The Mobile Internet Report Key Themes*

Scale Provides Access to Wireless Spectrum –
Key Competitive Advantage in a Capacity-Driven World
Spectrum (radio frequency bands) is necessary for deployment of wireless services and is typically
controlled by a regulatory body (like FCC in the US). Regulatory bodies auction spectrum to public
and usually attach a license term and build requirements.
Low frequency spectrum (700-900MHz) makes for effective long-distance wireless connections.
High-frequency spectrum (1700-1900 MHz) maximizes data throughput over network.
150
Global Wireless Spectrum Holdings by Carriers, 2009
Total Spectrum Holdings (MHz)
120
90
60
30
700 MHz 800-900 MHz 1700-1900 MHz 2100 MHz 2500 MHz
0
Clearwire
NTT docomo
Bouygues
Orange (France)
SFR
Verizon
AT&T
Orange (UK)
T-Mobile (UK)
Vodafone (UK)
Vodafone (Italy)
T-Mobile (Germany)
TIM
O2 (UK)
KPN
O2 (Germany)
KDDI
Vodafone (Germany)
Wind
T-Mobile
Sprint
Softbank
3 (UK)
Cable Co's
3 (Italy)
eMobile
540
Source: Company Reports , UMTSworld.com, MIC (Japan), FCC (USA), Nick Delfas, Simon Flannery, Morgan Stanley Research.