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WiMAX Poised for Portable Broadband Success SEQUANS Silicon to Power New WiMAX CPE & Devices in 2010 | WiMAX Company Directory the WiMAXguide VOICE TO THE MAX: Why VoIP WiMax.com Asks is the Winning Q&A with industry thought-leaders Application PCTEL Proxim Wireless Vecima Networks GCT Semiconductors Aptilo Networks Aricent Wi Max.com Wi MAX360 with leading industry support from: CONTENTSWiMax.com - The WiMAX Guide - 2010 edition INDUSTRY INSIGHT COMPANY State of the Industry p5 WiMax.com Editor & President, Carl Townsend, offers his DIRECTORY opinion on the state of the overall industry. Antennas p19 PCTEL|Phazar Antennas|ZDA Comm WiMAX Poised for Portable Billling Solutions p20 Broadband Success p7 Aradial|FTS Software Bolstered by an improving economy and a more suitable marketing plan, global WiMAX subscriptions are expected Consulting/Research p21 to grow ARCchart|Maravedis|Sidecut Reports Yankee Group SEQUANS Silicon to Power New Distributors p24 WiMAX CPE & Devices in 2010 p10 Hutton Communications WiMax.com talks with SEQUANS’ Vice President of Business Development, Craig Miller, to discuss how the company is Equipment p25 ready for the onslaught of 4G mobile Internet gadgets. Airspan|Alvarion|Axxcelera Cisco | Green Packet|Proxim Voice to the MAX: Samsung|Vecima Why VoIP is the Winning App p13 While most operators focus on the broader residen- RF Planning/ tial voice market, there are opportunities for higher Network Design p30 ARPUs. EDX Wireless Semiconductors p30 Getting Connected GCT Semiconductors|SEQUANS WiMAX Devices Current Outlook p14 Software Solutions p32 Greater personal productivity & expanded workgroup Aptilo Networks|Bridgewater Systems access are just a couple things adding value to the Green Packet WiMAX end-user device market. System Integrators p35 Taiwan WiMAX Manufacturers: Aricent|GEKA Telecom Challenges & Opportunities in 2010 p15 Testing Solutions p36 Taiwanese manufacturers accounted for 55% of Berkeley Varitronics|Gambit Comm world-wide WiMAX CPE shipment volume, highlighting Taiwan’s importance in the global WiMAX industry. WirelessLogix Five key issues face this group in 2010. VoIP Solutions p38 Alianza WiMax.com The WiMAX Guide 2010 edition C M Y CM MY CY CMY K Editor’s Letter WiMAX vs. LTE: Which Technology Will Win? Okay, now that I have your attention…. in mobile data, operators must move quickly to more spectrally ef- ficient OFDM based, all IP technologies such as WiMAX and LTE. While comparisons between the two So where is WiMAX today? Currently there are over 500 WiMAX technologies make for good headlines and deployments in 145 countries. US operator Clearwire is providing undoubtedly help sell analyst reports, the service in over 28 markets and plans to cover 120 million people in on-going debate has been much overblown 2010 with the launch of additional markets including New York City, and increasingly less relevant. As with other Los Angeles and the San Francisco Bay area. Other major WiMAX standards “battles” such as HD-DVD vs. Blu- deployments include UQ Communications in Japan, Packet One in ray, much of the debate is politically charged Malaysia and Imagine Broadband in Ireland. According the WiMAX - which each side trying to win influence Forum, WiMAX is on track to cover more than 800 million people by based on the technology path has chosen or where a vendor has in- the end of 2010 and 1 billion by 2011. vested their IPR. On the device front, there are now over 180 devices that are While the two standards share much of the same DNA from a WiMAX Forum™ certified and hundreds more that have been an- technological perspective, that is where the similarities end. In fact nounced or are commercially available. Embedded WiMAX is now for most operators, the decision on whether to choose WiMAX or available on over 40 notebook and netbook computers. Intel has LTE has already largely been made for them based on the type of begun shipping its “Kilmer Peak” wireless chipsets that supports spectrum owned, their respective business models, support for legacy multiple WiMAX spectrum profiles in the 2.3GHz, 2.5GHz and 3.5GHz systems, etc. And despite aggressive timelines announced by Verizon bands for notebook PCs and will provide the ability for Global roam- and others, most LTE networks will not be widely deployed until 2011. ing across different WiMAX networks But to really understand WiMAX, you must first examine the dif- While recent deployments are encouraging, there are significant ferent ways the technology is being used. While broad generaliza- challenges ahead, and the biggest continues to be access to spec- tions are often made about WiMAX, there are actually several differ- trum. In India, after much delay, auctions for WIMAX/BWA spectrum ent flavors with regards to spectrum profiles, business models and are planned for May 2010. The regulatory environment continues to devices. In its initial development, WiMAX was designed as a fixed be a challenge in Asia, Latin American and Europe where strong cel- wireless broadband technology and in that role has become the un- lular incumbents look to protect their interests. disputed leader - providing wireless DSL type services without the But given global single digit broadband penetration, the oppor- prohibitive cost of digging up streets and putting in copper and fi- tunities are enormous and the impact of internet access to improve ber. WiMAX has become the technology of choice for backhauling people’s lives has been well proven. With the global financial climate traffic from Wi-FI hotspots and for applications such as remote video improving, the time to deploy is now… and for many that technol- surveillance and traffic monitoring. With its performance, availability ogy is WiMAX. and wide ecosystem of products and vendors, WiMAX has also fea- tured prominently in the rural broadband stimulus programs in the Best Regards, US (see featured section). While fixed type applications provide sizeable opportunities by themselves, the real excitement and tremendous growth potential is with portable and mobile applications - being able to take your broadband experience with you where ever you go. Thanks in large part to the iPhone and other smart phone devices, demand for mo- Carl Townsend bile data is increasing exponentially and putting strains on operator’s President & Editor, WiMax.com current 3G data networks. In order to keep up with the tidal-wave Carl Townsend, President & Editor Contributors: [email protected], Tel: 512.522.3055 Alan Weissberger, WiMAX360 Moderator Wi Max.com Michael Wolleben, Operations Paul Kaputska, Sidecut Reports [email protected], Tel: 512.470.9045 Adlane Fellah, Maravedis BWA Monica Paolini, Senza Fili Consulting Kevin Dilley, Editorial Director Robb Henshaw, Proxim Wireless [email protected], Tel: 512.522.3055 Scott Bell, Alianza Inc. Yankee Group WiMax.com The WiMAX Guide 2010 edition |5| Industry Insight WiMAX Poised for Portable Broadband Success Bolstered by an improving economy and a more suitable mar- keting plan, global WiMAX subscriptions are expected to grow from 3.9 million today to 92.3 million in 2015. trast, are available over wide coverage however, shine in green-field fixed and areas and support continuous connec- portable broadband applications—a Dr. Philip Marshall tivity at vehicular speeds. For the most market it is just now beginning to ad- Yankee Group part, WiMAX and portable broadband dress in earnest. While we assume the are best suited to unserved and under- mobile broadband market will be domi- served markets, whereas 3G and ad- nated by technologies like HSPA, HSPA+ vanced 3G technologies tend to flourish and LTE, the portable broadband mar- What happens when you take a in the mobile broadband arena, where ket—an area of rapid growth especially strong wireless technology like WiMAX, legacy technologies abound. in emerging EMEA markets like Cen- introduce it with great fanfare and then But when WiMAX first hit the scene tral and Eastern Europe and Africa—is slam it with a poor economy, slow spec- in 2004, its primary aim was to disrupt WiMAX’s for the taking. trum licensing and incorrect position- the mobile broadband market, which Over the next few years, as the gat- ing in the marketplace? Just exactly had a less-than-stellar track record, es- ing factors begin to ease, Yankee Group what happened to WiMAX worldwide W pecially in terms of price, performance believes WiMAX is poised to take off. In over the past year or so. and reliability. Since then, however, the fact, we forecast that WiMAX subscrip- Previously, Yankee Group forecast mobile broadband industry has pulled tions will grow from 3.9 million today to that in 2008, global WiMAX subscrip- its act together and accelerated the de- 92.3 million in 2015, a CAGR of 69 per- tions would hit 3.8 million. In real- velopment of 3G, HSPA, HSPA+ and LTE. cent (see Exhibit 1). ity, that number was not reached un- Now, with its 3G competitors in more of til year-end 2009, primarily because a position of strength technology-wise, Some Like It Mobile WiMAX had been hit with a veritable WiMAX has less of a story to tell—and While the lion’s share of WiMAX’s tsunami of constraints. In addition to a less of a compelling business opportu- predicted increases will happen in the deep, worldwide economic recession nity—in the mobile broadband space. portable broadband segment, there are and the collapse of the credit markets, The fact is WiMAX isn’t especially notable exceptions to the rule. For ex- WiMAX last year faced slower-than-ex- suited to mobile broadband. Its high- ample, service providers in the U.S. (in pected spectrum licensing, especially performance radio technology and addition to Japan and Korea) are taking in areas with huge subscriber potential end-to-end all-IP architecture does, a relatively aggressive stance targeting like India and Indonesia.