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Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (25454)	7/24/2003 9:02:19 PM
From: Eric L	Respond to of 34857

Q2 2003 and H1 2003 Handset Sales << I think Siemens is the last of the major handset manufacturers to report >> Yes, the top 6 are in. My recap below: A. Reported Q2 Handset "Sales" Unit Market Market Market Nokia v. Sales View Sh @ 105m Sh @ 112m Competitor · Nokia 41.0m 105m 39.0% 36.6% - Motorola 15.8m none 15.0% 14.1% 2.6x Samsung 12.0m none 11.4% 10.7% 3.4x Siemens 8.1m none 7.7% 7.2% 5.1x Sony Ericsson 6.7m 105m 6.4% 6.0% 6.1x LGE 5.3m none 5.0% 4.7% 7.7x Note: Nokia reports "sell-thru" while most others report "sell-in" Like Ericsson, Nokia sees handsets shipments (to end users) at 105 million Q2, up 5 million from Q1 (their original view of Q1 was 98 million). Gartner Dataquest had Q1 pegged at 112.7 million units sell-thru, and I am assuming they will tally sell-thru at 110 million to 115 million units Q2. Assuming industry consensus sell-thru of 225 million units H1 03, Nokia's market share will be 35.8% CYTD, and they could (should) exceed 36% market share this year, regardless of whose numbers their unit shipments are measured against, while they increase their market share for (at least) the 8th consecutive year. B. Worldwide Terminal Sales Estimates For H1 2003 · Company 1Q 03* 1Q 03 2Q 03** 2Q 03 H1 03 H1 03 Units MktSh Units MktSh Units MktSh · Nokia 39.5m 35.0% 41.0m 36.6% 80.5m 35.8% Motorola 16.6m 14.7% 15.8m 14.1% 32.4m 14.4% Samsung 11.9m 10.5% 12.0m 10.7% 23.9m 10.6% Siemens 8.6m 7.6% 8.1m 7.2% 16.7m 7.4% Sony Ericsson 5.4m 4.8% 6.7m 6.0% 12.1m 5.4% LGE 5.1m 4.5% 5.3m 4.7% 10.4m 4.6% Panasonic 3.8m 3.4% NR NR NA NA NEC 2.9m 2.6% NR NR NA NA Others 18.9m 16.9% 23.4m 20.7% 49.0m 21.8% ====== ====== Total Market 112.7m 100.0% 112.3m 100% 225.0m 100% * 1Q 03 unit shipments estimates are sell-thru as calculated by Gartner Dataquest and include iDEN shipments, but exclude mobile WLL and ODM to original equipment manufacturer (OEM) shipments. ** 2Q 03 unit shipments are sell-thru or sell-in as provided by the manufacturers and include iDEN shipments, mobile WLL, and ODM to original equipment manufacturer (OEM) shipments. Market share assumes 112.3m units sell-in/sell-thru for Q2 2003. Samsung reported 13.2 million units sell-in Q1 and Gartner reports 11.9m sell-thru excluding sales to ODMs for Q1. Probably we'll see similar adjustment from Gartner for Q2. LGE reported 5.6 million units sell-in Q1 and Gartner reports 5.1mm sell-thru excluding sales to ODMs for Q1. Probably we'll see similar adjustment from Gartner for Q2. ### - Eric -