The Dell’Oro Group is reporting some stagnant performance from WCDMA. Although the subscriber numbers have gone up 80% compared to last year, infrastructure market growth has been altogether flat in Q1 2007. Carriers like Rogers and the “new” AT&T (sigh) seem willing to support the technology, but high costs and nagging glitches have prevented full-scale deployment. Think of it this way: how many WCDMA devices does Rogers offer right now?
“Ericsson, Nokia Siemens, and Alcatel-Lucent continue to lead this market which, despite generating revenues for over six years, accounted for just 16 percent of the total mobility infrastructure market during the quarter,” commented Greg Collins, Vice President of Mobility Infrastructure research at Dell’Oro Group.
The analysts aren’t losing hope, however:
“Because it is still quite early in WCDMA’s lifespan and there are large infrastructure contracts looming, we believe that there is ample opportunity for vendors to gain and lose share in the WCDMA market in the coming years,” added Collins.