Qualcomm Inc (QCOM)

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Global mobile market set to reach 2 billion in 2008
The global mobile market is set to expand by over 800 million customers by 2010, reaching the 2 billion mark in 2008 - according to the latest edition of Baskerville's Global Mobile Forecasts to 2010 report, published later this month.
The huge Asian markets - India and China - will drive much of this growth. 60% - over half a billion - of all the new customers will be in the Asia Pacific and almost 80% of these will be in India and China.

Middle East and Africa markets will show the greatest growth, albeit from a very much smaller base. Their combined markets are due to double in size over the period, with over 100 million new customers signing up for mobile services by 2010.

"The relatively underdeveloped US mobile market is also forecast to expand rapidly in the next year or two - due to US operators having made their technology choices for 2.5G and 3G - and add over 66 million new customers between now and end-2006 " says Olivia Gibney, senior Baskerville analyst.

Global Mobile Forecasts to 2010 - 4th Edition, from Baskerville, predicts 3G launches to begin in earnest this year and next, with 10% of the world's customers - over 250 million - said to be using 3G services by end-2007. By 2010, the 3G customer base is forecast to have almost doubled, passing the half a billion mark.

http://www.gii.co.jp/press/ba17098_en.shtml