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Re: MPartners report 

By: DCLARKE in IDCC | Recommend this post (1)
Sat, 11 Feb 12 2:06 AM | 350 view(s)
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Msg. 44581 of 48237
(This msg. is a reply to 44574 by zzfan)

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Your estimates are way off. They are on pace to sell about 75M phones but the trend is down big. Their smartphone sales are estimated to be about 33% of the total or about 6M units. I am guessing that many of their feature phones have a paid up license. So, I think the estimate by Ron is pretty close and the numbers you are throwing around do not reflect reality.

Excerpt and Link below:

"The shift to high end devices, and away from mass market featurephones, was reflected in an 18% year-on-year fall in handset sales, to 17.7m units. There was no breakdown of smartphones and featurephones, though an estimate from Macquarie Group suggests it may have seen a 47% increase on Q410 smartphone volumes, to reach about 5.7m units or one-third of its total. Other analysts are more bullish - Strategy Analytics reckons it reached 54% growth."

http://www.rethink-wireless.com/2012/02/01/lgs-mobile-unit-hits-profit.htm


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The above is a reply to the following message:
Re: MPartners report
By: zzfan
in IDCC
Sat, 11 Feb 12 12:32 AM
Msg. 44574 of 48237

They have produced over 100 million phones a year for several years. At a dollar a phone, IDCC in line with the stated goals should be looking for 100 million or 25 million a quarter versus the 8 million contained in his report. Sorry, this is not clear to me.

MO
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