4G Operators’

Investments and

Strategies

Elias Aravantinos

Managing Director, ExelixisNet

Outline

Introduction

ITU reverse

4G Networks

4G investments examples

Implications

4G readiness vs 4G investment index

Strategize

Intro

ExelixisNet Consulting

Telecom Analysis

Telecom Strategies

Research and Directions

4G and New Tech Expertise

ITU’s new 4G definition

ITU has determined that “LTE-Advanced”

and “WirelessMAN-Advanced” should be,

IMT-Advanced and is considered as “4G”,

LTE and WiMax, and to other evolved 3G

technologies

a substantial level of improvement in

performance and capabilities with respect

to the initial third generation systems now

deployed.

3G (including 2.5G) 4G

Major Requirement Driving

Architecture

Predominantly voice driven -

data was always add on

Converged data and voice over IP

Network Architecture Wide area cell-based Hybrid - Integration of Wireless LAN

(WiFi, Bluetooth) and wide area

Speeds 384 Kbps to 2 Mbps 20 to 100 Mbps in mobile mode

Frequency Band Dependent on country or

continent (1800-2400 MHz)

Higher frequency bands (2-8 GHz)

Bandwidth 5-20 MHz 100 MHz (or more)

Switching Design Basis Circuit and Packet All digital with packetized voice

Access Technologies W-CDMA, 1xRTT, Edge OFDM and MC-CDMA (Multi Carrier

CDMA)

Component Design Optimized antenna design,

multi-band adapters

multi-band adapters Smarter

Antennas, software multiband and

wideband radios

IP A number of air link protocols,

including IP 5.0

All IP (IP6.0)

From : www.mobileinfo.com

3G vs. 4G

Speed vs. Cost

4G Investment – Example #1Initiative expands wireless coverage to 98%

of Americans,

reduces deficit by nearly $10 billion, invests in

nationwide public safety network

Freeing up 500 MHz of spectrum for everything from smartphonesto wireless broadband connectivity for laptops to new forms of machine-to-machine communication within a decade

4G Investment – Example #2

TeliaSonera

800 MHz band

valid for 25 years,

cost for licence is

97,000,000 EUR for

frequency blocks of 2x10

MHz in the 800 MHz

frequency band.

4G Investment – Example #3

Yota - Russia

710-860 MHz

€1.49 billion

MegaFon, MTS,

Vimpelcom would share

the network on an

MVNO basis.

4G investments implications

Regulator’s reforming and

obligations

Digital dividends vs military

spectrum

Network share with MVNOs

Technology implementation path

Pricing options

4G readiness vs 4G investment

Source: ExelixisNet 2011

4G readiness vs 4G investment

cont’

8,4

8,5

8,6

8,7

8,8

8,9

9

e-readiness 2010

Source: ExelixisNet 2011

4G strategic directions

Real Options studies

Research and industry analysis

Markets benchmarking

4G index could drive into more conclusions

Strategize with ExelixisNet

Thank You – Questions?Elias Aravantinos

ICT Consultant, ExelixisNet

www.exelixisnet.com

earavantinos@exelixisnet.com

Twitter: eliasara, exelixisnet