wireless industry update tuesday, july 24, 2007
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Wireless Industry Update
Tuesday, July 24, 2007Penn Club, New York
Hong Jiang, President and CEO, Montina
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Council Member Biography
Hong Jiang, Ph.D., is the President and Chief Executive Officer at Montina, a technology consulting and solution house. Dr. Jiang is a serial entrepreneur of several high-profile tech startups and has over 10 years of experience in the wireless industry. She has raised venture capital funding for her past startups. She has worked extensively with mobile operators to bring multimedia content to handsets via new mobile broadcasting technologies such as BCMCS, MediaFLO, DMB, and DVB-H. She is experienced in mobile TV, MMS, PTT and WAP, TD-SCDMA, Wi-Fi, Wi-Max, CDMA, OFDMA, EVDO, WCDMA, and LTE technologies. She is an expert in the Chinese mobile industry including 3G wireless development and wireless value-add services. Previously, Dr. Hong was the Founder and Chief Technology Officer of Roundbox, a wireless infrastructure vendor; and Founder and Chief Executive Officer of Tatara Systems. She has held executive positions at Flarion Technologies and Lucent Technologies.
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Table of Contents
► 3G licenses and deployment in China
► Ramifications of Qualcomm ruling
► Mobile broadcasting update
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Gerson Lehrman Group Contacts
John AronsohnVice PresidentGerson Lehrman Group850 Third Avenue, 9th FloorNew York, NY [email protected]
Christine RuaneSenior Product ManagerGerson Lehrman Group850 Third Avenue, 9th FloorNew York, NY 10022212-984-8505 [email protected]
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Overview of 3G, 4G and WiMax 3G Deployment
US Qualcomm Verizon evolution plan Cingular
Europe Japan, Korea
4G (LTE) IP core network New air-interface technologies
OFDM MIMO
WiMax 802.16 d v.s. e Green-field deployment Different ecosystem vendors
Samsung, Motorola, Intel, Texas Instrument, ZTE Sprint Korean operators KT and SKT (WiBro) Clearwire
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Mobile Broadcasting Market
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Early Adopters Korea
DMB technology Telecom operators vs. incumbent broadcasters SKT partners with TU Media and offers satellite-
based mobile TV and radio services KTF partners with broadcasters and offers
terrestrial mobile TV and radio services
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US Mobile Broadcast Market MediaFLO USA
Owns 700 MHz spectrum for mobile broadcasting License Builds mobile broadcasting network Aggregate content
Verizon and Cingular have signed up with MediaFLO Verizon launched FLO-based mobile TV services in select markets in
April Cingular is planning to roll out service by end of 2007
Gemstar TV Guide has a strong patent portfolio on time-grid TV guide format
for cable, mobile and IPTV
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European Mobile Broadcast Market DVB-H technology vendors
Nokia UDcast Harris Texas Instrument
Slowed down by lack of spectrum In some countries, spectrum isn’t available until after
2009/2010 Telecom Italia and a couple of operators have deployed
mobile TV
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Chinese Mobile Industry
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Chinese Operators Mobile operator structure
China Mobile China Mobile Group controlled by the Chinese government China Mobile listed on Hong Kong stock exchange
China Unicom China Unicom Parent Company China Unicom listed on Hong Kong stock exchange
Landline operators China Telecom China Netcom
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Chinese 3G Technologies TD-SCDMA
China Mobile Group is deploying TD-SCDMA EVDO
China Unicom is deploying EVDO Rev A in Macau
WCDMA Trials EDGE is deployed by China Mobile
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Wireless Value-add Services Market Down cycle for existing WVAS providers
Tomonline Kongzhong Hurray Linktone
Opportunities for new growth after 3G service launch 3 mobile operators vs. 2 now Bigger data pipe and lower cost Cleared much froth in WVAS market in the past 18 months
Heavy-handed policies on WVASs by China Mobile Bankruptcy of small WVAS providers
New business models will emerge riding on new technology wave
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Qualcomm
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3G Evolution EVDO
Rev A, B, C WCDMA
HSDPA HSUPA LTE
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4G Patent Position OFDM MIMO Acquisition of Flarion Technology
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Forward Link Only (FLO) OFDM-based Forward link only broadcast channel Newport has a FLO license from Qualcomm Dual-mode FLO and DVB-H chip
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Questions?