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China WiMAX
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Ecosystem Overview .. ~

Norson Market Report

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Norson Telecom Consulting December 2007

Norson Telecom Consulting Full Tower, 19th Floor 9 Dongsanhuan Zhong Lu, Chaoyang Beijing, China 100020 www.norson.com.cn

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Table of Contents
1 Overall Market View
1.1 Development in China for 2G~3G~Beyond
1.1.1 1.1.1.1 1.1.1.2 1.1.1.3 1.1.1.4 1.1.2 1.1.3 1.1.3.1 1.1.3.2 1.1.3.3 Scenarios Regulation policy and frequency allocation China GSM market overview China CDMA market overview 3G license releasing Relationship between WiMAX and 3G Potential penetration of next generation technologies TD-SCDMA EV-DO WCDMA

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1 1 2 3 4 6 7 7 8 9

1.2 Current Status

1.2.1 1.2.1.1 1.2.1.2 1.2.2 1.2.2.1 1.2.2.2 1.2.2.3 1.2.2.4 Relative market for fixed compared to mobile broadband Fixed broadband market overview Mobile broadband market overview Backbone networks Maturity and capacity of existing backhaul Importance of wired vs. wireless backhaul WiMAX usage for backhaul Other wireless baCkhaul technologies

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10 10 13 23 23 23 24 24

~ ~~~c)I7~ ~C;; 2.1 WCDMA & CDMA2000 Ix EV-DO 2.2 TD-SCDMA

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27
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2.3 WiMAX
2.3.1 Technology Evolution and Spectrum allocation

Chinese Wireless Market & Antenna Ecosystem

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Fig 1.8 China's Internet user forecast Fig 1.9 Internet subscriber breakdown by accessmethod Fig 1.10 China Telecom Broadband CAPEX (2005-2007) Unit: billion RMB Fig 1.11 Mobile subscriber forecast Fig 1.12 The development ofChina's WiFi market... Fig 1.13 China 3.5GHz bidding result Fig 1.14 SCDMA standard evolution Fig 1.15 McWiLL trial network distribution Fig 1.16 WiMAX Usagefor backhaul Fig 1.17 Comparison of Wireless backhaul technologies Fig 2.1 China WCDMA trial networks market share by operator (end of2005) Fig 2.2 China Unicom EV-DO Phase 1 trial network distribution Fig 2.3 Schedule of First- and Second-Stage TD-SCDMA Trials Fig 2.4 Schedule ofTD-SCDMA Massive Network Technology Application Trials Fig 2.5 Trial Networks for TD-SCDMA Mass Network Technology Application Trials Fig 2.6 Market share ofTD-SCDMA Bidding radio part by city (based on TRx) Fig 2. 7 Market share ofTD-SCDMA Bidding by vendor (based on TRx) Fig 2.8 WiMAX Standard Evolution. Fig 2.9 Key Departments for WiMAX license releasing Fig 2.10 China Mobile 's 802.16d trial networks Fig 2.11 WiMAX 802.16e trial networks Fig 2.12 China Telecom's WiMAX trial networks Fig 2.13 China Netcom
's

10 11 12 13 15 19 21 22 24 25 26 26 28 29 29 30 32 32 34

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37 37 38 39 41 42 42 43 43 44
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WiMAX trial networks

Fig 2.14 China Unicom's WiMAX trial networks Fig 3.1 Huawei's WiMAXproduct R&D roadmap Fig 3.2 Huawei WA5700 Modular BS. Fig 3.3 Huawei WA5700 key ftatures Fig 3.4 Huawei CPE Roadmap Fig 3.5 Huawei TA2XOkey features Fig 3.6 Huawei BTS 3703 base station Fig 3. 7 Huawei BTS 3703 key features Fig 3.8 Huawei CPE products Fig 3.9 Huawei CPE products key features Fig 3.10 Huawei's WiMAX 802.16e trial networks Fig 3.11 Huawei WiMAX R&D Centre Distribution Fig 3.12 ZTE WiMAXproduct R&D roadmap Fig 3.15 ZTE 802.16e Aglie BTS system key features Fig 3.16 ZTE 802.16e AGW key features

44 45 45

46 48 48 49

Chinese Wireless Market & Antenna Ecosystem

2.3.2 2.3.3 2.3.3.1 2.3.3.2 2.3.3.3 2.3.3.4

Government attitude towards WiMAX WiMAX Deployments and Trial Networks China Mobile's Trial WiMAX Networks China Telecom's Trial WlMAX Networks China Netcom's Trial WlMAX Networks China Unicorn's Trial WIMAX Networks

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40 40 45 46 46

3.1 Huawei
3.1.1 3.1.2 3.1.3 3.1.4 3.1.5 Huawei Overview Huawei's Products Huawei's trial networks deployment Huawei WiMAX R&D Centre Distribution Huawei WiMAX Strategy

3.2 ZTE
3.2.1 3.2.2 3.2.3 3.2.4 3.2.5 ZTE Overview ZTE' s Products ZTE's trial networksdeployment.. ZTE WiMAX R&D Centre Distribution ZTE WiMAX Strategy

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47 47 50 51 51

3.3 Alcatel lucent

3.3.1 3.3.2 3.3.3 3.3.4 3.3.5 Alcatel Lucent Overview Alcatel Lucent's Products Alcatel Lucent's trial networks deployment Alcatel Lucent WiMAX R&D Centre Distribution Alcatel Lucent's WiMAX Strategy

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52 52 55 56 56

3.4 Motorola
3.4.1 3.4.2 3.4.3 3.4.4 3.4.5 Motorola Overview Motoro la's Products Motorola's trial networks deployment Motorola WiMAX R&D Centre Distribution Motorola WiMAX Strategy

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57 58 60 61 61

Chinese Wireless Market & Antenna Ecosystem