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Tech Hardware Supply Chain - Gazhoo

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Bhavin Shah<br />

(852) 2800-8538<br />

bhavin.a.shah@jpmorgan.com<br />

Asia Pacific Equity Research<br />

20 April 2009<br />

configured for characteristics such as security and quality of service. Data routing<br />

decisions can take into consideration congestion and other factors and route around<br />

busy access points.<br />

The 802.11s task group was formed in July 2004 to define a standard, according to<br />

which wireless devices could form a dynamic wireless-mesh network. A wirelessmesh<br />

network could then be used to connect all the wireless devices within the<br />

network to provide data-transport services.<br />

There were two major industry groups with proposals for 802.11s. One was called<br />

the WiMesh Alliance (WiMA), composed of Accton, Nortel, NextHop, InterDigital,<br />

Mitre, Thomson, Philips and more. Another group, SEEMesh (Simple, Efficient and<br />

Extensible mesh) included Intel, Firetide, Nokia, Motorola, NTT DoCoMo and<br />

Texas Instruments. In March 2006, the two groups resolved their differences and<br />

moved forward with a joint proposal that should be voted in as the draft standard for<br />

802.11s, the IEEE mesh networking standard.<br />

802.11s is still in its early days. In June 2008 the 802.11s draft 2.0 had failed<br />

clearance as it received only 61% approval (75% approval required for clearance).<br />

Although a final standard is not yet out, three major functions have been defined:<br />

• Mesh point—capable of detecting neighboring nodes, establishing links and<br />

relaying traffic;<br />

• Mesh access point (AP)—the capability to receive and process local station<br />

traffic; and<br />

• Mesh portal—a mesh point that sits between a wireless-mesh network and an<br />

outside network, with some defined border functionality.<br />

The 802.11s, which will be entering a mesh market, has already been developed.<br />

Hence, companies have begun positioning themselves for the upgrade. Motorola is<br />

using MeshConnex networking technology in products such as MR 6300 mesh<br />

wireless router, Intelligent Access Point IAP 6300, Portable Wireless Router PWR<br />

6300 etc.<br />

As the mesh network uses the same standard as Wi-Fi, laptop computers or other<br />

handheld devices do not require new hardware or software to access the network.<br />

Also the network can be deployed in a wide area to provide mobile broadband as<br />

users can hop from one AP to another. Whether mesh connected or using wired<br />

backhaul, Wi-Fi networks provide a complimentary network to the wider area 3G<br />

and WiMAX networks already deployed–allowing carriers to offload data traffic in<br />

higher density areas while providing a better user experience.<br />

69

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