Market researches - 13/10/06

A few set of market information released this week:

• According to Idate, fiber-based broadband accesses could be up to 42m worldwide by 2010, of which 20.5m in Japan, 8m in the US, Europe with 7m and South Korea with 6.3m. In Europe, Germany with 2.9m and France with 1.3m should be the most developed.

• Gartner assesses that 1H smartphone sales grew 75% to 35m units, of which 1/3 in Japan reporting a growth rate of 153%. Nokia held 42% market share, ahead of RIM with 6.5%, Motorola with 5.3% and Palm with 5%.

• More than 100m broadband Internet lines have been shipped by Alcatel.

• According to In-Stat, Fixed Mobile Convergence (FMC) will grow slowly at first in China, then takes off from 2008 onwards. Over 11m FMC subscribers should be registered by 2011.

• According to Ipsos, PC equipment penetration in EU households is higher than US rate. There were 72m PCs in Europe (53% rate) vs 67m in the USA. France reports a PC penetration rate of 57%, an Internet access penetration rate of 40%, but a 34% broadband access penetration rate, and a 50% WiFi-based Internet access penetration rate.

• 25% of WCDMA handsets will offer GPS by the end of 2008, according to ABI Research.

• Point Topic forecasts that the proportion of UK households with broadband will almost double in the next three years to 18.5m at the end of 2008.

• Alcatel expects that subscribers to IPTV would reach 100m by late 2010, up from 3m now.

• According to Motorola, WiMAX would take off next year in Europe. WiMAX rollouts are expected early next year in France, Spain and Germany.

• According to Dell'Oro, Thomson holds a 50% worldwide market share of dual and triple-play enabled gateways in the first half of 2006.

• IMS Research forecasts that there will be 950m handsets shipped in 2006.

• According to Disney -ABC TV, mobile content has the potential to be a big winner, and mobile TV market could be worth $27bn by 2010.