Motorola's LTE/WiMAX strategy prior to acquisition by NSN

Date: August 1, 2010
Pages: 26
Price:
US$ 1,495.00
Publisher: Ovum
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)
ID: M892666B0D7EN
Leaflet:

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Motorola's LTE/WiMAX strategy prior to acquisition by NSN
This report focuses on Motorola’s LTE and WiMAX strategy prior to the recently announced planned acquisition of most of its wireless infrastructure assets by Nokia Siemens Network (NSN). Motorola is repositioning itself to better target the LTE market opportunity, which is now generally believed to be much larger than that of WiMAX. From a technical point of view, Motorola is trying to leverage its strong expertise in OFDM and TDD gained through its leading position in the WiMAX business. Its absence from the UMTS market is the most significant challenge to overcome to become a leading LTE vendor worldwide.

Executive summary
In a nutshell
Ovum view
Key messages
Where does the wireless infrastructure business sit at Motorola?
Overview of Motorola’s wireless infrastructure organization
Towards device/network infrastructure businesses separation
Overview of Motorola’s wireless infrastructure business
Despite declining revenues, wireless infrastructure remains a profitable business at Motorola
NSN’s proposed acquisition of most of Motorola’s wireless infrastructure assets
The deal
NSN as an active player in wireless infrastructure industry consolidation
NSN enters the CDMA infrastructure market and is back in WiMAX
A good fit for NSN, with few product rationalization issues except for LTE
Certain wireless assets remain with Motorola
Key strategic aspects of Motorola’s “4G” strategy before NSN’s acquisition
WiMAX was and remains a real opportunity for Motorola
Motorola, a leading WiMAX supplier
Leverage Motorola’s experience in OFDM and WiMAX for LTE
A progressive shift of focus towards LTE and TD-LTE in particular
WiMAX contributed to Motorola’s LTE (and TD-LTE in particular) product development
Motorola’s OEM agreement with Huawei for UMTS/HSPA poses challenges to address the “natural” HSPA-to-LTE migration path
Motorola, like other vendors, focuses on lowering TCO for both WiMAX and LTE
Mobile WiMAX is key to Motorola’s wireless infrastructure business
Motorola’s WiMAX portfolio
Motorola’s end-to-end WiMAX approach
Motorola’s WiMAX RAN portfolio
Motorola’s WiMAX ASN Gateway solution
Motorola’s play in next-generation WiMAX
Motorola supports “802.16e Enhanced”
Motorola and 16m
Motorola’s WiMAX commercial references
Motorola is leading the mobile WiMAX infrastructure market with Samsung
Clearwire is Motorola’s key WiMAX customer, and simultaneously represents a good opportunity for LTE
Motorola’s LTE/EPC strategy
Motorola’s end-to-end approach to LTE
Motorola’s LTE RAN solution
Overview of Motorola WBR700 series, its second generation of LTE eNodeB
Overview of Motorola’s LTE-ready GSM products
LTE SON
Motorola’s EPC portfolio
Motorola’s strategy for EPC – a mix of in-house and partner solutions
Motorola’s LTE trial and commercial references
So far, Motorola has attracted two commercial LTE customers
Limited but valuable CDMA-to-LTE opportunity at Motorola
TD-LTE is a critical market opportunity for Motorola
Appendix
Methodology

LIST OF TABLES

Table 1: Motorola’s presence in the wireless infrastructure business
Table 2: Motorola WiMAX RAN product portfolio
Table 3: Selection of Motorola’s mobile WiMAX references
Table 4: Motorola’s quarterly WiMAX shipments
Table 5: Motorola’s commercial LTE contracts
Table 6: Motorola’s TD-LTE announcements in the second quarter of 2010

LIST OF FIGURES

Figure 1: Motorola’s planned business separation
Figure 2: Motorola’s wireless infrastructure revenues in 1Q10
Figure 3: Migration scenarios envisioned by Motorola for WiMAX operators
Figure 4: Motorola’s LTE SON approach

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Motorola's LTE/WiMAX strategy prior to acquisition by NSN
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