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Re: bulldzr post# 228279

Saturday, 07/26/2008 3:16:28 PM

Saturday, July 26, 2008 3:16:28 PM

Post# of 436130
bulldzr - you may remember that Korean manufacturers (Samsung, LG) have had a rate of 5.25% for handsets sold in Korea, and 5.75% for units exported outside Korea. Chiner was 2% internal and over 7% for exports - I expect that both of those deals are now closer to 5% globally for all flavors CDMA

Motorola is close to 5%, but for a number of years they had a royalty sharing agreement with Qualcomm which would be a net lower amount than 5% (ended about 2 years ago)

SE - This one I don't have much visibility on....Sony was probably over 5, and E was probably closer to 4

Nokia has been responsible for as much as 40% of the market I would think advertising 5% across the board is somewhat misleading don't you?

Your math on Nokia is flawed, as their marketshare for CDMA2000 barely got 10% through all the years of trying and now combining WCDMA is still less than 40% of the total CDMA2000/WCDMA market (what IDCC calls 3G). Their GSM platforms still drive huge volume, and neither IDCC or Qualcomm will get royalties from them. As most calculated, Nokia had a rate of ~4% up until this past week (due to some favorability in their 1992 license)....I expect now they are closer to 2.1-2.4%

but Mathematics has always been kind of a strong point with me, Ha!

It's only good if you have the right numbers to work with R^)

Now that I know you really don't care to know the answers in fear of stretching your dial up, I won't waste your time pointing you to links and papers.

My model going forward is closer to 3.6% globally for 3G....a very nice issue to have!!!!!!!!










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