Strategy Analytics Updates

Despite Declining ARPUs, Service Revenues to Grow 9%

Boston, MA - July 27, 2010 –The total number of broadband subscriptions worldwide will reach one billion by 2015, according to a report just published by analyst firm Strategy Analytics. The Asia Pacific region—which today claims almost 45% of all broadband subscriptions—will lead in subscriber growth, seeing a compound annual growth rate (CAGR) of nearly 18% in the next five years.

DSL will remain the dominant access platform, though it will give way to fiber over the next five years. By 2015, one quarter of broadband homes will connect via fiber, says the report.

Service revenues will grow nearly 9% over the forecast period, however average revenue per user (ARPU) will decline slightly.

“While broadband growth has been impressive, it is important to note that in 2010 more than 60% of households worldwide have no access to the Internet—much less broadband,” said Ben Piper, author of the report and Director of the Strategy Analytics Multiplay Market Dynamics service.

Covering seven discrete regions, the Global Broadband Forecast: 1H’10 provides history and five-year forecasts for key metrics including: Households, PC Penetration, Internet Access Subscriptions, Household Internet Access Penetration, Broadband Subscriptions, Household Broadband Access Penetration, Broadband Users, Dial-up vs Broadband splits, Service Revenues, ARPU and Subscriptions by Technology Platform (xDSL, Cable, FTTx and FWA/WiMax).

Analyst Blogs:

http://blogs.strategyanalytics.com/dcp/

www.multiplayblog.com

 

Ben Piper

Phone number: +1 617 614 0723

Email: Contact me

Greater Optimism for 2010 - Possible Return of High Segment Business

Boston, MA - July 01, 2010 – The recession has presented an opportunity for automotive electronic vendors to address much-needed restructuring needs in order to reduce costs, raise efficiency and effect greater operational flexibility for meeting the demands of their customers — who are also facing great competition. At the same time, vendors seek to diversify into growth areas, to supply growing emerging markets and further innovate to meet customer demand and face future mandates for powertrains and safety systems. These vendors are even entering non-automotive sectors. Business growth enables vendors to offset some of these losses in mature automotive markets.

In the report, “European Automotive Vendor Profiles,” Strategy Analytics assesses the latest activity from Europe’s leading automotive electronic suppliers. While many vendors saw a marked downturn in 2009 revenues, others have shown resilience by making necessary changes to their business and by meeting new opportunities in emerging markets.

“After 2009, the automotive electronic supply business had to consolidated to further,” according to the report author, Kevin Mak, Industry Analyst, Strategy Analytics Automotive Electronics Service. He continued, “For example, Autoliv is now the leading player in passive safety following the Delphi acquisitions. But like others, it has hedged its bets by diversifying, acquiring radar businesses from Tyco and Visteon with the aim of expanding Autoliv presence in active safety systems. By spreading risk, European suppliers aim to protect themselves should the recession continue any further, as illustrated from the Euro crisis in Greece. However, there are clear recovery signals in the market with vendors recently reporting the return of high-end segment business.”

 

Kevin Mak

Phone number: +44 1908 423644

Email: Contact me

Strategy Analytics is delighted to announce a complimentary client-only webinar. During this webinar, Strategy Analytics will share recent research on the potential resting in "cloud" phones offered on future LTE networks. We invite you to join our analysts, who will examine the opportunities and challenges facing handset vendors as operators seek to leverage this same opportunity, and as users begin to shift away from application downloads to consuming more services via their browser.

Event Information

Date
Thursday, 27 May 2010

Time
8 am PDT, 11 am EDT, 4 pm BST, 5 pm CET (duration 1 hour)

Presenters
Chris Ambrosio, Executive Director, Global Wireless Practice
Alex Spektor, Senior Analyst, Global Wireless Practice

Presentation Highlights:

• What will be the driving issues for vendors and operators surrounding the cloud phone development?
• What are the key product planning challenges awaiting handset OEMs and operators?
• What monetization models will emerge? Revenue sharing? Micro-transactions
• What potential does the cloud hold for suppliers planning non-traditional LTE devices?
• What is the "cannibalization" impact on feature phones and smart phones?

We will be using WebEx to present our slides and will conduct a Question & Answer session following the presentation. The audio portion will be available through VoIP or phone.

To register for this event please click here.

Best regards,

Alex Spektor

Global Wireless Practice
Tel: +1 617 614 0726

Meet us at MTT-S / IMS for Market Insights As usual Strategy Analytics is attending the IEEE International Microwave Week Symposium IMS / MTT-S in Anaheim, CA, from 23rd to 28th May 2010. There is a lot going on from Strategy Analytics. We have our Defense Electronics Market Analysis Lunch (Register HERE) and this year three of our analysts are available for briefings and meetings across a range of topics. Stephen Entwistle Asif Anwar Chris Taylor   MARKET ANALYSIS COVERAGE Defense Electronics To discuss our analysis of the enabling technologies used in defense platforms with a focus on forecasting demand in RADAR, comms, smart munitions and EW from air, land, naval and space programmes…..arrange a meeting -> Compound Semiconductors To discuss our views on a range of issues including GaAs RF industry economics, GaN for RF & power and prospects for III-V from the renewable energy sector…….arrange a meeting -> RF & Wireless Semiconductors To discuss a wide range of topics including cellular transceiver technology trends & market share, handset PA market share, antenna modules & tunable front-ends, prospects for dual-mode PAs……arrange a meeting -> <><></> </> Lunch Forum: Enabling Trends for Semiconductor Technologies in the Defense Industry Presenter: Asif Anwar, Director Strategic Technologies Practice Date Tuesday, 25th May 2010 Agenda: The presentation will focus on enabling trends in the defense industry that are shaping the future use of GaAs, SiGe and GaN technologies in this key sector. Key topics that will be discussed include: Communications, radar and EW trends in the defense industry GaAs industry status and outlook The growing strength of SiGe technologies Where is GaN? Venue: Hilton Anaheim, Palos Verdes room, 4th floor Timing: Registration from 12 noon. The 45 minute presentation starts at 12.15pm and will be followed by 15 minutes for questions/discussion. A complimentary lunch will be served.   While the event is free of charge, we will require registration to help with logistics and catering requirements. Once you’ve registered you will receive an email confirming your reservation. Please note copies of the presentation will only be made available to attendees and Strategy Analytics’ clients. Chris, Asif and I will be available for one-on-one discussions after the presentation. If you can’t make it to the lunch or want a detailed discussion…….arrange a separate meeting -> We look to seeing you in Anaheim and feel free to forward this invitation to other colleagues that may be interested. Best Regards, Stephen Entwistle Vice President - Strategic Technologies Tel: +44 1908 423636 Blog: blogs.strategyanalytics.com/stp/ Twitter: twitter.com/sentwistle1419 Strategy Analytics provides clients with insights to help you recognize and capitalize on business opportunities. Our experts understand how you do business and provide the right tools to help develop your winning business strategies. Some of the offerings we have available include Advice, Workshops and Projects.

During the past 18 months the broadcast industry has suffered its worst recession in living memory. Severe declines in advertising have combined with slashed budgets to create an environment of unprecedented uncertainty. Signs of growth are emerging once again, but another threat looms on the horizon. Video and television content are moving online at ever increasing rates, offering viewers the chance to bypass broadcasters altogether.

Will the industry ever scale the heights reached in previous boom times? Or does online TV spell the end of television as we know it? Please join the industry’s leading analysts for a tour of the rapidly changing world of broadcast technologies and digital media, insights on why it all matters, and actionable recommendations for players facing unprecedented challenges and opportunities.

Strategy Analytics and D. I. S. Consulting are once again pleased to be attending and sponsoring this year’s NAB Show in Las Vegas, Nevada. We are delighted to offer you a complimentary invitation to our analyst breakfast presented in conjunction with The NAB Show’s Info-Session conference program.

Event Information Date Tuesday, 13th April 2010

Time 7:30 am - Breakfast and Registration                     

        8:00 am – Presentation

Location LVCC, Las Vegas; Room S225 South Hall Upper Level

The presentation is a unique opportunity to hear an objective market view from some of our senior analysts. Our event is free of charge but as we have limited space we ask you to register in advance by going to our website at:

www.strategyanalytics.com/NAB2010.html

Best regards,

David Mercer

VP, Principal Analyst - Digital Consumer Practice
Tel: +44 1908 423610
Analyst Blog: http://blogs.strategyanalytics.com/dcp/
Twitter: www.twitter.com/DavidMercer_SA

Strategy Analytics Webinar: Benchmarking the Premium In-Vehicle Experience

Strategy Analytics is delighted to announce an invitation-only, complimentary webinar on best practice user experience in the areas of in-vehicle communications, navigation and entertainment. We invite you to join our analysts who will showcase some of our latest consumer research and analysis benchmarking the user experience provided by leading automotive companies.

	Event Information
Topic	Benchmarking the Premium In-Vehicle Experience
Date	Wednesday February 24, 2010
Time	9am CST, 10am EST, 3pm GMT, 4pm CET
Presenter	Chris Schreiner, Senior Analyst, Automotive Consumer Insights

Presentation Highlights

• Strategy Analytics Automotive Consumer Insights: Introduction and Methodologies
• Defining Best Practice In-Vehicle Experiences: Innovation, Design, HMI and Compelling Features
• Benchmarking UX Strengths and Weaknesses of Leading Automotive Entertainment, Communications and Navigation Brands
• Implications and Recommendations for Delivering a Premium In-Vehicle Experience

We will be using WebEx to present our slides and conduct a Question & Answer session, and the audio portion will be available through VoIP or phone.

Once we have your registration we will send you a confirmation email with a link to the WebEx site plus a telephone number for the call. The presentation should last 40-45 minutes and will be followed by a 15-20 minute Q&A session when we will answer as many of your questions as possible.

We look forward to your participation and to an interactive session. Please feel free to share this invitation with colleagues within your organization.

Best regards,

Kevin Nolan Vice President - User Experience Practice Tel: +44 1908 423609 Mob: +44 1908 423650

Strategy Analytics Webinar: Review of Mobile World Congress 2010

Not able to attend MWC? Don’t worry! Strategy Analytics will bring you up to speed on the key products, services and initiatives at the congress. Our network, applications and device analysts will provide their perspectives on what was hot, not and surprising in this client only webinar.

	Mobile World Congress - Review
Date	Monday February 22, 2010
Time	7 am PDT, 10 am EDT, 3 pm GMT, 4 pm CET - duration 1 hour

Coverage

• 3G/4G Network and Infrastructure Events
• Consumer and Enterprise Applications
• Emerging Connected Devices and Handsets
• Key Chipset, Software and Other Enabling Technologies

To Register: Register now from this link.

We will be using WebEx to present our slides and conduct a Question & Answer session, and the audio portion will be available through VoIP or phone.

Once we have your registration we will send you a confirmation email with a link to the WebEx site plus a telephone number for the call. The presentation should last 40-45 minutes and will be followed by a 15-20 minute Q&A session when we will answer as many of your questions as possible.

We look forward to your participation and to an interactive session. Please feel free to share this invitation with colleagues within your organization.

Best regards,

David Kerr Snr. VP - Global Wireless Practice Tel: +1 262 646 8974 Mob: +1 2622718974

Strategy Analytics Webinar: Defining the Future Mobile User Experience

Strategy Analytics is delighted to announce an invitation-only, complimentary webinar on the future of the mobile user experience.

In this Strategy Analytics webinar, we will present highlights from our latest consumer research and review the key trends around Convergence, Context Awareness and new innovations that will define the experiences that you must deliver to meet the needs of tomorrow’s mobile user.

	Defining the Future Mobile UX: Context, Convergence and Compelling Experiences
Date	Tuesday, 9th February 2010
Presenter	Kevin Nolan, VP, User Experience Practice
Session 1	09:00 London, 12:00 Helsinki, 17:00 Seoul, 18:00 Tokyo Register for Session 1
Session 2	17:00 London, 12:00 New York, 11:00 Chicago, 09:00 San Jose Register for Session 2

Webinar Agenda:

• From SA Consumer Research: Which Mobile Services and Compelling Experiences must You Support beyond 2011?
• Analyzing the Factors of a Superior Mobile UX: Personalization, Context-Awareness and Convergence
• Evolution of the Mobile Human-Machine Interface
• Implications and Recommendations for Delivering a Winning Experience

We will be using WebEx to present our slides and conduct a Question & Answer session, and the audio portion will be available through VoIP or phone.

Once we have your registration we will send you a confirmation email with a link to the WebEx site plus a telephone number for the call. The presentation should last 40-45 minutes and will be followed by a 15-20 minute Q&A session when we will answer as many of your questions as possible.

We look forward to your participation and to an interactive session. Please feel free to share this invitation with colleagues within your organization.

Best regards,

Strategy Analytics www.strategyanalytics.com Twitter: SA_Update Posted by admin @ 2:19 pm 22Jan Strategy Analytics Exclusive Presentations at MWC2010 Uncategorized No Comments Strategy Analytics Exclusive Presentations at MWC 2010 Strategy Analytics is delighted to announce our presence at Mobile World Congress, the premier event for the wireless industry. We will be hosting our annual exclusive breakfast presentations, and invite you to attend one of our sessions that will showcase our latest research into the dynamics of the wireless market. This invitation-only breakfast event will provide insights into the critical threats and opportunities facing the wireless industry in 2010. Mobile Broadband Traffic, Revenue & New Connected Devices Date Tuesday 16th and Wednesday 17th February 2010* Location Expo Hotel, Calle Mallorca 1-23, Barcelona (same as last year) (10min walking distance from the Fira de Barcelona where the MWC is taking place) Registration Breakfast 08:00 Session 08:30 - 10:00 * Please note that this year the sessions on the two days will be identical, giving you the choice to select the more convenient time for you. Managing the Traffic: Revenue Imbalance Notebooks/Netbooks, Feature Phones, Smart phones & Other Connected Devices Presentation One: A brave new world of connected devices. Which devices? Which OS? Which Brands for connected netbooks, notebooks, MIDs, ebooks? Presentation Two: The future of Apps: On/Off Portal & Managing the Tsunami of choices facing consumers Presentation Three: Managing the traffic explosion from over 1.3B broadband accounts SpecTRAX Global Handset Specification Database Demonstration Each presentation is a unique opportunity to hear an objective market view from some of our senior analysts. Our events are free of charge but as we have limited space we ask you to register in advance by going to our website at: www.strategyanalytics.com/MWC2010.html Please remember to indicate on which date you would like to attend. Please also note that copies of our presentation will only be made available to attendees and clients. You will have the opportunity to meet our analysts after each presentation and/or can arrange a separate meeting during the Congress. Please feel free to forward this invitation to any of your colleagues if you think they would be interested. If you are not going to be in Barcelona or if the timing is inconvenient, we would be happy to meet you at another time, just let us know! If you have any questions, please do not hesitate to contact us, otherwise we look forward to seeing you at the MWC in Barcelona! Best Regards, Strategy Analytics www.strategyanalytics.com Twitter: SA_Update Posted by admin @ 4:07 pm 11Jan AESA RADAR Webinar (jointly with Microwave Journal) Uncategorized No Comments AESA RADAR Webinar (jointly with Microwave Journal) Get insights into AESA RADAR’s impact on the RF & microwave industry. AESA RADAR is fast becoming the must-have capability for next-generation defense platforms. A wide range of military applications of AESA RADAR are coming into service, creating a long-tail of engineering demand and associated revenues. Strategy Analytics has joined up with the Microwave Journal to offer this complimentary webinar on 28th January. The present and future impact of AESA on the defense industry can be shown by understanding the theory and enabling technologies that underpin AESA radar, as outlined in this webinar. Radar Types and Application Measuring Radar Signals Phased Array Radar Advantages of AESA Radar Enabling Technologies for AESA Radar AESA Radar Systems Conclusions The webinar is free of charge for all attendees, however we do request that you register for the webinar beforehand in order to participate. Register for the event –>>> NOW Event Information Date Thursday, 28th January 2010 Time 4pm GMT / 11am EST / 8am PST Once we have processed your registration, you will receive a confirmation email message with instructions on how to join the event. Feel free to forward this message to your colleagues who may be interested in this webinar. Stephen Entwistle Vice President - Strategic Technologies Email: SEntwistle@strategyanalytics.com Blog: http://blogs.strategyanalytics.com/stp/ Advanced Defense Systems (ADS) is a strategic advisory service designed to assist decision-makers to plan effectively for the opportunities and challenges within the global defense industry. Strategy Analytics has an established track record of tracking the enabling semiconductor technologies used in defense platforms which is integrated with the ADS focus on tracking and forecasting demand for defense technologies such as radar, communications, smart munitions and electronic warfare from major air, land, naval and space programmes. See more about from the Advanced Defense Systems service Posted by admin @ 5:53 pm « Previous Entries    Recent Posts 07-28-2010 Global Broadband Subs to Reach One Billion by 2015 07-02-2010 Restructuring and Emerging Market Opportunities Lead European Auto Vendor Strategies 05-14-2010 LTE Device Planning: Preparing for the "Cloud" Phone Opportunity 04-19-2010 Enabling Trends for Semiconductor Technologies in the Defense Industry 03-30-2010 Strategy Analytics and D. I. S. Consulting: Analyst Breakfast Presentations at The 2010 NAB Show Recent Comments © 2010 Strategy Analytics. All Rights Reserved. Subscribe RSS Comments RSS Login