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To: Eric L who wrote (3052)	5/28/2003 5:34:34 PM
From: Eric L	Respond to of 9255

Strategy Analytics on 2002 Handset Growth and Profitability * GSM shipments grew 13 percent and Nokia reaped the benefits. Nokia total shipments grew 18 percent with a strong GSM performance, while expanding profits nearly two percentage points year on year in an increasingly cost competitive global GSM market. * Shipment growth for the top 6 vendors was slightly faster than the market rate at just under 19 percent, but profits grew only 3 percent. * "Shipment growth does not equal profitability. With the exception of Nokia, vendor profits were flat or declining." - Chris Ambrosio, Strategy Analytics For a chart of "Year over Year Shipments," please see: strategyanalytics.com >> Strategy Analytics: Global Cellular Shipments Grow Healthy 16 Percent in Q1 2003; Shipments Up but Profits Down for Most Vendors Strategy Analytics May 28, 2003 In its quarterly report, 'Global Handsets: Q1 2003 Market Update,' Strategy Analytics reports that the first quarter of 2003 saw encouraging signs of growth in cellular handset sales, as both demand and sell-in growth was strong in major regions. GSM shipments grew 13 percent and Nokia reaped the benefits. Nokia total shipments grew 18 percent with a strong GSM performance, while expanding profits nearly two percentage points year on year in an increasingly cost competitive global GSM market. CDMA shipments grew 49 percent year over year on strength in the Americas markets. Benefiting from this growth were Korean CDMA vendors Samsung Electronics and LG Electronics. LG recorded 81 percent shipment growth and revenues grew 41 percent. "Shipment growth does not equal profitability," states Chris Ambrosio, Director of the Wireless Device Strategies Service at Strategy Analytics. "With the exception of Nokia, vendor profits were flat or declining. Shipment growth for the top 6 vendors was slightly faster than the market rate at just under 19 percent, but profits grew only 3 percent. Vendors still have a long way to go in improving internal efficiencies, and in developing and commercializing diverse handset portfolios." Additional Findings: -- LG moved past Sony-Ericsson in both revenues and shipments. Strong exchange rates on the Euro prevented LG from exceeding Siemens in total revenues -- Kyocera Wireless saw shipments surge 51 percent year on year on CDMA shipments into North America and China -- Strategy Analytics maintains its projection of 455 million units sell-in in 2003. The strong Q1 performance is impacted by Asia-Pacific first quarter holiday season sell-in, and expects that this Q1 surge will become a seasonal trend as sales growth in China becomes a larger part of global sell-in. About Strategy Analytics Strategy Analytics, Inc., a global research and consulting firm, provides timely insights and strategic business solutions to companies operating at the convergence of information, communications and entertainment technologies. With worldwide headquarters in Newton, MA and principal offices in England, France and Germany, Strategy Analytics focuses on market opportunities and challenges in the areas of Automotive Electronics, Broadband, Telematics, Wireless Strategies and Enabling Technologies. For more information, see www.strategyanalytics.com << - Eric -

To: Eric L who wrote (3052)	6/1/2003 7:28:11 PM
From: Eric L	Read Replies (1) \| Respond to of 9255

Gartner Dataquest Q1 Handset Market Share ... DataQuest said 112.7 million handset units were sold worldwide in the first quarter of this year, up 18 percent from the year-earlier period. 1, Nokia 35.0% 2. Motorola 14.7% 3. Samsung 10.5% 4. Siemens 7.6% 5. Sony-Ericsson 4.8% 6. LG Electronics 4.5% 7. Panasonic 3.4% 8. NEC 2.6% Other 16.9% >> Handset Makers Solidify Positions Yang Sung-jin Korea Herald 2003.06.02 koreaherald.co.kr The world's top three handset makers, including Korea's Samsung Electronics, are solidifying their global market positions, market research firm DataQuest said yesterday. Nokia, Motorola and Samsung have been maintaining about a combined 60 percent share of the world's mobile phone handset market since the first quarter of 2002. Their combined market share reached 60.2 percent in the first quarter of this year, slightly down from the 61.9 percent recorded in the previous quarter. The comparable figure for the previous year was 60.4 percent. Samsung grabbed the title of the world's No. 3 mobile phone maker in the first quarter of last year. In early 2001, Nokia, Motorola and Siemens, then the No. 3 mobile phone maker, jointly controlled a 54.8 percent share of the global handset market. Samsung officials said the latest data showed that the top three makers are strengthening their market positions, defying the aggressive marketing of challengers. DataQuest said 112.7 million handset units were sold worldwide in the first quarter of this year, up 18 percent from the year-earlier period. Nokia topped the chart with a 35 percent market share, followed by Motorola at 14.7 percent, Samsung at 10.5 percent, Siemens at 7.6 percent, Sony-Ericsson at 4.8 percent, LG Electronics at 4.5 percent, Panasonic at 3.4 percent and NEC at 2.6 percent. Samsung said that it plans to jack up its global market share to more than 12 percent by selling some 52.5 million handset units this year, narrowing the gap with Nokia and Motorola. << - Eric -