Market Corner N51

A few set of market information released this week:

[                  GfK reports that pan-Asian mobile phone sales could rise 12% to 185m units in 2005 (vs. 164.5m units in 2004). China could account for 57% with 105m units (+5%).

[                  Deloitte forecast there would be 2bn mobile users worldwide by the end of 2005. Growth is driven by Asia and LATAM.

[                  Eurostat, mandated by EU Commission, found that 80% EU citizens have at least one mobile phone subscriptions in 2003 (vs. 5% in 1995). In contrast, teledensity in Europe was about 50% in 2003.

[                  Infonetics unveiled the number of Cable VOIP users in NA in 2004 at 500,000 (or 2% of cable broadband users). Cablevision or Time Warner served 90% of Cable VOIP users. Infonetics expects penetration will rise to 15% in 2007.

[                  A UK survey, from Netonomy/YouGov, reports that 71% of UK consumers believe mobile services are becoming more complicated, 41% remain confident they will find 3G easy to use and only 4% are planning to upgrade to 3G.

[                  TelecomView study, however, finds that 3G will have more than 300m subscribers and generate more than $200 bn in revenue in 2009.

[                  Infonetics found that 113,000 Wi-Fi VoIP handsets were sold worldwide in 2004, generating $ 45m revenues.

[                  Quantum-Web predicts there will be over 600 million broadband subscribers worldwide by 2015 vs. about 200 million in 2005.

[                  According to Ericsson, the market for professional services is to grow about 10% in 2005.

[                  According to Infonetics, the ROADM (reconfigurable optical add/drop multiplexer) market could double in size to about $ 200m this year.