The Technology Score Card
Expanded detail, sorces and explanations here:
Message 16090333
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Worldwide Sub Growth Reaches 843.5 million
Unoficial" Subscriber Growth by Wireless Technology thru June 31, 2001
Technology Subs (Million) % All % Digital 6Mo Adds 6Mo. Growth
GSM 553.9 65.7% 70.6% 98.8M 21.7%
CDMA 96.5 11.5% 12.3% 14.6M 17.8%
TDMA* 80.3 9.5% 10.2% 16.0M 24.9%
PDC 54.2 6.4% 6.9% 3.4M 6.7%
Total Digital 784.9 - 100.0% 125.7M 23.1%
Total Analog 58.6 6.9% - -10.7M -15.4%
Total Subs 843.5 100.0% - 136.4 19.3%
1 Billion sub mark in December?
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Sub Growth in Q2 2001 (3 Months)
GSM net adds = 50.4 million = +10.0% (since Q1 end)
CDMA net adds = 6.1 million = +6.7% (since Q1 end)
TDMA net adds = 4.9 million = +6.5% (since Q1 end)
* GSM growing fastest with CDMA second and TDMA third. This is a trend reversal in favor of CDMA v. TDMA, and GSM v. TDMA if official figures bear it out.
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12 Month Sub Growth
Millions of Subscribers Growth
Technology Jun-00 Sep-00 Dec-00 Mar-01 Jun-00 Net YOY
CDMA 65.9 71.0 80.4 90.4 96.5 30.6 46.4%
TDMA 47.1 53.5 61.0 68.3 76.9 29.8 63.3%
GSM 337.1 361.7 455.1 503.5 553.9 216.6 64.3%
Fastest Growing Technologies
1. GSM added 216.6 million subs for 64.3% YOY growth.
2. TDMA added 29.8 million subs for 63.3% YOY growth.
3. CDMA added 30.6 million subs for 46.4% YOY growth.
Last year at end of Q3 TDMA replaced CDMA as "Fastest Growing technology", and this year GSM moves into the lead for the first time since 1996.
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12 Month Relative Market Share of CDMA & GSM
CDMA Market Share GSM Market Share
% of all % of digital % of all % of digital
Q2 2001 End 11.5% 12.3% 65.7% 70.6%
Q2 2000 End 11.9% 13.9% 56.6% 66.1%
In one year CDMA market share has declined marginally (<.5% of all subs) while GSM market share has increased by 16% (8,9% of all subs). GSM has increased digital market share by 6.9% (4.5% of digital subs) while CDMA has declined marginally.
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Key Ratios
Ratio of GSM subs to CDMA subs 06/30/00 = 5.12:1
Current Ratio of GSM subs to CDMA subs = 5.74:1
Subscriber Net Adds GSM to CDMA for last 12 months = 7.08:1
Subscriber Net Adds GSM to CDMA for Q2 01 = 8.3:1
* GSM is widening this gap and increasing market share
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The above numbers are unofficial. They will be retallyed when UWCC and CDG report audited official numbers.
- Eric -
