Replies to post #169149 on InterDigital Inc (IDCC)

[Data_Rox]

mschere - in an expanding market, a decline in marketshare doesn't always equte to a decline in unit volume....in this case, yes, LGE dropped in Q2, but seems to be rebounding in Q3 - estimated unit sales of 16.5M units.

You also need to be aware (I'm sure you are already), that a large percentage of the market is non-royalty bearing to IDCC (GSM/GPRS/EDGE)...especially starting at the end of this year.

http://www.edn.com/article/CA6355008.html?partner=enews



Since I originally wrote this Post..LG has dropped to 6.3% Market share..but the $57 Million remains..

Posted by: mschere
In reply to: JimLur who wrote msg# 162229 Date:7/17/2006 8:57:57 PM
Post #of 169148

$57 Million per year from LG, with a 6.9% market share IMO:Equates to nearly $800 million of recurring annual revenue for InterDigital from 100%..

Based on figures from market research company Strategy Analytics, LGE is a fast-growing mobile phone supplier, reaching a market share of 6.9 percent of the global market in the first quarter of 2006 with an increase in shipments year-over-year of 40.5 percent. According to information from the same source, the number of EDGE mobile phones will grow from about 77 million in the year 2005 to more than 500 million in 2009. Within the next three years, almost every second mobile phone will be an EDGE device. EDGE phones can reach data transmission rates up to three times higher than today’s GPRS devices

[Eric]

LG: Totally Trivial Apples to Apples

<ggg>

<< Since I originally wrote this Post..LG has dropped to 6.3% Market share. ... Based on figures from market research company Strategy Analytics, LGE is a fast-growing mobile phone supplier, reaching a market share of 6.9 percent of the global market in the first quarter of 2006 >>

According to Strategy Analytics, LG dropped to 6.5% sell-in in Q2 from the 6.9% they credited LG with in their Q1 estimates.

Strategy Analytics CY2005 and H1 2006 Handset Sell-In and Share 
                                                                          · 
           CY2005   2005 ¦¦ Q1 06   Q1 06 ¦ Q2-06   Q2-06 ¦¦ H1 05   H1 05 
 Company   Units¹  Share¹¦¦ Units¹  Share¹¦ Units   Share ¦¦ Units   Share 
 =======   =====   ===== |¦ ======  ===== ¦ ======  ===== ¦¦ ======  ===== 
 Nokia     264.9m  32.4% ¦¦  75.1m  33.3% ¦  78.4m  33.3% ¦¦ 153.5m  33.3% 
 Motorola  146.0m  17.9% ¦¦  46.1m  20.4% ¦  51.9m  22.1% ¦¦  98.0m  21.3% 
 Samsung   102.9m  12.6% ¦¦  29.0m  12.8% ¦  26.3m  11.2% ¦¦  55.3m  12.0% 
 LG         54.9m   6.7% ¦¦  15.6m   6.9% ¦  15.3m   6.5% ¦¦  30.9m   6.7% 
 SEricsson  51.1m   6.3% ¦¦  13.3m   5.9% ¦  15.7m   6.7% ¦¦  29.0m   6.3% 
 Others    197.2m  23.5% ¦¦  46.6m  20.6% ¦  47.7m  20.3% ¦¦  94.3m  20.5% 
           ------ ------ ¦¦ ------ ------ ¦ ------ ------ ¦¦ ------ ------ 
 Total     817.0m 100.0% ¦¦ 225.7m 100.0% ¦ 235.3m 100.0% ¦¦ 461.0m 100.0% 
 =========================================================================

LG dropped from 6.5% share in Q1 to 6.3% in Gartner's sell through share estimates on 14.5 million units in Q1 and 14.4 million units in Q2.

More importantly for share gamers, Sony Ericsson (SE) knocked LG out of the 4 slot in Q2 and based on the high ASP 19.8 million unit sell in SE recorded in Q3, SE may overtake them in CYTD unit sales this quarter.

Best,

eric@nitpickers'r'us.org