Surprise Strength in CDMA Market as Verizon and Others Amplify 3G Networks, According to Dell'Oro Group

Alcatel-Lucent, Ericsson Are CDMA Suppliers of Choice by a Long Shot

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May 26, 2011, 09:00 ET

REDWOOD CITY, Calif., May 26, 2011 /PRNewswire/ -- In a recently published report by Dell'Oro Group, the trusted source for market information about the networking and telecommunications industries, mobile infrastructure market revenues increased 22% during the first quarter of 2011 versus the year ago quarter, to $9.6 billion. Sales of CDMA/EV-DO comprised almost one-third of the market's gain, with most of the strength coming from North America, where revenues jumped 65% versus the year-ago quarter, the strongest increase in the region since the inception of CDMA.

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"This is not a one-quarter surge in CDMA investment," commented Stefan Pongratz, Analyst of Mobile Infrastructure research at Dell'Oro Group. "North American operators depend heavily on their 3G networks to support mobile data traffic, and they are fortifying their footprints. The growth in CDMA/EV-DO came from many operators such as Verizon, followed by Sprint, Metro PCS, and Leap, to name a few. 3G infrastructure paves the continent, reaching the most remote locations and it will be the backbone of mobile services for several years while operators build out their LTE networks," added Pongratz.

The report forecasts the near-term outlook for mobile infrastructure spend, discusses the drivers of the strong momentum in 2011, and the changes in spend allocation across regions and technologies. The report also reveals that in 1Q11, Alcatel-Lucent and Ericsson were top choice as CDMA suppliers, and that each gained 5 and 4 market revenue share points, respectively.

About the Report

The Dell'Oro Group Mobility Infrastructure Quarterly Report offers complete, in-depth coverage of the market with tables covering manufacturers' revenue, average selling prices, transceiver or RF carrier shipments, and unit shipments for base station controllers, base transceiver stations, and mobile switching centers for GSM/GPRS/EDGE, CDMA, WCDMA, Mobile WiMAX, and LTE. To purchase this report, call Emily Kendall at +1.650.622.9400 x223 or email [email protected].

About Dell'Oro Group

As the trusted source for market information about the networking and telecommunications industries, Dell'Oro Group provides in-depth, objective research and analysis that enables component manufacturers, equipment vendors, and investment firms to make fact-based, strategic decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit www.DellOro.com.

SOURCE Dell'Oro Group