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OUTDOOR DAS:
A GROWTH BUSINESS IN MOBILE INFRASTRUCTURE

TABLE OF CONTENTS

1:  EXECUTIVE SUMMARY................................................................. 2

2:     MARKET OVERVIEW................................................................. 4

Ecosystem........................................................................................... 4

Installed Base....................................................................................... 4

Pricing and Competition....................................................................... 5

Market Shares...................................................................................... 6

CDMA vs. GSM/WCDMA..................................................................... 9

3:  TECHNOLOGY OVERVIEW.......................................................... 10

Key Technical Factors..........................................................................11

Throughput/Capacity Benefit.................................................................12

Digital Signals over Fiber.......................................................................13

4:     REGULATORY CONSIDERATIONS.............................................14

5:  EQUIPMENT OUTLOOK..................................................................15

Global Revenue trend.............................................................................15

Shift to Digital Signals over Fiber............................................................15

Pricing Trends.........................................................................................18

Regional Outlook..................................................................................... 18

CDMA, GSM/WCDMA, and LTE............................................................. 19

Power Levels........................................................................................... 20

6:  COMPANY PROFILES....................................................................... 21

ADC Telecommunications:......................................................................21

American Tower Corporation:..................................................................21

Andrew/Commscope:............................................................................. 21

Bravo Tech Inc.:...................................................................................... 21

Crown Castle:..........................................................................................22

DeltaNode Solutions AB:..........................................................................22

Extenet Systems:.................................................................................... 22

NextG Networks:......................................................................................22

NewPath Networks:.................................................................................23

Powerwave Technologies:......................................................................23

7:  ACRONYMS.......................................................................................24

8:  METHODOLOGY...............................................................................25

EXHIBITS

Exhibit 1: Remote Radio Head Equipment Revenue.

Exhibit 2: Outdoor DAS Ecosystem.

Exhibit 3:  Installed base of outdoor DAS nodes

Exhibit 4:  Outdoor DAS equipment market shares

Exhibit 5:  Outdoor DAS integrators, installed base.

Exhibit 6:  NextG deployment trend.

Exhibit 7:  North American network operators, “direct” installed base.

Exhibit 8:  Outdoor DAS installed base, by air interface standard.

Exhibit 9: Service quality in a typical macrocell deployment

Exhibit 10: Service quality in an Outdoor DAS deployment

Exhibit 11: Data throughput for W-CDMA in a GSM cell site.

Exhibit 12:  Global revenue for Outdoor DAS equipment

Exhibit 13:  Shipment trend toward I/Q based RRH systems

Exhibit 14:  Revenue trend toward I/Q based RRH systems

Exhibit 15:  ASP for outdoor DAS node equipment (node and hub interface)

Exhibit 16:  Regional trends in Outdoor DAS equipment

Exhibit 17:  Outdoor DAS equipment revenue, by air interface standard.

Exhibit 18:  Outdoor DAS equipment revenue, by power level