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

To: planetsurf who wrote (76777)	5/1/2008 1:27:52 PM
From: Eric L	Read Replies (1) \| Respond to of 196822

Nokia Handset Manufacturing PS, << And then realize that 99% of all handset mfg for NOK is actually done by a royalty paying ODM....who can put any label on the handset they choose and sell it however they want. ... if you refuse to stop a listen to what people who KNOW post, then there is no hope. [engineer] ... Oh thank you ole' wise-one for coming down from your mountain to enlighten us mere mortals with your wisdom. >> Amplifying on what Slacker has recently posted and for the sake of accuracy ... ... 100% of all 'Nokia' CDMA2000 handsets are now manufactured for Nokia by ODMs on an ODM to OEM contract basis, but are no longer simply rebranded handsets as some were last year. In 2007 Nokia branded CDMA2000 handset shipments were ~13 million units and in 2008 will be ~15m units -- 6% to 7% of Nokia's total shipments. Those are Lehman Brothers/Gartner estimates published this week ... Message 24551247 While WCDMA production (~66 million units last year and ~108 million estimated by LB/Gartner this year) is 100% in Nokia facilities. Nokia does have some of their own low end GSM/GPRS designs running NOS (Nokia Operating System) and Nokia's UI, manufactured by qualified ODMs for seasonal capacity flexibility. These qualified ODMs, like many of their component suppliers, are often collocated with Nokia's own manufacturing facility. I think Nokia's last statement on the subject was that total ODM manufacture was ~23% of their total production. Final assembly, test, and packaging for all (or virtually all) non-CDMA2000 Nokia handsets, however, is done in one of the 10 Nokia globally scattered handset manufacturing facilities -- China (2), India, Korea, Finland, Hungary, Britain, Mexico, Brazil, Romania (just opened), or Germany (closing in June). Nokia does of course make liberal use of ODMs for subassembly manufacture, but they are far and away the largest manufacturer of handsets, have far and away the most and most geographically diverse manufacturing facilities, and the most modern and automated. While Samsung and LG primarily manufacture their own handsets, Motorola and especially Sony Ericsson rely to a much greater degree on manufacture by ODMs than Nokia, Samsung, and LG. Cheers, - Eric -