To all this is a Credit Suisse report on Qualcomm (and the 3G Market for terminals and ASIC/ASSPs) provided by ERIC who also provides the best detailed reports on handsets sales . Thank you ERIC.
He also said "While there is virtually no mention of InterDigital (2 references) in the 87 page report, it provides a very comprehensive overview of the market for 3G and many of the players in it, with some very good data points, and forecasts for terminals and chips out through 2010. Its one of the best reports of its type (i.e. on the 3G market) recently published and several contributors here are likely to find value in the market data in the report.