Transcript 2007 CAC Plan - CDMA Development Group

CDG Advocacy Council
(CAC)
April 30, 2007
Agenda
1. Roll-Call
2. Opening Remarks
3. Executive Support
4. Device Strategy
5. Carrier Retention Plan
6. CMO Summit
7. Carrier Outreach
8. UMB Positioning
9. Discussion Topics
10. Selected Charts
11. Revised 2007 CAC Plan
2
12. Adjourn
www.cdg.org
Executive Support
2
www.cdg.org
Conferences and Executive Road Shows
Middle East and North Africa Conference
 Marrakech, Morocco, 3-4 May
Sub-Sahara Africa Executive Roadshow
 Johannesburg, S.A., 7-8 May
Latin America Regional Conference
 Cancun, Mexico, 15-16 May
Pan-Asia Executive Roadshow
– New Delhi, 24 May (Milestone: 50 Million Subscribers)
– Jakarta, Indonesia, 28-29 May (CEO Roundtable)
China and Japan Roadshow
 Beijing, China, 10 July
 KDDI Press Tour, 12 July
Pan-Europe Executive Roadshow
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
London, England, 18 October
Moscow, 19 October
Oslo, Norway, 22 October
Prague, Czech Rep, 23 October
North American CDG Conference
 TBD San Diego, 15-16 November
Executive Participation is requested
2
Mobility World Congress
 Hong Kong, China, 4-6 December www.cdg.org
Press Briefings and Live Webcasts
•“3G: Enabling Telephone and Broadband Access for All” media dinner
– MENA 3G CDMA conference, Marrakech, Morocco, 3-4 May
•“Winning with 3G in Africa” press interviews
– Sub-Sahara Africa 3G CDMA conference, Johannesburg, 6-7 May
•“Latin America Regional Conference” press interviews
– Latin America CDG and IA450 conference, Cancun, 15-16 May
•“3G CDMA: Telephone and Broadband Access for All” live webcast
– TeleSemana hosted webcast in Spanish, Cancun, 17 May
•“50 million CDMA subscribers in India” press interviews
– CDG India 2007 International Conference, New Delhi, 24 May
•“Driving Growth & Migration to 3G CDMA in Indonesia” press briefing
– CEO Roundtable and executive briefings, Jakarta, 28-29 May
•“How CDMA Industry is Driving Price of 3G Devices Down” live webcast
– Costa Mesa, CA, 12 June
2
www.cdg.org
White Papers
•“Maximizing the value: Capitalizing on the next wave of mobile
broadband data applications”
 Iain Gillott, iGR
•“Past as a Guidepost to the Future: Reflections on the Continued
Growth of the Mobile Communications Industry”
 Shiv Bakhshi, IDC
•“CDMA2000 1xEV-DO Rev A: Applications and Services”
 CDG
•“Ultra Mobile Broadband: Strong Value Proposition”
 Mike Thelander, Signals Research
2
www.cdg.org
Carrier Retention Plan
(VIVO)
2
www.cdg.org
VIVO Support Plan – Update
• VIVO requested CDG assistance to maximize the value of their C2K network
Sprint Nextel will support VIVO, if VIVO is committed to making the necessary long-term investments to
strengthen their CDMA business
• Met with VIVO on March 28 at CTIA Wireless
Hilton Mendes, Director of Device Development, and Eduardo Aspesi, Marketing & Innovation
VIVO reaffirmed a commitment to CDMA and their interest in working to maximize the network and its service
offerings
VIVO’s main focus in 2007 will be GSM, but they will continue with the EV-DO Rel 0 expansion (not Rev A)
• VIVO identified the following CDMA network differentiators and areas of interest:
Position Location:
• Launched WaveMarket CDMA family position location services
• Planning to use CDMA network to track valuable cargo
EV-DO Broadband Data:
• Enterprise (e.g., email)
• Youth and early adopter market
Broadcast
• ISDB-T broadcast services (with multimode CDMA2000 devices)
Other
2
• Network Optimization
• Services automation
• Device aggregation efforts
www.cdg.org
VIVO Support Plan – Update
• CDG briefed VIVO on:
 Device aggregation and procurement efforts (GHRC/CCF)
 EV-DO inter-standard roaming efforts (IRT) and availability of WorldModeTM devices
 Automatic service codes and credit sharing (MiPhone, Jamaica)
• VIVO welcomed the opportunity to meet with U.S. operators to discuss methods
to further maximize the value of their CDMA network
• Next steps:
 VIVO to send an email reaffirming their commitment to CDMA and asking for long-term support
 Schedule a visit to the U.S. for VIVO to meet with U.S. operators – organized by the CDG
 Other meetings in Brazil to follow up on specific issues
• News updates:
 In the last few weeks, there have been strong improvements in the implementation of data roaming
between Sprint Nextel and VIVO after a month without progress
 Added 300K pre-paid subscriptions to GSM network in 3 months
 “Vivo intends to continue with its traditional CDMA network. It is not our plan. . .at least for the foreseeable
future. . .to deactivate our CDMA network," reported VIVO CEO Roberto Lima.
 Portugal Telecom agreed to allow Telefonica to take full control of the JV
2
• Spent $1B in 2006 for capital investments (50% to GSM).
• Just approved another $851 million for capital investments in 2007
www.cdg.org
TNZ – Update
TNZ is studying the possibility of deploying a GSM/WCDMA network
• Being considered to address global roaming
• Telstra will decommission its CDMA2000 network in 2008
• Brand name WorldMode phones are still too expensive
 Form factor, selection and pricing is not yet competitive
• Vodafone is continuing to provide stiff competition
TNZ board meeting to review technology is scheduled for June:
• As with previous board meetings, the migration to WCDMA will be discussed
• Business case has not justified a decision to migrate to WCDMA
• TNZ is discussing options with several other carriers
• Telus visited TNZ to discuss device aggregation efforts
CDG has been meeting and addressing TNZ needs
2
www.cdg.org
Device Strategy
2
www.cdg.org
Device Strategy Council – Update
• Co-chair: Telus
– Alltel, VZW, Sprint Nextel, Tata Teleservices, Telus and TNZ are participating with manufacturers
– Still soliciting a potential second co-chair
• CDMA device aggregation efforts update
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–
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–
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–
–
–
EV-DO Rel. 0 PC Cards @ 800 MHz (Sierra Wireless and Kyocera)
Entry-level 1X handset @ 800 MHz (Kyocera) – 2M unit order
Mid-tier handset @ 800 MHz and 1900 MHz
Entry-level 1X handset @ 800 MHz (South East Asian operators)
Entry-level 1X handset @ 1900 MHz (for Africa; vendor being determined now)
Entry-level EV-DO USB thumb-drive @ 800 MHz
Entry-level 1X handset @ 800 and1900 MHz
Entry-level 1X handset @ 450 MHz
EV-DO Rev. A USB thumb-drive
WorldMode™ – engaging China Unicom to develop requirements document with Sprint Nextel. KDDI
reviewing the document for future use.
• DSC provided document priorities to GHRC Team
– EV-DO Rev. A
– Mobile IP
• DSC recommended work to align industry test and certification processes
– Discussions underway with operators, CDG System Test Team, CCF and vendors on how to execute
• Doug Martel to provide secretariat services (e.g., logistics, meeting planning, etc.)
2
www.cdg.org
Amoi CMA8107
• Mode: CDMA2000 1X/EV-DO (800/1900 MHz) and GSM/GPRS (900/1800 MHz)
• Form Factor: Clam Shell with internal antenna: Size: 92.5x49.5x18.7 (mm); Weight: 104g
• Camera: 1.3M pixels CMOS camera with LED flash;
• Features: Bluetooth v1.1; GPS; Stereo Sound, Modem; WAP 2.0 Browser (Access NF3.2), MMS 1.2, Media
Player, Audio & Video Streaming, BREW v3.1 / Java, aGPS;
• Displays: Main Display: 2.0’’, 176×220, 262k, Color, TFT, External Display: 1.1’’, 96*96 65K, Color, CSTN
• Memory (FLASH/RAM): 128MB/64MB; T-FLASH
2
Note: Depending upon the market, EV-DO can be removed by replacing MSM6500 with MSM6125
www.cdg.org
CMO Council
2
www.cdg.org
CMO Council Efforts
Developing Clear Messaging (CDMA Positioning)
 Emerging Markets
 Entry-level Handsets
 Issue press release (15 May)
 Conduct webcasts (16 May from Cancun in Spanish and Costa Mesa on 12 June)
 Distribute fact sheet (being created)
 Rev A, Rev B and UMB Value Propositions
Develop Operator and Business Case Studies
 Emerging Market Operator Case Studies (1-2)
 Rev A Operator Case Studies (1-2)
Operator Outreach
Cross Industry Marketing efforts
 m-commerce (mobile payment)
 IT Industry (social networking)
Other Action Items
 Manifesto, including Success Factors
 Data Repository
2
- http://www.cdg.org/technology/cdma_technology/cdma_stats.asp
- http://www.cdg.org/members_only/resource_center2.asp (Members only)
www.cdg.org
CDG
Carrier Outreach
2
www.cdg.org
Carrier Outreach
Since the CMO Summit, the CDG has reached out to:
•
•
•
•
VIVO
SKT
LGT
Centennial D.R.
•
•
•
•
Verizon Wireless
Sprint Nextel
KDDI
TNZ
• Starcomms
• IUSACELL
CDG held an operator roundtable on March 30 in Orlando with:
•
•
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•
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China Unicom
IUSACELL
KDDI
LGT
Reliance
•
•
•
•
•
SKT
Sprint Nextel
Tata Teleservices
Verizon Wireless
VIVO
CDG is having a Steering Committee meeting on May 1 in Dallas
Regional Operator Champions
• SKT in Asia
• Starcomms in Africa
2
www.cdg.org
UMB Positioning
2
www.cdg.org
UMB: Value Proposition
UMB offers the strongest value proposition within the industry
Mobility
Coverage
Latency
Capacity
Speed
Ultra-high data
speeds in downlink
and uplink across
entire coverage area
Better user
experience
High spectral
efficiency in all
environments
Lower Total Cost
of Ownership
Lower end-to-end
latency to support
delay sensitive
applications
Better user
experience
Large noncontiguous or
ubiquitous
coverage.
Lower Total Cost
of Ownership
Robust mobility
support with
seamless handoffs
inherent in all
aspects of UMB
design
Better user
experience
Time-to-Market
Ecosystem
Devices
VoIP
IP-based
Flat IP-based
core network
interconnectivity
Improved
Performance &
Convergence
2
Large numbers of
VoIP calls coexist
with high capacity
data services.
Improved Earnings
Multimode UMB
devices will leverage
existing 3G CDMA
device selection
Economies of Scale
Large client base
and experienced
global suppliers.
Economies of
Scope
Substantial Industry Value
Revenue-generating
services become
commercially
available in early
2009
www.cdg.org
Comparison: Mobile Broadband Requirements
2
Source: Mobile WiMAX: Vision & Evolution, Siavash M. Alamouti, CTO, Intel Mobile Wireless Group
www.cdg.org
Comparison: Wireless Standards Evolution
?
2
Source: Enabling the WiMAX Ecosystem, Don Shaver, Director, Communication Systems Laboratory, TI, March 27, 2007
www.cdg.org
Comparison: Normalized and Expanded
2
Source: iGR, Research and Consulting, February 2007
www.cdg.org
UMB Positioning
 UMB 1.0 specification was approved by TSG-C on April 5
 Submitted to ITU-R WP8F as an M.1457 Update
 UMB 2.0 specification to be published during the week of June 18
 To be submitted to ITU-R prior to January 2008 as “best and final”
 Joint CDG/3GPP2 Press Announcement
 Drafted
 Looking for an service provider to commit to UMB, the “bell ringer”
 Verizon joined ETSI & 3GPP. Requesting 1X/EV-DO to interwork with LTE
 Solicit large operator to promote long-term merits of Rev A and Rev B
 Dilute sense of urgency of deploying OFDM-based solutions, other than for
multicasting (MBMS)
 In-band vs. New Spectrum: What strategy should be taken with EV-DO
and UMB to maximize business revenues?
2
www.cdg.org
Rev A: Value Proposition
Enabling rich IP-based services with improved user satisfaction in all environments
Advanced Broadband Data Services
 Enables real-time, symmetric, and delay sensitive (low latency) high-speed mobile broadband services
Increased Speeds
 Average download speeds of 600-1400 kbps with bursts up to 3.1 Mbps and average upload speeds of
350-500 kbps with bursts up to 1.8 Mbps
Increased Capacity
 Highest spectral efficiency available in the industry – enabling a lower total cost of ownership
Greater Bi-directional Symmetry
Reduced Latency
 Average latency below 50 milliseconds (RTT) – enabling delay sensitive applications, such as VoIP
Advanced Quality of Service
 User and Flow-based prioritization to enable different grades of service based on subscription and app
IP-based Network Interface
 Greater service flexibility, network control and efficiencies, and increased total cost savings (up to 30%)
Backward Compatibility
2
Latest breakthrough in mobile broadband communications
www.cdg.org
EV-DO Rev. A: Leading Broadband Technology
The first All-IP, low-latency, broadband multimedia and multicasting network to
be commercially deployed
Movistar (Venezuela)
Movilnet (Venezuela)
Bermuda Digital Communications (BDC)
Arobase Telecom (Cote d’Ivoire)
Mobilkom (Czech Rep)
Tatem Telecom (Dem. Rep. of Congo)
Telesystems or Ukraine
EOCG (Caribbean)
MTS First Wireless (Nigeria)
Skytel (Mongolia)
Telefonica O2 (Czech Rep)
Most all CDMA2000 operators are expected to upgrade to Rev A
2
Logo Not Shown: Broadband Everywhere (Philippines)
www.cdg.org
EV-DO: Leading Mobile Broadband Technology
First-to-Market performance and economics is driving EV-DO subscriber growth
300
Mobile Broadband
Global Cumulative Subscribers
250
200
150
265 267
208
100
150
50
107
96
56
0
26
13
2004
2005
EV-DO
7
2006
2007
HSPA
33
2008
16
9
2009
2010
Mobile WiMAX
EV-DO: Dominant Mobile Broadband Solution
Sources: Strategy Analytics, Worldwide Cellular User Forecast, September 2006, and Mobile Broadband Subscriptions Forecast, November 2006
Ovum, Mobile Regional Forecasts, December 2006
Yankee Group, Global Mobile Forecast, December 2006
In-Stat/MDR, 3G, Wi-Fi, WiMAX and others battle for wireless supremacy, February 2007
2
Informa, Future Mobile Broadband: HSPA, EV-DO, WiMAX & LTE
Yankee Group, Modest WiMAX Grows Despite Uncertainty, January 2007
www.cdg.org
CDMA2000: 2010 Vision
Serving the Diverse Needs of the Wireless World
Enabling services limited only by the imagination in
densely populated urban areas and sparsely populated rural areas
Leading Source of Revenue in Developed Markets
Mobile Broadband Revenue enabled by Rev A, Rev B and UMB
Leading Access Technology in Emerging Markets
Affordable Telephony and Broadband Access
Substantial 3G Share Value
One out of every three 3G subscribers – Driving healthy competition
2
Enabling Substantial Industry Share Value
www.cdg.org
Discussion Topics
2
www.cdg.org
Other CAC Discussion Topics (Proposed)
• Evolution Support
– What more can be done to promote Rev A and Rev B?
• Showcase accounts, press tours, etc.
– UMB Standardization, Promotion and Development
• Support acceptance of UMB brand name (3GPP2, ITU, etc.)
• Promote UMB as a leap-frog technology and IMT-Advanced candidate
• Support awareness and development of UMB infrastructure and devices
• Spectrum Allocation Support
– TDD vs. FDD: What strategy should be taken to address TDD
business opportunities?
– AWS Band: What advocacy efforts should be considered?
– Public Safety: 700 MHz
– Hong Kong: To issue CDMA2000 license in 850 MHz band
2
www.cdg.org
Selected Charts
(Ecosystem, Rural
Communications and
WorldMode)
2
www.cdg.org
CDMA2000: Strong Ecosystem
The CDMA2000 ecosystem is augmented by its strong partnerships
2 all CDG members are shown.
Not
Excludes operator members.
Experienced global suppliers
www.cdg.org
CDMA2000: Plenty of Affordable Devices
Competition and economies of scales are driving CDMA2000 prices down
Sub-US$30 Sub-US$40
ZTE
C160
Jingpeng Motorola
W150i
101
Sub-US$50
Rose
Haier
Haier
Huawei
631
C1000
D1000
C218
Huawei Jingpeng Jingpeng Jingpen Kyocera
K112
C2205 Spektra 101 C131
g
C132
LG
LG
LG
LG
RD2330
2530
RD2670
3330
Motorola Nokia Motorola Samsung Samsung
C210
1255
C131
N500
N 380
BREW-enabled low-end phones
LG
TCL
2750
401
LG
LG
LG
RD2650 RD2690 RD2710
Kyocera
KX 17
LG
LG
LG
LG
LG
RD2340 RD2430 RD2530 RD2535 RD2630
Samsung UTStarcom
S109
C1122
ZTE
ZTE
C133
C150
35 entry-level CDMA handsets from 12 suppliers
Notes: 1. Mobile devices shown are sold in India at an ex-factory wholesale cost below US$50.
2
2. Only devices shipped in volumes above 10,000 units are shown.
Legend: Color Screen Handsets
www.cdg.org
CDMA2000 Rural Communications
CDMA2000 offers the best solution for rural communications
Superior Voice Quality
 Best voice clarity, voice capacity and call quality
 Highest Mean Opinion Score (MOS) for voice clarity
 Highest call capacity, leading to reduced telephony costs
and tariffs
 Fewer failed connections on the first try and fewer dropped calls
 Reduced voice distortion or echo, less static and interference
High-speed Broadband Access
 Secure, instant and always-on broadband access to the web
 Bandwidth intensive: Television, email with large attachments,
webcam streaming video, distance learning, remote medicine, etc.
 Delay sensitive: Carrier grade VoIP, push-to-talk, etc.
Lower Total Cost of Ownership
 High-capacity networks lower deployment and operating costs
 Operators can create profitability in low-ARPU markets
Affordable Devices
 Availability of sub-US$50 handsets in highly competitive
markets
2
CDMA2000 is the defacto global standard for Wireless Local Loop
www.cdg.org
CDMA2000 WorldModeTM Devices
Global roaming enabled with CDMA2000/GSM/GPRS multi-mode/multi-band devices
Samsung
SCH-A790/W109/A795/IP-A790
Motorola
A840/A860
LGE
W800
Samsung
SCH-i819
LGE
W810
Samsung Samsung
Samsung Samsung
Samsung Samsung Samsung
SCH-W219 SCH-W379 SCH-W399 SCH-W531 SCH-W569 SCH-W579 SCH-V920
CDMA2000 1X/EV-DO/GSM/GPRS
WorldMode Devices
Yulong Telecom Yulong Telecom Yulong Telecom Yulong Telecom
Coolpad 728B Coolpad 858T Coolpad C288
Coolpad 728
ZTE
H350
Not
Shown
Amoi
CMA8301
2 (EV-DO)
Amoi
V810
(EV-DO)
BlackBerry
8830
(EV-DO)
LGE
KW-9200
(EV-DO)
Samsung
SCH-i830
(EV-DO)
Amoi
V8107
(EV-DO)
UTStarcom
T66
CECT
C828
Daxian
C8000
Hisense
D806
Ubiquam
U-520
www.cdg.org
2007 CAC Plan
(Revisions approved at Orlando)
2
www.cdg.org
2007 CAC Plan
 Executive Roadshows (press, analysts, regulators, ministers, financiers,
key influencers, etc.)
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Sub-Sahara Africa – Johannesburg ($25K, May 7-8)
Pan Asia – Jakarta and New Delhi ($30K to $40K, May 22-24)
Pan Europe – London, Moscow, Norway and Czech Rep. ($40K, tentative Jun. 4-8)
China – in conjunction with China Mobility Int’l Summit ($25K, Jul. 10)
North America – Boston, NYC and Denver ($15K, tentative Nov. 7-9)
 Events (conferences, workshops, demos)
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–
–
Latin America Conference – Cancun, Mexico ($120K to $140K, May 15-16)
North America Conference (Rev. A demos, no exhibits) ($200K to $210K, Sept. TBD)
Mobility World Congress UMB Workshop (TBD) – H.K. ($30 to $40K, Week of Dec. 3rd)
 Press Briefings (one-on-one interviews, roundtables, etc.)
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–
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MENA Seminar, Marrakesh (May 3)
Latin America Conference, Cancun (May 15)
North America Conference (TBD San Diego, Nov. 15-16)
 CMO Summit
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CTIA Wireless 2007, Orlando (March 26)
 UMB Seminar
2
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CTIA Wireless 2007, Orlando (March 27)
www.cdg.org
2007 CAC Plan (cont.)
• Webcasts
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–
–
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Rev A Devices and Features: VoIP, PTT, VT, etc. (QC sponsored, Feb. 28)
Low-cost C2K Handsets, WorldMode, GHRC and CCF ($7K to $8K, Apr. 24)
Rural C2K Communications, CDMA450, IP, etc. – TeleSemana ($7K to $8K, May 17)
Evolution to Ultra Mobile Broadband Services ($7K to $8K, Jun. 13)
All-IP, IMS, and Fixed to Mobile Convergence ($7K to $8K, Sep. 6)
• Analyst and press tours to key operators
–
Asia Tour to KDDI – Next generation services ($50K, Jul. 13)
 Editorials and Feature Articles
– Why deploy Rev A and Rev B, and deployment scenarios – case study ($15K to $20K)
• Latin America – RNT, TeleSemana
• Asia – Wireless Asia
• Africa – Balancing Act
– ITU News Magazine – CDMA2000 evolution and spectrum allocations ($15K)
– CDMA’s Innovative Leadership in the Wireless Industry Timeline ($10K)
The world’s 1st 3G phone, color screen phone, photo messaging phone, TV phone, etc.
2
www.cdg.org
2007 CAC Plan (cont.)
• Analyst Reports
– Report on future handset pricing and the impact of economies of scale ($40K)
 OpEds
– CDMA2000 Migration to All-IP (VoIP enabled) networks and services ($20K to $25K)
• Fact Sheets
–
–
–
–
Selection of CDMA2000 devices addressing different market segments ($5K)
CDMA2000 International Roaming services – WorldMode ($5K)
Global Handset Requirements for CDMA ($5K)
CDMA Certification Forum ($5K)
• Other methods of distributing key messages
– Email with short multimedia clips to highlight newsworthy events (<$1K/ea)
– Cooperation with an “ultra-broadband” blog - www.ev-doinfo.com (NC)
– Online interviews with key executives (NC)
2
www.cdg.org
2007
CAC Meeting Schedule
2
www.cdg.org
2007 Meeting Schedule
May 21 – Conference Call
Jun. 11 – Webinar
Aug. 13 – Conference Call
Sep. 10 – Webinar
Oct. 15 – Conference Call
Nov. 12 – Webinar
2
* Note: Dates subject to change
www.cdg.org
Adjourn
2
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