The "Official" Technology Score Card
The update.
EMC for GSMA, UWCC, and CDG have now reported results through Q2 so I have recalculated "The Score Card" using GSMA's numbers for GSM, PDC, and Analog, CDG's (very close to EMC's) for CDMA, and UWCC's (5M lower than EMC's) for TDMA.
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Subscriber Growth by Wireless Technology thru June 31, 2001
Technology Subs (Million) % All % Digital
GSM 553.9 66.1% 71.1%
CDMA 96.3 11.5% 12.4%
TDMA 75.0 8.9% 9.6%
PDC 54.2 6.4% 6.9%
Total Digital 779.4 - 100.0%
Total Analog 58.6 6.9% -
Total Subs* 838.0 99.8% -
* Note: EMC has total subs calculated as 843.5 million through June 31, 2001. They were 5M higher than UWCC for TDMA and .2M higher for CDMA through June.
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Sub Growth in Q2 2001 (3 Months)
GSM net adds = 50.4 million = +10.0% (since Q1 end)
TDMA net adds = 6.7 million = +9.8% (since Q1 end)
CDMA net adds = 5.9 million = +6.5% (since Q1 end)
* GSM growing fastest with TDMA second and CDMA third (both actual growth and rate of growth)
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2001 Calendar YTD Sub Growth (6 Months)
GSM net adds = 50.4 million = +21.7% (since 2001 end)
TDMA net adds = 14.0 million = +23.0% (since 2001 end)
CDMA net adds = 15.9 million = +19.8% (since 2001 end)
* TDMA growing fastest with GSM second and CDMA third (rate of growth)
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12 Month Sub Growth
Millions of Subscribers Growth
Technology Jun-00 Sep-00 Dec-00 Mar-01 Jun-01 Net YOY
GSM 337.1 361.7 455.1 503.5 553.9 216.6 64.3%
TDMA 47.1 53.5 61.0 68.3 75.0 29.8 63.3%
CDMA 65.9 71.0 80.4 90.4 96.3 30.4 46.1%
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 30.4 million subs for 46.1% YOY growth.
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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% 12.4% 66.1% 71.1%
Q2 2000 End 11.9% 13.9% 56.6% 66.1%
* In one year CDMA market share has declined marginally (-.4% of all subs and - 1.5% of digital subs) while GSM market share has increased by 17% of all subs (+9.5%) and 8% (+5%) of digital subs.
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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 = 5.75:1
Subscriber Net Adds GSM to CDMA for last 12 months = 7.08:1
Subscriber Net Adds GSM to CDMA for Q2 01 = 8.5:1
* GSM is widening this gap and increasing market share
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CDG Checks In:
No Press release this Quarter. Can't say I blame them.
>> CDMA Surpasses 96 Million Global Subscribers <<
Source: CDG cdg.org
Number of Subs Jun-00 Sep-00 Dec-00 Mar-01 Jun-01
Asian Pacific 33,470,000 33,510,000 35,730,000 39,617,000 39,906,000
North America 23,100,000 26,500,000 28,700,000 33,843,000 37,952,000
Caribbean &
Latin America 8,675,000 10,130,000 14,950,000 15,900,000 17,230,000
Europe, MEA 680,000 862,000 1,060,000 1,043,000 1,225,000
Total 65,925,000 71,002,000 80,440,000 90,403,000 96,313,000
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UWCC Checks In
>> UWCC Announces 73 Million TDMA Subscribers in the Americas
TDMA Continues as the Leading Digital Wireless Technology in the Americas
Bellevue, WA,
September 4, 2001
The Universal Wireless Communications Consortium (UWCC) announced today that worldwide TDMA (Time Division Multiple Access) subscribers grew by over 59% during the past twelve months (comparing Q2 2000 to Q2 2001), reaching just over 75 million subscribers worldwide. In the Americas, where TDMA continues as the most prevalent wireless technology, nearly 73 million subscribers were accounted for by July 1, 2001.
A key catalyst for the overall growth of TDMA is the Latin American region, which added approximately 16 million subscribers from Q2 2000 to Q2 2001, a 77% growth rate over that twelve month time period.
"TDMA operators once again have ratified their major role in Latin America’s ongoing wireless revolution. They have successfully responded to higher levels of competition and more difficult market conditions with innovative rate plans and new services," said Dr. Richard Downes, Director of Latin America and the Caribbean for the UWCC. Downes added, "Aided by TDMA’s proven cost effectiveness, their entrepreneurship is overcoming the region’s historically low teledensity levels - one customer at a time."
Growth in North America, which includes Canada, the United States, and Mexico, increased 47% over the past twelve months, ending the second quarter with more than 36 million TDMA subscribers.
Chris Pearson, Executive Vice President of the UWCC commented, "TDMA’s strength is enhanced by our close alignment to the GSM community and our shared support of GPRS (General Packet Radio Service), EDGE (Enhanced Data rates for Global Evolution) and UMTS (Universal Mobile Telecommunications System) technologies." Pearson added, "The UWCC continues to work toward interoperability and convergence with GSM through the GAIT (GSM ANSI-136 Interoperability Team)/GGRF (GSM Global Roaming Forum) and 3GPP (Third Generation Partnership Project) initiatives."
The UWCC is a Bellevue, Washington-based international consortium of more than 100 wireless carriers and vendors promoting the development, evolution and deployment of seamless global wireless solutions based upon TDMA, EDGE, and WIN technologies and their interoperability and convergence with GSM and UMTS. The UWCC further supports GAIT for the implementation of seamless worldwide communications.
Board Members of the UWCC include: AT&T Wireless Services (USA), BCP SA (Brazil), BellSouth Colombia (Colombia), Cable & Wireless (UK), Cellcom (Israel), Cingular Wireless (USA), Compaq Computers, Ericsson, Industar/KJR, Inc. (USA), Lucent Technologies, Motorola, Movilnet (Venezuela), Nokia Mobile Phones, Rogers AT&T Wireless (Canada), Sony, Telecom Personal (Argentina), and Telefonica Unifon (Argentina). <<
Number of Subs Jun-00 Sep-00 Dec-00 Mar-01 Jun-01
North America 24,600,000 27,300,000 31,000,000 33,600,000 36,000,000
Latin America 20,500,000 24,100,000 28,000,000 32,700,000 37,000,000
Other 2,000,000 2,100,000 2,000,000 2,000,000 2,000,000
Total 47,100,000 53,500,000 61,000,000 68,300,000 75,000,000
- Eric - |
