re: Prelim Technology Score Card & Subscriber Discrepancies
You have probably noticed that after several months of abstinence EMC just did an update of worldwide subscribers for 2001:
gsmworld.com
They have always tracked pretty closely with CDMA subs reported by CDG when CDG finally drags themselves around and reports.
CDMA subs reported by EMC through Q2 (96.2 million) tallied pretty closely with CDG's 96.3 million.
They have just reported 112.2 million cumulative CDMA subs through year end.
At the end of January in a CDG Digevent Perry LaForge reported 117 million cumulative CDMA subs through year end.
It will be interesting to see the official counts abstracted by CDG when they update.
Note also that EMC continues to report TDMA higher than UWCC by close to 4 million.
EMC's Numbers:
Millions Subs Dec 00 Dec 01 Net Adds YOY Growth % Digital % All
GSM Subs 455.1 646.5 191.4 42.1% 71.02% 67.7%
CDMA Subs 82.2 112.2 30.0 36.5% 12.3% 11.7%
PDC Subs 50.8 56.8 6.0 11.8% 6.2% 5.9%
TDMA Subs 65.2 94.7 29.5 45.2% 10.4% 9.9%
Total Digital Subs 653.3 910.2 256.9 39.3% 100.0% 95.3%
Total Analog Subs 68.0 45.3 -22.7 -33.0% 0.0% 4.7%
Total Wireless Subs 721.3 955.5 234.2 32.5% - 100.0%
CDG's CDMA Numbers with Perry's plugged in for Q4:
Q4 01 Net adds 13,816,000 million
Q3 01 Net adds 6,871,000 million
Q2 01 Net adds 5,910,000 million
Q1 01 Net adds 9,963,000 million
2001 Net adds 6,560,000 million
2000 Net adds 30,340,000 million
If correct then CDMA grew 45.5% in 2001 and CDMA is 12.2% of wireless subs and 12.9% of digital subs.
I'll drill down further on the numbers once CDG & UWCC officially report.
- Eric -
