles, but should see modest growth through
the scope of our forecast," Collins added.
About the Report
The Dell’Oro Group Mobility Infrastructure
5-Year Forecast Report offers complete, in-depth coverage of the market
with tables covering revenue, units, transceivers or RF carriers, and
price forecasts for Base Station Controllers, Base Transceiver Stations,
and Mobile Switching Centers for GSM/GPRS/EDGE, CDMA, TDMA, and WCDMA.
About Dell’Oro Group
As the trusted source for market information
about the networking and telecommunications industries, Dell’Oro
Group provides in-depth, objective research and analysis that enables
component manufacturers, equipment vendors, and investment firms to make
fact-based, strategic decisions. For more information, contact Dell’Oro
Group at +1.650.622.9400 or visit www.delloro.com.
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