Small Cell Forum MWC 2016 Sponsor Presentation: Mobile Experts

1. Small Cell Status
February 2016
Joe Madden, Principal Analyst

2. About Mobile Experts
 Market Research focused on wireless
 6 Analysts + sales and office staff
 Based in Silicon Valley, Ottawa, NY, London, Denver
 Analysts are 20-year experts in their respective topics
 Deep Technology Analysis coupled to Business Analysis
 Strategic Market Analysis
 Macro Base Stations
 Small Cells/DAS/Wi-Fi
 5G
 RF for Mobile Devices and IoT

3. Small Cell Status Update
FUN FACTS:
 13.3 million Small Cells shipped to date
 $1 Billion in Small Cell Revenue in 2015
 Non-residential shipments constituted 38% of total small cells in
 Non-residential small cells comprised 66% of SC revenue in 2015
 In 2015, Enterprise shipments doubled
 In 2015, Urban shipments grew 280%
OUTLOOK:
 Enterprise Small Cell shipments will grow by 270% this year
 Urban Small Cell shipments will grow by 150% this year
Note: Small Cell Definition now includes low-power RRH units

4. Residential Shipments
-
200,000
400,000
600,000
800,000
1,000,000
1,200,000
Residential
FemtocellShipments

5. Non-Residential Shipments
-
20,000
40,000
60,000
80,000
100,000
120,000
140,000
160,000
Non-ResidentialSmallCellShipments

6. 2015 Small Cell Shipments
N America,
790,460
L America,
124,083
Europe,
1,088,215
China,
264,643
APAC,
566,110
MEA,
282,590
N America,
151,960
L America,
30,683
Europe,
84,215
China,
61,343
APAC,
132,710
MEA, 35,190 Non-Residential Small Cells
All Small Cells

7. Small Cell Shipment Outlook
.0 M
1.0 M
2.0 M
3.0 M
4.0 M
5.0 M
6.0 M
7.0 M
8.0 M
9.0 M
10.0 M
2013 2014 2015 2016 2017 2018 2019 2020
SmallCellShipments
Rural+Remote
Urban
Enterprise
Residential+SOHO
Note: SIGNIFICANT Enterprise growth expected in 2016, driven by true
enterprise customers and by indoor carrier deployments

8. Small Cell Revenue Forecast
$0.0 B
$1.0 B
$2.0 B
$3.0 B
$4.0 B
$5.0 B
$6.0 B
$7.0 B
$8.0 B
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
AnnualSmallCellRevenue
Non-Residential
Residential
Note: Revenue growth is enhanced by increasing ASP for Enterprise small cells

9. Detailed Analysis
 Mobile Experts publishes small cell details:
 Detailed Small Cell breakdowns
 Semiconductors
 Backhaul
 Enterprise Adoption
 Small Cell Cost Models
 5G Radio Architectures

10. 5G
 Expect Tower and Small Cell
deployment from Day One
 New Baseband splits
 Uplink/Downlink splits
 Aggregated Network
 Beamforming and Massive MIMO
 Wafer-scale Integration for antennas
and radios in mm-wave bands
 Military technology will work for 5G

11. Joe Madden
408 540-7284
joe@mobile-experts.net
Joe Madden
+1 408.540.7284
joe@mobile-experts.net