LTE Asia 2012 Highlights from Alan Quayle

64
LTE Asia 2012 Highlights LTE Asia 18th-19th September 2012 www.alanquayle.com/blog © 2011 Alan Quayle Business and Service Development

description

Summary of LTE Asia 2012 Highlights

Transcript of LTE Asia 2012 Highlights from Alan Quayle

Page 1: LTE Asia 2012 Highlights from Alan Quayle

LTE Asia 2012 Highlights

LTE Asia

18th-19th September 2012

www.alanquayle.com/blog

© 2011 Alan Quayle Business and Service Development

Page 2: LTE Asia 2012 Highlights from Alan Quayle

Outline Part 1

• LTE Data Points o 96 Commercial LTE deployments mainly in the 1.8 and 2.8GHz bands

o APAC has 40% of LTE subscribers, likely to be the high growth region

o Drivers for LTE: Throughput, efficiency and low latency

o TD-LTE: 12 commercial deployments, 24 contracts and 53 Trials

o Streaming video dominates traffic on handheld devices, with YouTube being the top traffic generator at 27% of peak

traffic

• South Korea Data Explosion

o South Korea has seen OTT explode, Kakao Talk 51 mins of usage per day

o 20 times smartphone growth in 2 years (28M in June 2012, 53% penetration)

o 60 times mobile data growth to 37TB per month, 32% is from LTE devices

o LTE subs use 2.9GB per month compared to 3G sub on average use 1.2GB

o LTE subs reached 10M, 141% month growth

o Drive for LTE speed (37%) and latest device (31%)

o Challenge Jan 2010 and Jan 2012 ARPU fallen from $48-$35 while data use risen from 180MB to

992MB

o Focus beyond voice, messaging and data into VAS: virtual goods (Korean thing), ICT and cloud

services / solutions (focus on enterprise)

• HK CSL Migration to LTE o 3G is congested, LTE is not

o Key is LTE devices available, unlike the early 3G days

o Migrating customers away from unlimited plans to family and shared plans that deliver value

o LTE sub uses 2-5 times the data of 3G subs

o CSFB works

o Average speed seen is 20 Mbps

o Using Software Defined Radio, Single vendor RAN, Self Organizing Networks

o Migration to LTE-A, small cells and WiFi where appropriate

Page 3: LTE Asia 2012 Highlights from Alan Quayle

Outline Part 2

• Starhub’s migration to LTE (they launched LTE at the event)

o 50% of voice traffic is still on 2G

o Using AMR to re-farm 2G spectrum to LTE

o Site access is critical – drive to software defined radio to avoid site visits

• NTT DoCoMo’s VoLTE Evolution

o 70% devices in portfolio are not LTE

o All smartphones support CSFB

o Drive to VoLTE is simply to switch off 3G voice (2G already off)

o BUT IMS has missing functionality / standards – migration from 3G to VoLTE is not easy – example of failing in

standards on basic issues

• Yes: Example of innovative converged 4G operator in an developing market that uses web principles for

service delivery

• Role of Mobile Identity in BYOD

o BYOD is as significant a trend if APAC as any other market

o 1 phone but 2 identities

o Provides a nice review of the approaches in managing BYOD

• LTE Quad-Play in Emerging Markets: TD-LTE case study

• Smartphone growth implications: Review of the signaling problem and mitigation strategies across 3G

and LTE. Highlights challenge current standards process in gap between specification and deployment.

Page 4: LTE Asia 2012 Highlights from Alan Quayle

LTE Data Points

Page 5: LTE Asia 2012 Highlights from Alan Quayle

LTE spectrum is a bit of a mess, there’s 41 bands in total which no one device can cover, lack of a global frequency plan is one of the problems that killed WiMAX. Band issues caused the problem we saw in Australia where its 4G iPad did not work on 4G. Likely

there will be a core set of frequencies that roam, e.g. 1.8 and 2.6 GHz. With 96 Commercial Deployments LTE makes much more sense in 2012 than in 2009.

Page 6: LTE Asia 2012 Highlights from Alan Quayle

APAC accounts for 40% of LTE subscribers, and is likely to be the fastest growing region given the number of emerging market LTE deployments focused on

converged access (across fixed and mobile).

Page 7: LTE Asia 2012 Highlights from Alan Quayle

Things really get interesting with LTE-A and B, which are where the capacity really starts to grow. In discussions at the show many operators with available

spectrum are looking at LTE-A and B rather than using WiFi or Super-WiFi. Note HSPA/LTE spectral efficiency is only 20% difference.

Page 8: LTE Asia 2012 Highlights from Alan Quayle

TD-LTE (Time Division-Long Term Evolution) is gaining much interest in APAC, most operators are putting this on their roadmap, its no longer a ‘China Mobile

special.’

Page 9: LTE Asia 2012 Highlights from Alan Quayle

Its Video – nearly 70% of it, with YouTube making up nearly half of that traffic. Smart cache, as discussed on this weblog several years ago is now critical: http://www.alanquayle.com/blog/2011/11/video-over-

the-internet-the-di.html and http://www.alanquayle.com/blog/2010/07/mobile-broadband-backhauls-the.html

Page 10: LTE Asia 2012 Highlights from Alan Quayle
Page 11: LTE Asia 2012 Highlights from Alan Quayle
Page 12: LTE Asia 2012 Highlights from Alan Quayle

Caching is only part of the solution, and it needs to be done on the wire, not at the object level.

Page 13: LTE Asia 2012 Highlights from Alan Quayle

South Korea Case Study

Page 14: LTE Asia 2012 Highlights from Alan Quayle

OTT in South Korea has significantly impacted operators’ revenues

Page 15: LTE Asia 2012 Highlights from Alan Quayle
Page 16: LTE Asia 2012 Highlights from Alan Quayle
Page 17: LTE Asia 2012 Highlights from Alan Quayle
Page 18: LTE Asia 2012 Highlights from Alan Quayle
Page 19: LTE Asia 2012 Highlights from Alan Quayle

Device availability has been critical to this rapid take-off (especially compared to 3G back in 2000/2001)

Page 20: LTE Asia 2012 Highlights from Alan Quayle

Put simply people want the WiFi experience at home and in the office on the move.

Page 21: LTE Asia 2012 Highlights from Alan Quayle

OTT has impacted Operator Revenues more than any other country

Page 22: LTE Asia 2012 Highlights from Alan Quayle

On view of the many on where new revenues will come from, common theme is ICT (Information and Communications Technology) services and solutions targeting Enterprise customers.

Page 23: LTE Asia 2012 Highlights from Alan Quayle

South Korea and Japan are unique markets, while the open competitive environment of Hong Kong provides a template for most markets.

Page 24: LTE Asia 2012 Highlights from Alan Quayle
Page 25: LTE Asia 2012 Highlights from Alan Quayle
Page 26: LTE Asia 2012 Highlights from Alan Quayle
Page 27: LTE Asia 2012 Highlights from Alan Quayle
Page 28: LTE Asia 2012 Highlights from Alan Quayle
Page 29: LTE Asia 2012 Highlights from Alan Quayle
Page 30: LTE Asia 2012 Highlights from Alan Quayle
Page 31: LTE Asia 2012 Highlights from Alan Quayle
Page 32: LTE Asia 2012 Highlights from Alan Quayle
Page 33: LTE Asia 2012 Highlights from Alan Quayle
Page 34: LTE Asia 2012 Highlights from Alan Quayle
Page 35: LTE Asia 2012 Highlights from Alan Quayle
Page 36: LTE Asia 2012 Highlights from Alan Quayle

Starhub launched LTE during the conference

Page 37: LTE Asia 2012 Highlights from Alan Quayle
Page 38: LTE Asia 2012 Highlights from Alan Quayle

Software Defined Radio and a Single RAN supplier are critical to costs of operations.

Page 39: LTE Asia 2012 Highlights from Alan Quayle
Page 40: LTE Asia 2012 Highlights from Alan Quayle
Page 41: LTE Asia 2012 Highlights from Alan Quayle

Circuit Switched Fall Back works and most operators are happy with it.

Page 42: LTE Asia 2012 Highlights from Alan Quayle

NTT’s drive to VoLTE is 3G voice switch off, but the time pressure is not intense, yet.

Page 43: LTE Asia 2012 Highlights from Alan Quayle
Page 44: LTE Asia 2012 Highlights from Alan Quayle

More examples of how standards fail to deliver in critical areas given the massive amount of time and effort invested.

Page 45: LTE Asia 2012 Highlights from Alan Quayle
Page 46: LTE Asia 2012 Highlights from Alan Quayle

Innovative LTE operator in an emerging market.

Page 47: LTE Asia 2012 Highlights from Alan Quayle
Page 48: LTE Asia 2012 Highlights from Alan Quayle
Page 49: LTE Asia 2012 Highlights from Alan Quayle

Nice comparison of the BYOB options

Page 50: LTE Asia 2012 Highlights from Alan Quayle
Page 51: LTE Asia 2012 Highlights from Alan Quayle
Page 52: LTE Asia 2012 Highlights from Alan Quayle
Page 53: LTE Asia 2012 Highlights from Alan Quayle
Page 54: LTE Asia 2012 Highlights from Alan Quayle
Page 55: LTE Asia 2012 Highlights from Alan Quayle

TD-LTE deployment example in an emerging market – they simply to not have the copper in the ground for DSL.

Page 56: LTE Asia 2012 Highlights from Alan Quayle
Page 57: LTE Asia 2012 Highlights from Alan Quayle
Page 58: LTE Asia 2012 Highlights from Alan Quayle
Page 59: LTE Asia 2012 Highlights from Alan Quayle
Page 60: LTE Asia 2012 Highlights from Alan Quayle

Nice summary of the signaling issues and mitigation strategies – good example of the lag between standards spec and real-world deployment means many issues are not considered.

Page 61: LTE Asia 2012 Highlights from Alan Quayle
Page 62: LTE Asia 2012 Highlights from Alan Quayle
Page 63: LTE Asia 2012 Highlights from Alan Quayle
Page 64: LTE Asia 2012 Highlights from Alan Quayle