5-wagner ferreira . 10-40 preso/… · • 5.76m pd/ rl peak data rates (mobile) • bkwd comp...

CDMA2000 1xEV-DO

Lucent Technologies – Proprietary

Use pursuant to company instruction

US Virgin Isle

Argentina

AngolaAngolaCongo

Nigeria

Zambia

Egypt

IsraelIsrael

Mauritius

Chile

Peru

Ecuador

Colombia

Guatemala

Mexico

Uruguay

Mongolia

China

Australia

New Zealand

Indonesia

Japan

S Korea

TaiwanHong Kong

Viet Nam

Thailand

CambodiaGuam

Philippines

Malaysia

El Salvador

Panama

HaitiJamaica

Dominican Rep

Bermuda

Puerto Rico

Venezuela

Fiji

Nicaragua

China

Australia

Canada

Russia

China

India

Australia

Bangladesh

EgyptEgypt

Kazakhstan

Pakistan

AlgeriaAlgeria

EthiopiaEthiopia

Portugal

UkraineUkraine

RomaniaRomania

BelarusBelarus

PolandPoland

GeorgiaGeorgia

Kyrgyzstan

Myanmar

Belize

Czech RepCzech Rep

USA

Brazil

Uzbekistan

MoldovaMoldova

Yemen

KenyaKenya

Honduras Kuwait

FinlandFinland

LatviaLatvia

Azerbaijan

Laos

Nepal

Saudi Arabia

UgandaUganda

Sources: www.cdg.com, www.3gtoday.com, www.3G.co.uk Jan 05

CDMA2000 Worldwide

22ndnd Generation (Generation (cdmaOnecdmaOne))33rdrd Generation (CDMA2000 1X)Generation (CDMA2000 1X)

33rdrd Generation (1xEVGeneration (1xEV--DO)DO)

KEY



2008+2007200620052004200320022001200019991998199719961995

3G Evolution

• 114k PD• Bkwd Comp

GPRS

• 114k PD• Bkwd Comp

EDGE

• 384k PDCDMA2000

1X

• Voice• 153k PD• Bkwd Comp

cdmaOneIS-95-A

• Voice• 14.4k CSD & PD

• Voice• 9.6k CSD


TDMAGSM



E-DCH

• 5.76M PD/ RL• Bkwd Comp

Peak

Dat

a R

ates

(Mob

ile)

Sources: AT&T Wireless, SKT, Cingular, Samsung, Nokia, NTT DoCoMo, Qualcomm

1xEV-DORev 0

• 2.4M PD/FL• Bkwd Comp

1xEV-DORev A

• 3.1M PD/FL• 1.8M PD/RL• Bkwd Comp

W-CDMA

• Voice• 2M PD• New RF

HSDPA

• 14.4M PD/FL• Bkwd Comp

1xEV-DORev B/C

Rev C

Rev B• 4.9Mbps• 73.5M PD/FL• 27M PD/RL



1xEV-DO Rev 0 Benefits

Improved support for real-time packet applications, including Internet access,

Email, etc.

Leverages advanced all-IP architectures for improved

performance and deployment flexibility

Enhanced capabilities to enable service flexibility and

new revenue generating features

• Fastest 3G Forward Link– Airlink drives FL data rates to 2.4Mbps– Time Division Multiplexing optimizes performance in good

channel conditions

• Reverse Link at 1X Speeds– Up to 153.6 kbps data rate– Soft hand Off– Optimized for packet Data

• Supports needs Identified – Addresses Pent Up Demand– Offers Major Productivity Improvements with Short ROI– Most Viable HSD Option Available Today

• Worldwide Deployments



Leverages advanced all-IP architectures to further

improve performance and deployment flexibility

1xEV-DO Rev A Benefits

Improved support for real-time packet applications, including VoIP, Gaming,

Push-to-Speak

Enhanced capabilities to enable service flexibility and

new revenue generating features

• Improved Forward Link– Larger payloads drive data rates to 3.1Mbps

• Improved Reverse Link– Up to 1.8 Mbps data rate

• QoS– Inter-User – Priority by User– Intra-User – Priority by Application– Requirements for VoIP/PTT applications

• Broadcast/ Multicast (BC-MCS)– Multimedia content to multiple users



Rev B• FL and RL Multi-carrier Operation

– Granularly aggregates multiple 1.25 MHz carriers (e.g., 2x, 5x ....x15 carriers)

• Higher FL peak rate per carrier– Up to 4.9Mbps per 1.25MHz carrier (64-QAM) and larger payload sizes – Improved Range for RL High Rates

• Flexible Duplexing between FL and RL Carriers– Allows RL frequency be associated with unpaired downlink (e.g. PCS uplink and MMDS downlink)

Rev B & C standard features

Rev C: Next Generation Multimedia• Higher Peak Data Rates and System Capacity

– Target peak data rates range from 70 Mbps to 200 Mbps, depending on mobility, for the FL and 30 Mbps to 45 Mbps for the RL

– Application layer throughput 60/30 Mbps DL/UL

• Higher spectral efficiency (e.g., hot spots)• Support for bandwidth allocations up to 20 MHz in 1.25 MHz blocks• Decrease terminal power consumption and improve battery life



Mobility Industry Opportunities• 3G technology enables low-cost, high-volume voice

– Helps improve profitability of traditional revenue stream– Investment protection, equipment reuse and cost effective growth

• 1xEV-DO mobile data offers new, untapped revenue source– Substantial demand among businesses



Finding Opportunities

24 hours7days a week

Morning Rush - IPTV

8:30 a.m. –Telematics;

Coupon Delivery

12 p.m.

12 a.m.

In the Office –Fixed Broadband /

Wireless Broadband

In the Office –VoIP

Out of the Office –VoWiFi

Lunch Hour –Teen Tracker

While you sleep –Home Monitoring

Evening at home –IPTV, Music on Line,

VoIP, Subscriber-created content

SP can provide services ‘round the clock;Web Providers deliver services only when the user is logged in and

watching the screen

Capture 24 Hours of the Subscriber’s Day with a converged network



We identified 28 generic IP-based advanced data applications that can be grouped into five different categories

Next Generation Telephony

Next Generation Telephony

Next Generation Messaging

Next Generation Messaging

Conference/ CollaborationConference/

Collaboration Content DeliveryContent Delivery

• Applications:1. Residential

Services

2. IP Centrex

3. Toll /Transit

4. VoIP VPN

5. W/W Converged

6. Video Telephony

7. IP Call Center

• Applications:1. Voice Mail

2. Unified Messaging

3. Video Mail

4. SMS

5. MMS -Multimedia Messaging Service

6. Anti Spam

7. Anti Virus

• Applications:1. Conferencing

(VoIP, Video, Web)

2. Push-to-Services

3. Instant Messaging

4. Video Instant Messaging

• Applications:1. Custom

Communica-tions (Ring Back, Ring Tones, Custom Graphics)

2. Multi-Cast/Broadcast Services

3. Video-on-Demand IP Video

4. Personal Information Services

5. Voice Information Apps (VXML)

IP-base Advanced Data Applications

Source : Market Information, Operators Websites, Lucent Internal Expertise, Lucent Network Business Consulting analysis

Emerging ApplicationsEmerging

Applications

• Applications:1. Mobile

Commerce

2. Location & Presence-Based Services

3. Business Productivity

4. Personal Productivity

5. Interactive Gaming



Five applications reached high attractiveness levels, considering both business and consumer segments

-

0,50

1,00

1,50

2,00

2,50

0% 20% 40% 60% 80% 100% 120%Applications Penetration (% Users in Addressable Market)

Inte

nded

Ave

rage

Spe

nd p

er U

ser p

er M

onth

($

)

Unified Messaging

MMS

Conferencing

Video Mail

Video Telephony

Multimedia ContentIP-Video-on-Demand

Push To Services

Location/ PresenceIP CentrexVoIP VPN

Attractiveness

Interactive Services

Note: Bubbles size represent s total expected revenues per application in 2009Source : Primary Market Survey, Lucent Network Business Consulting analysis

Attractiveness of Wireless Applications – 2.5/ 3G Business and Consumer Segments

Incremental Monthly ARPU from Advanced Applications would grow

from $1.21/ user in 2005 to $5.87/user in 2009

Incremental Monthly ARPU from Advanced Applications would grow

from $1.21/ user in 2005 to $5.87/user in 2009



Thank You



Bus

ines

s Va

lue

ofA

pplic

atio

ns

E-commerce

SynchronizationE-mail

InternetModeling

SimulationResearch

CRM

SFA SCM PTXERP

Source: Lucent & Boston University

What are the benefits of mobility?

Real TimeOrganization

What is the value of “Mobility”?(Location, images,

signatures . . .)

1st WaveCSD/1X

2nd WaveEV-DO

Alerts/Signals/SMS

Still Image Transfers

VPN Access

Database Access

Document Transfer

Low Quality Video

High Quality Video

2M384k144k56k28.8k14.4k9.6kSpeed, kbps

Anywhere, anytime, “on demand” access . . .



Channel 1Channel 1………….News Clips.News Clips…………..Music Videos..Music Videos……......

Channel 2Channel 2……...Movie Clips...Movie Clips……………….TV Shows.TV Shows………………....

Channel nChannel n…….Internet Radio.Internet Radio…………...Weather Channel...Weather Channel……....

BroadCast/Multicast Service• Delivers IP flows from BCMCS programs to one or more users in one or

more parts of the network.

• Multiple channels of content to multiple users simultaneouslyUser may select content based on pricing plans

• The operator has control of:• Which IP flows are delivered to which parts of the network & when

• Billing the user/content provider

• Encryption of the IP flows

• Using three orthogonal controls, the operator can generate a wide spectrum of services for their customer base.



3G Data Go-to-Market StrategyPhase 1Capture early adopters in the high-value enterprise marketMobile professional• Early adopters driven by productivity gains• Pent-up demand exists now• Mobile access to existing applications• Access via existing laptop PCs & PDAs using 3G

cards and Mobiles

Success factors• Time to market• Fast & reliable data throughput• Integrates WiFi Services• Security – mobile VPNs• Rapid subscriber provisioning• Deployment and M&S plan focused on

key vertical & horizontal markets

Business & Consumer - Voice & Data• 2G subscriber migrations and new adds driven by

service differentiation & price• Access via smart phone & PDA• Services & applications targeted at micro segments

Phase 2Expand portfolio to address mass-market voice & volume data

Success factors• Availability of inexpensive new terminals• Coverage & system availability• Compelling applications & content• Competitive price - low costs• Retail & advertising



Traditional businesses are moving quickly to commoditization, reaching maturity and even decline stages

Traditional Voice Business

Source: Pyramid Research estimates, Lucent Network Business Consulting analysis

Opportunities



Financial Considerations DSL / 1xEV-DO / 802.16



Common Assumptions for DSL & 1xEV-DO• 5 year cost analysis

• Networks are Greenfield

• Subs: 500 in Yr1 growing to 2100 in yr5

• Core Network exists

• Cost of CPE/PCMCIA: Yr1: $100

• OPEX does not include SG&A and non-network related OPEX



DSL Assumptions• CAPEX

– DSLAMs: Stinger FS & RT model RT Cabinet & Power: 15% Engineering & Installation ATM Gateway: PSAX2300Fiber cost: CO to RT transport (including trenching)

– ADSL maximum reach: 12,000ft

• OPEX

– Service Order: $40 per line; Loop Qualification & Truck Roll: $165 per line; Modem and Loop Provisioning: $85 per line

– Maintenance & Spare = 6% of Cumulative Equipment Capex

– Annual Local Loop Lease and Provisioning: $195 per line

• Traffic

– Throughput

Business Sub: 1.5mbps downstream, 768kbps upstream

Residential Sub: 768kbps downstream, 128kbps upstream – Overbooking ratio: business sub = 5:1; residential sub = 10:1



EVDO Assumptions• CAPEX

– Access: Base Stations (Mod-Cells) & Data Carriers

– Core: FMS, Concentrator Routers, OMP-FX, AAA servers, and PDSN

– Installation costs of $15K per Primary Base Station/Growth Cabinet

– Spares = 3% of cumulative Capex per year

• OPEX– T1 = $400 per month (2 T1 per Data Carrier)

– Maintenance = 12% of Cumulative Equipment Capex

– Site Lease = $1,640 per month per site

– Utilities = $3,600 per year

• Traffic– Sector carrier throughput: 850 kbps

– Usage per subscriber 277MB per month



EV-DO is a Viable Broadband Access Alternative to DSL

• EV-DO economics are a trade-off between usage, number of users, and end user throughput• EV-DO can serve as a substitute for ADSL for most end user applications and offers a economical

broadband alternative in Rural and Sub-Urban morphologies• EV-DO adoption will result from broadband displacement and narrowband migration and is attractive to

users who need access at more than one location or where DSL or Cable is not available• EV-DO is a cost effective solution for Broadband Deployment at moderate to high usage for a Service

Provider

For Urban scenario DO is more cost

effective in moderate to High

usage area

EU TP = End User Throughput in Kbps

SubsEU TP (1200 MB) 850 850 850 850 850 850 850 850 850EU TP (900 MB) 850 850 850 850 850 850 850 850 850

EU TP (600 MB) 850 425 425 850 425 425 425 425 425

EU TP (300 MB) 425 284 425 425 284 425 284 284 284

EU TP (100 MB) 425 284 213 213 170 142 122 122 107

Cos

t per

Sub

$0

$500

$1,000

$1,500

$2,000

500 700 900 1100 1300 1500 1700 1900 2100

100 MB300 MB600 MB900 MB

1200 MBDSL

(Urban)

DSL(Suburban)

DSL(Rural)

}

Cost Includes Capex and Network Related Opex

1xEV-DO



Technology Economic Comparisons

5 Year Cost of Ownership Analysis

• Opex includes only Maintenance, Backhaul, and Site Lease

• Assumed Opex based on 200 head ends, includes Backhaul and Site Lease costs

0

$5,000

$10,000

$15,000

$20,000

$25,000

$30,000

$35,000

$40,000

DSL EV-DO UMTS Cable

•• • •

$35,596

$31,837 $31,442 $29,409

Capex Opex Assumed Opex • Total Cost5

Year

Tot

al C

ost



R.5 UMTS/ HSDPA

802.16d Ver. 5

802.16e Ver. D4

EV-DO Rev A

B it ra te bit / s 256000 259740 256000 256000w/ o TTLN A w/ o TTLN A w/ o TTLN A w/ o TTLN A

To tal TX po wer available dBm 23.0 23.0 23.0 23.0TX antenna gain dBi 2.0 2.0 2.0 2.0TX EIRP per traffic channel dBm 25.0 25.0 25.0 25.0RX antenna gain dBi 18.0 18.0 18.0 18.0RX cable and co nnecto r lo s dB 3.0 3.0 3.0 3.0Receiver no is e figure dB 4.0 4.0 4.0 4.0Thermal no is e dens ity dBm/H -174.0 -174.0 -174.0 -174.0Cell lo ading % 70.0 na na 70.0No is e ris e due to interferencdB 5.2 0.5 0.5 5.2To tal e ffec t o f no is e dBm/H -170.0 -170.0 -170.0 -170.0Info rmatio n ra te dBHz 54.1 54.1 54.1 54.1Effective required Eb/No dB 0.7 5.5 4.3 0.6RX s ens itivity dBm -110.6 -109.9 -111.1 -111.7So ft Hando ff Gain dB 4.5 3.7 4.5 4.5Fas t fading Margin dB 1.4 1.4 1.4 1.4Lo g no rmal fade margin + BudB 21.6 21.6 21.6 21.6Max. pathloss dB 132.1 130.6 132.6 133.2

Capacity, Coverage & Cost of 3G vs. 802.16

Comparative Link Budgets Comparative Downlink Spectral Efficiency

0.0

0.2

0.4

0.6

0.8

1.0

HSDPA

MRxD

802.16d

MRxD

802.16e

MRxD = Mobile Receive Diversity

Rev. 0

Rev. A +MRxD

Rev. 0MRxD

UMTS 802.16(Reuse 1/1)

1xEV-DO

Spec

tral

Effic

ienc

y (b

/s/H

z)802.16e, EV-DO, and HSDPA all have similar link

budgets, hence coverage802.16e, DO, HSDPA all have similar spectral

efficiencies, hence system capacity

• Considering capacity and coverage performance, 802.16d/e TCO is similar to EV-DO Rev. A



802.16 Networks+ High Bandwidth (<70Mbps)+ Good In building Coverage

- No Mobility until 802.16e- Unlicensed Spectrum- Limited Access Devices= Last Mile Access

802.

11

Enterprise/ Campus

802.

11

Hot Spot300 ft

Summary Data Scenario

Urban Network Nationwide

153k

2 M

bps

11 M

bps

GlobalCity Center

Peak

Dat

a R

ates

Coverage

Last Mile Enterprise/Hot Spots True Portability Mobility & Wide Area Coverage

Fixed

802.

16802.11 Networks+ High Bandwidth (11/54Mbps)+ Access Device Built into

Endpoint+ Good In building Coverage

- No Mobility/Limited Range- Unlicensed Spectrum- Expensive to Backhaul= Hot Spot/Enterprise/Campus

HSDPA / UMTS

CDMA2000 1X

CDMA2000 1xEV-DO

3G Public Networks- Moderate Bandwidth

(<2Mbps)- Poor In Building Coverage

+ Ubiquitous Outdoor Coverage+ Integrates With Existing Network

+ UMTS / CDMA2000 + Roaming Agreements+ Bundled with Voice+ Unified Billing

= Global NetworksMobile

Professionals



Additional Materials

• This presentation assumes a working knowledge of CDMA and 1xEV-DO. Pre-requisite materials can be found at:– Materials for Customer Presentations

• http://mylucent.web.lucent.com/servlet/page?_pageid=17120,19289&_dad=portal30&_schema=PORTAL30

– Training Materials for Customer Sales Teams

• https://training.lucent.com/SabaWeb

• PM Web Site

• http://quickplace.web.lucent.com/QuickPlace/evdopdm/Main.nsf/h_Toc/321c29d167f6873f85256bd400633e00/?OpenDocument



Revenue projection from IMS based convergent applications – US market study



IP-based advanced data applications bring advantages to wireless service providers

Advanced Services bring additional revenue streams

Advanced Services bring additional revenue streams

• Advanced data applications bring new revenue streams to service providers –compensation for declining voice ARPUs

• Total wireless data revenues expected to grow from 2.5% of total mobile revenues in 2004 to over 13% of total mobile revenues by 2009

• Advanced data applications bring new revenue streams to service providers –compensation for declining voice ARPUs

• Total wireless data revenues expected to grow from 2.5% of total mobile revenues in 2004 to over 13% of total mobile revenues by 2009

Advanced Data Users are premium

users of mobile services

Advanced Data Users are premium

users of mobile services

• Mobile data users use 42% more MOUs of voice services than non-data users

• Wireless data subscribers spend an average of 19% more on their total wireless phones bills than non-data users

• Wireless data users also spend 64% more on their handsets when compared to regular mobile subscribers

• Mobile data users use 42% more MOUs of voice services than non-data users

• Wireless data subscribers spend an average of 19% more on their total wireless phones bills than non-data users

• Wireless data users also spend 64% more on their handsets when compared to regular mobile subscribers

Advanced Data Services reduce

churn

Advanced Data Services reduce

churn

• Availability of advanced data services increase overall service provider’s offering attractiveness – higher “stickness” of services and reduced churn

• Lower churn yield savings for service providers – each lost subscriber yields $3 in operational cost for service providers, not considering marketing costs for new customer acquisition

• Availability of advanced data services increase overall service provider’s offering attractiveness – higher “stickness” of services and reduced churn

• Lower churn yield savings for service providers – each lost subscriber yields $3 in operational cost for service providers, not considering marketing costs for new customer acquisition

Source : Pyramid Research, In-Stat/ MDR, Lucent Network Business Consulting analysis



Out of the 28 generic advanced data applications, 12 could benefit from an IMS architecture

• IMS Architecture Benefits

• Enhanced End-User Experience

• Enhanced Quality of Services

• CAPEX and/ or OPEX benefits

• Applications Considered

1. IP Centrex

2. VoIP VPN

3. Video Telephony


5. Video Mail

6. MMS

7. Conferencing (VoIP, Video, Web)

8. Push-to-Services





• Applications Considered

1. IP Centrex

2. VoIP VPN

3. Video Telephony


5. Video Mail

6. MMS

7. Conferencing (VoIP, Video, Web)

8. Push-to-Services





In the following pages, we will analyze demand trends for the selected 12 advanced data applications

Source : Lucent Internal Expertise, Lucent Network Business Consulting analysis

Advanced Data Applications

Advanced Data Applications

Applications benefiting from IMS

Architecture

Applications benefiting from IMS

Architecture

Other applications to be provided over

other architectures

Other applications to be provided over

other architectures



Each of the advanced data applications is expected to have different penetration levels in addressable market

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%A

pplic

atio

ns P

enet

ratio

n %

Add

ress

able

Mar

ket (

2.5G

/ 3G

Use

rs)

IP Centrex 1,30% 3,60% 7,50% 12,30% 15,80%

Video Telephony 6,70% 24,90% 45,70% 55,20% 66,10%

VoIP VPN 1,30% 3,60% 7,50% 12,30% 15,80%

Unified Messaging 32,80% 58,80% 75,10% 84,00% 91,40%

Video Mail 15,20% 32,80% 40,90% 44,00% 48,50%

MMS 19,00% 51,30% 63,10% 68,30% 74,80%

Conferencing 14,00% 50,60% 73,80% 83,40% 92,40%

Push To Services 15,50% 42,60% 54,50% 59,00% 64,70%

Multimedia Content Delivery 0,10% 7,20% 36,90% 45,60% 54,50%

IP-Video-on-Demand 0,10% 7,20% 36,90% 45,60% 54,50%

Location/ Presence 9,20% 42,70% 62,20% 66,80% 71,00%

Interactive Services 1,80% 12,10% 37,70% 43,20% 48,90%

2005 2006 2007 2008 2009

Penetration of Advanced Applications – TOTAL Addressable Market (2.5G/ 3G Users)



Conferencing and UM are expected to be the most demanded data applications with over 43 million users each

0

5

10

15

20

25

30

35

40

45

50A

pplic

atio

ns P

enet

ratio

n Po

tent

ial U

sers

(MM

)B

usin

ess

+ C

onsu

mer

Seg

men

ts

IP Centrex 0,23 1,01 2,8 5,43 7,6

Video Telephony 1,25 6,88 17,13 24,33 31,76

VoIP VPN 0,23 1,01 2,8 5,43 7,6

Unified Messaging 6,07 16,27 28,15 37,05 43,94

Video Mail 2,81 9,08 15,34 19,4 23,33

MMS 3,52 14,19 23,66 30,11 35,96

Conferencing 2,6 13,99 27,66 36,77 44,41

Push To Services 2,87 11,8 20,45 26 31,1

Multimedia Content Delivery 0,01 2 13,85 20,1 26,21

IP-Video-on-Demand 0,01 2 13,85 20,1 26,21

Location/ Presence 1,71 11,81 23,31 29,44 34,12

Interactive Services 0,33 3,35 14,14 19,04 23,52

2005 2006 2007 2008 2009

Demand of Advanced Applications – TOTAL Potential Users per Application (MM)



Consumer segment will correspond to the bulk of users and also of revenues from advanced data applications

156,7637,9

1.310,901.735,40

2.107,20

111,6

358

675,6

999,4

1.281,90

268,3

996

1.986,60

2.734,80

3.389,10

0

500

1000

1500

2000

2500

3000

3500

2005 2006 2007 2008 2009

Dat

a A

pplic

atio

ns R

even

ues

($ M

M) Business segment (MM)

Consumer segment (MM)

Advanced Data MarketTotal Revenues ($ MM)

Advanced Data MarketTotal Users (MM)

35,9 39,7 42,4 44,1 44,5

15,317,2

18,7 19,5 19,751,256,9

61,1 63,5 64,1

0

10

20

30

40

50

60

70

80

90

100

2005 2006 2007 2008 2009

Dat

a A

pplic

atio

ns U

sers

(MM

)

Business segment (MM)

Consumer segment (MM)

Potential Revenues Growth 05-09

• Total Market: 88.5 % CAGR• Business Segment: 84.1% CAGR• Consumer Segment: 91.5% CAGR

Potential Revenues Growth 05-09

• Total Market: 88.5 % CAGR• Business Segment: 84.1% CAGR• Consumer Segment: 91.5% CAGR



However, individual usage and per user spend tend to be higher in the business segment

1,14

11,59

6,95

10,06

4

4,28

3,12

3,12

4,72

2,81

3,87

1,86

3,87

18,89

11,34

16,4

6,52

6,98

5,09

5,09

7,69

4,58

0 5 10 15 20

IP Centrex

Video Telephony

VoIP VPN

Unified Messaging

Video Mail

MMS

Conferencing

Push To Services

Multimedia Content Delivery

IP-Video-on-Demand

Location/ Presence


Consumer Business

Intended Pattern of Usage of ApplicationsAverage # Sessions/ Month

Advanced Data MarketBlended Applications ARPU ($/ Month)

0,49

0,00

1,47

0,74

0,94

0,56

0,49

0,38

0,38

0,49

0,33

0,47

0,78

0,47

2,34

1,17

1,50

0,90

0,78

0,60

0,60

0,78

0,00

$0,0 $0,5 $1,0 $1,5 $2,0 $2,5

IP Centrex

Video Telephony

VoIP VPN

Unified Messaging

Video Mail

MMS

Conferencing

Push To Services

Multimedia Content Delivery

IP-Video-on-Demand

Location/ Presence


Consumer Business



Internet: The Wave Continues to Grow• Internet Usage Worldwide

– 349 M Users in 2000 Growing to 766 M by 2005

• (Computer Industry Almanac)

• Shift to Wireless– 200m Wireless Subscribers in the Last 10 Years

– 700m Additional Wireless Subscribers in the Next 15 Years

– 50% of Traffic will be Data Within 5 Years

• (Gilder Group)

• Broadband Users Spend Considerably More Time Online– Dial-up V. Broadband

• BB Coverage Is Far From Being Universal

• E-commerce Revenues (N.A.)– $74b in 1999 Growing to $708b by 2003

• (International Data Corp.)



2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010

OtherLocation Based Services

Info ServicesEntertainment

Messaging$-

$5

$10

$15

$20

$25

$30

($ b

illio

ns)

Wireless Data Sources of Revenue

• North America Wireless Data Revenues :– $25B by 2005 growing 73% per year:

• Messaging ($12B/yr),

• Information Services ($4B/yr),

• Location Based Services ($5B/yr),

• Entertainment ($4B/yr)

– Totaling $77B by 2010

• Entertainment $25

• Messaging $27B

Source: Gilder Tech Report - 12/00

5-wagner ferreira . 10-40 preso/… · • 5.76m pd/ rl peak data rates (mobile) • bkwd comp...

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