re: Technology mix for Y2000 (unofficial from EMC)
Tech Subs end 2000 % GSM 440 million 62,4% CDMA 81 million 11.5% TDMA 64 million 9.1% PDC 50 million 7.1% AMPS 70 million 9.9%
Total 705 million 100%
Year 2000 Growth by Technology
TDMA: 35.1 to 64 million subs = + 82.3% YTD Growth (28.9 million new subs)
GSM: 271 to 440 million subs = + 62.3% YTD Growth (169 million new subs)
CDMA: 50 to 81 million subs = + 62.0% YTD Growth (31 million subs)
>> Good Times Keep On Rolling
GSM Newsreel Feb 22, 2001
Considering the location, the news from EMC that GSM continues to be the big man on campus can only be welcome. According to EMC's World Cellular Review 2000-2005 which is available this month, GSM had 440 million subscribers at the end of 2000, comfortably placing it in pole position. CDMA had 81 million, TDMA, 64 million and PDC, 50 million. There are still almost 70 million analogue hold-outs which given the ubiquitous coverage of GSM, probably means they still have black and white televisions.
In terms of regional numbers Europe and Asia and Pacific are getting closer together with 289 and 219 million respectively. US/Canada have 109 million and the rest if the Americas, 62 million. The Middle East has 10 million and Africa, 16 million. Despite the apparent market domination of prepaid, it still only represents 36 per cent of the global market and GSM has 80 percent of that market.
The not so good news from EMC is confirmation of the continued of the continues decline in ARPU. At the end of the 2000, EMC says world average ARPU was $39.31, down from nearly $60 in December 1997. Also falling is the world average airtime costs with peak minutes now costing just over 30 cents.
The top market in terms of penetration is Iceland as expected, but the surprise is Austria which just edges out longtime leader Finland. Taiwan is fourth, followed by Hong Kong Italy and Israel. The top market in terms of total numbers continues to be the US with close to 100 million, but Chain is catching up fast and tops the list of net subscriber add during 2000. China Mobile is the leading operator in terms of domestic subscriber numbers. Top new operator in 2000, measured by average monthly growth rate, is Blu of Italy.
With the attention of visitors to 3GSM being firmly focused on content and applications, perhaps the most interesting data from the EMC report concerns the world's top 15 mobile internet operators. Predictably, the runaway leader is NTT DoCOMo with over 12 million subscribers to I-mode. The other operators in the top five are KDDI, J-Phone, LG Telecom and Sprint PCS. As keen-eyed readers will have noted, none of these are GSM operators- hopefully this situation will change as GPRS and 3G come fully on stream. <<
- Eric - |