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To: Eric L who wrote (2773)2/8/2003 11:13:37 AM
From: Eric L  Read Replies (3) | Respond to of 9255
 
2002 Technology Scorecard: Corrections to previous post.

• In 2002 83% of new net sub adds were GSM.

• In 2002 16% of new net sub adds were CDMA.

• In 2002 for every CDMA sub added 5.2 GSM subs were added.

• In the last 2.5 years GSM wireless market share has increased 23% (13.1 percentage points).

• In the last 2.5 years CDMA market share has increased 6% (7/10ths of a percentage point).

• At 27.2% YOY Growth CDMA grew slightly faster than GSM (25.5%) in 2002.

Wireless Subscribers (millions) by Technology at the End of 2003

Subs Market Share
% All % Digital

GSM 787.5 69.7% 71.6%
CDMA 142.7 12.6% 13.0%
TDMA 109.2 9.7% 9.9%
PDC 60.1 5.3% 5.5%
W-CDMA 0.15 .1% .1%
------------------------------------------------
Total Digital 1099.8 97.3% 100.0%
Total Analogue 30.0 2.7% N/A
Total Wireless 1129.8 100.0% N/A

12 Month Subscriber Growth Rates
Net YOY
Dec 01 Dec 02 Adds Growth

Total GSM Subscribers 627.7m 787.5m 159.8m 25.5%
Total CDMA Subscribers 112.2m 142.7m 30.5m 27.2%
Total TDMA Subscribers 94.7m 109.2m 14.5m 15.3%
Total Wireless Subscribers 955.5m 1129.8m 174.3m 18.2%

24 Month Subscriber Growth Rates
Net
Dec 00 Dec 02 Adds CAGR


Total GSM Subscribers 455.1m 787.5m 332.4m 31.54%
Total CDMA Subscribers 82.2m 142.7m 60.5m 31.76%
Total TDMA Subscribers 65.2m 109.2m 44.0m 29.42%
Total Wireless Subscribers 721.3m 1129.8m 408.5m 25.15%

30 Month Relative Market Share of CDMA & GSM

QCDMA Market Share GSM Market Share

% of all % of digital % of all % of digital

Q4 2002 End 12.6% 13.0% 69.7% 71.6%
Q2 2002 End 12.3% 12.7% 68.6% 71.0%
Q4 2001 End 11.7% 12.3% 65.7% 69.0%
Q2 2001 End 11.6% 12.4% 64.8% 69.4%
Q4 2000 End 11.4% 12.6% 63.1% 69.7%
Q2 2000 End 11.9% 13.9% 56.6% 66.1%

Key Ratios

• GSM subs to CDMA subs = 5.5:1


* Official numbers will be calculated when CDG publishes Q4 2003 figures.

- Eric -