Surprise Strength in CDMA Market As Verizon and Others Amplify 3G Networks
By: Ian Mansfield | 26th May 2011
cellular-news.com
Mobile infrastructure market revenues increased 22% during the first quarter of 2011 versus the year ago quarter, to $9.6 billion, according to calculations by the Dell'Oro Group.
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.
"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 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. |
