Technology Scorecard
Some slippage in GSM this quarter but still the "Fastest Growing Technology" YOY
For a "dead" technology, TDMA showing remarkable strength.
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Subscribers by Technology (to end of September 2001)
GSM Total Subscribers - 590.3 million
CDMA Total Subscribers - 103.2 million
TDMA Total Subscribers - 82.1 million
AMPS & PDC Subs not yet available so comparative market share can't yet be calculated.
CDMA has clearly outdistanced TDMA (and I assume finally AMPS) as the dominant technology in North America.
CDMA closed the gap slightly with GSM.
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12 Month Sub Growth by Technology
Millions of Subscribers Growth
Technology Sep-00 Dec-00 Mar-01 Jun-00 Sep-00 Net YOY
GSM 361.7 455.1 503.5 553.9 590.3 228.6 63.2%
CDMA 71.0 80.4 90.4 96.3 103.2 32.2 45.4%
TDMA 53.5 61.0 68.3 75.9 82.1 28.6 53.5%
Fastest Growing Technologies
1. GSM added 228.6 million subs for 63.2% YOY growth.
2. TDMA added 28.6 million subs for 53.5% YOY growth.
3. CDMA added 32.2 million subs for 45.4% YOY growth.
Last year at end of Q3 TDMA replaced CDMA as "Fastest Growing technology". Early this year GSM moved into the lead for the first time since 1996.
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Six Month Sub Growth In Q2 + Q3 2001
GSM net adds = 86.8 million = +17.2% (since Q1 end)
TDMA net adds = 13.8 million = +20.2% (since Q1 end)
CDMA net adds = 12.8 million = +14.2% (since Q1 end)
* TDMA growing fastest with GSM second and CDMA third. This is a trend reversal in favor of TDMA v. CDMA and TDMA v. GSM.
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3 Month Sub Growth in Q3 2001
GSM net adds = 36.4 million = +6.6% (since Q2 end)
CDMA net adds = 6.9 million = +7.1% (since Q2 end)
TDMA net adds = 6.2 million = +8.2% (since Q2 end)
* TDMA growing fastest with CDMA second and GSM third. This is an abrupt trend reversal in favor of CDMA v. GSM and TDMA v. GSM.
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Key Ratios
Ratio of GSM subs to CDMA subs 09 /30/00 = 6.76:1
Current Ratio of GSM subs to CDMA subs = 5.72:1
Subscriber Net Adds GSM to CDMA for last 12 months = 7.09:1
Subscriber Net Adds GSM to CDMA for Q3 01 = 5.28:1
* Strong quarter for CDMA & TDMA v. GSM
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CdmaOne Worldwide Subscriber Growth Analysis
Worldwide Growth
Region Total Subs 12 Months % Growth Q3 01 % Growth
Asia Pacific 40,200,000 6,690,000 20% 294,000 1%
North America 43,404,000 16,904,000 64% 5,452,000 14%
Caribbean &
Latin America 18,205,000 8,075,000 80% 975,000 6%
EMEA 1,375,000 513,000 60% 150,000 12%
Total 103,184,000 32,182,000 45% 6,871,000 7%
CDMA subscribers increased 45% over the past twelve months.
In Latin America and the Caribbean, the number of TDMA subscribers grew at a 67% annual rate, adding 8.1 million new subscribers over the last twelve months.
In North America CDMA outpaced TDMA by 5.8 million subs over the last 12 months.
CDMA subscriber charts are provided on the CDG website at:
cdg.org
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TDMA
Number of Subs Sep-00 Dec-00 Mar-01 Jun-01 Sep-01
North America 27,300,000 31,000,000 33,600,000 36,300,000 39,500,000
Latin America 24,100,000 28,000,000 32,700,000 37,400,000 40,200,000
Other 2,100,000 2,000,000 2,000,000 2,200,000 2,400,000
Total 53,500,000 61,000,000 68,300,000 75,900,000 82.100,000
TDMA subscribers increased 53% over the past twelve months.
In Latin America and the Caribbean, where TDMA continues as the prevalent wireless technology, the number of TDMA subscribers grew at a 67% annual rate, adding 28.6 million new subscribers over the last twelve months.
TDMA subscriber charts are provided on the UWCC website at:
uwcc.org.
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EMC has not recently updated worldwide subscriber figures by technology.
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- Eric -
