Page

Chapter 1
 

1 Executive Overview                    
     1.1 Semiconductors for Wireless
          1.1.1 Silicon-Germanium Forecast
          1.1.2 Gallium Arsenide Forecast
     1.2 Selected Wireless Data Forecasts
          1.2.1 Bluetooth
          1.2.2 Wireless LANs
          1.2.3 DECT
          1.2.4 Paging and Messaging
          1.2.5 Broadband Fixed Wireless
          1.2.6 The Global Positioning System
          1.2.7 Telematics
     1.3 Methodology

1-1

1-1

1-2

1-3

1-4

1-4

1-5

1-6

1-7

1-8

1-9

1-10

1-11

Chapter 2

2 Bluetooth™ Forecasts and Technology
     2.1 Bluetooth Forecast
          2.1.1 Revenues from Bluetooth Shipments
          2.1.2 Bluetooth Semiconductor Shipments
          2.1.3 Bluetooth Component Costs
          2.1.4 Bluetooth Chipsets by Application
               2.1.4.1 Cellular Telephones
               2.1.4.2 Cordless Telephones
               2.1.4.3 Desktop Computers and Peripherals
               2.1.4.4 Handheld Computers and Organizers
               2.1.4.5 Notebook and Laptop Computers
               2.1.4.6 Bluetooth-Enabled Headsets
               2.1.4.7 Digital Cameras
               2.1.4.8 Entertainment Devices
               2.1.4.9 Hotel Internet Access
               2.1.4.10 LAN Access
               2.1.4.11 Automotive Applications
     2.2 Technical Description for Non-Engineers
          2.2.1 Bluetooth Protocols
          2.2.2 The Bluetooth Packet Format
          2.2.3 The RF Interface
               2.2.3.1 Transmitter Requirements
               2.2.3.2 Receiver Requirements
               2.2.3.3 Antenna Requirements
          2.2.4 Radio Interference
          2.2.5 The Piconet
          2.2.6 Bluetooth Applications
          2.2.7 The IEEE 802.15 Working Group
     2.3 Competing Technologies
          2.3.1 IrDA
          2.3.2 HomeRF
          2.3.3 802.11 Wireless Local Area Networks
          2.3.4 DECT

2-1

2-3

2-4

2-6

2-9

2-10

2-11

2-12

2-13

2-15

2-16

2-17

2-18

2-19

2-20

2-21

2-22

2-23

2-26

2-27

2-28

2-28

2-29

2-30

2-30

2-32

2-34

2-36

2-37

2-37

2-37

2-38

2-38

Chapter 3

3 Bluetooth™ Suppliers
     3.1 3Com
     3.2 Adamya Computing Technologies
     3.3 Agere Systems
     3.4 Agilent Technologies
     3.5 Alcatel Microelectronics
     3.6 Anoto AB
     3.7 ARC International plc
     3.8 AeroComm
     3.9 Atmel/Temic
     3.10 AU-System
     3.11 Axis Communications Group
     3.12 Blue2Space
     3.13 Brain Boxes
     3.14 BrightCom Technologies
     3.15 Broadcom
     3.16 C Technologies
     3.17 Cambridge Silicon Radio
     3.18 Cetecom
     3.19 Chartered Semiconductor Manufacturing
     3.20 Classwave Wireless
     3.21 Computer Access Technology Corporation
     3.22 Conexant Systems
     3.23 connectBlue
     3.24 Crossbow Technology
     3.25 Cypress Semiconductor
     3.26 ELSA
     3.27 Enea OSE Systems
     3.28 Ensure Technologies
     3.29 Ericsson Technology Licensing
     3.30 Extended Systems
     3.31 Global Communication Technology
     3.32 GN Netcom
     3.33 Hitachi
     3.34 Infineon Technologies
     3.35 Intel
     3.36 Intersil
     3.37 IVT Corporation
     3.38 LinkUp Systems
     3.39 LinTech
     3.40 Micro Crystal
     3.41 Microsoft
     3.42 Mobilian Corporation
     3.43 Moteco
     3.44 Motorola/Digianswer
     3.45 MPI Tech
     3.46 NewLogic
     3.47 Nokia
     3.48 Nokian Tyres
     3.49 Oki Electric
     3.50 Palm
     3.51 Parthus Technologies
     3.52 Philips Semiconductors
     3.53 Pocit Labs
     3.54 Rappore Technologies
     3.55 Red-M
     3.56 rfi Mobile Technologies
     3.57 RF Micro Devices
     3.58 Salutation Consortium
     3.59 Silicon Wave
     3.60 Smart Fusion
     3.61 Socket Communications
     3.62 Sphinx Elektronik
     3.63 STMicroelectronics
     3.64 Tality Corporation
     3.65 Tektronix
     3.66 Texas Instruments
     3.67 TDK
     3.68 Toshiba
     3.69 Troy XCD
     3.70 TTP Communications
     3.71 Ubicom
     3.72 Visteon Corporation
     3.73 Widcomm
     3.74 Wipro
     3.75 Zeevo
     3.76 Zucotto Wireless

3-1

3-1

3-1

3-1

3-3

3-3

3-5

3-5

3-5

3-6

3-8

3-8

3-9

3-10

3-10

3-13

3-15

3-15

3-18

3-18

3-18

3-19

3-21

3-22

3-23

3-23

3-24

3-25

3-25

3-26

3-28

3-29

3-29

3-29

3-30

3-32

3-33

3-33

3-34

3-34

3-34

3-35

3-35

3-35

3-35

3-40

3-40

3-41

3-42

3-42

3-42

3-42

3-43

3-46

3-46

3-47

3-48

3-48

3-48

3-49

3-52

3-52

3-52

3-53

3-54

3-54

3-54

3-57

3-58

3-58

3-59

3-61

3-62

3-62

3-63

3-63

3-64

Chapter 4

4 Wireless LANs
     4.1 Wireless LAN Forecast
     4.2 Developing Wireless LAN Standards
          4.2.1 802.11
               4.2.1.1 802.11a
               4.2.1.2 802.11b
               4.2.1.3 802.11e
               4.2.1.4 802.11g
          4.2.2 802.15
          4.2.3 HiperLAN
          4.2.4 HomeRF
          4.2.5 DECT
               4.2.5.1 The DECT Market
               4.2.5.2 DECT Profiles
               4.2.5.3 DECT Applications
               4.2.5.4 Future DECT Applications
     4.3 Wireless-LAN Applications
     4.4 Frequency Hopping versus Direct Sequence RF
     4.5 Infrared Wireless
          4.5.1 Direct IR
          4.5.2 Diffused IR
          4.5.3 The Infrared Data Association
          4.5.4 Infrared Health Concerns
     4.6 Activities of Selected Market Participants
     4.6.1 3Com
     4.6.2 AeroComm
     4.6.3 Aerzone
     4.6.4 Agere Systems
     4.6.5 Alation Systems
     4.6.6 Apple Computer
     4.6.7 Atheros Communications
     4.6.8 BOPS
     4.6.9 Conexant/Philsar
     4.6.10 Direct2Data
     4.6.11 Embedded Wireless Devices, Inc
     4.6.12 Enterasys
     4.6.13 Global Digital Media
     4.6.14 Infineon Technologies
     4.6.15 Intel
     4.6.16 Intersil
     4.6.17 Micro Linear
     4.6.18 MobileStar Network Corporation
     4.6.19 National Semiconductor
     4.6.20 Pace Micro Technology
     4.6.21 Philips Semiconductors
     4.6.22 Proxim
     4.6.23 Radiata
     4.6.24 RF Micro Devices
     4.6.25 ShareWave
     4.6.26 Simple Media
     4.6.27 Sony
     4.6.28 Symbol Technologies
     4.6.29 Systemonic AG
     4.6.30 Texas Instruments
     4.6.31 Time Domain
     4.6.32 Troy SCD

4-1

4-3

4-9

4-9

4-12

4-13

4-14

4-15

4-16

4-17

4-20

4-23

4-28

4-33

4-34

4-34

4-35

4-36

4-37

4-38

4-38

4-39

4-41

4-42

4-42

4-42

4-43

4-43

4-44

4-44

4-44

4-46

4-48

4-48

4-49

4-50

4-50

4-50

4-51

4-52

4-52

4-53

4-53

4-53

4-54

4-54

4-55

4-56

4-56

4-57

4-57

4-57

4-58

4-59

4-60

4-60

Chapter 5

5 Paging and Wireless Messaging
     5.1 Worldwide Paging and Wireless-Messaging Forecast
          5.1.1 Americas' Paging and Wireless-Messaging Subscribers     
          5.1.2 European Paging and Wireless-Messaging Subscribers
          5.1.3 Asian Paging and Wireless-Messaging Subscribers
          5.1.4 Pager-Based Wireless Telemetry
     5.2 Wireless Messaging Technologies
          5.2.1 FLEX
          5.2.2 Instant Messaging
     5.3 Activities of Selected Market Participants
          5.3.1 Arch Wireless
          5.3.2 Glenayre Technologies
          5.3.3 KansaiTeleMessage (R.I.P)
          5.3.4 Motorola
          5.3.5 Research in Motion (RIM)
          5.3.6 SkyTel
          5.3.7 Timex
          5.3.8 WebLink Wireless

5-1

5-2

5-6

5-7

5-8

5-9

5-10

5-11

5-11

5-12

5-12

5-13

5-13

5-14

5-15

5-15

5-15

5-16

Chapter 6

6 Fixed Wireless Broadband
     6.1 The World Market
     6.2 The North American Market
     6.3 The Technology
          6.3.1 Multipoint Distribution Service (MDS)
          6.3.2 Multichannel Multipoint Distribution Service (MMDS)
          6.3.3 Local Multipoint Distribution System (LMDS)
     6.4 Activities of Selected Market Participants
          6.4.1 Adaptive Broadband
          6.4.2 Cirronet
          6.4.3 Cisco Systems
          6.4.4 DMC Stratex Networks
          6.4.5 Motorola
          6.4.6 Nokia
          6.4.7 Radiant Networks
          6.4.8 Sprint
          6.4.9 Teligent
          6.4.10 TeraBeam
          6.4.11 Time Domain
          6.4.12 Winstar

6-1

6-3

6-6

6-9

6-11

6-12

6-13

6-16

6-16

6-16

6-17

6-17

6-17

6-18

6-19

6-19

6-20

6-20

6-20

6-21

Chapter 7

7 The Global Positioning System
     7.1 GPS Forecasts
          7.1.1 Worldwide GPS Equipment Forecast
          7.1.2 GPS Semiconductor Forecast
          7.1.3 Automotive GPS Forecast
          7.1.4 Worldwide GPS Vehicle Tracking Forecast
          7.1.5 Consumer GPS Market
          7.1.6 GPS for Cellular Telephones
     7.2 How GPS Works
     7.3 GPS and Aircraft Navigation
     7.4 Suppliers to the GPS Market
          7.4.1 CellGuide
          7.4.2 Evertrac
          7.4.3 IBM
          7.4.4 Infineon
          7.4.5 Motorola
          7.4.6 Parthus Technologies
          7.4.7 Qualcomm
          7.4.8 SiRF Technology
          7.4.9 STMicroelectronics
          7.4.10 SyChip
          7.4.11 Trimble Navigation

7-1

7-2

7-2

7-3

7-3

7-5

7-6

7-6

7-8

7-11

7-11

7-12

7-12

7-12

7-13

7-13

7-15

7-15

7-16

7-16

7-17

7-19

Chapter 8

8 General Wireless Data Communications
     8.1 TETRA and Tetrapool
     8.2 Satellite Communications Systems
          8.2.1 Types of Satellite Systems
          8.2.2 Satellite System Licensing Requirements
          8.2.3 Forecast for Satellite Broadband Service
     8.3 Activities of Selected Market Participants
          8.3.1 ArrayComm
          8.3.2 AT&T Wireless
          8.3.3 Globalstar
          8.3.4 ICO-Teledesic Global
          8.3.5 Inmarsat
          8.3.6 Iridium Satellite LLC
          8.3.7 Metricom
          8.3.8 ORBCOMM

8-1

8-1

8-2

8-3

8-6

8-8

8-9

8-9

8-9

8-10

8-14

8-18

8-20

8-24

8-25

Chapter 9

9 Telematics and Smart Highways
     9.1 Market Forecasts
     9.2 The Intelligent Transportation System (ITS)
     9.3 Telematics
     9.4 Suppliers to the Telematics Market
          9.4.1 AAA
          9.4.2 Airbiquity
          9.4.3 American Autocast
          9.4.4 Clarion
          9.4.5 Cross Country Automotive Services
          9.4.6 Cue Corporation
          9.4.7 DaimlerChrysler
          9.4.8 General Motors
          9.4.9 Intel
          9.4.10 MegaCar
          9.4.11 Microsoft
          9.4.12 MobileAria
          9.4.13 Motorola
          9.4.14 Nortel Networks
          9.4.15 NEXIQ Technologies
          9.4.16 OnStar
          9.4.17 Progressive Insurance
          9.4.18 Sirus
          9.4.19 Sun Microsystems
          9.4.20 Visteon Corporation
          9.4.21 Wingcast
          9.4.22 XM

9-1

9-2

9-6

9-9

9-12

9-12

9-12

9-13

9-13

9-13

9-14

9-14

9-15

9-15

9-16

9-16

9-17

9-17

9-18

9-18

9-18

9-19

9-20

9-20

9-20

9-20

9-21

Appendix A - Glossary of Communications Terms A

A-1