As of Q1 2012, forty-nine mobile network operators worldwide have launched fourth-generation (4G) Long Term Evolution (LTE) networks commercially.  As a result of early investment in LTE infrastructure and device R&D, MNOs and device vendors are pushing hard to increase LTE enabled device among users, both in the public and enterprise sector.  The year 2011 has already witnessed over 8.2 Million LTE enabled device shipments which account for revenues of over 2 Billion USD.  With the number of shipments expected to reach over 30 Million by the end 2012, the industry is set to grow at a rapid pace.

Leading LTE operators such as Verizon Wireless have already announced intentions to have LTE support in essentially all of its smart phones, going forward.  This report and its associated database provide an in depth analysis of the LTE Devices market from 2011 to 2016, including revenue projections, shipments and device launches by vendor, region and device type, as well as vendor roadmaps, and key trends within the industry.

This report includes an Excel spreadsheet with worksheet data for Global LTE Device Shipments, LTE Devices, Global LTE Subscriptions 2011 – 2016, and Global LTE Device Revenues 2011 – 2016.

Report Benefits:

• Revenue and market share assessment for major and specialized LTE device vendors
• Comprehensive analysis of the key trends, technology, strategies and vendor roadmaps emerging in the LTE devices and chipsets ecosystem
• Revenue, device shipment and market share figures for LTE devices split by device type (Smartphones, PC Cards/Embedded Devices/Routers) and Region from 2011 – 2016.

Key Findings:

• 2011 witnessed over 8.2 Million LTE enabled device shipments which account for revenues of over 2 Billion USD
• Motorola and Huawei will lead the LTE PC cards/Embedded Device/Router shipments with a combined market share of over 50 % in Q1’2012
• Motorola, Samsung and HTC will continue to lead the market share in terms of LTE-enabled smartphone shipments and revenue, with a combined market share of over 60 % in Q1’2012
• Driven by the reduction in production lifecycle times and aggressive marketing strategies, LTE device shipments are expected to reach 30 Million by the end of 2012. The US will continue to be the leading market player in 2012 with a projected market share of 65 %

LTE Devices Market

Published:  February 2012
No.OF Pages: 63
Price: Single User License US$ 1995      Corporate User License US$ 4995

Table of Contents

1 Introduction 4
1.1 Executive Summary 4
1.2 Acronyms, Abbreviations and Definitions4

2 Global LTE Market Overview 6
2.1 The Increasing Demand for Capacity and 4G LTE Mobile Broadband    6
2.2 Spectrum Selection and Segmentation for LTE 6
2.3 LTE Deployments throughout the Globe  7
2.4 LTE Population Coverage  9
2.5 Availability of 4G Devices and Smartphones    9

3  LTE and LTE-Advanced Technology Overview 10
3.1 LTE Technology Overview    10
3.2 FDD LTE   11
3.3 TDD LTE (TD-LTE)  11
3.4 LTE Advanced     12
3.5 LTE Infrastructure Elements and Architecture Overview 13
3.6 LTE E-UTRAN Infrastructure Elements and Network Architecture14
3.6.1 LTE Remote Radio Heads 14
3.6.2 LTE Base Station 15
3.6.3 LTE Femtocells    15
3.6.4 LTE Antenna Schemes16
3.6.5 LTE RAN Infrastructure and Frequency Reuse 17
3.7LTE EPC Infrastructure Elements and Network Architecture     17
3.7.1 Serving and Packet Gateway18
3.7.2 Mobility Management Entity  19
3.7.3 Policy and Charging Rules Function   19
3.7.4 IP Multimedia Subsystem  19
3.7.5 EPC and Core Network Equipment Reuse in LTE 20
3.8LTE Backhaul Solutions     21
3.8.1 LTE Backhaul Requirements21
3.8.2 Carrier Ethernet   21
3.8.3 Fiber Backhauls   21
3.8.4 Microwave Backhauls  22
3.8.5 Impact of Femtocells on Backhaul  22
3.9LTE End-User Devices 23
3.9.1 LTE Smartphones   23
3.9.2 LTE PC Cards, Embedded Devices & Routers 24
3.9.3 Technological Challenges for LTE Device Manufacturers   25
3.9.4 Integration and Fallback with Other Technologies 25

4 LTE Devices Ecosystem: A Market Overview of Key Trends and Developments  26
4.1LTE Device Market Outlook   26
4.2LTE Chipset Market Outlook 28
4.3Patent Wars: The Rise of Patent Pools 29
4.4Device Cost Implications to support LTE  30
4.5Operator Strategies 31
4.5.1 Aggressive Pricing and Form Factor Diversity  31
4.5.2 Verizon’s Commitment to LTE for all Future Smartphones  32
4.6Vendor Strategies   33
4.6.1 Capitalizing on LTE for Success33
4.6.2 Shortening LTE Device Lifecycles   34
4.6.3 LTE Enabled Tablets as a Differentiated Marketing Strategy    35
4.7Emerging Markets: LTE M2M Modules and LTE Enabled Gaming Devices 36
4.8TD-LTE Devices: The Market for of Multimode WiMAX/TD-LTE Devices    37
4.9Declining Pricing Improving Embedded LTE Device Adoption 38

5 LTE Device Revenues and Shipments 2011 – 2016    39
5.1 Global LTE Device Shipments and Sales Revenues   39
5.1.1 Global LTE Device Shipments   39
5.1.2 Global LTE Combined Device Sales Revenue 40
5.1.3 Comparison between LTE Smartphone and PC Based LTE Device Revenues    41
5.2 LTE Device Vendor Revenues and Market Share  43
5.2.1 LTE Smartphone Revenue and Market Share by Vendor 43
5.2.2 LTE PC Cards/Embedded Devices/Routers Revenue and Market Share by Vendor44
5.3 LTE Device Shipments and Market Share by Region  45
5.3.1 LTE Device Shipments and Market Share by Region  45
5.3.2 LTE Device Shipments and Market Share in North America     46
5.3.3 LTE Device Shipments and Market Share in Western Europe  47
5.3.4 LTE Device Shipments and Market Share in Eastern Europe   48
5.3.5 LTE Device Shipments and Market Share in Asia Pacific 49
5.3.6 LTE Device Shipments and Market Share in Middle East and Africa 50
5.3.7 LTE Device Shipments and Market Share in Latin & Central America    51

6 LTE Device and Chipset Vendor Profiles and Roadmaps 52
6.1 LTE Device Manufacturers    52
6.1.1 HTC  52
6.1.2 Samsung  53
6.1.3 Motorola Mobility 54
6.1.4 Apple     55
6.1.5 ZTE   56
6.1.6 Huawei  57
6.1.7 LG Electronics 58
6.2 LTE Chipset Manufacturers  59
6.2.1 Qualcomm 59
6.2.2 ST-Ericsson 60
6.2.3 Icera (NVIDIA) 61
6.2.4 Infineon (Intel) 62