4G 成形-台廠之機會 與全球產業接軌模式 · ALU LTE references Alcatel-Lucent...

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4G成形 - 台廠之機會 與全球產業接軌模式 Rachael CHANG, Sept 2nd 2010

Transcript of 4G 成形-台廠之機會 與全球產業接軌模式 · ALU LTE references Alcatel-Lucent...

Page 1: 4G 成形-台廠之機會 與全球產業接軌模式 · ALU LTE references Alcatel-Lucent leading position in LTE CONTRACT CONTRACT Europe APAC Middle East North America South

4G成形 - 台廠之機會與全球產業接軌模式

Rachael CHANG, Sept 2nd 2010

Page 2: 4G 成形-台廠之機會 與全球產業接軌模式 · ALU LTE references Alcatel-Lucent leading position in LTE CONTRACT CONTRACT Europe APAC Middle East North America South

4G市場商機已成形ALU LTE Commercial Reference

Page 3: 4G 成形-台廠之機會 與全球產業接軌模式 · ALU LTE references Alcatel-Lucent leading position in LTE CONTRACT CONTRACT Europe APAC Middle East North America South

3© 2006 Alcatel-Lucent 2007, 20083 | 4G 網通技術應用論壇, 2010

ALU LTE references

Alcatel-Lucent leading position in LTE

CONTRACT

CONTRACT

EuropeEurope APACAPAC

Middle EastMiddle East

North AmericaNorth America

South AmericaSouth America

Alcatel-Lucent viewpoint is fueled by 50+ LTE trials & 5 commerical contracts

Page 4: 4G 成形-台廠之機會 與全球產業接軌模式 · ALU LTE references Alcatel-Lucent leading position in LTE CONTRACT CONTRACT Europe APAC Middle East North America South

4© 2006 Alcatel-Lucent 2007, 20084 | 4G 網通技術應用論壇, 2010

LTE Device overall trendsInstopable Waves for globalization

Prototype productsPrototype products

LTE New connected devices

LTE New connected devices

LTEHandset for 2G/3G replacement

H1 H22009

H1 H22010

H1 H22011

H1 H22012

H1 H22013

H12014+

Field Trials Early Launches Mass Market Adoption

LTE Middle end smartphone

3rd Gen LTE global solution

LTE FDD/TDD & EVDO/3GSM

2nd Gen LTE solution

LTE FDD & EVDO or LTE FDD & 3GSM

LTE FDD solution Prototype1st Gen LTE solution

LTE FDD only / Mono & Dual Band(s)

Commercial Devices (High End), USB, Netbook, Smarphone, W-DSL…

Commercial Devices (High End), USB, Netbook, Smarphone, W-DSL…

2nd Gen LTE TDD solution

TD-LTE & GSM/TD-SCDMA

LTE TDD solution Prototype1st Gen LTE TDD solution

TD-LTE only

Page 5: 4G 成形-台廠之機會 與全球產業接軌模式 · ALU LTE references Alcatel-Lucent leading position in LTE CONTRACT CONTRACT Europe APAC Middle East North America South

5© 2006 Alcatel-Lucent 2007, 20085 | 4G 網通技術應用論壇, 2010

LTE Device overall trendsFrequency band support availability

2009

H2’2010~2011

2011 +

Band 8

900

Band 3

1800

Band 2

1900

Band 5

850

GSM/EDGE

Band 9

1700

Band 3

1800

Band 2

1900

Band 4

AWS

Band 8

900

Band 2

1900

Band 1

2100

Band 5

850

UMTS / HSPA UMTS / HSPA

Band 38

2600

Band 40

2300

LTE TDD

Band “X”

3500

Band 38

2600

Band 4

AWS

Band 1

2100

Band 13-17

VZ 700

Band 7

2600

Band 8

900

Band 3

1800

Band 2

1900

Band 5

850

Band 12

700

LTE FDD

Safety band

700

Band 3

1800

Band 20

800ED

Page 6: 4G 成形-台廠之機會 與全球產業接軌模式 · ALU LTE references Alcatel-Lucent leading position in LTE CONTRACT CONTRACT Europe APAC Middle East North America South

6© 2006 Alcatel-Lucent 2007, 20086 | 4G 網通技術應用論壇, 2010

LTE Device overall trends

Price evolution

2009 2010 2011 2012

$100

$1,000

$10,000

HSPA+1st generation

Commodity price

Source: Alcatel-Lucent Markey survey

LTE 1st generation

LTE 2nd generation

(multimode)

$500

$5,000

$50

2013 2014

HSPA+2nd generation

USB Wireless Adaptor Price Curve - Per Category/Generation

Page 7: 4G 成形-台廠之機會 與全球產業接軌模式 · ALU LTE references Alcatel-Lucent leading position in LTE CONTRACT CONTRACT Europe APAC Middle East North America South

7© 2006 Alcatel-Lucent 2007, 20087 | 4G 網通技術應用論壇, 2010

Verizon Wireless Adopt End-to-end approach for LTE success in the USA

LTE Innovation Lab Center& Open Device Initiative

“In the USA, Verizon Wireless is known for the high quality of its network

and we have relied on Alcatel-Lucent to provide us a lot of the building

blocks of that high quality and we are going to do the same for LTE.”

(Dick Lynch, CTO Verizon Wireless)

Ecosystem

approachEnd-to-end network

approach

Business

approach

7 | 4G International Forum, 2010

Page 8: 4G 成形-台廠之機會 與全球產業接軌模式 · ALU LTE references Alcatel-Lucent leading position in LTE CONTRACT CONTRACT Europe APAC Middle East North America South

台廠之機會- 與全球產業接軌模式

Page 9: 4G 成形-台廠之機會 與全球產業接軌模式 · ALU LTE references Alcatel-Lucent leading position in LTE CONTRACT CONTRACT Europe APAC Middle East North America South

9© 2006 Alcatel-Lucent 2007, 20089 | 4G 網通技術應用論壇, 2010

Alcatel-Lucent Device Ecosystem Enabler ProgramA simple and global strategy to bring the LTE commodization into reality

Innovation Innovation

CommercializationCommercialization

CommoditizationCommoditization

Page 10: 4G 成形-台廠之機會 與全球產業接軌模式 · ALU LTE references Alcatel-Lucent leading position in LTE CONTRACT CONTRACT Europe APAC Middle East North America South

Alcatel-Lucent Technologies – Proprietary

Use pursuant to company instruction© 2006 Alcatel-Lucent 2007, 200810 | 4G 網通技術應用論壇, 2010

For Carrier operators having their own device solution strategy, DEEP bring value!� ALU is a Technical enabler with IOT and Field test program

For Carrier operators looking for device solution strategy, DEEP bring value!� ALU is a Business Enabler with back to back business offer� ALU is a Technical Enabler with IOT and Field test program

Alcatel-Lucent Device Ecosystem Enabler ProgramLTE device commercialization solution in line with the ALU carrier business model

Chipset suppliers

Operators

Page 11: 4G 成形-台廠之機會 與全球產業接軌模式 · ALU LTE references Alcatel-Lucent leading position in LTE CONTRACT CONTRACT Europe APAC Middle East North America South

11© 2006 Alcatel-Lucent 2007, 200811 | 4G 網通技術應用論壇, 2010

Alcatel-Lucent Device Ecosystem Enabler ProgramA decade of experiences in Europe, North America and Taiwan

France Terminal IOT Center

Purpose: 3GPP technologies qualification

USA Terminal IOT Center

Purpose : CDMA and LTE Technologies qualification

Taiwan Terminal IOT Center

Purpose :Taiwan 4G ecosystem support

IMS

CDMA

HSPA

WiMAX

IMSGSM

GPS

WiMAX

IMS

Page 12: 4G 成形-台廠之機會 與全球產業接軌模式 · ALU LTE references Alcatel-Lucent leading position in LTE CONTRACT CONTRACT Europe APAC Middle East North America South

12© 2006 Alcatel-Lucent 2007, 200812 | 4G 網通技術應用論壇, 2010

LTE-3G I-RAT

LTE only

LTE-2G I-RAT

Related to LTE:

LTE-3G I-RAT

LTE only

Alcatel-Lucent Terminal IOT Center提供完整的end-to-end應用與網路互連的環境

GSM

LTE-2G I-RAT

Related to LTE:

W-CDMA

LTE FDD&TDD

IMS/RCS

Video Streaming

WiMAX

StrategicPartners

External Support -Device

Ecosystem

Page 13: 4G 成形-台廠之機會 與全球產業接軌模式 · ALU LTE references Alcatel-Lucent leading position in LTE CONTRACT CONTRACT Europe APAC Middle East North America South

13© 2006 Alcatel-Lucent 2007, 200813 | 4G 網通技術應用論壇, 2010

Alcatel-Lucent Taiwan R&D Center Activities

Value-Added Services Innovation

(IPTV, PRBT, MVPN, NP&MNP, Pre-paid Card, 3G Video

Services..)

NG Broadband Device end-to-end IOT Center

Government/Academia/ Industry Collaboration

(WiMAX, GPON, IMS, Smart Meter… )

Ecosystem Partner Strategic Alliance

(Femto, GPON, LTE, WiMAX, xDSL ... )

Page 14: 4G 成形-台廠之機會 與全球產業接軌模式 · ALU LTE references Alcatel-Lucent leading position in LTE CONTRACT CONTRACT Europe APAC Middle East North America South

14© 2006 Alcatel-Lucent 2007, 200814 | 4G 網通技術應用論壇, 2010

www.alcatel-lucent.com