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Last week Maravedis celebrated its 8th anniversary in business. Over the years we have written countless reports and articles, attended numerous conferences, and organized a number of webinars and events. I am particularly proud of the team, which has been working under tight deadlines to satisfy our customers. Next week we will be releasing our latest figures and statistics on both WiMAX and 3G+ deployments, subscribers, ARPU, etc. as part of our 4Gcounts service. Our latest quarterly report explores what is motivating operators to consider investing in LTE and what challenges they expect to face. These findings are the result of extensive and ongoing interviews with the leading 3G+ operators worldwide. Over the past few weeks, the broadband wireless industry has witnessed many important announcements involving patent strategies, and changes in overall wireless strategies of Tier 1 vendors such as NSN following the tracks of Nortel and Alcatel-Lucent. Are these changes in strategy reactions to a worse than expected position in the market? How much has the economic downturn impacted these costly decisions? In these troubled times, it is always useful to go back to the fundamental forces driving innovation and business. Mobile and incumbent operators are experiencing an exponential growth in data traffic that cannot be supported by their existing capacity, amount of spectrum or existing business models. LTE being still a few years away in its advanced version, the time to market could become an advantage for WiMAX, which mobile operators could use to offload excess traffic and meet the accelerated changes in wireless consumer behavior. In fact to some operators, LTE is an evolution but to others it is a clear disruption both from a technology and business model perspective. Is it time to revisit the possibility of WiMAX becoming complimentary to 3G? Enjoy this week’s newsletter! For more information, contact the author at afellah@maravedis-bwa.com |
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