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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.80+0.3%Dec 5 9:30 AM EST
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To: Eric L who wrote (76784)5/1/2008 1:53:51 PM
From: slacker711  Read Replies (1) of 196847
 
While WCDMA production (~66 million units last year and ~108 million estimated by LB/Gartner this year) is 100% in Nokia facilities. Nokia does have some of their own low end GSM/GPRS designs running NOS (Nokia Operating System) and Nokia's UI, manufactured by qualified ODMs for seasonal capacity flexibility. These qualified ODMs, like many of their component suppliers, are often collocated with Nokia's own manufacturing facility. I think Nokia's last statement on the subject was that total ODM manufacture was ~23% of their total production.

Thanks for the numbers. I did some quick Google searches but hadnt been able to find anything definitive.

Slacker
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