| 1 Overall Market View |
1 |
| 1.1 Development in China for 2G3GBeyond |
1 |
| 1.1.1 Scenarios |
1 |
| 1.1.1.1 Regulation policy and frequency allocation |
1 |
| 1.1.1.2 China GSM market overview . |
2 |
| 1.1.1.3 China CDMA market overview . |
3 |
| 1.1.1.4 3G license releasing . |
4 |
| 1.1.2 Relationship between WiMAX and 3G . |
6 |
| 1.1.3 Potential penetration of next generation technologies |
7 |
| 1.1.3.1 TD-SCDMA |
7 |
| 1.1.3.2 EV-DO |
8 |
| 1.1.3.3 WCDMA |
8 |
| 1.2 Current Status |
9 |
| 1.2.1 Relative market for fixed compared to mobile broadband |
9 |
| 1.2.1.1 Fixed broadband market overview |
9 |
| 1.2.1.2 Mobile broadband market overview . |
13 |
| 1.2.2 Backbone networks |
23 |
| 1.2.2.1 Maturity and capacity of existing backhaul |
23 |
| 1.2.2.2 Importance of wired vs. wireless backhaul |
23 |
| 1.2.2.3 WiMAX usage for backhaul . |
24 |
| 1.2.2.4 Other wireless backhaul technologies . |
24 |
| |
|
| 2 Beyond 2G |
25 |
| 2.1 WCDMA & CDMA2000 1x EV-DO . |
25 |
| 2.2 TD-SCDMA . |
27 |
| 2.3 WiMAX |
32 |
| 2.3.1 Technology Evolution and Spectrum allocation . |
32 |
| 2.3.2 Government attitude towards WiMAX |
33 |
| 2.3.3 WiMAX Deployments and Trial Networks |
35 |
| 2.3.3.1 China Mobile's Trial WiMAX Networks |
36 |
| 2.3.3.2 China Telecom's Trial WIMAX Networks |
37 |
| 2.3.3.3 China Netcom's Trial WIMAX Networks . |
38 |
| 2.3.3.4 China Unicom's Trial WIMAX Networks . |
39 |
| |
|
| 3 WiMAX Vendors |
40 |
| 3.1 Huawei . |
40 |
| 3.1.1 Huawei Overview |
40 |
| 3.1.2 Huawei’s Products . |
40 |
| 3.1.3 Huawei’s trial networks deployment |
45 |
| 3.1.4 Huawei WiMAX R&D Centre Distribution . |
46 |
| 3.1.5 Huawei WiMAX Strategy . |
46 |
| 3.2 ZTE |
47 |
| 3.2.1 ZTE Overview . |
47 |
| 3.2.2 ZTE’s Products |
47 |
| 3.2.3 ZTE’s trial networks deployment |
50 |
| 3.2.4 ZTE WiMAX R&D Centre Distribution |
51 |
| 3.2.5 ZTE WiMAX Strategy |
51 |
| 3.3 Alcatel Lucent . |
52 |
| 3.3.1 Alcatel Lucent Overview |
52 |
| 3.3.2 Alcatel Lucent’s Products |
52 |
| 3.3.3 Alcatel Lucent’s trial networks deployment . |
55 |
| 3.3.4 Alcatel Lucent WiMAX R&D Centre Distribution |
56 |
| 3.3.5 Alcatel Lucent’s WiMAX Strategy |
56 |
| 3.4 Motorola . |
57 |
| 3.4.1 Motorola Overview |
57 |
| 3.4.2 Motorola’s Products . |
58 |
| 3.4.3 Motorola’s trial networks deployment . |
60 |
| 3.4.4 Motorola WiMAX R&D Centre Distribution |
61 |
| 3.4.5 Motorola WiMAX Strategy |
61 |
| 3.5 Nortel |
62 |
| 3.5.1 Nortel Overview . |
62 |
| 3.5.2 Nortel’s Products |
62 |
| 3.5.3 Nortel’s trial networks deployment |
63 |
| 3.5.4 Nortel WiMAX R&D Centre Distribution |
64 |
| 3.5.5 Nortel WiMAX Strategy . |
64 |
| 3.6 UTStarcom |
64 |
| 3.6.1 UTStarcom Overview |
64 |
| 3.6.2 UTStarcom’s Products . |
65 |
| 3.6.3 UTStarcom’s trial network deployment . |
67 |
| 3.6.4 UTStarcom WiMAX R&D Centre Distribution . |
67 |
| 3.6.5 UTStarcom’s WiMAX Strategy |
67 |
| |
|
| 4 Base Station Antenna Ecosystem |
69 |
| 4.1 China base station antenna market overview . |
69 |
| 4.2 Antenna central bidding analysis |
69 |
| 4.3 Value Chain and Competitive Landscape . |
72 |
| 4.4 Major Chinese Players . |
73 |
| 4.4.1 Product Portfolio |
75 |
| |
|
| List of Figures |
|
| Fig 1.1 3G Frequency Allocation in China . |
2 |
| Fig 1.2 China GSM subscribers (2004-2007) Unit: million |
3 |
| Fig 1.3 China Unicom CDMA subscribers (2004-2007) Unit: million . |
4 |
| Fig 1.4 China telecom market regrouping solution . |
5 |
| Fig 1.5 The Comparison with 3G Technologies |
6 |
| Fig 1.6 China’s Forecasted TD-SCDMA Market Size |
7 |
| Fig 1.7 China Unicom’s Forecasted WCDMA and EV-DO subscribers |
9 |
| Fig 1.8 China’s Internet user forecast . |
10 |
| Fig 1.9 Internet subscriber breakdown by access method |
11 |
| Fig 1.10 China Telecom Broadband CAPEX (2005-2007) Unit: billion RMB |
12 |
| Fig 1.11 Mobile subscriber forecast . |
13 |
| Fig 1.12 The development of China’s WiFi market |
15 |
| Fig 1.13 China 3.5GHz bidding result |
19 |
| Fig 1.14 SCDMA standard evolution |
21 |
| Fig 1.15 McWiLL trial network distribution |
22 |
| Fig 1.16 WiMAX Usage for backhaul |
24 |
| Fig 1.17 Comparison of Wireless backhaul technologies |
25 |
| Fig 2.1 China WCDMA trial networks market share by operator (end of 2005) |
26 |
| Fig 2.2 China Unicom EV-DO Phase 1 trial network distribution |
26 |
| Fig 2.3 Schedule of First- and Second-Stage TD-SCDMA Trials |
28 |
| Fig 2.4 Schedule of TD-SCDMA Massive Network Technology Application Trials . |
29 |
| Fig 2.5 Trial Networks for TD-SCDMA Mass Network Technology Application Trials . |
29 |
| Fig 2.6 Market share of TD-SCDMA Bidding radio part by city (based on TRx) . |
30 |
| Fig 2.7 Market share of TD-SCDMA Bidding by vendor (based on TRx) . |
32 |
| Fig 2.8 WiMAX Standard Evolution . |
32 |
| Fig 2.9 Key Departments for WiMAX license releasing . |
34 |
| Fig 2.10 China Mobile’s 802.16d trial networks |
36 |
| Fig 2.11 WiMAX 802.16e trial networks |
37 |
| Fig 2.12 China Telecom’s WiMAX trial networks |
37 |
| Fig 2.13 China Netcom’s WiMAX trial networks |
38 |
| Fig 2.14 China Unicom’s WiMAX trial networks |
39 |
| Fig 3.1 Huawei’s WiMAX product R&D roadmap |
41 |
| Fig 3.2 Huawei WA5700 Modular BS . |
42 |
| Fig 3.3 Huawei WA5700 key features |
42 |
| Fig 3.4 Huawei CPE Roadmap |
43 |
| Fig 3.5 Huawei TA2X0 key features . |
43 |
| Fig 3.6 Huawei BTS 3703 base station |
44 |
| Fig 3.7 Huawei BTS 3703 key features |
44 |
| Fig 3.8 Huawei CPE products . |
44 |
| Fig 3.9 Huawei CPE products key features |
45 |
| Fig 3.10 Huawei’s WiMAX 802.16e trial networks |
45 |
| Fig 3.11 Huawei WiMAX R&D Centre Distribution |
46 |
| Fig 3.12 ZTE WiMAX product R&D roadmap |
48 |
| Fig 3.15 ZTE 802.16e Aglie BTS system key features . |
48 |
| Fig 3.16 ZTE 802.16e AGW key features |
49 |
| Fig 3.17 ZTE 802.16e Base Station Controller key features |
50 |
| Fig 3.18 ZTE’s WiMAX trial networks. |
50 |
| Fig 3.19 ZTE WiMAX R&D Centre Distribution |
51 |
| Fig 3.20 Alcatel Lucent’s WiMAX product R&D roadmap |
53 |
| Fig 3.21 Alcatel Lucent’s 802.16d CPE characteristic |
54 |
| Fig 3.22 Alcatel Lucent’s 802.16e roadmap . |
55 |
| Fig 3.23 Alcatel Lucent’s WiMAX trial networks |
55 |
| Fig 3.24 Alcatel Lucent WiMAX R&D Centre Distribution . |
56 |
| Fig 3.25 Motorola WiMAX Network-Physical View . |
58 |
| Fig 3.26 Motorola WiMAX Access Point’s Parameter |
58 |
| Fig 3.27 Motorola WiMAX CPE Portfolios |
60 |
| Fig 3.28 Motorola WiMAX Commercial and Trial Networks |
60 |
| Fig 3.29 Motorola WiMAX R&D Centre Distribution . |
61 |
| Fig 3.30 Nortel’s WiMAX successes . |
62 |
| Fig 3.31 Nortel WiMAX Products Roadmap |
63 |
| Fig 3.32 Nortel WiMAX Commercial and Trial Networks . |
63 |
| Fig 3.33 Nortel WiMAX R&D Centre Distribution |
64 |
| Fig 3.34 UTStarcom’s WiMAX product R&D roadmap |
65 |
| Fig 3.35 UTStarcom ODU9000/BS9006 base station . |
66 |
| Fig 3.36 UTStarcom Base Station key features |
66 |
| Fig 3.37 UTStarcom CPE products |
66 |
| Fig 3.38 UTStarcom ASN-GW key features |
67 |
| Fig 3.39 UTStarcom WiMAX R&D Centre Distribution |
67 |
| Fig 4.1 Y2005 China Mobile Antenna Central Bidding . |
70 |
| Fig 4.2 Y2006 China Mobile Antenna Central Bidding (by sequence) |
71 |
| Fig 4.3 Y2007 China Mobile Antenna Central Bidding (by sequency) |
71 |
| Fig 4.4 Y2007 China Unicom Antenna Central Bidding (by sequence) . |
72 |
| Fig 4.5 Major Antenna Vendors in China |
73 |
| Fig 4.6 Main Customers for Major Antenna Vendors in China |
74 |
| Fig 1.7 Main Antenna Products by Vendor |
75 |