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To: mightylakers who wrote (52599)	8/30/2002 12:08:53 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

How many guesses do I get, and what's the prize? If it's Laker tickets, forget it. unQ

To: mightylakers who wrote (52599)	8/30/2002 12:44:09 PM
From: Eric L	Respond to of 54805

Hey Lakers, << Hey EL. ... Now tell me ... Who is the number one in the wireless IC market for the past year as far as sales concerned? >> Last I looked it was Texas Instruments. If you can find any information to the contrary please let me know. Best I can do at the moment is tell you that last year TI reported sales of $1.85 billion for programmable DSP's (43.5% of the total of 2001's $4,26 billion wireless DSP market). QCT had FY 2001 sales of $1.36 Billion. Wireless DSP's contribute about 30% of TI's semiconductor revenue so that revenue is estimated at about $1.9 to $2.1 Billion this calendar year. QCT will do what this calendar? $1.4 Billion to $1.6 Billion? First 9 months of this fiscal they have $1.1 Billion. << C'mon Eirc, you are full of hype. Everybody knows that IS2000 is 1G at best >> Nope. SKT spells it out pretty specifically each and every month .... sktelecom.co.kr ... and each month Qualcomm picks up the numbers from the 2.5G column and dutifully plugs em into the 3G column at the no hype, facta only, 3G Today website. Here is how Moonsoo Pyo, President and CEO of SK Telecom spelled it out when he addressed the Merrill Lynch Global Communications Conference earlier this year: Slide 11: Technology Leadership SKT "CDMA" Migration Path Generation Standard Introduced Data Speed - 2G IS-95A January 1996 9.6 kbps - 2G IS-95B August 1999 64 kbps - 2.5G 1xRTT October 2000 144 kbps - 3G 1xEV-DO February 2000 2.4 Mbps - 3G W-CDMA 2003 Onward ¦ R99 384 kbps ¦ R4 2 Mbps ¦ R5 10 Mbps I have not seen him change this ... YET. Best, - Eric-

To: mightylakers who wrote (52599)	9/1/2002 7:29:47 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

re: The $15 B Wireless Handset Semiconductor Market (IC & Memory Components) Lakers, Who is the number one in the wireless IC market for the past year as far as sales concerned? I previosly responded to this question: Message 17937058 I trust you are in agreement with the answer? <g> The market share estimates that follow are broken down by component and they are from a recent (August 29) research report report on Skyworks (SWKS) by WR Hambrecht + Co.: wrhambrecht.com I found the graphic on page 3 which shows the Digital & RF sections of the handset with the suppliers of specific components linked in to be petty cool. >>Handset Semiconductor Components and Marketshare Baseband ASICs: $ 3.5 Billion Market (Players Share) TI 42% Qualcomm 20% Motorola 12% Philips 11% ST Micro 5% Infineon 5% Others 5% Filters: $ 1.8 Billion Market (Players Share) Epcos 42% Murata 17% Fujitsu 11% Triquint 8% Matasushita 7% Toshiba 6% Others 5% RF Transceiver: $ 3.2 Billion Market (Players Share) Motorola 16% Infineon 12% Philips 9% ST Micro 8% NEC 7% Fujitsu 6% Qualcomm 5% Flash Memory: $ 2.8 Billion Market (Players Share) Intel 48% Sharp 14% AMD 10% Fujitsu 10% ST Micro 10% Atmel 6% SRAM Memory: $ 1.7 Billion Market (Players Share) Samsung 30% NEC 8% Toshiba 8% Hitachi 8% Cypress 8% Sharp 8% Mitsubishi 8% Others 22% PLL Synthesizers: $ 350 Million Market (Players Share) National Semi 27% Philips 26% Motorola 14% Fujitsu 13% Atmel 11% Power Amplifiers: $ 1.0 Billion Market (Players Share) RF Micro 25.0% Hitachi 19.0% Conexant 15.0% Motorola 14.0% Alpha 4.0% Triquint 4.0% Philips 4.0% Anadigics 3.2% Others 11.8% Wireless OEM/Air Interface/Major PA Suppliers Nokia: GSM - RFMD, Hitachi, Philips CDMA - SWKS TDMA - RFMD Motorola: GSM - Motorols, SWKS CDMA - RFMD, Celeritek, SWKS TDMA - Motorola, RFMD, SWKS Samsung: GSM - RFMD, SWKS CDMA - SWKS - Eric -