Section 1: Charting the WLAN
Boom, from Portable Broadband to Voice and Mobility
1.1 WLAN Boom:Why Telcos Can’t Ignore WLAN
1.2 The Next Step for WLAN: Enabling Voice and Mobility
1.2.1 Is VoWLAN Ready?
1.2.2 New Wi-Fi Standards: Enabling Voice and Multimedia
1.2.3 Wi-Fi Security: At Last in Place, But Still Doubted
by Many
1.2.4 Unlicensed Mobile Access
Section 2: Do Mobile Carriers Need WLAN?
2.1 What Carriers Want
2.2 What WLAN Offers: From Broadband
Portability to Fixed-Mobile Convergence
2.3 Nomadic WLAN: Looks Good on Paper,
Generally Falls Short
2.3.1 Positioning: High Speed at a
Fraction of Mobile Cost
2.3.2 Pricing: Predominantly Prepaid
2.3.3 A Vulnerable Business Model
2.3.4 New Models for Nomadic WLAN: From Wi-Fi to WIMESH
2.4 Bundled WLAN-Cellular: A Necessary
Marriage of Technology and Convenience
2.4.1 Positioning: From Prepaid Wi-Fi to
Bundles
2.4.2 Extending the Hotspot Network: The Roaming Challenge
2.4.3 Convenience of Bundled Pricing:Many Networks — One
Bill
2.4.4 WLAN Bundles: Uptake and Revenue Potential
2.4.5 The Next Step in Bundling: Toward Ubiquitous
Networks
2.4.6 Technology Alternatives: WLAN vs.Mobile 3G Networks
2.4.7 The Business Case for Bundled WLAN: From Add-on to
Integration
2.5 Transformational WLAN:Delivering the
Unavoidable VoWLAN
2.5.1 FMC Value Proposition: Clear for
Mobile Data, Not So Much for Mobile Voice
2.5.2 VoWLAN: More Threat than an Opportunity for Mobile
Carriers, But Is It Avoidable?
2.5.3 Impact of WLAN as Part of a UMA Consumer Solution
2.5.4 UMA Business Models
2.5.5 Alternative Solutions:Versions of UMA
2.5.6 A New Type of MVNO: Wi-Fi for Youth
2.5.7 Enterprise VoWLAN: Predominantly Niche Use in the
Short Term
2.6 Carrier Strategy: Choosing the Right
Path
Section 3: Impact of Cellular-WLAN
Convergence
3.1 Impact of Cellular-WLAN
Convergence:Market Perspective
3.1.1 WLAN Mobile Data Adoption and
Revenue Implications: Small Contribution
3.1.2 UMA Revenue Potential and Churn Implications
3.1.3 WLAN and VoWLAN Implications for Mobile Traffic
3.2 Cellular-WLAN Convergence: Competitive
Perspective
3.3 Integration of WLAN Technology by Tier 1
Vendors
Section 4: Regional Analysis
4.1 WLAN in North America
4.1.1 Cingular Wireless
4.1.2 T-Mobile
4.1.3 Verizon Wireless
4.1.4 Helio
4.1.5 Boingo
4.1.6 Wayport
4.2 Regional Analysis: WLAN in Asia Pacific
4.2.1 Telstra Australia: The
Fastest-growing Wi-Fi Provider in 2005
4.2.2 China: Low Broadband and Wi-Fi Device Numbers Inhibi
Growth
4.2.3 India:WLAN for Rural Broadband
4.2.4 Japan: MVNOs and 3G Entrants to Drive Future Wi-Fi
Rollouts
4.2.5 KT:WLAN Lull after Initial Strong Growth
4.2.6 Taiwan: Using Wi-Fi to Achieve a Ubiquitously Wired
Society
4.3 Wi-Fi and Cellular in Europe
4.3.1 Orange:WLAN for Ubiquitous Wireless
4.3.2 T-Mobile: WLAN in the Center of Seamless Data
Services
4.3.3 KPN HotSpot: Flat Data Access, but No Wi-Fi Bundling
Ye
4.3.4 Vodafone: Wi-Fi Skeptic?
4.3.5 The Cloud: New Business Models for WISPs
4.3.6 TeliaSonera HomeRun:WLAN for Convergent Fixed-
Mobile Services
4.4 WiFi and Cellular in Latin America
4.4.1 Brazil:Major LA Market for
Enterprise Mobility
4.4.2 Mexico:WiFi as Broadband VAS Differentiator
4.4.3 Chile: No Mobile Carrier Presence So Far
4.4.4 Argentina: 2006 to Become a Year of WLAN-Cellular
Bundling
List of Exhibits
Exhibit 1: Major Carrier WLAN Launches
Exhibit 2: Wi-Fi-Enabled Device Sales, 2005-2010
Exhibit 3: Global Hotspots, by Region, 2005E and 2009F
Exhibit 4: Selected Wi-Fi and UMA Handsets
Exhibit 5: Global Broadband Penetration, by Region,
2001-2010
Exhibit 6: Broadband and WLAN Penetration Is Correlate
Exhibit 7: Voice ARPU by Region: Price Decline
Continues
Exhibit 8: Mobile Churn Remains High
Exhibit 9: Pending Plans for Selected MVNO and UMA
Launches
Exhibit 10: UMA Network Architecture
Exhibit 11: Global Fixed-Revenue Growth, 2001-2010
Exhibit 12: Global Mobile Data Revenue Growth,
2001-2010
Exhibit 13: WLAN and Changing Carrier Strategic
Objectives
Exhibit 14: WLAN Suite of Services
Exhibit 15: WLAN vs. Cellular: Technology Comparison
Exhibit 16: Nomadic WLAN Hotspot Carrier Business Case
Exhibit 17: Prepaid WLAN Access Prices
Exhibit 18: Nomadic WLAN Roadmap and Universe of
Service Providers
Exhibit 19: Wi-Fi Roaming: Payment Structure
Exhibit 20: The Largest WLAN Providers and Roaming
Partners
Exhibit 21: Selected Examples of Subscription and
Bundled WLAN Plans
Exhibit 22: KT:WLAN Subscribers in South Korea
Exhibit 23: Many Services — One Network
Exhibit 24: Orange France Mobile Broadband Launch
Exhibit 25: WLAN vs. 3G Technologies
Exhibit 26: A Case for Converged and Mobile Carriers:
Subscriber Gains
Exhibit 27: UMA Revenue Calculations for a Converged
Provider and a Mobile Operator
Exhibit 28: O2 Genion and Surf@home solution
Exhibit 29: UMA vs Home Zone Solutions
Exhibit 30: Enterprise Data Revenue: Private Circuit
and Mobile Remote Access
Exhibit 31: Smartphone and PDA Forecast, 2004-2010
Exhibit 32: VoWLAN vs. DECT for Enterprise Customers
Exhibit 33: Carrier WLAN Strategies
Exhibit 34: Paid WLAN Subscriber Forecast, 2004-2010
Exhibit 35: Fixed WiMAX (802.16d) Adoption Forecast,
2005-2010
Exhibit 36: UMA: Global Household Subscribers, by
region, 2005-2010
Exhibit 37: UMA: Global Consumer Revenue by region,
2005-2010, US$bn
Exhibit 38: Mobile VoWLAN: Churn Implications (US$)
Exhibit 39: MVNO Subscriber Share, NA and Europe
Exhibit 40: Vendors and Their Strategic Approach to
WLAN and WiMAX
Exhibit 41: Number of Paid Wi-Fi Hotspots,North America
Exhibit 42: North American Top Paid Hotspot Providers
2005
Exhibit 43: Cingular Data Plans
Exhibit 44: Wi-Fi Bundling Strategy
Exhibit 45: Wayport Service Pricing
Exhibit 46: Developed Asia Pacific Markets: Broadband
and Mobile Data Penetration in 2005
Exhibit 47: Selected Asia Pacific Wi-Fi Prices
Exhibit 48: Telstra Wi-Fi Pricing
Exhibit 49: WLAN services in China
Exhibit 50: Major Pan-European Wi-Fi Hotspot Provider
Market Share
Exhibit 51: France and UK: Orange Holds a Significant
Share of Mobile Workers
Exhibit 52: T-Mobile European Hotspots
Exhibit 53: T-Mobile Bundled Wi-Fi Pricing
Exhibit 54: KPN Hotspot Pricing
Exhibit 55: Selective Vodafone Wi-Fi Pricing
Exhibit 56: TeliaSonera Sweden and Finland:
Capitalizing on Market Leadership in All Areas
Exhibit 57: Selective TeliaSonera Wi-Fi Pricing
Exhibit 58: Latin American Hotspots