This one comes from Juniper Research who claim that there will be 24 million subscribers by 2012.
The report discusses how LTE is expected to be the long term successor in mobile broadband as it offers a migration path from existing 3G/HSPA technologies already in place. Juniper Research forecasts that, by 2010, LTE - the next generation of mobile broadband (after HSPA), should be going commercial and high definition could by then be a reality on devices.
However, the report warns that LTE needs to continually evolve to remain competitive in cost and performance versus the other leading mobile data technologies set to be foremost over the next five years. The report predicts that HSPA will dominate mobile broadband network deployments, consistently accounting for about 70% of the total mobile broadband subscriber base until 2012. Mobile WiMAX is also expected to achieve single digit proportion of the subscriber base by 2012.
Report author, Howard Wilcox says, "We expect 3GLTE to begin to achieve significant market traction towards the 2011 to 2012 timeframe. By 2012, for example, we forecast that 3GLTE will represent around 24 million subscribers globally. As the GSM Association has said recently, it is a natural follow-on from HSPA and will benefit from the extensive installed base of HSPA worldwide. Western Europe will account for over half of LTE subscribers in 2012."
This should not come as a surprise in case LTE is launched by 2010 but i doubt that. At present not all operators have moved on to HSDPA even though the technology has been stable for over a year now. Then there are few operators who have moved on HSUPA. I know there are still some outstanding problems with HSUPA but overall its quite stable (except FDPCH probably)
Once these are rolled out, operators are going to go on HSPA+ which is the real evolution as it still uses WCDMA base. Why would operators want to abandon the tried and tested technology for something new unless there is no other option.
So my guess would be that these stats will be true but 2 years later than predicted. LTE will start seeing mass rollouts by 2012 (just in time for London Olympics) and by 2014 there will be 24-25 million subscribers.
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