This report focuses on the expanding category of products which contain a mobile data module, but which are not handsets and are not used in a voice-centric capacity. The term we have assigned to these is ‘Mobile Internet Peripherals and Devices’ which encompass products such as laptops, UMPCs, PC cards, USB modems, game consoles, eBooks, digital signs, ATMs and host of other M2M applications. Sitting within all these devices is a data module providing a connection to a wide-area network based on one of the three main mobile standards, namely GSM, CDMA or WiMAX.

ARCchart forecasts that unit shipment of these mobile data modules will grow from a base of 10 million in 2007 to 370 million units by 2013, representing a market value of $11 billion. This means that the products which these modules sit inside will constitute more than 30% of all (handset plus non-handset) mobile devices shipped in 2013; up from less than 1% in 2007.

Topics of coverage include:

• Understanding the data module and mobile internet peripherals and devices
• Anatomy of the mobile data module
• Peripheral and device categories: Computing, CPE, Entertainment, Automotive and Financial
• The impact of mobile broadband on the data module market
• Influence of the operator subsidy
• Technology families and their evolution paths: GSM, CDMA and WiMAX
• Intel’s Atom platform and the Mobile Internet Device
• Company profiles of key industry stakeholders
• Market size and value forecast for 2008 – 2013

Companies mentioned, discussed or reviewed include:

Accton Wireless Boradband Amazon ARM AT&T Beceem BT China Mobile China Unicom Clearwire Comcast Commerciant Dell Fifth Media Flextronics Freescale Fujitsu Microelectronics Gizmondo HP Huawei

Icera ICG Infineon Intel InterDigital KDDI Korea Telecom Lenovo Microsoft NexAira Nintendo Nokia Novatel Wireless O2 Option Orange Pace Micro Technology Polymer Vision Qualcomm

Samsung SEQUANS Sierra Wireless SK Telecom Sony Sprint Nextel Stelera Wireless Symstream Telefonica Telstra TI Time Warner T-Mobile Verizon Wireless Virgin Vodafone Wavesat ZTE

Answers and opinions are provided with respect to the following essential questions:

• What are the factors driving the mobile data module market?
• What service revenues do operators stand to generate from these devices?
• How are shipments of mobile data cards expected to grow?
• How will WiMAX drive the market for mobile data modules?
• Which regions will be responsible for the greatest data module shipments?
• Which wireless technologies will dominate the mobile data module market?
• How are Intel and Qualcomm affecting data module ASP?
• How are subscriptions to operator data services (non-handset) forecast to grow?
• What are the entertainment devices being enabled with mobile data connectivity?