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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 (50842)	3/7/2006 5:39:55 PM
From: Eric L	Read Replies (1) \| Respond to of 197016

CDMA Unit Sales and Share ... Slacker, Did you happen to see a summary of what Strategy Analytics claimed for the exact unit sell-in share of the top 3 (or 4) CDMA mobile device manufacturers in CY2005? I saw it somewhere but can't find it now. My recall was that they had LG at 20.x % (not quite 21%), Samsung at 17.x %, and Nokia at 12.x %. I don't think I saw shares for #'s 4-6 (Moto, Kyocera, Sanyo). Although some of the press continues to refer to Samsung who claimed that 75% of their CQ4'05 sales were GSM as number 1 in CDMA mobile devices (and revenue wise they may well be) LG is definitely the number one unit producer of CDMA mobile devices in the world. In CY2005, 30.4 million (55%) of the 54.9 million devices LG sold into channels were CDMA and according to LG's PR, Strategy Analytics credits them with nearly 21% [CDMA] market share worldwide. tinyurl.com Based on that 30.4 million units sell-in and "nearly 21% [CDMA] market share" that puts SA's estimate of CDMA mobile devices at ~142.3 million units in 2005, and that produces a variance of over 17 million units with QUALCOMM's estimate of ~160 million units sold-in and on which royalties were paid making it THE number. Part of the variance is devices sold for CDMA in WLL but I suspect that number is far shy of 17 million so there are several million more CDMA units flying under everybody's tracking radar -- except QUALCOMM's -- but it's interesting that QUALCOMM continues to use Strategy Analytic's data in their composite slide of CDMAS share data rather than calculating off the royalty log. It does give good consistency with the rest of the share data in the slide. Based on QUALCOMM's numbers LG would have had ~19% CDMA share. Number 6 Sanyo sold ~8 million CDMA handsets out of their total production of 12 million units giving them ~ 5.5% CDMA share according to SA but 5% if QUALCOMM's figure is used. I assume that Motorola who evidently and according to QUALCOMM's slides was knocked out of the number 4 slot earlier this year by Nokia who sold ~18 million CDMA units this year (~12.5% share on SA's scale) had sell-in close to Nokia's but I can't find an estimate from anywhere on their production or share and that's another data point I'm missing. Total Nokia + Sanyo share in CY 2005 is consequently between 16.25% (against QUALCOMM's number) and 18% against SA's. If you (or others) have any missing pieces, please supply. Best, - Eric -

To: slacker711 who wrote (50842)	3/9/2006 8:51:27 AM
From: slacker711	Read Replies (1) \| Respond to of 197016

It looks like Toshiba is starting to move in on Sharp's place as Vodafone's premium brand. 3g.co.uk Vodafone K.K. Releases Vodafone 904T 3G Flagship Model 9th March , 2006 ASIA Japan : Vodafone K.K. today announces that on 10 March 2006 it will commence nationwide sales of the Vodafone 904T, a new 3G handset by Toshiba. Vodafone K.K. will also simultaneously launch three new services and features with the sale of the Vodafone 904T: Vodafone live! CAST, a service that automatically delivers mobile magazine-like content to handsets, Vodafone Address Book, a service that lets customers back up their handset address books to a dedicated network server, and Deru Moji 3D Pictogram Display, which displays pop-up 3D animations in received mails. The Vodafone 904T’s Grip Style design allows the main display to be rotated 180 degrees,enabling customers to use the display as a large camera viewfinder while the handset is closed. Grip Style is also convenient for checking messages and browsing the web. The Vodafone 904T is a flagship model that fully supports current 3G services like Vodafone live! FeliCa for e-money shopping, flight e-ticketing, and point card services, and Vodafone live! NAVI for GPS navigation. The main features of the Vodafone 904T are as follows: • Multifunctional Grip Style design with 180-degree reversible main LCD • 3.2 megapixel camera, music player and other entertainment functions • Flagship model that fully supports the latest 3G services