This report analyzes the current WiMAX operations worldwide, evaluating operator business models, network economics and the overall market opportunity relative to UMTS/HSPA and LTE. The objective is to assess which technology delivers the most popular and profitable mobile voice, broadband and video services in the context of specific market conditions: case studies examine UQ Communications (in Japan), Clearwire (the US), Mobily (Saudi Arabia), Digicel (Caribbean), Tata (India), Umniah (Jordan) and Yota (Russia).

Key findings include:

- The number of WiMAX deployments – currently more than 500 across 145 countries – is greater than that of any conventional 3G technology and more than 50% greater than the number of HSPA network commitments. However, most WiMAX deployments to date have been small, serving targeted communities, businesses and private institutions. As a result, WiMAX covers only 6% of the world’s population, which is far behind the 85-90% that conventional mobile networks cover. We do expect WiMAX coverage to increase, although rather slowly on a global basis, with 10-12% population coverage by year-end 2010. Many of the larger WiMAX deployments are still underway, and many large countries such as India, Indonesia and Vietnam are just beginning to issue WiMAX licenses. Some of the largest WiMAX operators in the world in terms of coverage will be Clearwire (US), UQ Communications (Japan), Globe Telecom (Philippines), Yota (Russia) and Safaricom (Kenya).

- More than 80% of all WiMAX deployments are fixed networks that use 802.16d, a standard that leading vendors such as Alvarion and Huawei no longer ship. Going forward, we expect all WiMAX operators to use 802.16e equipment even if regulatory bodies restrict them from offering mobile services. The first available WiMAX devices were PC cards and USB dongles, followed by laptops with embedded modems, leaving operators no choice but to first go after mobile broadband customers. Those markets with the lowest broadband penetration rates represent the most upside, and we estimate that roughly 70% of WiMAX deployments are in emerging markets, led by the Africa and Middle East region with more than a quarter of global deployments.

- Factors driving operators to deploy WiMAX are speed to market, surgical network deployment opportunities, mobility, multiple-use scenarios, its IP architecture, and the cost of spectrum and deployment. WiMAX operators in competitive markets look to differentiate themselves from existing fixed and mobile broadband options by promoting a combination of the following benefits: portability, mobility, flexible pricing plans offered without contracts, enhanced applications, simplicity of service activation, service quality and security, superior customer care and higher throughput. Mobile virtual network operators (MVNOs) will be an instrumental piece of many WiMAX operators’ business models.

- On average, WiMAX pricing tends to be more expensive than DSL pricing, but the difference has already begun to diminish, and the two will blend further by 2014. In contrast, prices for WiMAX-based broadband service are generally US$15-25 lower than for conventional 3G (UMTS/HSPA, EVDO) service at similar download speeds. In general, WiMAX operators target different markets than other 3G players, which boast a substantially larger addressable market of voice customers.

- If an MNO is concerned about the service quality of its core services due to an overloaded network, a straight 3G upgrade is more suitable than adding WiMAX as a parallel data network, because mobile voice customers represent a larger target opportunity than fixed broadband customers. Mobile voice is still the most important driver of revenue for mobile operators worldwide, comprising 75% of total global service revenue.

- Certain emerging market operators would benefit from bypassing 3G in favor of moving to LTE in a few years. But this decision depends on spectrum resources, the competitive landscape and the need for better spectral efficiency, which is impacted by voice and data traffic levels.

- Increasing volumes of WiMAX customer premise equipment (CPE) shipments and improvements in production are reducing device costs and increasing affordability. Just a few years ago, the CPE cost was more than $300, but these days it is reportedly less than half of that amount – about $50-150. In the Cayman Islands, Malaysia and the US, for example, WiMAX operators offer WiMAX CPEs for $60-100 with minimal subsidization.

- WiMAX is a better technology for providing broadband access than HSPA and boasts higher spectral efficiency, a lower cost per bit, as well as lower costs for spectrum and intellectual property rights (IPR). Despite HSPA’s greater scale, WiMAX USB dongles are priced competitively and even less expensive in some cases compared with other 3G USB dongles. WiMAX benefits from having a more centralized ecosystem in which interoperability does not have to take place on an operator-to-operator basis as it does with HSPA. Despite these positives for WiMAX, scale, coverage, roaming potential and the device ecosystem, not performance, determine the popularity of mobile broadband access technologies.

Going straight into its specifications, the Blackberry 8800 comes equipped with a QWERTY keyboard – unlike Blackberry Pearl – and a trackball navigation system. It appears that Blackberry had finally come into terms with the fact that joysticks are not great devices for navigational purposes, especially to zip through a phone menu. The QWERTY keyboard can be a bit confusing in the beginning, but as the user starts typing on it, gradually he/she will get used to it.

If there is another major difference between Blackberry 8800 and the Pearl, then it is the absence of the camera. Blackberry has dispensed with the camera in 8800 for a more reliable feature, the GPS, to track down roaming business users and devices. Even though, the Blackberry 8800 does not have Google Maps in it, the bundled TeleNav GPS Navigator does an exceptional job in giving the user the right directions always. The local search function also works very well.

The display of 8800 is quite bright (320 x 240 resolution) and offers good visibility in all lighting conditions. A built-in light sensing device adjusts the brightness levels of the keypad and screen accordingly to optimize visibility.

Blackberry 8800 supports EDGE and quad-band GSM/GPRS networks with reasonable data speed. For moderate to extensive browsing needs, the handset performs reasonably well. Regarding email, if using the Blackberry web services, the phone supports as much as ten corporate and personal e-mail accounts, the setup being one of the easiest one could find in any of the smart phones on earth. Attachment support is excellent – users can view Word, PDF, Excel, and JPEG files – even though there are no way you could edit the office documents. Using the Desktop Manager, the Blackberry user could synchronize the memos, calendar, tasks, and contacts with the relevant organizer tools such that every relevant piece of info will be updated in the required applications simultaneously.

Like all other phones in its category, the Blackberry 8800 also offers an assortment of multimedia features that include music and video, ring tones, and images. The Media Manager utility can be used to import photos, and videos into the device, even though, as mentioned already, one may not be able to take pictures or record videos using 8800 as it lacks a camera. The media player supports the file types – MP3, AAC, and WMA music files, as well as WMV video and MPEG-4 files. DRM support however is absent.

Other voice features include voice-cancellation for better audio performance, VAD – Voice Activated Dialing – with Speaker Independent Voice Recognition, call forwarding, conference calls, and smart dialing, a high quality low-distortion speakerphone, and dedicated ‘mute’, ‘send’, and ‘end’ keys.

Finally, the pricing, the Blackberry 8800 carries a price tag – £299 – that falls in between Blackberry Pearl and the Cingular 8525 (£399). Given its features, however, this is a quite reasonable price (Its competitors also carries a similar price tag).