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CANADIAN MOBILE
WIRELESS
193 Church Street Toronto, Ontario M5B 1Y7
Fax: (416) 360-7546 e-mail: msone@nbicanada.com
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TABLE OF CONTENTS
| Section | Page |
| About this Report | vi |
| A note on Accuracy | vii |
| 1.0 Executive Summary | 1 |
| 1.1 Service Delivery | 1 |
| 1.2 Challenges | 2 |
| 1.3 Metrics | 3 |
| 2.0 Voice-Data Convergence – Finally! | 8 |
| 3.0 Voice Overview | 12 |
| 4.0 Some Key Issues and Points of Interest | 17 |
| 5.0 Service Providers | 20 |
| 5.1 The Bell Wireless Alliance | 20 |
| 5.1.1 Bell Mobility | 20 |
| 5.1.2 Aliant Mobility | 28 |
| 5.1.3 MTS Mobility | 35 |
| 5.1.4 SaskTel Mobility | 41 |
| 5.2 Microcell | 45 |
| 5.3 Rogers AT&T Wireless | 54 |
| 5.4 TELUS Mobility | 69 |
| 6.0 Distribution | 80 |
| 7.0 Resale and Resellers | 85 |
| 7.1 Microcell Connexions | 86 |
| 8.0 Data and Messaging Overview | 89 |
| 8.1 First Generation | 96 |
| 8.1.1 Paging | 96 |
| 8.1.2 Data over Cellular | 98 |
| 8.1.3 Packet Radio Networks | 99 |
| 8.2 Second Generation | 101 |
| 8.2.1 Two-Way Paging | 101 |
| 8.2.1.1 Bell Mobility | 101 |
| 8.2.1.2 PageNet of Canada | 102 |
| 8.3 Mobile Browsers and Direct Access | 106 |
| 8.3.1 Bell Mobility | 106 |
| 8.3.2 Aliant Mobility | 108 |
| 8.3.3 MTS Mobility | 109 |
| 8.3.4 TELUS Mobility | 111 |
| 8.3.5 Microcell | 112 |
| 8.3.6 Rogers Wireless | 114 |
| 8.4 SMS | 117 |
| 8.4.1 Bell Mobility | 118 |
| 8.4.2 Aliant and MTS Mobility | 119 |
| 8.4.3 Microcell | 120 |
| 8.4.4 Rogers Wireless | 120 |
| 8.4.5 TELUS Mobility | 121 |
| 9.0 Towards Third Generation – Are We There Yet? | 124 |
| 9.1 Internet over Cellular | 127 |
| 9.2 Bluetooth – Once Bitten…? | 129 |
| 9.3 WAP Update – RIP? | 129 |
| 10.0 Additional Products and Services | 132 |
| 10.1 Handset Rental | 132 |
| 10.2 Telematics | 136 |
| 11.0 Future Technologies | 137 |
| 11.1 Public Wi-Fi | 137 |
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List of Exhibits
| Exhibit | Page | |
| Exhibit 1: | Cellular Subscribers/Net Activations by Service Provider (2001-2006) | 142 |
| Exhibit 2: | Cellular Subscribers, by Service Provider by Province (2001-2006) | 143 |
| Exhibit 3: | Cellular Subscriber % Share, by Service Provider by Province (2001-2006) | 144 |
| Exhibit 4: | Cellular Subscriber % Share, by Service Provider by Region (2001) | 145 |
| Exhibit 5: | Cellular Activations, by Distribution Channel, 2002 | 146 |
| Exhibit 6: | Cellular Subscriber Penetration of Canadian Population (2001-2006) | 146 |
| Exhibit 7: | Cellular Subscribers. by Service Type, by Service Provider (2001-2006) | 147 |
| Exhibit 8: | Cellular Revenue, Minutes of Use & Revenue per Subscriber, by Service Provider (2001-2006) | 148 |
| Exhibit 9: | Cellular Monthly Churn (%) and Cost of Acquisition, by Service Provider (2001-2003) | 149 |
| Exhibit 10: | Capital Expenditures, by Service Provider (2001-2006) | 149 |
| Exhibit 11: | One-way Messaging Subscribers, by Service Provider (2001-2006) | 150 |
| Exhibit 12: | One-Way Messaging Service Revenue, by Service Provider (2001-2006) | 150 |
| Exhibit 13: | Two-Way Messaging Subscribers/Net Subscriber Additions, by Service Provider, (2001-2006) | 151 |
| Exhibit 14: | Data Network & Two-Way Messaging Service Revenue, by Service Provider (2001-2006) | 151 |
| Exhibit 15: | Text and SMS users, by Service Provider (2001-2006) | 152 |
| Exhibit 16: | Text and SMS Messages, by Service Provider (2001-2006) | 152 |
| Exhibit 17: | Text and SMS Revenues, by Service Provider (2001-2006) | 152 |
| Exhibit 18: | Mobile Internet Browser Users, by Service Provider (2001-2006) | 153 |
| Figure | ||
| Figure 1: | Canadian Cellular/PCS Market - Number of Subscribers (1995-2006) | 11 |
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About This Report
| At approximately 150 pages, NBI/Michael
Sone Associates’ Canadian Mobile Wireless Communications Services
Market Report, 2003 Edition continues its tradition as the most
comprehensive study published on this industry. The report examines the cellular, wireless messaging and data markets in Canada, its evolution toward the wireless Internet, the services currently offered and their probable future direction. Of particular importance is the role played by two-way messaging devices and digital cellular handsets in popularizing the increased mobility of Internet access. This phenomenon is examined through a detailed description and discussion of the services and technologies that have made this possible. The first section comprises an Executive Summary that offers the reader a quick study on the market and all the relevant issues and is followed by a discussion on the convergence of voice and data. Next is an overview and detailed profiles of the wireless service providers. Particular emphasis is placed on recent developments in the marketplace and the effects of different airtime plans, pre-paid packages, value-added services, marketing programmes and distribution channels on revenues, subscriber growth, churn, usage patterns, acquisition costs and capital spending programmes. The next section examines the concept of resale and discusses the current players in this market. The second half of the report opens with a section that deals with the various types of first generation mobile data applications, networks and devices along with their relevance to today’s market. The limited success of two-way paging introduces second-generation messaging services and describes the services currently available. This is followed by a review of mobile Internet services that are available now and planned for in the near and more distant future, including sections that offer detailed discussions on SMS and mobile browsers. The final part of the report offers the reader NBI/Michael Sone Associates’ view of the future of the wireless mobile Internet, updates on the relevant technologies and is rounded out with a description of some additional services. Eighteen exhibits illustrate subscriber data by service provider including projections to 2006 for customer and revenue growth, provincial, service type and technology segmentation, penetration rates and distribution. Please watch for our upcoming Canadian Mobile Wireless Communications Equipment Market Report, 2004 Edition.
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