GLOBAL CELLULAR HANDSET _ CHIP MARKETS by wuyunyi

VIEWS: 254 PAGES: 21

									                 GLOBAL CELLULAR HANDSET & CHIP MARKETS


                                                     TABLE OF CONTENTS

I.        EXECUTIVE OVERVIEW ..............................................................................1

A.        Introduction ............................................................................................................. 1

B.        Wireless Infrastructure & Subscriber Developments .......................................... 1

C.        Handset Evolution................................................................................................... 3

D.        Cellphone Market Size & Segmentation................................................................ 5

E.        Handset Revenue Forecast by Technology.......................................................... 7

F.        Handset Chip Summary.......................................................................................... 8

G.        Report Scope ......................................................................................................... 10

II.       CELLULAR TECHNOLOGY .......................................................................11

A.        Overview ................................................................................................................ 11

B.        2G Cellular Technologies ..................................................................................... 13
     1.     TDMA ................................................................................................................................. 14
     2.     PDC (Pacific Digital Cellular) ............................................................................................. 15
     3.     GSM ................................................................................................................................... 15
     4.     cdmaOne (IS-95)................................................................................................................ 16
     5.     iDEN................................................................................................................................... 17

C.        2.5G Technology ................................................................................................... 18
     1.     Overview ............................................................................................................................ 18
     2.     cdmaOne IS-95B................................................................................................................ 19
     3.     GPRS ................................................................................................................................. 20
     4.     EDGE ................................................................................................................................. 22
     5.     WiDEN ............................................................................................................................... 26

D.        Air Interface Technologies for 3G Cellular ......................................................... 27
     1.     Wideband CDMA Schemes ............................................................................................... 27
     2.     CDMA2000......................................................................................................................... 28
     3.     CDMA2000-1x.................................................................................................................... 29
     4.     CDMA20001x-450.............................................................................................................. 32
     5.     1xEV-DO ............................................................................................................................ 33
     6.     1xEV-DV (R.I.P.) ................................................................................................................ 37
     7.     WCDMA (UMTS-FDD) ....................................................................................................... 38
     8.     JWCDMA (FOMA).............................................................................................................. 50

E.        Other Emerging WWAN Technologies ................................................................ 51
     1.     HSDPA vs. 1xEV-DO......................................................................................................... 51
     2.     TD-SCDMA ........................................................................................................................ 55
     3.     TD-CDMA........................................................................................................................... 58
     4.     Flash-OFDM....................................................................................................................... 60



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F.        Wireless Local Loop (PHS/PAS derivatives) ...................................................... 61

G.        Complementary Technologies ............................................................................. 63
     1.     802.16x (WiMAX) ............................................................................................................... 63
     2.     IEEE 802.11x (a, b, g)........................................................................................................ 64


III.        MARKET DYNAMICS & TRENDS............................................................65

A.        Technology Trend #1: Too Early for 3G; & 2.75G is Here ................................. 65

B.        Technology Trend #2: CDMA Gain is GSM Pain ................................................ 67

C.        Technology Trend #3: Color Screen Replacement Cycle.................................. 70

D.        Technology Trend #4: Cross-Technology Push-to-Talk.................................... 73
     1.     The Nextel Model ............................................................................................................... 73
     2.     Other Carriers Entering the PTT Market............................................................................ 74
     3.     Qualcomm’s BREWchat Technology................................................................................. 74
     4.     Motorola Cross Technology PTT ....................................................................................... 75

E.        Technology Trend #5: GPS Location-Based Services...................................... 75

F.        Technology Trend #6: Open Platform Transition............................................... 76
     1.     Series 60 Software Development Platform........................................................................ 76
     2.     Open Platform Suppliers.................................................................................................... 77
     3.     Operating System Leaders ................................................................................................ 78

G.        Feature Trend #1: Ringtone, Supertone & MP3 Music....................................... 79
     1.     Yamaha’s Synthetic Music Mobile Application Format (SMAF) ........................................ 80
     2.     Phones Supporting 4-Note Polyphonic MIDI Ringback ..................................................... 81
     3.     Phones Supporting 16-Note Polyphonic & ADPCM Sound............................................... 82
     4.     Phones Supporting 40-Note Waveform Supertone ........................................................... 83

H.        Feature Trend #2: Digital Music Downloads....................................................... 84

I.        Feature Trend #3: Camera Phone & MMS Phones ............................................. 85
     1.     Flash Illumination for Camera Phones............................................................................... 89

J.        Service Trend #1: Wireless GPRS Service Pricing ............................................ 90

K.        Service Trend #2: Wireless Data Revenue Growth ............................................ 91

L.        Service Trend #3: Video Gaming on the Go ....................................................... 93

M.          Service Trend #4: WLAN/Cellular IP Convergence (UMA) .............................. 94

N.        Service Trend #5: Wallet Phones on the way ..................................................... 96

O.        Service Trend #6: Broadcast TV on Cellular phones......................................... 97
     1.     United States.................................................................................................................... 100
     2.     Europe.............................................................................................................................. 101
     3.     Japan ............................................................................................................................... 102
     4.     Korea................................................................................................................................ 103


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IV.         UMTS/3G OPERATOR DEVELOPMENTS.............................................105

V.        HANDSET MARKETS & SUPPLIER RANKINGS ....................................107

A.        Handset Shipments by Air Interface Standard ................................................. 107

B.        Leading Global Handset Suppliers: 2004 Share Analysis............................... 108
     1.     Top 6 Market Share Vendor Positions in 3Q/04 .............................................................. 108

C.        Top Handset Supplier Market Performances: 2004 ......................................... 109
     1.     Nokia ................................................................................................................................ 109
     2.     Motorola ........................................................................................................................... 109
     3.     Samsung .......................................................................................................................... 110
     4.     Siemens ........................................................................................................................... 110
     5.     LG Electronics.................................................................................................................. 110
     6.     Sony Ericsson .................................................................................................................. 111
     7.     Other Vendors of Note ..................................................................................................... 111

D.        Handset Shipments by the top 40 Vendors. ..................................................... 112

E.        GSM/GPRS/EDGE Handset Market Shares ....................................................... 115

F.        CDMA Handset Shipment Market Shares ......................................................... 116

G.        WCDMA/UMTS Handset Market Shares ............................................................ 117

H.        TDMA Handset Supplier Market Share.............................................................. 118

I.        PDC Handset Supplier Market Share................................................................. 119

J.        PHS Handset Supplier Market Share................................................................. 121

K.        Global Handset Forecast by Technology 2003-2008 ....................................... 122

L.        Global Handset Shipments by Region 2003-2008 ............................................ 124

VI.         CONVERGED PDAS & SMARTPHONES ..............................................125

A.        Palm OS Smartphones........................................................................................ 126
     1.     Kyocera (palm OS)........................................................................................................... 126
     2.     PalmOne (CDMA and GSM/GPRS)................................................................................. 127
     3.     Samsung (palm OS & MS Smartphone) .......................................................................... 127

B.        Symbian OS Smartphones ................................................................................. 127
     1.     Nokia (Symbian OS 6.1) .................................................................................................. 127
     2.     Sony Ericsson (Symbian OS V7.1) .................................................................................. 128
     3.     Siemens (Symbian Series 60 OS) ................................................................................... 129

C.        Windows Microsoft Windows Mobile ™ Smartphone...................................... 131
     1.     Hewlett Packard ............................................................................................................... 131
     2.     HTC (MS Smartphone 2003) ........................................................................................... 131
     3.     Motorola (MS Smartphone 2003)..................................................................................... 132



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 4.       Samsung (MS Smartphone) ............................................................................................ 132
 5.       Sierra Wireless (Windows Mobile™ 2003 for Smartphone) ............................................ 133
 6.       TCL (Smartphone) ........................................................................................................... 133

D.      BlackBerry OS ..................................................................................................... 134
 1.       Research In Motion .......................................................................................................... 134

E.      Pocket PC Phone Edition Smartphones ........................................................... 136
 1.       Audiovox/UTStarcom ....................................................................................................... 136
 2.       HTC (Windows Mobile Phone Edition 2003) ................................................................... 137
 3.       Hitachi (Windows Mobile Phone Edition)......................................................................... 138
 4.       Samsung (Windows Mobile Phone Edition 2003)............................................................ 138
 5.       T-Mobile by HTC (Pocket PC Phone Edition).................................................................. 139


VII.      CELLULAR PC CARD SUPPLIERS ......................................................141

A.      PCMCIA/CardBus Personal Computer Cards................................................... 141
 1.       Sierra Wireless (CDMA 1xEV-DO & EDGE).................................................................... 141
 2.       Sony Ericsson (EDGE) .................................................................................................... 142
 3.       Novatel Wireless (CDMA, GPRS, PCS, and WCDMA) ................................................... 143
 4.       Option Wireless Technology (GPRS and WCDMA) ........................................................ 144

B.      Embedded Cellular Modules .............................................................................. 145
 1.       Wavecom (embedded modules) ...................................................................................... 146


VIII.       HANDSET VENDOR PROFILES .........................................................147

A.      CDMA ................................................................................................................... 147
 1.       Audiovox .......................................................................................................................... 150
 2.       Hisense (CDMA 1x) ......................................................................................................... 150
 3.       Kyocera (CDMA 1x) ......................................................................................................... 150
 4.       LG Electronics.................................................................................................................. 151
 5.       Motorola ........................................................................................................................... 151
 6.       Nokia (CDMA 1x) ............................................................................................................. 152
 7.       Pantech & Curitel (# 3 In Korea) ...................................................................................... 152
 8.       Samsung .......................................................................................................................... 153
 9.       Sanyo ............................................................................................................................... 155
 10.       Sony Ericsson ............................................................................................................... 155
 11.       Vitelcom Mobile Technology ......................................................................................... 155

B.      GSM/GPRS HANDSET SUPPLIERS ................................................................... 156
 1.       Bellwave........................................................................................................................... 157
 2.       BenQ ................................................................................................................................ 157
 3.       Motorola ........................................................................................................................... 158
 4.       NEC.................................................................................................................................. 158
 5.       Pantech ............................................................................................................................ 159
 6.       Sagem-Fujitsu .................................................................................................................. 159
 7.       Siemens ........................................................................................................................... 159

C.      GSM/EDGE HANDSET SUPPLIERS ................................................................... 161
 1.       Innostream ....................................................................................................................... 162
 2.       LG Electronics.................................................................................................................. 162
 3.       Motorola ........................................................................................................................... 162



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 4.      Nokia ................................................................................................................................ 163
 5.      Siemens ICM Wireless Modules ...................................................................................... 163
 6.      Sierra Wireless................................................................................................................. 164
 7.      Sony Ericsson .................................................................................................................. 164

D.     Japanese Handset Suppliers ............................................................................. 165
 1.      Casio and Hitachi ............................................................................................................. 166
 2.      Fujitsu............................................................................................................................... 166
 3.      Mitsubishi ......................................................................................................................... 166
 4.      NEC.................................................................................................................................. 167
 5.      Panasonic Mobile Communications................................................................................. 168
 6.      Sanyo ............................................................................................................................... 169
 7.      Sharp................................................................................................................................ 169
 8.      Sony Ericsson Mobile Communications .......................................................................... 169
 9.      Toshiba Mobile Communications..................................................................................... 170

E.     3G WCDMA & CDMA-1xEV-DO Handset & Card Suppliers ............................. 172
 1.      BenQ WCDMA ................................................................................................................. 174
 2.      LG Electronics.................................................................................................................. 174
 3.      Motorola, Inc. ................................................................................................................... 174
 4.      NEC.................................................................................................................................. 175
 5.      Nokia ................................................................................................................................ 176
 6.      Novatel ............................................................................................................................. 177
 7.      Panasonic ........................................................................................................................ 177
 8.      Samsung .......................................................................................................................... 177
 9.      Sanyo ............................................................................................................................... 178
 10.      Sharp............................................................................................................................. 178
 11.      Siemens Mobile............................................................................................................. 179
 12.      Sony Ericsson ............................................................................................................... 179

F.     Joint Venture Handset Suppliers....................................................................... 180
 1.      Beijing SE Putian Mobile Communications...................................................................... 180
 2.      Casio & Hitachi................................................................................................................. 181
 3.      CEC Telecom & BenQ ..................................................................................................... 181
 4.      Fujitsu & Mitsubishi .......................................................................................................... 181
 5.      Ningbo Bird and Sagem Mobile Co Development Partnership........................................ 181
 6.      NEC, Matsushita & Huawei –Cosmobic 3G JV ............................................................... 181
 7.      NEC/SINA Content Partnership ....................................................................................... 181
 8.      Siemens AG & Huawei Technologies (for TD-SCDMA) .................................................. 182
 9.      Siemens Mobile & Ningbo Bird JV ................................................................................... 182
 10.       STEP Technologies (Beijing) ........................................................................................ 182
 11.       TCL & Alcatel Mobile Phones JV .................................................................................. 183

G.     PDC/PHS Handset Suppliers.............................................................................. 184
 1.      NEC.................................................................................................................................. 185
 2.      Panasonic ........................................................................................................................ 185
 3.      Sony Ericsson .................................................................................................................. 186

H.     GPS Cellular Phones........................................................................................... 186
 1.      Overview .......................................................................................................................... 186
 2.      Bell Mobility’s CDMA-GPS Roadside Assistance ............................................................ 188
 3.      Benefon Esc! NT2002...................................................................................................... 188
 4.      Garmin GPS NavTalk ...................................................................................................... 188
 5.      Hughes Satellite phone (900 MHz GSM + GPS)............................................................. 188
 6.      Nextel Java phones (iDEN + GPS receiver) .................................................................... 189



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     7.      Nokia and GPS ................................................................................................................ 189
     8.      Sprint PCS CDMA 1x GPS Phones ................................................................................. 190
     9.      Telus Mobility GPS-CDMA1x Phones (Canada) ............................................................. 190
     10.      Verizon and CDMA-1x GPS phones............................................................................. 190
     11.      3G WCDMA phones on + GPS receiver....................................................................... 191
     12.      Japan FOMA and CDMA GPS phones......................................................................... 191

I.         TDMA/AMPS Handset Suppliers ........................................................................ 192
     1.      Motorola ........................................................................................................................... 192
     2.      Nokia ................................................................................................................................ 192
     3.      Panasonic Mobile Communications................................................................................. 193

J.         iDEN Handset Suppliers ..................................................................................... 193
     1.      Motorola ........................................................................................................................... 193
     2.      BlackBerry........................................................................................................................ 194

K.         PHS & PAS Handset Suppliers .......................................................................... 194
     1.      Beijing SE Putian Mobile Communications...................................................................... 195
     2.      Huawei ............................................................................................................................. 195
     3.      Kyocera ............................................................................................................................ 195
     4.      Sanyo Electric .................................................................................................................. 195
     5.      Sharp................................................................................................................................ 195
     6.      UTStarcom ....................................................................................................................... 195
     7.      ZTE .................................................................................................................................. 196

L.         i-mode Handset Suppliers .................................................................................. 197
     1.      Mitsubishi ......................................................................................................................... 198
     2.      NEC.................................................................................................................................. 198
     3.      Vitelcom Mobile Technology ............................................................................................ 198

M.           Portable Gaming Device Suppliers ................................................................. 200
     1.      Nokia ................................................................................................................................ 200
     2.      Sony Computer Entertainment......................................................................................... 200
     3.      Nintendo........................................................................................................................... 201

N.         WLAN-Equipped Handset Suppliers ................................................................. 201
     1.      Calypso Wireless ............................................................................................................. 202
     2.      Cisco's Wireless IP Phone ............................................................................................... 203
     3.      First Dual-Network 3G FOMA Handset ........................................................................... 204
     4.      Kineto Wireless ................................................................................................................ 205
     5.      Motorola ........................................................................................................................... 205
     6.      Motorola & NEC America................................................................................................. 206
     7.      Nokia ................................................................................................................................ 206
     8.      Vocera Communications.................................................................................................. 206
     9.      ZyXEL .............................................................................................................................. 206


IX.          ASIA-PACIFIC HANDSET OEMS & ODMS ...........................................208

A.         Handset Outsourcing.......................................................................................... 209

B.         Asian Manufacturing Trends.............................................................................. 210

C.         South Korean Handset ODMS............................................................................ 212
     1.      Global External Handset Market Positions ...................................................................... 215


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     2.      Domestic Korea Market Shares ....................................................................................... 217
     3.      LG Electronics.................................................................................................................. 219
     4.      Motorola ........................................................................................................................... 219
     5.      Nokia ................................................................................................................................ 219
     6.      Pantech & Curitel (P&C) .................................................................................................. 220
     7.      Samsung Electronics ....................................................................................................... 221
     8.      Sewon Telecom ............................................................................................................... 221
     9.      Telson Electronics............................................................................................................ 221

D.         Taiwan Handset ODMs ....................................................................................... 223
     1.      Arima Communications Inc. ............................................................................................. 225
     2.      BenQ ................................................................................................................................ 226
     3.      Compal Communications................................................................................................. 226
     4.      Compal Electronics .......................................................................................................... 226
     5.      Dbtel................................................................................................................................. 227
     6.      GVC-Lite-On Technology Corp........................................................................................ 228
     7.      Hon Hai Precision (Foxcom, an EMS) ............................................................................. 228
     8.      Quanta Computer Inc....................................................................................................... 229

E.         China Handset OEM Suppliers........................................................................... 230
     1.      Eastern Communications (Eastcom) ............................................................................... 233
     2.      Haier Group...................................................................................................................... 234
     3.      Kejian ............................................................................................................................... 234
     4.      Lenovo (Legend) .............................................................................................................. 234
     5.      Ningbo Bird ...................................................................................................................... 235
     6.      Panda Communications/Nanjing Panda .......................................................................... 235
     7.      Siemens-Huawei Technologies Co. Ltd........................................................................... 235
     8.      Samsung-Eastcom Network Technology Co. Ltd. ........................................................... 236
     9.      Soutec .............................................................................................................................. 236
     10.       TCL Mobile.................................................................................................................... 236


X.         CHIP SUPPLIER MARKET SHARES .......................................................239

A.         Handset Chip Market by Type ............................................................................ 239

B.         Overall Handset (non-memory) Chip Market Shares ....................................... 240

C.         Digital Baseband Processor Chip Market Shares ............................................ 242

D.         Analog Baseband Processor/Power Management Market Shares ................. 244

E.         RF Transceiver Chip Market Shares.................................................................. 245
     1.      EDGE RF Transceiver Market Shares............................................................................. 246

F.         RF Power Amplifier Chip Market Shares........................................................... 248

G.         Application Processor Chip Market Shares...................................................... 249

H.         Camera Sensor Chip Market Shares ................................................................. 250

I.         Bluetooth® Chip Market Shares ........................................................................ 252

J.         Color Display Chip Market Shares..................................................................... 253



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K.     Ringtone & MP3 Chip Markets ........................................................................... 254

XI.      CHIP FORECAST ...................................................................................255

A.     Chip Market Revenue Forecast for 2003-2008.................................................. 256

XII.     CHIP VENDOR PROFILES.....................................................................257

A.     WCDMA Chip Supplier Status............................................................................ 259

B.     GSM/GPRS/EDGE Baseband Chip Suppliers ................................................... 262
 1.      Overview .......................................................................................................................... 262
 2.      Agere Systems................................................................................................................. 263
 3.      Analog Devices ................................................................................................................ 265
 4.      Broadcom......................................................................................................................... 267
 5.      Freescale Semiconductor ................................................................................................ 268
 6.      Infineon Technologies...................................................................................................... 271
 7.      Intel .................................................................................................................................. 271
 8.      National Semiconductor (GSM) ....................................................................................... 273
 9.      Philips Semiconductor ..................................................................................................... 273
 10.       Skyworks Solutions ....................................................................................................... 274
 11.       STMicroelectronics........................................................................................................ 275
 12.       Texas Instruments......................................................................................................... 275

C.     CDMA/CDMA2000/CDMA 1x-EV-DO/DV Baseband Chip Suppliers................ 279
 1.      EoNex Technologies........................................................................................................ 280
 2.      Qualcomm........................................................................................................................ 281
 3.      STMicroelectronics and Texas Instruments..................................................................... 283
 4.      VIA Telecom..................................................................................................................... 283

D.     WCDMA Baseband Chip Suppliers.................................................................... 285
 1.      Agere Systems................................................................................................................. 287
 2.      Broadcom......................................................................................................................... 288
 3.      EoNex Technologies........................................................................................................ 289
 4.      Ericsson Mobile Platforms ............................................................................................... 290
 5.      Freescale Semiconductor ................................................................................................ 291
 6.      Icera Semiconductor ........................................................................................................ 291
 7.      Intel .................................................................................................................................. 292
 8.      Modem-Art ....................................................................................................................... 292
 9.      PrairieComm .................................................................................................................... 292
 10.       Qualcomm..................................................................................................................... 294
 11.       Renesas Technology Corp............................................................................................ 295
 12.       Texas Instruments......................................................................................................... 295

E.     TD-SCDMA Chip & IP Suppliers......................................................................... 296
 1.      Analog Devices ................................................................................................................ 297
 2.      Alcatel Shanghai Bell (ASB) ............................................................................................ 298
 3.      Chongqing Chongyou Information Technology (CYIT).................................................... 298
 4.      Commit............................................................................................................................. 298
 5.      Maxim............................................................................................................................... 298
 6.      RTX Telecom ................................................................................................................... 299
 7.      T3G .................................................................................................................................. 299
 8.      Spreadtrum Communications .......................................................................................... 300



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F.         Global Positioning (GPS) Chip Set Suppliers................................................... 301
     1.      Overview .......................................................................................................................... 301
     2.      Ceva................................................................................................................................. 301
     3.      Fujitsu Microelectronics ................................................................................................... 302
     4.      Global Locate ................................................................................................................... 303
     5.      Infineon & Xemics ............................................................................................................ 304
     6.      NEC.................................................................................................................................. 304
     7.      Nemerix............................................................................................................................ 305
     8.      Qualcomm/SnapTrack ..................................................................................................... 305
     9.      RFMD............................................................................................................................... 305
     10.       SiGe Semiconductor ..................................................................................................... 305
     11.       SiRF Technology........................................................................................................... 306
     12.       STMicroelectronics........................................................................................................ 307
     13.       Texas Instruments......................................................................................................... 308
     14.       Trimble (GPS Module) .................................................................................................. 308
     15.       Xemics........................................................................................................................... 309
     16.       Zarlink Semiconductor .................................................................................................. 309

G.         Bluetooth RF & Baseband Chip Suppliers........................................................ 310
     1.      Broadcom......................................................................................................................... 311
     2.      Cambridge Silicon Radio ................................................................................................. 312
     3.      Oki Electric Industry ......................................................................................................... 312
     4.      Infineon Technologies...................................................................................................... 312
     5.      Freescale Semiconductor ................................................................................................ 313
     6.      National Semiconductor................................................................................................... 314
     7.      RF Micro Devices/Silicon Wave....................................................................................... 314
     8.      Texas Instruments............................................................................................................ 314
     9.      Xemics S.A....................................................................................................................... 315

H.         Ring Tone and Sound Chip Suppliers............................................................... 316
     1.      Analog Devices, Texas Instruments ................................................................................ 316
     2.      Qualcomm’s CMX and AAC............................................................................................. 316
     3.      Rohm................................................................................................................................ 316
     4.      Yamaha............................................................................................................................ 317

I.         DSP Core Suppliers ............................................................................................ 319
     1.      ARM/TTPCom.................................................................................................................. 319
     2.      Ceva. Inc. ......................................................................................................................... 319
     3.      StarCore LLC ................................................................................................................... 320

J.         Camera Sensor and Camera Chip Processors................................................. 322
     1.      Agilent (CMOS Chip Camera modules) ........................................................................... 323
     2.      IC Media Corporation (CMOS image sensors) ................................................................ 324
     3.      Micron Matrix.................................................................................................................... 325
     4.      OmniVision Technologies ............................................................................................... 325
     5.      PixelPlus .......................................................................................................................... 326
     6.      Samsung Electronics (1.3 MPixel CMOS Sensors)......................................................... 326
     7.      Seiko-Epson ( ACDT CMOS sensors) ............................................................................. 327
     8.      Sharp Microelectronics (CMOS or CCD Modules) .......................................................... 327
     9.      Sony (CCD Modules) ....................................................................................................... 327
     10.       STMicroelectronics........................................................................................................ 328
     11.       Toshiba.......................................................................................................................... 328
     12.       TransChip...................................................................................................................... 329

K.         Mobile Graphics Coprocessors ......................................................................... 330


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 1.      Atsana .............................................................................................................................. 331
 2.      Broadcom (Alphamosaic)................................................................................................. 331
 3.      Fujitsu............................................................................................................................... 331
 4.      Nazomi Communications ................................................................................................. 332
 5.      NVIDIA ............................................................................................................................. 333
 6.      ViMicro ............................................................................................................................. 334
 7.      Zoran (Emblaze Semiconductor) ..................................................................................... 334

L.     Application Processors ...................................................................................... 336
 1.      Freescale Semiconductor ................................................................................................ 340
 2.      Intel .................................................................................................................................. 341
 3.      NeoMagic ......................................................................................................................... 342
 4.      Qualcomm........................................................................................................................ 344
 5.      Renesas (SH-Mobile)....................................................................................................... 346
 6.      Samsung .......................................................................................................................... 347
 7.      STMicroelectronics........................................................................................................... 348
 8.      Texas Instruments............................................................................................................ 349

M.       Small Color Display Driver Suppliers (STN, OLED)....................................... 351
 1.      Clare-Micronix .................................................................................................................. 352
 2.      Epson Seiko ..................................................................................................................... 353
 3.      Leadis............................................................................................................................... 354
 4.      Philips Semiconductor ..................................................................................................... 354
 5.      Renesas (Hitachi)............................................................................................................. 354
 6.      Samsung .......................................................................................................................... 356
 7.      Sanyo ............................................................................................................................... 356
 8.      Sharp................................................................................................................................ 357
 9.      Solomon Systech ............................................................................................................. 357
 10.      Toshiba.......................................................................................................................... 358

N.     Software Suppliers.............................................................................................. 360
 1.      ATR (Advanced Telecommunications Research Institute) .............................................. 360
 2.      Blue Mug .......................................................................................................................... 360
 3.      Comsys ............................................................................................................................ 360
 4.      Magic4.............................................................................................................................. 361
 5.      Opera Software ................................................................................................................ 361
 6.      PacketVideo ..................................................................................................................... 361
 7.      Sasken ............................................................................................................................. 362
 8.      Symbian ........................................................................................................................... 362
 9.      TTPCom........................................................................................................................... 362
 10.       Wavecom, SA ............................................................................................................... 364

O.     R.F. Transceiver & Power Amplifier Suppliers ................................................. 365
 1.      Airoha Technology ........................................................................................................... 365
 2.      Analog Devices ................................................................................................................ 366
 3.      Berkäna Wireless ............................................................................................................. 366
 4.      Freescale ......................................................................................................................... 367
 5.      Infineon ............................................................................................................................ 367
 6.      Maxim............................................................................................................................... 368
 7.      Philips............................................................................................................................... 369
 8.      Qualcomm........................................................................................................................ 370
 9.      RF Micro Devices............................................................................................................. 371
 10.       Sequoia Communications ............................................................................................. 373
 11.       Silicon Laboratories....................................................................................................... 373
 12.       Sirific Wireless............................................................................................................... 374



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 13.        Skyworks Solutions ....................................................................................................... 375
 14.        Sony Semiconductor ..................................................................................................... 376
 15.        STEPMIND.................................................................................................................... 376
 16.        STMicroelectronics........................................................................................................ 376
 17.        Texas Instruments......................................................................................................... 377
 18.        Tropian .......................................................................................................................... 378
 19.        Zarlink Semiconductor .................................................................................................. 378

P.      Power Amplifier Suppliers.................................................................................. 380
 1.       Anadigics.......................................................................................................................... 381
 2.       Philips............................................................................................................................... 382
 3.       RF Micro Devices............................................................................................................. 382
 4.       SiGe Semiconductor ........................................................................................................ 383
 5.       Silicon Laboratories ......................................................................................................... 384
 6.       Skyworks.......................................................................................................................... 384


XIII.       WORLDWIDE SUBSCRIBER/HANDSET FORECASTS .....................385

A.      Worldwide Subscriber Forecasts ...................................................................... 385
 1.       WCDMA and EV-DO 3G Subscribers.............................................................................. 386
 2.       PHS & PDC Subscriber Situations in China & Japan ...................................................... 387
 3.       GSM Subscriber Growth .................................................................................................. 388
 4.       CDMA Subscribers........................................................................................................... 393

B.      Worldwide Handset Forecast ............................................................................. 394

C.      Handset Average Final Prices (AFPs) ............................................................... 395
 1.       Worldwide CDMA Handset Sales .................................................................................... 398
 2.       Worldwide GSM Handset Sales....................................................................................... 399
 3.       Worldwide PDC/PHS/IDEN/TDMA/AMPS Handset Sales............................................... 400
 4.       Voice-Centric Handsets vs. Data-Centric Sales .............................................................. 401


XIV.        NORTH AMERICA ...............................................................................403

A.      North American Subscriber Statistics by Country 2003-2005 ........................ 404

B.      Subscriber Base by Mobile Technology ........................................................... 405

C.      N.A. Subscriber & Handset Forecast: 2003-2008 ............................................. 408

D.      United States ....................................................................................................... 409

E.      Canada ................................................................................................................. 412
 1.       Bell Mobility Inc. ............................................................................................................... 413
 2.       Rogers Wireless............................................................................................................... 413
 3.       Manitoba Telecom Services (MTS Mobility) .................................................................... 414
 4.       Microcell Telecommunications Inc. (Fido) ....................................................................... 414
 5.       SaskTel Mobility ............................................................................................................... 415
 6.       TELUS Mobility ................................................................................................................ 415

F.      Central America................................................................................................... 416




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XV.         WESTERN EUROPE ..............................................................................418

A.        Forecast of Subscribers by Country In Western Europe: 2003-2008 ............. 419

B.        W. Europe Forecast of Subscribers & Handsets: 2003-2008 .......................... 420

C.        Austria .................................................................................................................. 421
     1.     Hutchison Whampoa (3 Austria) ...................................................................................... 421
     2.     Telekom Austria AG (Mobilkom Austria Group)............................................................... 421
     3.     Tele.ring Telekom ............................................................................................................ 422

D.        BELGIUM.............................................................................................................. 422
     1.     BASE (KPN)..................................................................................................................... 422
     2.     Belgacom Mobile SA, (25% Vodafone) ........................................................................... 422
     3.     Mobistar (Orange Subsidiary) .......................................................................................... 423

E.        FRANCE ............................................................................................................... 423
     1.     France Telecom ............................................................................................................... 424

F.        GERMANY ............................................................................................................ 426
     1.     E-Plus Mobilfunk .............................................................................................................. 426
     2.     T-Mobile ........................................................................................................................... 426

G.        GREECE ............................................................................................................... 428
     1.     Hellenic Telecommunications (COSMOTE) .................................................................... 428
     2.     TIM’s STET Hellas S.S (TELESTET)............................................................................... 429

H.        IRELAND .............................................................................................................. 429

I.        ITALY .................................................................................................................... 429
     1.     Telecom Italia S.p.A. (Italy and Latin America)................................................................ 429
     2.     WIND................................................................................................................................ 430

J.        NETHERLANDS ................................................................................................... 430
     1.     KPN MOBILE (Netherlands, Germany and Belgium) ...................................................... 430

K.        PORTUGAL .......................................................................................................... 431
     1.     Portugal Telecom, SGPS, S.A., (T MIL) .......................................................................... 431

L.        SCANDINAVIA ..................................................................................................... 432
     1.     Oy Elisa Mobile (Radiolinja), Finland ............................................................................... 433
     2.     Tele2 AB, Sweden ........................................................................................................... 433
     3.     Telenor ASA, Norway ...................................................................................................... 434
     4.     TeliaSonera (Denmark, Finland, Norway, and Sweden) ................................................. 435

M.          SPAIN................................................................................................................. 436
     1.     Telefonica Moviles SA (Telefonica Mobiles).................................................................... 436

N.        SWITZERLAND .................................................................................................... 438
     1.     Swisscom Mobile AG ....................................................................................................... 438
     2.     TDC A/S (TDC Switzerland) ........................................................................................... 439

O.        TURKEY ............................................................................................................... 440



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 1.      Turkcell Iletisim Hizmetleri A.S ........................................................................................ 440

P.     UNITED KINGDOM .............................................................................................. 441
 1.      mmO2 plc ( UK, Germany and Ireland) ........................................................................... 441
 2.      Vodafone Group Plc (The Group), ................................................................................... 443


XVI.       EASTERN EUROPE.............................................................................447

A.     Eastern Europe Forecast: Subscriber & Handset Growth ‘03-‘08 .................. 447

B.     Eastern Europe Forecast: Subscriber Growth by Country ‘03-‘05 ................. 448

C.     Operators ............................................................................................................. 450

D.     Russian Market Handset Supplier Shares ........................................................ 452

E.     Operator Profiles ................................................................................................. 452
 1.      Belarus (Mobile Tele Systems) ........................................................................................ 452
 2.      Croatia (Telekom Austria VIPNET) .................................................................................. 452
 3.      Hungary (Vodafone)......................................................................................................... 453
 4.      Hungary & Ukraine (Telenor Mobile-Pannon & Kyivstar) ................................................ 453
 5.      MATAV, Hungarian Telecommunications Co. Ltd (Westel Mobile) ................................. 454
 6.      Poland (Vodafone) ........................................................................................................... 454
 7.      Romania (Orange) ........................................................................................................... 455
 8.      Russia, Ukraine & Belarus (Mobile TeleSystems) .......................................................... 455
 9.      Russia (Vimpel-Communications).................................................................................... 457
 10.      Slovakia (Orange-Romania) ......................................................................................... 458
 11.      T-Mobile (Hungary-Westel, CZ, Croatia-HT Mobile)..................................................... 458
 12.      Tele2 (Russia, Estonia, Latvia, Liechtenstein, Lithuania) ............................................. 459
 13.      TeliaSonera (Estonia, Latvia, Lithuania, NW Russia)................................................... 459
 14.      Ukraine (UMC and Kyivstar Operators) ........................................................................ 460


XVII.      JAPAN..................................................................................................461

A.     Forecast of Japan’s Subscriber & Handset Growth 2003-2008 ...................... 461

B.     Japan’s Unique Market ....................................................................................... 462
 1.      Service Operator Summary ............................................................................................. 463
 2.      Japanese Handset Suppliers ........................................................................................... 464
 3.      SMS and E-mail Messaging............................................................................................. 467
 4.      Games & Entertainment................................................................................................... 467
 5.      GPS-Enabled Phones...................................................................................................... 468
 6.      Summary.......................................................................................................................... 468

C.     Japanese Service Operator Profiles.................................................................. 469
 1.      NTT DoCoMo ................................................................................................................... 471
 2.      KDDI................................................................................................................................. 473
 3.      J-Phone (Vodafone, Japan) ............................................................................................. 473


XVIII.        KOREA...............................................................................................475

A.     Forecast of Subscriber & Handset Growth 2003-2008.................................... 475


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B.     Korean Handset Supplier Market Share............................................................ 477

C.     South Korean Operators..................................................................................... 477
 1.      SK Telecom...................................................................................................................... 478
 2.      KT Freetel ........................................................................................................................ 479

D.     North Korean Operators ..................................................................................... 480

XIX.       CHINA...................................................................................................481

A.     China’s Subscriber & Handset Growth 2003-2008 ........................................... 481

B.     China’s Domestic Handset Vendor Positioning ............................................... 484
 1.      Handset Quality Issues in China...................................................................................... 490
 2.      Taiwan & Korea ODM Relationships with Chinese OEMs............................................... 490
 3.      Domestic Market Share Growth in China ........................................................................ 491

C.     China Operators and Subscriber Types............................................................ 494
 1.      China Mobile .................................................................................................................... 494
 2.      China Unicom................................................................................................................... 495
 3.      China Telecom Corporation Limited ................................................................................ 496


XX.      INDIA ......................................................................................................499

A.     Overview .............................................................................................................. 499

B.     India’s Subscriber & Handset Growth 2003-2008............................................. 500

C.     Handset Suppliers............................................................................................... 502

D.     Indian Leading Operators................................................................................... 503
 1.      BHARTI TELEVENTURES-AIRTEL (GSM)..................................................................... 503
 2.      BSNL (GSM) .................................................................................................................... 504
 3.      Hexacom-Oasis (GSM).................................................................................................... 504
 4.      Hutchison Essar (GSM/GPRS) ........................................................................................ 504
 5.      Hutchison Telecom East (GSM) ...................................................................................... 505
 6.      IDEA Cellular (GSM/GPRS)............................................................................................. 505
 7.      MTNL-Mahanagar Telephone Nigam Limited (GSM) ...................................................... 506
 8.      Reliance Infocomm (CDMA2000 WLL)............................................................................ 506
 9.      Reliance Telecom Ltd (GSM)........................................................................................... 506
 10.       Tata Telsystems (CDMA-WLL) ..................................................................................... 507


XXI.       SOUTH AMERICA................................................................................509

A.     Overview .............................................................................................................. 509

B.     South American Subscriber & Handset Growth: ‘03-‘08 ................................. 510

C.     South American Subscriber Growth by Country: ‘01-‘05 ................................ 510

D.     South American Operators & Technology by Country: 2003......................... 512



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E.         Latin American Air Technology Growth by Region: 2003-2004..................... 515

F.         Brazil .................................................................................................................... 517
     1.      América Móvil, S.A. de C.V. (GSM/TDMA)...................................................................... 518
     2.      Brasil Telecom (GSM)...................................................................................................... 520
     3.      Oi (GSM) .......................................................................................................................... 520
     4.      Telefonica Moviles (CDMA and GSM/GPRS).................................................................. 521
     5.      Telemig Celular Participações S.A. (TDMA/GSM1800) ................................................. 522
     6.      Telecom America’s- Claro (TDMA and GSM).................................................................. 523
     7.      Telecom Italia Mobile S.p.A. (GSM)................................................................................. 523
     8.      Tele Nordeste Celular Participações S.A. (GSM)........................................................... 523
     9.      TIM-Tele Celular Sul Participacoes SA (TDMA/GSM)..................................................... 524
     10.       Vivo (CDMA) ................................................................................................................. 524

G.         Ecuador ................................................................................................................ 525

XXII.          UNDEVELOPED ASIA & MIDDLE EAST ............................................527

A.         Overview .............................................................................................................. 527

B.         Forecast of Subscriber & Handset Growth for SE Asia: ‘02-‘08 ..................... 528

C.         Forecast of Middle East Subscriber Growth & Statistics by Country ‘01-‘05 529

D.         Southeast Asia Subscriber Growth & Statistics by Country ‘01-‘05 .............. 530

E.         Undeveloped Asia/ME Operator & Air Interface Statistics by Country .......... 531

F.         Handset Suppliers to the Region....................................................................... 533

G.         Status of 3G Deployments in S.E. Asia ............................................................. 534

H.         Southeast Asia GSM/GPRS Operators.............................................................. 534
     1.      Advanced Info Service (AIS), Thailand............................................................................ 534
     2.      Chunghwa Telecom Co., Ltd., Taiwan (8.3 mil)............................................................... 535
     3.      CSL, Hutchison, Peoples, SmarTone, Sunday (Hong Kong) .......................................... 536
     4.      Far EasTone .................................................................................................................... 536
     5.      Irancell/Turkcell (Iran) ...................................................................................................... 537
     6.      Orange-ACT Mobile (Thailand)........................................................................................ 537
     7.      P.T. Telekomunikasi Selular (Indonesia -9.6 mil) ............................................................ 538
     8.      Partner Communications company Ltd. (Israel) .............................................................. 538
     9.      Singapore Telecommunications....................................................................................... 539
     10.       Telenor Mobile .............................................................................................................. 540
     11.       Yemen Mobile, SabaFon, Spacetel-Yemen (Yemen)................................................... 540

I.         VIETNAM .............................................................................................................. 541
     1.      SLD Telecom ................................................................................................................... 541
     2.      Vietel, Vietnam’s Military Telecommunications company ................................................ 541
     3.      Vinaphone & MobiFone. .................................................................................................. 541


XXIII.            OCEANIA & AUSTRALIA..................................................................543




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A.    Overview .............................................................................................................. 543

B.    Oceania Subscriber Growth by Country: 2001-2005........................................ 544

C.    Oceania Subscribers & Handset Shipments: 2002-2008 ................................. 545

D.    Oceania Operators .............................................................................................. 546
 1.     AAPT Limited ................................................................................................................... 546
 2.     SingTel Optus Pty Ltd. ..................................................................................................... 546
 3.     Telecom Corporation of New Zealand Ltd ....................................................................... 547
 4.     Telstra Corporation Ltd. ................................................................................................... 547
 5.     Puerto Rico ...................................................................................................................... 548


XXIV.        FRANKENPHONE? ...........................................................................549

XXV.      APPENDIX............................................................................................551

A.    WIRELESS ACRONYMS & ABBREVIATIONS ................................................... 551

B.    Semiconductor Process Definitions.................................................................. 557

C.    Wireless Glossary ............................................................................................... 559

D.    INDEX ................................................................................................................... 564




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Figures
FIGURE 1 WORLDWIDE HANDSET SHIPMENTS BY AIR INTERFACE: 2004................................... 5
FIGURE 2 WORLDWIDE CELLULAR HANDSET SHIPMENTS: ’03-‘08 .............................................. 6
FIGURE 3 WORLDWIDE HANDSET SHIPMENTS BY AIR INTERFACE: 2008................................... 6
FIGURE 4 HANDSET REVENUE BY TECHNOLOGY 2001- 2008.......................................................... 7
FIGURE 5 VOICE-CENTRIC VS. DATA-CENTRIC HANDSET SALES GROWTH............................... 8
FIGURE 6 CHIP SET REVENUE GROWTH FOR 2001-2008.................................................................... 9
FIGURE 7 CAMERA PHONE MARKET GROWTH 2001-2008 ................................................................ 9
FIGURE 8 THE MIGRATION OF CELLULAR TECHNOLOGIES ......................................................... 11
FIGURE 9 VOICE CHANNEL CAPACITY COMPARISON (AMPS=1) ................................................. 12
FIGURE 10 BASIC 2G CELLPHONE BLOCK DIAGRAM ..................................................................... 14
FIGURE 11 GSM CHIP SET SOLUTION .................................................................................................. 16
FIGURE 12 BASIC CDMA HANDSET BLOCK DIAGRAM ................................................................... 20
FIGURE 13 EXAMPLE GSM/GPRS BASEBAND CHIP SET (TCS2700)............................................... 21
FIGURE 14 TI/STM CDMA2000 1X CHIP SET BLOCK DIAGRAM ..................................................... 31
FIGURE 15 WCDMA SUBSCRIBERS BY OPERATOR: 2003 ............................................................... 46
FIGURE 16 TI’S WCDMA CHIP SET ARCHITECTURE ....................................................................... 48
FIGURE 17 JAPAN WIRELESS SUBSCRIBERS: FOMA VS. CDMA 1X .............................................. 66
FIGURE 18 CDMA HANDSET MARKET SHARE: 2000-2004 ............................................................... 68
FIGURE 19 HANDSET REVENUE IMPACT AS WIRELESS DATA SERVICE GROWS 2002-2008 .. 68
FIGURE 20 COLOR PHONE ADOPTION RATE IN JAPAN................................................................... 70
FIGURE 21 HANDSET SALES PERCENTAGE BY SCREEN TYPE: 2004 ........................................... 72
FIGURE 22 HANDSET SALES PERCENTAGE BY SCREEN TYPE: 2003 ........................................... 72
FIGURE 23 PHONE EVOLUTION: SOFTWARE REQUIREMENTS ..................................................... 76
FIGURE 24 HIGH-LEVEL HANDSET O/S SHIPMENTS: 2004 .............................................................. 78
FIGURE 25 SMARTPHONE GROWTH COMPARED TO OTHER PHONES 2003-2008 ...................... 79
FIGURE 26 CAMERA PHONE HANDSET PENETRATION 2002-2008 ................................................ 86
FIGURE 27 CAMERA/MMS HANDSET MODEL COUNTS BY SUPPLIER–Q2/04 ............................. 87
FIGURE 28 COST OF GPRS TRANSFERS IN WESTERN EUROPE...................................................... 90
FIGURE 29 MOBILE GAMING REVENUES 2003-2008 ......................................................................... 93
FIGURE 30 HANDSET UNIT SHIPMENTS BY AIR STANDARD: 2004............................................. 107
FIGURE 31 HANDSET REVENUE MARKET SHARES: 3Q/04............................................................ 108
FIGURE 32 HANDSET SUPPLIERS’ 2004 UNIT GROWTH RATES................................................... 113
FIGURE 33 GSM+GPRS+EDGE HANDSET SUPPLIER SHIPMENTS: 2004 ...................................... 115
FIGURE 34 CDMA HANDSET SUPPLIER MARKET SHARES: 2004................................................. 116
FIGURE 35 WCDMA HANDSET SUPPLIER SHARES: 2004............................................................... 117
FIGURE 36 TDMA HANDSET SUPPLIER MARKET SHARES: 2004 ................................................. 118
FIGURE 37 PDC SUPPLIER MARKET SHARES: 2004......................................................................... 119
FIGURE 38 CHINA’S PHS/PAS HANDSET SHIPMENTS BY VENDOR: 2004 .................................. 121
FIGURE 39 CDMA SUBSCRIBERS BY GEOGRAPHY: 2003 .............................................................. 148
FIGURE 40 CDMA HANDSET SHIPMENTS BY AIR INTERFACE TYPE ......................................... 148
FIGURE 41 CDMA HANDSET SUPPLIER MARKET SHARES: 2004................................................. 149
FIGURE 42 GSM+GPRS+EDGE HANDSET SHIPMENTS BY VENDOR: 2004 ................................. 157
FIGURE 43 EDGE HANDSET SHIPMENTS: 2004 ................................................................................ 161
FIGURE 44 WCDMA HANDSET SHIPMENTS BY VENDOR: 2004 ................................................... 172
FIGURE 45 PDC HANDSET SHIPMENTS BY VENDOR: 2004 ........................................................... 184
FIGURE 46 PHS/PAS/PDC HANDSET SHIPMENTS BY VENDOR: 2004 .......................................... 185
FIGURE 47 TDMA/IDEN HANDSET SHIPMENTS BY VENDOR: 2004............................................. 192
FIGURE 48 CHINA TELECOM CELLULAR/WI-FI NETWORK.......................................................... 202
FIGURE 49 CISCO’S WI-FI PHONE ....................................................................................................... 203
FIGURE 50 THE ZYXEL WI-FI PHONE................................................................................................. 207
FIGURE 51 GLOBAL VS. KOREAN HANDSET SUPPLIER SHARES................................................ 215
FIGURE 52 KOREAN HANDSET EXPORTS BY REGIONS ................................................................ 216
FIGURE 53 KOREAN HANDSET SUPPLIERS SHARE OF DOMESTIC MARKET: 2004................. 217
FIGURE 54 HANDSET CHIP MARKET BY TYPE................................................................................ 239


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FIGURE 55 OVERALL (NON-MEMORY) HANDSET CHIP SUPPLIER RANKING: 2004 ............... 240
FIGURE 56 DIGITAL BASEBAND PROCESSOR VENDOR MARKET SHARES: 2004.................... 242
FIGURE 57 ANALOG BASEBAND/POWER MANAGEMENT CHIP SALES BY VENDOR: 2004... 244
FIGURE 58 RF TRANSCEIVER CHIP VENDOR MARKET SHARES: 2004....................................... 245
FIGURE 59 EDGE RF TRANSCEIVER SALES BY VENDOR: 2004.................................................... 247
FIGURE 60 HANDSET POWER AMPLIFIER VENDOR MARKET SHARES: 2004........................... 248
FIGURE 61 APPLICATION PROCESSOR TYPES................................................................................. 249
FIGURE 62 APPLICATION PROCESSOR VENDOR MARKET SHARES: 2004 ................................ 249
FIGURE 63 CAMERA CHIP MARKET VENDOR SHARES ................................................................. 250
FIGURE 64 HANDSET BLUETOOTH VENDOR MARKET SHARES................................................. 252
FIGURE 65 COLOR DISPLAY DRIVER CHIP VENDOR MARKET SHARES: 2004 ......................... 253
FIGURE 66 HANDSET CHIP SALES BY TYPE: 2001-2008 ................................................................. 255
FIGURE 67 SMARTPHONE INTERFACE STANDARDS ..................................................................... 258
FIGURE 68 3G HANDSET CHIP & SOFTWARE SUPPLIERS ............................................................. 261
FIGURE 69 GSM/GPRS DIGITAL BASEBAND CHIP SHIPMENTS BY VENDOR: 2004 ................. 262
FIGURE 70 EDGE DIGITAL BASEBAND CHIP SALES BY VENDOR: 2004 .................................... 263
FIGURE 71 CURRENT SMARTPHONE ARCHITECTURE W/BLUETOOTH, GPS & WLAN .......... 269
FIGURE 72 BLOCK DIAGRAM OF FREESCALE’S MXC CONVERGED ARCHITECTURE........... 270
FIGURE 73 CDMA BASEBAND CHIP SALES BY VENDOR: 2004 .................................................... 279
FIGURE 74 UMTS/CDMA DIGITAL BASEBAND CHIP SHIPMENTS BY VENDOR: 2004............. 286
FIGURE 75 UMTS/WCDMA DIGITAL BASEBAND CHIP SALES BY VENDOR: 2004 ................... 287
FIGURE 76 APPLICATION PROCESSOR/GRAPHICS CHIP SALES BY VENDOR: 2004................ 330
FIGURE 77 REQUIRED CELLPHONE PROCESSING POWER VS. SINGLE-CORE DSP................. 336
FIGURE 78 APPLICATION PROCESSOR/BASEBAND PROCESSOR ARRANGEMENT ................ 337
FIGURE 79 ROLES OF BASEBAND AND APPLICATION PROCESSORS ........................................ 339
FIGURE 80 HIGH-END FEATURE PHONE MEMORY ARCHITECTURE ......................................... 339
FIGURE 81 NEOMAGIC’S APA APPLICATION PROCESSOR ........................................................... 343
FIGURE 82 LAUNCHPAD MSM APPLICATION ENGINE ................................................................. 344
FIGURE 83 QUALCOMM’S APPLICATION ENGINES ....................................................................... 345
FIGURE 84 QUALCOMM 7XXX GRAPHICS PROCESSOR ARCHITECTURE................................. 346
FIGURE 85 HANDSET COLOR DISPLAY DRIVER REVENUE BY VENDOR: 2004........................ 351
FIGURE 86 JAPAN & CHINA’S PDC & PHS GROWTH: ‘01-‘08......................................................... 387
FIGURE 87 SUBSCRIBER GROWTH BY AIR INTERFACE ‘01-‘08................................................... 388
FIGURE 88 NON-GSM SUBSCRIBER GROWTH BY AIR INTERFACE ’01-‘08 ............................... 389
FIGURE 89 GSM SUBSCRIBER GROWTH BY REGION 2001-2008................................................... 392
FIGURE 90 CDMA SUBSCRIBER GROWTH BY REGION 2001-2008 ............................................... 393
FIGURE 91 AFP OF HANDSETS BY REGION FROM 2001-2008........................................................ 396
FIGURE 92 ASP OF HANDSETS BY TECHNOLOGY: 2001-2008....................................................... 397
FIGURE 93 CDMA HANDSET GROWTH 2003-2004 BY REGION ..................................................... 398
FIGURE 94 GSM-BASED HANDSET GROWTH BY REGION 2003-2004 .......................................... 399
FIGURE 95 OTHER HANDSET SHIPMENT GROWTH BY REGION ‘03-‘04 .................................... 400
FIGURE 96 HANDSET SHIPMENT REVENUE BY STANDARD ‘02-‘08........................................... 401
FIGURE 97 NORTH AMERICA SUBSCRIBERS BY AIR INTERFACE: 2004.................................... 405
FIGURE 98 THE AMERICAS SUBSCRIBERS BY AIR INTERFACE: 2004........................................ 406
FIGURE 99 U.S. SUBSCRIBERS BY AIR INTERFACE: 2004.............................................................. 407
FIGURE 100 CANADIAN SUBSCRIBERS BY AIR INTERFACE: 2004.............................................. 412
FIGURE 101 CENTRAL AMERICAN SUBSCRIBERS BY AIR INTERFACE: ‘04 ............................. 416
FIGURE 102 GLOBAL WCDMA HANDSET SUPPLIER 2004 MARKET SHARE ............................. 466
FIGURE 103 JAPANESE PDC HANDSET SUPPLIERS: 2004 .............................................................. 467
FIGURE 104 CHINA’S CDMA HANDSET VENDOR UNIT MARKET SHARES: 2004 ..................... 485
FIGURE 105 CHINA’S GSM/GPRS HANDSET VENDOR UNIT MARKET SHARES: 2004 ............. 486
FIGURE 106 CHINA’S PHS/PAS HANDSET VENDOR MARKET SHARES: 2004............................ 488
FIGURE 107 MARKET SHARE SHIFT IN CHINA: ’98-‘02 .................................................................. 491
FIGURE 108 INDIA HANDSET SHIPMENTS: 2003-2004 .................................................................... 502
FIGURE 109 BRAZIL BY AIR TECHNOLOGY TYPE: 1/04................................................................. 518




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              GLOBAL CELLULAR HANDSET & CHIP MARKETS

Tables
TABLE 1 COST TO DELIVER A MEGABYTE OF DATA TRAFFIC .................................................... 13
TABLE 2 EDGE DEPLOYMENTS BY OPERATOR................................................................................ 25
TABLE 3 CDMA2000 TECHNICAL SPECIFICATION SUMMARY ...................................................... 29
TABLE 4 1 CDMA 1X EV-DO OPERATORS AND WORLDWIDE DEPLOYMENTS ......................... 33
TABLE 5 WCDMA-FDD TECHNICAL SPECIFICATION SUMMARY................................................. 40
TABLE 6 13 EARLY WCDMA COMMERCIAL OPERATORS WORLDWIDE .................................... 42
TABLE 7 WCDMA/UMTS EUROPEAN COMMERCIAL LAUNCHES: 2004 ....................................... 43
TABLE 8 EMERGING EUROPEAN WCDMA/UMTS OPERATORS: 2H/2004 ..................................... 44
TABLE 9 WCDMA/UMTS HANDSET SUPPLIERS ................................................................................ 47
TABLE 10 WCDMA (DOCOMO) TECHNICAL SPECIFICATION SUMMARY................................... 50
TABLE 11 HSDPA VS. 1XEV-DO TECHNOLOGY COMPARISON...................................................... 53
TABLE 12 TD-SCDMA TECHNICAL SPECIFICATION SUMMARY ................................................... 55
TABLE 13 TD-CDMA TECHNICAL SPECIFICATION SUMMARY ..................................................... 58
TABLE 14 TD-CDMA OPERATOR TRIALS AND DEPLOYMENTS .................................................... 59
TABLE 15 THE NEXT GENERATION: TECHNOLOGY COMPARISON ............................................. 69
TABLE 16 EARLY SMARTPHONE DESIGNS: 2003 .............................................................................. 77
TABLE 17 SMARTPHONE GROWTH BY OPERATING SYSTEM ....................................................... 78
TABLE 18 MOBILE PHONES SUPPORTING M1 4-NOTE RINGTONES ............................................. 82
TABLE 19 MOBILE PHONES SUPPORTING M2 16-NOTE POLYPHONIC ADPCM SOUNDS......... 83
TABLE 20 MOBILE PHONES SUPPLIERS USING M3 40-TONE ADPCM SUPERTONE CHIPS ...... 84
TABLE 21 DATA SERVICE GROWTH OF UNITED STATES OPERATORS....................................... 92
TABLE 22 EVOLVING MOBILE BROADCASTING STANDARD OPTIONS ...................................... 98
TABLE 23 WCDMA LAUNCHES OF MAJOR EUROPEAN OPERATORS ........................................ 105
TABLE 24 TOP SIX GLOBAL HANDSET SUPPLIERS’ SHIPMENT GROWTH: ‘02-‘04.................. 109
TABLE 25 GLOBAL QUARTERLY BRANDED HANDSET SUPPLIER SHIPMENTS: 2004 ............ 114
TABLE 26 GLOBAL HANDSET UNIT/REVENUE FORECAST BY TECHNOLOGY ‘03-‘08........... 123
TABLE 27 HANDSET SHIPMENTS BY GLOBAL REGION 2003-2008.............................................. 124
TABLE 28 SIERRA WIRELESS’ PC CARD LINE ................................................................................. 142
TABLE 29 OPTION PCMCIA TYPE II CARD PRODUCT LINE .......................................................... 145
TABLE 30 WCDMA/UMTS HANDSET SUPPLIERS ............................................................................ 174
TABLE 31 DOCOMO 505I SERIES CAMERA-BASED HANDSETS COMPARISON ........................ 198
TABLE 32 GLOBAL HANDSET OUTSOURCING ................................................................................ 210
TABLE 33 LEADING KOREAN ODM SALES 2002-2003 .................................................................... 212
TABLE 34 KOREAN CELLPHONE ODM SUMMARIES...................................................................... 213
TABLE 35 LEADING TAIWAN ODM SALES GROWTH 2002-2003 .................................................. 223
TABLE 36 TAIWAN HANDSET ODM COMPARISONS ...................................................................... 224
TABLE 37 TAIWAN HANDSET ODM COMPARISONS CONTINUED.............................................. 225
TABLE 38 CHINESE HANDSET ODM COMPARISONS ..................................................................... 233
TABLE 39 HANDSET CHIP MARKET FORECAST BY SEMICONDUCTOR TYPE: ‘03-‘08 ........... 256
TABLE 40 EONEX CDMA/UMTS CHIP SET ROADMAP.................................................................... 281
TABLE 41 EONEX WCDMA/HSDPA CHIP SET ROADMAP .............................................................. 290
TABLE 42 NVIDIA LINE OF GOFORCE APPLICATION PROCESSORS .......................................... 333
TABLE 43 SMALL COLOR LCD & OLED DISPLAY MARKET FORECAST: ‘03-‘09...................... 352
TABLE 44 FORECAST OF SUBSCRIBERS BY REGION 2003-2008................................................... 385
TABLE 45 3G/WCDMA SUBSCRIBER GROWTH BY OPERATOR ‘03-‘04 ...................................... 386
TABLE 46 WORLDWIDE SUBSCRIBER GROWTH BY TECHNOLOGY ‘03-‘08 ............................ 391
TABLE 47 GSM SUBSCRIBERS BY REGION 2003-2008 .................................................................... 392
TABLE 48 CDMA SUBSCRIBERS BY REGION 2003-2008 ................................................................. 394
TABLE 49 WW UNIT FORECAST OF HANDSETS BY REGION ‘01-‘08.......................................... 394
BLE 50 WW FORECAST OF HANDSET REVENUES BY REGION ‘01-‘08....................................... 395
TABLE 51 CDMA HANDSETS GROWTH 2003-2004 BY REGION .................................................... 398
TABLE 52 GLOBAL GSM-BASED HANDSET GROWTH BY REGION 2003-2004 .......................... 399
TABLE 53 OTHER HANDSET SHIPMENT GROWTH BY REGION 2003-2004 ................................ 400
TABLE 54 NORTH AMERICAN SUBSCRIBER GROWTH BY COUNTRY-‘03-’05.......................... 404
TABLE 55 NORTH AMERICA SUBSCRIBER & HANDSET GROWTH: ‘03-‘08............................... 408


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TABLE 56 US OPERATOR SUBSCRIBERS & TECHNOLOGY/BAND USAGE................................ 410
TABLE 57 CANADA’S OPERATOR & USAGE STATISTICS ............................................................. 412
TABLE 58 ROGERS WIRELESS KEY STATS: ’02 & ‘03 ..................................................................... 414
TABLE 59 CENTRAL AMERICAN OPERATOR SUBSCRIBER STATISTICS: 2003 ........................ 417
TABLE 60 WESTERN EUROPE POPULATION & TELEPHONE DENSITY: 2003 ............................ 418
TABLE 61 WESTERN EUROPE FORECAST OF SUBSCRIBERS BY COUNTRY: ‘03-‘08 .............. 419
TABLE 62 W. EUROPE FORECAST OF SUBSCRIBERS & HANDSETS: ’03-‘08 ............................. 420
TABLE 63 ORANGE CELLULAR SUBSCRIBER GROWTH BY COUNTRY..................................... 425
TABLE 64 DEUTSCHE TELEKOM T-MOBILE SUBSCRIBERS ......................................................... 427
TABLE 65 MMO2 SUBSCRIBER GROWTH BY COUNTRY............................................................... 441
TABLE 66 VODAFONE SUBSCRIBERS BY COUNTRY ..................................................................... 445
TABLE 67 TOP EASTERN EUROPE OPERATORS: REGION STATISTICS & AIR INTERFACES . 449
TABLE 68 LEADING RUSSIAN OPERATOR MARKET SHARES...................................................... 450
TABLE 69 EASTERN EUROPE CDMA1X-450 OPERATORS & SUBSCRIBER BASE: ‘03-‘04 ....... 451
TABLE 70 HANDSET SUPPLIER SHIPMENTS TO RUSSIA: ’02-‘04................................................. 452
TABLE 71 DEUTSCHE TELEKOM T-MOBILE SUBSCRIBERS: 2004 ............................................... 458
TABLE 72 JAPANESE SUBSCRIBER & HANDSET GROWTH FORECAST: ‘03-‘08 ...................... 462
TABLE 73 JAPAN SUBSCRIBER DETAIL BY OPERATOR & AIR INTERFACE: ‘01-‘04 ............... 464
TABLE 74 JAPAN’S HANDSET SUPPLIERS BY AIR INTERFACES SUPPLIED ............................. 465
TABLE 75 OPERATOR COMPARISON OF JAPAN’S 3G WIRELESS SERVICES ............................ 470
TABLE 76 KOREAN OPERATORS: MARKET SHARES & GROWTH ‘02-‘04 .................................. 475
TABLE 77 FORECAST OF KOREAN SUBSCRIBER & HANDSET GROWTH: ‘03-‘08 .................... 476
TABLE 78 DOMESTIC KOREAN HANDSET SUPPLIER SHIPMENTS ‘01-‘04................................. 477
TABLE 79 CHINA SUBSCRIBER & HANDSET GROWTH ‘03-‘08 .................................................... 482
TABLE 80 CHINA WIRELESS SUBSCRIBERS BY AIR INTERFACE 2004....................................... 482
TABLE 81 CHINA USAGE OF AIR INTERFACES BY OPERATOR: 2001-2004................................ 483
TABLE 82 CHINA GSM/GPRS HANDSET GROWTH BY SUPPLIER ‘03-‘04 ................................... 487
TABLE 83 PHS GROWTH IN HANDSETS FOR 2003-2004.................................................................. 488
TABLE 84 CHINA’S HANDSET SHIPMENTS BY VENDOR 3/03-3/04 .............................................. 489
TABLE 85 CHINA’S FOREIGN VS. LOCAL HANDSET SUPPLIERS 2003-2004 .............................. 490
TABLE 86 TECHNOLOGY PROVIDERS TO CHINA’S DOMESTIC HANDSET VENDORS ........... 492
TABLE 87 CDMA PARTNERSHIPS IN CHINA..................................................................................... 493
TABLE 88 CHINESE SUBSCRIBER BASE BY AIR TECHNOLOGY 2001-2004 ............................... 494
TABLE 89 INDIAN CELLULAR SUBSCRIBER GROWTH BY TECHNOLOGY ‘01 TO ‘04 ............ 500
TABLE 90 INDIA SUBSCRIBER & HANDSET FORECAST 2003-2008.............................................. 501
TABLE 91 INDIAN OPERATOR SUBSCRIBER GROWTH 2003-2004 ............................................... 503
TABLE 92 SOUTH AMERICA SUBSCRIBER AND HANDSET FORECAST 2003-2008................... 510
TABLE 93 SOUTH AMERICAS SUBSCRIBER GROWTH BY COUNTRY ‘01-‘05 ........................... 511
TABLE 94 SOUTH AMERICAN OPERATORS: CELLULAR TECHNOLOGY BY COUNTRY ........ 512
TABLE 95 LATIN AMERICAN AIR TECHNOLOGY GROWTH: ’02-‘04........................................... 515
TABLE 96 LATIN AMERICA OPERATORS: SUBSCRIBERS & TECHNOLOGY ............................. 516
TABLE 97 TELEFONICA MOVILES/BELLSOUTH LATIN AMERICAN SUBS. BY REGION ........ 522
TABLE 98 MIDDLE EAST SUBSCRIBER STATISTICS & GROWTH BY COUNTRY: ‘01–‘05...... 529
TABLE 99 SE ASIA SUBSCRIBER GROWTH & STATISTICS BY COUNTRY: 2001-2005 ............. 530
TABLE 100 OPERATORS BY COUNTRY: EURASIA & PERSIAN GULF REGIONS....................... 531
TABLE 101 OCEANIA SUBSCRIBER GROWTH BY COUNTRY: ’01-‘06......................................... 544
TABLE 102 OCEANIA SUBSCRIBERS & HANDSET SHIPMENTS: ’02-‘08 ..................................... 545




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GLOBAL CELLULAR HANDSET & CHIP MARKETS

								
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