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Technology Stocks : Nokia Corp. (NOK)
NOK 6.810-4.8%Nov 4 3:59 PM EST

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To: tero kuittinen who wrote (143)8/10/2002 12:19:34 PM
From: Eric L  Read Replies (2) of 9255
 
Preliminary Mobile Wireless Technology Scorecard 2002 H1

CDG has not yet posted Q2 ending subscriber counts 2002.

However ...

... it appears that after trailing both GSM & TDMA for the last 2 calendar years that CDMA may once again lay claim to being the "fastest growing technology".

This could change as TDMA subs start to convert to GSM, but CDMA growth in China could offset that.

I'll do a final tally when all Q2 numbers are in.
GSM Subscribers (Millions)

                                                       YOY
Dec 00 Jun 01 Dec 01 Jun 02 Growth

Total GSM Subscribers 455.1 550.1 646.5 709.0 28.9%
6 months Net Sub Adds - 95.0 96.0 62.5 -
12 month Net Sub Adds - - 191.4 158.9 -

For the 10 month period ending April 2002, EMC shows CDMA growing faster than either than TDMA or GSM.
10 months (end June 01 to end April 02) per EMC (not CDG*)

        6/01 Sub  Net Adds  % Growth  CAGR
Base 10 mo. 10 mo. %

CDMA 96.8 26.6m 27.5% 33.82%
TDMA 80.9 19.8m 24.5% 30.05%
GSM 550.1m 134.1m 24.4% 29.92%

* For the 12 month period ending March 2002 CDG's official numbers show CDMA growing by 29.815 million subs (from 90.4 million to 120.2 million) or 33% YOY.

For the 13 month period ending April 2002 GSMA's official numbers show GSM growing by 180.7 million subs (from 503.5 million to 684.2 million) or 35.9% or 32.7% CAGR.

Using GSMA's June end GSM subscriber count (from EMC) and Matt Hoffman's June end worldwide subscriber count (1.0306 billion), GSM has 68.2% of worldwide subs a slight increase from 2001 end when GSM was 67.7% of all subs and 71.1% of digital subs.

Using GSMA's April end GSM subscriber count (from EMC) GSM had 68.1% of worldwide subs a slight increase from 2001 end when GSM was 67.7% of all subs and 70.7% of digital subs, a slight decrease from 71.1% at year end 2001.

See this previous post for an analysis of subscriber growth by technology for the years 2000 & 2001 when CDMA trailed both GSM & TDMA in rate of growth:

Message 17392258

- Eric -
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