Editor’s Foreword By Adlane Fellah, CEO

As Maravedis rightly predicted, vendor Telsima was sold off to Harris Stratex for a fraction of its value at US$12 million. Telsima raised close to US$70 million in venture capital (and US$25 million in debt). Obvious losers in the deal include past investors NewPath Ventures, CMEA Ventures, New Enterprise Associates, Intel Capital and JAFCO Asia. read more…

Is Bandwidth the Deal Maker or Breaker? Sizing up the Competitive Opportunities for Verizon (LTE) and Clearwire (WiMAX) By: Robert Syputa, Senior Analyst & Partner

Amidst the discussions about the roll out of WiMAX and LTE by Clearwire and Verizon is the question of what is more central to capturing markets: bandwidth or coverage? Putting differences in technologies aside, the chief difference between Verizon and Clearwire’s networks will be bandwidth capacity, ease, and extent of wide area coverage. When modeled, the financing of network deployments could achieve rapid ROI if demand for bandwidth materializes. But given the degree of economic uncertainty, the margin for error has narrowed. One of the greatest determinants of Clearwire’s success is the rising demand for bandwidth caused by IPTV, which now consumes over 60% of Internet traffic and poses spectrum bandwidth as the bottleneck for delivering service. As Verizon rushes to deploy its LTE network into a planned 25-30 markets by the end of 2010, we can’t help but see this as an effort to stave off the attempt by Clearwire to fill up its vast bandwidth pipe at a pace that will become regenerative without the need for huge new cash infusions. view full article…

ARPU Growth Not Keeping Up With Traffic Growth By Basharat H. Ashai, Market Analyst - Asia Pac & Middle East

Last week I attended the “Mobile Backhaul Conference 2009” in Hong Kong, organized by BEACON Events. I served as chair on day one of the conference and moderated three panel discussions. Although all these panels were very informative, I will here focus on some of the major overarching issues that came up during the conference: the rise in traffic growth outpacing ARPU growth, and the need for higher capacity backhaul solutions. view full article…

Maravedis In the News

• Wi-Fi Planet, “WiMAX Struggles to Find a Foothold in Western Europe” February 2009
• ITU Report: Confronting the Financial Crisis, “How Does the Global Financial Crisis Impact Wireless Communications” February 2009
• Telephony Online, “Moto: WiMAX Making an Impact” February 2009
• Digital Communities: International Beat, “Global Economic Downturn Takes Its Toll on WiMAX Growth”February 2009
• Wi-Fi Planet, “WiMAX Faces Tough Competition from 3G in UK” February 2009

Research

This week Maravedis re-branded its WiMAXCounts™ deployment tracking service as 4GCounts™. The service name change symbolizes the expansion of development trends in the marketplace, including the LTE effort. The expanded service anticipates further technology, service, and business developments as the industry advances on the path to full 4G networks. 

4GCounts (formerly WiMAXCounts)

4GCounts is a web-based service providing easy access to the latest worldwide WiMAX & LTE network deployment trends and information. Developed from ground-up and comprised of key information on applications, service offerings, ARPU, pricing, target markets, subscribers and deployments worldwide, 4GCounts is a unique source of comprehensive information for the entire 4G ecosystem. It also includes operator profiles, full interview transcripts, business developments, and Quarterly Reports providing an executive summary of key information found and analyzed by the Maravedis “4GCounts Team.”

Clearspectrum

A set of 2 databases providing with the only RELIABLE, COMPREHENSIVE AND UP-TO-DATE list of BWA/WiMAX spectrum license holders and technical regulations in over 200 countries. The databases are updated quarterly.

WiMAXCounts Quarterly Report, 6th Issue

The WiMAXCounts Quarterly Report provides an executive summary of key information gathered and analyzed by Maravedis' WiMAXCounts team. It contains meaningful and accurate information on applications, service offerings, ARPU, pricing and target markets. It also presents statistics and graphics of recent service provider deployments, industry trends and investments among other items.

Ups/Downs

Ups: Chip giant Qualcomm has acquired streaming video start-up Digital Fountain to boost its position in mobile television. Its interests will lie in the smaller firm's DF Raptor technology, which optimized digital content for a variety of different networks; in patents (the platform has been adopted by several standards efforts including the 3GPP, DVB and IETF); and in gaining new engineering talent. view story

Downs: Long-time industry news source RCRWireless has fallen victim to the global financial meltdown, forced to close its doors last week and ceasing both its print publications and online Web updates. view story

MIMO and AAS beamforming and advanced networking method patents common to both WiMAX and LTE make up the greatest growth in new IPR essential to NG, next generation, communications:

Source : WiMAX/LTE 4G Intellectual Property Rights & Market Impact - 2nd Edition
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