Market Analysis

Earl J. Lum
+1-650-430-2221
elum@ejlwireless.com

7th Edition
Global BTS Transceiver Market Analysis and Forecast, 2010-2015
March 2011

Entire contents 2011 EJL Wireless Research LLC. All Rights Reserved. Reproduction of this publication in any form without prior
written permission is strictly forbidden and will be prosecuted to the fully extent of US and International laws. The transfer of this
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accuracy, completeness or adequacy of such information. EJL Wireless Research LLC shall have no liability for errors, omissions or
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selection of these materials to achieve its intended results. The opinions expressed herein are subject to change without notice.

2011 EJL Wireless Research LLC. All Rights Reserved

TABLE OF CONTENTS
EXECUTIVE SUMMARY ....................................................................... 8

2010 Review ................................................................................................. 8

2011-2015 Forecast ......................................................................................10
Demand Drivers for Our Forecast ....................................................................11
Summary.....................................................................................................12

RESEARCH METHODOLOGY ............................................................... 13

CHAPTER 1: OVERALL MARKET PERFORMANCE ......................................... 14
1.1
1.2
1.3
1.4

2010: Exceptionally Strong TRx Shipment Growth despite India Embargo ........14
OEM Analysis Ericsson Comes Back as the Market Leader ............................19
The Chinese Factor ..................................................................................22
TRx Forecast 2011-2015...........................................................................24

CHAPTER 2: LTE .......................................................................... 33

2.1 LTE Market Share ....................................................................................35

2.2 Demand Focused on 700/2600MHz Frequency Bands ....................................36
2.3 LTE TRx Forecast 2011-2015.....................................................................38
2.4 Shifting to LTE TDD .................................................................................43
2.5 LTE700 ..................................................................................................44
2.6 LTE800 ..................................................................................................46
2.7 LTE850 ..................................................................................................48
2.8 LTE1500.................................................................................................50
2.9 LTE1800.................................................................................................52
2.10 LTE2100 ...............................................................................................54
2.11 LTE2100AWS ........................................................................................56
2.12 LTE2600 ...............................................................................................58

CHAPTER 3: W-CDMA/HSPA+ TRX .................................................. 60

3.1 W-CDMA Market Share Analysis .................................................................60

3.2 Shipments of W-CDMA900 continue to grow in 2010 while W-CDMA2100 grows
50%............................................................................................................64
3.3 The Chinese Factor ..................................................................................65
3.4 W-CDMA Forecast 2011-2015....................................................................67
3.6 W-CDMA850 ...........................................................................................71
3.7 W-CDMA900 ...........................................................................................74
3.8 W-CDMA1900 .........................................................................................76
3.9 W-CDMA2100 .........................................................................................78
3.10 W-CDMA2100 AWS ................................................................................80
3.11 W-CDMA2100 JAPAN ..............................................................................82

CHAPTER 4: TD-SCDMA TRANSITIONING TO TD-LTE IN CHINA .................. 85

4.1 TD-SCDMA Forecast 2011-2015.................................................................89

CHAPTER 5: GSM......................................................................... 90
5.1
5.2
5.3
5.4
5.5
5.6
5.7
5.8
5.9

GSM Market Share Analysis.......................................................................90

The Chinese Factor ..................................................................................93
GSM900 Still Stable, Down Only 3%...........................................................94
GSM Forecast 2011-2015..........................................................................96
GSM Transceiver Technology Analysis....................................................... 100
GSM850 ............................................................................................... 103
GSM900 ............................................................................................... 106
GSM1800 ............................................................................................. 109
GSM1900 ............................................................................................. 112

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CHAPTER 6: CDMA2000 1X/EV-DO ............................................... 115

6.1
6.2
6.3
6.4
6.5
6.6
6.7
6.8

CDMA Market Share Analysis................................................................... 115

The Chinese Factor ................................................................................ 117
CDMA850 ............................................................................................. 119
CDMA2000 Forecast 2011-2015............................................................... 121
CDMA450 ............................................................................................. 126
CDMA850 ............................................................................................. 128
CDMA1900 ........................................................................................... 130
CDMA2100 ........................................................................................... 132

CHAPTER 7: GEOGRAPHICAL MARKET SHARE ........................................ 135

China: Worlds Largest Country for TRx Shipments in 2010 ............................... 135
7.1 North & Latin America ............................................................................ 138
7.2 Western & Eastern Europe ...................................................................... 141
7.3 Africa & Middle East ............................................................................... 143
7.4 Asia Pacific ........................................................................................... 145
7.5 Brazil/Russia/India/China (BRIC) Analysis ................................................. 149

CHAPTER 8: NSN-MOTOROLA- WILL IT HAPPEN? .................................. 153

CHAPTER 9: TRX OEM COMPANY PROFILES ......................................... 154
9.1
9.2
9.3
9.4
9.5
9.6

Alcatel-Lucent ....................................................................................... 155

Ericsson ............................................................................................... 161
Huawei Technologies.............................................................................. 164
Motorola............................................................................................... 168
Nokia Siemens Networks ........................................................................ 171
ZTE ..................................................................................................... 177

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TABLES
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1: Global TRx Market Share by OEM, 2009-2010 (Units) .......................................................... 10

2: Global TRx Market Share by Air Interface/Frequency, 2009-2010 (Units)................................ 16
3: Global TRx Market Share by Air Interface, 2009-2010 (Units) ............................................... 16
4: Global TRx Market Share by OEM, 2009-2010 (Units) .......................................................... 19
5: Global TRx Pro Forma Market Share by OEM, 2009-2010 (Units) ........................................... 20
6: Global TRx Market Share, Chinese vs. ROW, 2009-2010 (Units) ............................................ 22
7: Global TRx Forecast by Air Interface/Frequency, 2011-2015 (Units)....................................... 28
8: Global TRx Forecast by Air Interface/Frequency, 2011-2015 (% Market Share) ....................... 29
9: Global TRx Forecast by Air Interface/Frequency, 2011-2015 (% YoY Growth) ......................... 30
10: Global TRx Forecast by Air Interface, 2011-2015 (Units) .................................................... 31
11: Global TRx Forecast by Air Interface, 2011-2015 (% Market Share) ..................................... 31
12: Global TRx Forecast by Air Interface, 2011-2015 (% YoY Growth) ....................................... 31
13: Global LTE TRx Market Share, 2009-2010 (Units) .............................................................. 35
14: Global LTE TRx Market Share by Frequency, 2009-2010 (Units)........................................... 36
15: Global LTE TRx Forecast, FDD vs. TDD, 2011-2015 (Units) ................................................. 40
16: Global LTE TRx Shipment Forecast, 2011-2015 (Units) ....................................................... 41
17: Global LTE TRx Shipment Forecast, 2011-2015 (% Market Share) ....................................... 41
18: Global LTE TRx Shipment Forecast, 2011-2015 (% Growth YoY) .......................................... 42
19: Global LTE700 TRx Market Share, 2009-2010 (Units) ......................................................... 45
20: Global LTE800 TRx Market Share, 2009-2010 (Units) ......................................................... 47
21: Global LTE850 TRx Market Share, 2009-2010 (Units) ......................................................... 49
22: Global LTE1500 TRx Market Share, 2009-2010 (Units) ....................................................... 51
23: Global LTE1800 TRx Market Share, 2009-2010 (Units) ....................................................... 53
24: Global LTE2100 TRx Market Share, 2009-2010 (Units) ....................................................... 55
25: Global LTE2100AWS TRx Market Share, 2009-2010 (Units)................................................. 57
26: Global LTE2600 TRx Market Share, 2009-2010 (Units) ....................................................... 59
27: Global W-CDMA TRx Market Share, 2009-2010 (Units) ....................................................... 62
28: Global W-CDMA TRx Pro Forma Market Share, 2009-2010 (Units)........................................ 62
29: Global W-CDMA TRx Market Share by Frequency, 2009-2010 (Units) ................................... 64
30: Global W-CDMA TRx Market Share, Chinese vs. ROW, 2009-2010 (Units) ............................. 65
31: Global W-CDMA TRx Shipment Forecast, 2011-2015 (Units)................................................ 69
32: Global W-CDMA TRx Shipment Forecast, 2011-2015 (% Market Share) ................................ 70
33: Global W-CDMA TRx Shipment Forecast, 2011-2015 (% YoY Growth)................................... 70
34: Global W-CDMA850 TRx Market Share, 2009-2010 (Units).................................................. 72
35: Global W-CDMA900 TRx Market Share, 2009-2010 (Units).................................................. 75
36: Global W-CDMA1900 TRx Market Share, 2009-2010 (Units) ................................................ 77
37: Global W-CDMA2100 TRx Market Share, 2009-2010 (Units) ................................................ 79
38: Global W-CDMA2100 AWS TRx Market Share, 2009-2010 (Units) ........................................ 81
39: Global W-CDMA2100 JAPAN TRx Market Share, 2009-2010 (Units) ...................................... 83
40: Global TD-SCDMA TRx Market Share, 2009-2010 (Units) .................................................... 87
41: Global TD-SCDMA TRx Market Share, Chinese vs. ROW, 2009-2010 (Units) .......................... 87
42: Global TD-SCDMA TRx Shipment Forecast, 2011-2015 (Units)............................................. 89
43: Global TD-SCDMA TRx Shipment Forecast 2011-2015 (% YoY Growth) ................................ 89
44: Global GSM TRx Market Share, 2009-2010 (Units) ............................................................. 91
45: Global GSM TRx Market Share Pro Forma, 2009-2010 (Units).............................................. 91
46: Global GSM TRx Market Share, Chinese vs. ROW, 2009-2010 (Units) ................................... 93
47: Global GSM TRx Market Share by Frequency, 2009-2010 (Units) ......................................... 94
48: Global GSM TRx Shipment Forecast, 2011-2015 (Units)...................................................... 98
49: Global GSM TRx Shipment Forecast, 2011-2015 (% Market Share) ...................................... 99
50: Global GSM TRx Shipment Forecast, 2011-2015 (% YoY Growth) ........................................ 99
51: Global GSM TRx Forecast by Transceiver Technology, 2011-2015 (Units)............................ 101
52: Global GSM850 TRx Market Share, 2010 (Units) .............................................................. 104
53: Global GSM850 TRx Pro Forma Market Share, 2010 (Units)............................................... 104
54: Global GSM900 TRx Market Share, 2009-2010 (Units)...................................................... 107
55: Global GSM900 TRx Pro Forma Market Share, 2009-2010 (Units) ...................................... 108
56: Global GSM1800 TRx Market Share, 2009-2010 (Units) .................................................... 110
57: Global GSM1800 TRx Pro Forma Market Share, 2009-2010 (Units) .................................... 111
58: Global GSM1900 TRx Market Share, 2009-2010 (Units) .................................................... 113
59: Global GSM1900 TRx Pro Forma Market Share, 2009-2010 (Units) .................................... 113
60: Global CDMA2000 TRx Market Share, 2009-2010 (Units) .................................................. 116
61: Global CDMA2000 TRx Market Share, Chinese vs. ROW, 2009-2010 (Units) ........................ 117
62: Global CDMA2000 TRx Market Share by Frequency, 2009-2010 (Units) .............................. 119

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Global CDMA2000 TRx Shipment Forecast, 2011-2015 (Units)........................................... 124

Global CDMA2000 TRx Shipment Forecast, 2011-2015 (% Market Share) ........................... 124
Global CDMA2000 TRx Shipment Forecast, 2011-2015 (% YoY Growth) ............................. 124
Global CDMA450 TRx Market Share, 2009-2010 (Units).................................................... 127
Global CDMA850 TRx Market Share, 2009-2010 (Units).................................................... 129
Global CDMA1900 TRx Market Share, 2009-2010 (Units) .................................................. 131
Global CDMA2100 TRx Market Share, 2009-2010 (Units) .................................................. 133
Global TRx Shipment Forecast by Region, 2011-2015 (Units) ............................................ 135
Global TRx Shipment Forecast by Region, 2011-2015 (% Market Share) ............................ 137
Global TRx Shipment Forecast by Region, 2011-2015 (% YoY Growth) ............................... 137
Brazil/Russia/India/China TRx Forecast, 2011-2015 (Units) .............................................. 149
Brazil/Russia/India/China TRx Forecast, 2011-2015 (% Market Share) ............................... 149
Alcatel-Lucent TRx Shipments by Air Interface/Frequency, 2009-2010 (Units)..................... 156
Alcatel TRx Shipments by Air Interface/Frequency, 2009-2010 (Units) ............................... 156
Lucent TRx Shipments by Air Interface/Frequency, 2009-2010 (Units) ............................... 157
Alcatel-Lucent TRx Shipments by Air Interface, 2009-2010 (Units) .................................... 157
Alcatel TRx Shipments by Air Interface, 2009-2010 (Units) ............................................... 157
Lucent TRx Shipments by Air Interface, 2009-2010 (Units) ............................................... 157
Ericsson TRx Shipments by Air Interface/Frequency, 2009-2010(Units) .............................. 162
Ericsson TRx Shipments by Air Interface, 2009-2010 (Units)............................................. 162
Huawei GSM TRx Shipments by Physical vs. Equivalent TRx, 2010 (Units) .......................... 166
Huawei GSM TRx Shipments by Physical vs. Equivalent TRx, 2009 (Units) .......................... 166
Nokia Siemens Networks TRx Shipments by Air Interface/Frequency, 2009-2010 (Units) ...... 172
Nokia TRx Shipments by Air Interface/Frequency, 2009-2010 (Units)................................. 173
Siemens TRx Shipments by Air Interface/Frequency, 2009-2010 (Units)............................. 173
Nokia Siemens Networks TRx Shipments by Air Interface, 2009-2010 (Units) ..................... 173
Nokia TRx Shipments by Air Interface, 2009-2010 (Units) ................................................ 174
Siemens TRx Shipments by Air Interface, 2009-2010 (Units) ............................................ 174
ZTE TRx Shipments by Air Interface/Frequency, 2009-2010 (Units) ................................... 178
ZTE TRx Shipments by Air Interface, 2009-2010 (Units) ................................................... 178
ZTE GSM TRx Shipments by Physical vs. Equivalent TRx, 2010 (Units) ............................... 178
ZTE GSM TRx Shipments by Physical vs. Equivalent TRx, 2010 (Units) ............................... 179

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EXHIBITS
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1: Global TRx Market Share by OEM, 2010 (Units) ................................................................... 9

2: Global TRx Forecast 2011-2015, (% YoY Growth) .............................................................. 11
3: Comparison of 2010 Global TRx Forecast vs. Actual Shipments ........................................... 14
4: Global TRx Shipments, 2009-2010 (Units) ........................................................................ 15
5: Global TRx Market Share by Air Interface, 2010 (Units)...................................................... 16
6: Global TRx Market Share by Technology Generation, 2010 (Units) ....................................... 17
7: Global UMTS TRx Market Share by Technology, 2010 (Units) .............................................. 18
8: Global TRx Market Share by Air Interface, 2009-2010 (Units) ............................................. 18
9: Global TRx Market Share by OEM, 2010 (Units) ................................................................. 21
10: Global TRx Pro Forma Market Share by OEM, 2010 (Units)................................................ 21
11: Global TRx Market Share, Chinese vs. ROW, 2009-2010 (Units) ........................................ 22
12: Global TRx Market Share, Chinese vs. ROW, 2010 (Units) ................................................. 23
13: Global TRx Forecast 2011-2015, (% YoY Growth) ............................................................ 24
14: Global TRx Shipment Forecast, Prior vs. Current, 2011-2015 (Units) .................................. 25
15: Global TRx Shipment Historical Trend, 2002-2010, (% YoY Growth)................................... 25
16: Global TRx Forecast by Air Interface, 2011-2015 (% Market Share) ................................... 31
17: Global TRx Forecast by Air Interface, 2015 (% Market Share) ........................................... 32
18: Comparison of 2010 Global LTE TRx Forecast vs. Actual Shipments.................................... 34
19: Global LTE TRx Shipments, 2009-2010 (Units) ................................................................ 34
20: Global LTE TRx Market Share by OEM, 2010 (Units) ......................................................... 35
21: LTE TRx Market Share by Frequency, 2010 (Units)........................................................... 36
22: Global LTE TRx Market Share by Frequency, 2009-2010 (Units)......................................... 37
23: Global LTE TRx Forecast 2011-2015, (% YoY Growth) ...................................................... 38
24: Global LTE TRx Forecast 2011-2015 (Units) .................................................................... 39
25: Global LTE TRx Forecast, Prior vs. Current, 2011-2015 (Units) .......................................... 39
26: Global LTE TRx Forecast, FDD vs. TDD, 2011-2015 (Units) ............................................... 40
27: Global LTE TRx Shipment Forecast by Frequency Band, 2011-2015 (Units) ......................... 42
28: Comparison of 2010 LTE700 TRx Forecast vs. Actual Shipments ........................................ 44
29: Global LTE700 TRx Shipments, 2009-2010 (Units) ........................................................... 44
30: Global LTE700 TRx Market Share, 2010 (Units) ............................................................... 45
31: Comparison of 2010 LTE800 TRx Forecast vs. Actual Shipments ........................................ 46
32: Global LTE800 TRx Shipments, 2009-2010 (Units) ........................................................... 46
33: Global LTE800 TRx Market Share, 2010 (Units) ............................................................... 47
34: Comparison of 2010 LTE850 TRx Forecast vs. Actual Shipments ........................................ 48
35: Global LTE850 TRx Shipments, 2009-2010 (Units) ........................................................... 48
36: Global LTE850 TRx Market Share, 2010 (Units) ............................................................... 49
37: Comparison of 2010 LTE1500 TRx Forecast vs. Actual Shipments ...................................... 50
38: Global LTE1500 TRx Shipments, 2009-2010 (Units) ......................................................... 50
39: Global LTE1500 TRx Market Share, 2010 (Units).............................................................. 51
40: Comparison of 2010 LTE1800 TRx Forecast vs. Actual Shipments ...................................... 52
41: Global LTE1800 TRx Shipments, 2009-2010 (Units) ......................................................... 52
42: Global LTE1800 TRx Market Share, 2010 (Units).............................................................. 53
43: Comparison of 2010 LTE2100 TRx Forecast vs. Actual Shipments ...................................... 54
44: Global LTE2100 TRx Shipments, 2009-2010 (Units) ......................................................... 54
45: Global LTE2100 TRx Market Share, 2010 (Units).............................................................. 55
46: Comparison of 2010 LTE2100AWS TRx Forecast vs. Actual Shipments................................ 56
47: Global LTE2100AWS TRx Shipments, 2009-2010 (Units)................................................... 56
48: Global LTE2100AWS TRx Market Share, 2010 (Units) ....................................................... 57
49: Comparison of 2010 LTE2600 TRx Forecast vs. Actual Shipments ...................................... 58
50: Global LTE2600 TRx Shipments, 2009-2010 (Units) ......................................................... 58
51: Global LTE2600 TRx Market Share, 2010 (Units).............................................................. 59
52: Global W-CDMA TRx Shipments, 2009-2010 (Units) ......................................................... 61
53: Global W-CDMA TRx Market Share by OEM, 2010 (Units).................................................. 63
54: Global W-CDMA TRx Pro Forma Market Share by OEM, 2010 (Units) .................................. 63
55: Global W-CDMA TRx Market Share by Frequency, 2010 (Units).......................................... 64
56: Global W-CDMA TRx Market Share by Frequency, 2009-2010 (Units) ................................. 65
57: Global W-CDMA TRx Market Share, Chinese vs. ROW, 2009-2010 (Units) ........................... 66
58: Global W-CDMA TRx Market Share, Chinese vs. ROW, 2010 (Units) ................................... 66
59: Global W-CDMA TRx Shipment Forecast, 2011-2015, (% YoY Growth)................................ 67
60: Global W-CDMA TRx Shipment Forecast, 2011-2015 (Units).............................................. 68
61: Global W-CDMA TRx Shipment Forecast, Prior vs. Current, 2011-2015 (Units)..................... 69
62: Global W-CDMA TRx Shipment Forecast, 2011-2015 (Units).............................................. 70

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2011 EJL Wireless Research LLC. All Rights Reserved

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63: Comparison of 2010 W-CDMA850 TRx Forecast vs. Actual Shipments................................. 71

64: Global W-CDMA850 TRx Shipments, 2009-2010 (Units).................................................... 72
65: Global W-CDMA850 TRx Market Share, 2010 (Units) ........................................................ 72
66: Comparison of 2010 W-CDMA900 TRx Forecast vs. Actual Shipments................................. 74
67: Global W-CDMA900 TRx Shipments, 2009-2010 (Units).................................................... 75
68: Global W-CDMA900 TRx Market Share, 2010 (Units) ........................................................ 75
69: Comparison of 2010 W-CDMA1900 TRx Forecast vs. Actual Shipments ............................... 76
70: Global W-CDMA1900 TRx Shipments, 2009-2010 (Units) .................................................. 77
71: Global W-CDMA1900 TRx Market Share, 2010 (Units) ...................................................... 77
72: Comparison of 2010 W-CDMA2100 TRx Forecast vs. Actual Shipments ............................... 78
73: Global W-CDMA2100 TRx Shipments, 2009-2010 (Units) .................................................. 78
74: Global W-CDMA2100 TRx Market Share, 2010 (Units) ...................................................... 79
75: Comparison of 2010 W-CDMA2100 AWS TRx Forecast vs. Actual Shipments ....................... 80
76: Global W-CDMA2100 AWS TRx Shipments, 2009-2010 (Units) .......................................... 81
77: Global W-CDMA2100 AWS TRx Market Share, 2010 (Units)............................................... 81
78: Comparison of 2010 W-CDMA2100 JAPAN TRx Forecast vs. Actual Shipments ..................... 82
79: Global W-CDMA2100 JAPAN TRx Shipments, 2009-2010 (Units) ........................................ 83
80: Global W-CDMA2100 JAPAN TRx Market Share, 2010 (Units) ............................................ 84
81: Comparison of 2010 TD-SCDMA TRx Forecast vs. Actual Shipments (Units) ........................ 86
82: TD-SCDMA TRx Shipments, 2009-2010 (Units)................................................................ 86
83: Global TD-SCDMA TRx Market Share, 2010 (Units) .......................................................... 87
84: Global TD-SCDMA TRx Market Share, Chinese vs. ROW, 2009-2010 (Units) ........................ 88
85: Global TD-SCDMA TRx Market Share, Chinese vs. ROW, 2010 (Units) ................................ 88
86: China TD-SCDMA TRx Shipment Forecast, 2011-2015 (Units) ........................................... 89
87: Comparison of 2010 GSM TRx Forecast vs. Actual Shipments (Units) ................................. 90
88: Global GSM TRx Shipments, 2009-2010 (Units) ............................................................... 91
89: Global GSM TRx Market Share by OEM, 2010 (Units)........................................................ 92
90: Global GSM TRx Market Share by OEM Pro Forma, 2010 (Units) ........................................ 92
91: Global GSM TRx Market Share, Chinese vs. ROW, 2009-2010 (Units) ................................. 93
92: Global GSM TRx Market Share, Chinese vs. ROW, 2010 (Units) ......................................... 94
93: Global GSM TRx Market Share by Frequency, 2010 (Units)................................................ 95
94: Global GSM TRx Market Share by Frequency, 2009-2010 (Units) ....................................... 95
95: Global GSM TRx Shipment Forecast, 2011-2015, (% YoY Growth) ..................................... 97
96: Global GSM TRx Shipment Forecast, 2011-2015 (Units).................................................... 97
97: Global GSM TRx Shipment Forecast, Prior vs. Current, 2011-2015 (Units) .......................... 98
98: Global GSM TRx Shipment Forecast, 2011-2015 (Units).................................................... 99
99: Global GSM TRx Forecast by Transceiver Technology, 2011-2015 (Units).......................... 101
100: Global GSM TRx Equivalents Forecast, 2011-2015 (Units) ............................................. 102
101: Comparison of 2010 GSM850 TRx Forecast vs. Actual Shipments (Units) ........................ 103
102: Global GSM850 TRx Shipments, 2009-2010 (Units)...................................................... 103
103: Global GSM850 TRx Market Share, 2010 (Units) .......................................................... 104
104: Global GSM850 TRx Pro Forma Market Share, 2010 (Units) ........................................... 105
105: Comparison of 2010 GSM900 TRx Forecast vs. Actual Shipments (Units) ........................ 106
106: Global GSM900 TRx Shipments, 2009-2010 (Units)...................................................... 106
107: Global GSM900 TRx Market Share, 2010 (Units) .......................................................... 107
108: Global GSM900 TRx Pro Forma Market Share, 2010 (Units) ........................................... 108
109: Comparison of 2010 GSM1800 TRx Forecast vs. Actual Shipments (Units) ...................... 109
110: Global GSM1800 TRx Shipments, 2009-2010 (Units) .................................................... 109
111: Global GSM1800 TRx Market Share, 2010 ................................................................... 110
112: Global GSM1800 TRx Pro Forma Market Share, 2010.................................................... 111
113: Comparison of 2010 GSM1900 TRx Forecast vs. Actual Shipments (Units) ...................... 112
114: Global GSM1900 TRx Shipments, 2009-2010 (Units) .................................................... 112
115: Global GSM1900 TRx Market Share, 2010 (Units) ........................................................ 113
116: Global GSM1900 TRx Pro Forma Market Share, 2010 (Units) ......................................... 114
117: Comparison of 2010 CDMA2000 TRx Forecast vs. Actual Shipments (Units)..................... 115
118: Global CDMA2000 TRx Shipments, 2009-2010 (Units) .................................................. 116
119: Global CDMA2000 TRx Market Share by OEM, 2010 (Units) ........................................... 117
120: Global CDMA2000 TRx Market Share, Chinese vs. ROW, 2009-2010 (Units) .................... 118
121: Global CDMA2000 TRx Market Share, Chinese vs. ROW, 2010 (Units)............................. 118
122: Global CDMA2000 TRx Market Share by Frequency, 2010 (Units)................................... 119
123: Global CDMA2000 TRx Market Share by Frequency, 2009-2010 (Units) .......................... 120
124: Global CDMA2000 TRx Market Share by Generation, 2010 (Units) .................................. 120
125: Global CDMA2000 TRx Market Share by Generation, 2009-2010 (Units) ......................... 121

6
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2011 EJL Wireless Research LLC. All Rights Reserved

Exhibit
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126: Global CDMA2000 TRx Shipment Forecast, 2011-2015 (% YoY Growth).......................... 122
127: Global CDMA2000 TRx Shipment Forecast, 2011-2015 (Units) ....................................... 123
128: Global CDMA2000 TRx Shipment Forecast, Prior vs. Current, 2011-2015 (Units).............. 123
129: Global CDMA2000 TRx Shipment Forecast, 2011-2015 (Units) ....................................... 125
130: Comparison of 2010 CDMA450 TRx Forecast vs. Actual Shipments (Units) ...................... 126
131: Global CDMA450 TRx Shipments, 2009-2010 (Units) .................................................... 126
132: Global CDMA450 TRx Market Share, 2010 (Units) ........................................................ 127
133: Comparison of 2010 CDMA850 TRx Forecast vs. Actual Shipments (Units) ...................... 128
134: Global CDMA850 TRx Shipments, 2009-2010 (Units) .................................................... 128
135: Global CDMA850 TRx Market Share, 2010 (Units) ........................................................ 129
136: Comparison of 2010 CDMA1900 TRx Forecast vs. Actual Shipments (Units)..................... 130
137: Global CDMA1900 TRx Shipments, 2009-2010 (Units) .................................................. 130
138: Global CDMA1900 TRx Market Share, 2010 (Units)....................................................... 131
139:Comparison of 2010 CDMA2100 TRx Forecast vs. Actual Shipments (Units)...................... 132
140: Global CDMA2100 TRx Shipments, 2009-2010 (Units) .................................................. 133
141: Global CDMA2100 TRx Market Share, 2010 (Units)....................................................... 134
142: Global TRx Market Share by Region, 2010 (Units) ........................................................ 136
143: Global TRx Forecast by Region, 2015 (Units) ............................................................... 136
144: North & Latin America TRx Forecast by Region, 2011-2015 (Units)................................. 140
145: Western & Eastern Europe TRx Forecast by Region, 2011-2015 (Units)........................... 143
146: Africa & Middle East TRx Forecast by Region, 2011-2015 (Units).................................... 145
147: Asia Pacific TRx Forecast, 2011-2015 (Units)............................................................... 148
148: Brazil/Russia/India/China TRx Market Share, 2010 (Units) ............................................ 149
149: Brazil/Russia/India/China TRx Forecast, 2011-2015 (Units)........................................... 150
150: Brazil TRx Shipment Forecast 2011-2011 (Units) ......................................................... 150
151: Russia TRx Shipment Forecast 2011-2015 (Units) ........................................................ 151
152: China TRx Shipment Forecast 2011-2015 (Units) ......................................................... 151
153: India TRx Shipment Forecast 2011-2015 (Units) .......................................................... 152
154: China & India TRx Shipment Forecast 2011-2015 (Units) .............................................. 152
155: Alcatel-Lucent TRx Shipments by Air Interface/Frequency, 2010 (Units) ......................... 158
156: Alcatel TRx Shipments by Air Interface/Frequency, 2010 (Units) .................................... 158
157: Lucent TRx Shipments by Air Interface/Frequency, 2010 (Units) .................................... 159
158: Alcatel-Lucent TRx Shipments by Air Interface, 2010 (Units) ......................................... 159
159: Alcatel TRx Shipments by Air Interface, 2010 (Units) ................................................... 160
160: Lucent TRx Shipments by Air Interface, 2010 (Units).................................................... 160
161: Ericsson TRx Shipments by Air Interface/Frequency, 2010 (Units).................................. 163
162: Ericsson TRx Shipments by Air Interface, 2010 (Units) ................................................. 163
163: Huawei TRx Shipments by Air Interface/Frequency, 2010 (Units) ................................... 167
164: Huawei TRx Shipments by Air Interface, 2010 (Units)................................................... 167
165: Motorola TRx Shipments by Air Interface/Frequency, 2010............................................ 169
166: Motorola TRx Shipments by Air Interface, 2010 (Units)................................................. 170
167: Nokia Siemens Networks TRx Shipments by Air Interface/Frequency, 2010 (Units) .......... 174
168: Nokia TRx Shipments by Air Interface/Frequency, 2010 (Units) ..................................... 175
169: Siemens TRx Shipments by Air Interface/Frequency, 2010 (Units) ................................. 175
170: Nokia Siemens Networks TRx Shipments by Air Interface, 2010 (Units) .......................... 176
171: ZTE TRx Shipments by Air Interface/Frequency, 2010 (Units)........................................ 179
172: ZTE TRx Shipments by Air Interface, 2010 (Units) ....................................................... 180

7
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2011 EJL Wireless Research LLC. All Rights Reserved