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PRIME NUMBERS


SMARTPHONE SALES STILL ROCKETING Worldwide sales of mobile devices to end users totalled 428.7 million units in the second quarter, a 16.5% increase from the second quarter of 2010, says Gartner. Sales of smartphones were up 74% year-on-year and accounted for 25% of device sales, up from 17% in the second quarter of 2010. Nokia continued to lose market share but held onto its lead in the smartphone market, largely due to channel partners reducing the volume of Symbian-based smartphones in their invento- ries. The combined smartphone operating system share of iOS and Android doubled to nearly 62%, up from just over 31% in the second quarter of 2010. In a separate report Gartner forecasts there will be 5.6 billion mobile connections worldwide by the end of this year, up from 5 billion in 2010.


Vendor Nokia


Samsung LG


Apple ZTE


Motorola


Huawei Device Sony Ericsson Others


Global Total


MOBILE DEVICE SALES (THOUSANDS OF UNITS) 2Q11 2Q11 market


share (%)


97,869.3 69,827.6 24,420.8 19,628,8 13,070.2


Research In Motion 12,652.3 HTC


11,016.1 10,221.4 9,026.1 7,266.5


153,662.1 428,661.2


CAPEX REDUCTIONS A new report from Wireless Intelligence shows that mobile operators reduced capital expenditure during the economic downturn in order to protect cash flows and maintain profits. The study forecasts operator capex will remain stable at 16% of total revenues in developed markets and 23% in developing markets in 2011-12, but shows that total global mobile capex peaked at US$204 billion in 2008, accounting for 21% of total operator revenues, and fell to US$197 billion (19% of revenues) in 2010. In devel- oped mobile markets, operators reduced capex by 8% in 2008 and by 6% in 2009 but increased spend last year as they began investing in LTE. Between 2007 and 2008, operating expenditure as a percentage of revenues declined from 65% to 61%. As a result, EBITDA jumped from 35% to 39% of total revenues . Opex has risen slightly to 62% over the past two years with EBITDA stabilising at 38% of revenues.


20


22.8 111,473.7 16.3 65,328.2 5.7 29,366.7 4.6 8,743.0 3.0 6,730.6 3.0 11,628.8 2.6 5,908.8 2.4 9,109.4 2.1 5,276.4 1.7 11,008.5 35.8 103,412.6 100 367,986.7


2Q10 2Q10 market share (%) 30.3 17.8 8.0 2.4 1.8 3.2 1.6 2.5 1.4 3.0


28.1 100


1 billion


CONTACTS


smartphones shipped annually by 2016, up from 302 million in 2010. (Juniper Research)


WIMAX HITS 20 MILLION Infonetics Research says WiMAX subscribers passed 20 million worldwide at the end of the second quarter and are on track to exceed 25 million by the end of the year. The research company noted strong growth in the US, the Indian sub-continent and Latin America. Sales of WiMAX equipment world- wide reached $502.1 million in the first quarter, according to the WiMAX Forum.


60 million


EDITORIAL 4th Floor, Welken House, 10-11 Charterhouse Square, London EC1M 6EH +44 (0)20 7608 7030; newsdesk@totaltele.com


TOTAL TELECOM+ Ian Kemp Editor


Michelle Young Art Editor


TOTAL TELECOM Mary Lennighan Editor


Nick Wood


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Israel Ingrid Lunden


London Joanne Taaffe


France Ken Wieland London


ADVERTISING HEAD OFFICE, LONDON Nick Carter Sales Director


Leonie Holmes Sales Manager


media tablets to be shipped this year, up from 17.4 million in 2010. (IHS iSuppli)


ENTERPRISE VOICE EQUIPMENT REVENUES DECLINING GLOBALLY AS PORTS RISE TeleGeography says new data from partner Synergy Research Group shows that enterprise voice equipment vendor revenues declined 4% globally between Q2 2010 and Q2 2011, despite a 14% increase in port shipments. Revenues for the first half of this year declined 1% compared to the same period in 2010. Asia-Pacific was the only region that saw year-on-year growth in Q2, with enterprise voice revenues increasing 3%, while revenues in EMEA fell 9%. PBX/KTS (key telephone system) revenues experienced the greatest decline year-on-year, falling 9% from Q2 2010, while the voice gateway and IP telephony segments showed modest declines. In a separate report, Infonetics Research says revenues from global PBX/KTS phone systems alone declined 2.3% sequentially in 2Q11 to $2.02 billion, but rose 3.9% compared to the same quarter in 2010, “continuing its path of slow and steady recovery on a year-over-year basis”.


ENTERPRISE VOICE REVENUES & PORT SHIPMENTS


3.0 2.8 2.6 2.4 2.2 2.0 1.8


n Revenue — Port shipments


16 15 14 13 12 11 10


Source: TeleGeography


ian.kemp@totaltele.com +44 (0)1626 835 703 m7chelle@gmail.com


mary.lennighan@totaltele.com +44 (0)20 7608 7069 nick.wood@totaltele.com +44 (0)20 7608 7046


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CONTRIBUTING EDITORS Roy Rubenstein


royruben@netvision.net.il ingridlunden@gmail.com jtaaffe34@gmail.com


ken2wieland@yahoo.co.uk


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leonie.holmes@totaltele.com +44 (0)20 7608 7041


UNITED STATES AND CANADA KCS International T +1 717 397 7100 F +1 717 397 7800 Karen C Smith-Kernc – East Alan Kernc – West & Canada


JAPAN Hiroko Kujime Pacific Business +81-3-3661-6139


KarenKCS@aol.com AlanKCS@aol.com


kujime-pbi@gol.com T +81-3-3661-6138 F


ADVERTISING PRODUCTION Please forward all advertising material directly to: production@totaltele.com Aleisha Bryant


MARKETING Tally Judge


Marketing Manager Ruth Clark


Marketing Executive


EVENTS Charles Georgiou Project Manager


+44 (0) 7608 7042


tally.judge@totaltele.com +44 (0)20 7608 7076 ruth.clark@totaltele.com +44 (0)20 7608 7047


charles.georgiou@totaltele.com +44 (0)20 7608 7071


SUBSCRIPTION/CUSTOMER SERVICES Aleisha Bryant


Customer Services Executive


MANAGEMENT Rob Chambers Publisher


Greg Hitchen Chief Executive Officer


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© 2011. All rights reserved.


Terrapinn Holdings Ltd registered offi ce: 4th Floor Welken House, 10-11 Charterhouse Square, London EC1M 6EH


www.totaltele.com September 2011


Revenues (US$ billions)


Q109 Q209 Q309 Q409 Q110 Q210 Q310 Q410 Q111 Q211


Port shipments (millions)


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