engineer,
the report was broken down by carrier, e.g.
In the US - 1999 handset demand for 1999 estimated (assume in ,000)
Sprint 4,325
PrimeCo 1,203
Airtouch 1,185
Bell Mobile 1,126
etc etc
In Korea
SD Telecom 2,972
KT Freetel 3,604
Hansol PCS 2,040
etc etc
In Japan
DDI/IDO 4,740
In SA
etc etc
For capacity, HQ thinks there is capacity for 44.7 million, with Qualcomm and vendors using QCOM chipsets responsible for 35.7 million. The total demand is supposed to be 33,362,000. Therefore, with capacity at 44.7 million, H&Q opines that there may be over capacity problem.
I need to think about these numbers before judging H&Q. May be some one else have a better handle on the numbers off the top of their head.
Ramsey |
