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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: slacker711 who wrote (33957)4/8/2003 8:54:31 AM
From: Jon Koplik  Read Replies (1) | Respond to of 196543
 
Thought (hope ?) on RFMD news --

(RFMD is RF Micro Devices, Inc.)

IF a company like China Unicom ordered 45 million GSM 1X handsets ...

I wonder if RFMD would consider RFMD products for those handsets to be GSM business, or CDMA business ?

Jon.



To: slacker711 who wrote (33957)4/8/2003 9:29:33 AM
From: slacker711  Respond to of 196543
 
Japan Feb handset shipments up 25.3 pct yr/yr
Tuesday April 8, 1:37 am ET

biz.yahoo.com

TOKYO, April 8 (Reuters) - Japan's domestic handset shipments
posted strong growth for a fourth straight month in February as
camera phones and high-speed third-generation (3G) services
continued to spur upgrade demand, an industry group said on
Tuesday.
Handset shipments rose 25.3 percent from the same month a
year earlier to 3.63 million units, the Japan Electronics and
Information Technology Industries Association (JEITA) said.
"Camera phones are still pulling the whole industry forward,"
a JEITA spokeswoman said.
"We occasionally have new services that decisively expand the
market. Camera phones turned out to be the largest thing since
i-mode (Internet-enabled phones)."
The popularity of camera-equipped cell phones among Japanese
shows no sign of waning.
NTT DoCoMo's (Tokyo:9437.T - News) camera-phone users surpassed the nine
million mark as of April 5, threatening the No.1 spot in the
domestic photo-phone market held by J-Phone Co Ltd, a
camera-phone pioneer and the Japanese unit of Britain's Vodafone
Group Plc (London:VOD.L - News).
J-Phone had 9.015 million camera phone users on March 31.
As for 3G services, brisk upgrades among KDDI Corp (Tokyo:9433.T - News)
users were also boosting handset demand, the spokeswoman said.
KDDI's "au" mobile phone unit in March won 914,100 new
subscribers for its 3G service based on the CDMA2000 1x format,
developed by U.S. wireless technology firm Qualcomm Inc (NasdaqNM:QCOM - News),
bringing the total number of its 3G users to 6.8 million.
JEITA compiles the numbers from questionnaire responses from
16 electronics manufacturers that supply handsets to the three
mobile operators.
The following table shows shipments (in millions) and
year-on-year percentage changes for the past four months (no data
is released for individual companies):


NOV DEC JAN FEB
SHIPMENTS 3.777 3.961 3.837 3.633
Y/Y PCT CHANGE +17.0 +27.1 +17.2 +25.3