USA - Mobile Market - Analysis, Statistics and Forecasts

Synopsis

US mobile subscriber numbers increased to over 305 million by mid-2011. Although penetration levels are reaching saturation, mobile data revenues increased by around 23% year-over-year to December 2010 and are expected to continue to grow at very high rates between 2010 and 2015. Increases in data ARPU are largely offsetting the ongoing decline in ARPU for voice services. Mobile broadband was underpinned by the deployment and upgrade of 3G networks during 2009 and 2010. The launch of 4G LTE services since late 2010 will provide a greater stimulus for growth in mobile broadband in 2012. This report provides analysis, key statistics and forecasts of the US mobile market.

Key developments:

AT&T ends bid to buy T-Mobile; Verizon’s LTE network reaches two-thirds population coverage, Verizon secures spectrum from cablcos.

Companies covered in this report include:

AT&T Mobility; Verizon Wireless; Sprint Nextel; T-Mobile; Tracfone; MetroPCS Communications; Leap Wireless; Frontline; Alltel; US Cellular; Clearwire

Table of Contents

• 1. Synopsis
• 2. Market overview and analysis
• 3. Analysis of wireless broadband plan in 2nd stimulus package
• 4. Mobile statistics
  • 4.1 Market statistics
  • 4.2 Mobile carrier statistics
  • 4.3 ARPU statistics
• 5. Mobile broadband developments
  • 5.1 Third Generation mobile (3G)
  • 5.2 4G network investments
  • 5.3 LTE
  • 5.4 Wi-Fi-enabled phones
  • 5.5 WiMAX-enabled phones
• 6. Mobile data applications
  • 6.1 Overview
  • 6.2 Mobile internet
  • 6.3 Mobile music
  • 6.4 Mobile TV
  • 6.5 Mobile VOIP
  • 6.6 Non-voice messaging
• 7. Forecasts
• 8. Related reports

• Table 1 – Prepaid subscriber numbers and market share – 2008 - 2010
• Table 2 – Mobile subscribers and penetration – 2008 - 2011
• Table 3 – Mobile market ARPU, revenues, usage statistics and annual change – 2008 - 2011
• Table 4 – Mobile market revenue, roamer revenue, ARPU and employees – 2000 - 2011
• Table 5 – Mobile subscribers by major operator – 2002 - 2010
• Table 6 – Mobile major operator subscriber market share – 2008 - 2011
• Table 7 – ARPU of major operators – 2008 - 2010
• Table 8 – Average local monthly bill and average local call length – 2000 - 2011
• Table 9 – Forecast mobile broadband users and mobile services revenue growth – lower growth scenario – 2011 - 2016
• Table 10 – Forecast mobile broadband users and mobile revenue growth – higher growth scenario – 2011 - 2016

• Chart 1 – Mobile subscribers and annual change – 2000 – 2011
• Chart 2 – Customer churn rate of national carriers – 2001 – 2010