SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (60871)3/10/2007 5:04:22 AM
From: Maurice Winn  Read Replies (1) | Respond to of 196972
 
W-CDMA
2003x
2004xx
2005xxxxx
2006xxxxxxxxxx
2007xxxxxxxxxxxxxxxxxx

CDMA
2003xxxxxxxxxx
2004xxxxxxxxxxxxxxx
2005xxxxxxxxxxxxxxxx
2006xxxxxxxxxxxxxxxxxxxx
2007xxxxxxxxxxxxxxxxxxxx

Looks like March 2007

380 million total "CDMA" is quite a lot of sales. <in a year when mobile device unit sell-in is likely to approach 1.2 billion units, > That's 32%. That's quite a good proportion. QCOM enjoys nearly all the sales of CDMA2000 ASICs and a rapidly increasing share of W-CDMA/aka 3GSM ASIC sales. Not to mention royalties on both types.

<In what month will the W-CDMA chipset sales of all the others equal the share by QUALCOMM?>

The trend is in the right direction.

Also, do you think that the profit on a high-end cyberphone is greater than a low end GSM phone sold by the umpty million in China and India?

Mqurice



To: Eric L who wrote (60871)3/11/2007 5:02:13 PM
From: Michael Allard  Respond to of 196972
 
It's a trick question!

Since every 3GSM UMTS handset has CDMA in it (WCDMA as GSM'ers like to call it), 3GSM handsets will never outsell CDMA handsets, (since they are a subset of CDMA).


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News