The latest trends and prospects in the telecoms equipment market, through analysis
 

 
of the evolution of technologies and demand as well as the players' strategies.

 

 


 

 


 

 


 

 
• Market data: history (1998-2000) and forecasts 2000 to 2005:

 

 


 

 
- by sector: switching, transmission, mobile infrastructures, mobile terminals,
 

 
cable, corporate networks/LANs, data & IP etc.;

 

 


 

 
- by geographical zone: North America, Western Europe, Eastern Europe, Asia-Pacific,
 

 
Latin America, Africa-Middle East;

 

 


 

 


 

 


 

 
• Profiles of the world's top 60 manufacturers:

 

 


 

 
- corporate history, strategic profile, international presence, financial results,
 

 
main contracts…

 

 


 

 
- Summary:

 

 


 

 
- market and technological trends;

 

 


 

 
- analysis of manufacturers' positioning and strategy (ranking of the world's
 

 
top 50).

 

 


 

 


 

 


 

 
• Markets trends in 2001 and forecasts for 2005 by geographical region:

 

 


 

 
- North America: in a context featuring strong growth in the radio equipment (BLR
 

 
and GSM) sector and the initial optical developments on the MAN in 2000, can an
 

 
industrial recession be expected in 2001?

 

 


 

 
- Western and Eastern Europe: first UMTS public contracts and rapid expansion
 

 
of core network optical equipment markets: what are the prospects for mobile equipment
 

 
manufacturers?

 

 


 

 
- Asia-Pacific: rapidly growing GSM and W.CDMA equipment markets in China, fast
 

 
developing undersea cable projects, a high-potential geographical market.

 

 


 

 


 

 


 

 
• Technologies : issues at stake, prospect and forecasts

 

 


 

 
- WDM: importance of the move towards to the MAN, expected growth in the number
 

 
of multiplexed channels and the increases to be planned for in capacities offered
 

 
to operators. What are the potential markets for manufacturers?

 

 


 

 
- ATM: what is the future for ATM-based solutions in the face of core network
 

 
IP/MPLS technologies?

 

 


 

 
- IP: what are the WAN and LAN prospects for IPv6 and SVA/IP? How will "mobile
 

 
Internet" services develop?

 

 


 

 


 

 


 

 
• Strategic positioning of 60 manufacturers

 

 


 

 
What is the strategy to be adopted in the context of a slowdown in growth?

 

 


 

 
What lessons are to be learnt from the latest acquisitions and alliances?

 

 


 

 
Companies with a high medium-term potential and ranking of the world's Top 50
 

 
manufacturers.
 

 

1/ Market and technological trends

• World market trends by geographical region and sector:

• Market data: 1999-2000

• Forecasts for 2001, 2003 and 2005

• Technological forecasting - NEW ! -

• Propitious options in emerging technologies

• Market prospects

• New entrants worth watching

2/ Sectors analysed

• Access equipment: DSL – Wireless local loop – Narrowband – Mobile terminals

• LAN equipment

• Narrowband and broadband switching

• Transmission equipment for WAN: WDM, SDH/SONET, WLL

• Data and IP equipment for WAN: ATM, VoIP, Routers, NAS and servers

• Cable and fibre optics

• Infrastructure equipment for mobile networks: GSM, GPRS, UMTS

3/ Strategic developments among manufacturers

• Strategic positioning

• By market segment

• Market valuation and market shares

• Main acquisitions and external growth moves in last 4 years

• Ranking of the Top 50 manufacturers

• Telecom revenues and growth

• Mobile equipment revenues

• Net income

• Employees

4/ Profiles of 60 major players

• Strategic profile

• Industrial and strategic alliances

• International: sites, activity map

• History: main events

• Acquisitions

• Principal contracts in 2000 and commercial references

• Organisation: senior executives, organisation chart, activities

• Financial results: for years up to first half of 2000

• Operating data: total revenues, telecom revenues, operating result, net income

• Balance sheet: equity capital, fixed assets, current assets

• Financing: operating cash flow, capital investment, R&D

• Employees