- 2014年第1四半期の世界的なマクロセル2G/3G/4G移動体通信インフラ市場は107億ドルとなり、前四半期から2%の減少となったが、中国、ヨーロッパ、中東、およびラテンアメリカにおける強力なLTE導入に牽引され、前年同期比11%増となった。
- 2014年第1四半期において、E-UTRANは前四半期比25%増および前年同期比81%増となる一方で、EPCは前四半期比77%増および前年同期比129%増となった。
- 2G/3G/4G移動体通信インフラ市場でのベンダー上位5社は、アルファベット順に、Alcatel-Lucent, Ericsson, Huawei, Nokia, ZTEとなっている。
- 中国のベンダーは、China MobileとChina Telecomが大規模なLTE導入を進めている国内市場から相当な後押しを得た。
- Infoneticsは、LTEの機器市場が2013年から2018年まで年率1%で成長し、140億ドル市場になると予測している。
- 世界的な2G/3G/4Gのソフトウエア収入は、5年間(2013年から2018年まで)に年率8.7%で成長すると予想されている。
Evolved packet core market more than doubles in 1Q14, offsetting 2G/3G skid Campbell, CALIFORNIA, June 2, 2014-Market research firm Infonetics Research released excerpts from its 1st quarter 2014 (1Q14) 2G, 3G, LTE Mobile Infrastructure and Subscribers report, which tracks 2G, 3G, and LTE network equipment, software, and subscribers. ANALYST NOTE "In the first quarter of 2014, LTE almost fully offset the abyssal decline of 2G and 3G and was characterized by an interesting dynamic: the tremendous growth of the evolved packet core (EPC) and E-UTRAN," reports Stéphane Téral, principal analyst for mobile infrastructure and carrier economics at Infonetics Research. "E-UTRAN was driven by the ongoing second wave of fresh LTE rollouts, and EPC was fueled by first-wave LTE adopters' core capacity upgrades." MOBILE INFRASTRUCTURE MARKET HIGHLIGHTS
- The global macrocell 2G/3G/4G mobile infrastructure market totaled $10.7 billion in 1Q14, down 2% sequentially, but up 11% from 1Q13, driven by strong LTE rollouts in China, Europe, the Middle East, and Latin America
- In 1Q14, EPC grew 77% quarter-over-quarter and 129% year-over-year, while E-UTRAN rose 25% sequentially and 81% from a year ago
- The top 5 vendors in the 2G/3G/4G mobile infrastructure space are, in alphabetical order, Alcatel-Lucent, Ericsson, Huawei, Nokia, and ZTE
- The Chinese vendors got a serious boost from their home market where China Mobile and China Telecom are undergoing massive LTE rollouts
- Infonetics forecasts the global LTE equipment market to grow at a 1% compound annual growth rate (CAGR) from 2013 to 2018, when it will total $14 billion
- Global 2G/3G/4G software revenue is expected to grow at a 5-year (2013-2018) CAGR of 8.7%