WLAN: Wireless Data's Silver Bullet

Table Of Contents

I. EXECUTIVE OVERVIEW

• A. Market Dynamics
  
• B. Equipment Markets
  
• C. New Markets
  
• D. Chip Sets
  
• E. Report Abstract
  
  • 1. Overall WLAN Summary
    
  • 2. The Business Wi-Fi Market Summary
    
  • 3. The Home/SOHO Wi-Fi Market Summary
    

II. MARKET & TECHNOLOGY CHALLENGES

• A. Market Challenges for 802.
  
  • 1. Interoperability
    
  • 2. Dependence on Internet Backhaul for Public WLAN
    
  • 3. Security
    
  • 4. Limited Deployment of Hot Spots
    
  • 5. Roaming
    
  • 6. Adding Voice on Wi-Fi
    
  • 7. Business Models.
    
  • 8. 2.4 GHz 802.11 WLAN and Bluetooth Interference
    
• B. Technology
  

III. WLAN HISTORY & LATEST STANDARDS

• A. History of 802.11 Standard Developments
  
• B. 802.11b Benefits: Greater distance, Global usage, Low Power
  
• C. 802.11a Benefits: reduced interference, faster throughput
  
• D. 802.11g Benefits: +50% better distance-throughput, plus 802.11b
  
  • 1. Media Throughput from 802.11g versus 802.11a
    
  • 2. Indoor Propagation and IP Mitigation Issues
    
• E. 802.11ab Multiband Hybrids
  
• F. IEEE 802.11 Standard Extensions
  
  • 1. Task Group c, (TGc), IEEE802.11c Bridging
    
  • 2. Task Group d, TGd), IEEE802.11d Supplementary MAC
    
  • 3. Task Group e (TGe), IEEE802.11e Quality of Service
    
  • 4. Task Group f (TGf), IEEE802.11f Inter Access Point Protocol
    
  • 5. Task Group h (TGh), IEEE802.11h Spectrum Management
    
  • 6. Task Group i (TGi), IEEE802.11i Security
    
  • 7. 802.1x on 802.11x Wireless LAN Draft Standard
    
  • 8. WECA Wi-Fi Protected Access Standard (WPA)
    
  • 9. Wi-Fi Alliance IEEE 802.11a Interoperability Compliance Testing
    
  • 10. Wireless 1394 Adaptation Layer Development
    
  • 11. High-Definition Multimedia Interface (HDMI) Group
    
• G. WLAN Security
  
  • 1. Basic Security Method 1: ESS-ID
    
  • 2. Basic Security Method 2: MAC address filtering
    
  • 3. Basic Security Method 3: WEP coded transmission function
    
  • 4. Security In Progress
    
  • 5. 802.1x User Recognition
    
  • 6. WEP2, TKIP, and AES Coding Technology
    
• H. Regulatory WLAN Usage Issues
  
  • 1. 2.4 GHz Satellite Radio Broadcast Interference Issues
    
  • 2. Restricted Usage of 5 GHz WLAN Indoors
    
  • 3. European 5GHz WLAN Approval
    
  • 4. Japanese 5GHz WLAN Approval
    
  • 5. Differences between Wi-Fi, HiperLAN2 & Bluetooth
    

IV. TARGET MARKETS

• A. Business Travelers
  
• B. Enterprise and SOHO Market
  
• C. College Campuses and Schools.
  
• D. Point of Sale Retail
  
• E. Hospitals
  
• F. International Users.
  
• G. Rural & Suburban America
  
• H. Outdoor Bridging
  
• I. Wireless Public Access Service and Wireless ISPs
  
  • 1. Hotels
    
  • 2. Airports
    
  • 3. Coffee Shops
    
• J. Size of Public WLAN Market Today and Beyond
  
  • 1. The Size and Growth of the WW Public WLAN Market 2001-200
    
  • 2. Leading WW Public WLAN Service Providers
    
  • 3. HiperLAN2 Global Forum and 3G Interoperation Group
    
  • 4. Pricing of Wi-Fi versus 2.5G GPRS Services
    

V. PRESENT WLAN MARKET & VENDOR RANKINGS

• A. Near Term Growth
  
• B. Home Networking Market Segment
  
  • 1. Consumer NIC Vendor Market Share Analysis
    
  • 2. Consumer BBRG Vendor Market Share Analysis
    
  • 3. Consumer Overall Market Share Analysis
    
• C. Enterprise Market Segment
  
  • 1. Enterprise Sales and Shipments by Equipment Type
    
  • 2. Enterprise Sales and Shipments by Technology Type
    
  • 3. Enterprise Branded AP/Bridge Vendor Share Analysis
    
  • 4. 802.11a and Hybrid Vendor Shares
    
  • 5. Branded NIC Vendor Share Analysis
    
  • 6. Notebook PC OEM Vendor Share Analysis
    
• D. Overall Equipment Vendor Market Share Analysis 2001 & 200
  
• E. Total Chip Vendor Share Analysis
  
  • 1. Vendor Market Share Analysis for Chip Sales
    
  • 2. Chip Sales by 802.11 Technology
    
• F. Geographic Breakdown of Wi-Fi Shipments
  
• G. 802.11 Sales and Shipment Detail 2001 to 1H/02-2H/0
  
• H. Consumer/Business Sales and Shipment Detail 2001- 1H/02-2H/0
  

VI. PROJECTIONS OF FUTURE WLAN MARKETS

• A. Wi-Fi Equipment Market Forecast Detail
  
  • 1. Home Client /BBRG Usage Vs BB Net Usage 2001-2006
    
  • 2. Enterprise Client/AP Growth vs. Business Growth 2001-2006
    
  • 3. Enterprise Consumer Growth Comparison from 2001-2006
    
• B. Wireless LAN Chip Forecast
  
• C. Embedded WLAN IP Forecast
  
• D. WLAN Equipment Penetration Assumptions 2002-2006
  

VII. WLAN MARKET DYNAMICS & TRENDS

• A. Wired LAN Technology Trends
  
• B. Network Speed Comparisons vs. WLAN
  
• C. PDA & Cellphone Wireless Trends
  
• D. Voice-Over 802.11b WLAN for Enterprise Market
  
  • 1. Symbol Technologies
    
  • 2. Spectralink
    
  • 3. Intermec Technology
    
  • 4. Toshiba America Information Systems
    
  • 5. Global IP Sound
    
  • 6. BroadSoft
    
  • 7. Vocera Communications Inc.
    
  • 8. TelSym Inc.
    
• E. Access Point Market
  
  • 1. 802.11x
    
  • 2. Wireless VPNs
    
• F. Public Hot Spot Market
  
• G. WLAN Network Interface Card Market Trends
  
  • 1. Notebook Embedded PC Market
    
  • 2. Min-PCI WLAN Pricing
    
  • 3. WLAN Card Market by Form Factor
    
  • 4. Secure Digital Card I/O (SDIO) for Handheld Market
    
  • 5. PDA WLAN Card Pricing
    
  • 6. The Embedded Module Market Movement
    
• H. Desktop and Notebook PC Market
  
• I. Wireless Screen Tablet PCs
  
• J. WLAN Broadband Router Gateway
  
  • 1. 2Wire, 100W 802.11b Wireless Residential Gateway
    
  • 2. 3Com, HomeConnect 802.11b Wireless Gateway
    
  • 3. Actiontec, Wireless Ready 802.11b, Cable/DSL Router
    
  • 4. Apple, 802.11b AirPort Base Station for MAC users
    
  • 5. Asanté, FriendlyNet 802.11b Wireless Router with MAC Print Server
    
  • 6. Belkin, 802.11b Cable/DSL Router Gateway with 3-port Switch
    
  • 7. Buffalo, 802.11b AirStation Access Point with 4-Port Router
    
  • 8. Colubris Networks, 802.11b WLAN Router CN100 and CN10
    
  • 9. Compaq Computer
    
  • 10. D-Link, Wireless Print Server, 802.11b+Wireless Broadband Router
    
  • 11. Intel Wireless 802.11b Ethernet Access Point
    
  • 12. Linksys Broadband 802.11b Router 3-port Switch and Print Server
    
  • 13. Netgear, 802.11b Broadband Router Gateway with 4 port Switch
    
  • 14. Nexland
    
  • 15. Proxim-ORiNOCO, RG-1100 BB GW + 802.11b Wireless AP
    
  • 16. Siemens, 802.11b Broadband Router with 4-port Print Server
    
  • 17. Proxim-Farallon, NetLine 802.11b Broadband Gateway
    
  • 18. SMC Networks, 802.11b+ Broadband 3-port Router w/ Printer Server.
    
  • 19. Trendware- 802.11b+ 22 Mbps 4-port AP/Router with 4-port switch
    
  • 20. US Robotics, Wireless 802.11b+ Cable/DSL Router
    
• K. Home Media Network Market
  
  • 1. Wireless Set-top Box Media Gateways
    
  • 2. Consumer TV & Audio-Video Client Appliance Market
    
  • 3. The Digeo Moxi Media Server
    
  • 4. The TiVo Program Video Recorder
    
  • 5. SonicBlue Replay TV
    
  • 6. Microsoft's HomeStation
    
  • 7. Philips/Pace 802.11b Home Video Distribution Center
    
• L. Media Center PC Market
  

VIII. PROFILES OF BRAND WLAN EQUIPMENT VENDORS

• A. 3Com
  
• B. Actiontec Electronics
  
• C. Agere Systems
  
• D. Apple
  
• E. Alvarion
  
• F. Avaya
  
• G. Buffalo Technology/Melco
  
• H. Cisco Systems
  
• I. Enterasys Networks
  
• J. Ericsson
  
• K. Intel
  
• L. Intermec Technologies
  
• M. Lake Communications
  
• N. Linksys
  
• O. Netgear
  
• P. Nexland, Inc
  
• Q. Nokia
  
• R. Nortel
  
• S. Proxim
  
• T. SOHOware
  
• U. Sony
  
• V. SMC
  
• W. Spectralink
  
• X. Symbol Technologies
  
• Y. US Robotics
  
• Z. Zoom Telephonics
  

IX. TAIWAN ODMs & VENDOR STRATEGIES

• A. Abocom
  
• B. Accton-SMC
  
• C. Ambit
  
• D. BroMax-CyberTan
  
• E. Delta Network
  
• F. D-Link
  
• G. Global Sun
  
• H. Gemtek
  
• I. Z-Com
  

X. PROFILES OF WLAN CHIP VENDORS

• A. Agere Systems
  
• B. Atheros Communications
  
• C. Atmel
  
• D. Bermai
  
• E. Broadcom
  
• F. Cirrus Logic
  
• G. Cisco Systems
  
• H. Conexant Systems
  
• I. Envara
  
• J. GT Semiconductor
  
• K. IceFyre Semiconductor
  
• L. Infineon Technologies
  
• M. IMEC
  
• N. Intel
  
• O. Intersil
  
• P. Ittiam Systems
  
• Q. Magis Networks
  
• R. Maxim
  
• S. Marvell
  
• T. Mobilian
  
• U. NewLogic Technologies
  
• V. ParkerVision
  
• W. Philips Semiconductor
  
• X. Qualcomm
  
• Y. Resonext
  
• Z. RF Micro Devices
  
• AA. RF Solutions & Ellipsis Digital Systems
  
• BB. Spirea
  
• CC. Synad Technologies
  
• DD. Systemonic
  
• EE. Texas Instruments
  
• FF. Toshiba America Electronics Components
  
• GG. Emerging Players
  

XI. TAIWAN WLAN CHIP SET VENDORS

• A. ADMtek
  
• B. ASIX Electronics
  
• C. Realtek Semiconductor
  
• D. ZyDAS
  
  

XII. APPENDIX

• A. WLAN ACRONYMS & ABBREVIATIONS
  
• B. INDEX
  

Figures

• Fig. 1 Typical WLAN Configuration
  
• Fig. 2 2002 WLAN Revenue by Equipment Category
  
• Fig. 3 WLAN Equipment Sales Forecast 2002-2006
  
• Fig. 4 Market Forecast From 2003-2006
  
• Fig. 5 Total Chip Set Shipments by Technology in 2002
  
• Fig. 6 802.11 Shipment Forecast Summary 2001-2005
  
• Fig. 7 IEEE 802.1x Communications Link
  
• Fig. 8 Comparison of Process Technologies For WLAN
  
• Fig. 9 802.11 5 GHz Frequency Band Assignments Worldwide
  
• Fig. 10 1500 Byte UDP Throughput Comparison of 802.11a vs. 802.1b
  
• Fig. 11 Range Throughput Comparison of 802.11a vs. 802.11g
  
• Fig. 12 Indoor Propagation Delays in The Home
  
• Fig. 13 Range vs. Throughput Comparisons of 802.11abg Chip Sets
  
• Fig. 14 802.11 Standards Structure For Extensions
  
• Fig. 15 Public WLAN Network Service Revenue by Venue
  
• Fig. 16 Public Hotspot Site and Subscriber Growth 2002 -2006
  
• Fig. 17 Global Public Hotspot Site Growth 2001-2002 by Company
  
• Fig. 18 Telia GPRS WAN vs. 802.11b Usage Cost
  
• Fig. 19 Global GPRS WAN vs. Wi-Fi Usage Cost
  
• Fig. 20 2002 Enterprise vs. Consumer Sales Percentage
  
• Fig. 21 2002 H/W Shipment Categories by Percentage
  
• Fig. 22 Enterprise vs. Consumer Equipment Growth 2001-2002
  
• Fig. 23 WLAN H/W Revenue by WLAN Technology 2001-2002
  
• Fig. 24 Shipment Growth 802.11b vs. 802.11a From 2001-2002
  
• Fig. 25 WLAN Shipment Growth by Equipment Type 2001-2002
  
• Fig. 26 WLAN Total Sales Growth by Equipment Type 2001-2002
  
• Fig. 27 Consumer WLAN Sales Growth 2001-2002
  
• Fig. 28 NIC/BBRG/AP Consumer Shipment Growth 2001-2002
  
• Fig. 29 NIC/BBRG Consumer Sales Growth 2001-2002
  
• Fig. 30 2002 Consumer NIC Vendor Sales Share
  
• Fig. 31 Consumer BBRG/AP Vendor Sales Share 2002
  
• Fig. 32 Overall Market Vendor Share Sales in 2002
  
• Fig. 33 Overall Market Vendor Share Sales in 2001
  
• Fig. 34 Comparisons of Enterprise vs. Consumer Sales 2001-2002
  
• Fig. 35 Enterprise Sales Growth From 2001 -2002
  
• Fig. 36 NIC/AP Sale Summaries For 2001-2002
  
• Fig. 37 NIC/AP Enterprise Shipments Summary 2001-2002
  
• Fig. 38 802.11b NIC/AP Enterprise Shipment Growth 2001-2002
  
• Fig. 39 802.11a NIC/AP Enterprise Sales Growth 2001-2002
  
• Fig. 40 2002 Enterprise Ap/Bridge by Vendor Sales in 2002
  
• Fig. 41 Enterprise AP/Bridge Vendor Share Sales For 2001
  
• Fig. 42 NIC Vendor Sales Share 2H/02
  
• Fig. 43 802.11a AP Vendor Sales Share 2H/02
  
• Fig. 44 Overall 802.11a Vendor Sales Share 2H/02
  
• Fig. 45 Overall 802.11a Vendor Shipment Share 2H/02
  
• Fig. 46 2002 Branded NIC Vendor Sales Share
  
• Fig. 47 2001 All NIC Vendor Sales Share
  
• Fig. 48 2002 Consumer NIC Vendor Sales Share
  
• Fig. 49 2002 Vendor Share of Shipments
  
• Fig. 50 Vendor Shares of PC OEM NIC Sales in 2002
  
• Fig. 51 Vendor Shares of PC OEM NIC Shipments in 2002
  
• Fig. 52 Total Vendor Market Share 2002 Sales
  
• Fig. 53 Total 2002 Vendor Share 2002 Shipments
  
• Fig. 54 2002 Chip Vendor Share in Sales
  
• Fig. 55 2002 Chip Vendor Share in Shipments
  
• Fig. 56 Chip Sales by 802.11 Technology Type
  
• Fig. 57 WLAN 2002 Global Market (Consumption)
  
• Fig. 58 Total Sales by Equipment Category 2002-2006
  
• Fig. 59 Shipment Forecast 802.11 NIC/AP and Embedded
  
• Fig. 60 Breakout Forecast of Equipment Sales 2002-2006
  
• Fig. 61 Enterprise/Consumer Infrastructure Percent 2002-2006
  
• Fig. 62 Enterprise/Consumer Clients Percent 2002-2006
  
• Fig. 63 Shipment Forecast Summary 2001-2005
  
• Fig. 64 LAN/WLAN Market Share For 2001 Volume
  
• Fig. 65 Comparisons of Wireless Data Transmission Speeds
  
• Fig. 66 Growth of Smartphones & Handheld Computing
  
• Fig. 67 WLAN Smartphones, WLAN Pdas & WLAN Phone Growth 2001-2006
  
• Fig. 68 Growth of 2.5G Cellular Data Phones
  
• Fig. 69 Corporate Voice WLAN Network Supporting Voice
  
• Fig. 70 Comparison of LAN Infrastructures
  
• Fig. 71 The Evolution of WLAN Cards and Form Factors
  
• Fig. 72 Client NIC Card Percentages For 2002
  
• Fig. 73 SDIO Module Forecast of Shipments From 2003 To 2007
  
• Fig. 74 Global Desktop, Notebook, & PDA Unit Growth-2002-2006
  
• Fig. 75 WLAN Desktop, Notebook & Thin Client Growth 2002-2006
  
• Fig. 76 Penetration of Wireless Tablet PCs 2002-2006
  
• Fig. 77 Global DSL Subscriber Penetration by Major Region
  
• Fig. 78 Worldwide DSL Subscriber Growth by Major Region
  
• Fig. 79 Global DSL and Cable Modem Subscriber 2001-2006
  
• Fig. 80 Global Wireless BB Router-Gateway Shipments 2001-2006
  
• Fig. 81 WW Cable Telephony Subscriber Growth 2001-2006
  
• Fig. 82 WW Wireless Set-Top Box Growth 2001-2006
  
• Fig. 83 Wireless Set-Top Box Growth From 2003 To 2006
  
• Fig. 84 Global WLAN Media Client Equipment Growth 2001-2006
  
• Fig. 85 WLAN Silicon Suppliers-Current and Pending
  
• Fig. 86 Typical 802.11b WLAN NIC Components
  
  

Tables

• Table 1 WLAN Protocol Standard Distance Versus Speed Comparison
  
• Table 2 The Four Stages of WLAN Security
  
• Table 3 Overview of 802.11b/a/g Technology
  
• Table 4 Permutations of 802.11x and Approval Status
  
• Table 5 Mandatory Transmission Speeds of Different 802.11 Standards
  
• Table 6 802.11a Versus 802.11b Throughput Comparison
  
• Table 7 Media Transmission vs. 802.11 WLAN Throughput
  
• Table 8 Allocation of 5ghz Bandwidth by Major Region
  
• Table 9 Bluetooth and Other WLAN Alternatives
  
• Table 10 Comparisons of 2.5G/3G vs. Wi-Fi Service Cost
  
• Table 11 802.11 Sales Detail From 1H/02- 2H/02
  
• Table 12 Consumer/Enterprise Sales-Shipment Detail 1H/02-2H/02
  
• Table 13 Equipment Sales & Shipments Summary 2001 -2006
  
• Table 14 Enterprise vs. Consumer Sales From 2002-2006
  
• Table 15 Individual vs. Business Users of WLAN 2002-2006
  
• Table 16 Equipment Sales and Shipments Detail 2001 –2006
  
• Table 17 BBRG Percent of Broadband Net Users-2001-2006
  
• Table 18 Business Client/AP Expansion Ratios From 2001-2006
  
• Table 19 WLAN Total Chip Set Forecast Through 2006
  
• Table 20 WLAN Chip Set Forecast by Type 2002-2006
  
• Table 21 Embedded WLAN IP Forecast: 2002-2006
  
• Table 22 Mobile WLAN NIC Card Values 2002-2006
  
• Table 23 WLAN Consumer Equipment Shipment Forecast From 2002-2006
  
• Table 24 WLAN Equipment Penetration Model From 2002-2006
  
• Table 25 Major Notebook PCs With Integrated 802.11b WLAN Card
  
• Table 26 Changes of Client NIC Cards by Type 4Q/01-2Q/02
  
• Table 27 SOHO 802.11b Router Gateway Comparison
  
• Table 28 Taiwanese NIC & Basestation Shipment Forecast
  
• Table 29 Big 6 Taiwan WLAN Suppliers
  
• Table 30 Component offerings of 802.11 Chip Suppliers
  

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