2009年06月07日

2009年の米国景気対策法案と3GとWi-Fi:降ってわいたベンダのビジネスチャンス(ABIリサーチ社レポート)

オバマ政権の景気対策法案が、米国ワイヤレス・ブロードバンド市場にとって神風になるというレポートです。各省庁の関連予算とその効果、市場予測等をまとめています。


2009年5月、ABIリサーチ社から出版されました。
スマートグリッドによって、自治体のメッシュ型無線LAN市場が復活しそうだということはWBB最新情報でも紹介していますが、他にも様々な市場でビジネスチャンスがあります。
ばらまきと言われている日本の補正予算も効果があるでしょうか。
 
プレスリリースを紹介します。
購入・お問い合わせはABIリサーチジャパンまで

プレスリリース
(日本語訳)

68億ドルの景気対策法案で大きな利益をこうむる無線通信市場 

米国ニューヨーク、2009年5月26日 
景気対策法案として知られるアメリカ復興・再投資法(The American Recovery and Reinvestment Act)では、2009-2010年の無線通信の新たな導入やアップグレードに、68億ドルという多額の費用が割り当てられている。米国の調査会社ABIリサーチの調査レポート「2009年の米国景気対策法案と3GとWi-Fi:降ってわいたベンダのビジネスチャンス」は、この無線機器ベンダにとってのまたとない大きなビジネスチャンスについて詳細に調査している。

「アメリカ復興・再投資法は、無線サービスプロバイダと衛星サービスプロバイダにとって思いがけないチャンスだ」と副社長のStan Schatt氏は言う。「この法案はWi-Fiと無線ブロードバンドベンダに大きな影響を与える。それだけでなく、医療、教育、国土安全、環境、電気のインフラといったいくつかの垂直業界にとってすぐにプラスとなるだろう。」

医療分野では、無線技術を付加することができる技術の範囲は幅広く、Wi-Fi対応モバイルデバイスとセンサー、保健ネットワークと接続する通信システム、テレプレゼンス、Wi-Fi LAN機器、Wi-Fi対応ビデオ監視システムに及ぶ。

教育ではすでに、Wi-Fiソリューションを最も多く導入している機器ベンダが「どこでも学習する」ためのWLAN、Vo Wi-Fi、WLAN機器、「落ちこぼれをつくらない」ように学習の進捗状況を確認するソフトウェア向けのテンプレートのソリューションなどを開発している。

多くの機関が、通信機器、インフラ機器、セキュリティ機器に資金を費やす可能性があり、米国国土安全保障省や税関・国境警備局は無線ベンダのドル箱といえよう。陸橋やトンネル等といった大規模のインフラ建設のプロジェクトにも、無線ビデオ監視システムを必要とするケースが多い。

「資金を使うチャンスはまだ表面化していない。ほとんどコンクリートと鋼鉄だけのように思われる土木計画でも、実際には無線技術から多くの恩恵を受けている。ベンダは、直接はこの資金の申し込みはできないため、彼らは顧客がこの資金を得ることができるようにあらゆる手を尽くしているし、またそうすべきである」と、Schatt氏は述べている。

ABIリサーチの「2009年の米国景気対策法案と3GとWi-Fi」は、無線ソリューションに最適のARRA資金について連邦局別に調査した、包括的なレポートである。また、製品の格差を埋めるために必要な協力関係のタイプと、ARRAのグリーン資金を利用するビジネスチャンスについて述べている。

このレポートは、「Wi-Fi年間リサーチサービス」の一環である。

(原文)
Wireless Communications Sector Will Reap Huge Benefit from $6.8 Billion Stimulus Bill Funding

NEW YORK - May 26, 2009
The American Recovery and Reinvestment Act (ARRA, also known simply as the Stimulus Bill) will provide funding for a massive $6.8 billion worth of wireless communications upgrades and new deployments over 2009-2010. The Act offers a significant one-off opportunity for wireless equipment vendors, an opportunity that is examined in depth by a new study from ABI Research.

The ARRA represents a windfall for wireless service providers as well as for satellite service providers,” comments vice president Stan Schatt. “It will have an enormous impact on Wi-Fi and wireless broadband vendors. It will also immediately benefit a number of specific vertical industries including healthcare, education, homeland security, the environment, and the nation’s electricity infrastructure.”
In healthcare, the scope for adding wireless to the technology mix encompasses Wi-Fi-enabled mobile devices and sensors, communications systems linking health networks, telepresence, wireless LAN equipment, and Wi-Fi-enabled video surveillance systems.
In education, already a leading adopter of Wi-Fi solutions, equipment vendors are developing templated solutions in such areas as WLANs for “learning anywhere,” voice-over-Wi-Fi, and WLAN equipment and software to track students’ progress for “No Child Left Behind” record keeping.
The Department of Homeland Security and US Customs and Border Protection are potential goldmines for wireless vendors because of the many agencies within them that will use ARRA funds for tactical communications equipment, infrastructure equipment, and security equipment. Even critical infrastructure construction projects such as bridges and tunnels often require wireless video surveillance systems.
In fact, notes Schatt, “Many of the spending opportunities lie ‘under the surface’. A civil engineering project which seems mainly about concrete and steel may actually benefit from a lot of wireless technology. And because vendors can’t apply for funds themselves, they are and should be doing everything in their power to help their customers do so.”
ABI Research’s “The 2009 Federal Stimulus Bill” is a comprehensive report which examines the ARRA funds most appropriate for wireless solutions on a federal department-by-department basis. It discusses the types of partnerships necessary to fill product gaps as well as the opportunities to take advantage of ARRA “green” funding.
It is a component of the firm’s Wi-Fi Research Service.


2009年の米国景気対策法案と3GとWi-Fi:降ってわいたベンダのビジネスチャンス
The 2009 Federal Stimulus Bill
A Windfall for 3G and Wi-Fi for Vendors with a Plan


景気対策法案として知られるアメリカ復興・再投資法(The American Recovery and Reinvestment Act)では、2009-2010年の無線通信の新たな導入やアップグレードに、68億ドルという多額の費用が割り当てられている。米国の調査会社ABIリサーチの調査レポート「2009年の米国景気対策法案と3GとWi-Fi:降ってわいたベンダのビジネスチャンス」は、この無線機器ベンダにとってのまたとない大きなビジネスチャンスについて詳細に調査している。

概要  

The 2009 American Reinvestment and Recovery Act, also known as the “2009 Stimulus Bill” offers enormous opportunity for both wireless communications equipment vendors and WLAN equipment vendors. Funding for rural broadband alone exceeds $7.2 billion. 

This study examines the ARRA funds most appropriate for wireless solutions on a federal department-by-department basis. It discusses the types of partnerships necessary to fill product gaps as well as the opportunities to take advantage of ARRA “green” funding.

What Questions Does This Report Answer? 

  • How well are WiMAX vendors likely to do when it comes to receiving ARRA funds? 
  • What approaches are competitors taking to obtain ARRA funding? 
  • What are the real opportunities and challenges in obtaining smart grid funds? 
  • What partnerships should vendors seek to fill product gaps for ARRA funding? 
  • What percentage of broadband funds are wireless vendors likely to receive? 
  • What priorities are key agencies setting for grant applications? 
  • What total available market (TAM) numbers should wireless and Wi-Fi vendors use in estimating their take of ARRA funding? 
  • Where are the best opportunities for specific types of wireless products? 
  • Why should wireless vendors focus some attention on state construction projects? 
Who Needs This Report? 
  • Stock analysis firms covering wireless industry vendors 
  • Venture capital firms analyzing opportunities for new broadband products such as white space devices 
  • Video surveillance equipment vendors 
  • Video surveillance software vendors with government focus 
  • Wire line switching equipment vendors 
  • Wireless equipment vendors 
  • Wireless LAN equipment vendors 
  • Wireless sensor chipmakers 
  • Wireless service providers 
  • Wireless trade associations 

Table of Contents

Section 1.
Executive Summary 

1.1. Report Scope 
1.2. Report Methodology 
1.3. Broadband Wireless Opportunities 
1.4. Wi-Fi Equipment Opportunities 
1.5. Video Surveillance Revenue 
1.6. Vendor Plans to Gain ARRA Funds 
1.7. Key ARRA Issues 

Section 2.
The American Recovery and Reinvestment Act 

2.1. Report's Scope 
2.2. Report Methodology 
2.3. The American Recovery and Reinvestment Act 
2.4. Goals for the Stimulus Bill 
2.5. The Department of Homeland Security 
2.6. The Federal Emergency Management Agency (FEMA) 
2.7. Department of Agriculture 
2.8. The National Telecommunications & Information Administration (NTIA) 
2.9. Department of Commerce 
2.10. National Science Foundation 
2.11. Department of Energy 
2.12. NASA 
2.13. Department of the Interior 
2.14. Department of Health and Human Services 
2.15. Department of Education 
2.16. Department of Defense 
2.17. Department of State 
2.18. Department of Transportation 
2.19. Department of Transportation 
2.20. The General Services Administration ($5.5 billion) 
2.21. Vendors' Efforts to Benefit from ARRA Funds 

Section 3.
Broadband Opportunity and Challenges 

3.1. The Purpose of Funding Broadband 
3.2. Clarifying the Sources of Funds Available 
3.3. The Rural Broadband Unserved Population 
3.4. How Funds Will Be Used 
3.5. Technology Neutrality 
3.6. Many Constituencies to Satisfy 
3.7. Speculation on How Funds Will Be Distributed 
3.8. Candidates for Rural Broadband Funds 

Section 4.
Recovery Act Technology Issues 

4.1. Minimum Bandwidth Requirements 
4.2. Mapping Broadband 
4.3. Infrastructure Costs 
4.4. Timing Issues for New Broadband Technologies 
4.5. Manufacturing Capability 
4.6. Specialized Wireless Security Equipment 
4.7. Other Specialized Wireless Equipment 
4.8. "Smart Grids" and "Smart" Sensors Create New Opportunities 
4.9. Video Surveillance 

Section 5.
Wireless Technology ARRA Revenue Forecast 

5.1. Methodology 
5.2. Broadband Technology Opportunity Program (BTOP) Funds Allocated by Technology 
5.3. BTOP Revenue by Wireless Technology 
5.4. RUS Fund Allocations by Technology 
5.5. RUS Funds Allocation Forecast by Wireless Technology 
5.6. FEMA Port Security Wi-Fi Infrastructure Revenue Forecast 
5.7. FEMA Transit and Rail Wi-Fi Infrastructure Revenue Forecast 
5.8. Total Transit and Rail Wi-Fi Funding 
5.9. Law Enforcement Tactical Radios 
5.10. Department of Education Forecasted ARRA Wi-Fi Equipment Revenue 
5.11. Video Surveillance Forecasted ARRA Funding 
5.12. Green Buildings, Wireless Technology, and ARRA Funding 
5.13. ARRA Smart Grid Wireless Forecasted Revenue 
5.14. The Utility Smart Electric Meter Market Forecast 
5.15. Smart Meter Technology Forecast 
5.16. Smart Meter Cellular Connections 
5.17. ARRA Smart Grid Wi-Fi Equipment Forecasted Revenue 
5.18. Wi-Fi Equipment ARRA Revenue from Construction & Modernization Projects 
5.19. Total ARRA Wireless Communications Revenue Forecast 
5.20. Total ARRA Wi-Fi Equipment Funding Forecast 

Section 6.
Revenue Opportunities in State-Targeted Funds 

6.1. ARRA State Targeted Funds 
6.2. The State Fiscal Stabilization Fund (SFSF) 
6.3. State Highway Construction Funds 

Section 7.
Vendor and Organization Profiles 

7.1. Airspan 
7.2. Alvarion 
7.3. American Cable Association (http://www.americancable.org) 
7.4. Cisco 
7.5. The CTIA (http://www.ctia.org) 
7.6. Elster Integrated Solutions 
7.7. The FTTH Council (http://www.ftthcouncil.org) 
7.8. GE Energy 
7.9. Genetec 
7.10. GridPoint 
7.11. Google 
7.12. IBM 
7.13. Independent Telephone and Telecommunications Alliance (http://www.itta.us) 
7.14. Innovative Signal Analysis (ISA) 
7.15. Milestone Systems 
7.16. Motorola 
7.17. The National Cable and Telecommunications Association (NCTA) (http://www.ncta.org) 
7.18. Rural Cellular Association (http://www.rca-usa.org) 
7.19. Silver Spring Networks 
7.20. SmartSynch 
7.21. The US Telecom Association (http://www.ustelecom.org) 
7.22. The WiMAX Forum (http://www.wimaxforum.org) 
7.23. The Wireless Communications Association International (http://www.wcia.com) 
7.24. The Wireless Internet Service Providers Association (WISPA) (http://www.wispa.org) 

Section 8.
For Further Research 

Section 9.
Company & Trade Associations List 

Section 10.
Acronyms 

Scope of Study
Sources and Methodology
Notes

Tables

BTOP Fund Allocation by Technology Type, United States, Forecast: 2009 to 2010 
BTOP Fund Allocation by Wireless Technology, United States, Forecast: 2009 to 2010 
RUS Fund Allocation by Technology, United States, Forecast: 2009 to 2010 
RUS Fund Allocation by Wireless Technology, United States, Forecast: 2009 to 2010 
FEMA Port Security Wi-Fi Infrastructure Revenue, United States, Forecast: 2009 to 2010 
FEMA Transit & Rail Security Wi-Fi Infrastructure Revenue, United States, Forecast: 2009 to 2010 
Total ARRA Transit & Rail Security Wi-Fi Infrastructure Revenue, United States, Forecast: 2009 to 2010 
Tactical Law Enforcement Radios ARRA Wireless Communications Revenue, United States, Forecast: 2009 to 2010 
Department of Education ARRA Wi-Fi Equipment Revenue, United States, Forecast: 2009 to 2010 
Video Surveillance ARRA Funding, United States, Forecast: 2009 to 2010 
Wireless Revenue from Green Buildings Initiatives, United States, Forecast: 2009 to 2010 
Wireless Revenue from Smart Grid ARRA Funding, United States, Forecast: 2009 to 2010 
Utility Meter Market by Meter Type with Smart Meter Penetration, North America, Forecast: 2007 to 2014 
Smart Meter Communication Technology Cumulative Shipments by Technology Type, North America, Forecast: 2007 to 2014 
Smart Meter Cellular Connections by Air Standard, North America, Forecast: 2007 to 2014 
Wi-Fi Equipment Revenue from Smart Grid ARRA Funding , United States, Forecast: 2009 to 2010 
Wi-Fi Equipment Revenue from ARRA Construction & Modernization Facility Funding, United States, Forecast: 2009 to 2010 
Total ARRA Wireless Communications Funding, United States, Forecast: 2009 to 2010 
Total ARRA Wi-Fi Equipment Funding, United States, Forecast: 2009 to 2010 
State Fiscal Stabilization Fund Allocation by State, US Department of Education, Forecast: FY 2009 to FY 2011 
Department of Transportation Funds to States, United States, Forecast: 2009 to 2010 
Additional Department of Education ARRA Funding of Interest to Wireless Communications Vendors, United States, Forecast: 2009 to 2010 

Charts

BTOP Fund Allocation by Technology, United States, Forecast: 2009 to 2010 
BTOP Fund Allocation by Wireless Technology, United States, Forecast: 2009 to 2010 
RUS Fund Allocation by Technology, United States, Forecast: 2009 to 2010 
RUS Fund Allocation by Wireless Technology, United States, Forecast: 2009 to 2010 
FEMA Port Security Wi-Fi Infrastructure Revenue, United States, Forecast: 2009 to 2010 
FEMA Transit & Rail Security Wi-Fi Infrastructure Revenue, United States, Forecast: 2009 to 2010 
Total ARRA Transit & Rail Security Wi-Fi Infrastructure Revenue, United States, Forecast: 2009 to 2010 
Tactical Law Enforcement Radios ARRA Wireless Communications Revenue, United States, Forecast: 2009 to 2010 
Department of Education ARRA Wi-Fi Equipment Revenue, United States, Forecast: 2009 to 2010 
Video Surveillance ARRA Funding, United States, Forecast: 2009 to 2010 
Wireless Revenue from Green Buildings Initiatives, United States, Forecast: 2009 to 2010 
Wireless Revenue from Smart Grid ARRA Funding, United States, Forecast: 2009 to 2010 
Smart Electric Meter Shipments, North America, Forecast: 2007 to 2014 
Smart Meter Communication Technology Cumulative Shipments by Technology Type, North America, Forecast: 2007 to 2014 
Smart Meter Cellular Connections by Air Standard, North America, Forecast: 2007 to 2014 
Wi-Fi Equipment Revenue from Smart Grid ARRA Funding , United States, Forecast: 2009 to 2010 
Wi-Fi Equipment Revenue from ARRA Construction & Modernization Facility Funding, United States, Forecast: 2009 to 2010 
Total ARRA Wireless Communications Funding, United States, Forecast: 2009 to 2010 
Total ARRA Wi-Fi Equipment Funding, United States, Forecast: 2009 to 2010




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