Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 166.07

-0.4%

1:47 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: slacker711 who wrote (129981)	6/30/2003 7:23:53 PM
From: Jim Mullens	Read Replies (1) of 152472

Slacker, thanks for sharing your CDMA handset market share data. You may be correct, but I don’t recall hearing/seeing a specific WCDMA estimate from Qualcomm. They presented two charts during their Spring meeting that depicted wireless handset growth but I can only guess at the WCDMA figures from the chart as no actual figures are shown. One chart (Shosteck, March 2003) reflects total handset sales of 447M for 2004 with CDMA (Including WCDMA) at 29% yielding 130 units. Of that total, CDMA2000 is 111 and IS95 and WCDMA comprise the balance of 19 units with WCDMA about 1/3 of the 19. The other chart is strictly a WCDMA handset forecast thru 2006 showing each of five consults forecasts by year. My guesses for 2004 WCDMA handset sales from reading that chart- Yankee -12/02…….50M Shosteck-10/02……35 EMC-3/03…………35 Ovum- 12/02………20 Gartner-1/03……….12 For 2006 the WCDMA sales range was from 61 to 164. Using a midpoint of about 110 WCDMA units plus Shosteck’s (more conservative) 2006 CDMA2000 estimate of 145M units and total units of 465M, total CDMA would equal 255M of the total or 55%. One can see that Qualcomm’s addressable market is clearly expanding and these numbers don’t even include sales into the GSM/GPRS market with the MSM6300 chipset. FWIW I recently completed a 2004 handset sales estimate (rough) for Qualcomm’s addressable market and posted such on Investors Hub. Summary below- investorshub.com ……………………..2003……….2004 CDMA………………104.5……….121 WCDMA………………1.5…………15 GSM (MSM6300)…......0.0…………10 Total…………………106.0……….146 Would you (anyone) care to venture an “educated” guess of Qualcomm’s chipset market share going forward for each CDMA2000 and WCDMA? jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next