Mobile Data Modules: Powering the Market for Mobile Internet Peripherals and Devices

Understanding the expanding category of non-handset products which contain a mobile data module

Publication Date	September 2008
Publisher	ARCchart
Product Type	Article
Pages	91
ISBN Number	not applicable
Product Code	ARC00042

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Summary

This report focuses on the expanding category of products which contain a mobile data module, but which are not handsets and are not used in a voice-centric capacity. The term we have assigned to these is ‘Mobile Internet Peripherals and Devices’ which encompass products such as laptops, UMPCs, PC cards, USB modems, game consoles, eBooks, digital signs, ATMs and host of other M2M applications. Sitting within all these devices is a data module providing a connection to a wide-area network based on one of the three main mobile standards, namely GSM, CDMA or WiMAX.

ARCchart forecasts that unit shipment of these mobile data modules will grow from a base of 10 million in 2007 to 370 million units by 2013, representing a market value of $11 billion. This means that the products which these modules sit inside will constitute more than 30% of all (handset plus non-handset) mobile devices shipped in 2013; up from less than 1% in 2007.

Topics of coverage include:

Understanding the data module and mobile internet peripherals and devices
Anatomy of the mobile data module
Peripheral and device categories: Computing, CPE, Entertainment, Automotive and Financial
The impact of mobile broadband on the data module market
Influence of the operator subsidy
Technology families and their evolution paths: GSM, CDMA and WiMAX
Intel’s Atom platform and the Mobile Internet Device
Company profiles of key industry stakeholders
Market size and value forecast for 2008 – 2013

Companies mentioned, discussed or reviewed include:
Accton Wireless Boradband
Amazon
ARM
AT&T
Beceem
BT
China Mobile
China Unicom
Clearwire
Comcast
Commerciant
Dell
Fifth Media
Flextronics
Freescale
Fujitsu Microelectronics
Gizmondo
HP
Huawei
Icera
ICG
Infineon
Intel
InterDigital
KDDI
Korea Telecom
Lenovo
Microsoft
NexAira
Nintendo
Nokia
Novatel Wireless
O2
Option
Orange
Pace Micro Technology
Polymer Vision
Qualcomm
Samsung
SEQUANS
Sierra Wireless
SK Telecom
Sony
Sprint Nextel
Stelera Wireless
Symstream
Telefonica
Telstra
TI
Time Warner
T-Mobile
Verizon Wireless
Virgin
Vodafone
Wavesat
ZTE

Answers and opinions are provided with respect to the following essential questions:

What are the factors driving the mobile data module market?
What service revenues do operators stand to generate from these devices?
How are shipments of mobile data cards expected to grow?
How will WiMAX drive the market for mobile data modules?
Which regions will be responsible for the greatest data module shipments?
Which wireless technologies will dominate the mobile data module market?
How are Intel and Qualcomm affecting data module ASP?
How are subscriptions to operator data services (non-handset) forecast to grow?
What are the entertainment devices being enabled with mobile data connectivity

Content

A. INTRODUCTION: A.1 What is a mobile data module?; A.2 Factors driving the market for mobile data modules; The growing importance of data for operators
B. THE MOBILE DATA MODULE: B.1 Chipsets; B.2 The module
C. CONNECTIVITY AND WAVEFORM TYPES: C.1 Data rates; C.2 Dual-mode modules; C.3 GSM family; C.4 CDMA family; C.5 WiMAX
D. MOBILE BROADBAND PERIPHERALS AND DEVICES: D.1 Identifying the devices covered; D.2 Peripherals - data cards; D.4 Customer Premises Equipment (CPE); D.5 Automotive; D.6 Financial; D.7 Entertainment

E. SUPPLY-CHAIN ANALYSIS: E.1 Chipset suppliers; E.2 Company profiles - Chipset suppliers; E.3 Module suppliers; E.4 Company profiles - Module suppliers; E.5 OEMs; E.6 Company profiles - OEMs; E.7 Wireless operators; E.8 Company profiles - Wireless operators

F. MARKET SIZE AND FORECASTS: F.1 Research methodology; F.2 Overall market size; F.3 Shipment classification; F.4 Conclusion; List of Figures; Figure A-1: GSM subscriber growth
Figure A-2: Worldwide CDMA subscriber growth
Figure A-3: Separate data revenue reporting by Vodafone
Figure A-4: Bundled wireless data card offered by Sprint Nextel
Figure B-1: Examples of Qualcomm’s MSM chipsets
Figure B-7: The GTM382 embedded module from Option
Figure C-1 - The Samsung SCH-W599 GSM-CDMA dual-mode handset
Figure C-2: Examples of available WiMAX devices
Figure B-2: Dimension comparison of CardBus PC card, ExpressCard54 and ExpressCard34
Figure B-3: ExpressCard versus CardBus
Figure B-4: The Merlin U740 PC card from Novatel Wireless
Figure B-5: Merlin XV620 3G 2.4 ExpressCard from Novatel Wireless
Figure B-6: The Compass 885 USB card from Sierra Wireless
Figure D-1: Novatel X620 ExpressCard in a notebook
Figure D-2: RG230 WiMAX-based CPE from AWB
Figure D-3: AXIA SOHO HSDPA based multi-function router from Fifth Media
Figure D-4: NexConnect 3G broadband router from NexAira
Figure D-5: AirLink MP 880/881W device from Sierra Wireless
Figure D-6 - Diebold Opteva 328 bulk cash ATM
Figure D-7: Wireless signage service provision
Figure D-8 - A digital jukebox with music selection screen
Figure D-9: Gizmondo gaming console with GPRS connectivity
Figure D-10: Amazon Kindle e-book reader
Figure D-11: Readius e-book reader from Polymer vision
Figure E-1: Use case scenario for Intel WiMAX Connection 2250
Figure E-2: The Qualcomm business model
Figure E-3: Icera Livanto ICE8040 chip
Figure E-4 - Selection of Huawei’s E220 USB dongle rebranded by various operators
Figure E-5: Ericsson router with Sierra Wireless embedded module
Figure E-6: Dovado wireless residential gateway with provision for Option's PCMCIA cards
Figure E-7: The EC506 CDMA wireless gateway from Huawei
Figure E-8: Mobilescape 5000 credit card and cheque payment processing device
Figure E-7: The Dell Inspiron Mini 9 offered by Vodafone
Figure E-9: USB dongle stick offered by Vodafone in UK
Figure F-1: Mobile data module shipments
Figure F-2: Mobile data module market value
Figure F-3: ASP of Mobile data module shipments
Figure F-4: Subscriber base of mobile internet peripherals and devices
Figure F-5: Operator revenues from subscriptions to mobile internet peripherals and devices
Figure F-6: Mobile data module unit shipments by waveform
Figure F-7: Mobile data module shipments by waveform – market share
Figure F-8: Mobile data module unit shipments by end applications
Figure F-9: Mobile data module unit shipments by application – market share
Figure F-10: Mobile data module shipments distribution by region - volume
Figure F-13: Mobile data module shipments distribution by region - percentage
Figure F-12: Mobile data module shipments distribution in Americas by waveform - volume
Figure F-13: Mobile data module shipments distribution in Americas by waveform - percentage
Figure F-14: Mobile data module shipments distribution in EMEA by waveform - volume
Figure F-15: Mobile data module shipments distribution in EMEA by waveform - percentage
Figure F-16: Mobile data module shipments distribution in APAC by waveform - volume
Figure F-17: Mobile data module shipments distribution in APAC by waveform - value