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I don't know enough about how Nokia manufactures? Do they do private label? With respect to Qualcomm, we know they are capacity constrained. If one really wanted to be accurate, calculations would have to be made for "returns" on all the manufacturers. My understanding, for example, is that there have been a lot of returns on Nokia phones due to problems. There has been information posted on quality problems with respect to Ericy phones, and of course, Qualcomm has had some problems, too. I doubt the companies release accurate figures on returns. And, some of those returns, I would think, don't go back to the manufacturer, the end user merely exchanges for another firm's handset. I guess all that gets rather complicated. Many industries calculated sales on the basis of shipments rather than net units. Either way the figures are not technically accurate. I think Qualcomm's position is somewhat different in that the QPE joint venture is making essentially the same phones and simply putting one of two labels on them, so it is not the same as "private label" is understood to be. I frankly don't recall the number of phones Dataquest attributed to Qcom, so I can't say how valid Qcom's position is. |
