报告称爱立信阿朗诺西领跑LTE 2013年市场规模翻番

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Infonetics Research最新调研分析结果显示，2012年第四季度全球移动基础设施市场（包括2G/3G/LTE/WiMAX）规模达108亿美元，环比增长8%，主要由北美、中国两大市场和欧洲持续的现代化项目驱动。从2011年到2012年，LTE市场规模增长了115%，受北美、日本和韩国市场为首的新全球部署浪潮冲击推动。
爱立信在LTE基础设施市场中保持领先地位，尽管诺基亚西门子通信第四季度与之缩小了差距，与此同时阿尔卡特朗讯是2012年全年排名第二的LTE基础设施供应商，并在2012年第四季度公布迄今为止最佳表现。
“美国、日本、韩国一直都是LTE的成长引擎，但它在金砖四国的疲软表现拖累了2012年整体移动基础设施市场。”Infonetics Research移动基础设施和运营商经济首席分析师史蒂凡·泰拉尔（Stephane Teral）表示，“不过好消息是金砖四国今年就将通过一些严谨的LTE支出重归。”
他补充称：“我们预测LTE市场将在2013年增长几乎一倍，轻松首次突破10亿美元大关。运营商正在第二波LTE部署浪潮中，LTE-Advanced正为真正的4G黄金时间做好准备，NTT DoCoMo、SK电信都计划在今年推出，俄罗斯Yota也有可能。”

Campbell, CALIFORNIA, March 13, 2013—Market research firm Infonetics Research released excerpts from its 4th quarter 2012 (4Q12) and year-end 2G, 3G, 4G Mobile Infrastructure and Subscribers report, which tracks 2G, 3G, LTE, and WiMAX network equipment and subscribers.


ANALYST NOTE
“The U.S., Japan, and South Korea have been fueling the engine with LTE, but weak activity in BRIC countries dragged the overall mobile infrastructure market in 2012,” notes Stéphane Téral, principal analyst for mobile infrastructure and carrier economics at Infonetics Research. “The good news, though, is that this year BRIC is coming back with some serious LTE spending.”

Téral adds: “We’re forecasting the LTE market to almost double in 2013, easily passing the $10-billion mark for the first time. Operators are in the midst of a second wave of LTE deployments, and LTE-Advanced is gearing for true 4G prime time, with NTT DOCOMO, SK telecom, and likely Russia’s Yota all planning launches this year.”


MOBILE INFRASTRUCTURE MARKET HIGHLIGHTS

• The global mobile infrastructure market—including 2G/3G, LTE, and WiMAX—rose 6% sequentially in 4Q12, to $10.8 billion, driven by North America, China, and sustained modernization projects in Europe
• LTE revenue grew 115% in 2012 from 2011, fueled by an onslaught of new deployments worldwide paired with the existing strong markets of Japan, North America, and South Korea
• The GSA reports that 145 commercial LTE networks have been launched in 66 countries as of January 2013
• Ericsson maintains its lead in the LTE infrastructure market, though Nokia Siemens Networks is closing the gap as of the 4th quarter; meanwhile Alcatel-Lucent is #2 for the full year 2012 and posted its best LTE quarter to date in 4Q12
• Subscriber growth is driving the mobile infrastructure market: wireless subscribers hit 6 billion in 2012 and are expected to reach 7 billion by 2017, including 569 million LTE subscribers
• South Korea became the 1st country in the world to surpass 100% wireless broadband penetration, according to the Organisation for Economic Cooperation and Development