SI
SI
discoversearch

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 Moderated Thread - please read rules before posting
QCOM 161.39-1.9%Jan 15 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: matherandlowell who wrote (91075)4/22/2010 8:51:26 PM
From: slacker7113 Recommendations  Read Replies (4) of 197227
 
3G is just getting warmed up.

This just isnt true. It might be in the early innings of the 3G unit ramp, but total 3G device revenue growth has been slowing for years. I think it is around 10% this year.

The problem is that 3G has already conquered the handset market when looking at it from a revenue standpoint. The 3G portion of the total market for handsets is in the neighborhood of 70% this year. Units still have a long way to go, but the bulk of the revenue growth has already occurred.

Slacker
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext