InterDigital Inc (IDCC)

[Data_Rox]

OD - you are correct. In the foreseeable future, cellular modules will get to maybe 10% of the volumes of cellular handsets on an annual basis. And with an ASP of under $30 (most GSM are well under $30 today), a 1% rate starts getting pretty small. Let's hope we shoot for a buck a unit R^)

As example.... in the ABI report that was the basis of the PR you posted from, the $3.8B revenue number in 2015 is representative of approx 115M cellular module units, about 30% GSM/GPRS, 35% WCDMA, 20% CDMA 1x & EVDO, the remainder is LTE with a little sliver of WiMAX.