【資料名稱】：Latest LTE Developments in Japan

【資料作者】：UBS

【資料日期】：2 December 2011

【資料語言】：英文

【資料格式】：PDF

【資料目錄和簡介】：

Objective of this report4
Report summary4
—1. Allocation of the 700/900 MHz spectrums.........................................................4
—2. General outlook for each provider’s LTE implementation plans........................4
—3. NTT DOCOMO’s LTE plans .............................................................................4
—4. KDDI’s LTE plans.............................................................................................5
—5. SoftBank’s LTE plans .......................................................................................5
—6. eAccess’ LTE plans..........................................................................................5
—7. LTE-compatible chipsets ..................................................................................5
—8. Each provider’s capex pl ans.............................................................................5
—9. Device configuration and each provider’s LTE vendorselection .......................5
—10. Charges and data traffic volume in the LTE era..............................................6
—11. LTE launch strategy implications for each provider.........................................6
Allocation of the 700/900 MHz spectrums7
—We expect 900 MHz for SoftBank and 700 MHz for DOCOMO and KDDI ............7
—Who we think will receive the 700/900 MHz spectrums and the reasons why .......8
—Catalysts: Recipient of 900 MHz allocation in late February 2012 .........................9
—Implications of 700 MHz and 900 MHz alloca tions..... ...........................................9
General outlook for each provider's LTE implementation plans10
—2012 should be the breakout yearfor LTE..........................................................10
—LTE’s utility and frequency usage efficiency is roughly trip le that of 3G ..............11
—Assumptions underlying our look at each provider’s LTE plans . .........................12
NTT DOCOMO’s LTE plans13
—Raising data speed up to a maximum of 112. 5 Mbps in 2012...... .......................13
KDDI’s LTE plans15
—Launching LTE in 2012 at 75 Mbps, meeting demand for speed with WiMAX-capable dual handsets ..... ..................................................................................15
—Absorbing demand for speed by offloading toWiMAX........................................16
—Will the next-generation iPhone be LTE or TD-LTE? .... ......................................17
SoftBank’s LTE plans19
—Rollout of LTE delayed, waiting on AXGP (TD-LTE) compatibility for iPhone...... 19
—Offload to AXGP (TD-LTE), waiting on AXGP-compatible iPhone......................20
eAccess’ LTE plans23
—Inferior in coverage and data speed, cannot regain competitiveness overnight .. 23
LTE-compatible chipsets26
—Timing of use of 15 MHz band and compatibil ity with category 4is key ..............26
—LTE handsets and chipsets now available..........................................................26
—Advancements in LTE-capable devices, based on Qualcomm’s roadmap .......... 27
Carriers’ capital spending plans29
—Reduction in total amount but increase in the proportion of LTE investments ..... 29
—NTT DOCOMO ..................................................................................................29
—KDDI ..................................................................................................................31
—SoftBank Mobile (SBM) ......................................................................................33
—eAccess .............................................................................................................34

Equipment mix and carriers’ selections of LTE equipment vendors
35
—DOCOMO and KDDI have chosen Japanese vendors while SoftBank Mobile and
eAccess have chosen overseas ones.................................................................35
—ENode B (base stations) ....................................................................................35
—The core network ...............................................................................................38
LTE rates and data traffic volume40
—The average 3G user is likely to approach the monetary limits with LTE, but usage
is unlikely to exceed 7 GB ..................................................................................40
—DOCOMO’s LTE rate plans................................................................................40
—Data limit of 7 GB ...............................................................................................43
Implications for carriers’ LTE strategies44
—No major changes in the relative attractiveness of the stocks, but SoftBank Mobile
could be in a disadvantageous position depending on when it introduces LTE
service ...............................................................................................................44
—NTT DOCOMO ..................................................................................................45
—KDDI ..................................................................................................................45
—SoftBank ............................................................................................................46
—eAccess .............................................................................................................47
Acronyms used in this report

[ 本帖最后由 dannypeng 于 2012-2-3 09:39 編輯 ]