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Edward Snyder

Managing Director
Ph: 415.931.9955
esnyder@charterequityresearch.com

RF Semi TAM Analysis

May 21, 2012

2011 TAM Analysis


RF Components in Mobile Devices

Please see analyst certification and important disclosures at the end of this report.

www.charterequityresearch.com

RF Semi TAM Analysis

May 21, 2012

RF TAM
(by Air Interface)

LTE
WCDMA
CDMA

6
($B)

GSM

0
'08

'09

'10

'11

'12e

'13 e

'14 e

'12 e

'13 e

'14 e

'12 e

'13 e

'14e
www.charterequityresearch.com

Units
(by Air Interface)

1,200
1,000

LTE
WCDMA
CDMA
GSM

(M)

800
600
400
200
0
'08

'09

'10

'11

RF Content
(by Air Interface)

$8

LTE
WCDMA

$6

CDMA

($B)

GSM

$4

$2

$0
'08

'09

'10

'11

RF Semi TAM Analysis

May 21, 2012

RF TAM
(by Model)

Smartphone
Feature Phones .

($B)

0
'08

'09

'10

'11

'12 e

'13e

'14e

'12 e

'13 e

'14 e

'12 e

'13 e

'14 e
www.charterequityresearch.com

Units
(by Model)

2,000

Smartphone
Feature Phones .

(M)

1,500

1,000

500

0
'08

'09

'10

'11

RF Content
(by Model)

$6

Smartphone
Feature Phones .

$4

$2

$0
'08

'09

'10

'11

RF Semi TAM Analysis

May 21, 2012


RF TAM
(by Generation)

8
4G
3G

($B)

2G

0
'08

'09

'10

'11

'12 e

'13e

'14e

'12e

'13e

'14e

'12 e

'13e

'14e

Units
(by Generation)

1,500

4G
3G
2G

(M)

1,000

500

0
'08

'09

'10

'11
RF Content
(by Generation)

$8

$6

4G
3G
2G

$4

$2

$0
'08

'09

'10

'11

www.charterequityresearch.com

RF Semi TAM Analysis

May 21, 2012

Shipments (M)
GSM
CDMA
WCDMA
LTE
Total:
Growth (Y/Y)
GSM
CDMA
WCDMA
LTE

2008

2009

2010

2011

765
208
259
1,232

758
215
311
1,284

780
241
444
1,465

810
226
596
7
1,639

829
210
758
57
1,854

821
191
933
207
2,152

788
172
1,129
404
2,492

(1%)
3%
20%
4%

3%
12%
43%
14%

4%
(6%)
34%
12%

2%
(7%)
27%
764%
13%

(1%)
(9%)
23%
263%
16%

(4%)
(10%)
21%
95%
16%

1.64
3.01
3.33
7.98

1.57
2.78
3.58
7.93

1.54
2.60
4.33
8.48

1.36
2.29
4.51
4.54
12.70

1.26
2.15
4.45
6.98
14.84

1.16
2.05
3.88
5.70
12.79

1.03
1.95
3.46
4.70
11.15

(4%)
(8%)
8%
(1%)

(3%)
(18%)
76%
7%

36%
129%
351%
50%

(8%)
(6%)
(1%)
54%
17%

(8%)
(5%)
(13%)
(18%)
(14%)

(11%)
(5%)
(11%)
(18%)
(13%)

1.26
0.63
0.86
2.74

1.19
0.60
1.11
2.90

1.20
0.63
1.92
3.75

1.10
0.52
2.69
0.03
4.34

1.04
0.45
3.37
0.40
5.26

0.95
0.39
3.62
1.18
6.14

0.81
0.34
3.91
1.90
6.95

(5%)
(5%)
29%
6%

1%
5%
73%
29%

(9%)
(17%)
40%
16%

(5%)
(13%)
25%
1229%
21%

(9%)
(13%)
7%
197%
17%

(15%)
(14%)
8%
61%
13%

Total:

RF Content

Results

Inputs

Units

Inputs & Results for RF TAM Analysis

Avg ($)
GSM
CDMA
WCDMA
LTE
Total:
Growth (Y/Y)
GSM
CDMA
WCDMA
LTE

RF TAM

Results

Total:
($B)
GSM
CDMA
WCDMA
LTE
Total:
Growth (Y/Y)
GSM
CDMA
WCDMA
LTE
Total:

2012 (e) 2013 (e) 2014 (e)

www.charterequityresearch.com

RF Semi TAM Analysis

May 21, 2012

2011 RF TAM for Mobile Devices


(by phone classification)

$5B

Total ~ $4.593B

LTE

4G

$4B
Smart

$3B
WCDMA

3G

$2B
Feature

CDMA

$1B
2G

GSM

Generation

Air Interface

$0B
Models

(by customers & suppliers)

Total ~ $4.340B

$5B
TQNT

$4B
$3B

Minor OEMs
SNE

SWKS
SAMS

$2B

RFMD

RIM
NOK

$1B

MMI
LGE
HTC

Apple

$0B
OEMs

RDA

RENS

MURT

EPCO

ANAD

AVGO
RF Suppliers

www.charterequityresearch.com

RF Semi TAM Analysis

May 21, 2012

Of the 2076 different phone MODELS available in 2011.


(Models by band/mode)
1%
6%
22%

8%
2 bands

7 bands

12%

6 bands
3 bands

13%

5 bands
5%

4 bands
31%

(Models by RF content)
6%
23%

9%
Under
$5.00

14%

Under
$1.00

Under
$4.00

Under
$3.00
14%

Under
$2.00
32%

www.charterequityresearch.com

RF Semi TAM Analysis

May 21, 2012

Of the 1.6B devices SOLD in 2011.


(unit sales by RF content)
3% 2%
7%
Under
$6.00

7%

Under
$5.00

11%

23%
Under
$1.00

Under
$4.00
Under
$3.00

Under
$2.00

12%
35%

www.charterequityresearch.com

RF Semi TAM Analysis

May 21, 2012

How many bands of an air interface are added to a phone?


GSM Phone
WCDMA Phone
CDMA Phone
LTE Phone

=
=
=
=

Only GSM bands


WCDMA + GSM
Only CDMA
LTE + WCDMA + GSM

CDMA Bands
(in a CDMA phone)
World
CDMA Bands

GSM
Bands
World
GSM
Bands
(in a GSM
phone)
(models
by band/mode)

(models by band/mode)

5%

13%
1 band

33%
2 bands
45%

4 bands

3 bands
2 bands

22%
82%

World
Bands
LTELTE
Bands

WCDMABands
Bands
WCDMA

(models
(in a LTE
by band/mode)
phone)

(in a WCDMA phone)


(models by band/mode)

4%

17%

15%

3 bands

31%

4 bands
1 band

19%

17%

3 bands

2 bands

1 band
66%
2 bands
31%
www.charterequityresearch.com

RF Semi TAM Analysis

May 21, 2012

Smartphone Units
(distrubution by band/mode)

10%
5%
12%
2 bands
3 bands

8 bands

28%

5%

4 bands

9%
5 bands
7 bands

10%

6 bands

5%

9%

Smartphone Units
(distrubution by RF Content)

8%

9%

Weighted Average: $3.91

Under $8.00

8%

11%

Under $2.00

Under $3.00

18%

Under $6.00

Under $5.00

14%

21%

Under $4.00

11%

www.charterequityresearch.com

RF Semi TAM Analysis

May 21, 2012

2011 Phone Sales


RF Content per Phone

Unit Sales (M)

600

400

200

0
$0

$4

$6

$8

$10

WCDMA

GSM

600

Unit Sales (M)

600

Unit Sales (M)

$2

400

200

400

200

0
$0

$2

$4

$6

$8

$0

$10

$2

$4

CDMA

$8

$10

LTE
600

Unit Sales (M)

600

Unit Sales (M)

$6

400

200

400

200

0
$0

$2

$4

$6

$8

$10

$0

$2

$4

$6

$8

$10

www.charterequityresearch.com

RF Semi TAM Analysis

May 21, 2012

Band/Modes per Phone

Unit Sales (M)

600

400

200

0
0

12

WCDMA

GSM

600

Unit Sales (M)

600

Unit Sales (M)

10

400

200

400

200

0
0

10

12

10

12

10

12

LTE

CDMA
600

Unit Sales (M)

600

Unit Sales (M)

400

200

400

200

0
0

10

12

www.charterequityresearch.com

RF Semi TAM Analysis

May 21, 2012

OEMs Considered in This Analysis


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24

Acer
Alcatel
Apple
Bird
Blackberry
BLU
HTC
Huawei
I - Mobile
LG
Micromax
Motorola
Nokia
Pantech
Phillips
Plum
Sagem
Samsung
SNE
Spice
T-Mobile
Verykool
Vodafone
ZTE

www.charterequityresearch.com

RF Semi TAM Analysis

May 21, 2012

difficult

difficult

More

Our approach

Accuracy

Methods

Less

Common approach

RF TAM Methodology

www.charterequityresearch.com

Edward Snyder
Managing Director
Ph: 415.931.9955
esnyder@charterequityresearch.com

May 21, 2012

2011 Phones
Samsung

Please see analyst certification and important disclosures at the end of this report.

www.charterequityresearch.co
m

May 21, 2012

Samsung 2011 Models


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:) Smiley
A167
A177
A200K Nori F
A220 F Nori
A237
A257 Magnet
A411
A517
A637
A657
A667 Evergreen
A687 Strive
A697 Sunburst
A711
A717
A727
A737
A746
A767 Propel
A777
A797 Flight
A817 Solstice II
A827 Access
A837 Rugby
A847 Rugby II
A867 Eternity
A877 Impression
A886 Forever
A887 Solstice
A897 Mythic
A927 Flight II
Acclaim
B100
B110
B130
B200
B210
B2100 Xplorer
B2700
B300
B320
B3210 CorbyTXT
B3310
B3410
B3410W Ch@t
B500
B510
B520
B5310 CorbyPRO
B5702
B5722
B6520 Omnia PRO 5
B7300 OmniaLITE
B7320 OmniaPRO
B7330 OmniaPRO
B7350 Omnia PRO 4
B7610 OmniaPRO
B7620
B7722
Breeze B209
C140
C160
C170
C180
C250
C260
C270
C275
C3010
C3050 Stratus
C3060R
C3110
C3200 Monte Bar
C3212
C3300K Champ
C3322
C3350
C3510 Genoa
C3520

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C3530
C3560
C3630
C3750
C414
C450
C500
C5010 Squash
C510
C5130
C520
C5212
C5220
C5510
C6112
C6620
C6625
C6712 Star II DUOS
Ch@t 222
Ch@t 322
Ch@t 335
Ch@t 350
Ch@t 527
Conquer 4G
Continuum I400
Convoy 2
Corby TV F339
D780
D900i
D980
Dart
DoubleTime
Droid Charge
DuosTV I6712
E1070
E1080T
E1085T
E1100
E1107 Crest Solar
E1110
E1117
E1120
E1125
E1130B
E1150
E1160
E1170
E1182
E1190
E1195
E1210
E1225 Dual Sim Shift
E1230
E1232B
E1252
E1310
E1360
E1390
E1410
E200
E200 ECO
E210
E2100B
E2120
E2130
E215
E2152
E2210B
E2230
E2232
E230
E2330
E2370 Xcover
E251
E2510
E2530
E2550 Monte Slider
E2600
E2652 Champ Duos
E2652W Champ Duos

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E3210
E3213 Hero
E590
E740
E830
E840
E950
Epic 4G
Exhibit 4G
Exhibit II 4G
F110
F200
F250
F268
F270 Beat
F275
F400
F480
F480i
F490
F510
Fascinate
Focus
Focus Flash I677
Focus S I937
G400 Soul
G600
G810
Galaxy 551
Galaxy A
Galaxy Ace S5830
Galaxy Fit S5670
Galaxy Gio S5660
Galaxy M Pro B7800
Galaxy Mini S5570
Galaxy Nexus
Galaxy Nexus i515
Galaxy Note
Galaxy Pop i559
Galaxy Prevail
Galaxy Pro B7510
Galaxy Q
Galaxy S 4G
Galaxy S II 4G
Galaxy S II AT&T
Galaxy S II Epic 4G Touch
Galaxy S II HD LTE
Galaxy S II LTE
Galaxy S II LTE i727R
Galaxy S II Skyrocket i727
Galaxy S II T-Mobile
Galaxy S WiFi 5.0
Galaxy Tab 10.1
Galaxy Tab 10.1 3G
Galaxy Tab 10.1 LTE
Galaxy Tab 4G LTE
Galaxy Tab 8.9 3G
Galaxy Tab 8.9 LTE
Galaxy Tab 8.9 P7310
Galaxy Tab CDMA
Galaxy Tab T-Mobile
Galaxy W I8150
Galaxy Y Pro B5510
Galaxy Y S5360
Google Nexus S
Google Nexus S 4G
Google Nexus S I9020A
Google Nexus S I9023
Gravity SMART
Gravity TXT T379
Guru E1081T
Hero Plus B159
I100 Gem
I110 Illusion
i200
i220 Code
i225 Exec
i350 Intrepid
i400
I405 Stratosphere

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i450
i520
i550
I5500 Galaxy 5
i560
I5700 Galaxy Spica
I5800 Galaxy 3
I5801 Galaxy Apollo
i617 BlackJack II
I6210
I6220 Star TV
i637 Jack
i640
I6500U Galaxy
i710
i7110
i740
I7500 Galaxy
i770 Saga
i780
I8000 Omnia II
i8510 INNOV8
I8520 Galaxy Beam
I8700 Omnia 7
i8910 Omnia HD
i897 Captivate
i900 Omnia
I9000 Galaxy S
I9001 Galaxy S Plus
I9003 Galaxy SL
I9010 Galaxy S Giorgio Armani
i907 Epix
I909 Galaxy S
I9100 Galaxy S II
I9100G Galaxy S II
I9103 Galaxy R
i927 Captivate Glide
I997 Infuse 4G
Impact
Impact b
Impact sf
Intercept
J150
J165
J200
J210
J400
J600
J610
J630
J700
J750
J800 Luxe
L170
L310
L320
L700
L760
L770
L810v Steel
L870
M110
M110S Galaxy S
M130
M130K Galaxy K
M130L Galaxy U
M140
M150
M190 Galaxy S Hoppin
M200
M210S Wave2
M220L Galaxy Neo
M2310
M2510
M2520 Beat Techno
M260 Factor
M2710 Beat Twist
M300
M310
M3200 Beat s

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May 21, 2012


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M3310
M3310L
M350 Seek
M3510 Beat b
M3710 Corby Beat
M5650 Lindy
M580 Replenish
M600
M620
M6710 Beat DISC
M715 T*OMNIA II
M750 Restore
M7500 Emporio Armani
M7600 Beat DJ
M850 Instinct HD
M8800 Pixon
M8910 Pixon12
M900 Moment
M920 Transform
M930 Transform Ultra
Mesmerize i500
Metro TV
Mpower Muzik 219
Mpower TV S239
Mpower Txt M369
Omnia W I8350
P1000 Galaxy Tab
P1010 Galaxy Tab Wi-Fi
P180
P260
P270
P6200 Galaxy Tab 7.0 Plus
P7100 Galaxy Tab 10.1v
P960
Propel Pro
R260 Chrono
R351 Freeform
R360 Freeform II
R360 Messenger Touch
R380 Freeform III
R520 Trill
R570 Messenger III
R580 Profile
R640 Character
R680 Repp
R710 Suede
R720 Admire
R730 Transfix
R860 Caliber
R900 Craft
R910 Galaxy Indulge
S3030 Tobi
S3100
S3110
S3310
S3370
S3500
S3550 Shark 3
S3600
S3650 Corby
S3650W Corby
S3770
S3850 Corby II
S5050
S5150 Diva folder
S5200
S5230 Star
S5230W Star WiFi
S5233T
S5250 Wave525
S5260 Star II
S5330 Wave533
S5350 Shark
S5500 Eco
S5510
S5530
S5550 Shark 2
S5560 Marvel
S5600 Preston
S5600v Blade

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S5610
S5620 Monte
S5630C
S5690 Galaxy Xcover
S5750 Wave575
S5780 Wave 578
S6700
S7070 Diva
S720i
S7220 Ultra b
S7230E Wave 723
S7330
S7350 Ultra s
S7550 Blue Earth
S8000 Jet
S8300 UltraTOUCH
S8500 Wave
S8530 Wave II
S8600 Wave 3
S9110
S9402 Ego
SCH-W699
SPH-i325 Ace
T109
T119
T139
T219
T229
T249
T339
T349
T369
T401G
T409
T459 Gravity
T469 Gravity 2
T479 Gravity 3
T539 Beat
T559 Comeback
T639
T659 Scarlet
T669 Gravity T
T729 Blast
T746 Impact
T819
T919 Behold
T929 Memoir
T939 Behold 2
Trender
U100
U300
U320 Haven
U360 Gusto
U450 DoubleTake
U450 Intensity
U460 Intensity II
U700
U750 Zeal
U800 Soul b
U810 Renown
U900 Soul
U960 Rogue
V820L
Vibrant
Vodafone 360 H1
Vodafone 360 M1
W169 Duos
W259 Duos
W299 Duos
W850
W880 AMOLED 12M
W960 AMOLED 3D
W9705
Wave M S7250
Wave Y S5380
X550
Xcover 271
Z170
Z240
Z360
Z630
ZV60

www.charterequityresearch.com

May 21, 2012

Of the 482 different Samsung phone MODELS available in 2011

(distribution by band/mode)
3% 1%
7%
23%
2 bands
19%

6 bands

3 bands

13%

5%
4 bands
28%

(distribution by RF content)
6%

3%
26%
Under $1.00

20%
Under $4.00

Under $2.00
Under $3.00

21%
22%
www.charterequityresearch.com

May 21, 2012

Of the 337.5M devices Samsung SOLD in 2011

(distribution by RF content)
4%
7%
25%
Under $1.00
20%

Under $4.00

Under $2.00
Under $3.00
21%
21%

(total RF content by model)


$750M

$500M

Mean ~ $0.715B
Median ~ $0.598B
Mode ~ $0.598B

Feature
Galaxy S II

$250M

Galaxy S
Smart

$0M
Mean

Median

Mode

www.charterequityresearch.com

May 21, 2012

RF Content per Phone


100

Unit Sales (M)

75

50
25
0
$0

$2

$4

$6

$8

Samsung GSM

Samsung WCDMA

75

75
Unit Sales (M)

100

Unit Sales (M)

100

50
25

50
25

0
$0

$2

$4

$6

$8

$10

$0

$2

Samsung CDMA

$4

$6

$8

$10

$8

$10

Samsung LTE
100

75

75
Unit Sales (M)

100

Unit Sales (M)

$10

50
25

50
25

0
$0

$2

$4

$6

$8

$10

$0

$2

$4

$6

www.charterequityresearch.com

May 21, 2012

Band/Modes per Phone


100

Unit Sales (M)

75
50
25
0
0

10

Samsung GSM

Samsung WCDMA

75

75
Unit Sales (M)

100

Unit Sales (M)

100

50
25

50
25

0
0

10

12

10

12

10

12

Samsung LTE

Samsung CDMA
100

75

75
Unit Sales (M)

100

Unit Sales (M)

12

50

50
25

25

0
0

10

12

www.charterequityresearch.com

May 21, 2012

Samsung 2011 Smart Phones


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80

Acclaim
B6520 Omnia PRO 5
B7300 OmniaLITE
B7320 OmniaPRO
B7330 OmniaPRO
B7350 Omnia PRO 4
B7610 OmniaPRO
B7620
C6620
C6625
Conquer 4G
Continuum I400
Dart
DoubleTime
Droid Charge
Epic 4G
Exhibit 4G
Exhibit II 4G
Fascinate
Focus
Focus Flash I677
Focus S I937
G810
Galaxy 551
Galaxy A
Galaxy Ace S5830
Galaxy Fit S5670
Galaxy Gio S5660
Galaxy M Pro B7800
Galaxy Mini S5570
Galaxy Nexus
Galaxy Nexus i515
Galaxy Pop i559
Galaxy Prevail
Galaxy Pro B7510
Galaxy Q
Galaxy S 4G
Galaxy S II 4G
Galaxy S II AT&T
Galaxy S II Epic 4G Touch
Galaxy S II HD LTE
Galaxy S II LTE
Galaxy S II LTE i727R
Galaxy S II Skyrocket i727
Galaxy S II T-Mobile
Galaxy W I8150
Galaxy Y Pro B5510
Galaxy Y S5360
Google Nexus S
Google Nexus S 4G
Google Nexus S I9020A
Google Nexus S I9023
Gravity SMART
I100 Gem
I110 Illusion
i200
i220 Code
i225 Exec
i350 Intrepid
i400
I405 Stratosphere
i450
i520
i550
I5500 Galaxy 5
i560
I5700 Galaxy Spica
I5800 Galaxy 3
I5801 Galaxy Apollo
i617 BlackJack II
i637 Jack
i640
I6500U Galaxy
i710
i7110
I7500 Galaxy
i770 Saga
i780
I8000 Omnia II
i8510 INNOV8

www.charterequityresearch.com

May 21, 2012

Samsung 2011 Feature Phones


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70

:) Smiley
A167
A177
A200K Nori F
A220 F Nori
A237
A257 Magnet
A411
A517
A637
A657
A667 Evergreen
A687 Strive
A697 Sunburst
A711
A717
A727
A737
A746
A767 Propel
A777
A797 Flight
A817 Solstice II
A827 Access
A837 Rugby
A847 Rugby II
A867 Eternity
A877 Impression
A886 Forever
A887 Solstice
A897 Mythic
A927 Flight II
B100
B110
B130
B200
B210
B2100 Xplorer
B2700
B300
B320
B3210 CorbyTXT
B3310
B3410
B3410W Ch@t
B500
B510
B520
B5310 CorbyPRO
B5702
B5722
B7722
Breeze B209
C140
C160
C170
C180
C250
C260
C270
C275
C3010
C3050 Stratus
C3060R
C3110
C3200 Monte Bar
C3212
C3300K Champ
C3322
C3350

71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140

C3510 Genoa
C3520
C3530
C3560
C3630
C3750
C414
C450
C500
C5010 Squash
C510
C5130
C520
C5212
C5220
C5510
C6112
C6712 Star II DUOS
Ch@t 222
Ch@t 322
Ch@t 335
Ch@t 350
Ch@t 527
Convoy 2
Corby TV F339
D780
D900i
D980
DuosTV I6712
E1070
E1080T
E1085T
E1100
E1107 Crest Solar
E1110
E1117
E1120
E1125
E1130B
E1150
E1160
E1170
E1182
E1190
E1195
E1210
E1225 Dual Sim Shift
E1230
E1232B
E1252
E1310
E1360
E1390
E1410
E200
E200 ECO
E210
E2100B
E2120
E2130
E215
E2152
E2210B
E2230
E2232
E230
E2330
E2370 Xcover
E251
E2510

141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210

E2530
E2550 Monte Slider
E2600
E2652 Champ Duos
E2652W Champ Duos
E3210
E3213 Hero
E590
E740
E830
E840
E950
F110
F200
F250
F268
F270 Beat
F275
F400
F480
F480i
F490
F510
G400 Soul
G600
Galaxy Note
Galaxy S WiFi 5.0
Galaxy Tab 10.1
Galaxy Tab 10.1 3G
Galaxy Tab 10.1 LTE
Galaxy Tab 4G LTE
Galaxy Tab 8.9 3G
Galaxy Tab 8.9 LTE
Galaxy Tab 8.9 P7310
Galaxy Tab CDMA
Galaxy Tab T-Mobile
Gravity TXT T379
Guru E1081T
Hero Plus B159
I6210
I6220 Star TV
i740
Impact
Impact b
Impact sf
J150
J165
J200
J210
J400
J600
J610
J630
J700
J750
J800 Luxe
L170
L310
L320
L700
L760
L770
L810v Steel
M110
M130
M140
M150
M200
M2310
M2510

www.charterequityresearch.com

May 21, 2012

211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280

M2520 Beat Techno


M260 Factor
M2710 Beat Twist
M300
M310
M3200 Beat s
M3310
M3310L
M350 Seek
M3510 Beat b
M3710 Corby Beat
M5650 Lindy
M600
M620
M6710 Beat DISC
M715 T*OMNIA II
M750 Restore
M7500 Emporio Armani
M7600 Beat DJ
M850 Instinct HD
M8800 Pixon
M8910 Pixon12
Metro TV
Mpower Muzik 219
Mpower TV S239
Mpower Txt M369
P1000 Galaxy Tab
P1010 Galaxy Tab Wi-Fi
P180
P260
P270
P6200 Galaxy Tab 7.0 Plus
P7100 Galaxy Tab 10.1v
P960
R260 Chrono
R351 Freeform
R360 Freeform II
R360 Messenger Touch
R380 Freeform III
R520 Trill
R570 Messenger III
R580 Profile
R640 Character
R710 Suede
R860 Caliber
R900 Craft
S3030 Tobi
S3100
S3110
S3310
S3370
S3500
S3550 Shark 3
S3600
S3650 Corby
S3650W Corby
S3770
S3850 Corby II
S5050
S5150 Diva folder
S5200
S5230 Star
S5230W Star WiFi
S5233T
S5260 Star II
S5350 Shark
S5500 Eco
S5510
S5530
S5550 Shark 2

281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351

S5560 Marvel
S5600 Preston
S5600v Blade
S5610
S5620 Monte
S5630C
S6700
S7070 Diva
S720i
S7220 Ultra b
S7330
S7350 Ultra s
S7550 Blue Earth
S8000 Jet
S8300 UltraTOUCH
S9110
S9402 Ego
SCH-W699
T109
T119
T139
T219
T229
T249
T339
T349
T369
T401G
T409
T459 Gravity
T469 Gravity 2
T479 Gravity 3
T539 Beat
T559 Comeback
T639
T659 Scarlet
T669 Gravity T
T729 Blast
T746 Impact
T819
T919 Behold
T929 Memoir
Trender
U100
U300
U320 Haven
U360 Gusto
U450 DoubleTake
U450 Intensity
U460 Intensity II
U700
U750 Zeal
U800 Soul b
U810 Renown
U900 Soul
U960 Rogue
V820L
W169 Duos
W259 Duos
W299 Duos
W850
W880 AMOLED 12M
W960 AMOLED 3D
W9705
X550
Xcover 271
Z170
Z240
Z360
Z630
ZV60

www.charterequityresearch.com

May 21, 2012

Samsung Standout* Phones


1
2
3

Galaxy Nexus
I9100 Galaxy SII
I997 Infus 4G

*Uniquely successful models for which the company provided unit sales data.
www.charterequityresearch.com

May 21, 2012

www.charterequityresearch.com

May 21, 2012

RF Content Analysis
Samsung

www.charterequityresearch.com

May 21, 2012


Samsung Phones
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66

Model Number
:) Smiley
A167
A177
A200K Nori F
A220 F Nori
A237
A257 Magnet
A411
A517
A637
A657
A667 Evergreen
A687 Strive
A697 Sunburst
A711
A717
A727
A737
A746
A767 Propel
A777
A797 Flight
A817 Solstice II
A827 Access
A837 Rugby
A847 Rugby II
A867 Eternity
A877 Impression
A886 Forever
A887 Solstice
A897 Mythic
A927 Flight II
Acclaim
B100
B110
B130
B200
B210
B2100
B2700
B300
B320
B3210 CorbyT
B3310
B3410
B3410W Ch@t
B500
B510
B520
B5310 CorbyPRO
B5702
B5722
B6520 Omnia PRO 5
B7300 OmniaLITE
B7320 OmniaPRO
B7330 OmniaPRO
B7350 Omnia PRO 4
B7610 OmniaPRO
B7620
B7722
Breeze B209
C140
C160
C170
C180
C250

Bands
Modes
6
2
4
4
4
4
4
4
4
6
6
6
6
4
4
6
6
6
6
6
6
6
7
6
6
7
6
6
6
6
7
6
2
2
4
2
2
2
4
5
2
2
4
4
4
4
2
3
2
6
4
4
7
6
7
6
6
6
6
5
1
2
2
2
2
2

RF
($)
3.30
0.55
1.10
1.10
1.10
1.10
1.10
1.59
1.10
3.15
3.15
3.15
3.15
1.10
1.59
3.15
3.15
3.15
3.15
3.15
3.15
3.15
3.75
3.15
3.15
4.40
3.15
3.15
3.15
3.15
3.75
3.15
2.30
0.55
1.10
0.55
0.55
0.55
1.10
2.35
0.55
0.55
1.10
1.10
1.10
1.10
0.55
0.89
0.55
3.05
1.10
1.10
4.40
3.05
4.40
3.05
3.05
3.05
4.06
2.35
0.70
0.55
0.55
0.55
0.55
0.55

GSM
UMTS
CDMA
LTE
850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
 






 


 


 


 


 






 


 




 




 




 




 






 




 




 




 




 




 




 




 


 

 




 




 





 




 




 




 




 


 

 








 








 


 







 


 


 


 









 




 


 


 





 




 





 




 




 










 















www.charterequityresearch.com

May 21, 2012


Samsung Phones
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130

Model Number
C260
C270
C275
C3010
C3050 Stratus
C3060R
C3110
C3200 Monte Bar
C3212
C3300K Champ
C3322
C3350
C3510 Genoa
C3520
C3530
C3560
C3630
C3750
C414
C450
C500
C5010 Squash
C510
C5130
C520
C5212
C5220
C5510
C6112
C6620
C6625
C6712 Star II DUOS
Ch@t 222
Ch@t 322
Ch@t 335
Ch@t 350
Ch@t 527
Conquer 4G
Continuum I400
Convoy 2
Corby TV F339
D780
D900i
D980
Dart
DoubleTime
Droid Charge
DuosTV I6712
E1070
E1080T
E1085T
E1100
E1107 Crest Solar
E1110
E1117
E1120
E1125
E1130B
E1150
E1160
E1170
E1182
E1190
E1195

Bands
Modes
2
2
2
3
4
2
4
4
2
4
4
4
4
4
4
4
4
4
6
2
3
6
3
6
2
2
4
6
4
4
4
4
4
4
4
4
6
3
2
2
1
3
4
3
6
0
3
4
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2

RF
($)
0.55
0.55
0.55
0.89
1.10
0.55
1.10
1.10
0.55
1.10
1.10
1.10
1.10
1.10
1.10
1.10
1.10
1.10
3.15
0.55
0.89
3.05
0.89
3.05
0.55
0.55
1.59
3.05
1.10
2.14
2.14
1.10
1.10
1.10
1.10
1.10
3.05
2.48
2.30
2.30
0.70
0.89
1.10
0.89
3.30
3.00
1.10
0.55
0.55
0.55
0.55
0.55
0.55
0.55
0.55
0.55
0.55
0.55
0.55
0.55
0.55
0.55
0.55

850































GSM
UMTS
CDMA
LTE
900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
















































































































































































www.charterequityresearch.com

May 21, 2012


Samsung Phones
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194

Model Number
E1210
E1225 Dual Sim Shift
E1230
E1232B
E1252
E1310
E1360
E1390
E1410
E200
E200 ECO
E210
E2100B
E2120
E2130
E215
E2152
E2210B
E2230
E2232
E230
E2330
E2370 Xcover
E251
E2510
E2530
E2550 Monte Slider
E2600
E2652 Champ Duos
E2652W Champ Duos
E3210
E3213 Hero
E590
E740
E830
E840
E950
Epic 4G
Exhibit 4G
Exhibit II 4G
F110
F200
F250
F268
F270 Beat
F275
F400
F480
F480i
F490
F510
Fascinate
Focus
Focus Flash I677
Focus S I937
G400 Soul
G600
G810
Galaxy 551
Galaxy A
Galaxy Ace S5830
Galaxy Fit S5670
Galaxy Gio S5660
Galaxy M Pro B7800

Bands
Modes
2
2
2
2
2
2
2
2
2
3
3
3
2
2
2
4
2
4
2
2
3
4
2
3
4
4
2
4
3
3
6
6
3
3
3
4
3
1
6
7
4
3
3
3
4
4
4
6
4
4
4
2
7
7
7
4
4
4
7
5
6
6
6
6

RF
($)
0.55
0.55
0.55
0.55
0.55
0.55
0.55
0.55
0.55
0.89
0.89
0.89
0.55
0.55
0.55
1.10
0.55
1.10
0.55
0.55
0.89
1.10
0.55
0.89
1.10
1.10
0.55
1.10
0.89
0.89
3.05
3.05
0.89
0.89
0.89
1.10
0.89
1.25
3.30
4.00
1.10
0.89
0.89
0.89
1.10
1.10
2.14
3.05
2.14
2.14
2.14
2.30
4.40
4.40
4.40
2.14
1.10
2.14
3.75
2.35
3.05
3.05
3.05
3.05

850






























GSM
UMTS
CDMA
LTE
900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600























































































































































































 


























www.charterequityresearch.com

May 21, 2012


Samsung Phones
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260

Model Number
Galaxy Mini S5570
Galaxy Nexus
Galaxy Nexus i515
Galaxy Note
Galaxy Pop i559
Galaxy Prevail
Galaxy Pro B7510
Galaxy Q
Galaxy S 4G
Galaxy S II 4G
Galaxy S II AT&T
Galaxy S II Epic 4G Touch
Galaxy S II HD LTE
Galaxy S II LTE
Galaxy S II LTE i727R
Galaxy S II Skyrocket i727
Galaxy S II T-Mobile
Galaxy S WiFi 5.0
Galaxy Tab 10.1
Galaxy Tab 10.1 3G
Galaxy Tab 10.1 LTE
Galaxy Tab 4G LTE
Galaxy Tab 8.9 3G
Galaxy Tab 8.9 LTE
Galaxy Tab 8.9 P7310
Galaxy Tab CDMA
Galaxy Tab T-Mobile
Galaxy W I8150
Galaxy Y Pro B5510
Galaxy Y S5360
Google Nexus S
Google Nexus S 4G
Google Nexus S I9020A
Google Nexus S I9023
Gravity SMART
Gravity TXT T379
Guru E1081T
Hero Plus B159
I100 Gem
I110 Illusion
i200
i220 Code
i225 Exec
i350 Intrepid
i400
I405 Stratosphere
i450
i520
i550
I5500 Galaxy 5
i560
I5700 Galaxy Spica
I5800 Galaxy 3
I5801 Galaxy Apollo
i617 BlackJack II
I6210
I6220 Star TV
i637 Jack
i640
I6500U Galaxy
i710
i7110
i740
I7500 Galaxy
i770 Saga
i780

Bands
Modes
6
9
3
9
1
2
6
6
6
8
7
2
0
11
9
10
7
0
0
8
3
3
8
11
0
2
6
6
6
6
7
2
9
7
6
6
2
1
2
2
4
2
2
7
3
3
4
4
4
6
4
8
6
6
7
4
4
7
4
6
4
6
3
7
4
4

RF
($)
3.05
6.05
3.00
5.80
0.70
2.30
3.05
3.15
3.30
4.95
4.70
3.90

GSM
UMTS
CDMA
LTE
850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
 




 


 






 


 






 




 




 


















7.65
6.70
7.40
4.30

5.10
3.00
3.00
5.10
7.80
2.30
3.30
3.05
3.05
3.05
4.00
2.30
6.05
4.00
3.30
3.30
0.55
0.70
2.30
2.30
2.14
2.30
2.30
4.65
0.89
3.00
2.14
2.14
2.14
3.05
2.14
5.10
3.05
3.05
4.40
1.10
1.10
4.40
2.14
3.05
1.10
3.05
0.89
4.00
1.10
2.14








































































































































































































































































www.charterequityresearch.com

May 21, 2012


Samsung Phones
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324

Model Number
I8000 Omnia II
i8510 INNOV8
I8520 Galaxy Beam
I8700 Omnia 7
i8910 Omnia HD
i897 Captivate
i900 Omnia
I9000 Galaxy S
I9001 Galaxy S Plus
I9003 Galaxy SL
I9010 Galaxy S Armani
i907 Epix
I909 Galaxy S
I9100 Galaxy S II
I9100G Galaxy S II
I9103 Galaxy R
i927 Captivate Glide
I997 Infuse 4G
Impact
Impact b
Impact sf
Intercept
J150
J165
J200
J210
J400
J600
J610
J630
J700
J750
J800 Luxe
L170
L310
L320
L700
L760
L770
L810v Steel
L870
M110
M110S Galaxy S
M130
M130K Galaxy K
M130L Galaxy U
M140
M150
M190 Galaxy S Hoppin
M200
M210S Wave2
M220L Galaxy Neo
M2310
M2510
M2520 Beat Techno
M260 Factor
M2710 Beat Twist
M300
M310
M3200 Beat s
M3310
M3310L
M350 Seek
M3510 Beat b

Bands
Modes
7
8
7
6
7
7
5
7
7
7
8
7
5
8
8
6
7
7
2
2
2
2
3
6
4
3
4
3
3
4
3
4
4
4
3
3
5
4
4
4
5
2
4
4
7
2
4
2
4
4
6
2
4
4
4
2
4
3
4
4
4
4
2
4

RF
($)
4.40
5.10
4.40
3.05
4.40
4.40
2.35
4.40
4.40
4.40
5.10
4.40
3.19
5.10
5.10
3.05
4.40
4.40
0.55
0.55
0.55
2.30
0.89
3.05
2.14
0.89
2.14
0.89
0.89
2.14
0.89
2.14
2.14
2.14
0.89
0.89
2.35
2.14
2.14
2.14
2.35
0.55
1.10
1.10
4.40
2.30
1.10
0.55
1.10
1.10
3.05
2.30
1.10
1.10
1.10
2.30
1.10
0.89
1.10
1.10
1.10
1.10
2.30
1.10

850




































GSM
UMTS
CDMA
LTE
900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600









 


















































 
















 





 






































































































































































www.charterequityresearch.com

May 21, 2012


Samsung Phones
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390

Model Number
M3710 Corby Beat
M5650 Lindy
M580 Replenish
M600
M620
M6710 Beat DISC
M715 T*OMNIA II
M750 Restore
M7500 Emporio Armani
M7600 Beat DJ
M850 Instinct HD
M8800 Pixon
M8910 Pixon12
M900 Moment
M920 Transform
M930 Transform Ultra
Mesmerize i500
Metro TV
Mpower Muzik 219
Mpower TV S239
Mpower Txt M369
Omnia W I8350
P1000 Galaxy Tab
P1010 Galaxy Tab Wi-Fi
P180
P260
P270
P6200 Galaxy Tab 7.0 Plus
P7100 Galaxy Tab 10.1v
P960
Propel Pro
R260 Chrono
R351 Freeform
R360 Freeform II
R360 Messenger Touch
R380 Freeform III
R520 Trill
R570 Messenger III
R580 Profile
R640 Character
R680 Repp
R710 Suede
R720 Admire
R730 Transfix
R860 Caliber
R900 Craft
R910 Galaxy Indulge
S3030 Tobi
S3100
S3110
S3310
S3370
S3500
S3550 Shark 3
S3600
S3650 Corby
S3650W Corby
S3770
S3850 Corby II
S5050
S5150 Diva folder
S5200
S5230 Star
S5230W Star WiFi
S5233T
S5250 Wave525

Bands
Modes
4
6
2
3
3
6
4
2
5
6
0
5
6
2
2
3
2
5
0
2
1
8
7
0
3
3
3
7
8
4
7
2
2
4
2
4
2
2
2
2
2
2
2
2
2
4
4
3
4
2
4
6
4
4
4
4
4
6
4
4
3
4
4
4
4
4

RF
($)
1.10
3.70
2.30
0.89
0.89
3.05
1.10
2.30
2.35
3.05
2.35
3.05
2.30
2.30
2.48
2.30
2.35
2.30
0.70
5.10
4.40
0.89
0.89
0.89
4.40
5.10
2.14
4.40
2.30
2.30
4.50
2.30
4.50
2.30
2.30
2.30
2.30
2.30
2.30
2.30
0.88
2.30
4.30
4.30
0.89
1.10
0.55
1.10
3.05
1.10
1.10
1.10
1.10
1.10
3.05
1.10
1.10
0.89
1.10
1.10
1.10
1.10
1.10

GSM
UMTS
CDMA
LTE
850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
 


 












 




 




 



 



















































































































































































































www.charterequityresearch.com

May 21, 2012


Samsung Phones
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454

Model Number
S5260 Star II
S5330 Wave533
S5350 Shark
S5500 Eco
S5510
S5530
S5550 Shark 2
S5560 Marvel
S5600 Preston
S5600v Blade
S5610
S5620 Monte
S5630C
S5690 Galaxy Xcover
S5750 Wave575
S5780 Wave 578
S6700
S7070 Diva
S720i
S7220 Ultra b
S7230E Wave 723
S7330
S7350 Ultra s
S7550 Blue Earth
S8000 Jet
S8300 UltraTOUCH
S8500 Wave
S8530 Wave II
S8600 Wave 3
S9110
S9402 Ego
SCH-W699
SPH-i325 Ace
T109
T119
T139
T219
T229
T249
T339
T349
T369
T401G
T409
T459 Gravity
T469 Gravity 2
T479 Gravity 3
T539 Beat
T559 Comeback
T639
T659 Scarlet
T669 Gravity T
T729 Blast
T746 Impact
T819
T919 Behold
T929 Memoir
T939 Behold 2
Trender
U100
U300
U320 Haven
U360 Gusto
U450 DoubleTake

Bands
Modes
4
4
6
5
5
5
6
4
8
6
6
6
3
6
6
6
6
3
3
6
6
5
6
6
8
6
8
6
6
2
3
3
2
2
2
2
3
3
4
3
3
4
4
3
4
6
6
4
5
5
6
6
4
8
5
5
5
6
1
3
3
2
2
2

RF
($)
1.10
1.10
3.05
2.35
2.35
2.35
3.05
1.10
5.10
3.05
3.05
3.05
0.89
3.05
3.05
3.05
3.05
0.89
0.89
3.05
3.05
2.35
3.05
3.05
5.10
3.05
5.10
3.05
3.05
0.55
0.89
0.89
0.55
0.55
0.55
0.55
0.76
0.76
1.10
0.76
0.76
1.10
1.10
0.76
1.10
3.30
3.30
1.10
2.35
2.05
3.30
3.30
1.10
5.35
2.05
2.05
2.05
3.30
0.70
0.89
0.89
2.30
2.30
2.30

GSM
UMTS
CDMA
LTE
850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
 


 


 




 



 



 



 




 


 


 


 




 




 







 




 




 




 










 




 




 



 




 




 


 


 




 


 


 




 


























 








 


 





 


 




 




 


 



 



 




 




 


 






 



 



 



 


















www.charterequityresearch.com

May 21, 2012


Samsung Phones
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482

Model Number
U450 Intensity
U460 Intensity II
U700
U750 Zeal
U800 Soul b
U810 Renown
U900 Soul
U960 Rogue
V820L
Vibrant
Vodafone 360 H1
Vodafone 360 M1
W169 Duos
W259 Duos
W299 Duos
W850
W880 AMOLED 12M
W960 AMOLED 3D
W9705
Wave M S7250
Wave Y S5380
X550
Xcover 271
Z170
Z240
Z360
Z630
ZV60

Bands
Modes
2
2
4
2
4
4
5
2
5
5
5
5
3
3
4
5
4
3
4
6
6
3
6
4
4
4
4
4

RF
($)
2.30
2.14
2.30
2.14
1.10
2.84
2.30
2.35
2.05
2.35
2.35
1.25
1.25
1.59
2.35
2.14
0.89
1.10
3.05
3.05
0.89
3.05
2.14
2.14
2.14
2.14
2.14

GSM
UMTS
CDMA
LTE
850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600














 









 



 



 



 













 










 


 




 







 

























www.charterequityresearch.com

May 21, 2012

www.charterequityresearch.com

Edward Snyder
Managing Director
Ph: 415.931.9955
esnyder@charterequityresearch.com

May 21, 2012

2011 Phones
Nokia

Please see analyst certification and important disclosures at the end of this report.

www.charterequityresearch.co
m

May 21, 2012

Nokia 2011 Models


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60

100
101
500
603
700
701
1200
1202
1208
1209
1280
1616
1650
1661
1662
1800
2630
2660
2690
2760
3555
5000
5070
5230
5233
5250
6263
6267
6301
6350
6555
6788
7020
7230
1680 classic
2220 slide
2323 classic
2330 classic
2600 classic
2680 slide
2700 classic
2710 Navigation Edition
2720 fold
2730 classic
3109 classic
3110 classic
3110 Evolve
3120 classic
3208c
3500 classic
3600 slide
3610 fold
3710 fold
3720 classic
5030 XpressRadio
5130 XpressMusic
5132 XpressMusic
5220 XpressMusic
5235 Comes With Music
5310 XpressMusic

61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120

5320 XpressMusic
5330 Mobile TV Edition
5330 XpressMusic
5530 XpressMusic
5610 XpressMusic
5630 XpressMusic
5730 XpressMusic
5800 Navigation Edition
5800 XpressMusic
6110 Navigator
6120 classic
6121 classic
6124 classic
6208c
6210 Navigator
6212 classic
6220 classic
6260 slide
6300i
6303 classic
6303i classic
6500 classic
6500 slide
6600 fold
6600 slide
6600i slide
6650 fold
6700 classic
6700 slide
6710 Navigator
6720 classic
6730 classic
6760 slide
6790 Surge
702T
7070 Prism
7100 Supernova
7210 Supernova
7310 Supernova
7500 Prism
7510 Supernova
7610 Supernova
7900 Crystal Prism
7900 Prism
8600 Luna
8800 Arte
8800 Carbon Arte
8800 Gold Arte
8800 Sapphire Arte
Asha 300
Asha 303
C1-00
C1-01
C1-02
C2-00
C2-01
C2-02
C2-03
C2-05
C2-06

121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182

C3
C3-01 Gold Edition
C3-01 Touch and Type
C5
C5 5MP
C5 TD-SCDMA
C5-03
C6
C6-01
C7
C7 Astound
E5
E51
E51 camera-free
E52
E55
E6
E61i
E63
E65
E66
E7
E71
E72
E73 Mode
E75
E90
Lumia 710
Lumia 800
Mural
N76
N77
N78
N79
N8
N81
N81 8GB
N82
N85
N86 8MP
N9
N900
N93i
N95 8GB
N950
N96
N97
N97 mini
Oro
T7
X1-00
X1-01
X2
X2-01
X3
X3-02 Touch and Type
X5 TD-SCDMA
X5-01
X6
X6 16GB
X6 8GB
X7-00

www.charterequityresearch.com

May 21, 2012

Of the 182 different Nokia phone MODELS available in 2011.


(distribution by band/mode)
6%
9%
7%
9 bands
3 bands
19%
8 bands

4 bands
7 bands

32%

10%
6 bands
12%

18%

5%

(distribution by RF content)
13%

Under
$6.00

Under
$1.00

Under
$2.00
18%

Under
$5.00

30%

Under
$4.00
13%

Under
$3.00
8%
www.charterequityresearch.com

May 21, 2012

Of the 417M phones Nokia SOLD in 2011.


( unit sales by content per phone)

13%

15%
Under
$6.00

10%

Under
$1.00

Under
$5.00
Under
$4.00

9%

Under
$2.00

Under $3.00

5%

48%

Total ~ $1.071B

Mode =$1.10
Median =$2.35
Average =$2.76

Total 2011 Units (est) = 417M

(total RF content by model)


Mean ~ $1.071B
Median ~ $0.744B
Mode ~ $0.768B

RF Content ($ M) .

1,250
1,000
750

5230
500

Smart

250

Feature
2690, 2760, 5130

0
Mean

Median

Mode

www.charterequityresearch.com

May 21, 2012

RF Content per Phone


250

Unit Sales (M)

200
150
100
50
0
$0

$2

$4

$6

$8

Nokia WCDMA

250

250

200

200

Unit Sales (M)

Unit Sales (M)

Nokia GSM

$10

150
100
50

150
100
50

0
$0

$2

$4

$6

$8

$10

$0

$2

$4

$6

$8

$10

www.charterequityresearch.com

May 21, 2012

Band/Modes per Phone


250

Unit Sales (M)

200
150
100
50
0
0

10

12

Nokia WCDMA
250

200

200

Unit Sales (M)

Unit Sales (M)

Nokia GSM
250

150
100
50

150
100
50

10

12

10

12

www.charterequityresearch.com

May 21, 2012

Nokia 2011 Smartphones


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23

500
603
700
701
5230
C5
C5-03
C6
C6-01
C7
C7 Astound
E5
E52
E6
E63
E7
E72
Lumia 710
Lumia 800
N8
N9
OrO
X7-00

www.charterequityresearch.com

May 21, 2012

Nokia 2011 Feature Phones


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60

100
101
1200
1202
1208
1209
1280
1616
1650
1661
1662
1800
2630
2660
2690
2760
3555
5000
5070
5233
5250
6263
6267
6301
6350
6555
6788
7020
7230
1680 classic
2220 slide
2323 classic
2330 classic
2600 classic
2680 slide
2700 classic
2710 Navigation Edition
2720 fold
2730 classic
3109 classic
3110 classic
3110 Evolve
3120 classic
3208c
3500 classic
3600 slide
3610 fold
3710 fold
3720 classic
5030 XpressRadio
5130 XpressMusic
5132 XpressMusic
5220 XpressMusic
5235 Comes With Music
5310 XpressMusic
5320 XpressMusic
5330 Mobile TV Edition
5330 XpressMusic
5530 XpressMusic
5610 XpressMusic

61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120

5630 XpressMusic
5730 XpressMusic
5800 Navigation Edition
5800 XpressMusic
6110 Navigator
6120 classic
6121 classic
6124 classic
6208c
6210 Navigator
6212 classic
6220 classic
6260 slide
6300i
6303 classic
6303i classic
6500 classic
6500 slide
6600 fold
6600 slide
6600i slide
6650 fold
6700 classic
6700 slide
6710 Navigator
6720 classic
6730 classic
6760 slide
6790 Surge
702T
7070 Prism
7100 Supernova
7210 Supernova
7310 Supernova
7500 Prism
7510 Supernova
7610 Supernova
7900 Crystal Prism
7900 Prism
8600 Luna
8800 Arte
8800 Carbon Arte
8800 Gold Arte
8800 Sapphire Arte
Asha 300
Asha 303
C1-00
C1-01
C1-02
C2-00
C2-01
C2-02
C2-03
C2-05
C2-06
C3
C3-01 Gold Edition
C3-01 Touch and Type
C5 5MP
C5 TD-SCDMA

121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159

E51
E51 camera-free
E55
E61i
E65
E66
E71
E73 Mode
E75
E90
Mural
N76
N77
N78
N79
N81
N81 8GB
N82
N85
N86 8MP
N900
N93i
N95 8GB
N950
N96
N97
N97 mini
T7
X1-00
X1-01
X2
X2-01
X3
X3-02 Touch and Type
X5 TD-SCDMA
X5-01
X6
X6 16GB
X6 8GB

www.charterequityresearch.com

May 21, 2012

Nokia Standout* Phones


1
2
3
4

C6-01
C7
N8
5230

*Uniquely successful models for which the company provided unit sales data.
www.charterequityresearch.com

May 21, 2012

www.charterequityresearch.com

May 21, 2012

RF Content Analysis
Nokia

www.charterequityresearch.com

May 21, 2012


Nokia Phones
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67

Model

Bands
Modes

RF
($)

100
101
500
603
700
701
1200
1202
1208
1209
1280
1616
1650
1661
1662
1800
2630
2660
2690
2760
3555
5000
5070
5230
5233
5250
6263
6267
6301
6350
6555
6788
7020
7230
1680 classic
2220 slide
2323 classic
2330 classic
2600 classic
2680 slide
2700 classic
2710
2720 fold
2730 classic
3109 classic
3110 classic
3110 Evolve
3120 classic
3208c
3500 classic
3600 slide
3610 fold
3710 fold
3720 classic
5030 Xpress
5130
5132
5220
5235
5310
5320
5330
5330
5530
5610
5630
5730

2
2
8
8
9
9
4
4
4
4
2
4
2
4
2
2
4
2
4
4
8
4
4
8
4
4
6
6
3
7
7
3
4
8
4
4
4
4
2
4
4
4
4
8
3
3
3
7
3
4
4
4
7
3
4
4
4
4
8
4
8
9
9
4
7
5
7

0.55
0.55
4.39
4.39
4.60
4.60
1.10
1.10
1.10
1.10
0.55
1.10
0.55
1.10
0.55
0.55
1.10
0.55
1.10
1.10
5.35
1.10
1.10
5.10
1.10
1.10
3.30
3.05
0.89
4.40
4.40
0.89
1.10
5.10
1.10
1.10
1.10
1.10
0.55
1.10
1.10
1.10
1.10
5.10
0.89
0.89
0.89
4.40
0.89
1.10
1.10
1.10
4.40
0.89
1.10
1.10
1.10
1.10
5.10
1.10
5.10
4.60
4.60
1.10
4.40
2.35
4.40

GSM
UMTS
CDMA
LTE
850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600





























































































































































































































































































































www.charterequityresearch.com

May 21, 2012


Nokia Phones
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134

Model

Bands
Modes

RF
($)

5800
5800
6110
6120 classic
6121 classic
6124 classic
6208c
6210
6212 classic
6220 classic
6260 slide
6300i
6303 classic
6303i classic
6500 classic
6500 slide
6600 fold
6600 slide
6600i slide
6650 fold
6700 classic
6700 slide
6710 Navigator
6720 classic
6730 classic
6760 slide
6790 Surge
702T
7070 Prism
7100 Supernova
7210 Supernova
7310 Supernova
7500 Prism
7510 Supernova
7610 Supernova
7900
7900 Prism
8600 Luna
8800
8800 Carbon
8800 Gold
8800 Sapphire
Asha 300
Asha 303
C1-00
C1-01
C1-02
C2-00
C2-01
C2-02
C2-03
C2-05
C2-06
C3
C3-01 Gold
C3-01
C5
C5 5MP
C5 TD-SCDMA
C5-03
C6
C6-01
C7
C7 Astound
E5
E51
E51 camera-free

8
8
4
6
6
6
3
8
6
6
7
3
3
3
6
6
6
6
6
6
7
8
5
8
6
6
6
4
4
4
3
4
4
4
4
6
6
4
4
4
4
4
8
9
2
4
4
2
8
4
4
4
4
4
8
8
6
7
4
7
8
9
9
8
8
6
6

5.10
5.10
1.10
3.05
3.05
3.05
0.89
5.10
3.05
3.05
4.40
0.89
0.89
0.89
3.05
3.05
3.05
3.05
3.05
3.05
4.40
5.10
2.35
5.10
3.05
3.05
3.15
1.10
1.10
1.10
0.89
1.10
1.10
1.10
1.10
3.05
3.05
1.10
2.14
2.14
2.14
2.14
5.10
4.60
0.55
1.10
1.10
0.55
5.10
1.10
1.10
1.10
1.10
1.10
5.10
5.10
3.05
3.75
1.10
4.40
5.10
4.60
4.60
4.70
5.10
3.05
3.05

GSM
UMTS
CDMA
LTE
850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600










































































































































































































































































































































































































www.charterequityresearch.com

May 21, 2012

Nokia Phones
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182

Bands
Model
Modes
E52
7
E55
8
E6
9
E61i
5
E63
8
E65
5
E66
8
E7
9
E71
8
E72
8
E73 Mode
7
E75
8
E90
5
Lumia 710
7
Lumia 800
8
Mural
7
N76
5
N77
4
N78
8
N79
6
N8
9
N81
5
N81 8GB
5
N82
5
N85
8
N86 8MP
8
N9
9
N900
7
N93i
4
N95 8GB
7
N950
9
N96
8
N97
8
N97 mini
8
Oro
9
T7
4
X1-00
4
X1-01
2
X2
4
X2-01
4
X3
4
X3-02
8
X5 TD-SCDMA
4
X5-01
8
X6
7
X6 16GB
8
X6 8GB
7
X7-00
9

RF
($)
3.75
5.10
4.60
2.35
5.10
2.35
5.10
4.60
5.10
5.10
4.00
5.10
2.35
4.40
5.10
4.40
2.35
2.14
5.10
3.05
4.60
2.35
2.35
2.35
5.10
5.10
4.60
4.00
2.14
4.40
4.60
5.10
5.10
5.10
4.60
1.10
1.10
0.55
1.10
1.10
1.10
5.10
1.10
5.10
4.40
5.10
4.40
4.60

GSM
UMTS
850 900 1800 1900 850 900 1700 1900 2100



































































































































































































































































































































800 850

CDMA
LTE
900 1700 1900 700 800 1700 1800 2100 2600

www.charterequityresearch.com

Edward Snyder
Managing Director
Ph: 415.931.9955
esnyder@charterequityresearch.com

May 21, 2012

2011 Phones
Apple

Please see analyst certification and important disclosures at the end of this report.

www.charterequityresearch.co
m

May 21, 2012

Apple 2011 Models


1
2
3
4
5
6
7

iPad 2 CDMA
iPad 2 Wi-Fi
iPad 2 Wi-Fi + 3G
iPhone 3GS
iPhone 4
iPhone 4 CDMA
iPhone 4S

www.charterequityresearch.com

May 21, 2012

Of the 7 different Apple phone MODELS available in 2011.

(distribution by band/mode)
14%

14%

1 bands

10 bands

29%
2 bands

8 bands

43%

(distribution by RF content)
14%

14%
$8.00

14%

$0.55

$6.30
$2.30
30%

$5.10

$4.85
14%

14%
www.charterequityresearch.com

May 21, 2012

Of the 133.6M devices Apple SOLD in 2011.


(unit sales by content per phone)

23%
29%
$8.00

$0.55

$2.30

5%

$4.85
$6.30

$5.10

25%

12%

6%

(total RF content by model)


$750M

Total ~ $0.668B

Tablets
$500M

$250M

iPhone 3GS

iPhone CDMA

iPhone 4, 4S

$0M
Model

www.charterequityresearch.com

May 21, 2012

RF Content per Phone

Unit Sales (M)

80
60
40
20
0
$0

$2

$4

$6

$8

$10

Apple WCDMA

Unit Sales (M)

80
60
40
20
0
$0

$2

$4

$6

$8

$10

Apple CDMA

Unit Sales (M)

80
60
40
20
0
$0

$2

$4

$6

$8

$10

www.charterequityresearch.com

May 21, 2012

Band/Modes per Phone

Unit Sales (M)

80
60
40
20
0
0

10

12

Apple WCDMA

Unit Sales (M)

60

40

20

0
0

10

12

Apple CDMA

Unit Sales (M)

80
60
40
20
0
0

10

12

www.charterequityresearch.com

May 21, 2012

RF Content Analysis
Apple

www.charterequityresearch.com

May 21, 2012

Apple Phones
Model
Bands
1 iPad 2 CDMA
2
2
iPad 2 Wi-Fi
1
3 iPad 2 Wi-Fi + 3G
8
4
iPhone 3GS
8
5
iPhone 4
8
6 iPhone 4 CDMA
2
7
iPhone 4S
10

RF
$
2.30
0.55
5.10
4.85
8.00
2.30
6.30

GSM
UMTS
CDMA
LTE
850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600







































www.charterequityresearch.com

Edward Snyder
Managing Director
Ph: 415.931.9955
esnyder@charterequityresearch.com

May 21, 2012

2011 Phones
LG Electronics

Please see analyst certification and important disclosures at the end of this report.

www.charterequityresearch.com

May 21, 2012

LG Electronics 2011 Models


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70

8575 Samba
A100
A120
A130
A140
A155
A160
A165
A180
A190
A200
A230
A350
Apex
Axis
BL20 New Chocolate
BL40 New Chocolate
C105
C310
C320 InTouch Lady
C375 Cookie Tweet
C900 Optimus 7Q
C900 Optimus 7Q
CB630 Invision
CE110
CF360
CG180
Cookie 3G T320
Cookie Lite T300
Cookie Style T310
Cookie WiFi T310i
Cosmos 2
Cosmos Touch VN270
CP150
CT810 Incite
CU500V
CU515
CU720 Shine
CU915 Vu
DoublePlay
E900 Optimus 7
EGO T500
EGO Wi-Fi
Enlighten VS700
Esteem MS910
Extravert
Fathom VS750
Flick T320
GB102
GB106
GB109
GB110
GB125
GB130
GB160
GB170
GB190
GB210
GB220
GB230 Julia
GB250
GB270
GB280
GC900 Viewty Smart
GD310
GD330
GD350
GD510 Pop
GD550 Pure
GD580 Lollipop

71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140

GD710 Shine II
GD880 Mini
GD900 Crystal
GD910
GM200 Brio
GM210
GM310
GM360 Viewty Snap
GM650s
GM730 Eigen
GS106
GS107
GS155
GS190
GS200
GS290 Cookie Fresh
GS390 Prime
GS500 Cookie Plus
GT365 Neon
GT400 Viewty Smile
GT405
GT500 Puccini
GT505
GT540 Optimus
GT550 Encore
GT950 Arena
GU200
GU230 Dimsun
GU285
GU292
GW300
GW370 Rumour Plus
GW520
GW550
GW620
GW820 eXpo
GW880
GW910
GX200
GX300
GX500
HB620T
Jil Sander Mobile
KB770
KB775 Scarlet
KC550
KC560
KC780
KC910 Renoir
KC910i Renoir
KE500
KE770 Shine
KE850 Prada
KE970 Shine
KE990 Viewty
KF240
KF245
KF300
KF305
KF311
KF350
KF390
KF510
KF600
KF700
KF750 Secret
KF755 Secret
KF757 Secret
KF900 Prada
KG130

141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210

KG195
KG270
KG275
KG288
KG290
KG375
KH3900 Joypop
KH5200 Andro-1
KM330
KM338
KM380
KM386
KM500
KM555E
KM570 Cookie Gig
KM710
KM900 Arena
KP105
KP108
KP110
KP152
KP170
KP199
KP200
KP202
KP210
KP215
KP220
KP235
KP260
KP265
KP270
KP320
KP500 Cookie
KP501 Cookie
KP502 Cookie
KS10
KS20
KS360
KS365
KS500
KS660
KT520
KT610
KT770
KU2100
KU250
KU311
KU380
KU950
KU970 Shine
Marquee LS855
MG160
MG295
Nitro HD
Octane
Optimus 2 AS680
Optimus 2X
Optimus 2X SU660
Optimus 3D P920
Optimus 4G LTE
Optimus Big LU6800
Optimus Black (White version)
Optimus Black P970
Optimus Chat C550
Optimus Chic E720
Optimus EX SU880
Optimus Hub
Optimus M
Optimus Mach LU3000

211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256

Optimus Me P350
Optimus Net
Optimus Net Dual
Optimus One P500
Optimus Pad
Optimus Pro C660
Optimus Q LU2300
Optimus Q2 LU8800
Optimus S
Optimus Slider
Optimus Sol E730
Optimus T
Optimus Z
P520
P525
Phoenix
Quantum
Revolution
S310
S365
Scarlet II TV
SU420 Cafe
SU920
T315
T505
T510
T515 Cookie Duo
Thrill 4G
Thrive
T-Mobile G2x
T-Mobile myTouch
T-Mobile myTouch Q
Town C300
Town GT350
Trax CU575
U370
U960
US760 Genesis
Vortex VS660
Vu Plus
Wink 3G T320
Wink Plus GT350i
Wink Style T310
X335
X350
Xenon GR500

www.charterequityresearch.com

May 21, 2012

Of the 256 different LGE phone models available in 2011.


(distribution by band/mode)
4% 1%
6%
17%
2 bands

19% 6 bands

3 bands

19%

5 bands

4%

4 bands

29%
(distribution by RF content)

5%

4% 1%

Under
$5.00

Under $1.00

28%

21%
Under $4.00

Under $2.00
Under $3.00

15%
26%

www.charterequityresearch.com

May 21, 2012

Of the 88.4M devices LGE sold in 2011.

(unit sales by content per phone)


4%

3%

1%

Under
$5.00

30%
Under
$1.00

21%

Under
$4.00

Under
$3.00
Under
$2.00

15%

26%

(total RF content by model)


$200M

$150M

Median ~ $0.136B

Smart

$100M

$50M

Smart

Smart

Feature

Feature

Median

Mode

Feature

$0M
Mean

www.charterequityresearch.com

May 21, 2012

RF Content per Phone

Unit Sales (M)

30

20

10

0
$0

$2

$4

$6

$8

$10

LGE GSM

LGE WCDMA
30

Unit Sales (M)

Unit Sales (M)

30

20

10

20

10

0
$0

$2

$4

$6

$8

$10

$0

$2

LGE CDMA

$6

$8

$10

$8

$10

LGE LTE
30

Unit Sales (M)

30

Unit Sales (M)

$4

20

10

20

10

0
$0

$2

$4

$6

$8

$10

$0

$2

$4

$6

www.charterequityresearch.com

May 21, 2012

Band/Modes per Phone

Unit Sales (M)

30

20

10

0
0

10

12

LGE GSM

LGE WCDMA
30

Unit Sales (M)

Unit Sales (M)

30

20

10

20

10

0
0

10

12

LGE CDMA

10

12

10

12

LGE LTE
30

Unit Sales (M)

30

Unit Sales (M)

20

10

20

10

0
0

10

12

www.charterequityresearch.com

May 21, 2012

LG Electronics 2011 Smart Phones


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62

Apex
Axis
C900 Optimus 7Q
CT810 Incite
DoublePlay
E900 Optimus 7
Enlighten VS700
Esteem MS910
Fathom VS750
GM730 Eigen
GT540 Optimus
GW550
GW620
GW820 eXpo
GW880
GW910
Jil Sander Mobile
KH5200 Andro-1
KS10
KS20
KT610
KT770
KU2100
Marquee LS855
Nitro HD
Optimus 2 AS680
Optimus 2X
Optimus 2X SU660
Optimus 3D P920
Optimus 4G LTE
Optimus Big LU6800
Optimus Black (White version)
Optimus Black P970
Optimus Chat C550
Optimus Chic E720
Optimus EX SU880
Optimus Hub
Optimus M
Optimus Mach LU3000
Optimus Me P350
Optimus Net
Optimus Net Dual
Optimus One P500
Optimus Pad
Optimus Pro C660
Optimus Q LU2300
Optimus Q2 LU8800
Optimus S
Optimus Slider
Optimus Sol E730
Optimus T
Optimus Z
Phoenix
Quantum
Revolution
Thrill 4G
Thrive
T-Mobile G2x
T-Mobile myTouch
T-Mobile myTouch Q
US760 Genesis
Vortex VS660

www.charterequityresearch.com

May 21, 2012

LG Electronics 2011 Feature Phones


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70

8575 Samba
A100
A120
A130
A140
A155
A160
A165
A180
A190
A200
A230
A350
BL20 New Chocolate
BL40 New Chocolate
C105
C310
C320 InTouch Lady
C375 Cookie Tweet
C900 Optimus 7Q
CB630 Invision
CE110
CF360
CG180
Cookie 3G T320
Cookie Lite T300
Cookie Style T310
Cookie WiFi T310i
Cosmos 2
Cosmos Touch VN270
CP150
CT810 Incite
CU500V
CU515
CU720 Shine
CU915 Vu
EGO T500
EGO Wi-Fi
Extravert
Flick T320
GB102
GB106
GB109
GB110
GB125
GB130
GB160
GB170
GB190
GB210
GB220
GB230 Julia
GB250
GB270
GB280
GC900 Viewty Smart
GD310
GD330
GD350
GD510 Pop
GD550 Pure
GD580 Lollipop
GD710 Shine II
GD880 Mini
GD900 Crystal
GD910
GM200 Brio
GM210
GM310
GM360 Viewty Snap

71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140

GM650s
GS106
GS107
GS155
GS190
GS200
GS290 Cookie Fresh
GS390 Prime
GS500 Cookie Plus
GT365 Neon
GT400 Viewty Smile
GT405
GT500 Puccini
GT505
GT550 Encore
GT950 Arena
GU200
GU230 Dimsun
GU285
GU292
GW300
GW370 Rumour Plus
GW520
GX200
GX300
GX500
HB620T
KB770
KB775 Scarlet
KC550
KC560
KC780
KC910 Renoir
KC910i Renoir
KE500
KE770 Shine
KE850 Prada
KE970 Shine
KE990 Viewty
KF240
KF245
KF300
KF305
KF311
KF350
KF390
KF510
KF600
KF700
KF750 Secret
KF755 Secret
KF757 Secret
KF900 Prada
KG130
KG195
KG270
KG275
KG288
KG290
KG375
KH3900 Joypop
KM330
KM338
KM380
KM386
KM500
KM555E
KM570 Cookie Gig
KM710
KM900 Arena

141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196

KP105
KP108
KP110
KP152
KP170
KP199
KP200
KP202
KP210
KP215
KP220
KP235
KP260
KP265
KP270
KP320
KP500 Cookie
KP501 Cookie
KP502 Cookie
KS360
KS365
KS500
KS660
KT520
KU250
KU311
KU380
KU950
KU970 Shine
MG160
MG295
Nitro HD
Octane
P520
P525
S310
S365
Scarlet II TV
SU420 Cafe
SU920
T315
T505
T510
T515 Cookie Duo
Town C300
Town GT350
Trax CU575
U370
U960
Vu Plus
Wink 3G T320
Wink Plus GT350i
Wink Style T310
X335
X350
Xenon GR500

www.charterequityresearch.com

May 21, 2012

2011 LG Electronics Standout* Phones


1
2
3
4

Optimus 4G LTE
Optimus 3D
Optimus One
Revolution

*Uniquely successful models for which the company provided unit sales data.
www.charterequityresearch.com

May 21, 2012

www.charterequityresearch.com

May 21, 2012

RF Content Analysis
LG Electronics

www.charterequityresearch.com

May 21, 2012


LGE Phones
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70

Model
Bands
8575 Samba
2
A100
2
A120
2
A130
5
A140
2
A155
4
A160
2
A165
4
A180
4
A190
2
A200
4
A230
4
A350
6
Apex
2
Axis
2
BL20 New Chocolate
6
BL40 New Chocolate
6
C105
4
C310
4
C320 InTouch Lady
5
C375 Cookie Tweet
4
C900 Optimus 7Q
8
C900 Optimus 7Q
8
CB630 Invision
6
CE110
2
CF360
6
CG180
2
Cookie 3G T320
6
Cookie Lite T300
4
Cookie Style T310
4
Cookie WiFi T310i
4
Cosmos 2
2
Cosmos Touch VN270
2
CP150
3
CT810 Incite
7
CU500V
5
CU515
6
CU720 Shine
6
CU915 Vu
6
DoublePlay
5
E900 Optimus 7
8
EGO T500
4
EGO Wi-Fi
7
Enlighten VS700
2
Esteem MS910
2
Extravert
2
Fathom VS750
10
Flick T320
6
GB102
2
GB106
2
GB109
3
GB110
2
GB125
2
GB130
2
GB160
4
GB170
2
GB190
3
GB210
2
GB220
3
GB230 Julia
4
GB250
4
GB270
3
GB280
4
GC900 Viewty Smart
6
GD310
4
GD330
4
GD350
4
GD510 Pop
4
GD550 Pure
5
GD580 Lollipop
4

RF
($)
2.30
0.68
0.68
2.35
0.68
1.10
0.68
1.10
1.10
0.68
1.10
1.10
3.05
2.30
2.30
3.05
3.05
1.10
1.10
2.35
1.10
5.10
5.10
3.15
0.43
3.15
0.43
3.05
1.10
1.10
1.10
1.65
2.30
0.64
4.40
1.80
3.15
3.15
3.15
2.84
5.10
1.10
4.40
1.65
2.00
1.65
7.40
3.15
0.68
0.68
0.89
0.68
0.68
0.68
1.10
0.68
0.89
0.68
0.89
1.10
2.14
0.89
1.10
3.05
1.10
1.10
1.10
1.10
2.35
2.14

850









GSM
900 1800


























1900

850

UMTS
900 1700

1900

2100

800


850

CDMA
900 1700






























































700

800

LTE
1700 1800



























































2600

























































































2100




















1900





























www.charterequityresearch.com

May 21, 2012


LGE Phones
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140

Model
Bands
GD710 Shine II
6
GD880 Mini
6
GD900 Crystal
7
GD910
5
GM200 Brio
3
GM210
4
GM310
6
GM360 Viewty Snap
4
GM650s
4
GM730 Eigen
7
GS106
2
GS107
2
GS155
4
GS190
3
GS200
3
GS290 Cookie Fresh
4
GS390 Prime
3
GS500 Cookie Plus
6
GT365 Neon
3
GT400 Viewty Smile
6
GT405
5
GT500 Puccini
6
GT505
6
GT540 Optimus
7
GT550 Encore
6
GT950 Arena
6
GU200
2
GU230 Dimsun
4
GU285
6
GU292
6
GW300
4
GW370 Rumour Plus
6
GW520
6
GW550
7
GW620
8
GW820 eXpo
7
GW880
3
GW910
6
GX200
4
GX300
4
GX500
4
HB620T
4
Jil Sander Mobile
7
KB770
4
KB775 Scarlet
6
KC550
3
KC560
3
KC780
3
KC910 Renoir
8
KC910i Renoir
5
KE500
3
KE770 Shine
3
KE850 Prada
3
KE970 Shine
3
KE990 Viewty
4
KF240
3
KF245
3
KF300
4
KF305
3
KF311
4
KF350
3
KF390
6
KF510
3
KF600
3
KF700
6
KF750 Secret
4
KF755 Secret
3
KF757 Secret
4
KF900 Prada
6
KG130
2

RF
($)
3.15
3.05
3.75
2.35
0.89
1.10
3.05
1.10
2.14
4.89
0.68
0.68
1.10
0.89
0.89
1.10
0.64
3.30
0.64
3.70
2.35
3.70
3.70
3.75
3.70
3.15
0.68
1.10
3.05
3.15
1.10
3.15
3.05
4.40
5.10
4.40
0.89
3.05
1.10
1.10
1.10
2.14
4.40
2.14
3.05
0.89
0.89
0.89
5.10
2.84
0.89
0.89
0.89
0.89
1.10
0.89
0.89
1.10
0.89
1.89
0.89
3.05
0.89
0.89
3.05
2.14
0.89
2.14
3.05
0.68

850







































GSM
900 1800










































































































































1900




































































850



UMTS
900 1700

1900



















CDMA
900 1700

1900

700

800

LTE
1700 1800

2100

2600




























850






800




2100


















www.charterequityresearch.com

May 21, 2012


LGE Phones
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209

Model
Bands
KG195
3
KG270
2
KG275
2
KG288
3
KG290
3
KG375
2
KH3900 Joypop
4
KH5200 Andro-1
4
KM330
3
KM338
3
KM380
3
KM386
3
KM500
4
KM555E
6
KM570 Cookie Gig
6
KM710
3
KM900 Arena
5
KP105
2
KP108
2
KP110
2
KP152
3
KP170
2
KP199
3
KP200
3
KP202
3
KP210
2
KP215
2
KP220
3
KP235
2
KP260
3
KP265
3
KP270
4
KP320
3
KP500 Cookie
4
KP501 Cookie
4
KP502 Cookie
4
KS10
4
KS20
4
KS360
4
KS365
3
KS500
5
KS660
3
KT520
4
KT610
4
KT770
7
KU2100
6
KU250
4
KU311
4
KU380
4
KU950
4
KU970 Shine
4
Marquee LS855
2
MG160
4
MG295
3
Nitro HD
8
Octane
2
Optimus 2 AS680
2
Optimus 2X
8
Optimus 2X SU660
4
Optimus 3D P920
9
Optimus 4G LTE
9
Optimus Big LU6800
4
Optimus Black (White)
7
Optimus Black P970
8
Optimus Chat C550
7
Optimus Chic E720
6
Optimus EX SU880
3
Optimus Hub
6
Optimus M
2

RF
($)
0.89
0.68
0.68
0.89
0.89
0.68
1.10
1.10
0.89
0.89
0.89
0.89
1.10
3.15
3.05
0.89
2.35
0.68
0.68
0.68
0.64
0.68
0.89
0.89
0.89
0.43
0.68
0.89
0.68
0.89
0.89
2.14
0.89
1.10
1.10
1.10
2.14
2.14
1.10
0.89
2.84
0.89
2.14
2.14
3.75
3.05
2.14
2.14
2.14
2.14
2.14
1.65
1.10
0.64
5.10
2.30
2.30
5.35
1.10
6.05
6.10
1.10
4.40
5.35
4.00
3.05
3.55
3.05
2.30

850









GSM
900 1800

















































































































1900


850

UMTS
900 1700

1900

2100

800

CDMA
900 1700

1900

700

800

LTE
1700 1800

2100

2600








































































850
















































































www.charterequityresearch.com

May 21, 2012


LGE Phones
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256

Model
Bands
Optimus Mach LU3000 4
Optimus Me P350
8
Optimus Net
6
Optimus Net Dual
6
Optimus One P500
6
Optimus Pad
6
Optimus Pro C660
6
Optimus Q LU2300
1
Optimus Q2 LU8800
1
Optimus S
2
Optimus Slider
2
Optimus Sol E730
6
Optimus T
6
Optimus Z
5
P520
4
P525
3
Phoenix
7
Quantum
7
Revolution
3
S310
4
S365
3
Scarlet II TV
4
SU420 Cafe
4
SU920
4
T315
4
T505
4
T510
4
T515 Cookie Duo
4
Thrill 4G
7
Thrive
7
T-Mobile G2x
6
T-Mobile myTouch
6
T-Mobile myTouch Q
6
Town C300
4
Town GT350
4
Trax CU575
6
U370
4
U960
4
US760 Genesis
2
Vortex VS660
2
Vu Plus
6
Wink 3G T320
6
Wink Plus GT350i
4
Wink Style T310
4
X335
4
X350
4
Xenon GR500
6

RF
($)
1.10
5.10
3.05
3.05
3.05
3.05
3.05
1.25
1.25
1.65
1.65
3.05
3.30
2.35
1.10
0.89
4.40
4.40
3.00
1.10
0.89
1.10
1.10
1.10
1.10
1.10
1.10
1.10
4.40
4.40
3.30
3.30
3.30
1.10
1.10
3.15
2.14
2.14
1.65
2.30
3.15
3.05
1.10
1.10
1.10
1.10
3.15

850








GSM
900 1800















1900








850


UMTS
900 1700







1900

2100










800






























































































CDMA
900 1700





















































800

LTE
1700 1800

2100

2600
























700







1900








850




www.charterequityresearch.com

May 21, 2012

www.charterequityresearch.com

Edward Snyder
Managing Director
Ph: 415.931.9955
esnyder@charterequityresearch.com

May 21, 2012

2011 Phones
HTC

Please see analyst certification and important disclosures at the end of this report.

www.charterequityresearch.co
m

May 21, 2012

HTC 2011 Models


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60

7 Mozart
7 Pro
7 Surround
7 Trophy
Advantage X7500
Advantage X7510
Amaze 4G
Aria
Arrive
ChaCha
Desire
Desire HD
Desire S
Desire Z
Dream
DROID ERIS
Droid Incredible
DROID Incredible 2
EVO 3D
EVO 3D CDMA
Evo 4G
EVO Design 4G
EVO Shift 4G
EVO View 4G
Explorer
Flyer
Flyer Wi-Fi
Freestyle
Google Nexus One
Gratia
HD mini
HD2
HD7
HD7S
Hero
Hero CDMA
Hero S
Incredible S
Inspire 4G
Jetstream
Legend
Magic
MAX 4G
Merge
Ozone
P3350
P3400
P3470
P3600i
P6300
P6500
Panache
Pure
Radar
Raider 4G
Rezound
Rhyme
Rhyme CDMA
S710
S740

61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93

Salsa
Sensation
Sensation 4G
Sensation XE
Sensation XL
Shift
Smart
Snap
Status
Tattoo
ThunderBolt 4G
Tilt2
Titan
Touch
Touch 3G
Touch Cruise
Touch Cruise 09
Touch Diamond
Touch Diamond2
Touch Diamond2 CDMA
Touch HD
Touch HD T8285
Touch Pro
Touch Pro2
Touch Pro2 CDMA
Touch Viva
Touch2
Trophy
TyTN II
Vivid
Wildfire
Wildfire CDMA
Wildfire S

www.charterequityresearch.com

May 21, 2012

Of the 93 different HTC phone MODELS available in 2011.


(distribution by band/mode)
2% 1% 1%
11%
2 bands

15%

5%

8 bands
7%

4 bands

5 bands

7%

7 bands
28%

6 bands
23%

(distribution by RF content)
2% 1% 1%
18%
Under
$6.00

Under
$5.00
27%

10%
Under
$2.00

12%
Under
$3.00

Under
$4.00
28%

www.charterequityresearch.com

May 21, 2012

Of the 48M devices HTC SOLD in 2011


(distribution by RF content)
3% 1%
2% 2%
11%

Under $4.00

Under $3.00

81%

Mean ~ $0.142B
Median ~ $0.139B
Mode ~ $0.147B

(total RF content by model)


$150M
$125M

Evo 4G,
Droid Incredible

$100M
Sensation

$75M

Smart

$50M
$25M

ThunderBolt

$0M
Mean

Median

Mode

www.charterequityresearch.com

May 21, 2012

RF Content per Phone

Unit Sales (M)

40
30
20
10
0
$0

$2

$4

$6

$8

$10

HTC WCDMA
40

30

30

Unit Sales (M)

Unit Sales (M)

HTC GSM
40

20
10

20
10
0

0
$0

$2

$4

$6

$8

$0

$10

$2

$4

$8

$10

HTC LTE

40

40

30

30

Unit Sales (M)

Unit Sales (M)

HTC CDMA

$6

20
10
0

20
10
0

$0

$2

$4

$6

$8

$10

$0

$2

$4

$6

$8

$10

www.charterequityresearch.com

May 21, 2012

Band/Modes per Phone


40

Unit Sales (M)

30
20
10
0
0

10

12

Bands/Modes per Phone

HTC WCDMA
40

30

30

Unit Sales (M)

Unit Sales (M)

HTC GSM
40

20
10
0

20
10
0

10

12

10

12

10

12

HTC LTE

HTC CDMA
40

40

30

30

Unit Sales (M)

Unit Sales (M)

20
10

20
10
0

0
0

10

12

www.charterequityresearch.com

May 21, 2012

HTC Standout* Phones


1
2
3
4

Evo 4G
Sensation
Thunderbolt
Droid Incredible

*Uniquely successful models for which the company provided unit sales data.
www.charterequityresearch.com

May 21, 2012

www.charterequityresearch.com

May 21, 2012

RF Content Analysis
HTC

www.charterequityresearch.com

May 21, 2012


HTC Phones
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64

Model
7 Mozart
7 Pro
7 Surround
7 Trophy
Advantage X7500
Advantage X7510
Amaze 4G
Aria
Arrive
ChaCha
Desire
Desire HD
Desire S
Desire Z
Dream
DROID ERIS
Droid Incredible
DROID Incredible 2
EVO 3D
EVO 3D CDMA
Evo 4G
EVO Design 4G
EVO Shift 4G
EVO View 4G
Explorer
Flyer
Flyer Wi-Fi
Freestyle
Google Nexus One
Gratia
HD mini
HD2
HD7
HD7S
Hero
Hero CDMA
Hero S
Incredible S
Inspire 4G
Jetstream
Legend
Magic
MAX 4G
Merge
Ozone
P3350
P3400
P3470
P3600i
P6300
P6500
Panache
Pure
Radar
Raider 4G
Rezound
Rhyme
Rhyme CDMA
S710
S740
Salsa
Sensation
Sensation 4G
Sensation XE

RF
Bands ($)
6
3.76
7
5.11
6
4.41
5
3.06
7
4.70
7
4.70
8
5.65
8
5.40
2
2.30
6
3.35
8
5.40
8
5.40
6
3.35
8
5.40
6
3.60
2
2.30
2
2.30
7
5.36
7
4.30
2
2.30
2
2.30
7
4.95
2
2.30
2
2.30
6
3.35
7
4.30
0
6
3.45
9
6.35
6
3.35
6
3.35
7
4.05
8
5.40
6
3.45
6
3.35
2
2.30
6
3.70
8
5.40
6
3.45
8
5.40
8
5.40
7
4.30
3
1.11
7
4.95
4
1.40
4
1.40
4
1.40
4
1.40
7
4.70
3
1.11
7
4.70
6
3.60
6
3.45
7
4.30
12
9.40
3
3.00
7
4.05
2
2.30
4
1.40
8
5.40
7
4.05
7
4.30
9
6.35
7
4.30

GSM
UMTS
CDMA
LTE
850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
 




 





 




 



 





 





 






 








 




 






 






 




 






 








 





 









 









 




 

























































































































































































































































www.charterequityresearch.com

May 21, 2012


HTC Phones
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93

RF
Model
Bands ($)
Sensation XL
7
4.05
Shift
7
4.70
Smart
5
2.65
Snap
8
5.40
Status
6
3.45
Tattoo
6
3.35
ThunderBolt 4G
3
3.00
Tilt2
6
4.41
Titan
7
4.05
Touch
3
1.11
Touch 3G
6
3.35
Touch Cruise
7
4.70
Touch Cruise 09
5
3.06
Touch Diamond
8
5.40
Touch Diamond2
5
3.06
Touch Diamond2 CDMA
7
4.95
Touch HD
6
3.35
Touch HD T8285
5
3.06
Touch Pro
8
5.40
Touch Pro2
7
5.11
Touch Pro2 CDMA
7
4.95
Touch Viva
4
1.40
Touch2
5
3.06
Trophy
7
4.95
TyTN II
7
4.70
Vivid
10
7.10
Wildfire
6
3.35
Wildfire CDMA
2
2.30
Wildfire S
8
5.40

GSM
UMTS
CDMA
LTE
850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
 





 





 



 






 




 







 




 








 




 





 



 






 



 





 




 



 






 





 





 


 



 





 





 





 

 






 







www.charterequityresearch.com

May 21, 2012

www.charterequityresearch.com

Edward Snyder
Managing Director
Ph: 415.931.9955
esnyder@charterequityresearch.com

May 21, 2012

2011 Phones
Motorola

Please see analyst certification and important disclosures at the end of this report.

www.charterequityresearch.co
m

May 21, 2012

Motorola 2011 Models


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70

A1210
A1260
A1600
A1680
A1800
A1890
A3000
A3100
A810
Admiral XT603
ATRIX
ATRIX 2
ATRIX 4G
Aura
BACKFLIP
BRAVO MB520
CHARM
CITRUS WX445
Cliq 2
COCKTAIL VE70
CUPE
DEFY
DEFY+
DEXT MB220
DROID 2
DROID 2 Global
DROID 3
DROID BIONIC
DROID PRO XT610
DROID RAZR XT912
DROID X
DROID X ME811
DROID X2
DROID XYBOARD 10.1 MZ617
DROID XYBOARD 8.2 MZ609
E11
EM25
EM28
EM30
EM35
ES400
EX112
EX115
EX119
EX122
EX128
EX201
EX210
EX212
EX232
EX300
FIRE XT
FIRE XT311
FlipOut
FLIPSIDE MB508
GLEAM
Grasp WX404
Karma QA1
KRZR K3
L800t
MC55
ME632
MILESTONE
MILESTONE 2
MILESTONE 2 ME722
MILESTONE 3 XT860
MILESTONE XT720
Milestone XT883
MOTO ME525
MOTO MT620

71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140

MOTO MT716
MOTO MT870
MOTO XT316
MOTO XT702
MOTO XT882
MOTOACTV W450
Motocubo A45
MOTOKEY Mini EX108
MOTOKEY Mini EX109
Motokey Social
MOTOKEY XT EX118
MOTOTV EX245
MT710 ZHILING
MT810lx
MT917
PEBL U3
PEBL VU20
Photon 4G MB855
PRO
PRO+
Q 11
Q 9h
QUENCH
Quench XT3 XT502
Quench XT5 XT502
Rambler
RAZR XT910
RAZR2 V8
RAZR2 V9
RAZR2 V9x
RIZR Z10
RIZR Z8
ROKR E8
ROKR W5
ROKR W6
ROKR Z6
ROKR ZN50
SLVR L9
SPICE Key
SPICE Key XT317
SPICE XT300
Triumph
Tundra VA76r
U9
V1100
VE538
VE66
VE75
W161
W177
W180
W181
W205
W209
W213
W215
W218
W230
W231
W233 Renew
W270
W360
W380
W388
W395
W396
W490
W510
W7 Active Edition
WILDER

141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174

WX160
WX161
WX180
WX181
WX260
WX265
WX280
WX288
WX290
WX294
WX295
WX306
WX390
WX395
XOOM 2
XOOM 2 Media Edition
XOOM MZ600
XOOM MZ601
XOOM MZ604
XPRT
XT301
XT532
XT701
XT720 MOTOROI
XT800 ZHISHANG
XT806
XT810
XT928
Z6c
Z6w
Z9
ZN200
ZN300
ZN5

www.charterequityresearch.com

May 21, 2012

Of the 174 different Motorola phone MODELS available in 2011.


(distribution by band/mode)
5% 2% 1%
15%
5%
2 bands

13%
7 bands
3 bands

8%

6 bands

11%

4 bands

5%

35%

(distribution by RF content)

5%

2%

3% 2%

11%

Under
$1.00

13%
Under
$5.00

13%

Under
$4.00

Under
$2.00

39%

Under
$3.00
12%

www.charterequityresearch.com

May 21, 2012

Of the 42M devices Motorola SOLD in 2011.

(unit sales by content per phone)

4%

1% 2% 1%

12%

Under
$1.00

Under
$5.00

12%

13%

Under
$4.00

Under
$2.00

Under
$3.00
44%
11%

(total RF content by model)


Mean ~ $0.104B

$120M

Median ~ $0.096B
Mode ~ $0.059B

$100M
$80M

Feature

$60M
$40M

Smart
$20M
$0M
Mean

Median

Mode

www.charterequityresearch.com

May 21, 2012

RF Content per Phone

Unit Sales (M)

20
15
10
5
0
$0

$2

$4

$6

$8

Motorola WCDMA

20

20

15

15

Unit Sales (M)

Unit Sales (M)

Motorola GSM

10
5
0

10
5
0

$0

$2

$4

$6

$8

$10

$0

$2

Motorola CDMA

$4

$6

$8

$10

$8

$10

Motorola LTE

20

20

15

15

Unit Sales (M)

Unit Sales (M)

$10

10
5

10
5
0

0
$0

$2

$4

$6

$8

$10

$0

$2

$4

$6

www.charterequityresearch.com

May 21, 2012

Band/Modes per Phone

Unit Sales (M)

20
15
10
5
0
0

10

12

Motorola WCDMA
20

15

15

Unit Sales (M)

Unit Sales (M)

Motorola GSM
20

10
5

10
5
0

0
0

10

12

10

12

10

12

Motorola LTE

20

20

15

15

Unit Sales (M)

Unit Sales (M)

Motorola CDMA

10
5
0

10
5
0

10

12

www.charterequityresearch.com

May 21, 2012

Motorola 2011 Smartphones


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60

A1210
A1260
A1600
A1680
A1800
A1890
A3000
A3100
Admiral XT603
ATRIX
ATRIX 2
ATRIX 4G
BACKFLIP
BRAVO MB520
CHARM
CITRUS WX445
Cliq 2
COCKTAIL VE70
DEFY
DEFY+
DEXT MB220
DROID 2
DROID 2 Global
DROID 3
DROID BIONIC
DROID PRO XT610
DROID RAZR XT912
DROID X
DROID X ME811
DROID X2
DROID XYBOARD 10.1 MZ617
DROID XYBOARD 8.2 MZ609
EM30
EM35
ES400
FIRE XT
FIRE XT311
FlipOut
FLIPSIDE MB508
MC55
ME632
MILESTONE
MILESTONE 2
MILESTONE 2 ME722
MILESTONE 3 XT860
MILESTONE XT720
Milestone XT883
MOTO ME525
MOTO MT620
MOTO MT716
MOTO MT870
MOTO XT316
MOTO XT702
MOTO XT882
MT710 ZHILING
MT810lx
MT917
Photon 4G MB855
PRO
PRO+

61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96

Q 11
Q 9h
QUENCH
Quench XT3 XT502
Quench XT5 XT502
RAZR XT910
RAZR2 V8
RIZR Z10
RIZR Z8
ROKR E8
ROKR Z6
SPICE Key
SPICE Key XT317
SPICE XT300
Triumph
Tundra VA76r
U9
VE66
XOOM 2
XOOM 2 Media Edition
XOOM MZ600
XOOM MZ601
XOOM MZ604
XPRT
XT301
XT532
XT701
XT720 MOTOROI
XT800 ZHISHANG
XT806
XT810
XT928
Z6w
ZN200
ZN300
ZN5

www.charterequityresearch.com

May 21, 2012

Motorola 2011 Feature Phones


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76

A810
Aura
CUPE
E11
EM25
EM28
EX112
EX115
EX119
EX122
EX128
EX201
EX210
EX212
EX232
EX300
GLEAM
Grasp WX404
Karma QA1
KRZR K3
L800t
MOTOACTV W450
Motocubo A45
MOTOKEY Mini EX108
MOTOKEY Mini EX109
Motokey Social
MOTOKEY XT EX118
MOTOTV EX245
PEBL U3
PEBL VU20
Rambler
RAZR2 V9
RAZR2 V9x
ROKR W5
ROKR W6
ROKR ZN50
SLVR L9
V1100
VE538
VE75
W161
W177
W180
W181
W205
W209
W213
W215
W218
W230
W231
W233 Renew
W270
W360
W380
W388
W395
W396
W490
W510
W7 Active Edition
WILDER
WX160
WX161
WX180
WX181
WX260
WX265
WX280
WX288
WX290
WX294
WX295
WX306
WX390
WX395

www.charterequityresearch.com

May 21, 2012

Motorola Standout* Phones


1
2
3

Razr
Bionic
X2

*Uniquely successful models for which the company provided unit sales data.
www.charterequityresearch.com

May 21, 2012

www.charterequityresearch.com

May 21, 2012

RF Content Analysis
Motorola

www.charterequityresearch.com

May 21, 2012


MOT Phones
1
2
3
4
5
6
7
8
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65

RF
Model
Bands ($)
A1210
3
1.11
A1260
4
1.40
A1600
4
1.40
A1680
5
2.65
A1800
3
1.11
A1890
3
1.11
A3000
4
1.40
A3100
7
4.70
A810
3
1.11
Admiral XT603
2
2.30
ATRIX
8
5.40
ATRIX 2
7
4.70
ATRIX 4G
7
4.70
Aura
4
1.40
BACKFLIP
9
6.35
BRAVO MB520
6
3.45
CHARM
6
3.60
CITRUS WX445
2
2.30
Cliq 2
6
3.60
COCKTAIL VE70
4
1.40
CUPE
6
3.35
DEFY
7
4.30
DEFY+
7
4.05
DEXT MB220
9
6.35
DROID 2
2
2.30
DROID 2 Global
9
7.00
DROID 3
9
7.00
DROID BIONIC
3
3.00
DROID PRO XT610
9
7.00
DROID RAZR XT912
11
8.40
DROID X
2
2.30
DROID X ME811
2
2.30
DROID X2
2
2.30
DROID XYBOARD 10.1 MZ617
11
8.40
DROID XYBOARD 8.2 MZ609
11
8.40
E11
2
0.83
EM25
4
1.40
EM28
4
1.40
EM30
4
1.40
EM35
4
1.40
ES400
7
4.70
EX112
4
1.40
EX115
4
1.40
EX119
4
1.40
EX122
4
1.40
EX128
4
1.40
EX201
2
0.83
EX210
3
1.11
EX212
2
0.83
EX232
6
3.35
EX300
5
3.06
FIRE XT
7
4.05
FIRE XT311
6
3.35
FlipOut
8
5.40
FLIPSIDE MB508
6
3.45
GLEAM
4
1.40
Grasp WX404
2
2.20
Karma QA1
6
3.45
KRZR K3
4
2.36
L800t
3
1.11
MC55
4
1.40
ME632
7
4.30
MILESTONE
8
5.40
MILESTONE 2
8
5.40

GSM
UMTS
CDMA
LTE
850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600










































 
























 












































 





 







































 















 









 








































































 











 










































 






 



www.charterequityresearch.com

May 21, 2012


MOT Phones
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129

Model
MILESTONE 2 ME722
MILESTONE 3 XT860
MILESTONE XT720
Milestone XT883
MOTO ME525
MOTO MT620
MOTO MT716
MOTO MT870
MOTO XT316
MOTO XT702
MOTO XT882
MOTOACTV W450
Motocubo A45
MOTOKEY Mini EX108
MOTOKEY Mini EX109
Motokey Social
MOTOKEY XT EX118
MOTOTV EX245
MT710 ZHILING
MT810lx
MT917
PEBL U3
PEBL VU20
Photon 4G MB855
PRO
PRO+
Q 11
Q 9h
QUENCH
Quench XT3 XT502
Quench XT5 XT502
Rambler
RAZR XT910
RAZR2 V8
RAZR2 V9
RAZR2 V9x
RIZR Z10
RIZR Z8
ROKR E8
ROKR W5
ROKR W6
ROKR Z6
ROKR ZN50
SLVR L9
SPICE Key
SPICE Key XT317
SPICE XT300
Triumph
Tundra VA76r
U9
V1100
VE538
VE66
VE75
W161
W177
W180
W181
W205
W209
W213
W215
W218
W230

RF
Bands ($)
7
4.70
7
4.70
6
3.60
7
4.95
6
3.35
3
1.11
4
1.40
3
1.11
6
3.35
7
4.70
3
1.11
4
1.40
4
1.40
4
1.40
4
1.40
6
3.45
4
1.40
4
1.40
3
1.11
5
2.65
6
4.00
4
1.40
5
3.06
9
7.00
7
4.70
8
5.65
4
1.40
7
4.70
9
6.35
7
4.70
7
4.70
1
1.60
8
5.40
4
1.40
7
4.70
7
4.70
5
2.65
5
2.65
4
1.40
4
1.40
4
1.40
4
1.40
4
2.36
4
1.40
6
3.45
6
3.35
7
4.70
2
2.30
6
3.45
4
1.40
4
2.36
4
2.36
4
1.40
3
1.11
4
1.40
2
0.58
4
1.40
4
1.40
4
1.40
2
0.83
4
1.40
2
0.83
2
0.83
4
1.40

GSM
UMTS
CDMA
LTE
850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600























































































































































 






















 





































































































































www.charterequityresearch.com

May 21, 2012


MOT Phones
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175

Model
W231
W233 Renew
W270
W360
W380
W388
W395
W396
W490
W510
W7 Active Edition
WILDER
WX160
WX161
WX180
WX181
WX260
WX265
WX280
WX288
WX290
WX294
WX295
WX306
WX390
WX395
XOOM 2
XOOM 2 Media Edition
XOOM MZ600
XOOM MZ601
XOOM MZ604
XPRT
XT301
XT532
XT701
XT720 MOTOROI
XT800 ZHISHANG
XT806
XT810
XT928
Z6c
Z6w
Z9
ZN200
ZN300
ZN5

RF
Bands ($)
2
0.83
2
0.58
4
1.40
4
1.40
4
1.40
4
1.40
4
1.40
4
1.40
4
1.40
4
1.40
7
4.70
2
0.83
2
0.83
4
1.40
2
0.83
4
1.40
4
1.40
4
1.40
2
0.83
2
0.83
4
1.40
2
0.83
4
1.40
2
0.83
2
0.83
2
0.83
8
5.40
8
5.40
3
3.00
5
2.65
0
9
7.00
2
2.30
6
3.35
7
4.70
5
2.65
6
3.70
3
1.11
4
2.36
7
4.95
2
0.83
4
1.40
6
3.45
4
1.40
4
1.40
4
1.40

GSM
UMTS
CDMA
LTE
850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600

























































































 






 


















































































www.charterequityresearch.com

Edward Snyder
Managing Director
Ph: 415.931.9955
esnyder@charterequityresearch.com

May 21, 2012

2011 Phones
Research in Motion

Please see analyst certification and important disclosures at the end of this report.

www.charterequityresearch.com

May 21, 2012

Research in Motion 2011 Models


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42

7230
8800
8820
8830 World Edition
Bold 9000
Bold 9650
Bold 9700
Bold 9780
Bold 9790
Bold Touch 9900
Bold Touch 9930
Curve 3G 9300
Curve 3G 9330
Curve 8300
Curve 8310
Curve 8320
Curve 8520
Curve 8530
Curve 8900
Curve 9350
Curve 9360
Curve 9370
Curve 9380
Pearl 3G 9100
Pearl 3G 9105
Pearl 8110
Pearl 8120
Pearl 8130
Pearl Flip 8220
Pearl Flip 8230
PlayBook
Porsche Design P'9981
Storm 9500
Storm 9530
Storm2 9520
Storm2 9550
Style 9670
Torch 9800
Torch 9810
Torch 9850
Torch 9860
Tour 9630

www.charterequityresearch.com

May 21, 2012

Of the 42 different RIM phone MODELS available in 2011.


(distribution by band/mode)
17%
25%
2 bands

9 bands

2%

4 bands

7 bands

25%
12%
5 bands
2%
15%

(distribution by RF content)
2% 2%
25%
25%

$6.05
$1.10

2%
2%
$4.40
$2.30

10%
$2.35

15%

2%
15%
www.charterequityresearch.com

May 21, 2012

Of the 50M devices RIM SOLD in 2011.

(unit sales by content per phone)


5%
24%
25%

Under $7.00
Under $2.00

2%
Under $5.00

12%

Under $3.00

2%
30%

(total RF content by model)


$150M

Total ~ $0.157B

$100M
Smart

$50M

$0M
Model

www.charterequityresearch.com

May 21, 2012

RF Content per Phone

Unit Sales (M)

20

15

10

0
$0

$2

$4

$6

$10

Research in Motion WCDMA

20

20

15

15

Unit Sales (M)

Unit Sales (M)

Research in Motion GSM

$8

10
5

10
5
0

0
$0

$2

$4

$6

$8

$10

$0

$2

$4

$6

$8

$10

Research in Motion CDMA


Unit Sales (M)

20
15
10
5
0
$0

$2

$4

$6

$8

$10

www.charterequityresearch.com

May 21, 2012

Band/Modes per Phone


20

Unit Sales (M)

15
10

5
0
0

10

12

Research in Motion WCDMA


20

15

15

Unit Sales (M)

Unit Sales (M)

Research in Motion GSM


20

10
5
0

10
5
0

10

12

10

12

Research in Motion CDMA

Unit Sales (M)

20
15
10
5
0
0

10

12

www.charterequityresearch.com

May 21, 2012

RF Content Analysis
Research in Motion

www.charterequityresearch.com

May 21, 2012

RIM Phones
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42

RF
Model
Bands ($)
7230
3
0.89
8800
4
1.10
8820
4
1.10
8830 World Edition
2
0.68
Bold 9000
7
4.40
Bold 9650
5
2.35
Bold 9700
9
6.05
Bold 9780
9
6.05
Bold 9790
9
6.05
Bold Touch 9900
9
6.05
Bold Touch 9930
8
5.35
Curve 3G 9300
9
6.05
Curve 3G 9330
2
2.30
Curve 8300
4
1.10
Curve 8310
4
1.10
Curve 8320
4
1.10
Curve 8520
4
1.10
Curve 8530
2
2.30
Curve 8900
4
1.10
Curve 9350
2
2.30
Curve 9360
9
6.05
Curve 9370
6
3.40
Curve 9380
9
6.05
Pearl 3G 9100
9
6.05
Pearl 3G 9105
9
6.05
Pearl 8110
4
1.10
Pearl 8120
4
1.10
Pearl 8130
2
2.30
Pearl Flip 8220
4
1.10
Pearl Flip 8230
2
2.30
PlayBook
0
Porsche P'9981
7
4.40
Storm 9500
5
2.35
Storm 9530
5
2.35
Storm2 9520
5
2.35
Storm2 9550
5
2.35
Style 9670
2
2.30
Torch 9800
7
4.40
Torch 9810
7
4.40
Torch 9850
7
4.65
Torch 9860
9
6.05
Tour 9630
5
2.35

GSM
UMTS
850 900 1800 1900 850 900 1700


























 





 





 





 










 





















































1900 2100 800 850







































































































CDMA
LTE
900 1700 1900 700 800 1700 1800 2100 2600

www.charterequityresearch.com

Edward Snyder
Managing Director
Ph: 415.931.9955
esnyder@charterequityresearch.com

May 21, 2012

2011 Phones
Sony Ericsson

Please see analyst certification and important disclosures at the end of this report.

www.charterequityresearch.co
m

May 21, 2012

Sony Ericsson 2011 Models


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60

A8i
Aino
Aspen
Bravia S004
C510
C702
C901
C901 GreenHeart
C902
C903
C905
Cedar
Elm
F305
G502
G700
G700 Business Edition
G705
G900
Hazel
J105 Naite
J110
J120
J132
Jalou
Jalou D&G edition
K200
K205
K220
K330
K530
K550
K550im
K630
K660
K770
K810
Live with Walkman
Mix Walkman
R300 Radio
R306 Radio
S003
S302
S312
S500
Satio (Idou)
Spiro
T250
T270
T280
T303
T650
T700
T707
T715
TM506
txt
txt pro
V640
Vivaz

61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109

Vivaz pro
W200
W205
W302
W350
W380
W395
W508
W595
W595s
W610
W660
W705
W715
W760
W8
W880
W888
W890
W902
W980
W995
WT18i
Xperia active
Xperia Arc
Xperia Arc S
Xperia mini
Xperia mini pro
Xperia Neo
Xperia neo V
Xperia PLAY
Xperia PLAY CDMA
Xperia pro
Xperia Pureness
Xperia ray
Xperia X1
Xperia X10
Xperia X10 mini
Xperia X10 mini pro
Xperia X2
Xperia X8
Yari
Yendo
Z250
Z555
Z750
Z770
Z780
Zylo

www.charterequityresearch.com

May 21, 2012

Of the 109 different Sony Ericsson phone models available in 2011.


(distribution by band/mode)
5%

2%

21%

8 bands

1
4 bands

7 bands

40%

13%
5 bands
5%
12%
(distribution by RF content)
2%

6%

21%

Under $6.00
28%
Under $2.00

Under $5.00
12%
Under $3.00
6%
25%
www.charterequityresearch.com

May 21, 2012

Of the 35M devices Sony Ericsson sold in 2011.


(unit sales by content per phone)
4%

3%
13%

Under $2.00

Under $3.00

18%

Under $6.00

55%

2%
5%

(total RF content by model)


$200M

Mean ~ $0.135B
Median ~ $0.140B
Mode ~ $0.127B

$150M
Feature

$100M
Xperia

$50M
Smart

$0M
Mean

Median

Mode

www.charterequityresearch.com

May 21, 2012

RF Content per Phone

Unit Sales (M)

20
15
10
5
0
$0

$2

$4

$6

$8

Sony Ericsson WCDMA

20

20

15

15

Unit Sales (M)

Unit Sales (M)

Sony Ericsson GSM

$10

10
5
0

10
5
0

$0

$2

$4

$6

$8

$10

$0

$2

$4

$6

$8

$10

Sony Ericsson CDMA


Unit Sales (M)

15

10

0
$0

$2

$4

$6

$8

$10

www.charterequityresearch.com

May 21, 2012

Band/Mode per Phone

Unit Sales (M)

20
15
10
5
0
0

10

Sony Ericsson WCDMA

20

20

15

15

Unit Sales (M)

Unit Sales (M)

Sony Ericsson GSM

12

10
5
0

10
5
0

10

12

10

12

Sony Ericsson CDMA


Unit Sales (M)

20
15
10
5
0
0

10

12

www.charterequityresearch.com

May 21, 2012

Sony Ericsson 2011 Smartphones


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28

A8i
Aspen
G700
G700 Business Edition
G900
Live with Walkman
Satio (Idou)
Vivaz
Vivaz pro
W8
WT18i
Xperia active
Xperia Arc
Xperia Arc S
Xperia mini
Xperia mini pro
Xperia Neo
Xperia neo V
Xperia PLAY
Xperia PLAY CDMA
Xperia pro
Xperia ray
Xperia X1
Xperia X10
Xperia X10 mini
Xperia X10 mini pro
Xperia X2
Xperia X8

www.charterequityresearch.com

May 21, 2012

Sony Ericsson 2011 Feature Phones


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60

Aino
Bravia S004
C510
C702
C901
C901 GreenHeart
C902
C903
C905
Cedar
Elm
F305
G502
G705
Hazel
J105 Naite
J110
J120
J132
Jalou
Jalou D&G edition
K200
K205
K220
K330
K530
K550
K550im
K630
K660
K770
K810
Mix Walkman
R300 Radio
R306 Radio
S003
S302
S312
S500
Spiro
T250
T270
T280
T303
T650
T700
T707
T715
TM506
txt
txt pro
V640
W200
W205
W302
W350
W380
W395
W508
W595

61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81

W595s
W610
W660
W705
W715
W760
W880
W888
W890
W902
W980
W995
Xperia Pureness
Yari
Yendo
Z250
Z555
Z750
Z770
Z780
Zylo

www.charterequityresearch.com

May 21, 2012

Sony Ericsson Standout* Phones


1
2
3

Xperia Arc
X10 Mini
Xperia Play

*Uniquely successful models for which the company provided unit sales data.
www.charterequityresearch.com

May 21, 2012

www.charterequityresearch.com

May 21, 2012

RF Content Analysis
Sony Ericsson

www.charterequityresearch.com

May 21, 2012

SNE Phones
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66

RF
Model
Bands ($)
A8i
4
1.10
Aino
8
5.10
Aspen
7
3.75
Bravia S004
4
1.10
C510
7
4.40
C702
5
2.35
C901
6
3.05
C901 GreenHeart
6
3.05
C902
5
2.35
C903
8
5.10
C905
7
4.40
Cedar
7
4.40
Elm
6
3.05
F305
4
1.10
G502
4
2.14
G700
4
2.14
G700 Business Edition
4
2.14
G705
7
4.40
G900
4
2.14
Hazel
6
3.05
J105 Naite
7
4.40
J110
4
1.10
J120
2
0.68
J132
4
1.10
Jalou
5
2.35
Jalou D&G edition
5
2.35
K200
4
1.10
K205
2
0.43
K220
2
0.68
K330
4
1.10
K530
4
2.14
K550
4
1.10
K550im
4
1.10
K630
4
2.14
K660
5
2.35
K770
4
2.14
K810
4
2.14
Live with Walkman
9
6.05
Mix Walkman
4
1.10
R300 Radio
4
1.10
R306 Radio
4
1.10
S003
4
1.10
S302
4
1.10
S312
2
0.68
S500
4
1.10
Satio (Idou)
8
5.10
Spiro
4
1.10
T250
4
1.10
T270
4
1.10
T280
4
1.10
T303
4
1.10
T650
4
2.14
T700
5
2.35
T707
7
4.40
T715
7
4.40
TM506
5
2.84
txt
4
1.10
txt pro
4
1.10
V640
4
2.14
Vivaz
8
5.10
Vivaz pro
8
5.10
W200
4
1.10
W205
4
1.10
W302
4
1.10
W350
4
1.10
W380
4
1.10

850
























































GSM
900 1800 1900 850 900






 



 
























 






















































































 























 











































 



 
















UMTS
1700

1900 2100 800 850





















CDMA
900 1700 1900

700

800

LTE
1700
1800

2100 2600



































www.charterequityresearch.com

May 21, 2012

SNE Phones
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109

RF
Model
Bands ($)
W395
4
1.10
W508
7
4.40
W595
5
2.35
W595s
5
2.35
W610
4
1.10
W660
4
2.14
W705
8
5.10
W715
7
4.40
W760
7
4.40
W8
8
5.10
W880
4
2.14
W888
3
0.89
W890
5
2.35
W902
5
2.35
W980
5
2.35
W995
8
5.10
WT18i
3
0.89
Xperia active
7
4.40
Xperia Arc
8
5.10
Xperia Arc S
8
5.10
Xperia mini
8
5.10
Xperia mini pro
8
5.10
Xperia Neo
8
5.10
Xperia neo V
8
5.10
Xperia PLAY
8
5.10
Xperia PLAY CDMA
2
2.30
Xperia pro
8
5.10
Xperia Pureness
5
2.35
Xperia ray
8
5.10
Xperia X1
8
5.10
Xperia X10
9
6.05
Xperia X10 mini
8
5.10
Xperia X10 mini pro
8
5.10
Xperia X2
8
5.10
Xperia X8
8
5.10
Yari
8
5.10
Yendo
4
1.10
Z250
4
1.10
Z555
4
1.10
Z750
7
4.40
Z770
4
2.14
Z780
7
4.40
Zylo
6
3.05

850























GSM
900 1800 1900 850 900






















 











 


















 










 



 



 



 



 



 



 

UMTS
1700

1900 2100 800 850





























































































































800

LTE
1700
1800

2100 2600












700





















CDMA
900 1700 1900






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