The Bottom Line
1.0 Methodology and Sources
2.0 Introduction
3.0 Defining Mobile Broadband
4.0 Mobile Broadband Market: Players and Drivers
4.1 Consumers
4.2 Carriers
4.3 CE manufacturers
4.4 Media companies
4.5 Advertisers
5.0 Mobile Broadband: State of the Union
5.1 United States
5.1.1 AT&T
5.1.2 Verizon
5.1.3 Sprint
5.1.4 T-mobile
5.2 Innovations Around the Globe: a Weather Vane for U.S.
6.0 New Breed of CE Devices: Beyond the Cell Phone
6.1 Advantages of Embedded Connectivity vs. External Modems
6.2 Swiss Army Knife vs. Dedicated Devices
6.3 Smartphones and Embedded Mobile Broadband Devices
6.4 The Role of Chip Manufacturers in Device Evolution
7.0 Business Models for Embedded Mobile Broadband Devices
7.1 Owning the Customer Relationship
7.2 New Business Models for CE Manufacturers
7.2.1 The MVNO model
7.2.2 The Revenue Sharing Model
7.3 Carriers’ Service Models
7.3.1 Subsidized Devices
7.3.2 The Importance of Service Bundles
7.3.3 New Business Models for Alternative Form Factors
Unlimited, Flat-Rate Model
Tiered Service Model
Metered Model
Ad Supported Model
Sponsored Model
Need for Hybrid Models
8.0 Market Evolution Scenarios
8.1 Notes on Methodology
8.1.1 Mobile Broadband User Forecast
8.1.2 Smartphone Sales Forecast
8.1.3 Forecast of Mobile Broadband Enabled Devices
8.1.4 Summary of Market Evolution Scenarios
8.2 Realistic Forecast Scenario
8.3 Pessimistic Forecast Scenario
8.4 Optimistic Forecast Scenario
9.0 Recommendations
9.1 Carriers
9.2 CE Manufacturers
9.3 Chip Makers
9.4 Media and Advertising Companies
Resource Book
1.0 Consumer Analysis
1.1 Awareness and Interest in Mobile Broadband
1.2 Demand for Auxiliary Services on Mobile Platforms
1.3 Mobile Broadband Devices
2.0 Company Profiles
2.1 AT&T Mobility
2.2 Verizon Wireless
2.3 Sprint Nextel/Clearwire
2.4 T-mobile USA
2.5 Nokia Corporation
2.6 Archos S.A.
2.7 Acer Inc.
2.8 Intel Corporation
2.9 Qualcomm Corporation
