10th Edition. Global Base Station Market Analysis and Forecast, March 2014

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Market Analysis Earl J. Lum +1-650-430-2221 elum@ejlwireless.com 10th Edition Global Base Station Market Analysis and Forecast, 2014-2018 March 2014 Entire contents.

The transfer of this publication in either paper or electronic form to unlicensed third parties is strictly forbidden.

1 Market Analysis Earl J. Lum th Edition Global Base Station Market Analysis and Forecast, March 2014 Entire contents. Reproduction of this publication in any form without prior written permission is strictly forbidden and will be prosecuted to the fully extent of US and International laws. The transfer of this publication in either paper or electronic form to unlicensed third parties is strictly forbidden. The information contained herein has been obtained from sources EJL Wireless Research LLC deems reliable. EJL Wireless Research disclaims all warranties as to the accuracy, completeness, or adequacy of such information. EJL Wireless Research LLC shall have no liability for errors, omissions, or inadequacies in the information contained herein or for the interpretation thereof. The reader assumes sole responsibility for the selection of these materials to achieve its intended results. The opinions expressed herein are subject to change without notice.

2 TABLE OF CONTENTS EXECUTIVE SUMMARY Review: The Year of LTE Forecast...11 Demand Drivers for Our Forecast...13 Summary...14 RESEARCH METHODOLOGY CHAPTER 1: OVERALL MARKET PERFORMANCE : Record Shipments for LTE: TDD Driving Volumes OEM Analysis Huawei Becomes Dominant Market Leader The Chinese Factor BTS Forecast CHAPTER 2: LTE LTE Market Share Demand Focused on 700/2600MHz Frequency Bands LTE BTS Forecast Momentum for LTE TDD in China and beyond...45 CHAPTER 3: W-CDMA/HSPA+ BTS W-CDMA Market Share Analysis Shipments of W-CDMA900 up 58% in The Chinese Factor W-CDMA Forecast CHAPTER 5: GSM-BECOMING OBSOLETE GSM Market Share Analysis The Chinese Factor GSM900/GSM1800 Technology Becomes Obsolete GSM Forecast CHAPTER 6: CDMA2000 1X/EV-DO CDMA Market Share Analysis The Chinese Factor CDMA850 Continues to remain the segment leader CDMA2000 Forecast CHAPTER 7: GEOGRAPHICAL MARKET SHARE China: LTE Driving Strong Rebound North & Latin America Western & Eastern Europe Africa & Middle East Asia Pacific Brazil/Russia/India/China (BRIC) Analysis...89 CHAPTER 8: BTS CONFIGURATION TYPES drru BTS crfm BTS crfm vs. drru Forecast...97 CHAPTER 9: REMOTE RADIO UNITS (RRU) ANALYSIS W-CDMA RRU LTE RRU LTE-FDD RRU LTE-TDD RRU

3 CHAPTER 10: BTS OEM COMPANY PROFILES Alcatel-Lucent Ericsson Huawei Technologies Nokia Solutions Networks Samsung Electronics ZTE

4 TABLES Table 1: Global BTS Market Share by OEM, (Units) Table 2: Global BTS Market Share by Air Interface/Frequency, (Units) Table 3: Global BTS Market Share by Air Interface, (Units) Table 4: Global BTS Market Share by OEM, (Units) Table 5: Global BTS Market Share, Chinese vs. ROW, (Units) Table 6: Global BTS Forecast by Air Interface/Frequency, (Units) Table 7: Global BTS Forecast by Air Interface/Frequency, (% Market Share) Table 8: Global BTS Forecast by Air Interface/Frequency, (% YoY Growth) Table 9: Global BTS Forecast by Air Interface, (Units) Table 10: Global BTS Forecast by Air Interface, (% Market Share) Table 11: Global BTS Forecast by Air Interface, (% YoY Growth) Table 12: Global LTE BTS Market Share, (Units) Table 13: Global LTE-FDD BTS Market Share, (Units) Table 14: Global LTE-TDD BTS Market Share, (Units) Table 15: Global LTE BTS Market Share by Frequency, (Units) Table 16: Global LTE BTS Forecast, FDD vs. TDD, (Units) Table 17: Global LTE BTS Shipment Forecast, (Units) Table 18: Global LTE BTS Shipment Forecast, (% Market Share) Table 19: Global LTE BTS Shipment Forecast, (% Growth YoY) Table 20: Global W-CDMA BTS Market Share, (Units) Table 21: Global W-CDMA BTS Market Share by Frequency, (Units) Table 22: Global W-CDMA BTS Market Share, Chinese vs. ROW, (Units) Table 23: Global W-CDMA BTS Shipment Forecast, (Units) Table 24: Global W-CDMA BTS Shipment Forecast, (% Market Share) Table 25: Global W-CDMA BTS Shipment Forecast, (% YoY Growth) Table 26: Global GSM BTS Market Share, (Units) Table 27: Global GSM BTS Market Share, Chinese vs. ROW, (Units) Table 28: Global GSM BTS Market Share by Frequency, (Units) Table 29: Global GSM BTS Shipment Forecast, (Units) Table 30: Global GSM BTS Shipment Forecast, (% Market Share) Table 31: Global GSM BTS Shipment Forecast, (% YoY Growth) Table 32: Global CDMA2000 BTS Market Share, (Units) Table 33: Global CDMA2000 BTS Market Share, Chinese vs. ROW, (Units) Table 34: Global CDMA2000 BTS Market Share by Frequency, (Units) Table 35: Global CDMA2000 BTS Shipment Forecast, (Units) Table 36: Global CDMA2000 BTS Shipment Forecast, (% Market Share) Table 37: Global CDMA2000 BTS Shipment Forecast, (% YoY Growth) Table 38: Global BTS Shipment Forecast by Region, (Units) Table 39: Global BTS Shipment Forecast by Region, (% Market Share) Table 40: Global BTS Shipment Forecast by Region, (% YoY Growth) Table 41: Brazil/Russia/India/China BTS Forecast, (Units) Table 42: Brazil/Russia/India/China BTS Forecast, (% Market Share) Table 43: Global crfm vs. drru BTS Market Share, (Units) Table 44: Global drru BTS Market Share, (Units) Table 45: Global crfm BTS Market Share, (Units) Table 46: Global BTS Shipment Forecast by BTS Type, (Units) Table 47: Global BTS Shipment Forecast by BTS Type, (% Market Share) Table 48: Global BTS Shipment Forecast by BTS Type, (% YoY Growth) Table 49: Global RRU Shipment Forecast by Air Interface, (Units) Table 50: Global RRU Shipment Forecast by Air Interface, (% Market Share) Table 51: Global RRU Shipment Forecast by Air Interface, (% YoY Growth) Table 52: Global RRU Market Share, (Units) Table 53: Global W-CDMA RRU Market Share, (Units) Table 54: Global LTE RRU Market Share, (Units) Table 55: Global LTE-FDD RRU Market Share, (Units) Table 56: Global LTE-TDD RRU Market Share, (Units) Table 57: Alcatel-Lucent BTS Shipments by Air Interface/Frequency, (Units) Table 58: Alcatel-Lucent BTS Shipments by Air Interface, (Units) Table 59: Ericsson BTS Shipments by Air Interface/Frequency, (Units) Table 60: Ericsson BTS Shipments by Air Interface, (Units) Table 61: Nokia Solutions Networks BTS Shipments by Air Interface/Frequency, (Units) Table 62: Nokia Solutions Networks BTS Shipments by Air Interface, (Units)

5 Table 63: Samsung BTS Shipments by Air Interface/Frequency, (Units) Table 64: Samsung BTS Shipments by Air Interface, (Units) Table 65: ZTE BTS Shipments by Air Interface/Frequency, (Units) Table 66: ZTE BTS Shipments by Air Interface, (Units)

6 EXHIBITS Exhibit 1: Global BTS Market Share by OEM, 2013 (Units)...9 Exhibit 2: Global BTS Forecast , (% YoY Growth) Exhibit 3: Comparison of 2013 Global BTS Forecast vs. Actual Shipments Exhibit 4: Global BTS Shipments, (Units) Exhibit 5: Global BTS Market Share by Air Interface, 2013 (Units) Exhibit 6: Global BTS Market Share by Technology Generation, 2013 (Units) Exhibit 7: Global UMTS BTS Market Share by Technology, 2013 (Units) Exhibit 8: Global BTS Market Share by Air Interface, (Units) Exhibit 9: Global BTS Market Share by OEM, 2013 (Units) Exhibit 10: Global BTS Market Share, Chinese vs. ROW, (Units) Exhibit 11: Global BTS Market Share, Chinese vs. ROW, 2013 (Units) Exhibit 12: Global BTS Forecast , (% YoY Growth) Exhibit 13: Global BTS Shipment Forecast, Prior vs. Current, (Units) Exhibit 14: Global BTS Shipment Historical Trend, , (% YoY Growth) Exhibit 15: Global BTS Forecast by Air Interface, (% Market Share) Exhibit 16: Global BTS Forecast by Air Interface, 2018 (% Market Share) Exhibit 17: Comparison of 2013 Global LTE BTS Forecast vs. Actual Shipments Exhibit 18: Global LTE BTS Shipments, (Units) Exhibit 19: Global LTE BTS Market Share by OEM, 2013 (Units) Exhibit 20: Global LTE-FDD BTS Market Share by OEM, 2013 (Units) Exhibit 21: Global LTE-TDD BTS Market Share by OEM, 2013 (Units) Exhibit 22: LTE BTS Market Share by Frequency, 2013 (Units) Exhibit 23: Global LTE BTS Market Share by Frequency, (Units) Exhibit 24: Global LTE BTS Forecast , (% YoY Growth) Exhibit 25: Global LTE BTS Forecast, (Units) Exhibit 26: Global LTE BTS Forecast, Prior vs. Current, (Units) Exhibit 27: Global LTE BTS Forecast, FDD vs. TDD, (Units) Exhibit 28: Global LTE BTS Shipment Forecast by Frequency Band, (Units) Exhibit 29: TDD Frequency Bands, MHz Exhibit 30: Global W-CDMA BTS Shipments, (Units) Exhibit 31: Global W-CDMA BTS Market Share by OEM, 2013 (Units) Exhibit 32: Global W-CDMA BTS Market Share by Frequency, 2013 (Units) Exhibit 33: Global W-CDMA BTS Market Share by Frequency, (Units) Exhibit 34: Global W-CDMA BTS Market Share, Chinese vs. ROW, (Units) Exhibit 35: Global W-CDMA BTS Market Share, Chinese vs. ROW, 2013 (Units) Exhibit 36: Global W-CDMA BTS Shipment Forecast, , (% YoY Growth) Exhibit 37: Global W-CDMA BTS Shipment Forecast, (Units) Exhibit 38: Global W-CDMA BTS Shipment Forecast, Prior vs. Current, (Units) Exhibit 39: Global W-CDMA BTS Shipment Forecast, (Units) Exhibit 40: Comparison of 2013 GSM BTS Forecast vs. Actual Shipments (Units) Exhibit 41: Global GSM BTS Shipments, (Units) Exhibit 42: Global GSM BTS Market Share by OEM, 2013 (Units) Exhibit 43: Global GSM BTS Market Share, Chinese vs. ROW, (Units) Exhibit 44: Global GSM BTS Market Share, Chinese vs. ROW, 2013 (Units) Exhibit 45: Global GSM BTS Market Share by Frequency, 2013 (Units) Exhibit 46: Global GSM BTS Market Share by Frequency, (Units) Exhibit 47: Global GSM BTS Shipment Forecast, , (% YoY Growth) Exhibit 48: Global GSM BTS Shipment Forecast, (Units) Exhibit 49: Global GSM BTS Shipment Forecast, Prior vs. Current, (Units) Exhibit 50: Global GSM BTS Shipment Forecast, (Units) Exhibit 51: Comparison of 2013 CDMA2000 BTS Forecast vs. Actual Shipments (Units) Exhibit 52: Global CDMA2000 BTS Shipments, (Units) Exhibit 53: Global CDMA2000 BTS Market Share by OEM, 2013 (Units) Exhibit 54: Global CDMA2000 BTS Market Share, Chinese vs. ROW, (Units) Exhibit 55: Global CDMA2000 BTS Market Share, Chinese vs. ROW, 2013 (Units) Exhibit 56: Global CDMA2000 BTS Market Share by Frequency, 2013 (Units) Exhibit 57: Global CDMA2000 BTS Market Share by Frequency, (Units) Exhibit 58: Global CDMA2000 BTS Shipment Forecast, (% YoY Growth) Exhibit 59: Global CDMA2000 BTS Shipment Forecast, (Units) Exhibit 60: Global CDMA2000 BTS Shipment Forecast, Prior vs. Current, (Units) Exhibit 61: Global CDMA2000 BTS Shipment Forecast, (Units) Exhibit 62: Global BTS Market Share by Region, 2013 (Units)

7 Exhibit 63: Global BTS Forecast by Region, 2018 (Units) Exhibit 64: North & Latin America BTS Forecast by Region, (Units) Exhibit 65: Western & Eastern Europe BTS Forecast by Region, (Units) Exhibit 66: Africa & Middle East BTS Forecast by Region, (Units) Exhibit 67: Asia Pacific BTS Forecast, (Units) Exhibit 68: Brazil/Russia/India/China BTS Market Share, 2013 (Units) Exhibit 69: Brazil/Russia/India/China BTS Forecast, (Units) Exhibit 70: Brazil BTS Shipment Forecast (Units) Exhibit 71: Russia BTS Shipment Forecast (Units) Exhibit 72: China BTS Shipment Forecast (Units) Exhibit 73: India BTS Shipment Forecast (Units) Exhibit 74: China & India BTS Shipment Forecast (Units) Exhibit 75: Traditional vs. Distributed RRU BTS Market Share, 2013 (Units) Exhibit 76: Global BTS Market Share, crfm vs. drru, (Units) Exhibit 77: Global drru BTS Market Share, 2013 (Units) Exhibit 78: Global crfm BTS Market Share, 2013 (Units) Exhibit 79: Global BTS Shipment Forecast by BTS Type, (Units) Exhibit 80: Global RRU Shipment Forecast, (Units) Exhibit 81: Global RRU Shipment Forecast by Air Interface, (Units) Exhibit 82: Global RRU Market Share, 2013 (Units) Exhibit 83: Global RRU Shipments by Air Interface, 2013 (Units) Exhibit 84: Global W-CDMA RRU Market Share, 2013 (Units) Exhibit 85: Global LTE RRU Market Share, 2013 (Units) Exhibit 86: Global LTE-FDD RRU Market Share, 2013 (Units) Exhibit 87: Global LTE-FDD RRU Market Share, 2013 (Units) Exhibit 88: Alcatel-Lucent BTS Shipments by Air Interface/Frequency, 2013 (Units) Exhibit 89: Alcatel-Lucent BTS Shipments by Air Interface, 2013 (Units) Exhibit 90: Ericsson BTS Shipments by Air Interface/Frequency, 2013 (Units) Exhibit 91: Ericsson BTS Shipments by Air Interface, 2013 (Units) Exhibit 92: Huawei BTS Shipments by Air Interface/Frequency, 2013 (Units) Exhibit 93: Huawei BTS Shipments by Air Interface, 2013 (Units) Exhibit 94: Nokia Solutions Networks BTS Shipments by Air Interface/Frequency, 2013 (Units) Exhibit 95: Nokia Solutions Networks BTS Shipments by Air Interface, 2013 (Units) Exhibit 96: Samsung BTS Shipments by Air Interface/Frequency, 2013 (Units) Exhibit 97: Samsung BTS Shipments by Air Interface, 2013 (Units) Exhibit 98: ZTE BTS Shipments by Air Interface/Frequency, 2013 (Units) Exhibit 99: ZTE BTS Shipments by Air Interface, 2013 (Units)

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