Market research firm Infonetics Research (Campbell, Calif., U.S.A.) on Tuesday released excerpts from its Service Provider Capex, Opex, ARPU, and Subscribers report, which reported that telecom capital expenditures (CAPEX) were up 6% to $311 billion in 2011, while revenue was up 8% to $1.86 trillion.
"The near-6% increase in global telecom carrier CAPEX we expect in 2011 over 2010 is due in large part to AT&T's ramping LTE deployments, HSPA+ upgrades, and investments in WiFi hotspots for traffic offload,” says Stephane Teral, principal analyst for mobile and FMC infrastructure at Infonetics Research. “This offsets Verizon Wireless' slowing mobile spending since their LTE rollout peaked earlier this year.”
In the EMEA region, a capex increase in Africa is offsetting delays in telecom investment in Greece, Italy, and Hungary, says Teral, while Asia Pacific remains stable.
In the Caribbean and Latin America (CALA), América Móvil (Mexico City, Mexico) and Telefónica (Madrid, Spain), the two telecom giants that control 75% of CALA’s mobile subscribers, are preparing their infrastructure to host the soccer World Cup in 2014 and the Olympics in 2016, according to Teral.
Infonetics stands by its view that the debt crisis in Europe is having little impact on its telecom CAPEX forecast.
“As long as credit remains available to telecoms at a fair price, the ongoing sovereign debt crisis should have little impact on telecommunications equipment spending,” says Teral. “Investment plans across world regions suggest mobile broadband and FTTx is the name of the game going forward."
According to Infonetics, some report highlights include:
Geo IoT is anticipated to move well beyond simply the ability to determine proximity for commerce and various retail applications. Longer term, presence detection and location determination will be a critical aspect of IoT privacy, security, and preference management for both consumer and industrial applications.
Analysis of the DAS market, including carrier WiFi, small cells, and SON, and the leading companies in the DAS ecosystem and their solutions. The report also includes evaluation of market drivers, challenges, and provides forecasts for 2016 to 2021.
Comprehensive coverage of NGN OSS/BSS including opportunities within Big Data and IoT, analysis of the drivers and issues related to the technical and business aspects of OSS/BSS, deployments and operations issues, and quantitative analysis with forecasts for anticipated growth through 2021.