VOIP a Wedge Issue in WLAN-3G Mobile Convergence, Finds Report
15 Febrero 2005 - 10:39AM
PR Newswire (US)
VOIP a Wedge Issue in WLAN-3G Mobile Convergence, Finds Report The
business drivers for WLAN-3G integration are stuck on how, as well
as whether, VOIP calls over wireless LAN should be integrated into
the mobile network call model NEW YORK, Feb. 15 /PRNewswire/ --
There's a cold, hard inevitability about the convergence of WLAN
and 3G mobile, but the business case that will drive this
integration forward has split the wireless industry -- with VOIP
the primary cause of the rift, according to a new report from the
subscription research service Unstrung Insider
(http://www.unstrung.com/insider). The report, entitled Converge
This! WLAN-3G Mobility, analyzes the business case, the service
case, and the technical case (with reference to standards and
handsets) for the integration of 802.11 wireless LAN with mobile
network services. "The major issue dominating the sector is how,
and whether or not, VOIP calls over wireless LAN should be
integrated into the mobile network call model," says the report's
author, Unstrung Insider Chief Analyst Gabriel Brown. "Offloading
calls to VOIP has its attractions, but operators are lukewarm on
subsidizing handsets that could be used to bypass their networks."
The resolution of this issue is critical to the ongoing integration
of multiple radio access networks, including WiMax, into a single
converged core network. "Rather than straightforward VOIP offload,
converged applications and rich-call services -- data services over
an IMS core -- represent the best long-term opportunity for
802.11-to-3G convergence," adds Brown. Among the report's key
findings: * Corporate VOIP is the major early application for
converged mobile and WLAN services because operators and customers
are comfortable with the business proposition. * Fundamental
business concerns will inhibit consumer/residential VOIP over
converged 3G and WLAN devices; hotspot VOIP over converged devices
is even more challenging. * There's no evidence of an impending
mobile capacity crunch; on the contrary, 3G carriers have Erlangs
to spare. * Texas Instruments and CSR have the most aggressive
development schedules for mobile-device 802.11 chipsets and are
poised to grab a lead in the market. * We estimate 802.11 attach
rate of between 8 percent and 10 percent in the mobile handset
market by 2008 -- amounting to 64 to 80 million units per year --
although many vendors consider this optimistic. Vendors analyzed in
this report: Avaya Inc. (NYSE:AV); Broadcom Corp. (NASDAQ:BRCM);
Cambridge Silicon Radio plc (LONDON: CSR) ; Cicero Networks Ltd.;
Hewlett-Packard Co. (NYSE:HPQ); Motorola Inc. (NYSE:MOT); NEC Corp.
(Nasdaq: NIPNY; Tokyo: 6701); Nokia Corp. (NYSE:NOK); Proxim Corp.
(NASDAQ:PROX); Qualcomm Inc. (NASDAQ:QCOM); Research In Motion Ltd.
(RIM) (NASDAQ:RIMM)(TSE:RIM); Samsung Electronics Co. Ltd. (Korea:
SEC); and Texas Instruments Inc. (NYSE:TXN). Service providers
featured in this report: BT Group plc (NYSE:BT) (LONDON: BTA) ;
Cingular Wireless LLC; mmO2 plc (NYSE/London: OOM); NTT DoCoMo Inc.
(NYSE:DCM); Orange SA (London/Paris: OGE); Skype Technologies SA;
TeliaSonera AB (NASDAQ:TLSNF); T-Mobile International AG; Vodafone
Group plc (NYSE:VOD); and Vonage Holdings Corp. Converge This!
WLAN-3G Mobility is available as part of an annual subscription (12
monthly issues) to Unstrung Insider, priced at $1,350. Individual
reports are available for $900. To subscribe, please visit:
http://www.unstrung.com/insider. For additional information, to
request a free executive summary of the report, or for details of
multi-user licensing options, please contact: Jeff Claudino Sales
Manager Insider Research Services 619-229-9940 For press inquiries,
please contact: Gabriel Brown Chief Analyst Insider Research
Services 44-20-7701-9330 DATASOURCE: Unstrung Insider CONTACT: Jeff
Claudino, Sales Manager, +1-619-229-9940, , or Gabriel Brown, Chief
Analyst, +44-20-7701-9330, , both of Insider Research Services Web
site: http://www.unstrung.com/insider
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