Mobility Infrastructure Revenues Decline

US : According to Dell'Oro Group, in 1Q03 mobility infrastructure revenues declined 14% to $6.4 Billion, compared to 4Q02.

Inset is Greg Collins, Director, Dell'Oro Group - the analyst involved with this research.

"While seasonal weakness was expected in the first quarter, the quarter came in slightly below our expectations," said Greg Collins, Director, Dell'Oro Group. "We have similar expectations for the full year 2003, amid reduced capital spending and persistent economic weakness."

In Q103, sales of GSM-based infrastructure declined due to: seasonality, price declines, and capital spending reductions. During the quarter, CDMA revenue growth in Asia was not sufficient to offset weakness in North America. TDMA sales, while a small percentage of the overall mobility infrastructure market, grew on network expansions in the Americas. WCDMA continues to grow, although at a somewhat slower rate than expected, as network operators continue to delay network roll-outs.

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GSM/GPRS/EDGE zzzaaaaaaaaz-25%
CDMA xxxxxxxxxxxxxxxxxaaaaax-1%
TDMA xxxxxxxxxxxxxxxxxxxxxx+24%
WCDMA aaaaaaaaaaxxxxxxxxxa+25%

About the Report
Dell'Oro Group's Mobility Infrastructure Report provides in-depth information on market shares, manufacturer revenue, units shipped, transceivers shipped, and average selling prices (ASPs) on Base Station Controllers, Base Transceiver Stations, and Mobile Switching Centers for GSM/GPRS/EDGE, TDMA, CDMA, and WCDMA. To purchase this report, contact Julie Learmond-Criqui at 650-622-9400 ext. 223 or via email at julie@delloro.com.

About Dell'Oro Group

Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the networking and telecommunications industries. Dell'Oro Group pioneered the concept of providing market research to the industry on a quarterly basis to meet the fast pace of technology. Our Quarterly Reports and 5-Year Forecasts offer detailed quantitative information on revenues, port and/or unit shipments, and average selling prices. It is through this process of rigorous analysis and validation that we can provide accurate and timely information to our clients. Our goal is to help companies maintain their competitive edge in a changing and growing market place.

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