http://www.delloro.com/news/2004/Mob012804.shtml

Worldwide Mobile Infrastructure Market to Stabilize in 2004 with Growth Expected in 2005 and Beyond, According to Dell'Oro Group

Redwood City, CA - January 28, 2004 - According to a recently published report by Dell'Oro Group, the total Mobility Infrastructure market (GSM/GPRS/EDGE, TDMA, CDMA, and WCDMA) will decline 1% in 2004 to $25.7 B, and then begin to rebound in 2005 with 5% growth. Growth is forecast to accelerate to 13% in 2006 on the strength of new deployments in China and CDMA 1X-EV-DO and DV upgrades. Dell'Oro Group expects the total market, driven largely by WCDMA, to increase 7% in both 2007 and 2008, reaching $34.8 B in 2008. In 2006, WCDMA infrastructure revenues and base station shipments are set to surpass those of GSM-based systems.

"Several key trends points toward recovery," commented Greg Collins, Senior Director at Dell'Oro Group. "The global macroeconomic environment appears to be improving. Service Providers' (SPs) economic indicators have also improved: Average Revenue per User per month (ARPU) has stabilized in many developed regions and Capex as a percentage of revenue is at a low level. Moreover, handsets with color screens and cameras continue to saturate the subscriber base. Having a large installed base of client devices capable of sending, receiving and processing data, voice, and video content is a prerequisite for application development, and applications will ultimately drive network traffic, APRU, and infrastructure sales."

About the Report

The Mobility Infrastructure 5-Year Forecast Report provides a complete overview of the industry with tables covering revenue, units, transceivers or RF carriers, and price forecasts for Base Station Controllers, Base Transceiver Stations, and Mobile Switching Centers for GSM/GPRS/EDGE, CDMA, TDMA, and WCDMA. To purchase this report, contact Julie Learmond-Criqui at 650-622-9400 ext. 223 or via email at julie@delloro.com.

About Dell'Oro Group

Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the networking and telecommunications industries. The firm provides market research to the industry on a quarterly basis to meet the fast pace of technology. Quarterly Reports and 5-Year Forecasts offer detailed quantitative information on revenues, port and/or unit shipments, and average selling prices (www.delloro.com).