Broadcasting And Mobile Towers - Analysys Mason

Drivers of demand for sites • TechnologyThe spectrum bands used for 3G and 4G siteshave different impacts on demand for towers4G (WiMAX/LTE)800MHz 2600MHz (or higher) 2100MHzDeveloped markets• Most European countrieshave undergone digitalswitchover and releaseddigital dividend spectrumDeveloped/emerging markets• Some European countries are notswitching off analogue TV until2015 (e.g. Poland); LTE is likely tobe launched in 2600MHz• Operators in emerging markets(e.g. Africa) are also launchingWiMAX in this or higher bands3G (HSPA)Emerging markets• Operators are stillrolling out 3G networksin emerging markets7• Good propagationcharacteristics meansthere is limited demandfor new towers (colocationon existing ones)• Only a small part of 3G/4G base station coverage expansiontranslates into incremental demand for towers.• However, with 3G/4G sites having smaller radii than 2G sites,there will be need for 3G/4G-only in-fill sites21454-482