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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 166.81-4.1%Nov 17 3:59 PM EST
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To: Skeeter Bug who wrote (129978)6/30/2003 2:17:53 PM
From: slacker711  Read Replies (3) of 152472
 
seriously, what kind of market share is cdma taking from its competitors.

Here are some round numbers off the top of my head that should be in the ballpark.


       CDMA     Total    Marketshare
2001    75m      400m      18.75%
2002    87m      405m      21.5%
2003e  105m      440m      23.9%


Future marketshare gains are going to be mostly driven by the adoption of W-CDMA across Western Europe and various parts of Asia. Qualcomm is projecting 10 million W-CDMA units in '04 with more substantial demand coming in '05. The gating factor in that forecast will be the availability of W-CDMA handsets with decent battery lifes in the sub $300 range.

Slacker
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