Skip to main content

GSM Still Growing at the Expense of CDMA

A recent report published by Dell'Oro Group revealed that although GSM was not the largest contributor to the growth of the total mobility infrastructure market during the first quarter of 2008, it grew nearly 10 percent over the year ago quarter.

Driving the growth of the GSM market was the second largest number ever of base station shipments, exceeded only by the previous quarter, and the stabilization of equipment prices.

"For the first time, Asia Pacific represented over half of all GSM revenue," stated Scott Siegler, Analyst of Mobility Infrastructure research at Dell'Oro Group.

"Business in this highly price-sensitive region has resulted in double-digit quarter to quarter price reductions for the previous three quarters. Over these past several quarters, ASP's were pushed downward as vendors sold equipment at exceptionally steep discounts in order to establish and expand their footprint in the region."

This quarter, in contrast, vendors became more selective in the deals they were accepting, balancing the economics of the sale with their gain in market share. "For the first time in four quarters we have seen ASP's begin to stabilize," Siegler continued.

The report also shows that the strong growth in GSM revenue offset the declines in the CDMA market which took a notable plunge during the first quarter.

Popular posts from this blog

Growing Venture Capital in APAC AI Market

Technology is a compelling catalyst for economic growth across the globe.  Artificial intelligence (AI) rides a seismic wave of transformation in the Asia-Pacific (APAC) region — a market bolstered by bold government initiatives, swelling pools of capital, and vibrant tech ambition. The latest IDC analysis sheds light on this dynamic market. Despite a contraction in deal volumes through 2024, total AI venture funding surged to an impressive $15.4 billion — a signal of the region’s resilience and the maturation of its digital-native businesses (DNBs). Asia-Pacific AI Market Development The APAC AI sector’s funding story is not just about headline numbers but also about how and where investments are shifting. Even as the number of deals slowed, the aggregate value of investments climbed, reflecting a preference among investors for fewer but larger, high-potential bets on mature or highly scalable AI enterprises. The information technology sector led the AI investment charge. Top area...