EJL Wireless Research Reports Global BTS Transceiver Market Volumes Declined 24% in 2011

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First decline since 2001, Ericsson retains global #1 ranking as well as top LTE supplier.

The global base transmitting station (BTS) transceiver (TRx) market declined by 24% in units in 2011, according to the latest report from EJL Wireless Research titled “Global BTS Transceiver Market Analysis and Forecast, 8th Edition, 2011-2016.” “While the year started off strong, the economic uncertainty of Greece, coupled with weakness in India and North America left the market in a state of turmoil by the fourth quarter of 2011 with a negative outlook into the first half of 2012. The decline in 2011 was the first ever in BTS TRx shipments since 2001,” says founder and President, Earl Lum.

The report provides a unique perspective on the global shipments and demand for base station equipment covering all air interface standards and frequencies and major OEMs including Alcatel-Lucent, Ericsson, Huawei Technologies, Nokia Siemens Networks (including Motorola), Samsung Electronics and ZTE.

Some key and notable facts from the analysis include:

EJL Wireless Research LLC was correct in predicting a decline in overall BTS TRx shipments for 2011

EJL Wireless Research LLC was correct in predicting a decline in overall GSM BTS TRx shipments for 2011

EJL Wireless Research LLC was correct in predicting GSM900 BTS TRx shipments for 2011 with a forecast variance of 0.6%

EJL Wireless Research LLC was correct in predicting GSM1800 BTS TRx shipments for 2011 with a forecast variance of 2.9%

EJL Wireless Research LLC was correct inpredicting W-CDMA/HSPA+ BTS TRx shipments for 2011 with a forecast variance of 0.2%

These data points continue to support our leadership position in forecasting capability within the wireless infrastructure market and the granularity in quantitative details we can provide to our global client base.

“LTE shipments were up in 2011 but delays in spectrum auctions in Spain, Italy and France pushed some forecasted shipments into 2012. While AT&T Wireless did finally launch its LTE network, its proposed merger with T-Mobile USA softened demand during the second half of 2012 for North America. Furthermore, uncertainty and the eventual cancellation of 122 GSM1800 licenses by the Supreme Court in India negatively impacted the GSM market. Finally, our prediction that it was unlikely LightSquared would ever deploy its LTE 1600MHz network in the US, once the GPS interference issue became apparent, turned true,” says Lum.

Some key predictions from EJL Wireless Research LLC for 2012:

Global BTS TRx shipments will be flat

Global BTS GSM TRx shipments are expected to remain the largest category

Global BTS LTE TRx shipments are expected to more than double

The top suppliers for overall base station transceiver shipments as well as by air interface standards for 2011 were:

Overall #1 TRx Supplier: Ericsson

Overall #1 GSM TRx Supplier: Nokia Siemens Networks

Overall #1 W-CDMA TRx Supplier:    Huawei Technologies

Overall #1 CDMA TRx Supplier: ZTE

Overall #1 LTE TRx Supplier: Ericsson

The report is currently available for purchase and information can be downloaded at http://www.ejlwireless.com.

About EJL Wireless Research LLC

EJL Wireless Research LLC provides proprietary, accurate and cutting-edge market analysis and consulting services on the wireless technology ecosystem and defense and aerospace industries. The firm's wireless infrastructure research division focuses on all vertical elements of the wireless ecosystem including mobile subscribers, mobile operators, mobile handsets, mobile infrastructure and mobile content. In addition, the firm provides analysis across horizontal technology suppliers including RF semiconductor materials, RF semiconductor/components, subsystems and OEMs. Similarly, the defense and aerospace division focuses its efforts on the ecosystem supporting UAV and airborne platforms and subsystems. Our goal is to provide our clients with mission critical market analysis and information.

EJL Wireless Research LLC believes it has a corporate responsibility, both local and international, in giving back to the community. Please visit our website for more information about the charitable organizations it supports at: http://www.ejlwireless.com/corporate_responsibility.html.

EJL Wireless Research LLC is managed by Earl Lum. Mr. Lum has 19 years of experience within the wireless industry including 8 years as an Equity Research Analyst on Wall Street covering the global wireless industry. The company is headquartered in Salem, NH. For more information about EJL Wireless Research, please visit the company’s websites at http://www.ejlwireless.com, http://www.ejldefense.com or our weblog at http://ejlwireless.wordpress.com.


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