Broadband Wireless and WiMAX Market Trends and Forecasts 2006-2012

Content

• EXECUTIVE SUMMARY
• 1. BROADBAND WIRELESS EMERGES AT CENTER STAGE
  • 1.1 CONTEXT FOR FIXED-MOBILE CONVERGENCE
  • 1.2 COST PER BIT DELIVERED OVER THE AIR
  • 1.3 DIAL-UP USERS: A RACE IN EXTINCTION
  • 1.4 CHEAPER BANDWIDTH THAN EVER
  • 1.5 REGIONAL MOBILE AND BROADBAND TRENDS
    • 1.5.1 Europe
    • 1.5.2 North America
    • 1.5.3 Asia/Pacific
    • 1.5.4 CALA
    • 1.5.5 Middle East
    • 1.5.6 Africa
  • 1.6 RESIDENTIAL APPLICATIONS: TOWARDS TRIPLE PLAY
  • 1.7 BUSINESS APPLICATIONS
  • 1.8 GOVERNMENT AND PUBLIC ENTITIES
  • 1.9 ON THE ROAD TO PERSONAL MOBILE BROADBAND
    • 1.9.1 Broadband is Creating New Revenue Streams
    • 1.9.2 Mobile Gaming
    • 1.9.3 Messaging
    • 1.9.4 Mobile Music
    • 1.9.5 IPTV
    • 1.9.6 Mobile TV and Video
  • 1.10 VOIP
  • 1.11 BACKHAUL APPLICATIONS
• 2. BROADBAND WIRELESS TECHNOLOGIES COMPARED
  • 2.1 WHAT IS NEEDED FOR THE NEXT GENERATION WIRELESS (MOBILE) NETWORK?
  • 2.2 WIMAX MEASURES UP TODAY
  • 2.3 NEEDS DRIVE THE SHIFT TO MAS/MIMO-OFDMA
  • 2.4 COMPARING WIMAX AS LINK IMPROVEMENT OVER 3GPP HSDPA IS ONLY HALF THE STORY
  • 2.5 WIMAX - READY TO SHIFT THE PLAYING FIELD
  • 2.6 WIMAX: ADAPTIVE MODULATION + MAS/MIMO - AAS + MMR = GEOMETRIC INCREASE IN NETWORK PERFORMANCE
  • 2.7 INSIDE THE WIMAX FORUM
    • 2.7.1 Working Group Organization and Charters
    • 2.7.2 How the Working Groups Function and Interface
    • 2.7.3 No Field of Dreams
    • 2.7.4 The Overall Climate of Development
• 3. IPR PRACTICES & IEEE 802.16 WIMAX PATENT ANALYSIS
  • 3.1 WHY RESEARCH AND ANALYZE WIMAX, NGMN IP?
    • 3.1.1 IPR Portfolio Practices and Analysis
    • 3.1.2 What Do Service Providers and Suppliers Want of IPR?
    • 3.1.3 What Do Suppliers Want of IPR?
    • 3.1.4 What Do WiMAX IPR licensors Want?
  • 3.2 INFLUENCE OF STANDARDS AND PRACTICE
  • 3.3 THE LONG GESTATION PERIOD FOR OFDM WIRELESS BROADBAND
  • 3.4 IS IPR A QUAGMIRE OR AN IMPETUS TO BENEFICIAL CREATIVITY?
    • 3.4.1 Patent Litigation is on the Rise
  • 3.5 FINDING THE WAY OUT OF THE QUAGMIRE
  • 3.6 ALTERNATIVES FOR IPR RECOGNITION AND DISPUTE RESOLUTION
    • 3.6.1 Differences Between large and Small Enterprises
    • 3.6.2 Mutual Insurance
      • 3.6.2.1 The Advantages of Mutual Insurance Associations
    • 3.6.3 Arbitration and Mediation
    • 3.6.4 Patent Portfolio Pools
    • 3.6.5 Collaboration With Trade Authorities
  • 3.7 MARAVEDIS' UPCOMING IPR REPORT
• 4. CURRENT BWA MARKET GENERAL ANALYSIS: 1999-2006
  • 4.1 BWA SUBSCRIBERS DURING 1999-2005
  • 4.2 BWA SERVICE REVENUE IN 2005
  • 4.3 EQUIPMENT MARKET SIZES: 1999-2005
  • 4.4 SOLUTION VENDORS ANALYSIS
  • 4.5 STATUS OF CERTIFICATION
  • 4.6 CHIPSET VENDOR ANALYSIS
• 5. BWA/WIMAX SPECTRUM AND LICENSING ANALYSIS BY REGION
  • 5.1 NORTH AMERICA
    • 5.1.1 USA
      • 5.1.1.1 WCS
      • 5.1.1.2 BRS and EBS
      • 5.1.1.3 AWS
      • 5.1.1.4 The 3.65 GHz Band
      • 5.1.1.5 The 700 MHz Band
    • 5.1.2 Canada
  • 5.2 EUROPE
    • 5.2.1 The 3.4-3.8 GHz Band
    • 5.2.2 The 2.5-2.69 GHz Band
  • 5.3 ASIA PACIFIC
  • 5.4 CARIBBEAN AND LATIN AMERICA
  • 5.5 AFRICA
  • 5.6 MIDDLE EAST
  • 5.7 ONGOING SPECTRUM ALLOCATIONS WORLDWIDE
  • 5.8 REGULATORY WORKING GROUP ACTIVITY
  • 5.9 CHALLENGES AHEAD: SPECTRUM AVAILABILITY
• 6. SERVICE PROVIDERS
  • 6.1 SERVICE PROVIDERS' CHALLENGES AND EXPECTATIONS REGARDING FIXED WIMAX
  • 6.2 SERVICE PROVIDERS' CHALLENGES AND EXPECTATIONS FOR MOBILE WIMAX
  • 6.3 CASE STUDIES
    • 6.3.1 Greenfield Operators
      • 6.3.1.1 Unwired Australia
      • 6.3.1.2 Altitude Telecom (France)
      • 6.3.1.3 WiMAX Telecom
      • 6.3.1.4 Axtel (Mexico)
      • 6.3.1.5 Iberbanda (Spain)
      • 6.3.1.6 NextWave (USA)
      • 6.3.1.7 Clearwire (USA)
      • 6.3.1.8 Orbitel (Colombia)
      • 6.3.1.9 TowerStream (USA)
      • 6.3.1.10 Yozan (Japan)
    • 6.3.2 Established and Mobile Operators
      • 6.3.2.1 Sprint/Nextel
      • 6.3.2.2 SK Telecom
      • 6.3.2.3 Entel Chile
      • 6.3.2.4 KDDI
      • 6.3.2.5 Softbank
      • 6.3.2.6 AT&T
      • 6.3.2.7 BellSouth
      • 6.3.2.8 Other Notable Deployments
  • 7. BRIC AND KOREA ANALYSIS
    • 7.1 BRAZIL
      • 7.1.1 Market Overview
      • 7.1.2 Regulatory Overview
      • 7.1.3 Market Forecasts
    • 7.2 RUSSIA
      • 7.2.1 Market Overview
      • 7.2.2 Regulatory Overview
      • 7.2.3 Market Forecasts
    • 7.3 INDIA
      • 7.3.1 Market Overview
      • 7.3.2 Regulatory Overview
      • 7.3.3 Market Forecasts
    • 7.4 CHINA
      • 7.4.1 Market Overview
      • 7.4.2 Regulatory Overview
      • 7.4.3 Market Forecasts
    • 7.5 KOREA
      • 7.5.1 Current Status of WiBro
      • 7.5.2 KT WiBro Plans
      • 7.5.3 SK Telecom
  • 8. MUNICIPAL WIRELESS BROADBAND MARKET TRENDS AND STRATEGIES
    • 8.1 CURRENT TRENDS IN SYSTEM ADOPTION
      • 8.1.1 Contract Trends
      • 8.1.2 Ongoing Trend Gains Momentum
      • 8.1.3 Emerging Trends that Enable Rapid Adoption
    • 8.2 REASONS FOR GOVERNMENT PARTICIPATION IN WIRELESS BROADBAND
      • 8.2.1 Technology, Low-Cost Equipment and Active Supplier Market
      • 8.2.2 Government Mandate to the Underserved
      • 8.2.3 The FCC and Other Regulators Open the Doors
      • 8.2.4 Local and State Government Goldmine
      • 8.2.5 Homeland Defense, Redundancy and Interoperable Public Safety
    • 8.3 SYSTEMS TO DEPLOY MUNICIPAL BROADBAND NETWORKS ARE PLENTIFUL
    • 8.4 TYPES OF EQUIPMENT AVAILABLE OR PLANNED
    • 8.5 GOVERNMENT RESTRICTIONS AND CONTROL
    • 8.6 TRENDS FAVORABLE TO ADOPTION OF GOVERNMENT-SPONSORED METRO AREA WIRELESS BROADBAND NETWORKS
    • 8.6.1 Differences among Rural, Suburban and Urban Municipal Markets
    • 8.6.2 Degree of Municipal Ownership and Participation
    • 8.6.3 Conflicts with Incumbent Providers
    • 8.6.4 EarthLink Reshapes Large Metro Market
    • 8.6.5 EarthLink Leverages through Open Access Partnering
    • 8.6.6 The Next Generation Wireless Network "Municipal Land Grab"
    • 8.7 EVOLUTION OF THE MUNICIPAL WIRELESS MARKET
      • 8.7.1 Municipal Wireless Broadband: Flexible BB Service at Reasonable Cost
      • 8.7.2 Where the Gravy may be Found
      • 8.7.3 Extension of Core Network to Additional Services
        • 8.7.3.1 Meter Reading
        • 8.7.3.2 Traffic Monitoring and Control
      • 8.7.4 VPNs
      • 8.7.5 Emergency Communications
      • 8.7.6 Commercial PTP and Dedicated Campus Networks
    • 8.8 LEADING COMPANIES
    • 8.9 COMMUNITY WIRELESS PROJECTS
    • 8.10 ADDITIONAL RESOURCES
    • 8.11 COMMUNITY WIRELESS NETWORKS OR FREE NETS
    • 8.12 RECOMMENDED POLICIES TO ENCOURAGE AND EXPEDITE BROADBAND ACCESS
  • 9. MULTIMODE PUSHES WIMAX ONTO 4G NGMN FRONT BURNER
    • 9.1 EMBRACE AND EXTEND.AND LEARN FROM RECENT HISTORY
    • 9.2 WIMAX MULTIMODE WILL HIT BEFORE 3G-LTE NGMN IS OUT OF THE STARTING GATE
    • 9.3 BASE STATION AND NETWORKING STANDARDS HASTEN NGMN & MM
    • 9.4 A DISRUPTIVE BUSINESS CASE SCENARIO
    • 9.5 WHO AMONG INCUMBENTS WILL FOLLOW SPRINT'S LEAD?
    • 9.6 HOW WILL MULTIMODE EFFECT WIMAX COMPANIES?
      • 9.6.1 How Multimode Affects WiMAX Chip Suppliers
      • 9.6.2 How Multimode Affects WiMAX Equipment Suppliers
  • 10. MARKET FORECASTS FOR 2006-2012
    • 10.1 ON THE SAME PATH AS WIFI?
    • 10.2 BWA MARKET FORECASTS
      • 10.2.1 BWA and WiMAX Subscriber Forecasts- Base Line Scenario
      • 10.2.2 BWA Market Forecasts: Units, ASP and Market SIzes in Dollars - Baseline Scenario
      • 10.2.3 BWA Forecasts by Region and Strategic Country
      • 10.2.4 BWA Forecast by Frequency
      • 10.2.5 BWA Cross Forecasts by Frequency by Region
    • 10.3 WILL THERE BE A MARKET FOR 802.16-2004D?
    • 10.4 802.16-2005 FORECASTS: THE 4G HOLY GRAIL
    • 10.5 PESSIMISTIC SCENARIO
    • 10.6 OPTIMISTIC SCENARIO

Appendix

BWA/WIMAX SYSTEM VENDORS

• 1. Adaptix
• 2. Airspan Networks
• 3. Alvarion Ltd
• 4. Aperto
• 5. ArrayComm Inc
• 6. ARRIS
• 7. Axxcelera (formerly Adaptive Broadband)
• 8. Azonic Systems
• 9. BelAir Networks
• 10. Cambridge Broadband
• 11. Hopling
• 12. Infinet Wireless
• 13. IP Wireless
• 14. L3 Communications (Iospan)
• 15. Navini Networks
• 16. Nex-G Systems
• 17. NextNet Wireless (Motorola)
• 18. PosData
• 19. Proxim Corporation
• 20. Redline Communications
• 21. SkyPilot Networks
• 22. SOMA Networks
• 23. SR Telecom
• 24. Telsima Corporation
• 25. VCom
• 26. Vyyo
• 27. Wave Wireless (Waverider)
• 28. Wi-LAN
• 29. WiNetworks

INFRASTRUCTURE SUPPLIERS

• 30. Alcatel Mobile Group - Lucent
• 31. Ericsson-Marconi
• 32. Huawei Technologies Co. Ltd
• 33. Motorola Moto
• 34. Nokia
• 35. Nortel Networks
• 36. Qualcomm-Flarion
• 37. Samsung Electronics Company, Ltd
• 38. Siemens Networks
• 39. ZTE-ZiMAX

CHIPSET VENDORS

• 40. Beceem
• 41. Comsys
• 42. Cygnus Multimedia Communications Inc
• 43. Freescale Semiconductor
• 44. Fujitsu Microelectronics America (FMA)
• 45. Intel Corporation
• 46. PicoChip
• 47. Runcom
• 48. Sequans
• 49. TeleCIS
• 50. Texas Instruments (TI)
• 51. Wavesat Wireless Inc

LIST OF EXHIBITS

Exhibit 1. Drivers for offering next generation mobile or wireless broadband

Exhibit 2. Growth of ARPU for data services

Exhibit 3. Comparison of download times for various high-speed services

Exhibit 4. Cost per MB of various high-speed services

Exhibit 5. Characteristics of various high-speed technologies

Exhibit 6. Subscribers to Internet or Broadband, 2005

Exhibit 7. Share of broadband lines by world region

Exhibit 8. Top ten broadband countries by subscribers: 31 Mar 2005 - 31 Mar 2006

Exhibit 9. Internet and broadband households, end of 2005

Exhibit 10. Average cost of residential bandwidth in various countries

Exhibit 11. Characteristics of selected US telecom markets

Exhibit 12. Average Broadband Tariffs (in USD at PPP rate)

Exhibit 13. Average rentals for entry level services across different regions

Exhibit 14. Broadband subscriber growth comparison

Exhibit 15. PC penetration in selected European countries

Exhibit 16. Internet usage in selected European countries

Exhibit 17. Broadband Internet penetration in selected European countries

Exhibit 18. Individuals' use of computers and Internet (2004), EU-25 (as percentage of total number of individuals aged 16 to 74)

Exhibit 19. Relationship between broadband penetration and income per capita

Exhibit 20. Broadband use by European households and businesses

Exhibit 21. Internet access among European enterprises (in %)

Exhibit 22. Internet access and broadband connections among European enterprises by size

Exhibit 23. Advanced services lines (over 200 kb/s in both directions)

Exhibit 24. Residential broadband additions in the US by access technology

Exhibit 25. Broadband households in the US by access technology

Exhibit 26. Growth Rate of Home Broadband Adoption in the US by income 2006

Exhibit 27. Growth of Internet users in the US by access technology

Exhibit 28. Top 10 countries in Africa, ranked by Internet users

Exhibit 29. Snapshot of US triple play markets

Exhibit 30. Number of small and medium businesses by region, 2003-2008

Exhibit 31. Mobile phone subscribers worldwide

Exhibit 32. Worldwide consumer broadband revenue, by service type

Exhibit 33. Features used by US mobile subscribers, February 2006

Exhibit 34. Features used by mobile subscribers in the UK and Germany

Exhibit 35. Features used by US mobile subscribers, November 2005

Exhibit 36. Global mobile music revenues, 2005 and 2010 (US$ millions)

Exhibit 37. Worldwide revenue for mobile music

Exhibit 38. IPTV subscribers in Western Europe

Exhibit 39. US mobile subscribers interested in mobile video

Exhibit 40. US mobile video revenue

Exhibit 41. Residential VoIP subscribers in the US

Exhibit 42. Select US residential VoIP plans

Exhibit 43. Spectral efficiency comparison

Exhibit 44. Sector throughput comparison

Exhibit 45. Increase in efficiency of wireless spectrum

Exhibit 46. Wireless link evolution

Exhibit 47. Illustration of adaptive modulation

Exhibit 48. Network efficiency of various modulation schemes

Exhibit 49. Wireless network architecture evolution

Exhibit 50. Network topology for mobile multi-hop relay

Exhibit 51. Throughput by system load

Exhibit 52. Cost per bandwidth for various services

Exhibit 53. WiMAX Forum working group structure

Exhibit 54. WiMAX Working Groups

Exhibit 55. OFDM patent portfolio per applicant

Exhibit 56. Patent lawsuits by year

Exhibit 57. Patent applications by year

Exhibit 58. BWA subscribers by region

Exhibit 59. Current BWA pricing plans, worldwide

Exhibit 60. BWA service revenue by region

Exhibit 61. BWA CPE Shipments in units 1999-2005 (Backhaul & Access)

Exhibit 62. Historical BWA Base Station in units 1999-2005 (Access & Backhaul combined)

Exhibit 63. CPE Average Selling Price Evolution 1999-2005

Exhibit 64. Base Station Average Selling Price Evolution 1999-2005

Exhibit 65. CPE Market Sizes in ($) for < 11GHz in 1999-2005 (Access & Backhaul combined)

Exhibit 66. Base Station Market Sizes in ($) for < 11 GHz in 1999-2005 (Access & Backhaul combined)

Exhibit 67. Total Equipment Market Sizes in ($) for < 11 GHz in 1999-2005 (Access & Backhaul combined)

Exhibit 68. Total BWA Equipment Market Sizes Breakdown (in US$) for < 11 GHz in 2005

Exhibit 69. 2004 Equipment Market Breakdown by Frequency (Access & Backhaul combined)

Exhibit 70. 2005 Equipment Market Breakdown by Frequency (Access & Backhaul combined)

Exhibit 71. 2004 and 2005 Equipment Market Breakdown by Region (Access & Backhaul combined)

Exhibit 72. 2004 and 2005 Equipment Market Breakdown by Market Segment (Access & Backhaul combined)

Exhibit 73. 2004 and 2005 Equipment Market Breakdown by Application

Exhibit 74. 2004 and 2005 market breakdown by CPE-type solution

Exhibit 75. 2005 Equipment Market Breakdown by Modulation (Access & Backhaul combined)

Exhibit 76. 2005 Equipment Market Breakdown for standard based vs proprietary (Access & Backhaul combined)

Exhibit 77. 2005 Equipment Market Breakdown for Business and Residetial/SOHO users

Exhibit 78. BWA public equipment providers' cash positions as of Q2 2006

Exhibit 79. Market Share per Vendor Access & backhaul combined for all frequencies < 11 GHz in 2004 and 2005

Exhibit 80. BWA Market Share per Vendor for all frequencies < 11 GHz in 2004 and 2005 when including narrowband products for both access and backhaul

Exhibit 81. Market Share per Vendor for the Access market < 11 GHz in 2005

Exhibit 82. Market Share per Vendor for the Backhaul market < 11 GHz in 2005

Exhibit 83. BWA market share per vendor by region < 11 GHz in 2005

Exhibit 84. BWA Market Share per Vendor By Physical Layer < 11 GHz in 2005

Exhibit 85. BWA Market Share per Vendor By frequency < 11 GHz in 2005

Exhibit 86. BWA Market Share per Vendor for indoor and outdoor units in 2005

Exhibit 87. 2006 Expected Market Share Breakdown by Vendor (Cpmbined access & backhaul)

Exhibit 88. Expected 2006 WiMAX certified Equipment Market Share Breakdown

Exhibit 89. OEM/Vendors Strategic Relationships

Exhibit 90. Official profiles for both 802.16-2004 and 2005

Exhibit 91. Certified products as of August 2006

Exhibit 92. Certifiication roadmap for 802.16-2004 by vendor

Exhibit 93. Certifiication roadmap for 802.16-2005 by vendor

Exhibit 94. Investment in WiMAX chipset startups

Exhibit 95. Current 802.16-2004 Customer wins and relationships for each SOC supplier

Exhibit 96. Current 802.16-2005 Customer wins and relationships for each SOC supplier

Exhibit 97. Map of REAGs and their constituent MEAs

Exhibit 98. WCS Service Areas

Exhibit 99. Top BRS/WCS license holders

Exhibit 100. Licenses to be awarded for AWS-1

Exhibit 101. Cellular Market Areas

Exhibit 102. FCC Economic Areas

Exhibit 103. FCC Regional Economic Area Groupings

Exhibit 104. Top 10 Highest AWS bidders by the end of Round 30

Exhibit 105. AWS Auction Sumamry at the end of Round 30

Exhibit 106. WiMAX and 802.16-eligible bands in Europe

Exhibit 107. CEPT 2.5-2.69 GHz band plan

Exhibit 108. 2.3-2.4 GHz band plan in Korea

Exhibit 109. Japan's 2.5-2.69 MHz band plan

Exhibit 110. Africa BWA/WiMAX allocations

Exhibit 111. Middle East BWA/WiMAX allocations

Exhibit 112. Conditions of frequency allocations

Exhibit 113. Conditions of frequency allocations - geographic coverage

Exhibit 114. Results of France's Beauty Contest- WiMAX by sucessful candidates

Exhibit 115. Results of France Beauty Contest- Wimax by Region

Exhibit 116. Romanian PMP national licenses in 3,5 GHz frequency band

Exhibit 117. Structure of ITU

Exhibit 118. Recent and ongoing consultations worldwide

Exhibit 119. Current European 470-870 MHz frequency allocation

Exhibit 120. Distribution of the pairs of 1.75 MHz blocks in the 3.5 GHz band in Brazil

Exhibit 121. ANATEL Telco Regions

Exhibit 122. Area of Brazil covered by 3.5 GHz licenses

Exhibit 123. Annual Brazilian BWA/WiMAX Equipment Market Forecasts 2005-2010 (in $)

Exhibit 124. Brazil BWA and WiMAX Subscribers Forecasts 2005-2010

Exhibit 125. Major Russian telecom firms

Exhibit 126. Russian BWA/WiMAX operators at 3.5 MHz band

Exhibit 127. Annual equipment sales forecast for BWA versus WiMAX, in the Russian Federation

Exhibit 128. Current telecom market structure in India

Exhibit 129. Trends in pricing and deployment of CPE for BWA and WiMAX

Exhibit 130. Leading Chinese providers in the fixed telephone market

Exhibit 131. Leading Chinese internet service providers

Exhibit 132. Regulatory environment of China's telecom frequency policy

Exhibit 133. Allocation of 2500-6000 MHz band in China

Exhibit 134. First-tender Chinese operators in the 3.5 GHz band

Exhibit 135. Second-tender Chinese operators in the 3.5 GHz band

Exhibit 136. Third-tender Chinese operators in the 3.5 GHz band

Exhibit 137. Summary of Chinese operator holdings in the 3.5 GHz band

Exhibit 138. Profiles of Chinese service providers

Exhibit 139. WiBro spectrum allocation in Korea

Exhibit 140. Deployment of WiBro by Korea Telecom

Exhibit 141. Samsung's WiMAX solution

Exhibit 142. Various Samsung phone products

Exhibit 143. Revenue from wireless data service in South Korea, 2005

Exhibit 144. WiBro devices introduced by Posdata

Exhibit 145. Broadband penetration in various countries, 2005

Exhibit 146. Cost per bandwidth efficiency of fiber versus copper

Exhibit 147. Typical fiber installation costs

Exhibit 148. Applications available to provide municipal wireless broadband

Exhibit 149. Licensing status of 2.4 GHz band in African countries

Exhibit 150. Usage of 2.4 and 5 GHz bands in African countries

Exhibit 151. Percentages of wireless broadband users by category

Exhibit 152. Considerations for municipal metro area wireless broadband networks

Exhibit 153. EarthLink addresses concerns about municipal wireless broadband

Exhibit 154. Proposals for and deployments of municipal wireless broadband

Exhibit 155. Municipal mesh Wi-Fi network architecture

Exhibit 156. Typical Wi-Fi mesh network topology

Exhibit 157. Implemented and planned community wireless projects

Exhibit 158. Plans of suppliers of WiMAX semiconductors

Exhibit 159. Chipsets Volume and Price Evolution

Exhibit 160. Volume Forecasts for WiFi chipsets

Exhibit 161. Market Size Forecasts for WiFi chipsets

Exhibit 162. 2008 WLAN Semiconductor Revenues in Consumer Devices by Application(n = $611 M)

Exhibit 163. Analysis of SOC Bill of Materials for the CPEs as of 2006

Exhibit 164. WiMAX vs WiFi ASP chipset ASP Forecasts 2006-2012

Exhibit 165. WIMAX chipset volume and ASP Expectations, 2006-2012

Exhibit 166. WIMAX chipset Revenue Expectations 2006-2012

Exhibit 167. Net yearly WiMAX and proprietary subscriber additions 2006-2012

Exhibit 168. Accumulated WiMAX and proprietary subscribers 2006-2012

Exhibit 169. BWA CPE Shipment Forecasts 2006-2012 in units

Exhibit 170. BWA Base Station Shipment Forecasts 2006-2012 in units

Exhibit 171. BWA CPE price decline Forecasts 2006-2012

Exhibit 172. BWA Base Station price decline Forecasts 2006-2012

Exhibit 173. BWA CPE Market Size Forecasts 2006-2012 in US$

Exhibit 174. BWA Base Station Market Size Forecasts 2006-2012 in US$

Exhibit 175. BWA new subscribers by strategic country 2006-2012

Exhibit 176. BWA Accumulated subscribers by strategic country 2006-2012

Exhibit 177. BWA Market Evolution by Strategic Country 2006-2012

Exhibit 178. BWA subscribers by region, 2006-2012

Exhibit 179. BWA Market Evolution by Region 2006-2012

Exhibit 180. BWA equipment forecasts by frequency 2006-2012

Exhibit 181. BWA Subscriber by Frequency for North America 2006-2012

Exhibit 182. BWA Subscriber by Frequency for EMEA 2006-2012

Exhibit 183. BWA Subscriber by Frequency for Asia 2006-2012

Exhibit 184. BWA Subscriber by Frequency for CALA 2006-2012

Exhibit 185. Total BWA Equipment Market Size Forecasts 2006-2012 in US$

Exhibit 186. Total WiMAX Equipment Market Size Forecasts 2006-2012 in US$

Exhibit 187. WiMAX market Split Evolution Forecasts 2006-2012

Exhibit 188. 802.16-2004 and 2005 WiMAX subscriber yearly additions 2006-2012

Exhibit 189. 802.16-2004 and 2005 accumulated subscribers 2006-2012

Exhibit 190. 802.16-2004 and 2005 market size forecasts 2006-2012

Exhibit 191. WiMAX Market Breakdown by Frequency band 2006-2012

Exhibit 192. WiMAX Market Forecast by Frequency band 2006-2012

Exhibit 193. WiMAX new subscriber Forecast by Frequency band 2006-2012

Exhibit 194. Equipment Market Forecast by Application 2006-2012

Exhibit 195. BWA Subscriber Forecast by Subscriber type 2006-2012

Exhibit 196. Service Revenue Forecast by Subscriber type 2006-2012

Exhibit 197. 3G deployment figures

Exhibit 198. Penetration of mobile phone technologies in Western Europe

Exhibit 199. Mobile Technology Penetration By Country

Exhibit 200. Cumulative HSDPA commerical network launches

Exhibit 201. Various EV-DO products

Exhibit 202. Various HSDPA products

Exhibit 203. Preliminary PDA Vendor Shipment Estimates, 2Q06 (Units)

Exhibit 204. WiMAX CPE Shipments by Type 2006-2012, in units

Exhibit 205. Forecast of CPE revenue by Type 2006-2012 in US$

Exhibit 206. CPE Forecast - Pessimistic Scenario

Exhibit 207. Base station forecast - pessimistic scenario

Exhibit 208. BWA new subscriber forecast - pessimistic scenario

Exhibit 209. WiMAX new subscriber forecast - pessimistic scenario

Exhibit 210. New subscriber forecast - optimistic scenario

Exhibit 211. Cumulative subscriber forecast - optimistic scenario

Exhibit 212. WiMAX new subscriber forecast - optimistic scenario

Exhibit 213. WiMAX cumulative subscriber forecast - optimistic scenario.