通信行业："中""华""4G"谈－下一代无线蜂窝网LTE发展现状及投资策略

- http://bg.panlv.
net

GREATWALL
SECURITIES
CO.,LTD

20082
GREATWALL SECURITIES CO.,LTD

2011 11 21
4G

LTE (86-10) 88366060-8756
liush@cgws.com
S1070511050001

ARPU
ARPU
4G (86-10) 88366060-8876
LTE rel8-10 2.6GHz 700MHz jinw@cgws.com
LTE FDD S1070111040040
LTE
2011 10 14 GSA 21

35 FDD-LTE GSA

87 248 LTE 21
63 2012 103 12EPS 13EPS
LTE FDD 2012-2014 , 1.22 1.43
LTE TDD 2013 1.20 1.50
0809 LTE
5%
8% 20.00%
2012-2014 CAGR 5% 09 +2% 2010 10.00%

0.00%
-1% -10.00%
-20.00%
LTE 1. 2010 -30.00%
-40.00%
37% 1.5 2.
3G ETSI LTE
1 33.GSM 3G
430
10%
2012-2014 CAGR 18% 1.
--000063
CAGR 12% 2014
2011 _2011-10.27
15% 35% 2. TD5
2010 20 6.8% --3001342011
_2011.10.15
3. 4G
--0000632011
_2011.08.31
4. 4G
--000063
4G A
2011
2011-2013 EPS 1.05 1.22 1.43 _2011.08.12
2011-2013 EPS 0.92 1.2 1.5 5. 2011
_2010-11-12

1
- http://bg.panlv.net

1 ...................................................... 5
2 LTE 4G .......................................... 8
2.1 LTE ................................................. 8
2.2 LTE FDD LTE TDD ..................................... 12
3 Why LTE .................................................... 16
3.1 ................ 16
3.2 ....................................... 17
3.3 ARPU ................... 19
4 LTE .......................................... 27
4.1 LTE Rel.8 2009 Rel.10 2011 9 .... 27
4.2 , LTE TDD
WiMAX unpaired ..................................... 28
4.3 2011 -2012 LTE
TD-SCDMA/LTE TDD 2013 ............... 31
4.4
LTE ................... 34
4.5 ...... 36
4.6 LTE LTE .... 43
4.7 LTE FDD 2012-2014 , LTE
TDD 2013 ...................................... 46
5 LTE ............................ 46
6 LTE 4%-6% . 47
7 ... 49
8 A ................................... 59
2

1IMT-2000 ........................................................................................ 9
2 ....................................................................................... 11
33GPP ...................................................................................... 12
4WCDMA ........................................................................................................ 13
5TD-SCDMA .................................................................................................. 13
6LTE FDD ( 1) ................................................................................. 14
7LTE TDD ( 2) ................................................................................. 14
8 3G ............................................................................. 17
9 ............................................................................... 17
10Verizon wireless ARPU .................................. 22
11Verizon wireless ................................ 23
12Verizon wireless data .............................................. 24
13Verizon wireless AT&T ......................................... 25
14AT&T ARPU .................................................................. 25
15Vodafone ARPU ......................................................... 25
16 ARPU ................................................................................... 26
17LTE release 8 ................................................................................. 27
18FDD(paired) TDD (unpaired) ..................................................... 30
19LTE ...................................................................................... 34
20TD-SCDMA ............................................................................ 35
21LTE () .............................................................. 40
22 LTE ......................................................................................... 41
23ALU LTE .............................................................................................. 42
24LTE .................................................................................. 47
2516 ........................................................................ 48
26 Ericsson,Huawei ZTE (USD) ............................. 50
27LTE Essential Patents 2011.11 .................................................. 50
28EricssonHuawei ZTE ................................ 51
292003-2010 .................................................................. 57
302000-2010 .................................................................................. 58
312002-2010 .......................................................... 58
32ITU 2.6GHz ........................................................................ 74
1IMT-Advanced ...................................................................................... 10
2LTE LTE-Advanced .................................................................. 11
3LTE FDD LTE TDD ................................................................................ 15
4 3G ..................................................................................................... 18
5 ............................................................................... 18
6 ............................................................................................... 19
7 3G ................................................................. 19
8 ....................................................... 20
3
9Verizon wireless 3G ................................................ 21

10LTE .......................................................................... 31
11 LTE ................................................................................. 34
12 LTE ......................................................... 37
13 LTE trial ..................................................... 42
14LTE ............................................................................................. 43
15LTE trial .......................................................................................... 44
16Ericsson,Huawei ZTE (USD) ............................... 49
172011 ........................................................................ 51
182011 ................................................................................ 53
19LTE TDD .............................................................................. 54
20WCDMA ...................................................................... 55
212003-2010 ...................................................................... 55
222003-2010 .............................................. 56
232011-2014 ...................................................... 59
24 ............................................................................................. 59
25() ............................................. 60
26 ............................................................................................. 61
27List of USA wireless communications service providers ................... 63
28AT&T .................................................................................................... 69
29Auction 73 ......................................................................................................... 70
30Auction 73 ........................................................... 71
31Auction 92 ......................................................................................................... 71
32 ......................................................................... 75
3316 ................................................ 85
4
1
LTE 4G LTE
LTE LTE
LTE
A
1. LTE 4G
LTE LTE 3G 4G 3.75G3GPP 2004

3G LTE project(Long Term
Evolution project), Release 6
HSDPA 3-4 100Mbps, HSUPA 2 3 50Mbps
ITU 4G IMT-Advanced 3GPP
LTE LTE LTE 8 Release 8, 2009
LTE 11
LTE-ALTE-Advanced ( Listen to Ericsson Again,
11 LTE 100M 1Gbps
IMT-Advanced LTE LTE Release 8
4G 3.75GLTE-A LTE Release 11
4G
LTE FDD LTE TDD LTE TDD LTE FDD 90%LTE TDD
LTE FDD 90%
4G LTE TDD
TD-SCDMA
2. Why LTE
LTE 4G

ARPU

Voice ARPU ARPU
Voice ARPU ARPU
LTE ARPU
LTE 4G

Verizon
AT&T AT&T 3G AT&T
5
AT&T
LTE 4G
3. LTE
LTE Rel.8 2009 Rel.10 2011 9
, LTE TDD
WiMAX unpaired
2011 -2012 LTE

TD-SCDMA/LTE TDD 2013

LTE
LTE LTE
LTE FDD 2012-2014 , LTE

TDD 2013
4. LTE
3G ,TDD FDD LTE

LTE TDD LTE FDD 3G 3G
WCDMA TD-SCDMA FDD
TDD FDD, TDD
LTE TDD
LTE TDD
GPS
LTE 5 singleran

LTE 3G 4
3G

6
LTE 3G LTE
RRU
femtocell

LTE LTE

LTE 3G 2G LTE
VoIP IMS
RCS IMS
5. LTE
3G
2008
5% LTE
20%
8% 2012-2014
2005-2008 10%
4%-6%
6.
3G GSM 3G
2012-2014
CAGR 18% 12% 2014
15% 35%

7. A
4G A
2011-2013 EPS 1.05 1.22 1.43 , PE
18 15 13 2011-2013 EPS 0.92 1.2 1.5
PE 24 18 15
7
2 LTE 4G
2.1 LTE
frequency division
multiple accessFDMA 50km
120kHz

AMPS ETACS 450 NMT 450
TAOS

2001 12 31

Global System for Mobile Communications
GSM ETSI ,
GSM
GSM 1982 CEPT 1989
ETSI CEPT 1990 GSM 1991
Radiolinja 20 90

ITU(International Telecommunication
Union 1865 5 1947
10 ITU
ITU 189
, 620 , 100 ) 1980
2000 IMT-2000
International Mobile Telecommunications
IMT-2000 3GPP, 3GPP2,
UWCC ITU IMT-2000

8
1IMT-2000
IMT-2000
CDMA TDMA FDMA
IMT-DS IMT-MC IMT-TC IMT-SC IMT-FT

Direct Spread Mutil-Carrier Time-Code Single-Carrier Frequency-Time
TD-SCDMA
UMTS FDD CDMA2000 EDGE DECT
UMTS TDD
ITU
2007 IEEE 802.16e (WiMax,TDMA) IMT-2000

IMT-2000 6
WCDMA,TD-SCDMA CDMA2000 3G CDMA
CDMA Code Division Multiple Access ()
1
CDMA2000 LTE
3GPP2 ,CDMA2000 3GPP2

3GPP2
3GPP2

CDMA CDMA Verizon
Alltel KDDI SK LTE 4G
CDMA CDMA UMB
( WCDMA LTE )2008 11 14
(Paul Jacobs)
(UMB) UMB LTE
CDMA2000 LTE
WiMAX TDD
WiMAX WiMAX
GSM
ITU
IMT-2000 4G
RA-07 2007 10 15 - 19 103
9
9 20 ITU-R 600
(RA-07)
, OFDMAOrthogonal Frequency Division Multiple Access
IMT-2000 IMT-Advanced IMT-2000
4G
IMT-2000 IMT-Advanced
ITU-R M.2134 :
1IMT-Advanced
IMT-Advanced
Cell spectral Downlink:3 bit/s/Hz/cell

efficiency
Uplink:2.25 bit/s/Hz/cell
Peak spectral Downlink:15 bit/s/Hz

efficiency
Uplink:6.75 bit/s/Hz
Bandwidth 40MHz, 100MHz
Cell edge user Downlink:0.1 bit/s/Hz

spectral efficiency
ITU
IMT-Advanced IMT-2000

ITU IMT-2000 IMT-Advance3GPP3GPP2
SDO ITU 3GPP
2
LTE
CDMA2000 3GPP ITU 4G

2004 3G LTE
project(Long Term Evolution project),
Release 6 HSDPA 3-4 100Mbps, HSUPA 2 3 50Mbps
1 LTE 4G
LTE 20M IMT-Advanced 40M 3GPP
LTE LTE 8 Release 8,
2008 LTE 11 LTE-A
LTE-Advanced ( Listen to Ericsson Again 11 LTE
100M 30 bit/s/Hz 15
bit/s/Hz IMT-Advanced LTE LTE-Advanced
10

2LTE LTE-Advanced
LTE LTE-Advanced
Cell Downlink: 3 to 4 times Downlink:3.7

spectral efficiency Release 6 HSDPA bit/s/Hz/cell
Uplink: 2 to 3 times Uplink:2 bit/s/Hz/cell

Release 6 HSUPA
Peak Downlink:5 bit/s/Hz Downlink:30 bit/s/Hz

spectral efficiency
Uplink:2.5 bit/s/Hz Uplink:15 bit/s/Hz
Bandwidth 1.4,3,5,10,15,20Mhz 100MHz
Downlink :2 to 3 times Downlink:0.12 bit/s/Hz

Cell edge user Release 6 HSDPA
spectral efficiency
Uplink: 2 to 3 times
Release 6 HSUPA
3GPP
LTE LTE Release 8 4G

3.75G LTE-A LTE Release 11
4G

2
TD-SCDMA HSPA HSPA+ LTE TDD

EDGE LTE-A
EDGE
GSM GPRS Evolution
WCDMA HSPA HSPA+ LTE FDD
CDMA2000
1xEV-DO
EV-DO rev
Cdma One rel.A/B
0
IS- CDMA2000 CDMA 2000
1xEV-DV
95A,IS- 1X 1X Rev
rel.C/D
95B A/B
2G 2.5G 3G 3.75G 4G
11
3GPP
33GPP
3GPP
2.2 LTE FDD LTE TDD
TD-SCDMA WCDMA 3GPP 3G TD-SCDMA

WCDMA
3G
LTE release 8
TD-SCDMA WCDMA TD-SCDMA
WCDMA
frame structure
WCDMA 10ms 15 (time
slot),
WCDMA

12
4WCDMA
3GPP
W TD-SCDMA

TD-SCDMA
WCDMA
5TD-SCDMA
3GPP
13
TDD DwPTS
GP UpPTS
TD-SCDMA DwPTS+GP+UpPTS
0.275ms(0.675ms)
WCDMA TD-SCDMA 3G
TD-SCDMA WCDMA
WCDMA
TD-SCDMA TD-SCDMA
TD-SCDMA
LTE WCDMA TD-SCDMA

LTE FDD LTE TDD
LTE release8
TD-SCDMA LTE TDD
WCDMA LTE FDD
FDD TDD 1 FDD 2
TDD
6LTE FDD ( 1)
One radio frame, Tf = 307200Ts = 10 ms

One slot, Tslot = 15360Ts = 0.5 ms
#0 #1 #2 #3 #18 #19
One subframe
3GPP
7LTE TDD ( 2)
One radio frame, Tf = 307200Ts = 10 ms
One half-frame, 153600Ts = 5 ms
One slot,
Tslot=15360Ts 30720Ts
Subframe #0 Subframe #2 Subframe #3 Subframe #4 Subframe #5 Subframe #7 Subframe #8 Subframe #9

One
subframe,
30720Ts
UpPT UpPT
DwPTS GP DwPTS GP
S S
3GPP
FDD 1 TDD 2
subframe( ) 1ms, TDD
DwPTS+GP+UpPTS 1ms, TD-SCDMA WCDMA 3G
LTE FDD LTE TDD

14
LTE TDD LTE FDD

LTE TDD LTE FDD

3LTE FDD LTE TDD

LTE LTE
TDD FDD
FDD TDD
TDD

TDD

FDD
(SM)

TDD TDD
FDD
TDD
GP GP FDD

TDD
FDD
LTE TDD FDD LTE TDD
TDD-only
LTE FDD
FDD TDD FDD-only
TDD FDD

3G
FDD FDD
TDD

TDD
TDDD 7 TDD

8ms/10ms, 6ms/10ms FDD

15
LTE TDD LTE FDD
1. TDD FDD LTE TDD LTE FDD

3G 90%

TDD LTE
TDD FDD

2. TDD 3G TDD
TDD 3G

3. TDD TDD
FDD
LTE TDD
FDD
LTE

3 Why LTE
3.1

2G 3G
4G
LTE-Advanced 3G
3G

16
8 3G
10000 300
9000
250
8000
7000
200
6000
5000 150
4000
100
3000
2000
50
1000
0 0
1H2010 2H2010 3H2010 4H2010 1H2011 2H2011 3H2011
3G() 3GM
3GM 3GARPU
(3GM)
2010
Ericsson

2013-2016

3.2
3G
17

4 3G
TD-SCDMA WCDMA/HSPA CDMA 2000 1X
/1XEV-DO rel 0
/HSPA+ /1XEV-DO rel A
/EV-DO rel B
1.6MHz 5MHz, 2.5MHz 2.5MHz,
2.5MHz 1.25MHz
1.25MHz
EV-DO rev B
5MHz
2Mbps 2Mbps/14.4Mbps/ 153.6kbps/2.4
28.8Mbps Mbps/3.1
Mbps/9.3Mbps
14.7Mbps
384kbps 384kbps/5.76Mbp 153.6kbps
s/11.52Mbps /153.6kbps/1.8M
bps/5.3Mbps

200kbps-800kbps

ITU-RRec
BT601
5
ITU-RRec ITU-RRec APPLE IPAD Moto Xoom
ITU-RRec ITU-RRec
BT601 Low BT601 Main BT601 BT601 High
Level Level High-14 0L Level
evel
352x240 720x480 1024*768 1280*800 1440x1080 1920x1080
24 24 24 24 24 24
30 / 30 / 30 / 30 / 30 / 30 /
MPEG- H.264 MPEG- H.264 MPEG- H.264 MPEG- H.264 MPEG- H.264 MPEG- H.264
2 (102: 2 (102: 2 (102: 2 (102: 2 (102: 2 (102:
( 25: 1) 25: 1) 25: 1) 25: 1) 25: 1) 25: 1)
) 1 1 1 1 1 1
2.3Mb 0.56M 9.4mb 2.3Mb 21.6M 5.3Mb 28.1M 6.9Mb 42.7M 10.5M 56.9M 13.9M
ps bps ps ps bps ps bps ps bps bps bps bps
18

6

VoIP 100kbps
2Mbps
// 2Mbps
VoIP 100kbps
IPTV 50kbps
H.264
High-1440Level(HDTV) 10.5Mbps , HSPA/HSPA+

1/5-1/7() HSPA+
4.11Mbps-5.76Mbps,

3G

3G 2Mbps

LTE/LTE-Advanced 100Mbps/1Gbps
100M
10Mbps/user 3D

verzion wireless LTE LTE will also
offer new ways to deliver live video feeds from on-location news reporters,
mobile webcams and remote surveillance cameras. In addition, LTE will make
wireless HD video possible, allowing first responders and remote medical
providers to send and receive high-quality images quickly and efficiently.
LTE 3G

3G
LTE 4G
3.3 ARPU
3G
7 3G

NTT DoCoMo WCDMA 2001 10 Japan
19

3G
Manx Telecom( WCDMA 2001 12 4 Isle of Man
3G
HSDPA
2005 11
2006 221
Telefnica 6.5
2010 6

HG Capital
2.32
)
SK Telecom CDMA2000 1X EVDO 2002 1 Korea
Monet Mobile CDMA2000 1X EVDO 2002 1 USA
Networks

Emtel-ltd WCDMA 2004 11 Mauritius
Bell Mobility, CDMA2000 1X EVDO 2005 Canada
SaskTelTelus
Mobitel Iraq WCDMA 2007 2 Iraq
MTNL WCDMA 2008 12 Delhi
China Mobile TD-SCDMA,WCDMA,CD 2009 01 7 China
China MA2000
Unicom,China
Telecom
3G 8 3G
3G
3G ARPU
180
8 Verizon wireless(102 million) ,
AT&T (97 million), Sprint (51 million), T-Mobile USA (34 million), TracFone
Wireless (17 million), MetroPCS (9 million), U.S. Cellular (6 million) and
Cricket Communications (6 million)
8
Operator Voice Data Technology Subscribers Ownership
Technology (in millions)
Verizon Wireless CDMA, UMTS CDMA2000, EV-DO, 102.2 (April 2011) Verizon
LTE Communications
20

(55%) and Vodafone

(45%)
AT&T Mobility GSM, UMTS, GPRS, EDGE, UMTS, 97 (April 2011) AT&T
HSDPA HSPA, HSPA+
Sprint Nextel CDMA, iDEN, CDMA2000, EV-DO, 51.031 (May 2011) Sprint Nextel
UMTS WiMAX Corporation
T-Mobile USA GSM, UMTS, GPRS, EDGE, UMTS, 33.635 (May 2011) Deutsche Telekom
GAN HSPA, HSPA+
TracFone Wireless GSM, CDMA GPRS, CDMA2000 17.75 (December Amrica Mvil
2010)
MetroPCS CDMA CDMA2000, LTE 8.881 (May 2011) MetroPCS
Communications,
Inc.
U.S. Cellular CDMA CDMA2000, EV-DO 6.033 (May 2011) U.S. Cellular
Corporation
Cricket CDMA CDMA2000, EV-DO 5.848 (February Leap Wireless
Communications 2011)
CTIA

Verizonwireless 2009 Alltel 3
CDMA2000 WCDMA
CDMA2000 WCDMA 1.3 CDMA
verizon wireless LTE
TracFone Sprint LTE WiMAX
77% LTE 3GPP LTE
Verizon wireless
Verizon wireless 3G
2002 7 3G Express Network
3G 144kbps 40kbps 60 kbps
4
Verizon 3G
9Verizon wireless 3G

retail customer / / $99.99/m
150min/m $35/m / /
400min/m $55/m / /
600min/m $75/m / /
Enterprise customers / / 10MB $35/m
/ / 20MB $55/m
/ / 40MB $75/m
21
Verizon
CTIA
2001 320 /
$55/m
2002 $38000/$3170/m
2%
Verizon 3G Kyocera, LG
Audiovox
2003, Verizon Wireless CDMA2000 EVDO rev0 San Diego

Washington, D.C EV-DO rev A
2007 6 30 verizon wireless EV-DO Rev A

3.1 Mbps 1.8 Mbps 1 Mbps 500
kbps
2009 Verizon wireless Boston Seattle LTE
2010 12 verizon wireless 1/3 60 LTE

2013 HTC ThunderBolt LTE
2011 2 verizon wireless APPLE
iphone4 ipad
Verizon wireless 2001 2010 retailARPU

ARPU ARPU
10Verizon wireless ARPU
60.00 160%
50.44 51.57 51.84 50.89 51.56

48.85 50.22 50.11 140%
47.82 48.35
50.00
45.06 44.20 44.33
42.12 120%
39.92 38.84
40.00 36.96 100%
34.09
31.95
80%
30.00
60%
20.00 17.73 40%

15.11
12.85
9.90 20%
10.00 6.79
2.09 3.57 0%
0.42 1.00
0.00 -20%
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Retail ARPU($) data ARPU($)

Voice and global services ARPU Retail ARPU %
data ARPU % Voice and global services ARPU %
Verizon
2010 ARPU data ARPU ARPU

Retail ARPU 1/3 ARPU
22
1. retail ARPU Voice +data /(Retail),

data ARPU data /
2. data voice
data voice data

3. ARPU Voice / 02
5%-8% 2010 ARPU
2002 70%
data ARPU
5%-8%
data
verizon wireless
2010 ARPU We expect that the
introduction of new smartphones, including the iPhone 4, and our suite
of 4G LTE devices will contribute to an increase in our average revenue
per user (ARPU) for data. However, we expect to continue to experience
sequential declines in our overall average voice revenue per user due
to the ongoing impact of customers seeking to optimize the value of
our voice plans. We expect that our future service revenue growth will
be substantially derived from data revenue growth as we continue to
expand the penetration of our wireless data offerings and increase our
sales and usage of innovative wireless smartphone and other
data-capable devices.
11Verizon wireless
100 200%
90 180%
80 160%
70 140%
120%
60
100%
50
80%
40
60%
30 40%
20 20%
10 0%
0 -20%
2002 2003 2004 2005 2006 2007 2008 2009 2010
million service Billion
Voice and global services Billion Wireless data Billion
% service %
Voice and global services % Wireless data %
Verizon

23
1. 3G ARPU
ARPU verizon ARPU
ARPU ARPU 2004
2. ARPU ARPU
ARPU 2002 3G
2003 ARPU 136% 2010
17% ARPU 1% 2006
05 data ARPU
wireless data 06

3. Data ARPU ARPU

data ARPU voice ARPU
ARPU data
ARPU

12Verizon wireless data

100 0.8
90 0.7
80
0.6
70
60 0.5
50 0.4
40 0.3
30
0.2
20
10 0.1
0 0
2002 2003 2004 2005 2006 2007 2008 2009 2010
million
Wireless data million
Wireless data
Wireless data service%
Verizon
data 2010 verizon 70%

2006 data 44% data
2007 data
30%2008 2009 20%2010 10%

data data
35% ARPU 1
data data
ARPU 2. ARPU

4. ARPU
24

verzion AT&T 2005 2010

2004 Cingular Wireless LLC AT&T
2005 verzion AT&T2006 AT&T
WCDMA 2005 12
verzion AT&T 2007 AT&T WCDMA
iphone AT&T verzion
13Verizon wireless AT&T

30
25
20
15
10
0
2004 2005 2006 2007 2008 2009 2010
verzion wirelessmillion AT&T Inc million
VerizonAT&T
Verizon AT&T 5 3G
2005 2010 data ARPU
voice ARPU ARPU
Vodafone Vodafone 2002 10 3G 2010
LTE LTE Samsung GT-B3740 USB
ARPU
14AT&T ARPU 15Vodafone ARPU
60 120% 30.00 0.4

50 100%
80% 0.2
40 20.00
60%
30 0
40%
20 10.00
20% -0.2
10 0%
0 -20% 0.00 -0.4
2005 2006 2007 2008 2009 2010 2006 2007 2008 2009 2010 2011
ARPU$ data ARPU($) voice ARPU ($) data ARPU ($)
voice ARPU($) ARPU(%) combine voice and data ARPU ($) voice ARPU YOY (%)
data ARPU YOY (%) combine voice and data ARPU YOY (%)
data ARPU % voice ARPU(%)
AT&T Vodafone
25
NTTDOCOMO
ARPU VOICE
ARPU NTTDOCOMO LTE
NTTDOCOMO 2010 12 24 LTE Xi

NTTDOCOMO 2007 LTE 2007 7 2008 3
250 Mbps 3
LTE TDD KDDI,Softbank ARPU

ARPU
16 ARPU
250
200
150
100
50
0
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
-50
GSM
CDMA 3G
3G ()
(GSM) (CDMA)
3G

1.
Voice ARPU
ARPU Voice ARPU
ARPU LTE ARPU

2. LTE 4G ARPU

Verizon AT&T
AT&T 3G AT&T
AT&T

26
4 LTE
3G LTE 4G
LTE

3-4

LTE
4.1 LTE Rel.8 2009 Rel.10 2011
3GPP
LTE Release 8 2008 2009

17LTE release 8
3GPP
LTE Release 10 (LTE-A) 2011 9 stage3 2009

9 ITU 4G
LTE Release 11LTE release 10 2011 9 stage 1
ITU 10 ITU LTE-A WirelessMAN-Advanced

802.16m
4G IMT-Advanced
LTE Release 8 WiMAX 4G 4G
LTE release 8 WiMAX 4G
4G
27
LTE release 8 4G 4G
ITU LTE release 10 802.16m
2012 LTE release 8
4G
LTE LTE-VoIP LTE

2G/3G LTE IMS IP
LTE
LTE
LTE(2G/3G)
LTE 2G/3G LTE LTE
3GPP Single Radio LTE
LTE 2G/3G

LTE

CSFB(Circuit Switched Fallback in Evolved Packet System)

SR-VCC(Single radio voice continuity control)
VoLGA (Voice over LTE via Generic Access technology)
3GPP R8 LTE
CSFB LTE 2G/3G
LTE 3GPP
One Voice One
Voice IMS
LTE VoIP VoLTE
2011 2 Verizon VoLTE
2011 VoLTE 2011 CSFB
LTE 2012 LTE LTE 2G/3G
VoLTE
LTE release 8 4G
LTE release 8 2009
LTE release 10 4G LTE
release 8
4.2
, LTE TDD WiMAX unpaired
ITU WRC-07 IMT-2000
1885-2025 MHz and 2110-2200 MHz (WARC-92, No. 5.388)

28
806/862-960 MHz (WRC-2000, No. 5.317A)
1710-1885 MHz and 2500-2690 MHz (WRC-2000, No. 5.384A)
WRC-07
450-470 MHz band
698-862 MHz band in Region 2 and nine countries of Region 3
790-862 MHz band in Regions 1 and 3
2.3-2.4 GHz band
3.4-3.6 GHz band (no global allocation, but accepted by many countries)
4.4-4.99 GHz band
IMT
Region1
CEPT ETSI region2
CITEL FCC Region3
CCSA ARIB
IMT

IMT
200M 100M LTE-A

LTE-A 1Gbps
LTE 700MHz
2.6GHz 1.8GHz
700MHz 2.6GHz 6,
7
FDD LTE FDD TDD

WiMAX LTE TDD 2.3GHz ?
WiMAX VS LTE TDD
WiMAX LTE
LTE WiMAX
Clearwire Sprint LTE TDD
2.3GHz LTE
Clearwire(WiMax ) Sprint Yota Freedom4,
Reliance Industries Aircel Softbank

29
WiMax
3GPP217 Members vs 381 Members
LTE

LTE FDD LTE release 8 FDD TDD

90%
FDD TDD WiMAX
LTE TDD 2.3Ghz 2.5GHz WiMAX

LTE TDD WiMAX WiMAX Forum
499 WiMAX 339 2.5GHz (
3.5GHz ) LTE
LTE TDD WiMAX LTE TDD
TD-SCDMA TDD LTE TDD

LTE FDD: LTE

10MHz-20MHz
ITU
LTE TDD 2.6G TDD FDD

7
TDD 4G LTE
TDD LTE TDD WiMAX
LTE TDD WiMAX
18FDD(paired) TDD (unpaired)

1.4 200%
180%
1.2 175%
160%
1 140%
132%
120%
0.8
95% 100%
0.6
80%
64% 60%
0.4
40%
0.2
23% 20%
0 2% 0%
$
paired(FDD) unpairedTDD unpairedTDD/paired(FDD)
30
4.3 2011 -2012
LTE TD-SCDMA/LTE TDD
2013

LTE

Broadcom Beceem , Infineon

Qualcomm
Sandbridge ST-Ericsson LTE
intel ComsysAltair, BitWave, Sequans Wavesat
LTE

LTE LTE TDD

LTE

10LTE
LTE 2008 LG
12 100Mbps,

50Mbps,

60Mbps,
20Mbps.
MDM9200
2009 Qualcomm
UMTS, HSPA+ and
3G/LTE 11 100Mbps,
LTE
50Mbps
MDM9600

CDMA2000 1X,

EV-DO Rev. B,

SV-DO, SV-LTE,
2010
UMTS, HSPA+ and

LTE.

FDD
31
LTE and TDD LTE

2010 BCS500 Beceem

WiMax LTE 2 15 Communications
release 8

20 2010
LTE 4
TDD

LTE 2011 DTivy L1760

TDD/TD-SCDMA 4 2012 LTE 100Mbps,
TDD/TD-SCDMA/GSM 50Mbps

TI:2008 GSM/GPRS/EDGE

Qualcomm LTE(both TDD and FDD) 2012

MD9*** TD-SCDMA 3GPP 3GPP2
Broadcomm: 2010 10 Beceem Communications Inc 4G

LTE WiMAX Beceem 2010 2 IEEE 802.16
LTE Release 8 BCS500 LTE TDD LTE FDD
200Mbps 2011
TD-SCDMA/LTE TDD
ST-Ericsson 2012 FDD LTE TDD

TD-SCDMA TD-SCDMA
Marvell: 2011 9 PXA 1801 3GPP R9 Cat

4 LTE FDDLTE TDDR8 DC-HSPA+WCDMATD-SCDMAEDGE
R8 WCDMA HSPA+R8 TD-SCDMA HSPA+ 42Mbps8.4Mbps
LTE Category 4
150Mbps
TD-HSPA/LTE TDD
dongle
TD-HSPA/LTE TDD
1 LTE
32
3G . 2009
2010 UMTS-HSPA+-LTE
LTEFDD LTE TDD 2011 2012
broadcomm
TD-SCDMA LTETDD ST-Ericsson,

FDD
TD-SCDMA LTE TDD 2013
TD-SCDMA
LTE TDD
TD-SCDMA
TD-SCDMA/LTE TDD
2010
LTEboth FDD and TDD
WCDMA GSM 2011 2012
LTE TDD LTE FDD

LTE TDD FDD
TD-SCDMA TDD
LTE TDD
LTE TDD WiMAX TDD

Beceem Communications Inc WiMAX LTE TDD
WiMAX LTE TDD

TD-SCDMA/ LTE TDD

LTE FDD 2013
LTETDD
LTE TDD
LTE FDD: LTE FDD

2011 -2012 LTE FDD

LTE TDD LTE TDD LTE FDD

TD-SCDMA TDD
LTE TDD TD-SCDMA/LTE TDD
LTE FDD2013
LTE TDD
33
4.4
LTE
LTE USB modem GSA2011

7 29 161 LTE

11 LTE
39%
26%
18%
6%
5%
5%
PC 1%
GSA
LTE
19LTE
200 60%
56% 161
137 50%
150
98 40% 40%
100 63 30%
18% 20%
50
10%
0 0%
2011.02 2011.03 2011.06 2011.07
GSA
34

WCDMA 2004
100 2003 300 2004
1500 5 2006 2
WCDMA 315 WCDMA 5000
TD-SCDMA TD-SCDMA
LTE 2008 4 2009
4 8 90 127% 51.4
3G 2009 1 2008 4 2009 1

4
2009 4 90 266
24 2009
2009 4 563% 340

20TD-SCDMA
700 1200%
581
600 1025% 1000%
500 461
800%
400 319.98
563% 600%
300 266
294% 400%
200 134.19
90
100 196%
34.08 200%
8 2.26 127%
5.14 138%
73%
0 26% 0%
2008.04 2009.04 2009.12 2010.08 2011.05
TD-SCDMA TD-SCDMA
TD-SCDMA% TD-SCDMA%
LTE
LTE
LTE
TD-SCDMA

LTE TD-SCDMA
iphone5 LTE
LTE hype LTE
LTE
LTE 4G
35
LTE 2013
LTE TDD TD-SCDMA
LTE TDD
( MiFi
TD-SCDMA WiFi
WiFi 2011 8 LTE TDD
B593 Mobily LTE TDD
HSPA+ E586
B593 LTE TDD 10
LTE TDD 2011 LTE FDD
LTE
LTE TDD LTE TDD
LTE TDD LTE TDD TDD
)
LTE FDD: LTE FDD LTE FDD

GALAXY
LTE 2011 9 GALAXY S II HD LTE LTE
HSPA+Rev.A WCDMA/GSM LTE FDD

LTE TDD LTE FDD LTE TDD

LTE TDD TDD
BandRich MDM9x00
LTE TDD LTE LTE TDD 3G
LTE TDD FDD
LTE TDD LTE TDD

4.5
LTE LTE
GSM/UMTS/LTE700MHz/2.3GHz/2.6GHz

LTE LTE

LTE
36
12 LTE
2009 2010 2011
LTE

Ericsson 4 8 27
(RBS 6000)
Verizon, AT&T- AT&T - USA;
Metro PCS, DNA -
NTT MetroPCSNTT Finland; CMHK
DoCoMo and DocomoTDC - Hong Kong;
TeliaSonera TeliaSonera LGU+ - South
Verizon Korea;
Wireless T-Mobile -
- Hungary;
MetroPCS -
USA; NBN Co -
Australia;
NetAmerica
Alliance -
USA;
NTTDoCoMo -
Japan;SK
Telecom -
Korea ogers
- Canada; TDC
- Denmark;
TeliaSonera(
Sweden,
Norway,
Finland,
Denmark,
Estonia,
Latvia,
Lithuania);
Telstra -
Australia;
Verizon
Wireless -
USA; Vodafone
- Germany
Huawei 6 18 28
SingleRAN

37
Telenor Aero2( Genius Brand

LTE TDD
)
Net4Mobility HKT

Telia onera United
- Wireless
-
SpeedConnect
O2

SoftbankLTE
TDD
Mobily

LTE

LTE WiMAX

NSN 2 22 44
Flexi KDDI in Agri-Valley September
Multiradio Japan; Deutsche 15th, STC in
Base Station Verizon in Telekom Saudi Arabia;
the USA Elisa LG September
Uplus 13th, Bell
LightSquared Canada;
MobilyNTT August 31st,
Docomo TeliaSonera
Tele2 in Finland;
Telenor - August 31st,
LMT
TeliaSonera (TeliaSonera
Zain- ) in Latvia;
Verizon May 19th, LG
Wireless U+ in South
Korea; May
13th, Azerfon
in
Azerbaijan;
March 28th,
Telecom
38
Italia;
February
15th, Telef
nica O2
Germany;
February
10th, SK
Telecom in
Korea;
February 9th,
TeliaSonera
in
Denmark/Finl
and/Estonia;
January 10th,
Mosaic
Telecom to
improve rural
broadband
experience
ZTE 1 7 23
SDR
CSLTelenor- U
(Telstra) Mobile DC
CSL HSPA+/LTE

LTE
FDD/TDD

Telenor
5000
HSPA+/LTE

LTE

Mobitel
ALU 1 7 15
End-to-End
4G LTE Verizon AT&TVerizon AT&TVerizon
Solution Wireless Wireless Wireless
Vimpelcom Vimpelcom;
Telefonica
NEC 0 2 2
39
KDDI NTT KDDI NTT

Docomo Docomo
Moto 0 2 0
KDDIZain-

Samsung 0 1 8
Smart LTE
Cellular SK
solution
South in US Telecom,KDDI
in Japan,
MetroPCS and
CellularSout
h in US and
Mobily in
Saudi Arabia
Fujitsu 0 1 1
NTT Docomo NTT Docomo

Total 14 68 120
LTE
21LTE ()
1
Ericsson
8 2 RBS 6000
27 Huawei
15
SingleRAN
NSN
Flexi Multiradio Base Station)
ZTE
23 (SDR)
28 ALU
(End-to-End 4G LTE Solution)
Samsung
(Smart LTE solution)
NEC
44
Fujitsu
LTE NSN huawei

LTE 93%NEC Fujitsu
samsung LTE 23
LTE ALU
40
samsung NEC

NSN>Huawei>Ericsson> ZTE>ALU
NSN
NSN moto 50
LTE TDD LTE
Ericsson,
WCDMA LTE

22 LTE
Ericsson
ZTE
WCDMA 2011
WCDMA LTE
3G

ALU
2006
ALU
lightradio

41
23ALU LTE
ALU
LTE (trial)trial
trial
LTE LTE trial
13 LTE trial
LTE trials

2011
NSN 25+
March 25th, China Mobile
2010
Dec 17th, HD TV broadcasts via LTE pilot networks
of Telefnica O2 in Germany
Dec 1st, KPN in the Netherlands
Nov 25th, Telefonica in Czech Republic
Oct 19th, First LTE TDD call in India
Sept 22nd, MegaFon in Russia
Sept 21st, China Mobile in China
Aug 24th, Telecom Italia in Italy
Aug 13th, China s Ministry of Industry and
Information Technology in China
Aug 9th, O2 in Germany
July 15th, Optus in Australia
June 18th, Telstra in Australia
May 31st, China Mobile in China
April 16th, China Mobile in China
April 12th, Chungwa in Taiwan
April 9th, Taiwan university
42
March 18th, Telstra in Australia

Feb 12th, M1 in Singapore
Feb 11th, SFR in France
Feb 10th, Telefonica in Spain
Vodacom in South Africa
Huawei 40-50

Ericsson

ZTE 40
ALU 65+
LTE trial LTE

Moto
LTE FDD LTE TDDLTE

LTE

4.6 LTE LTE
2011 10 14 GSA 21
35 LTE FDD
14LTE
Country Operator Launched
Norway TeliaSonera 15.12.09
Sweden TeliaSonera 15.12.09
Uzbekistan MTS 28.07.10
Uzbekistan UCell 09.08.10
Poland Mobyland & CenterNet 07.09.10
USA MetroPCS 21.09.10
Austria A1 Telekom Aust ia 05.11.10
Sweden TeleNor Sweden 15.11.10
Sweden Tele2 Sweden 15.11.10
Hong Kong CSL Limited 25.11.10
43
Finland TeliaSonera 30.11.10

Germany Vodafone 01.12.10
USA Verizon Wireless 05.12.10
Finland Elisa 08.12.10
Denmark TeliaSonera 09.12.10
Estonia EMT 17.12.10
Japan NTT DoCoMo 24.12.10
Germany Deutsche Telekom 05.04.11
Philippines Smart Communications 16.04.11
Lithuania Omnitel 28.04.11
Latvia LMT 31.05.11
Singapore M1 21.06.11
South Korea SK Telecom 01.07.11
South Korea LG U+ 01.07.11
Germany O2 01.07.11
Canada Rogers Wireless 07.07.11
GSA
GSA 87 248 LTE 21

63 2012 103
63
15LTE trial
Country Operator
Abkhaz Aquafon
Angola Unitel
Angola Moviel
Argentina Telefonica
Argentina Personal
Belarus BeST (Life)
Belarus MTS
Belgium Mobistar
Belgium Telenet
Belgium KPN Base
Bolivia Entel Movil
Brazil Claro
Brazil Oi
Brazil Sao Paulo Military Police
Brazil Army trials planned, pending approval
Bulgaria M-Tel
Canada Wind Mobile
Costa Rica ICE study phase
Czech Republic O2 (Telefonica)
Dominican Republic Orange Dominicana
44
France Bouygues Telecom

Egypt Vodafone
Egypt Mobinil
Egypt Etisalat Misr
Greece Cosmote
India BSNL study phase LTE TDD
India MTNL study phase LTE TDD
Indonesia Telkomsel
Indonesia XL Axiata
Indonesia Indosat
Indonesia Bakrie Telecom
Latvia Triatel
Latvia Lattelecom
Lithuania Bite
Kazakhstan Beeline
Kenya Safaricom
Malaysia Maxis
Malaysia Celcom
Mexico Telefonica
Namibia MTC
New Zealand Kordia study phase
Nigeria Starcomms study phase
Oman Omantel
Peru Telefonica
Poland Polkomtel
Portugal Optimus
Puerto Rico Claro
Qatar Vodafone Qatar
Russia OAO Voentelecom
Slovak Republic O2 (Telefonica)
Slovak Republic Orange
Slovak Republic T-Mobile Slovensko
Thailand DPC/AIS
Turkey Turkcell
UK Clear Mobitel
UK Arqiva
UK Everything Everywhere and BT
Ukraine MTS-Ukraine
USA Clearwire
USA Dish Network seeking FCC approval
Vietnam FPT Telecom
Vietnam VDC (VNPT)
Vietnam Viettel
45
GSA
LTE

ARPU

4.7 LTE FDD 2012-2014
, LTE TDD 2013
LTE
LTE rel8-10 2.6GHz 700MHz
LTE FDD LTE
trial
LTE FDD 2012-2014 , LTE
TDD 2013
5 LTE
LTE 3G

3G ,TDD FDD LTE

LTE TDD LTE FDD 3G
3G WCDMA TD-SCDMA
FDD TDD FDD, TDD
LTE TDD
LTE TDD
GPS
LTE 5 singleran

LTE 3G 4
46
3G

LTE 3G LTE
RRU
femtocell

LTE LTE

LTE 3G 2G
LTE VoIP IMS
RCS IMS

6 LTE
4%-6%
2012-2014 LTE FDD iSuppli
2010-2014 LTE 108% 2014 LTE
279 2011 38
24LTE
30 2
187.50%
1.8
25
1.6
153.33%
1.4
20
1.2
110.53%
15 1
0.8
10
0.6
0.4
5
21.30%0.2
0 0
2008 2009 2010 2011 2012 2013 2014
North American Global North American YOY Global YOY
iSuppli
4G

47
16
2000 2010 8

2516
160.0 0.3
140.0 21% 0.2

16% 17%
120.0
0.1
9%
100.0 5%
2%
0% -1% 0
80.0
-10% -0.1
60.0
-0.2
40.0
20.0 -0.3
-37%
0.0 -0.4
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Total(USD) Total(USD) Total(USD)

Total(USD) Total(USD) YOY
16
1.2.

3G
2000-2001 2002 3G
2004-2007 2008 2008
2009 3G 2009
2007 20%2010
LTE

80%
50%
40% 10%
2000-2001 3G
3G 2004-2006
2008-2009 3 LTE

3G
48
2008
5% LTE
20% 8%
2012-2014
2005-2008 10%
4%-6%Gartner 2010-2015 4.2%
2013
2012-2014 CAGR 4%-6% 2009
2% 2010 1%
7

LTE
3G 3G
1.

2010
37% 1.5

16Ericsson,Huawei ZTE (USD)

2009 /Ericsson 2010 /Ericsson
Ericsson 82,493 90,261
100,783 95,980
379,241 341,232
10,872 27,628
Huawei 95,000 110,870

35,082 35% 35,625 37%
229,474 61% 261,568 77%
32,316 297% 41,490 150%
ZTE 70,345 85,232

17,709 18% 17,908 19%
135,114 36% 129,998 38%
4,618 42% 4,792 17%
49
26 Ericsson,Huawei ZTE (USD)

400,000
350,000
300,000
250,000
200,000
150,000
100,000
50,000
0
Ericsson Huawei ZTE

2009 2010
2. 3G 3GPP
LTE
3GPP LTE ETSI LTE
1 3
27LTE Essential Patents 2011.11
Qualcomm
Nokia Siemens
Networks 3.0%
NOKIA Corporation
InterDigital Patent
4.7%
Holdings 10.5%
LG Electronics Inc.
4.9%
ZTE Corporation
Huawei
5.7%
Technologies
NTT
Co., Ltd. 9.4%
DOCOMO, INC.
5.8%
Motorola Mobility InterDigital
Inc. 6.6% Technology Corp.
8.8%
Samsung
Ericsson 8.7%
Electronics Co, LTD
7.7%
Qualcomm Incorporated InterDigital Patent Holdings Huawei Technologies Co., Ltd.
InterDigital Technology Corp. Ericsson Samsung Electronics Co, LTD
Motorola Mobility Inc. NTT DOCOMO, INC. ZTE Corporation
LG Electronics Inc. NOKIA Corporation Nokia Siemens Networks
Panasonic Corporation ALCATEL-LUCENT NEC Corporation
Nortel Networks Ltd Sharp Corporation Others
ETSI
LTE IPR
3GPP2
50
3G

28EricssonHuawei ZTE
40 30.0%
35
25.0%
30
20.0%
25
20 15.0%
15
10.0%
10
5.0%
5
0 0.0%
2003 2004 2005 2006 2007 2008 2009 2010
Ericsson SEK B Huawei (CNY B) ZTE (CNY B)
E(%) H(%) Z(%)
172011
2011.09.28 LTE TDD
LTE TD-SCDMAGSM
TDD/TD-SCDMA/GSM LTE TDD/TD-
SCDMA/GSM
LTE TDD2/3G
LTE TDDLTE
TDD
2011.09.07 40MHz
80WLTE TDDRRU
LTE TDD RRU RRU220MHz LTE TDD
480W
30%
LTE
TCO
2011.08.23 50MHz
RRU TD-SCDMA/LTE TDDRRURRU
30% E2320MHz~2370MHz 2
20MHzLTE TDD10MHz6
TD-SCDMA2
*50W30%
TDS/TDL
51

2011.08.16
LTE TDD LTE TDD/TD-SCDMA/GSM

2010
LTE TDD
LTE
TDD
LTE TDD
2011.07.11 LTE
LTE TDD 2G/3G TDD2G/3GLTE
TDDGSM/UMTS/CDMA EV-DO
LTE TDD
LTE TDDLTE TDD

2011.07.04 LTE
LTE ZXSDR BS8920
LTE

30%
30%
LTE

TCO
LTE

2011.06.16 CDMA/LTE
CDMA/LTE 4T4R 4T4R44
MIMO Multiple
Input Multiple Output
2x24x4 MIMO

2011.04.08 LTE TDD LTE
TDD6
LTE TDD

LTE TDD
52
2011.02.17
MAB MAB(Multiple Access
Binding Solution)MAB
All-Join

2011.02.15 C-RAN
TCO 10
40% C-RANC-RAN

CAPEXOPEX
TCO 40%
ZTE
3. 3G 2005

LTE LTE
43%trial 3G
LTE
182011
2011.11.10 Frost & Sullivan
Frost&sullivan 2011
Frost&sullivan
2011
2011
2011.11.10 Frost & Sullivan
Frost&Sullivan 2011LTE
2011LTE LTE

2011.09.27 iOTN 2011iOTNOTN

BBWF 2011 2011&
Infovision
2011.07.05 TEO LT,

GTB ABGPON2011 GTB

2011.05.23 - CC T V
CC Rheinland Nederland B.V.

CC

53

Brightsight,

2011.03.28
CTIA 2011 CDMAZTE Gecko

CTIA
CTIA 2011

ZTE
LTE TDD FDD LTE TDD

TD-SCDMA TDD LTE TDD
LTE TDD

19LTE TDD
/

2010.09 LTE TDD 2011

/Aero2 LTE TDD/FDD2012 9 15
200

2010.12 / LTE FDD/TDD
Hi3G 500
1000
2011.09 / LTE TDD
100

90%
LTE
TDD
430
iSuppli 2011 6
2010 624
624
430 10%

3G 3G
54
2003-2005 , launch 2004-2006
20WCDMA
Network launches* 2003 2004 2005 2006 2007 2008 2009 2010
WCDMA 9 50 41 47 53 78 65 47
HSPA 2 97 80 82 75 59
HSPA+ 47 64
Total 9 50 43 144 133 160 187 170
YOY 456% -14% 235% -8% 20% 17% -9%
GSA
*2004 CDMA2000 WCDMA
2004 CDMA
WCDMA
WCDMA 3G

2004-2006

212003-2010
2003 2004 2005 2006 2007 2008 2009 2010
Ericsson(SEK B) 117.7 132.0 151.8 179.8 187.8 208.9 206.5 203.3
YOY -19.2% 12.1% 15.0% 18.4% 4.4% 11.2% -1.1% -1.5%
Moto(USD B) 23.2 31.3 35.3 42.9 36.6 30.2 18.2 19.3
YOY -15.1% 35.2% 12.6% 21.5% -14.5% -17.7% -39.8% 6.2%
ALU(USD B)** 14.2 15.2 14.0 15.4 24.4 25.0 21.1 21.2
YOY -9.5% 7.5% -8.3% 10.5% N/A** 2.4% -15.4% 0.4%
Nortel(USD B) 10.2 9.5 10.5 11.4 8.0 7.6 3.5 0.6
YOY -7.4% -6.6% 10.4% 8.7% -30.3% -4.3% -54.7% -82.0%
NSN(EUR B)*** 5.6 6.4 6.6 7.5 13.4 15.3 12.6 12.7
YOY -14.0% 14.4% 2.0% 13.6% N/A*** 14.3% -17.9% 0.7%
Huawei(USD B) 2.7 3.8 6.0 8.5 12.8 18.3 21.8 29.0
YOY 26.3% 42.4% 56.1% 42.1% 51.1% 42.8% 18.9% 33.0%
ZTE (CNY B) 16.0 22.7 21.6 23.2 34.8 44.3 60.3 70.3
YOY 45.7% 41.5% -4.9% 7.6% 49.8% 27.3% 36.1% 16.6%
Total(USD B)**** 78.5 92.6 101.4 119.7 134.6 141.3 123.1 129.9
YOY -11.9% 17.9% 9.6% 18.0% 12.5% 5.0% -12.9% 5.5%

*2004 CDMA2000 WCDMA 2004 CDMA WCDMA
WCDMA 3G

** ALU2003-2006
***NSN2003-2006 Nokia
****
2004 2006

2004-2006
55
2003 26.9 2006 85

47% 15% 2006
67%
3G
2007 50% 62%
WCDMA
222003-2010
2003 2004 2005 2006 2007 2008 2009 2010
Ericsson(SEK B) -11.2 26.7 33.1 35.8 30.7 16.3 5.9 16.5
E -9.5% 20.2% 21.8% 19.9% 16.3% 7.8% 2.9% 8.1%
Moto(USD B) 1.2 2.2 4.6 4.1 0.4 0.0 -0.5 0.8
M 5.4% 7.1% 13.1% 9.6% 1.2% -0.1% -2.7% 4.1%
ALU(USD B) -0.3 1.4 1.3 0.9 -1.0 -0.1 -0.1 0.0
A -2.3% 9.1% 9.1% 5.6% -4.0% -0.3% -0.6% 0.0%
Nortel(USD B) 0.3 -0.2 0.0 0.0 0.6 0.8 0.1 -0.3
Nor 3.2% -1.7% -0.4% -0.3% 7.0% 10.5% 2.9%
NSN(EUR B) -0.2 0.9 0.9 0.8 -1.3 -0.3 -1.6 -0.7
NSN -3.9% 13.7% 13.1% 10.9% -9.8% -2.0% -13.0% -5.5%
Huawei(USD B) 0.5 0.7 0.8 0.6 1.3 2.4 3.1 4.6
H 19.0% 18.0% 14.0% 7.3% 9.7% 12.9% 14.1% 15.9%
ZTE (CNY B) 0.8 1.2 1.0 0.4 1.0 1.3 2.1 2.6
Z 4.9% 5.2% 4.8% 1.7% 2.9% 2.8% 3.4% 3.7%
Total(USD B) -0.1 9.6 13.1 12.2 4.3 5.3 1.5 7.1
T -0.2% 10.4% 12.9% 10.2% 3.2% 3.7% 1.2% 5.5%
56
292003-2010
25.0%
20.0%
15.0%
10.0%
5.0%
0.0%
2003 2004 2005 2006 2007 2008 2009 2010
-5.0%
-10.0%
-15.0%
T E A
NSN H Z
2004 2006 11.2%

2008
2009 1.2%
2010

2004 Telfort 2
WCDMA 2005 20 3G
2003 2006
19.0% 7.3%
2002 2006
76% 2002 26% 65%

2010 15.86%
2006 2006 2010 36%
57
302000-2010
200000.00 1.4
180000.00
1.2
160000.00
1
140000.00
0.8
120000.00
100000.00 0.6
80000.00
0.4
60000.00
0.2
40000.00
0
20000.00
0.00 -0.2
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Huawei
3G
LTE
2009-2010
2011
2003

4G --0000632011

312002-2010
300 50%
250 45%
200
40%
150
35%
100
50 30%
0 25%
2002 2003 2004 2005 2006 2007 2008 2009 2010
() (%)
Huawei
58
2012-2014 4%-6%
2011-2014
232011-2014
2008 2009 2010 2011E 2012E 2013E 2014E
(USD B) 7.0 10.3 10.4 12.3 14.1 15.8 17.4
(%) 17% 27% 26% 28% 31% 33% 35%
(USD B) 2.8 4.4 3.7 4.4 5.3 6.4 7.4
(%) 7% 11% 9% 10% 12% 13% 15%
Total (USD B) 41.64 38.64 40.11 43.00 45.15 47.86 50.25
2014 15%

35%2012-2014 CAGR 18%
12%
3G GSM 3G
2012-2014
CAGR 18% 12% 2014
15% 35%
8 A
A
1. LTE

2.
2003-2006
3. 2011 PE 18-22 2012 PE 15

2011 PE 13-20 2012 PE 11
PE 20-22
2012 24-27 30%
24
2011E 2012E 2013E
() 87424 112492 145550
+/- 24.4% 28.7% 29.4%
() 3620 4208 4911
+/- 11.4% 16.2% 16.7%
EPS() 1.052 1.223 1.428
59
18 15 13
1.
2. 2011
50%
12%
3. 5%
2010 33
2010 20 2 ODU 15
RRU 45
10
4. 2010 20 401
5% 6.8%

25()
2006 2007 2008 2009 2010
Commscope (Andrew) 753.9 711.9 691 617.7 600 30.0%
2010

Powerwave 565.08 571.53 364.17 280.01 14.0%
128.78 162.55 221.98 212.81 155.89 7.8%
49.01 74.51 92.29 135.90 6.8%
MOBI 26.145 53.7075 61.2675 70.56 88.83 4.4%
5.04 27.41 34.97 64.10 46.78 2.3%
(RFS,Elcoteq) 693.00 34.6%
Total 2000.4
60
26
2011E 2012E 2013E
() 1213 1673 2221
+/- 40.6% 37.9% 32.8%
() 294 383 481
+/- 17.2% 30.2% 25.7%
EPS() 0.92 1.20 1.50
24 18 15
61

1 3G
W-CDMA
WCDMA Wideband CDMA CDMA Direct Spread

GSM 3G CDMA CDMA
WCDMA GSM
NTT
GSM(2G)-GPRS-EDGE-WCDMA(3G) GSM
GSM WCDMA
CDMA2000
CDMA2000 CDMA(CDMA IS95) CDMA CDMA Multi-Carrier

Lucent
CDMAOne CDMAOne 3G CDMA
CDMA2000 WCDMA CDMA
IS95(2G)-CDMA20001x-CDMA20003x(3G) 3G
CDMA IS95
TD-SCDMA
Time Division - Synchronous CDMA( CDMA) 3G

1999 6 29 ITU
TD-SCDMA
TD-SCDMA 2.5
3G GSM 3G
WiMAX
WiMAX (Worldwide Interoperability for Microwave Access)

802.16 2007 10 19
WiMAX
WCDMACDMA2000 TD-SCDMA 6 3G
2 3GPP
3GPP (The 3rdGeneration Partnership Project) 1998 12 ETSI

ARIB TTC TTA T1 3GPP
GSM 3GPP
UTRAUniversal Terrestrial Radio Access( WCDMA TD-SCDMA)GPRS
General Packet Radio Service
EDGEEnhanced Data rates for GSM Evolution
3GPP
62

Partners (SDO&MRP)
SDOA recognized Standards Organization which has been accepted as aPartner in 3GPP
ETSI
()ARIB()TTC ()TTA ()ATIS () 3GPP 2005
3GPP CCSA ()
MRP: A Partner invited by the Organizational Partners to participate in 3GPP to offer advice and
to bring into 3GPP a consensus view of market requirements. : 3G AmericasFemtoForumFMCA
Global UMTS TDD AllianceGSA/GSM Association
Individual members
3GPP () SDO
3GPP individual number 3GPP 3GPP
individual member
ITU Representatives
ITU ITU
Observers
Guests
3 List of United States wireless communications service providers (In
alphabetical order)
27List of USA wireless communications service providers

Operator Voice Technology Data Technology Subscribers Ownership
(in millions)
7-Eleven Speak Out GSM, CDMA GPRS Unknown 7-Eleven, Inc.
Wireless
Asset/Vada GSM Unknown Vada MVNE
Wireless
Alaska CDMA CDMA2000, EV-DO 0.12(March 2011) Alaska
Communications Communications
Alaska Digitel CDMA CDMA2000, EV-DO Unknown General
Communication
Alaska Wireless GSM EDGE, Wi-Fi Unknown General
Communication
Alltel Wireless CDMA EV-DO, Wi-Fi Unknown AWCC
Amerilink Wireless GSM GPRS Unknown Amerlink Wireless
Appalachian CDMA CDMA2000, EV-DO 0.103(2010 Appalachian
63

Wireless December) Wireless

ASTAC GSM GPRS, WiMax Unknown The Arctic Slope
Telephone
Association
Cooperative
AT&T Mobility GSM, UMTS, HSDPA GPRS, EDGE, UMTS, 97(April 2011) AT&T
HSPA, HSPA+
BeyondMobile CDMA CDMA2000, EV-DO Unknown Cbeyond
Blue Wireless CDMA CDMA2000 Unknown Blue Wireless
Bluegrass Cellular CDMA CDMA2000, EV-DO 0.130(2005 May) Bluegrass
Cellular, Inc.
Boost Mobile CDMA, iDEN Unknown Sprint Nextel
Broadpoint GSM GPRS, EDGE Unknown Petrocom Inc.
call4care GSM Unknown ASPIDER Solutions
Cap Rock Cellular GSM GPRS, EDGE Unknown Cap Rock Telephone
Carolina West CDMA Unknown Unknown Partnership
Wireless between Skyline
Telephone, Surry
Telephone and
Wilkes Telephone
Cellcom CDMA CDMA2000, EV-DO Unknown NSight Telservices
Cellular One of GSM GPRS, EDGE Unknown Cellular
East Central Properties Inc.
Illinois
Cellular One of San GSM GPRS, EDGE Unknown SLO Cellular
Luis Obispo
Cellular One of GSM GPRS, EDGE Unknown TX-11 Acquisition
East Texas LLC
Cellular One of GSM GPRS, EDGE Unknown Smith Bagley
East Arizona
Cellular One of CDMA CDMA2000, EV-DO Unknown South Canaan
Northeast Cellular
Pennsylvania
Cellular One CDMA, UMTS CDMA2000, EV-DO, Unknown Bermuda Digital
Bermuda HSPA Communications
Ltd.
Cellular One GSM GPRS, EDGE Unknown MTPCS, LLC.
Montana
64

Cellular South CDMA CDMA2000, EV-DO 0.700(2007 Cellular South

December)
Chariton Valley GSM GPRS, EDGE Unknown Chariton Valley
Wireless Telephone Company
Cincinnati Bell GSM, GAN, UMTS EDGE, HSPA 0.533(April 2011) Cincinnati Bell,
Wireless Inc. (100%)
Clearwire WiMAX 6.148(May 2011) Clearwire (27%),
Sprint Nextel
(51%), others (22%)
Clear Talk CDMA CDMA2000 Unknown NTCH
CloseCall America CDMA Unknown CloseCall America
Commnet Wireless GSM, CDMA Unknown Commnet Wireless
Consumer Cellular GSM GPRS, EDGE Unknown Consumer Cellular
Cordova Wireless GSM GPRS Unknown Cordova Telephone
Corr Wireless GSM GPRS, EDGE Unknown Corr Wireless
Being acquired by
Cellular South
Common Cents Mobile CDMA CDMA2000, EV-DO Unknown Sprint Nextel
Cox Wireless CDMA Unknown
CREDO Moble CDMA CDMA2000, EV-DO Unknown Working Assets
Cricket CDMA CDMA2000, EV-DO 5.848 (February Leap Wireless
Communications 2011)
Cross GSM GPRS, EDGE Unknown Cross
DTC Wireless GSM GPRS, EDGE Unknown DTC Wireless
Systems
Eclipse Mobile CDMA CDMA2000, EV-DO Unknown New World
Innovators Inc.
Earthtones GSM Unknown Unknown
Einstein Wireless GSM GPRS, EDGE Unknown Airadigm
Communications
Element Mobile CDMA CDMA2000, EV-DO Unknown Element Mobile
Epic PCS GSM CDMA2000, EV-DO Unknown Epic Touch
Fuzion Mobile GSM Unknown Fuzion Mobile, Inc.
GCI Wireless GSM GPRS, EDGE 0.139(March 2011) General
Communication
Golden State CDMA CDMA2000 Unknown California RSA No.3
65

Cellular
GTC Wireless GSM Unknown Atrium Wireless
Partners, LLC
i-wireless CDMA CDMA2000, EV-DO Unknown Kroger
i wireless GSM GPRS, EDGE Unknown Iowa Wireless
Serivces
Immix GSM GPRS, EDGE Unknown Immix
Indigo Wireless GSM GPRS, EDGE Unknown Indigo Wireless
Jitterbug Wireless CDMA CDMA2000, EV-DO Unknown Jitterbug Wireless
Jolt Wireless GSM Unknown Jolt Wireless
KTC GSM GPRS Unknown Kaplan Telnet
Liberty Wireless CDMA CDMA2000, EV-DO Unknown TelePlus
Enterprises, Inc.
Lightyear Wireless CDMA CDMA2000, EV-DO 0.060(2010 July) Lightyear Network
Solutions
Locus Mobile GSM, CDMA Unknown Locus
Telecommunications
Long Lines Wireless GSM GPRS, EDGE Unknown Long Lines
Lucky Wireless CDMA Unknown Lucky Wireless
MetroPCS CDMA CDMA2000, LTE 8.881(May 2011) MetroPCS
Communications,
Inc.
Mid-Tex Cellular GSM GPRS, EDGE Unknown Mid-Tex Cellular
Mobal Freedom GSM GPRS, EDGE Unknown Mobal
Communications
NationPCS CDMA CDMA2000 Unknown Nation PCS A
division of Xila
Telecom Group LLC
Movida Wireless CDMA CDMA2000, EV-DO 0.267(2008 March) Movida
Communications,
Inc.
NEP Wireless GSM GPRS, EDGE Unknown North-Eastern
Pennsylvania
Telephone
Nex-Tech Wireless CDMA CDMA2000, EV-DO Unknown Nex-Tech
nTelos CDMA CDMA2000, EV-DO 0.432(April 2011) nTelos Holdings
Corp.
66

Page Plus Cellular CDMA CDMA2000 Unknown Page Plus Cellular

Pine Cellular GSM GPRS Unknown Pine Cellular
Pioneer Cellular CDMA CDMA2000, EV-DO Unknown Pioneer Cellular
Plateau Wireless GSM GPRS, EDGE 0.079(April 2011) PlateauTel
PlatinumTel CDMA Unknown PlatiumTel
Prepaid Wireless Communications,
LLC
Pocket CDMA 1xRTT Unknown Pocket
Pure Mobile CDMA Unknown Powered by Telrite
Pure Prepaid GSM Unknown Powered by Telrite
Pure TalkUSA GSM Unknown Powered by Telrite
Revol Wireless CDMA CDMA2000 Unknown Cleveland
Unlimited
ReadyMobile CDMA CDMA2000, EV-DO Unknown HH Ventures
Simmetry GSM GPRS, EDGE Unknown Simmetry
Simple Mobile GSM, UMTS, GAN GPRS, EDGE, UMTS, 1 Simple Mobile
HSPA, HSPA+
Shaka Mobile GSM, CDMA GPRS, EV-DO Unknown Shaka Mobile
SouthernLINC iDEN 0.17(April 2011) Southern Company
Sprint Nextel CDMA, iDEN, UMTS CDMA2000, EV-DO, 51.031(May 2011) Sprint Nextel
Wholesale and WiMAX Corporation
affiliates
Standing Rock CDMA Unknown Tribally Owned
Telecom
Stelera Wireless HSPA Unknown Stelera Wireless
LLC
STI Mobile CDMA CDMA2000, EV-DO Unknown STi Mobile
Syringa Wireless CDMA CDMA2000 0.00135 Syringa Wireless
Telecom North GSM GPRS Unknown Telecom North
America Mobile Inc America Inc
TerreStar GSM terrestrial and GPRS, EDGE, HSPA Unknown Terrestar
satellite Corporation
Thumb Cellular CDMA CDMA2000, EV-DO 0.037 Thumb Cellular
T-Mobile USA GSM, UMTS, GAN GPRS, EDGE, UMTS, 33.635(May 2011) Deutsche Telekom
HSPA, HSPA+
TracFone Wireless GSM, CDMA GPRS, CDMA2000 17.75 (December Amrica Mvil
67

2010)
Tru GSM, UMTS, HSDPA GPRS, EDGE, UMTS, Unknown Software Cellular
HSPA Network Ltd (North
America)
Trumpet Mobile CDMA CDMA2000, EV-DO Unknown Affinity Mobile
Tyo Mobile GSM GPRS, EDGE Unknown IDT Corp.
Union Wireless GSM GPRS Unknown Union Telephone
U.S. Cellular CDMA CDMA2000, EV-DO 6.033(May 2011) U.S. Cellular
Corporation
Verizon Wireless CDMA, UMTS CDMA2000, EV-DO, 102.2(April 2011) Verizon
LTE Communications
(55%) and Vodafone
(45%)
Viaero Wireless GSM GPRS, EDGE Unknown Viaero Wireless
Virgin Mobile USA CDMA CDMA2000, EV-DO Unknown Sprint Nextel
West Central GSM GPRS, EDGE Unknown West Central
Wireless Wireless
Westlink GSM GPRS, EDGE Unknown Westlink
Communications
XIT Communications GSM GPRS, EDGE Unknown XIT Communications
Xtreme Mobile CDMA CDMA2000, EV-DO Unknown Xteme Mobile
CTIA
4 Verizon 3G
The Eastern seaboard, including other major Northeast regions: Norfolk, VA to Washington, DC,
Baltimore, Philadelphia and Pittsburgh, New York, including Albany, Buffalo and Rochester,
through to Boston in Portland, Maine; and Burlington, Waterbury and Montpelier in Vermont
Midwest: Chicago, Illinois and Gary, Indiana, St. Louis; several locations throughout Ohio
including: Columbus, Akron, Toledo and Cleveland; in the greater Kansas City area, including
Overland Park, Topeka and St. Joseph, Missouri, and in Wichita; major markets in and around
Detroit, Michigan including Lansing and Ann Arbor and Milwaukee's metro area
Major Texas markets: Dallas, Fort Worth, Houston, Austin, San Antonio, Corpus Christi, McAllen
and Brownsville
The east and west coasts of Florida: Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, Lakeland,
Tampa/St. Petersburg, Key West and the greater Orlando area
West: in the technology-savvy Silicon Valley and San Francisco Bay Area of Northern California;
Salt Lake City, Utah; in Portland, Oregon; throughout all of Southern California, including
68

the cities of Los Angeles, San Bernardino, San Diego and Palm Springs
5 AT&T
28AT&T

2002 GPRS "Project Genesis"
2004.10 Cingular Wireless LLC 419 AT&T
4600 Cingular logo
2004 GPRS
2005.11 CEO Ed Whitacre, CEO AT&T logo Cingular
logo
200512 WCDMA
2006.12 WCDMA
2007 iphone
2009 WCDMA HSUPA
2010 HSUPA HSPA+
2011 LTE : Atlanta, Chicago, Dallas, Houston, San Antonio
2011.09.20 LTE 15 LTE
700 AT&T 4G/LTE HTC
Jetstream 10.1 WXGA Android 3.1
1.5GHz 1080P AT&T USB Momentum
4GAT&T Elevate 4GAT&T USB Adrenaline
AT&T
6 700Mhz
700MHz 2011 7
1. Auction 73http://wireless.fcc.gov/auctions/default.htm?job=auction_summary&id=73
69

29Auction 73
Date Auction 73 began on
1/24/2008
and closed on
3/18/2008
(See Public Notice DA 07-4171)
Licenses Block A: 176 Economic Area (EA) licenses
Block B: 734 Cellular Market Area (CMA) licenses
Block E: 176 Economic Area (EA) licenses
Block C: 12 Regional Economic Area Grouping (REAG) licenses
Block D: 1 nationwide license (subject to conditions respecting a
public/private partnership)
1,099 licenses total
Spectrum 698-806 MHz band (700 MHz Band)
Bandwidth 62 MHz total: 6-22 MHz per license
Block A: 12 MHz (698-704 / 728-734 MHz)
Block B: 12 MHz (704-710 / 734-740 MHz)
Block E: 6 MHz (722-728 MHz)
Block C: 22 MHz (746-757 / 776-787 MHz)
Block D: 10 MHz (758-763 / 788-793 MHz)
Winning Bidders 101
Rounds 261
Qualified Bidders 214
Licenses Won 1090
Licenses Held By FCC 9
Net Bids $18,957,582,150
Gross Bids $19,120,378,000
FCC
Verizon C 7 A 25 94
Google C FCC Verizon C
46 Google Verizon FCC
Verizon
AT&T B 227 66 AT&T 25 Aloha
Partners C
Qualcomm 10.3 BE MediaFLO TV
EchoStar Frontier Wireless 7.12 E 168
70

U.S. Cellular Corp King Street Wireless, 4 152

MetroPCS, 3.13 A

30Auction 73
Block MHz Number of Aggregate Total % of Total POP Current FCC Held
Licenses PWBs Reserve Cost per Licenses
MHz-pop
A 2*6 176 $3,961,174,000 219% 285,245,819 $1.16 2
B 2*6 734 $9,143,993,000 665% 284,435,538 $2.68 6
C 2*11 12 $4,748,319,000 102% 285,620,445 $0.76 0
D 2*5 1 $472,042,000 35% 285,620,445 $0.17 0
E 6 176 $1,266,892,000 140% 285,620,445 $0.74 0
Average $1.1
Wirelessstrategy
2. Auction 92http://wireless.fcc.gov/auctions/default.htm?job=auction_summary&id=92
31Auction 92
Date Auction 92 began on
7/19/2011
and closed on
7/25/2011
Licenses Block A: 2 Economic Area (EA) licenses
Block B: 14 Cellular Market Area (CMA) licenses
16 licenses total
Spectrum 698-806 MHz band ("700 MHz Band")
Bandwidth Block A: 12 MHz (698-704 / 728-734 MHz)
Block B: 12 MHz (704-710 / 734-740 MHz)
Winning Bidders 7
Rounds 30
Qualified Bidders 19
Licenses Won 16
Net Bids $19,770,250
71

Gross Bids $20,402,000
FCC

Frequency
(a) 23052320 MHz and 23452360 MHz bands. The following frequencies are available for WCS in
the 23052320 MHz and 23452360 MHz bands:
(1) Two paired channel blocks are available for assignment on a Major Economic Area basis as follows:
Block A: 23052310 and 23502355 MHz; and
Block B: 23102315 and 23552360 MHz.
(2) Two unpaired channel blocks are available for assignment on a Regional Economic Area Grouping
basis as follows:
Block C: 23152320 MHz; and
Block D: 23452350 MHz.
(b) 746763 MHz, 775793 MHz, and 805806 MHz bands. The following frequencies are available
for licensing pursuant to this part in the 746763 MHz, 775793 MHz, and 805806 MHz bands:
(1) Two paired channels of 1 megahertz each are available for assignment in Block A in the 757
758 MHz and 787788 MHz bands.
(2) Two paired channels of 1 megahertz each are available for assignment in Block B in the 775
(3) Two paired channels of 11 megahertz each are available for assignment in Block C in the 746
757 MHz and 776787 MHz bands. In the event that no licenses for two channels in this Block C
are assigned based on the results of the first auction in which such licenses were offered because
the auction results do not satisfy the applicable reserve price, the spectrum in the 746757 MHz
and 776787 MHz bands will instead be made available for assignment at a subsequent auction as
follows:
(i) Two paired channels of 6 megahertz each available for assignment in Block C1 in the 746752
MHz and 776782 MHz bands.
(ii) Two paired channels of 5 megahertz each available for assignment in Block C2 in the 752
(4) Two paired channels of 5 megahertz each are available for assignment in Block D in the 758
(c) 698746 MHz band. The following frequencies are available for licensing pursuant to this part
in the 698746 MHz band:
(1) Three paired channel blocks of 12 megahertz each are available for assignment as follows:
Block A: 698704 MHz and 728734 MHz;
Block B: 704710 MHz and 734740 MHz; and
Block C: 710716 MHz and 740746 MHz.
(2) Two unpaired channel blocks of 6 megahertz each are available for assignment as follows:
Block D: 716722 MHz; and
72

Block E: 722728 MHz.

(d) 13901392 MHz band. The 13901392 MHz band is available for assignment on a Major Economic
Area basis.
(e) The paired 13921395 and 14321435 MHz bands. The paired 13921395 MHz and 14321435 MHz
bands are available for assignment on an Economic Area Grouping basis as follows: Block A: 1392
1393.5 MHz and 14321433.5 MHz; and Block B: 1393.51395 MHz and 1433.51435 MHz.
(f) 16701675 MHz band. The 16701675 MHz band is available for assignment on a nationwide basis.
(g) [Reserved]
(h) 17101755 MHz and 21102155 MHz bands. The following frequencies are available for licensing
pursuant to this part in the 17101755 MHz and 21102155 MHz bands:
Block A: 17101720 MHz and 21102120 MHz;
Block B: 17201730 MHz and 21202130 MHz; and
Block F: 17451755 MHz and 21452155 MHz.
Block C: 17301735 MHz and 21302135 MHz;
Block D: 17351740 MHz and 21352140 MHz; and
Block E: 17401745 MHz and 21402145 MHz.
License period.
(a) 23052320 MHz and 23452360 MHz bands. Initial WCS authorizations for the 23052320 MHz and
23452360 MHz bands will have a term not to exceed ten years from the date of original issuance
or renewal.
(b) 698763 MHz, 776793 MHz, 775776, and 805806 MHz bands . Initial authorizations for the
698763 MHz and 776793 MHz bands will extend for a term not to exceed ten years from June 13,
2009, except that initial authorizations for a Part 27 licensee that provides broadcast services,
whether exclusively or in combination with other services, will not exceed eight years. Initial
authorizations for the 775776 MHz and 805806 MHz bands shall not exceed April 27, 2015. Licensees
that initiate the provision of a broadcast service, whether exclusively or in combination with other
services, may not provide this service for more than eight years or beyond the end of the license
term if no broadcast service had been provided, whichever period is shorter in length.
(c) 13901392 MHz band. Initial authorizations for the 13901392 MHz band will have a term not
to exceed ten years from the date of initial issuance or renewal.
(d) The paired 13921395 and 14321435 MHz bands. Initial WCS authorizations for the paired 1392
1395 MHz and 14321435 MHz bands will have a term not to exceed ten years from the date of initial
issuance or renewal.
(e) 16701675 MHz band. Initial authorizations for the 16701675 MHz band will have a term not
to exceed ten years from the date of initial issuance or renewal.
(f) [Reserved]
(g) 17101755 MHz and 21102155 MHz bands. Authorizations for the 17101755 MHz and 21102155
73

MHz bands will have a term not to exceed ten years from the date of initial issuance or renewal,
except that authorizations issued on or before December 31, 2009, shall have a term of fifteen years.
7 2.6GHz
2.6GHz LTE ITU Recommendation ITU-R M.1036-3
2.6GHz
1 Option 1: Preconfigured allocations of paired (FDD) and unpaired (TDD) spectrum -2x70MHz for
FDD and 50MHz for TDD;
2 Option 2: Paired spectrum only, with the uplink portion of some pairs in another undetermined
band;
3 Option 3: Flexibility - the bidders for spectrum can decide how they want to allocate the spectrum
they acquire to paired (FDD) or unpaired (TDD) operation;
32ITU 2.6GHz
ITU
option 1 option3

LTE 4
TeliasoneraTele2Telenor Hi3G
Teliasonera Telia sonera 2002
3 2009 12 15
Teliasonera 4G
TeliaSonera LTE RBS6000 LTE
74

SmartEdge 1200 EDA

LTE TeliaSonera 2011
25 LTE 4 (Lulea)
Sweden, Norway, Denmark, Finland Baltic
7130
swap
2009 04 Tele250% Telenor50%
Net4Mobility 900MHz 2.6GHz 900MHz GSM2.6GHz LTE
4G Teliasonera LTE 5.5 (Stockholm)
(Goteborg)(Malmo)(Karlskrona)(Lund) 2010
Net4Mobility 18 100 LTE 2013
LTE 99% LTE
Hi3G 3G

FDD FDD TDD Canada-based Craig
Wireless 2009 2 50% 50% TDD TDD

DNA, Elisa TeliaSonera 900Mhz 1800 MHz bands 2.1 GHz
FDD FDD TDD 50Mhz FDD
10Mhz 40MHz 5Mhz
20Mhz TDD 50MHz TDD
2.6G LTE ( LTE TDD 2575-2615MHz
40 ),1.5GHz1.8GHz 2.1Ghz

32

NPT 2007 11 (B) Five Arctic Telenor paired: FDD
unpaired Wireless 2*20Mhz EUR0.022/ LTE
blocks of AS, Craig paired MHz/pop; FDD TDD
2.6MHz 10MHz at Wireless spectrum unpaired:
the Systems 20MHz EUR0.029/ WiMAX
centre of Ltd., unpaired MHz/pop
CEPT the Hafslund spectrum
2.6GHz Telekom Netcom
band AS, 2*15MHz
(2570 MHz NetCom AS paired
to 2620 and spectrum
MHz). Telenor Craig
(C) Eight ASA. wireless
75

paired
blocks of 50MHz TDD
2x5 MHz in spectrum
the 2.6 http://
GHz band www.npt.n
(2500-254 o/ikbView
0 MHz er/Conten
paired t/105026/
with Oversikt%
2620-2660 20over%20
MHz). resultat.
(D) Three JPG
unpaired
blocks of
10 MHz
below
sub-band
B in the
2.6 GHz
band
(2540-257
0 MHz).
(E) Three
unpaired
blocks of
10 MHz at
the top
end of the
2.6 GHz
band
(2660-269
0 MHz).
15

PTS 2008 5 2500 Telenor Tele2 Telenor Paired: FDD
MHz Tele2 Telenor 5.33 EUR0.16/M LTE
-2690MHz TeliaSone Hz/pop; FDD TDD
15 ra unpaired:
Hi3G Net4mobil TeliaSone EUR0.037/ WiMAX
CEPT 14 Intel ity ra MHz/pop
FDD TeliaSone 5.63
1 ra
TDD 2X20MHz

76

Intel
50MHz
2 x 70
MHz FDD + Hi3G
50 MHz 15 2 X 10MHz
TDD
http://
www.pts.s
e/en-gb/I
ndustry/R
adio/Autc
tions/Lic
ences%20i
n%202500-
2690%20MH
z/
2011 3 TeliaSone TeliaSone TeliaSone
800MHz 6 raHi3G raHi3G ra
Net4Mobil Net4Mobil 8.72
ity Com ity SEK Hi3G
5*10MHz Hem 2*10Mhz 4.31
25 Netett http:// SEK
Sverige www.pts.s Net4Mobil
e/en-gb/I ity
ndustry/R 7.69
adio/Autc SEK
tions/Lic 20.72
ences-in- SEK
800-MHz-b 3.25 $
and/
2009 12 2500-2690 DNA, The Total paired: FDD
FICORA MHz,FDD Elisa and winning revenue EUR0.0032 LTE FDD
14 TeliaSone parties of the /MHz/pop;
2*5MHz ra regarding auction unpaired:
TDD 5 the was EUR0.0056
spectrum 3.797.800 /MHz/pop
10MHz for FDD euros
20 were
Elisa Oyj
(50MHz),
TeliaSone
ra
Finland
Oyj
77

(50MHz)
and DNA Oy
(40MHz).
The
winner of
the 50MHz
spectrum
for TDD
was
Pirkanmaa
n Verkko
Oy
http://
www.ficor
a.fi/en/i
ndex/palv
elut/palv
elutaihei
ttain/rad
iotaajuud
et/huutok
auppa.htm
l
2010 5 2500-2690 Hi3GTDC http://en Hi3G: 95 Paired: FDD
NITA MHz Telenor .itst.dk/ EUR0.154/ LTE FDD
CEPT Telia spectrum- ;TDC:44 MHz/pop;
equipment 79 unpaired:
20 /Auctions Telenor EUR0.0025
-and-call 4479 /MHz/pop
s-for-ten Telia
ders/2-5- 4519
ghz/resul
ts-of-the 1.36
-auction
2010 4 ITU Ziggo, Vodafone Vodafone Paired: FDD
OPTA option1, Tele 2, 20 EUR0.0012 LTE FDD
KPN, 2*10MHz, , /MHz/pop;
20 Vodafone Ziggo/UPC Ziggo/UPC unpaired
and 101
T-Mobile 2*20MHz
T-Mobile T-Mobile
11 KPN,
2*5MHz, , KPN Vodafone
KPN 91
78

2*10MHz,T T-Mobile
ele2 ,Tele2
2*20MHz 40 2
25MHz
FDD 2
40MHz
TDD

2010 5 E-Plus Vodafone 2.6G FDD
BnetzA 800MHz Telef D2 GmbH paired: LTE
2.1GHz nica O2 EUR0.022/ FDD
2.6GHz T-Mobile 1,422,503 MHz/pop; E-Plus
Vodafone ,000 euro unpaired:
2.6GHz (for a EUR0.021/
ITU total of MHz/pop TDD
option1, 12 LTE
15 blocks) TDD
Telef
nica O2
Germany
GmbH & Co.
OHG
1,378,605
,000 euro
(for a
total of
11
blocks)
Telekom
Deutschla
nd GmbH

1,299,893
,000 euro
(for a
total of
10
blocks)
E-Plus
79

283,645,0
00 euro
(for a
total of 8
blocks)
2011 2.6 GHz Bouygues
ARCEP 10 and 800 Telecom
MHz Free
Mobile;
Orange
France;
Socit
Franaise
du Radiot
l
phone
(SFR).
2011 8 800MHz Vodafone http://ww 2.6GHz:
Ministr 900MHz ES, Vodafone w.mityc.e EUR0
y of 2.6GHz Orange, 20MHz s/es-es/g 0.24/MHz/
Industry Yoigo(Tel 2x10MHz abinetepr pop
270MHz iaSonera 800MHz ensa/nota
), sprensa/d
ONO 40MHz ocuments/
2x20MHz npfinaliz
2.6GHz acionsuba
sta010811
http:// .pdf
www.mityc
.es/en-US
/Gabinete
Prensa/No
tasPrensa
/2011/Pag
inas/npfi
naizacion
subasta01
0811.aspx

2011 800, Linkem,
MSE 9 1800, H3G,
2000 and Vodafone
2600 Mhz Omnitel,
bands. Telecom
80

Italy and
Wind
Telecomun
icazioni
2011 800MHz
Ofcom 2012 2.6GHz

3/4
http://
media.ofc
om.org.uk
/2011/03/
22/ofcom-
prepares-
for-4g-mo
bile-auct
ion/
2010 10 ITU http://ww
ACMA option1 w.rtr.at/
en/tk/Spe
ktrum2600
MHz

Anatel
2010 7
ICASA
2.6GHz
3.5GHz

2011 700Mhz
Industr 2.6GHz
y Canada
2009 1 ITU Genius Genius 15 Paired: FDD
(OFTA) option1, Brand Brand EUR0.23/M LTE
15 Limited Limited Hz/pop;
CSL CSL unpaired
Limited Limited Genius
China China Brand
Mobile Mobile CSL
Hong Hong 5.19
Kong Kong 4.98
Company Company
81

Limited Limited 5.24

2*15Mhz

http://
www.ofta.
gov.hk/en
/industry
/broadban
d/main.ht
ml
NTT,KDDI

Softbank
LTE

2009 6
10
E
Mobile
NTT
DoCoMo
Softbank
mobile
KDDI

cellular
5

4G

LTE

1.5GHz

2010 11 2570
2620MHz LTE TDD
50MHz

1.8GHz
82


2.6GHz

2.3GHz

HSPA
HSPA+
KCC 2011 8 800MHz Korea SK FDD
1.8GHz Telecom LTE FDD
2.1GHz SK 1800MHz
Telecom 20MHz
LG U+
KT
800MHz
10MHz

2012 FDD
(IDA) LTE FDD

(SingTel)

(StarHub)
M1QMax

PacketOne

2.3GHz/2.
6GHz

2005

2015
6

4G
83


IDA
2015

4G

M1

2.6GHz

LTE
DoT 2010 6 2 20Mhz Tata Infotel FDD
Telecom 28 LTE
2.3GHz Qualcomm
2.6G Vodafone 20Mhz TDD
Essar LTE
2011 Limited 20MHz TDD
Reliance 4
2012 WiMax
Limited http://ww
w.dot.gov
.in/as/Au
ction%20o
f%20Spect
rum%20for
3G%20&%20
BWA/BWA%2
0Auction%
20Results
/BWA_Auct
ion_-_Fin
al_Result
s.pdf
2010 3 2.3G MTS Rosteleco Yota
ROSKOMN VimpelCom m
84

ADZOR 30MHz Megafon 38 2.5G

2.6G LTE
30Mhz
2011
Sibirtele
com
Vainakh
Telecom

Tomsk
Chechnya

19

Russian
-made
equipment

8
3316
CAPEX 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
AT&T 11.5 11.2 6.8* 5.2 5.1 5.6 8.3 17.7 19.7 16.6 19.5
(Bn of Verizon () 4.3 5.0 4.4 4.6 5.6 6.5 6.6 6.5 6.5 7.2 8.4
USD) AMRICA MVIL 1.0 1.0 0.8 2.8 1.7 3.5 3.1 3.2 6.1 3.4 6.3
16.8 17.2 12.0 12.6 12.4 15.6 18.0 27.4 32.3 27.1 34.2
Total(USD)
YOY 31% 2% -30% 5% -1% 25% 16% 52% 18% -16% 26%
12.8% 13.2% 14.5% 17.0% 16.0% 17.3% 17.1% 23.9% 23.2% 19.2% 24.4%
10 CAGR 7.4%
Vodafone 0.8 21.7 5.0** 6.2 4.9 5.8 4.8 5.8 6.7 7.1 7.1
(Bn of BT(GBP) 3.7 5.0 3.9 2.4 2.7 3.0 3.1 3.2 3.3 3.0 2.5
EUR) BT 4.3 5.8 4.5 2.8 3.1 3.5 3.6 3.8 3.9 3.5 2.9
Telefonica 21.1 8.4 3.8*** 3.7 3.8 4.4 7.7 8.0 8.4 7.3 10.8
Deutsche 23.5 11.2 7.9 6.4 6.4 9.3 11.8 8.0 8.7 9.2 9.9
Telekom
Telenor Group 1.4 1.5 1.2 0.8 1.7 2.1 2.5 2.5 2.7 2.1 1.5
TeliaSonera 1.8 2.3 1.2 0.3 0.4 0.1 0.1 0.5 0.5 1.3 1.3
85

Orange 7.2 8.1 7.9 5.1 5.1 6.0 6.7 7.0 6.9 5.3 5.5
Total(USD) 84.2 82.8 44.3 35.6 35.6 43.8 52.2 49.9 53.0 50.1 54.7
YOY -2% -47% -20% 0% 23% 19% -4% 6% -5% 9%
64.3% 63.5% 53.5% 48.1% 45.8% 48.6% 49.4% 43.5% 38.1% 35.5% 38.9%
10 CAGR -4.2%
NTT Docomo 1013.0 1032.3 854.0 805.5 861.5 887.1 934.4 758.7 737.6 686.5 669.0
(Bn of KDDI 560.2 374.5 246.2 253.3 342.4 342.4 414.7 438.5 517.0 575.1 518.0
JPY) Total(USD) 19.8 17.7 13.9 13.3 15.2 15.5 17.0 15.1 15.8 15.9 15.0
YOY -11% -22% -4% 14% 2% 10% -11% 5% 1% -6%
15.1% 13.6% 16.8% 18.0% 19.6% 17.2% 16.1% 13.2% 11.4% 11.3% 10.7%
10 CAGR -2.8%
SK telecom 1794.0 1241.0 1964.0 1696.0 1607.0 1470.0 1520.0 1860.0 1920.0 1770.0 1850.0
Bn Total(USD) 1.6 1.1 1.8 1.5 1.4 1.3 1.4 1.7 1.7 1.6 1.7
of YOY 66% -31% 58% -14% -5% -9% 3% 22% 3% -8% 5%
KRW 1.2% 0.9% 2.1% 2.1% 1.9% 1.5% 1.3% 1.5% 1.2% 1.1% 1.2%
10 CAGR 0.3%
28.9 42.2 49.6 49.6 64.0 71.5 87.0 105.1 136.3 129.4 124.3
(Bn of 25.2 31.3 18.9 19.8 18.4 17.4 21.5 25.7 70.5 112.5 70.2
CNY) 23.6 54.0 27.0
Total(USD) 8.5 11.6 10.8 10.9 13.0 14.0 17.1 20.6 36.3 46.6 34.9
YOY 95% 36% -7% 1% 19% 8% 22% 21% 76% 28% -25%
6.5% 8.9% 13.0% 14.8% 16.7% 15.5% 16.2% 18.0% 26.1% 33.0% 24.8%
10 CAGR 15.1%
Total Total(USD) 131.0 130.4 82.7 74.0 77.6 90.2 105.7 114.7 139.0 141.2 140.4
(Bn of YOY 0% -37% -10% 5% 16% 17% 9% 21% 2% -1%
USD) 10 CAGR 0.7%
*AT&T
**Vodafone 3G 2001
*** Telefonica UMTS
86

IT / MBA9 IT 3 2011
3
2010 4
2010 15
S10701080711210755-8351623113760273833liux@cgws.com
S0630110060053010-88366060-886513911393598yangj@cgws.com
S1070611100006021-6168031418602109861xieyw@cgws.com
87


6008 16
518034
86-755-83516207
112 10
100044
86-10-88366686
http://www.cgws.com
88

通信行业："中""华""4G"谈－下一代无线蜂窝网LTE发展现状及投资策略

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通信行业："中""华""4G"谈－下一代无线蜂窝网LTE发展现状及投资策略

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- http://bg.panlv.

LTE rel8-10 2.6GHz 700MHz jinw@cgws.com

LTE FDD S1070111040040

LTE FDD 2012-2014 , 1.22 1.43

LTE TDD 2013 1.20 1.50

2012-2014 CAGR 5% 09 +2% 2010 10.00%

GREATWALL SECURITIES CO.,LTD

GREATWALL SECURITIES CO.,LTD

GREATWALL SECURITIES CO.,LTD

9Verizon wireless 3G ................................................ 21

GREATWALL SECURITIES CO.,LTD

LTE LTE 3G 4G 3.75G3GPP 2004

GREATWALL SECURITIES CO.,LTD

LTE Rel.8 2009 Rel.10 2011 9

2011 -2012 LTE

LTE FDD 2012-2014 , LTE

3G ,TDD FDD LTE

GREATWALL SECURITIES CO.,LTD

GREATWALL SECURITIES CO.,LTD

GREATWALL SECURITIES CO.,LTD

CDMA TDMA FDMA

IMT-DS IMT-MC IMT-TC IMT-SC IMT-FT

2007 IEEE 802.16e (WiMax,TDMA) IMT-2000

3GPP2 ,CDMA2000 3GPP2

GREATWALL SECURITIES CO.,LTD

Cell spectral Downlink:3 bit/s/Hz/cell

Peak spectral Downlink:15 bit/s/Hz

Bandwidth 40MHz, 100MHz

Cell edge user Downlink:0.1 bit/s/Hz

CDMA2000 3GPP ITU 4G

Cell Downlink: 3 to 4 times Downlink:3.7

Uplink: 2 to 3 times Uplink:2 bit/s/Hz/cell

Peak Downlink:5 bit/s/Hz Downlink:30 bit/s/Hz

Bandwidth 1.4,3,5,10,15,20Mhz 100MHz

Downlink :2 to 3 times Downlink:0.12 bit/s/Hz

LTE LTE Release 8 4G

TD-SCDMA HSPA HSPA+ LTE TDD

GREATWALL SECURITIES CO.,LTD

2.2 LTE FDD LTE TDD

TD-SCDMA WCDMA 3GPP 3G TD-SCDMA

GREATWALL SECURITIES CO.,LTD

GREATWALL SECURITIES CO.,LTD

LTE WCDMA TD-SCDMA

One radio frame, Tf = 307200Ts = 10 ms

One half-frame, 153600Ts = 5 ms

Subframe #0 Subframe #2 Subframe #3 Subframe #4 Subframe #5 Subframe #7 Subframe #8 Subframe #9

GREATWALL SECURITIES CO.,LTD

LTE TDD LTE FDD

3LTE FDD LTE TDD

GREATWALL SECURITIES CO.,LTD

LTE TDD LTE FDD

1. TDD FDD LTE TDD LTE FDD

GREATWALL SECURITIES CO.,LTD

(55%) and Vodafone

GREATWALL SECURITIES CO.,LTD

2003, Verizon Wireless CDMA2000 EVDO rev0 San Diego

2007 6 30 verizon wireless EV-DO Rev A

2009 Verizon wireless Boston Seattle LTE

2010 12 verizon wireless 1/3 60 LTE

Verizon wireless 2001 2010 retailARPU

10Verizon wireless ARPU

50.44 51.57 51.84 50.89 51.56

20.00 17.73 40%