2011 tam analysis_rf coponents in mobile devices_6.27.12.doc
DESCRIPTION
A detailed study of RF configuration, bands and modes of all mobile phones offered in 2011TRANSCRIPT
2011 TAM Analysis RF Components in Mobile Devices
May 21, 2012
www.charterequityresearch.com Please see analyst certification and important disclosures at the end of this report.
Edward Snyder Managing Director
Ph: 415.931.9955 [email protected]
RF Semi TAM Analysis
www.charterequityresearch.com
RF Semi TAM Analysis May 21, 2012
Units (by Air Interface)
0
200
400
600
800
1,000
1,200
'08 '09 '10 '11 '12 '13 '14
(M)
LTE
WCDMA
CDMA
GSM
RF TAM (by Air Interface)
0
2
4
6
8
'08 '09 '10 '11 '12 '13 '14
($B
)
LTE
WCDMA
CDMA
GSM
RF Content (by Air Interface)
$0
$2
$4
$6
$8
'08 '09 '10 '11 '12 '13 '14
($B
)
LTE
WCDMA
CDMA
GSM
e e e
e
e e e
e e
www.charterequityresearch.com
RF Semi TAM Analysis May 21, 2012
RF TAM (by Model)
0
2
4
6
8
'08 '09 '10 '11 '12 '13 '14
($B
)
Smartphone
Feature Phones .
e e e
RF Content(by Model)
$0
$2
$4
$6
'08 '09 '10 '11 '12 '13 '14
Smartphone
Feature Phones .
e e e
Units (by Model)
0
500
1,000
1,500
2,000
'08 '09 '10 '11 '12 '13 '14
(M)
Smartphone
Feature Phones .
e e e
www.charterequityresearch.com
RF Semi TAM Analysis May 21, 2012
Units (by Generation)
0
500
1,000
1,500
'08 '09 '10 '11 '12 '13 '14
(M)
4G
3G
2G
e e e e e e
RF Content (by Generation)
$0
$2
$4
$6
$8
'08 '09 '10 '11 '12 '13 '14
4G
3G
2G
e e e e e e
RF TAM(by Generation)
0
2
4
6
8
'08 '09 '10 '11 '12 '13 '14
($B
)
4G
3G
2G
e e e
www.charterequityresearch.com
RF Semi TAM Analysis May 21, 2012
Inputs & Results for RF TAM Analysis
2008 2009 2010 2011 2012 (e) 2013 (e) 2014 (e)
765 758 780 810 829 821 788
208 215 241 226 210 191 172
259 311 444 596 758 933 1,129
- - - 7 57 207 404
1,232 1,284 1,465 1,639 1,854 2,152 2,492
- (1%) 3% 4% 2% (1%) (4%)
- 3% 12% (6%) (7%) (9%) (10%)
- 20% 43% 34% 27% 23% 21%- - - - 764% 263% 95%
4% 14% 12% 13% 16% 16%
1.64 1.57 1.54 1.36 1.26 1.16 1.03
3.01 2.78 2.60 2.29 2.15 2.05 1.95
3.33 3.58 4.33 4.51 4.45 3.88 3.46
- - - 4.54 6.98 5.70 4.70
7.98 7.93 8.48 12.70 14.84 12.79 11.15
- (4%) (3%) 36% (8%) (8%) (11%)
- (8%) (18%) 129% (6%) (5%) (5%)
- 8% 76% 351% (1%) (13%) (11%)
R
esu
lts
- - - - 54% (18%) (18%)
(1%) 7% 50% 17% (14%) (13%)
1.26 1.19 1.20 1.10 1.04 0.95 0.81
0.63 0.60 0.63 0.52 0.45 0.39 0.34
0.86 1.11 1.92 2.69 3.37 3.62 3.91
- - - 0.03 0.40 1.18 1.90
2.74 2.90 3.75 4.34 5.26 6.14 6.95
- (5%) 1% (9%) (5%) (9%) (15%)
- (5%) 5% (17%) (13%) (13%) (14%)
- 29% 73% 40% 25% 7% 8%
- - - - 1229% 197% 61%
6% 29% 16% 21% 17% 13%
Shipments (M)
GSM
CDMA
WCDMA
LTE
Total:
Growth (Y/Y)
GSM
CDMA
WCDMALTE
Total:
CDMA
WCDMA
LTE
Total:
($B)
GSM
Inp
uts
R
esu
lts
R
F C
on
ten
t
Un
its
RF
TA
M
Avg ($)
GSM
CDMA
WCDMA
LTE
Total:
Growth (Y/Y)
GSM
CDMA
WCDMA
LTE
Total:
CDMA
WCDMA
LTE
Total:
Growth (Y/Y)
GSM
www.charterequityresearch.com
RF Semi TAM Analysis May 21, 2012
2011 RF TAM for Mobile Devices
(by customers & suppliers)
NOK
SAMS
Minor OEMs
Apple
SWKS
HTC
RFMD
LGE
MMI
RIM
SNE
ANADAVGO
EPCOMURT
RDA RENS
TQNT
$0B
$1B
$2B
$3B
$4B
$5B
OEMs RF Suppliers
Total ~ $4.340B
(by phone classification)
Feature
Smart
WCDMA
2G
3G
4G LTE
CDMA
GSM
$0B
$1B
$2B
$3B
$4B
$5B
Models Generation Air Interface
Total ~ $4.593B
www.charterequityresearch.com
RF Semi TAM Analysis May 21, 2012
1%
13%
31%
5%
12%
8%
6%
22%
(Models by band/mode)
Of the 2076 different phone MODELS available in 2011….
2 bands
3 bands
4 bands
6 bands
7 bands
5 bands
14%
14%
9%
6%
23%
32%
(Models by RF content)
Under
$1.00
Under
$2.00Under
$3.00
Under
$4.00
Under
$5.00
www.charterequityresearch.com
RF Semi TAM Analysis May 21, 2012
7%
3% 2%
7%
23%
12%
35%
11%
Of the 1.6B devices SOLD in 2011….
(unit sales by RF content)
Under
$1.00
Under
$2.00
Under
$3.00
Under
$4.00
Under
$5.00
Under
$6.00
www.charterequityresearch.com
RF Semi TAM Analysis May 21, 2012
WCDMA Bands(models by band/mode)
31%
31%
19%
15%
4%
1 band
2 bands
3 bands
4 bands
World GSM Bands(models by band/mode)
33%
22%
45%
2 bands
3 bands
4 bands
World CDMA Bands(models by band/mode)
13%
82%
5%
2 bands
1 band
How many bands of an air interface are added to a phone?
GSM Phone = Only GSM bands WCDMA Phone = WCDMA + GSM CDMA Phone = Only CDMA LTE Phone = LTE + WCDMA + GSM
World LTE Bands(models by band/mode)
66%
17%
17%
2 bands
3 bands
1 band
CDMA Bands (in a CDMA phone)
GSM Bands (in a GSM phone)
WCDMA Bands (in a WCDMA phone)
LTE Bands (in a LTE phone)
www.charterequityresearch.com
RF Semi TAM Analysis May 21, 2012
Smartphone Units(distrubution by RF Content)
8%
21%
11%14%
18%
11%
8% 9%
Under $2.00
Under $3.00
Under $4.00Under $5.00
Under $6.00
Weighted Average: $3.91
Under $8.00
Smartphone Units(distrubution by band/mode)
12%
5%
9%
5%
9%10%
28%
5%
10%
2 bands
4 bands
6 bands7 bands
8 bands3 bands
5 bands
www.charterequityresearch.com
RF Semi TAM Analysis May 21, 2012
2011 Phone Sales
RF Content per Phone
0
200
400
600
$0 $2 $4 $6 $8 $10
Un
it S
ales
(M
)
LTE
0
200
400
600
$0 $2 $4 $6 $8 $10
Un
it S
ales
(M
)
CDMA
0
200
400
600
$0 $2 $4 $6 $8 $10
GSM
Un
it S
ales
(M
)
0
200
400
600
$0 $2 $4 $6 $8 $10
Unit
Sal
es (
M)
Un
it S
ales
(M
)
WCDMA
0
200
400
600
$0 $2 $4 $6 $8 $10
www.charterequityresearch.com
RF Semi TAM Analysis May 21, 2012
Band/Modes per Phone
0
200
400
600
0 2 4 6 8 10 12
Un
it S
ales
(M
)
GSM
0
200
400
600
0 2 4 6 8 10 12
CDMA
0
200
400
600
0 2 4 6 8 10 12
Un
it S
ales
(M
)WCDMA
0
200
400
600
0 2 4 6 8 10 12
Un
it S
ales
(M
)U
nit
Sal
es (
M)
Un
it S
ales
(M
)
LTE
0
200
400
600
0 2 4 6 8 10 12
www.charterequityresearch.com
RF Semi TAM Analysis May 21, 2012
OEMs Considered in This Analysis
1 Acer
2 Alcatel
3 Apple
4 Bird
5 Blackberry
6 BLU
7 HTC
8 Huawei
9 I - Mobile
10 LG
11 Micromax
12 Motorola
13 Nokia
14 Pantech
15 Phillips
16 Plum
17 Sagem
18 Samsung
19 SNE
20 Spice
21 T-Mobile
22 Verykool
23 Vodafone
24 ZTE
www.charterequityresearch.com
RF Semi TAM Analysis May 21, 2012
RF TAM Methodology
Met
ho
ds
1
2
3
4
dif
ficu
lt
dif
ficu
lt
More
Les
sA
ccura
cy
Co
mm
on a
ppro
ach
Our
app
roac
h
Met
ho
ds
1
2
3
4
dif
ficu
lt
dif
ficu
lt
More
Les
sA
ccura
cy
Co
mm
on a
ppro
ach
Our
app
roac
h
2011 Phones Samsung
May 21, 2012
www.charterequityresearch.co
m
Please see analyst certification and important disclosures at the end of this report.
Edward Snyder Managing Director
Ph: 415.931.9955 [email protected]
www.charterequityresearch.com
May 21, 2012
1 :) Smiley
2 A167
3 A177
4 A200K Nori F
5 A220 F Nori
6 A237
7 A257 Magnet
8 A411
9 A517
10 A637
11 A657
12 A667 Evergreen
13 A687 Strive
14 A697 Sunburst
15 A711
16 A717
17 A727
18 A737
19 A746
20 A767 Propel
21 A777
22 A797 Flight
23 A817 Solstice II
24 A827 Access
25 A837 Rugby
26 A847 Rugby II
27 A867 Eternity
28 A877 Impression
29 A886 Forever
30 A887 Solstice
31 A897 Mythic
32 A927 Flight II
33 Acclaim
34 B100
35 B110
36 B130
37 B200
38 B210
39 B2100 Xplorer
40 B2700
41 B300
42 B320
43 B3210 CorbyTXT
44 B3310
45 B3410
46 B3410W Ch@t
47 B500
48 B510
49 B520
50 B5310 CorbyPRO
51 B5702
52 B5722
53 B6520 Omnia PRO 5
54 B7300 OmniaLITE
55 B7320 OmniaPRO
56 B7330 OmniaPRO
57 B7350 Omnia PRO 4
58 B7610 OmniaPRO
59 B7620
60 B7722
61 Breeze B209
62 C140
63 C160
64 C170
65 C180
66 C250
67 C260
68 C270
69 C275
70 C3010
71 C3050 Stratus
72 C3060R
73 C3110
74 C3200 Monte Bar
75 C3212
76 C3300K Champ
77 C3322
78 C3350
79 C3510 Genoa
80 C3520
81 C3530
82 C3560
83 C3630
84 C3750
85 C414
86 C450
87 C500
88 C5010 Squash
89 C510
90 C5130
91 C520
92 C5212
93 C5220
94 C5510
95 C6112
96 C6620
97 C6625
98 C6712 Star II DUOS
99 Ch@t 222
100 Ch@t 322
101 Ch@t 335
102 Ch@t 350
103 Ch@t 527
104 Conquer 4G
105 Continuum I400
106 Convoy 2
107 Corby TV F339
108 D780
109 D900i
110 D980
111 Dart
112 DoubleTime
113 Droid Charge
114 DuosTV I6712
115 E1070
116 E1080T
117 E1085T
118 E1100
119 E1107 Crest Solar
120 E1110
121 E1117
122 E1120
123 E1125
124 E1130B
125 E1150
126 E1160
127 E1170
128 E1182
129 E1190
130 E1195
131 E1210
132 E1225 Dual Sim Shift
133 E1230
134 E1232B
135 E1252
136 E1310
137 E1360
138 E1390
139 E1410
140 E200
141 E200 ECO
142 E210
143 E2100B
144 E2120
145 E2130
146 E215
147 E2152
148 E2210B
149 E2230
150 E2232
151 E230
152 E2330
153 E2370 Xcover
154 E251
155 E2510
156 E2530
157 E2550 Monte Slider
158 E2600
159 E2652 Champ Duos
160 E2652W Champ Duos
161 E3210
162 E3213 Hero
163 E590
164 E740
165 E830
166 E840
167 E950
168 Epic 4G
169 Exhibit 4G
170 Exhibit II 4G
171 F110
172 F200
173 F250
174 F268
175 F270 Beat
176 F275
177 F400
178 F480
179 F480i
180 F490
181 F510
182 Fascinate
183 Focus
184 Focus Flash I677
185 Focus S I937
186 G400 Soul
187 G600
188 G810
189 Galaxy 551
190 Galaxy A
191 Galaxy Ace S5830
192 Galaxy Fit S5670
193 Galaxy Gio S5660
194 Galaxy M Pro B7800
195 Galaxy Mini S5570
196 Galaxy Nexus
197 Galaxy Nexus i515
198 Galaxy Note
199 Galaxy Pop i559
200 Galaxy Prevail
201 Galaxy Pro B7510
202 Galaxy Q
203 Galaxy S 4G
204 Galaxy S II 4G
205 Galaxy S II AT&T
206 Galaxy S II Epic 4G Touch
207 Galaxy S II HD LTE
208 Galaxy S II LTE
209 Galaxy S II LTE i727R
210 Galaxy S II Skyrocket i727
211 Galaxy S II T-Mobile
212 Galaxy S WiFi 5.0
213 Galaxy Tab 10.1
214 Galaxy Tab 10.1 3G
215 Galaxy Tab 10.1 LTE
216 Galaxy Tab 4G LTE
217 Galaxy Tab 8.9 3G
218 Galaxy Tab 8.9 LTE
219 Galaxy Tab 8.9 P7310
220 Galaxy Tab CDMA
221 Galaxy Tab T-Mobile
222 Galaxy W I8150
223 Galaxy Y Pro B5510
224 Galaxy Y S5360
225 Google Nexus S
226 Google Nexus S 4G
227 Google Nexus S I9020A
228 Google Nexus S I9023
229 Gravity SMART
230 Gravity TXT T379
231 Guru E1081T
232 Hero Plus B159
233 I100 Gem
234 I110 Illusion
235 i200
236 i220 Code
237 i225 Exec
238 i350 Intrepid
239 i400
240 I405 Stratosphere
241 i450
242 i520
243 i550
244 I5500 Galaxy 5
245 i560
246 I5700 Galaxy Spica
247 I5800 Galaxy 3
248 I5801 Galaxy Apollo
249 i617 BlackJack II
250 I6210
251 I6220 Star TV
252 i637 Jack
253 i640
254 I6500U Galaxy
255 i710
256 i7110
257 i740
258 I7500 Galaxy
259 i770 Saga
260 i780
261 I8000 Omnia II
262 i8510 INNOV8
263 I8520 Galaxy Beam
264 I8700 Omnia 7
265 i8910 Omnia HD
266 i897 Captivate
267 i900 Omnia
268 I9000 Galaxy S
269 I9001 Galaxy S Plus
270 I9003 Galaxy SL
271 I9010 Galaxy S Giorgio Armani
272 i907 Epix
273 I909 Galaxy S
274 I9100 Galaxy S II
275 I9100G Galaxy S II
276 I9103 Galaxy R
277 i927 Captivate Glide
278 I997 Infuse 4G
279 Impact
280 Impact b
281 Impact sf
282 Intercept
283 J150
284 J165
285 J200
286 J210
287 J400
288 J600
289 J610
290 J630
291 J700
292 J750
293 J800 Luxe
294 L170
295 L310
296 L320
297 L700
298 L760
299 L770
300 L810v Steel
301 L870
302 M110
303 M110S Galaxy S
304 M130
305 M130K Galaxy K
306 M130L Galaxy U
307 M140
308 M150
309 M190 Galaxy S Hoppin
310 M200
311 M210S Wave2
312 M220L Galaxy Neo
313 M2310
314 M2510
315 M2520 Beat Techno
316 M260 Factor
317 M2710 Beat Twist
318 M300
319 M310
320 M3200 Beat s
Samsung 2011 Models
www.charterequityresearch.com
May 21, 2012
321 M3310
322 M3310L
323 M350 Seek
324 M3510 Beat b
325 M3710 Corby Beat
326 M5650 Lindy
327 M580 Replenish
328 M600
329 M620
330 M6710 Beat DISC
331 M715 T*OMNIA II
332 M750 Restore
333 M7500 Emporio Armani
334 M7600 Beat DJ
335 M850 Instinct HD
336 M8800 Pixon
337 M8910 Pixon12
338 M900 Moment
339 M920 Transform
340 M930 Transform Ultra
341 Mesmerize i500
342 Metro TV
343 Mpower Muzik 219
344 Mpower TV S239
345 Mpower Txt M369
346 Omnia W I8350
347 P1000 Galaxy Tab
348 P1010 Galaxy Tab Wi-Fi
349 P180
350 P260
351 P270
352 P6200 Galaxy Tab 7.0 Plus
353 P7100 Galaxy Tab 10.1v
354 P960
355 Propel Pro
356 R260 Chrono
357 R351 Freeform
358 R360 Freeform II
359 R360 Messenger Touch
360 R380 Freeform III
361 R520 Trill
362 R570 Messenger III
363 R580 Profile
364 R640 Character
365 R680 Repp
366 R710 Suede
367 R720 Admire
368 R730 Transfix
369 R860 Caliber
370 R900 Craft
371 R910 Galaxy Indulge
372 S3030 Tobi
373 S3100
374 S3110
375 S3310
376 S3370
377 S3500
378 S3550 Shark 3
379 S3600
380 S3650 Corby
381 S3650W Corby
382 S3770
383 S3850 Corby II
384 S5050
385 S5150 Diva folder
386 S5200
387 S5230 Star
388 S5230W Star WiFi
389 S5233T
390 S5250 Wave525
391 S5260 Star II
392 S5330 Wave533
393 S5350 Shark
394 S5500 Eco
395 S5510
396 S5530
397 S5550 Shark 2
398 S5560 Marvel
399 S5600 Preston
400 S5600v Blade
401 S5610
402 S5620 Monte
403 S5630C
404 S5690 Galaxy Xcover
405 S5750 Wave575
406 S5780 Wave 578
407 S6700
408 S7070 Diva
409 S720i
410 S7220 Ultra b
411 S7230E Wave 723
412 S7330
413 S7350 Ultra s
414 S7550 Blue Earth
415 S8000 Jet
416 S8300 UltraTOUCH
417 S8500 Wave
418 S8530 Wave II
419 S8600 Wave 3
420 S9110
421 S9402 Ego
422 SCH-W699
423 SPH-i325 Ace
424 T109
425 T119
426 T139
427 T219
428 T229
429 T249
430 T339
431 T349
432 T369
433 T401G
434 T409
435 T459 Gravity
436 T469 Gravity 2
437 T479 Gravity 3
438 T539 Beat
439 T559 Comeback
440 T639
441 T659 Scarlet
442 T669 Gravity T
443 T729 Blast
444 T746 Impact
445 T819
446 T919 Behold
447 T929 Memoir
448 T939 Behold 2
449 Trender
450 U100
451 U300
452 U320 Haven
453 U360 Gusto
454 U450 DoubleTake
455 U450 Intensity
456 U460 Intensity II
457 U700
458 U750 Zeal
459 U800 Soul b
460 U810 Renown
461 U900 Soul
462 U960 Rogue
463 V820L
464 Vibrant
465 Vodafone 360 H1
466 Vodafone 360 M1
467 W169 Duos
468 W259 Duos
469 W299 Duos
470 W850
471 W880 AMOLED 12M
472 W960 AMOLED 3D
473 W9705
474 Wave M S7250
475 Wave Y S5380
476 X550
477 Xcover 271
478 Z170
479 Z240
480 Z360
481 Z630
482 ZV60
483
484
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May 21, 2012
22%
20%
6%3%
26%
21%
Under $2.00
(distribution by RF content)
Under $3.00
Under $4.00
Under $1.00
13%
28%
5%
19%
3%
7%
23%
1%
2 bands
3 bands
4 bands
6 bands
Of the 482 different Samsung phone MODELS available in 2011…
(distribution by band/mode)
www.charterequityresearch.com
May 21, 2012
(total RF content by model)
Smart
Galaxy S
Galaxy S II
Feature
$0M
$250M
$500M
$750M
Mean Median Mode
Mean ~ $0.715B
Mode ~ $0.598B
Median ~ $0.598B
21%
20%
7%
4%
25%
21%
Under $2.00
Under $3.00
Under $4.00
Under $1.00
Of the 337.5M devices Samsung SOLD in 2011…
(distribution by RF content)
www.charterequityresearch.com
May 21, 2012
RF Content per Phone
v
0
25
50
75
100
$0 $2 $4 $6 $8 $10
Un
it S
ales
(M
)
Samsung LTE
0
25
50
75
100
$0 $2 $4 $6 $8 $10
Un
it S
ales
(M
)
Samsung CDMA
0
25
50
75
100
$0 $2 $4 $6 $8 $10
Un
it S
ales
(M
)
Samsung WCDMA
0
25
50
75
100
$0 $2 $4 $6 $8 $10
Samsung GSM
Un
it S
ales
(M
)
0
25
50
75
100
$0 $2 $4 $6 $8 $10
Un
it S
ales
(M
)
www.charterequityresearch.com
May 21, 2012
Band/Modes per Phone
0
25
50
75
100
0 2 4 6 8 10 12
Un
it S
ales
(M
)
Samsung LTE
0
25
50
75
100
0 2 4 6 8 10 12
Un
it S
ales
(M
)
Samsung CDMA
0
25
50
75
100
0 2 4 6 8 10 12
Un
it S
ales
(M
)
Samsung WCDMA
0
25
50
75
100
0 2 4 6 8 10 12
Un
it S
ales
(M
)
Samsung GSM
0
25
50
75
100
0 2 4 6 8 10 12
Unit
Sal
es (
M)
www.charterequityresearch.com
May 21, 2012
1 Acclaim
2 B6520 Omnia PRO 5
3 B7300 OmniaLITE
4 B7320 OmniaPRO
5 B7330 OmniaPRO
6 B7350 Omnia PRO 4
7 B7610 OmniaPRO
8 B7620
9 C6620
10 C6625
11 Conquer 4G
12 Continuum I400
13 Dart
14 DoubleTime
15 Droid Charge
16 Epic 4G
17 Exhibit 4G
18 Exhibit II 4G
19 Fascinate
20 Focus
21 Focus Flash I677
22 Focus S I937
23 G810
24 Galaxy 551
25 Galaxy A
26 Galaxy Ace S5830
27 Galaxy Fit S5670
28 Galaxy Gio S5660
29 Galaxy M Pro B7800
30 Galaxy Mini S5570
31 Galaxy Nexus
32 Galaxy Nexus i515
33 Galaxy Pop i559
34 Galaxy Prevail
35 Galaxy Pro B7510
36 Galaxy Q
37 Galaxy S 4G
38 Galaxy S II 4G
39 Galaxy S II AT&T
40 Galaxy S II Epic 4G Touch
41 Galaxy S II HD LTE
42 Galaxy S II LTE
43 Galaxy S II LTE i727R
44 Galaxy S II Skyrocket i727
45 Galaxy S II T-Mobile
46 Galaxy W I8150
47 Galaxy Y Pro B5510
48 Galaxy Y S5360
49 Google Nexus S
50 Google Nexus S 4G
51 Google Nexus S I9020A
52 Google Nexus S I9023
53 Gravity SMART
54 I100 Gem
55 I110 Illusion
56 i200
57 i220 Code
58 i225 Exec
59 i350 Intrepid
60 i400
61 I405 Stratosphere
62 i450
63 i520
64 i550
65 I5500 Galaxy 5
66 i560
67 I5700 Galaxy Spica
68 I5800 Galaxy 3
69 I5801 Galaxy Apollo
70 i617 BlackJack II
71 i637 Jack
72 i640
73 I6500U Galaxy
74 i710
75 i7110
76 I7500 Galaxy
77 i770 Saga
78 i780
79 I8000 Omnia II
80 i8510 INNOV8
Samsung 2011 Smart Phones
www.charterequityresearch.com
May 21, 2012
141 E2530
142 E2550 Monte Slider
143 E2600
144 E2652 Champ Duos
145 E2652W Champ Duos
146 E3210
147 E3213 Hero
148 E590
149 E740
150 E830
151 E840
152 E950
153 F110
154 F200
155 F250
156 F268
157 F270 Beat
158 F275
159 F400
160 F480
161 F480i
162 F490
163 F510
164 G400 Soul
165 G600
166 Galaxy Note
167 Galaxy S WiFi 5.0
168 Galaxy Tab 10.1
169 Galaxy Tab 10.1 3G
170 Galaxy Tab 10.1 LTE
171 Galaxy Tab 4G LTE
172 Galaxy Tab 8.9 3G
173 Galaxy Tab 8.9 LTE
174 Galaxy Tab 8.9 P7310
175 Galaxy Tab CDMA
176 Galaxy Tab T-Mobile
177 Gravity TXT T379
178 Guru E1081T
179 Hero Plus B159
180 I6210
181 I6220 Star TV
182 i740
183 Impact
184 Impact b
185 Impact sf
186 J150
187 J165
188 J200
189 J210
190 J400
191 J600
192 J610
193 J630
194 J700
195 J750
196 J800 Luxe
197 L170
198 L310
199 L320
200 L700
201 L760
202 L770
203 L810v Steel
204 M110
205 M130
206 M140
207 M150
208 M200
209 M2310
210 M2510
71 C3510 Genoa
72 C3520
73 C3530
74 C3560
75 C3630
76 C3750
77 C414
78 C450
79 C500
80 C5010 Squash
81 C510
82 C5130
83 C520
84 C5212
85 C5220
86 C5510
87 C6112
88 C6712 Star II DUOS
89 Ch@t 222
90 Ch@t 322
91 Ch@t 335
92 Ch@t 350
93 Ch@t 527
94 Convoy 2
95 Corby TV F339
96 D780
97 D900i
98 D980
99 DuosTV I6712
100 E1070
101 E1080T
102 E1085T
103 E1100
104 E1107 Crest Solar
105 E1110
106 E1117
107 E1120
108 E1125
109 E1130B
110 E1150
111 E1160
112 E1170
113 E1182
114 E1190
115 E1195
116 E1210
117 E1225 Dual Sim Shift
118 E1230
119 E1232B
120 E1252
121 E1310
122 E1360
123 E1390
124 E1410
125 E200
126 E200 ECO
127 E210
128 E2100B
129 E2120
130 E2130
131 E215
132 E2152
133 E2210B
134 E2230
135 E2232
136 E230
137 E2330
138 E2370 Xcover
139 E251
140 E2510
1 :) Smiley
2 A167
3 A177
4 A200K Nori F
5 A220 F Nori
6 A237
7 A257 Magnet
8 A411
9 A517
10 A637
11 A657
12 A667 Evergreen
13 A687 Strive
14 A697 Sunburst
15 A711
16 A717
17 A727
18 A737
19 A746
20 A767 Propel
21 A777
22 A797 Flight
23 A817 Solstice II
24 A827 Access
25 A837 Rugby
26 A847 Rugby II
27 A867 Eternity
28 A877 Impression
29 A886 Forever
30 A887 Solstice
31 A897 Mythic
32 A927 Flight II
33 B100
34 B110
35 B130
36 B200
37 B210
38 B2100 Xplorer
39 B2700
40 B300
41 B320
42 B3210 CorbyTXT
43 B3310
44 B3410
45 B3410W Ch@t
46 B500
47 B510
48 B520
49 B5310 CorbyPRO
50 B5702
51 B5722
52 B7722
53 Breeze B209
54 C140
55 C160
56 C170
57 C180
58 C250
59 C260
60 C270
61 C275
62 C3010
63 C3050 Stratus
64 C3060R
65 C3110
66 C3200 Monte Bar
67 C3212
68 C3300K Champ
69 C3322
70 C3350
Samsung 2011 Feature Phones
www.charterequityresearch.com
May 21, 2012
281 S5560 Marvel
282 S5600 Preston
283 S5600v Blade
284 S5610
285 S5620 Monte
286 S5630C
287 S6700
288 S7070 Diva
289 S720i
290 S7220 Ultra b
291 S7330
292 S7350 Ultra s
293 S7550 Blue Earth
294 S8000 Jet
295 S8300 UltraTOUCH
296 S9110
297 S9402 Ego
298 SCH-W699
299 T109
300 T119
301 T139
302 T219
303 T229
304 T249
305 T339
306 T349
307 T369
308 T401G
309 T409
310 T459 Gravity
311 T469 Gravity 2
312 T479 Gravity 3
313 T539 Beat
314 T559 Comeback
315 T639
316 T659 Scarlet
317 T669 Gravity T
318 T729 Blast
319 T746 Impact
320 T819
321 T919 Behold
322 T929 Memoir
323 Trender
324 U100
325 U300
326 U320 Haven
327 U360 Gusto
328 U450 DoubleTake
329 U450 Intensity
330 U460 Intensity II
331 U700
332 U750 Zeal
333 U800 Soul b
334 U810 Renown
335 U900 Soul
336 U960 Rogue
337 V820L
338 W169 Duos
339 W259 Duos
340 W299 Duos
341 W850
342 W880 AMOLED 12M
343 W960 AMOLED 3D
344 W9705
345 X550
346 Xcover 271
347 Z170
348 Z240
349 Z360
350 Z630
351 ZV60
211 M2520 Beat Techno
212 M260 Factor
213 M2710 Beat Twist
214 M300
215 M310
216 M3200 Beat s
217 M3310
218 M3310L
219 M350 Seek
220 M3510 Beat b
221 M3710 Corby Beat
222 M5650 Lindy
223 M600
224 M620
225 M6710 Beat DISC
226 M715 T*OMNIA II
227 M750 Restore
228 M7500 Emporio Armani
229 M7600 Beat DJ
230 M850 Instinct HD
231 M8800 Pixon
232 M8910 Pixon12
233 Metro TV
234 Mpower Muzik 219
235 Mpower TV S239
236 Mpower Txt M369
237 P1000 Galaxy Tab
238 P1010 Galaxy Tab Wi-Fi
239 P180
240 P260
241 P270
242 P6200 Galaxy Tab 7.0 Plus
243 P7100 Galaxy Tab 10.1v
244 P960
245 R260 Chrono
246 R351 Freeform
247 R360 Freeform II
248 R360 Messenger Touch
249 R380 Freeform III
250 R520 Trill
251 R570 Messenger III
252 R580 Profile
253 R640 Character
254 R710 Suede
255 R860 Caliber
256 R900 Craft
257 S3030 Tobi
258 S3100
259 S3110
260 S3310
261 S3370
262 S3500
263 S3550 Shark 3
264 S3600
265 S3650 Corby
266 S3650W Corby
267 S3770
268 S3850 Corby II
269 S5050
270 S5150 Diva folder
271 S5200
272 S5230 Star
273 S5230W Star WiFi
274 S5233T
275 S5260 Star II
276 S5350 Shark
277 S5500 Eco
278 S5510
279 S5530
280 S5550 Shark 2
www.charterequityresearch.com
May 21, 2012
1 Galaxy Nexus
2 I9100 Galaxy SII
3 I997 Infus 4G
Samsung Standout* Phones
*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 Bands RF GSM UMTS CDMA LTE
Model Number Modes ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
1 :) Smiley 6 3.30 � � � � � �
2 A167 2 0.55 � �
3 A177 4 1.10 � � � �
4 A200K Nori F 4 1.10 � � � �
5 A220 F Nori 4 1.10 � � � �
6 A237 4 1.10 � � � �
7 A257 Magnet 4 1.10 � � � �
8 A411 4 1.59 � � � �
9 A517 4 1.10 � � � �
10 A637 6 3.15 � � � � � �
11 A657 6 3.15 � � � � � �
12 A667 Evergreen 6 3.15 � � � � � �
13 A687 Strive 6 3.15 � � � � � �
14 A697 Sunburst 4 1.10 � � � �
15 A711 4 1.59 � � � �
16 A717 6 3.15 � � � � � �
17 A727 6 3.15 � � � � � �
18 A737 6 3.15 � � � � � �
19 A746 6 3.15 � � � � � �
20 A767 Propel 6 3.15 � � � � � �
21 A777 6 3.15 � � � � � �
22 A797 Flight 6 3.15 � � � � � �
23 A817 Solstice II 7 3.75 � � � � � � �
24 A827 Access 6 3.15 � � � � � �
25 A837 Rugby 6 3.15 � � � � � �
26 A847 Rugby II 7 4.40 � � � � � � �
27 A867 Eternity 6 3.15 � � � � � �
28 A877 Impression 6 3.15 � � � � � �
29 A886 Forever 6 3.15 � � � � � �
30 A887 Solstice 6 3.15 � � � � � �
31 A897 Mythic 7 3.75 � � � � � � �
32 A927 Flight II 6 3.15 � � � � � �
33 Acclaim 2 2.30 � �
34 B100 2 0.55 � �
35 B110 4 1.10 � � � �
36 B130 2 0.55 � �
37 B200 2 0.55 � �
38 B210 2 0.55 � �
39 B2100 4 1.10 � � � �
40 B2700 5 2.35 � � � � �
41 B300 2 0.55 � �
42 B320 2 0.55 � �
43 B3210 CorbyT 4 1.10 � � � �
44 B3310 4 1.10 � � � �
45 B3410 4 1.10 � � � �
46 B3410W Ch@t 4 1.10 � � � �
47 B500 2 0.55 � �
48 B510 3 0.89 � � �
49 B520 2 0.55 � �
50 B5310 CorbyPRO 6 3.05 � � � � � �
51 B5702 4 1.10 � � � �
52 B5722 4 1.10 � � � �
53 B6520 Omnia PRO 5 7 4.40 � � � � � � �
54 B7300 OmniaLITE 6 3.05 � � � � � �
55 B7320 OmniaPRO 7 4.40 � � � � � � �
56 B7330 OmniaPRO 6 3.05 � � � � � �
57 B7350 Omnia PRO 4 6 3.05 � � � � � �
58 B7610 OmniaPRO 6 3.05 � � � � � �
59 B7620 6 4.06 � � � � � �
60 B7722 5 2.35 � � � � �
61 Breeze B209 1 0.70 �
62 C140 2 0.55 � �
63 C160 2 0.55 � �
64 C170 2 0.55 � �
65 C180 2 0.55 � �
66 C250 2 0.55 � �
www.charterequityresearch.com
May 21, 2012
Samsung Phones Bands RF GSM UMTS CDMA LTE
Model Number Modes ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
67 C260 2 0.55 � �
68 C270 2 0.55 � �
69 C275 2 0.55 � �
70 C3010 3 0.89 � � �
71 C3050 Stratus 4 1.10 � � � �
72 C3060R 2 0.55 � �
73 C3110 4 1.10 � � � �
74 C3200 Monte Bar 4 1.10 � � � �
75 C3212 2 0.55 � �
76 C3300K Champ 4 1.10 � � � �
77 C3322 4 1.10 � � � �
78 C3350 4 1.10 � � � �
79 C3510 Genoa 4 1.10 � � � �
80 C3520 4 1.10 � � � �
81 C3530 4 1.10 � � � �
82 C3560 4 1.10 � � � �
83 C3630 4 1.10 � � � �
84 C3750 4 1.10 � � � �
85 C414 6 3.15 � � � � � �
86 C450 2 0.55 � �
87 C500 3 0.89 � � �
88 C5010 Squash 6 3.05 � � � � � �
89 C510 3 0.89 � � �
90 C5130 6 3.05 � � � � � �
91 C520 2 0.55 � �
92 C5212 2 0.55 � �
93 C5220 4 1.59 � � � �
94 C5510 6 3.05 � � � � � �
95 C6112 4 1.10 � � � �
96 C6620 4 2.14 � � � �
97 C6625 4 2.14 � � � �
98 C6712 Star II DUOS 4 1.10 � � � �
99 Ch@t 222 4 1.10 � � � �
100 Ch@t 322 4 1.10 � � � �
101 Ch@t 335 4 1.10 � � � �
102 Ch@t 350 4 1.10 � � � �
103 Ch@t 527 6 3.05 � � � � � �
104 Conquer 4G 3 2.48 � � �
105 Continuum I400 2 2.30 � �
106 Convoy 2 2 2.30 � �
107 Corby TV F339 1 0.70 �
108 D780 3 0.89 � � �
109 D900i 4 1.10 � � � �
110 D980 3 0.89 � � �
111 Dart 6 3.30 � � � � � �
112 DoubleTime 0
113 Droid Charge 3 3.00 � � �
114 DuosTV I6712 4 1.10 � � � �
115 E1070 2 0.55 � �
116 E1080T 2 0.55 � �
117 E1085T 2 0.55 � �
118 E1100 2 0.55 � �
119 E1107 Crest Solar 2 0.55 � �
120 E1110 2 0.55 � �
121 E1117 2 0.55 � �
122 E1120 2 0.55 � �
123 E1125 2 0.55 � �
124 E1130B 2 0.55 � �
125 E1150 2 0.55 � �
126 E1160 2 0.55 � �
127 E1170 2 0.55 � �
128 E1182 2 0.55 � �
129 E1190 2 0.55 � �
130 E1195 2 0.55 � �
www.charterequityresearch.com
May 21, 2012
Samsung Phones Bands RF GSM UMTS CDMA LTE
Model Number Modes ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
131 E1210 2 0.55 � �
132 E1225 Dual Sim Shift 2 0.55 � �
133 E1230 2 0.55 � �
134 E1232B 2 0.55 � �
135 E1252 2 0.55 � �
136 E1310 2 0.55 � �
137 E1360 2 0.55 � �
138 E1390 2 0.55 � �
139 E1410 2 0.55 � �
140 E200 3 0.89 � � �
141 E200 ECO 3 0.89 � � �
142 E210 3 0.89 � � �
143 E2100B 2 0.55 � �
144 E2120 2 0.55 � �
145 E2130 2 0.55 � �
146 E215 4 1.10 � � � �
147 E2152 2 0.55 � �
148 E2210B 4 1.10 � � � �
149 E2230 2 0.55 � �
150 E2232 2 0.55 � �
151 E230 3 0.89 � � �
152 E2330 4 1.10 � � � �
153 E2370 Xcover 2 0.55 � �
154 E251 3 0.89 � � �
155 E2510 4 1.10 � � � �
156 E2530 4 1.10 � � � �
157 E2550 Monte Slider 2 0.55 � �
158 E2600 4 1.10 � � � �
159 E2652 Champ Duos 3 0.89 � � �
160 E2652W Champ Duos 3 0.89 � � �
161 E3210 6 3.05 � � � � � �
162 E3213 Hero 6 3.05 � � � � � �
163 E590 3 0.89 � � �
164 E740 3 0.89 � � �
165 E830 3 0.89 � � �
166 E840 4 1.10 � � � �
167 E950 3 0.89 � � �
168 Epic 4G 1 1.25 �
169 Exhibit 4G 6 3.30 � � � � � �
170 Exhibit II 4G 7 4.00 � � � � � � �
171 F110 4 1.10 � � � �
172 F200 3 0.89 � � �
173 F250 3 0.89 � � �
174 F268 3 0.89 � � �
175 F270 Beat 4 1.10 � � � �
176 F275 4 1.10 � � � �
177 F400 4 2.14 � � � �
178 F480 6 3.05 � � � � � �
179 F480i 4 2.14 � � � �
180 F490 4 2.14 � � � �
181 F510 4 2.14 � � � �
182 Fascinate 2 2.30 � �
183 Focus 7 4.40 � � � � � � �
184 Focus Flash I677 7 4.40 � � � � � � �
185 Focus S I937 7 4.40 � � � � � � �
186 G400 Soul 4 2.14 � � � �
187 G600 4 1.10 � � � �
188 G810 4 2.14 � � � �
189 Galaxy 551 7 3.75 � � � � � � �
190 Galaxy A 5 2.35 � � � � �
191 Galaxy Ace S5830 6 3.05 � � � � � �
192 Galaxy Fit S5670 6 3.05 � � � � � �
193 Galaxy Gio S5660 6 3.05 � � � � � �
194 Galaxy M Pro B7800 6 3.05 � � � � � �
www.charterequityresearch.com
May 21, 2012
Samsung Phones Bands RF GSM UMTS CDMA LTE
Model Number Modes ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
195 Galaxy Mini S5570 6 3.05 � � � � � �
196 Galaxy Nexus 9 6.05 � � � � � � � � �
197 Galaxy Nexus i515 3 3.00 � � �
198 Galaxy Note 9 5.80 � � � � � � � � �
199 Galaxy Pop i559 1 0.70 �
200 Galaxy Prevail 2 2.30 � �
201 Galaxy Pro B7510 6 3.05 � � � � � �
202 Galaxy Q 6 3.15 � � � � � �
203 Galaxy S 4G 6 3.30 � � � � � �
204 Galaxy S II 4G 8 4.95 � � � �
205 Galaxy S II AT&T 7 4.70 � � � �
206 Galaxy S II Epic 4G Touch 2 3.90 �
207 Galaxy S II HD LTE 0
208 Galaxy S II LTE 11 7.65 � � � � � � �
209 Galaxy S II LTE i727R 9 6.70 � � � � � �
210 Galaxy S II Skyrocket i727 10 7.40 � � � � � � �
211 Galaxy S II T-Mobile 7 4.30 � � � �
212 Galaxy S WiFi 5.0 0
213 Galaxy Tab 10.1 0
214 Galaxy Tab 10.1 3G 8 5.10 � � � � � � � �
215 Galaxy Tab 10.1 LTE 3 3.00 � � �
216 Galaxy Tab 4G LTE 3 3.00 � � �
217 Galaxy Tab 8.9 3G 8 5.10 � � � � � � � �
218 Galaxy Tab 8.9 LTE 11 7.80 � � � � � � � � � � �
219 Galaxy Tab 8.9 P7310 0
220 Galaxy Tab CDMA 2 2.30 � �
221 Galaxy Tab T-Mobile 6 3.30 � � � � � �
222 Galaxy W I8150 6 3.05 � � � � � �
223 Galaxy Y Pro B5510 6 3.05 � � � � � �
224 Galaxy Y S5360 6 3.05 � � � � � �
225 Google Nexus S 7 4.00 � � � � � � �
226 Google Nexus S 4G 2 2.30 � �
227 Google Nexus S I9020A 9 6.05 � � � � � � � � �
228 Google Nexus S I9023 7 4.00 � � � � � � �
229 Gravity SMART 6 3.30 � � � � � �
230 Gravity TXT T379 6 3.30 � � � � � �
231 Guru E1081T 2 0.55 � �
232 Hero Plus B159 1 0.70 �
233 I100 Gem 2 2.30 � �
234 I110 Illusion 2 2.30 � �
235 i200 4 2.14 � � � �
236 i220 Code 2 2.30 � �
237 i225 Exec 2 2.30 � �
238 i350 Intrepid 7 4.65 � � � � � � �
239 i400 3 0.89 � � �
240 I405 Stratosphere 3 3.00 � � �
241 i450 4 2.14 � � � �
242 i520 4 2.14 � � � �
243 i550 4 2.14 � � � �
244 I5500 Galaxy 5 6 3.05 � � � � � �
245 i560 4 2.14 � � � �
246 I5700 Galaxy Spica 8 5.10 � � � � � � � �
247 I5800 Galaxy 3 6 3.05 � � � � � �
248 I5801 Galaxy Apollo 6 3.05 � � � � � �
249 i617 BlackJack II 7 4.40 � � � � � � �
250 I6210 4 1.10 � � � �
251 I6220 Star TV 4 1.10 � � � �
252 i637 Jack 7 4.40 � � � � � � �
253 i640 4 2.14 � � � �
254 I6500U Galaxy 6 3.05 � � � � � �
255 i710 4 1.10 � � � �
256 i7110 6 3.05 � � � � � �
257 i740 3 0.89 � � �
258 I7500 Galaxy 7 4.00 � � � � � � �
259 i770 Saga 4 1.10 � � � �
260 i780 4 2.14 � � � �
www.charterequityresearch.com
May 21, 2012
Samsung Phones Bands RF GSM UMTS CDMA LTE
Model Number Modes ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
261 I8000 Omnia II 7 4.40 � � � � � � �
262 i8510 INNOV8 8 5.10 � � � � � � � �
263 I8520 Galaxy Beam 7 4.40 � � � � � � �
264 I8700 Omnia 7 6 3.05 � � � � � �
265 i8910 Omnia HD 7 4.40 � � � � � � �
266 i897 Captivate 7 4.40 � � � � � � �
267 i900 Omnia 5 2.35 � � � � �
268 I9000 Galaxy S 7 4.40 � � � � � � �
269 I9001 Galaxy S Plus 7 4.40 � � � � � � �
270 I9003 Galaxy SL 7 4.40 � � � � � � �
271 I9010 Galaxy S Armani 8 5.10 � � � � � � � �
272 i907 Epix 7 4.40 � � � � � � �
273 I909 Galaxy S 5 3.19 � � � � �
274 I9100 Galaxy S II 8 5.10 � � � � � � � �
275 I9100G Galaxy S II 8 5.10 � � � � � � � �
276 I9103 Galaxy R 6 3.05 � � � � � �
277 i927 Captivate Glide 7 4.40 � � � � � � �
278 I997 Infuse 4G 7 4.40 � � � � � � �
279 Impact 2 0.55 � �
280 Impact b 2 0.55 � �
281 Impact sf 2 0.55 � �
282 Intercept 2 2.30 � �
283 J150 3 0.89 � � �
284 J165 6 3.05 � � � � � �
285 J200 4 2.14 � � � �
286 J210 3 0.89 � � �
287 J400 4 2.14 � � � �
288 J600 3 0.89 � � �
289 J610 3 0.89 � � �
290 J630 4 2.14 � � � �
291 J700 3 0.89 � � �
292 J750 4 2.14 � � � �
293 J800 Luxe 4 2.14 � � � �
294 L170 4 2.14 � � � �
295 L310 3 0.89 � � �
296 L320 3 0.89 � � �
297 L700 5 2.35 � � � � �
298 L760 4 2.14 � � � �
299 L770 4 2.14 � � � �
300 L810v Steel 4 2.14 � � � �
301 L870 5 2.35 � � � � �
302 M110 2 0.55 � �
303 M110S Galaxy S 4 1.10 � � � �
304 M130 4 1.10 � � � �
305 M130K Galaxy K 7 4.40 � � � � � � �
306 M130L Galaxy U 2 2.30 � �
307 M140 4 1.10 � � � �
308 M150 2 0.55 � �
309 M190 Galaxy S Hoppin 4 1.10 � � � �
310 M200 4 1.10 � � � �
311 M210S Wave2 6 3.05 � � � � � �
312 M220L Galaxy Neo 2 2.30 � �
313 M2310 4 1.10 � � � �
314 M2510 4 1.10 � � � �
315 M2520 Beat Techno 4 1.10 � � � �
316 M260 Factor 2 2.30 � �
317 M2710 Beat Twist 4 1.10 � � � �
318 M300 3 0.89 � � �
319 M310 4 1.10 � � � �
320 M3200 Beat s 4 1.10 � � � �
321 M3310 4 1.10 � � � �
322 M3310L 4 1.10 � � � �
323 M350 Seek 2 2.30 � �
324 M3510 Beat b 4 1.10 � � � �
www.charterequityresearch.com
May 21, 2012
Samsung Phones Bands RF GSM UMTS CDMA LTE
Model Number Modes ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
325 M3710 Corby Beat 4 1.10 � � � �
326 M5650 Lindy 6 3.70 � � � � � �
327 M580 Replenish 2 2.30 � �
328 M600 3 0.89 � � �
329 M620 3 0.89 � � �
330 M6710 Beat DISC 6 3.05 � � � � � �
331 M715 T*OMNIA II 4 1.10 � � � �
332 M750 Restore 2 2.30 � �
333 M7500 Emporio Armani 5 2.35 � � � � �
334 M7600 Beat DJ 6 3.05 � � � � � �
335 M850 Instinct HD 0
336 M8800 Pixon 5 2.35 � � � � �
337 M8910 Pixon12 6 3.05 � � � � � �
338 M900 Moment 2 2.30 � �
339 M920 Transform 2 2.30 � �
340 M930 Transform Ultra 3 2.48 � � �
341 Mesmerize i500 2 2.30 � �
342 Metro TV 5 2.35 � � � � �
343 Mpower Muzik 219 0 �
344 Mpower TV S239 2 2.30 � �
345 Mpower Txt M369 1 0.70 �
346 Omnia W I8350 8 5.10 � � � � � � � �
347 P1000 Galaxy Tab 7 4.40 � � � � � � �
348 P1010 Galaxy Tab Wi-Fi 0
349 P180 3 0.89 � � �
350 P260 3 0.89 � � �
351 P270 3 0.89 � � �
352 P6200 Galaxy Tab 7.0 Plus 7 4.40 � � � � � � �
353 P7100 Galaxy Tab 10.1v 8 5.10 � � � � � � � �
354 P960 4 2.14 � � � �
355 Propel Pro 7 4.40 � � � � � � �
356 R260 Chrono 2 2.30 � �
357 R351 Freeform 2 2.30 � �
358 R360 Freeform II 4 4.50 � � � �
359 R360 Messenger Touch 2 2.30 � �
360 R380 Freeform III 4 4.50 � � � �
361 R520 Trill 2 2.30 � �
362 R570 Messenger III 2 2.30 � �
363 R580 Profile 2 2.30 � �
364 R640 Character 2 2.30 � �
365 R680 Repp 2 2.30 � �
366 R710 Suede 2 2.30 � �
367 R720 Admire 2 2.30 � �
368 R730 Transfix 2 0.88 � �
369 R860 Caliber 2 2.30 � �
370 R900 Craft 4 4.30 � � � �
371 R910 Galaxy Indulge 4 4.30 � � � �
372 S3030 Tobi 3 0.89 � � �
373 S3100 4 1.10 � � � �
374 S3110 2 0.55 � �
375 S3310 4 1.10 � � � �
376 S3370 6 3.05 � � � � � �
377 S3500 4 1.10 � � � �
378 S3550 Shark 3 4 1.10 � � � �
379 S3600 4 1.10 � � � �
380 S3650 Corby 4 1.10 � � � �
381 S3650W Corby 4 1.10 � � � �
382 S3770 6 3.05 � � � � � �
383 S3850 Corby II 4 1.10 � � � �
384 S5050 4 1.10 � � � �
385 S5150 Diva folder 3 0.89 � � �
386 S5200 4 1.10 � � � �
387 S5230 Star 4 1.10 � � � �
388 S5230W Star WiFi 4 1.10 � � � �
389 S5233T 4 1.10 � � � �
390 S5250 Wave525 4 1.10 � � � �
www.charterequityresearch.com
May 21, 2012
Samsung Phones Bands RF GSM UMTS CDMA LTE
Model Number Modes ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
391 S5260 Star II 4 1.10 � � � �
392 S5330 Wave533 4 1.10 � � � �
393 S5350 Shark 6 3.05 � � � � � �
394 S5500 Eco 5 2.35 � � � � �
395 S5510 5 2.35 � � � � �
396 S5530 5 2.35 � � � � �
397 S5550 Shark 2 6 3.05 � � � � � �
398 S5560 Marvel 4 1.10 � � � �
399 S5600 Preston 8 5.10 � � � � � � � �
400 S5600v Blade 6 3.05 � � � � � �
401 S5610 6 3.05 � � � � � �
402 S5620 Monte 6 3.05 � � � � � �
403 S5630C 3 0.89 � � �
404 S5690 Galaxy Xcover 6 3.05 � � � � � �
405 S5750 Wave575 6 3.05 � � � � � �
406 S5780 Wave 578 6 3.05 � � � � � �
407 S6700 6 3.05 � � � � � �
408 S7070 Diva 3 0.89 � � �
409 S720i 3 0.89 � � �
410 S7220 Ultra b 6 3.05 � � � � � �
411 S7230E Wave 723 6 3.05 � � � � � �
412 S7330 5 2.35 � � � � �
413 S7350 Ultra s 6 3.05 � � � � � �
414 S7550 Blue Earth 6 3.05 � � � � � �
415 S8000 Jet 8 5.10 � � � � � � � �
416 S8300 UltraTOUCH 6 3.05 � � � � � �
417 S8500 Wave 8 5.10 � � � � � � � �
418 S8530 Wave II 6 3.05 � � � � � �
419 S8600 Wave 3 6 3.05 � � � � � �
420 S9110 2 0.55 � �
421 S9402 Ego 3 0.89 � � �
422 SCH-W699 3 0.89 � � �
423 SPH-i325 Ace 2 0.55 � �
424 T109 2 0.55 � �
425 T119 2 0.55 � �
426 T139 2 0.55 � �
427 T219 3 0.76 � � �
428 T229 3 0.76 � � �
429 T249 4 1.10 � � � �
430 T339 3 0.76 � � �
431 T349 3 0.76 � � �
432 T369 4 1.10 � � � �
433 T401G 4 1.10 � � � �
434 T409 3 0.76 � � �
435 T459 Gravity 4 1.10 � � � �
436 T469 Gravity 2 6 3.30 � � � � � �
437 T479 Gravity 3 6 3.30 � � � � � �
438 T539 Beat 4 1.10 � � � �
439 T559 Comeback 5 2.35 � � � � �
440 T639 5 2.05 � � � � �
441 T659 Scarlet 6 3.30 � � � � � �
442 T669 Gravity T 6 3.30 � � � � � �
443 T729 Blast 4 1.10 � � � �
444 T746 Impact 8 5.35 � � � � � � � �
445 T819 5 2.05 � � � � �
446 T919 Behold 5 2.05 � � � � �
447 T929 Memoir 5 2.05 � � � � �
448 T939 Behold 2 6 3.30 � � � � � �
449 Trender 1 0.70 �
450 U100 3 0.89 � � �
451 U300 3 0.89 � � �
452 U320 Haven 2 2.30 � �
453 U360 Gusto 2 2.30 � �
454 U450 DoubleTake 2 2.30 � �
www.charterequityresearch.com
May 21, 2012
Samsung Phones Bands RF GSM UMTS CDMA LTE
Model Number Modes ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
455 U450 Intensity 2 � �
456 U460 Intensity II 2 2.30 � �
457 U700 4 2.14 � � � �
458 U750 Zeal 2 2.30 � �
459 U800 Soul b 4 2.14 � � � �
460 U810 Renown 4 1.10 � � � �
461 U900 Soul 5 2.84 � � � � �
462 U960 Rogue 2 2.30 � �
463 V820L 5 2.35 � � � � �
464 Vibrant 5 2.05 � � � � �
465 Vodafone 360 H1 5 2.35 � � � � �
466 Vodafone 360 M1 5 2.35 � � � � �
467 W169 Duos 3 1.25 � � �
468 W259 Duos 3 1.25 � � �
469 W299 Duos 4 1.59 � � � �
470 W850 5 2.35 � � � � �
471 W880 AMOLED 12M 4 2.14 � � � �
472 W960 AMOLED 3D 3 0.89 � � �
473 W9705 4 1.10 � � � �
474 Wave M S7250 6 3.05 � � � � � �
475 Wave Y S5380 6 3.05 � � � � � �
476 X550 3 0.89 � � �
477 Xcover 271 6 3.05 � � � � � �
478 Z170 4 2.14 � � � �
479 Z240 4 2.14 � � � �
480 Z360 4 2.14 � � � �
481 Z630 4 2.14 � � � �
482 ZV60 4 2.14 � � � �
www.charterequityresearch.com
May 21, 2012
2011 Phones Nokia
May 21, 2012
www.charterequityresearch.co
m
Please see analyst certification and important disclosures at the end of this report.
Edward Snyder Managing Director
Ph: 415.931.9955 [email protected]
www.charterequityresearch.com
May 21, 2012
1 100
2 101
3 500
4 603
5 700
6 701
7 1200
8 1202
9 1208
10 1209
11 1280
12 1616
13 1650
14 1661
15 1662
16 1800
17 2630
18 2660
19 2690
20 2760
21 3555
22 5000
23 5070
24 5230
25 5233
26 5250
27 6263
28 6267
29 6301
30 6350
31 6555
32 6788
33 7020
34 7230
35 1680 classic
36 2220 slide
37 2323 classic
38 2330 classic
39 2600 classic
40 2680 slide
41 2700 classic
42 2710 Navigation Edition
43 2720 fold
44 2730 classic
45 3109 classic
46 3110 classic
47 3110 Evolve
48 3120 classic
49 3208c
50 3500 classic
51 3600 slide
52 3610 fold
53 3710 fold
54 3720 classic
55 5030 XpressRadio
56 5130 XpressMusic
57 5132 XpressMusic
58 5220 XpressMusic
59 5235 Comes With Music
60 5310 XpressMusic
61 5320 XpressMusic
62 5330 Mobile TV Edition
63 5330 XpressMusic
64 5530 XpressMusic
65 5610 XpressMusic
66 5630 XpressMusic
67 5730 XpressMusic
68 5800 Navigation Edition
69 5800 XpressMusic
70 6110 Navigator
71 6120 classic
72 6121 classic
73 6124 classic
74 6208c
75 6210 Navigator
76 6212 classic
77 6220 classic
78 6260 slide
79 6300i
80 6303 classic
81 6303i classic
82 6500 classic
83 6500 slide
84 6600 fold
85 6600 slide
86 6600i slide
87 6650 fold
88 6700 classic
89 6700 slide
90 6710 Navigator
91 6720 classic
92 6730 classic
93 6760 slide
94 6790 Surge
95 702T
96 7070 Prism
97 7100 Supernova
98 7210 Supernova
99 7310 Supernova
100 7500 Prism
101 7510 Supernova
102 7610 Supernova
103 7900 Crystal Prism
104 7900 Prism
105 8600 Luna
106 8800 Arte
107 8800 Carbon Arte
108 8800 Gold Arte
109 8800 Sapphire Arte
110 Asha 300
111 Asha 303
112 C1-00
113 C1-01
114 C1-02
115 C2-00
116 C2-01
117 C2-02
118 C2-03
119 C2-05
120 C2-06
121 C3
122 C3-01 Gold Edition
123 C3-01 Touch and Type
124 C5
125 C5 5MP
126 C5 TD-SCDMA
127 C5-03
128 C6
129 C6-01
130 C7
131 C7 Astound
132 E5
133 E51
134 E51 camera-free
135 E52
136 E55
137 E6
138 E61i
139 E63
140 E65
141 E66
142 E7
143 E71
144 E72
145 E73 Mode
146 E75
147 E90
148 Lumia 710
149 Lumia 800
150 Mural
151 N76
152 N77
153 N78
154 N79
155 N8
156 N81
157 N81 8GB
158 N82
159 N85
160 N86 8MP
161 N9
162 N900
163 N93i
164 N95 8GB
165 N950
166 N96
167 N97
168 N97 mini
169 Oro
170 T7
171 X1-00
172 X1-01
173 X2
174 X2-01
175 X3
176 X3-02 Touch and Type
177 X5 TD-SCDMA
178 X5-01
179 X6
180 X6 16GB
181 X6 8GB
182 X7-00
Nokia 2011 Models
www.charterequityresearch.com
May 21, 2012
7%
32%
5%12%
10%
19%
9% 6%
Of the 182 different Nokia phone MODELS available in 2011….
9 bands
8 bands
7 bands
6 bands
4 bands
3 bands
(distribution by band/mode)
13%
30%
8%13%
18%
18%
Under
$6.00
Under
$5.00
Under
$4.00Under
$3.00
Under
$2.00
Under
$1.00
(distribution by RF content)
www.charterequityresearch.com
May 21, 2012
(total RF content by model)
Feature
Smart
2690, 2760, 5130
5230
0
250
500
750
1,000
1,250
Mean Median Mode
RF
Co
nte
nt
($ M
) .
Mean ~ $1.071B
Median ~ $0.744B
Mode ~ $0.768B
10%
15%
9%
48%5%
13%
Of the 417M phones Nokia SOLD in 2011….
( unit sales by content per phone)
Total 2011 Units (est) = 417M Total ~ $1.071B
Mode =$1.10Median =$2.35
Average =$2.76
Under
$2.00
Under
$5.00
Under $3.00
Under
$4.00
Under
$1.00
Under
$6.00
www.charterequityresearch.com
May 21, 2012
RF Content per Phone
0
50
100
150
200
250
$0 $2 $4 $6 $8 $10
Nokia GSM
Unit
Sal
es (
M)
0
50
100
150
200
250
$0 $2 $4 $6 $8 $10
Nokia WCDMA
Unit
Sal
es (
M)
0
50
100
150
200
250
$0 $2 $4 $6 $8 $10
Unit
Sal
es (
M)
www.charterequityresearch.com
May 21, 2012
Band/Modes per Phone 0
50
100
150
200
250
0 2 4 6 8 10 12
Nokia WCDMA
Un
it S
ales
(M
)
0
50
100
150
200
250
0 2 4 6 8 10 12
Nokia GSM
Un
it S
ales
(M
)
0
50
100
150
200
250
0 2 4 6 8 10 12
Unit
Sal
es (
M)
www.charterequityresearch.com
May 21, 2012
1 500
2 603
3 700
4 701
5 5230
6 C5
7 C5-03
8 C6
9 C6-01
10 C7
11 C7 Astound
12 E5
13 E52
14 E6
15 E63
16 E7
17 E72
18 Lumia 710
19 Lumia 800
20 N8
21 N9
22 OrO
23 X7-00
Nokia 2011 Smartphones
www.charterequityresearch.com
May 21, 2012
1 100
2 101
3 1200
4 1202
5 1208
6 1209
7 1280
8 1616
9 1650
10 1661
11 1662
12 1800
13 2630
14 2660
15 2690
16 2760
17 3555
18 5000
19 5070
20 5233
21 5250
22 6263
23 6267
24 6301
25 6350
26 6555
27 6788
28 7020
29 7230
30 1680 classic
31 2220 slide
32 2323 classic
33 2330 classic
34 2600 classic
35 2680 slide
36 2700 classic
37 2710 Navigation Edition
38 2720 fold
39 2730 classic
40 3109 classic
41 3110 classic
42 3110 Evolve
43 3120 classic
44 3208c
45 3500 classic
46 3600 slide
47 3610 fold
48 3710 fold
49 3720 classic
50 5030 XpressRadio
51 5130 XpressMusic
52 5132 XpressMusic
53 5220 XpressMusic
54 5235 Comes With Music
55 5310 XpressMusic
56 5320 XpressMusic
57 5330 Mobile TV Edition
58 5330 XpressMusic
59 5530 XpressMusic
60 5610 XpressMusic
61 5630 XpressMusic
62 5730 XpressMusic
63 5800 Navigation Edition
64 5800 XpressMusic
65 6110 Navigator
66 6120 classic
67 6121 classic
68 6124 classic
69 6208c
70 6210 Navigator
71 6212 classic
72 6220 classic
73 6260 slide
74 6300i
75 6303 classic
76 6303i classic
77 6500 classic
78 6500 slide
79 6600 fold
80 6600 slide
81 6600i slide
82 6650 fold
83 6700 classic
84 6700 slide
85 6710 Navigator
86 6720 classic
87 6730 classic
88 6760 slide
89 6790 Surge
90 702T
91 7070 Prism
92 7100 Supernova
93 7210 Supernova
94 7310 Supernova
95 7500 Prism
96 7510 Supernova
97 7610 Supernova
98 7900 Crystal Prism
99 7900 Prism
100 8600 Luna
101 8800 Arte
102 8800 Carbon Arte
103 8800 Gold Arte
104 8800 Sapphire Arte
105 Asha 300
106 Asha 303
107 C1-00
108 C1-01
109 C1-02
110 C2-00
111 C2-01
112 C2-02
113 C2-03
114 C2-05
115 C2-06
116 C3
117 C3-01 Gold Edition
118 C3-01 Touch and Type
119 C5 5MP
120 C5 TD-SCDMA
121 E51
122 E51 camera-free
123 E55
124 E61i
125 E65
126 E66
127 E71
128 E73 Mode
129 E75
130 E90
131 Mural
132 N76
133 N77
134 N78
135 N79
136 N81
137 N81 8GB
138 N82
139 N85
140 N86 8MP
141 N900
142 N93i
143 N95 8GB
144 N950
145 N96
146 N97
147 N97 mini
148 T7
149 X1-00
150 X1-01
151 X2
152 X2-01
153 X3
154 X3-02 Touch and Type
155 X5 TD-SCDMA
156 X5-01
157 X6
158 X6 16GB
159 X6 8GB
Nokia 2011 Feature Phones
www.charterequityresearch.com
May 21, 2012
Nokia Standout* Phones
1 C6-01
2 C7
3 N8
4 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 PhonesBands RF GSM UMTS CDMA LTE
Model Modes ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
1 100 2 0.55 � � �
2 101 2 0.55 � �
3 500 8 4.39 � � � � � � � �
4 603 8 4.39 � � � � � � � �
5 700 9 4.60 � � � � � � � � �
6 701 9 4.60 � � � � � � � � �
7 1200 4 1.10 � � � �
8 1202 4 1.10 � � � �
9 1208 4 1.10 � � � �
10 1209 4 1.10 � � � �
11 1280 2 0.55 � �
12 1616 4 1.10 � � � �
13 1650 2 0.55 � �
14 1661 4 1.10 � � � �
15 1662 2 0.55 � �
16 1800 2 0.55 � �
17 2630 4 1.10 � � � �
18 2660 2 0.55 � �
19 2690 4 1.10 � � � �
20 2760 4 1.10 � � � �
21 3555 8 5.35 � � � � � � � �
22 5000 4 1.10 � � � �
23 5070 4 1.10 � � � �
24 5230 8 5.10 � � � � � � � �
25 5233 4 1.10 � � � �
26 5250 4 1.10 � � � �
27 6263 6 3.30 � � � � � �
28 6267 6 3.05 � � � � � �
29 6301 3 0.89 � � �
30 6350 7 4.40 � � � � � � �
31 6555 7 4.40 � � � � � � �
32 6788 3 0.89 � � �
33 7020 4 1.10 � � � �
34 7230 8 5.10 � � � � � � � �
35 1680 classic 4 1.10 � � � �
36 2220 slide 4 1.10 � � � �
37 2323 classic 4 1.10 � � � �
38 2330 classic 4 1.10 � � � �
39 2600 classic 2 0.55 � �
40 2680 slide 4 1.10 � � � �
41 2700 classic 4 1.10 � � � �
42 2710 4 1.10 � � � �
43 2720 fold 4 1.10 � � � �
44 2730 classic 8 5.10 � � � � � � � �
45 3109 classic 3 0.89 � � �
46 3110 classic 3 0.89 � � �
47 3110 Evolve 3 0.89 � � �
48 3120 classic 7 4.40 � � � � � � �
49 3208c 3 0.89 � � �
50 3500 classic 4 1.10 � � � �
51 3600 slide 4 1.10 � � � �
52 3610 fold 4 1.10 � � � �
53 3710 fold 7 4.40 � � � � � � �
54 3720 classic 3 0.89 � � �
55 5030 Xpress 4 1.10 � � � �
56 5130 4 1.10 � � � �
57 5132 4 1.10 � � � �
58 5220 4 1.10 � � � �
59 5235 8 5.10 � � � � � � � �
60 5310 4 1.10 � � � �
61 5320 8 5.10 � � � � � � � �
62 5330 9 4.60 � � � � � � � � �
63 5330 9 4.60 � � � � � � � � �
64 5530 4 1.10 � � � �
65 5610 7 4.40 � � � � � � �
66 5630 5 2.35 � � � � �
67 5730 7 4.40 � � � � � � �
www.charterequityresearch.com
May 21, 2012
Nokia PhonesBands RF GSM UMTS CDMA LTE
Model Modes ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
68 5800 8 5.10 � � � � � � � �
69 5800 8 5.10 � � � � � � � �
70 6110 4 1.10 � � � �
71 6120 classic 6 3.05 � � � � � �
72 6121 classic 6 3.05 � � � � � �
73 6124 classic 6 3.05 � � � � � �
74 6208c 3 0.89 � � �
75 6210 8 5.10 � � � � � � � �
76 6212 classic 6 3.05 � � � � � �
77 6220 classic 6 3.05 � � � � � �
78 6260 slide 7 4.40 � � � � � � �
79 6300i 3 0.89 � � �
80 6303 classic 3 0.89 � � �
81 6303i classic 3 0.89 � � �
82 6500 classic 6 3.05 � � � � � �
83 6500 slide 6 3.05 � � � � � �
84 6600 fold 6 3.05 � � � � � �
85 6600 slide 6 3.05 � � � � � �
86 6600i slide 6 3.05 � � � � � �
87 6650 fold 6 3.05 � � � � � �
88 6700 classic 7 4.40 � � � � � � �
89 6700 slide 8 5.10 � � � � � � � �
90 6710 Navigator 5 2.35 � � � � �
91 6720 classic 8 5.10 � � � � � � � �
92 6730 classic 6 3.05 � � � � � �
93 6760 slide 6 3.05 � � � � � �
94 6790 Surge 6 3.15 � � � � � �
95 702T 4 1.10 � � � �
96 7070 Prism 4 1.10 � � � �
97 7100 Supernova 4 1.10 � � � �
98 7210 Supernova 3 0.89 � � �
99 7310 Supernova 4 1.10 � � � �
100 7500 Prism 4 1.10 � � � �
101 7510 Supernova 4 1.10 � � � �
102 7610 Supernova 4 1.10 � � � �
103 7900 6 3.05 � � � � � �
104 7900 Prism 6 3.05 � � � � � �
105 8600 Luna 4 1.10 � � � �
106 8800 4 2.14 � � � �
107 8800 Carbon 4 2.14 � � � �
108 8800 Gold 4 2.14 � � � �
109 8800 Sapphire 4 2.14 � � � �
110 Asha 300 8 5.10 � � � � � � � �
111 Asha 303 9 4.60 � � � � � � � � �
112 C1-00 2 0.55 � �
113 C1-01 4 1.10 � � � �
114 C1-02 4 1.10 � � � �
115 C2-00 2 0.55 � �
116 C2-01 8 5.10 � � � � � � � �
117 C2-02 4 1.10 � � � �
118 C2-03 4 1.10 � � � �
119 C2-05 4 1.10 � � � �
120 C2-06 4 1.10 � � � �
121 C3 4 1.10 � � � �
122 C3-01 Gold 8 5.10 � � � � � � � �
123 C3-01 8 5.10 � � � � � � � �
124 C5 6 3.05 � � � � � �
125 C5 5MP 7 3.75 � � � � � � �
126 C5 TD-SCDMA 4 1.10 � � � �
127 C5-03 7 4.40 � � � � � � �
128 C6 8 5.10 � � � � � � � �
129 C6-01 9 4.60 � � � � � � � � �
130 C7 9 4.60 � � � � � � � � �
131 C7 Astound 8 4.70 � � � � � � � �
132 E5 8 5.10 � � � � � � � �
133 E51 6 3.05 � � � � � �
134 E51 camera-free 6 3.05 � � � � � �
www.charterequityresearch.com
May 21, 2012
Nokia PhonesBands RF GSM UMTS CDMA LTE
Model Modes ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
135 E52 7 3.75 � � � � � � �
136 E55 8 5.10 � � � � � � � �
137 E6 9 4.60 � � � � � � � � �
138 E61i 5 2.35 � � � � �
139 E63 8 5.10 � � � � � � � �
140 E65 5 2.35 � � � � �
141 E66 8 5.10 � � � � � � � �
142 E7 9 4.60 � � � � � � � � �
143 E71 8 5.10 � � � � � � � �
144 E72 8 5.10 � � � � � � � �
145 E73 Mode 7 4.00 � � � � � � �
146 E75 8 5.10 � � � � � � � �
147 E90 5 2.35 � � � � �
148 Lumia 710 7 4.40 � � � � � � �
149 Lumia 800 8 5.10 � � � � � � � �
150 Mural 7 4.40 � � � � � � �
151 N76 5 2.35 � � � � �
152 N77 4 2.14 � � � �
153 N78 8 5.10 � � � � � � � �
154 N79 6 3.05 � � � � � �
155 N8 9 4.60 � � � � � � � � �
156 N81 5 2.35 � � � � �
157 N81 8GB 5 2.35 � � � � �
158 N82 5 2.35 � � � � �
159 N85 8 5.10 � � � � � � � �
160 N86 8MP 8 5.10 � � � � � � � �
161 N9 9 4.60 � � � � � � � � �
162 N900 7 4.00 � � � � � � �
163 N93i 4 2.14 � � � �
164 N95 8GB 7 4.40 � � � � � � �
165 N950 9 4.60 � � � � � � � � �
166 N96 8 5.10 � � � � � � � �
167 N97 8 5.10 � � � � � � � �
168 N97 mini 8 5.10 � � � � � � � �
169 Oro 9 4.60 � � � � � � � � �
170 T7 4 1.10 � � � �
171 X1-00 4 1.10 � � � �
172 X1-01 2 0.55 � �
173 X2 4 1.10 � � � �
174 X2-01 4 1.10 � � � �
175 X3 4 1.10 � � � �
176 X3-02 8 5.10 � � � � � � � �
177 X5 TD-SCDMA 4 1.10 � � � �
178 X5-01 8 5.10 � � � � � � � �
179 X6 7 4.40 � � � � � � �
180 X6 16GB 8 5.10 � � � � � � � �
181 X6 8GB 7 4.40 � � � � � � �
182 X7-00 9 4.60 � � � � � � � � �
.
2011 Phones Apple
May 21, 2012
www.charterequityresearch.co
m
Please see analyst certification and important disclosures at the end of this report.
Edward Snyder Managing Director
Ph: 415.931.9955 [email protected]
www.charterequityresearch.com
May 21, 2012
1 iPad 2 CDMA
2 iPad 2 Wi-Fi
3 iPad 2 Wi-Fi + 3G
4 iPhone 3GS
5 iPhone 4
6 iPhone 4 CDMA
7 iPhone 4S
Apple 2011 Models
www.charterequityresearch.com
May 21, 2012
30%
14%
14%
14%
14%14%
(distribution by RF content)
$0.55
$4.85
$5.10
$6.30
$8.00
$2.30
14%
43%
14%
29%
Of the 7 different Apple phone MODELS available in 2011….
2 bands
1 bands
(distribution by band/mode)
8 bands
10 bands
www.charterequityresearch.com
May 21, 2012
(total RF content by model)
iPhone 4, 4S
iPhone 3GS
iPhone CDMA
Tablets
$0M
$250M
$500M
$750M
Model
Total ~ $0.668B
29%
25%
23%
12%
5%
6%
Of the 133.6M devices Apple SOLD in 2011….
(unit sales by content per phone)
$0.55
$2.30
$4.85
$5.10$6.30
$8.00
www.charterequityresearch.com
May 21, 2012
RF Content per Phone
0
20
40
60
80
$0 $2 $4 $6 $8 $10
Un
it S
ales
(M
)
Apple CDMA
0
20
40
60
80
$0 $2 $4 $6 $8 $10
Un
it S
ales
(M
)
0
20
40
60
80
$0 $2 $4 $6 $8 $10
Apple WCDMA
Un
it S
ales
(M
)
www.charterequityresearch.com
May 21, 2012
Band/Modes per Phone
0
20
40
60
80
0 2 4 6 8 10 12
Apple CDMA
Un
it S
ales
(M
)
0
20
40
60
80
0 2 4 6 8 10 12
Unit
Sal
es (
M)
0
20
40
60
0 2 4 6 8 10 12
Apple WCDMA
Un
it S
ales
(M
)
www.charterequityresearch.com
May 21, 2012
RF Content Analysis Apple
www.charterequityresearch.com
May 21, 2012
Apple PhonesRF GSM UMTS CDMA LTE
Model Bands $ 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
1 iPad 2 CDMA 2 2.30 � �
2 iPad 2 Wi-Fi 1 0.55
3 iPad 2 Wi-Fi + 3G 8 5.10 � � � � � � � �
4 iPhone 3GS 8 4.85 � � � � � � �
5 iPhone 4 8 8.00 � � � � � � � �
6 iPhone 4 CDMA 2 2.30 � �
7 iPhone 4S 10 6.30 � � � � � � � � � �
`
2011 Phones LG Electronics
May 21, 2012
www.charterequityresearch.com
Please see analyst certification and important disclosures at the end of this report.
Edward Snyder Managing Director
Ph: 415.931.9955 [email protected]
www.charterequityresearch.com
May 21, 2012
1 8575 Samba
2 A100
3 A120
4 A130
5 A140
6 A155
7 A160
8 A165
9 A180
10 A190
11 A200
12 A230
13 A350
14 Apex
15 Axis
16 BL20 New Chocolate
17 BL40 New Chocolate
18 C105
19 C310
20 C320 InTouch Lady
21 C375 Cookie Tweet
22 C900 Optimus 7Q
23 C900 Optimus 7Q
24 CB630 Invision
25 CE110
26 CF360
27 CG180
28 Cookie 3G T320
29 Cookie Lite T300
30 Cookie Style T310
31 Cookie WiFi T310i
32 Cosmos 2
33 Cosmos Touch VN270
34 CP150
35 CT810 Incite
36 CU500V
37 CU515
38 CU720 Shine
39 CU915 Vu
40 DoublePlay
41 E900 Optimus 7
42 EGO T500
43 EGO Wi-Fi
44 Enlighten VS700
45 Esteem MS910
46 Extravert
47 Fathom VS750
48 Flick T320
49 GB102
50 GB106
51 GB109
52 GB110
53 GB125
54 GB130
55 GB160
56 GB170
57 GB190
58 GB210
59 GB220
60 GB230 Julia
61 GB250
62 GB270
63 GB280
64 GC900 Viewty Smart
65 GD310
66 GD330
67 GD350
68 GD510 Pop
69 GD550 Pure
70 GD580 Lollipop
71 GD710 Shine II
72 GD880 Mini
73 GD900 Crystal
74 GD910
75 GM200 Brio
76 GM210
77 GM310
78 GM360 Viewty Snap
79 GM650s
80 GM730 Eigen
81 GS106
82 GS107
83 GS155
84 GS190
85 GS200
86 GS290 Cookie Fresh
87 GS390 Prime
88 GS500 Cookie Plus
89 GT365 Neon
90 GT400 Viewty Smile
91 GT405
92 GT500 Puccini
93 GT505
94 GT540 Optimus
95 GT550 Encore
96 GT950 Arena
97 GU200
98 GU230 Dimsun
99 GU285
100 GU292
101 GW300
102 GW370 Rumour Plus
103 GW520
104 GW550
105 GW620
106 GW820 eXpo
107 GW880
108 GW910
109 GX200
110 GX300
111 GX500
112 HB620T
113 Jil Sander Mobile
114 KB770
115 KB775 Scarlet
116 KC550
117 KC560
118 KC780
119 KC910 Renoir
120 KC910i Renoir
121 KE500
122 KE770 Shine
123 KE850 Prada
124 KE970 Shine
125 KE990 Viewty
126 KF240
127 KF245
128 KF300
129 KF305
130 KF311
131 KF350
132 KF390
133 KF510
134 KF600
135 KF700
136 KF750 Secret
137 KF755 Secret
138 KF757 Secret
139 KF900 Prada
140 KG130
141 KG195
142 KG270
143 KG275
144 KG288
145 KG290
146 KG375
147 KH3900 Joypop
148 KH5200 Andro-1
149 KM330
150 KM338
151 KM380
152 KM386
153 KM500
154 KM555E
155 KM570 Cookie Gig
156 KM710
157 KM900 Arena
158 KP105
159 KP108
160 KP110
161 KP152
162 KP170
163 KP199
164 KP200
165 KP202
166 KP210
167 KP215
168 KP220
169 KP235
170 KP260
171 KP265
172 KP270
173 KP320
174 KP500 Cookie
175 KP501 Cookie
176 KP502 Cookie
177 KS10
178 KS20
179 KS360
180 KS365
181 KS500
182 KS660
183 KT520
184 KT610
185 KT770
186 KU2100
187 KU250
188 KU311
189 KU380
190 KU950
191 KU970 Shine
192 Marquee LS855
193 MG160
194 MG295
195 Nitro HD
196 Octane
197 Optimus 2 AS680
198 Optimus 2X
199 Optimus 2X SU660
200 Optimus 3D P920
201 Optimus 4G LTE
202 Optimus Big LU6800
203 Optimus Black (White version)
204 Optimus Black P970
205 Optimus Chat C550
206 Optimus Chic E720
207 Optimus EX SU880
208 Optimus Hub
209 Optimus M
210 Optimus Mach LU3000
LG Electronics 2011 Models 211 Optimus Me P350
212 Optimus Net
213 Optimus Net Dual
214 Optimus One P500
215 Optimus Pad
216 Optimus Pro C660
217 Optimus Q LU2300
218 Optimus Q2 LU8800
219 Optimus S
220 Optimus Slider
221 Optimus Sol E730
222 Optimus T
223 Optimus Z
224 P520
225 P525
226 Phoenix
227 Quantum
228 Revolution
229 S310
230 S365
231 Scarlet II TV
232 SU420 Cafe
233 SU920
234 T315
235 T505
236 T510
237 T515 Cookie Duo
238 Thrill 4G
239 Thrive
240 T-Mobile G2x
241 T-Mobile myTouch
242 T-Mobile myTouch Q
243 Town C300
244 Town GT350
245 Trax CU575
246 U370
247 U960
248 US760 Genesis
249 Vortex VS660
250 Vu Plus
251 Wink 3G T320
252 Wink Plus GT350i
253 Wink Style T310
254 X335
255 X350
256 Xenon GR500
www.charterequityresearch.com
May 21, 2012
1%
19%
29%
4%
19%
6%4%
17%
(distribution by band/mode)
Of the 256 different LGE phone models available in 2011….
2 bands
3 bands
4 bands
6 bands
5 bands
15%
21%
5%4% 1%
28%
26%
(distribution by RF content)
Under $1.00
Under $2.00
Under $3.00
Under $4.00
Under
$5.00
www.charterequityresearch.com
May 21, 2012
(total RF content by model)
FeatureFeature Feature
Smart Smart
Smart
$0M
$50M
$100M
$150M
$200M
Mean Median Mode
Median ~ $0.136B
3% 1%4%
30%
15%
26%
21%
Of the 88.4M devices LGE sold in 2011….
(unit sales by content per phone)
Under
$2.00
Under
$5.00
Under
$1.00
Under
$3.00
Under
$4.00
www.charterequityresearch.com
May 21, 2012
RF Content per Phone
0
10
20
30
$0 $2 $4 $6 $8 $10
Un
it S
ales
(M
)
LGE LTE
0
10
20
30
$0 $2 $4 $6 $8 $10
Un
it S
ales
(M
)
LGE CDMA
0
10
20
30
$0 $2 $4 $6 $8 $10
LGE WCDMA U
nit
Sal
es (
M)
0
10
20
30
$0 $2 $4 $6 $8 $10
LGE GSM
Un
it S
ales
(M
)
0
10
20
30
$0 $2 $4 $6 $8 $10
Un
it S
ales
(M
)
www.charterequityresearch.com
May 21, 2012
Band/Modes per Phone
0
10
20
30
0 2 4 6 8 10 12
LGE LTE
Un
it S
ales
(M
)
0
10
20
30
0 2 4 6 8 10 12
LGE CDMA
Un
it S
ales
(M
)
0
10
20
30
0 2 4 6 8 10 12
LGE WCDMA
Un
it S
ales
(M
)
0
10
20
30
0 2 4 6 8 10 12
LGE GSM
Un
it S
ales
(M
)
0
10
20
30
0 2 4 6 8 10 12
Un
it S
ales
(M
)
www.charterequityresearch.com
May 21, 2012
1 Apex
2 Axis
3 C900 Optimus 7Q
4 CT810 Incite
5 DoublePlay
6 E900 Optimus 7
7 Enlighten VS700
8 Esteem MS910
9 Fathom VS750
10 GM730 Eigen
11 GT540 Optimus
12 GW550
13 GW620
14 GW820 eXpo
15 GW880
16 GW910
17 Jil Sander Mobile
18 KH5200 Andro-1
19 KS10
20 KS20
21 KT610
22 KT770
23 KU2100
24 Marquee LS855
25 Nitro HD
26 Optimus 2 AS680
27 Optimus 2X
28 Optimus 2X SU660
29 Optimus 3D P920
30 Optimus 4G LTE
31 Optimus Big LU6800
32 Optimus Black (White version)
33 Optimus Black P970
34 Optimus Chat C550
35 Optimus Chic E720
36 Optimus EX SU880
37 Optimus Hub
38 Optimus M
39 Optimus Mach LU3000
40 Optimus Me P350
41 Optimus Net
42 Optimus Net Dual
43 Optimus One P500
44 Optimus Pad
45 Optimus Pro C660
46 Optimus Q LU2300
47 Optimus Q2 LU8800
48 Optimus S
49 Optimus Slider
50 Optimus Sol E730
51 Optimus T
52 Optimus Z
53 Phoenix
54 Quantum
55 Revolution
56 Thrill 4G
57 Thrive
58 T-Mobile G2x
59 T-Mobile myTouch
60 T-Mobile myTouch Q
61 US760 Genesis
62 Vortex VS660
LG Electronics 2011 Smart Phones
www.charterequityresearch.com
May 21, 2012
1 8575 Samba
2 A100
3 A120
4 A130
5 A140
6 A155
7 A160
8 A165
9 A180
10 A190
11 A200
12 A230
13 A350
14 BL20 New Chocolate
15 BL40 New Chocolate
16 C105
17 C310
18 C320 InTouch Lady
19 C375 Cookie Tweet
20 C900 Optimus 7Q
21 CB630 Invision
22 CE110
23 CF360
24 CG180
25 Cookie 3G T320
26 Cookie Lite T300
27 Cookie Style T310
28 Cookie WiFi T310i
29 Cosmos 2
30 Cosmos Touch VN270
31 CP150
32 CT810 Incite
33 CU500V
34 CU515
35 CU720 Shine
36 CU915 Vu
37 EGO T500
38 EGO Wi-Fi
39 Extravert
40 Flick T320
41 GB102
42 GB106
43 GB109
44 GB110
45 GB125
46 GB130
47 GB160
48 GB170
49 GB190
50 GB210
51 GB220
52 GB230 Julia
53 GB250
54 GB270
55 GB280
56 GC900 Viewty Smart
57 GD310
58 GD330
59 GD350
60 GD510 Pop
61 GD550 Pure
62 GD580 Lollipop
63 GD710 Shine II
64 GD880 Mini
65 GD900 Crystal
66 GD910
67 GM200 Brio
68 GM210
69 GM310
70 GM360 Viewty Snap
71 GM650s
72 GS106
73 GS107
74 GS155
75 GS190
76 GS200
77 GS290 Cookie Fresh
78 GS390 Prime
79 GS500 Cookie Plus
80 GT365 Neon
81 GT400 Viewty Smile
82 GT405
83 GT500 Puccini
84 GT505
85 GT550 Encore
86 GT950 Arena
87 GU200
88 GU230 Dimsun
89 GU285
90 GU292
91 GW300
92 GW370 Rumour Plus
93 GW520
94 GX200
95 GX300
96 GX500
97 HB620T
98 KB770
99 KB775 Scarlet
100 KC550
101 KC560
102 KC780
103 KC910 Renoir
104 KC910i Renoir
105 KE500
106 KE770 Shine
107 KE850 Prada
108 KE970 Shine
109 KE990 Viewty
110 KF240
111 KF245
112 KF300
113 KF305
114 KF311
115 KF350
116 KF390
117 KF510
118 KF600
119 KF700
120 KF750 Secret
121 KF755 Secret
122 KF757 Secret
123 KF900 Prada
124 KG130
125 KG195
126 KG270
127 KG275
128 KG288
129 KG290
130 KG375
131 KH3900 Joypop
132 KM330
133 KM338
134 KM380
135 KM386
136 KM500
137 KM555E
138 KM570 Cookie Gig
139 KM710
140 KM900 Arena
141 KP105
142 KP108
143 KP110
144 KP152
145 KP170
146 KP199
147 KP200
148 KP202
149 KP210
150 KP215
151 KP220
152 KP235
153 KP260
154 KP265
155 KP270
156 KP320
157 KP500 Cookie
158 KP501 Cookie
159 KP502 Cookie
160 KS360
161 KS365
162 KS500
163 KS660
164 KT520
165 KU250
166 KU311
167 KU380
168 KU950
169 KU970 Shine
170 MG160
171 MG295
172 Nitro HD
173 Octane
174 P520
175 P525
176 S310
177 S365
178 Scarlet II TV
179 SU420 Cafe
180 SU920
181 T315
182 T505
183 T510
184 T515 Cookie Duo
185 Town C300
186 Town GT350
187 Trax CU575
188 U370
189 U960
190 Vu Plus
191 Wink 3G T320
192 Wink Plus GT350i
193 Wink Style T310
194 X335
195 X350
196 Xenon GR500
LG Electronics 2011 Feature Phones
www.charterequityresearch.com
May 21, 2012
1 Optimus 4G LTE
2 Optimus 3D
3 Optimus One
4 Revolution
2011 LG Electronics Standout* Phones
*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 RF GSM UMTS CDMA LTE
Model Bands ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
1 8575 Samba 2 2.30 � �
2 A100 2 0.68 � �
3 A120 2 0.68 � �
4 A130 5 2.35 � � � � �
5 A140 2 0.68 � �
6 A155 4 1.10 � � � �
7 A160 2 0.68 � �
8 A165 4 1.10 � � � �
9 A180 4 1.10 � � � �
10 A190 2 0.68 � �
11 A200 4 1.10 � � � �
12 A230 4 1.10 � � � �
13 A350 6 3.05 � � � � � �
14 Apex 2 2.30 � �
15 Axis 2 2.30 � �
16 BL20 New Chocolate 6 3.05 � � � � � �
17 BL40 New Chocolate 6 3.05 � � � � � �
18 C105 4 1.10 � � � �
19 C310 4 1.10 � � � �
20 C320 InTouch Lady 5 2.35 � � � � �
21 C375 Cookie Tweet 4 1.10 � � � �
22 C900 Optimus 7Q 8 5.10 � � � � � � � �
23 C900 Optimus 7Q 8 5.10 � � � � � � � �
24 CB630 Invision 6 3.15 � � � � � �
25 CE110 2 0.43 � �
26 CF360 6 3.15 � � � � � �
27 CG180 2 0.43 � �
28 Cookie 3G T320 6 3.05 � � � � � �
29 Cookie Lite T300 4 1.10 � � � �
30 Cookie Style T310 4 1.10 � � � �
31 Cookie WiFi T310i 4 1.10 � � � �
32 Cosmos 2 2 1.65 � �
33 Cosmos Touch VN270 2 2.30 � �
34 CP150 3 0.64 � � �
35 CT810 Incite 7 4.40 � � � � � � �
36 CU500V 5 1.80 � � � � �
37 CU515 6 3.15 � � � � � �
38 CU720 Shine 6 3.15 � � � � � �
39 CU915 Vu 6 3.15 � � � � � �
40 DoublePlay 5 2.84 � � � � �
41 E900 Optimus 7 8 5.10 � � � � � � � �
42 EGO T500 4 1.10 � � � �
43 EGO Wi-Fi 7 4.40 � � � � � � �
44 Enlighten VS700 2 1.65 � �
45 Esteem MS910 2 2.00 � �
46 Extravert 2 1.65 � �
47 Fathom VS750 10 7.40 � � � � � � � � � �
48 Flick T320 6 3.15 � � � � � �
49 GB102 2 0.68 � �
50 GB106 2 0.68 � �
51 GB109 3 0.89 � � �
52 GB110 2 0.68 � �
53 GB125 2 0.68 � �
54 GB130 2 0.68 � �
55 GB160 4 1.10 � � � �
56 GB170 2 0.68 � �
57 GB190 3 0.89 � � �
58 GB210 2 0.68 � �
59 GB220 3 0.89 � � �
60 GB230 Julia 4 1.10 � � � �
61 GB250 4 2.14 � � � �
62 GB270 3 0.89 � � �
63 GB280 4 1.10 � � � �
64 GC900 Viewty Smart 6 3.05 � � � � � �
65 GD310 4 1.10 � � � �
66 GD330 4 1.10 � � � �
67 GD350 4 1.10 � � � �
68 GD510 Pop 4 1.10 � � � �
69 GD550 Pure 5 2.35 � � � � �
70 GD580 Lollipop 4 2.14 � � � �
www.charterequityresearch.com
May 21, 2012
LGE Phones RF GSM UMTS CDMA LTE
Model Bands ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
71 GD710 Shine II 6 3.15 � � � � � �
72 GD880 Mini 6 3.05 � � � � � �
73 GD900 Crystal 7 3.75 � � � � � � �
74 GD910 5 2.35 � � � � �
75 GM200 Brio 3 0.89 � � �
76 GM210 4 1.10 � � � �
77 GM310 6 3.05 � � � � � �
78 GM360 Viewty Snap 4 1.10 � � � �
79 GM650s 4 2.14 � � � �
80 GM730 Eigen 7 4.89 � � � � � � �
81 GS106 2 0.68 � �
82 GS107 2 0.68 � �
83 GS155 4 1.10 � � � �
84 GS190 3 0.89 � � �
85 GS200 3 0.89 � � �
86 GS290 Cookie Fresh 4 1.10 � � � �
87 GS390 Prime 3 0.64 � � �
88 GS500 Cookie Plus 6 3.30 � � � � � �
89 GT365 Neon 3 0.64 � � �
90 GT400 Viewty Smile 6 3.70 � � � � � �
91 GT405 5 2.35 � � � � �
92 GT500 Puccini 6 3.70 � � � � � �
93 GT505 6 3.70 � � � � � �
94 GT540 Optimus 7 3.75 � � � � � � �
95 GT550 Encore 6 3.70 � � � � � �
96 GT950 Arena 6 3.15 � � � � � �
97 GU200 2 0.68 � �
98 GU230 Dimsun 4 1.10 � � � �
99 GU285 6 3.05 � � � � � �
100 GU292 6 3.15 � � � � � �
101 GW300 4 1.10 � � � �
102 GW370 Rumour Plus 6 3.15 � � � � � �
103 GW520 6 3.05 � � � � � �
104 GW550 7 4.40 � � � � � � �
105 GW620 8 5.10 � � � � � � � �
106 GW820 eXpo 7 4.40 � � � � � � �
107 GW880 3 0.89 � � �
108 GW910 6 3.05 � � � � � �
109 GX200 4 1.10 � � � �
110 GX300 4 1.10 � � � �
111 GX500 4 1.10 � � � �
112 HB620T 4 2.14 � � � �
113 Jil Sander Mobile 7 4.40 � � � � � � �
114 KB770 4 2.14 � � � �
115 KB775 Scarlet 6 3.05 � � � � � �
116 KC550 3 0.89 � � �
117 KC560 3 0.89 � � �
118 KC780 3 0.89 � � �
119 KC910 Renoir 8 5.10 � � � � � � � �
120 KC910i Renoir 5 2.84 � � � � �
121 KE500 3 0.89 � � �
122 KE770 Shine 3 0.89 � � �
123 KE850 Prada 3 0.89 � � �
124 KE970 Shine 3 0.89 � � �
125 KE990 Viewty 4 1.10 � � � �
126 KF240 3 0.89 � � �
127 KF245 3 0.89 � � �
128 KF300 4 1.10 � � � �
129 KF305 3 0.89 � � �
130 KF311 4 1.89 � � � �
131 KF350 3 0.89 � � �
132 KF390 6 3.05 � � � � � �
133 KF510 3 0.89 � � �
134 KF600 3 0.89 � � �
135 KF700 6 3.05 � � � � � �
136 KF750 Secret 4 2.14 � � � �
137 KF755 Secret 3 0.89 � � �
138 KF757 Secret 4 2.14 � � � �
139 KF900 Prada 6 3.05 � � � � � �
140 KG130 2 0.68 � �
www.charterequityresearch.com
May 21, 2012
LGE Phones RF GSM UMTS CDMA LTE
Model Bands ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
141 KG195 3 0.89 � � �
142 KG270 2 0.68 � �
143 KG275 2 0.68 � �
144 KG288 3 0.89 � � �
145 KG290 3 0.89 � � �
146 KG375 2 0.68 � �
147 KH3900 Joypop 4 1.10 � � � �
148 KH5200 Andro-1 4 1.10 � � � �
149 KM330 3 0.89 � � �
150 KM338 3 0.89 � � �
151 KM380 3 0.89 � � �
152 KM386 3 0.89 � � �
153 KM500 4 1.10 � � � �
154 KM555E 6 3.15 � � � � � �
155 KM570 Cookie Gig 6 3.05 � � � � � �
156 KM710 3 0.89 � � �
157 KM900 Arena 5 2.35 � � � � �
158 KP105 2 0.68 � �
159 KP108 2 0.68 � �
160 KP110 2 0.68 � �
161 KP152 3 0.64 � � �
162 KP170 2 0.68 � �
163 KP199 3 0.89 � � �
164 KP200 3 0.89 � � �
165 KP202 3 0.89 � � �
166 KP210 2 0.43 � �
167 KP215 2 0.68 � �
168 KP220 3 0.89 � � �
169 KP235 2 0.68 � �
170 KP260 3 0.89 � � �
171 KP265 3 0.89 � � �
172 KP270 4 2.14 � � � �
173 KP320 3 0.89 � � �
174 KP500 Cookie 4 1.10 � � � �
175 KP501 Cookie 4 1.10 � � � �
176 KP502 Cookie 4 1.10 � � � �
177 KS10 4 2.14 � � � �
178 KS20 4 2.14 � � � �
179 KS360 4 1.10 � � � �
180 KS365 3 0.89 � � �
181 KS500 5 2.84 � � � � �
182 KS660 3 0.89 � � �
183 KT520 4 2.14 � � � �
184 KT610 4 2.14 � � � �
185 KT770 7 3.75 � � � � � � �
186 KU2100 6 3.05 � � � � � �
187 KU250 4 2.14 � � � �
188 KU311 4 2.14 � � � �
189 KU380 4 2.14 � � � �
190 KU950 4 2.14 � � � �
191 KU970 Shine 4 2.14 � � � �
192 Marquee LS855 2 1.65 � �
193 MG160 4 1.10 � � � �
194 MG295 3 0.64 � � �
195 Nitro HD 8 5.10 � � � � � � � �
196 Octane 2 2.30 � �
197 Optimus 2 AS680 2 2.30 � �
198 Optimus 2X 8 5.35 � � � � � � � �
199 Optimus 2X SU660 4 1.10 � � � �
200 Optimus 3D P920 9 6.05 � � � � � � � � �
201 Optimus 4G LTE 9 6.10 � � � � � � � � �
202 Optimus Big LU6800 4 1.10 � � � �
203 Optimus Black (White) 7 4.40 � � � � � � �
204 Optimus Black P970 8 5.35 � � � � � � � �
205 Optimus Chat C550 7 4.00 � � � � � � �
206 Optimus Chic E720 6 3.05 � � � � � �
207 Optimus EX SU880 3 3.55 � � �
208 Optimus Hub 6 3.05 � � � � � �
209 Optimus M 2 2.30 � �
www.charterequityresearch.com
May 21, 2012
LGE Phones RF GSM UMTS CDMA LTE
Model Bands ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
210 Optimus Mach LU3000 4 1.10 � � � �
211 Optimus Me P350 8 5.10 � � � � � � � �
212 Optimus Net 6 3.05 � � � � � �
213 Optimus Net Dual 6 3.05 � � � � � �
214 Optimus One P500 6 3.05 � � � � � �
215 Optimus Pad 6 3.05 � � � � � �
216 Optimus Pro C660 6 3.05 � � � � � �
217 Optimus Q LU2300 1 1.25 �
218 Optimus Q2 LU8800 1 1.25 �
219 Optimus S 2 1.65 � �
220 Optimus Slider 2 1.65 � �
221 Optimus Sol E730 6 3.05 � � � � � �
222 Optimus T 6 3.30 � � � � � �
223 Optimus Z 5 2.35 � � � � �
224 P520 4 1.10 � � � �
225 P525 3 0.89 � � �
226 Phoenix 7 4.40 � � � � � � �
227 Quantum 7 4.40 � � � � � � �
228 Revolution 3 3.00 � � �
229 S310 4 1.10 � � � �
230 S365 3 0.89 � � �
231 Scarlet II TV 4 1.10 � � � �
232 SU420 Cafe 4 1.10 � � � �
233 SU920 4 1.10 � � � �
234 T315 4 1.10 � � � �
235 T505 4 1.10 � � � �
236 T510 4 1.10 � � � �
237 T515 Cookie Duo 4 1.10 � � � �
238 Thrill 4G 7 4.40 � � � � � � �
239 Thrive 7 4.40 � � � � � � �
240 T-Mobile G2x 6 3.30 � � � � � �
241 T-Mobile myTouch 6 3.30 � � � � � �
242 T-Mobile myTouch Q 6 3.30 � � � � � �
243 Town C300 4 1.10 � � � �
244 Town GT350 4 1.10 � � � �
245 Trax CU575 6 3.15 � � � � � �
246 U370 4 2.14 � � � �
247 U960 4 2.14 � � � �
248 US760 Genesis 2 1.65 � �
249 Vortex VS660 2 2.30 � �
250 Vu Plus 6 3.15 � � � � � �
251 Wink 3G T320 6 3.05 � � � � � �
252 Wink Plus GT350i 4 1.10 � � � �
253 Wink Style T310 4 1.10 � � � �
254 X335 4 1.10 � � � �
255 X350 4 1.10 � � � �
256 Xenon GR500 6 3.15 � � � � � �
www.charterequityresearch.com
May 21, 2012
May 21, 2012
www.charterequityresearch.co
m
Please see analyst certification and important disclosures at the end of this report.
Edward Snyder Managing Director
Ph: 415.931.9955 [email protected]
2011 Phones HTC
www.charterequityresearch.com
May 21, 2012
1 7 Mozart
2 7 Pro
3 7 Surround
4 7 Trophy
5 Advantage X7500
6 Advantage X7510
7 Amaze 4G
8 Aria
9 Arrive
10 ChaCha
11 Desire
12 Desire HD
13 Desire S
14 Desire Z
15 Dream
16 DROID ERIS
17 Droid Incredible
18 DROID Incredible 2
19 EVO 3D
20 EVO 3D CDMA
21 Evo 4G
22 EVO Design 4G
23 EVO Shift 4G
24 EVO View 4G
25 Explorer
26 Flyer
27 Flyer Wi-Fi
28 Freestyle
29 Google Nexus One
30 Gratia
31 HD mini
32 HD2
33 HD7
34 HD7S
35 Hero
36 Hero CDMA
37 Hero S
38 Incredible S
39 Inspire 4G
40 Jetstream
41 Legend
42 Magic
43 MAX 4G
44 Merge
45 Ozone
46 P3350
47 P3400
48 P3470
49 P3600i
50 P6300
51 P6500
52 Panache
53 Pure
54 Radar
55 Raider 4G
56 Rezound
57 Rhyme
58 Rhyme CDMA
59 S710
60 S740
61 Salsa
62 Sensation
63 Sensation 4G
64 Sensation XE
65 Sensation XL
66 Shift
67 Smart
68 Snap
69 Status
70 Tattoo
71 ThunderBolt 4G
72 Tilt2
73 Titan
74 Touch
75 Touch 3G
76 Touch Cruise
77 Touch Cruise 09
78 Touch Diamond
79 Touch Diamond2
80 Touch Diamond2 CDMA
81 Touch HD
82 Touch HD T8285
83 Touch Pro
84 Touch Pro2
85 Touch Pro2 CDMA
86 Touch Viva
87 Touch2
88 Trophy
89 TyTN II
90 Vivid
91 Wildfire
92 Wildfire CDMA
93 Wildfire S
HTC 2011 Models
www.charterequityresearch.com
May 21, 2012
5%
7%
7%
23%
28%
1%2%1% 11%
15%
(distribution by band/mode)
Of the 93 different HTC phone MODELS available in 2011….
2 bands
4 bands
6 bands
7 bands
5 bands
8 bands
12%
28%27%
18%
1%2%1%
10%
(distribution by RF content)
Under
$2.00
Under
$3.00
Under
$4.00
Under
$5.00
Under
$6.00
www.charterequityresearch.com
May 21, 2012
(total RF content by model)
ThunderBolt
Smart
Sensation
Evo 4G,
Droid Incredible
$0M
$25M
$50M
$75M
$100M
$125M
$150M
Mean Median Mode
Mean ~ $0.142B
Median ~ $0.139B
Mode ~ $0.147B
1%
81%
11%
2%3%2%
Under $3.00
Under $4.00
Of the 48M devices HTC SOLD in 2011…
(distribution by RF content)
www.charterequityresearch.com
May 21, 2012
RF Content per Phone
0
10
20
30
40
$0 $2 $4 $6 $8 $10
Un
it S
ales
(M
)
HTC CDMA
0
10
20
30
40
$0 $2 $4 $6 $8 $10
Un
it S
ales
(M
)
HTC LTE
0
10
20
30
40
$0 $2 $4 $6 $8 $10
HTC WCDMA
Un
it S
ales
(M
)
0
10
20
30
40
$0 $2 $4 $6 $8 $10
HTC GSM
Un
it S
ales
(M
)
0
10
20
30
40
$0 $2 $4 $6 $8 $10
Unit
Sal
es (
M)
www.charterequityresearch.com
May 21, 2012
Band/Modes per Phone
0
10
20
30
40
0 2 4 6 8 10 12
HTC CDMA
Un
it S
ales
(M
)
0
10
20
30
40
0 2 4 6 8 10 12
Bands/Modes per Phone
Un
it S
ales
(M
)
0
10
20
30
40
0 2 4 6 8 10 12
HTC LTE
Un
it S
ales
(M
)
0
10
20
30
40
0 2 4 6 8 10 12
HTC WCDMA
Un
it S
ales
(M
)
0
10
20
30
40
0 2 4 6 8 10 12
HTC GSM
Un
it S
ales
(M
)
www.charterequityresearch.com
May 21, 2012
1 Evo 4G
2 Sensation
3 Thunderbolt
4 Droid Incredible
HTC Standout* Phones
*Uniquely successful models for which the company provided unit sales data.
www.charterequityresearch.com
May 21, 2012
www.charterequityresearch.com
May 21, 2012
RF Content Analysis HTC
www.charterequityresearch.com
May 21, 2012
HTC Phones RF GSM UMTS CDMA LTE
Model Bands ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
1 7 Mozart 6 3.76 � � � � � �
2 7 Pro 7 5.11 � � � � � � �
3 7 Surround 6 4.41 � � � � � �
4 7 Trophy 5 3.06 � � � � �
5 Advantage X7500 7 4.70 � � � � � � �
6 Advantage X7510 7 4.70 � � � � � � �
7 Amaze 4G 8 5.65 � � � � � � � �
8 Aria 8 5.40 � � � � � � � �
9 Arrive 2 2.30 � �
10 ChaCha 6 3.35 � � � � � �
11 Desire 8 5.40 � � � � � � � �
12 Desire HD 8 5.40 � � � � � � � �
13 Desire S 6 3.35 � � � � � �
14 Desire Z 8 5.40 � � � � � � � �
15 Dream 6 3.60 � � � � � �
16 DROID ERIS 2 2.30 � �
17 Droid Incredible 2 2.30 � �
18 DROID Incredible 2 7 5.36 � � � � � � �
19 EVO 3D 7 4.30 � � � � � � �
20 EVO 3D CDMA 2 2.30 � �
21 Evo 4G 2 2.30 � �
22 EVO Design 4G 7 4.95 � � � � � � �
23 EVO Shift 4G 2 2.30 � �
24 EVO View 4G 2 2.30 � �
25 Explorer 6 3.35 � � � � � �
26 Flyer 7 4.30 � � � � � � �
27 Flyer Wi-Fi 0
28 Freestyle 6 3.45 � � � � � �
29 Google Nexus One 9 6.35 � � � � � � � � �
30 Gratia 6 3.35 � � � � � �
31 HD mini 6 3.35 � � � � � �
32 HD2 7 4.05 � � � � � � �
33 HD7 8 5.40 � � � � � � � �
34 HD7S 6 3.45 � � � � � �
35 Hero 6 3.35 � � � � � �
36 Hero CDMA 2 2.30 � �
37 Hero S 6 3.70 � � � � � �
38 Incredible S 8 5.40 � � � � � � � �
39 Inspire 4G 6 3.45 � � � � � �
40 Jetstream 8 5.40 � � � � � � � �
41 Legend 8 5.40 � � � � � � � �
42 Magic 7 4.30 � � � � � � �
43 MAX 4G 3 1.11 � � �
44 Merge 7 4.95 � � � � � � �
45 Ozone 4 1.40 � � � �
46 P3350 4 1.40 � � � �
47 P3400 4 1.40 � � � �
48 P3470 4 1.40 � � � �
49 P3600i 7 4.70 � � � � � � �
50 P6300 3 1.11 � � �
51 P6500 7 4.70 � � � � � � �
52 Panache 6 3.60 � � � � � �
53 Pure 6 3.45 � � � � � �
54 Radar 7 4.30 � � � � � � �
55 Raider 4G 12 9.40 � � � � � � � � � � � �
56 Rezound 3 3.00 � � �
57 Rhyme 7 4.05 � � � � � � �
58 Rhyme CDMA 2 2.30 � �
59 S710 4 1.40 � � � �
60 S740 8 5.40 � � � � � � � �
61 Salsa 7 4.05 � � � � � � �
62 Sensation 7 4.30 � � � � � � �
63 Sensation 4G 9 6.35 � � � � � � � � �
64 Sensation XE 7 4.30 � � � � � � �
www.charterequityresearch.com
May 21, 2012
HTC Phones RF GSM UMTS CDMA LTE
Model Bands ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
65 Sensation XL 7 4.05 � � � � � � �
66 Shift 7 4.70 � � � � � � �
67 Smart 5 2.65 � � � � �
68 Snap 8 5.40 � � � � � � � �
69 Status 6 3.45 � � � � � �
70 Tattoo 6 3.35 � � � � � �
71 ThunderBolt 4G 3 3.00 � � �
72 Tilt2 6 4.41 � � � � � �
73 Titan 7 4.05 � � � � � � �
74 Touch 3 1.11 � � �
75 Touch 3G 6 3.35 � � � � � �
76 Touch Cruise 7 4.70 � � � � � � �
77 Touch Cruise 09 5 3.06 � � � � �
78 Touch Diamond 8 5.40 � � � � � � � �
79 Touch Diamond2 5 3.06 � � � � �
80 Touch Diamond2 CDMA 7 4.95 � � � � � � �
81 Touch HD 6 3.35 � � � � � �
82 Touch HD T8285 5 3.06 � � � � �
83 Touch Pro 8 5.40 � � � � � � � �
84 Touch Pro2 7 5.11 � � � � � � �
85 Touch Pro2 CDMA 7 4.95 � � � � � � �
86 Touch Viva 4 1.40 � � � �
87 Touch2 5 3.06 � � � � �
88 Trophy 7 4.95 � � � � � � �
89 TyTN II 7 4.70 � � � � � � �
90 Vivid 10 7.10 � � � � � � � � � �
91 Wildfire 6 3.35 � � � � � �
92 Wildfire CDMA 2 2.30 � �
93 Wildfire S 8 5.40 � � � � � � � �
www.charterequityresearch.com
May 21, 2012
2011 Phones Motorola
May 21, 2012
www.charterequityresearch.co
m
Please see analyst certification and important disclosures at the end of this report.
Edward Snyder Managing Director
Ph: 415.931.9955 [email protected]
www.charterequityresearch.com
May 21, 2012
1 A1210
2 A1260
3 A1600
4 A1680
5 A1800
6 A1890
7 A3000
8 A3100
9 A810
10 Admiral XT603
11 ATRIX
12 ATRIX 2
13 ATRIX 4G
14 Aura
15 BACKFLIP
16 BRAVO MB520
17 CHARM
18 CITRUS WX445
19 Cliq 2
20 COCKTAIL VE70
21 CUPE
22 DEFY
23 DEFY+
24 DEXT MB220
25 DROID 2
26 DROID 2 Global
27 DROID 3
28 DROID BIONIC
29 DROID PRO XT610
30 DROID RAZR XT912
31 DROID X
32 DROID X ME811
33 DROID X2
34 DROID XYBOARD 10.1 MZ617
35 DROID XYBOARD 8.2 MZ609
36 E11
37 EM25
38 EM28
39 EM30
40 EM35
41 ES400
42 EX112
43 EX115
44 EX119
45 EX122
46 EX128
47 EX201
48 EX210
49 EX212
50 EX232
51 EX300
52 FIRE XT
53 FIRE XT311
54 FlipOut
55 FLIPSIDE MB508
56 GLEAM
57 Grasp WX404
58 Karma QA1
59 KRZR K3
60 L800t
61 MC55
62 ME632
63 MILESTONE
64 MILESTONE 2
65 MILESTONE 2 ME722
66 MILESTONE 3 XT860
67 MILESTONE XT720
68 Milestone XT883
69 MOTO ME525
70 MOTO MT620
71 MOTO MT716
72 MOTO MT870
73 MOTO XT316
74 MOTO XT702
75 MOTO XT882
76 MOTOACTV W450
77 Motocubo A45
78 MOTOKEY Mini EX108
79 MOTOKEY Mini EX109
80 Motokey Social
81 MOTOKEY XT EX118
82 MOTOTV EX245
83 MT710 ZHILING
84 MT810lx
85 MT917
86 PEBL U3
87 PEBL VU20
88 Photon 4G MB855
89 PRO
90 PRO+
91 Q 11
92 Q 9h
93 QUENCH
94 Quench XT3 XT502
95 Quench XT5 XT502
96 Rambler
97 RAZR XT910
98 RAZR2 V8
99 RAZR2 V9
100 RAZR2 V9x
101 RIZR Z10
102 RIZR Z8
103 ROKR E8
104 ROKR W5
105 ROKR W6
106 ROKR Z6
107 ROKR ZN50
108 SLVR L9
109 SPICE Key
110 SPICE Key XT317
111 SPICE XT300
112 Triumph
113 Tundra VA76r
114 U9
115 V1100
116 VE538
117 VE66
118 VE75
119 W161
120 W177
121 W180
122 W181
123 W205
124 W209
125 W213
126 W215
127 W218
128 W230
129 W231
130 W233 Renew
131 W270
132 W360
133 W380
134 W388
135 W395
136 W396
137 W490
138 W510
139 W7 Active Edition
140 WILDER
141 WX160
142 WX161
143 WX180
144 WX181
145 WX260
146 WX265
147 WX280
148 WX288
149 WX290
150 WX294
151 WX295
152 WX306
153 WX390
154 WX395
155 XOOM 2
156 XOOM 2 Media Edition
157 XOOM MZ600
158 XOOM MZ601
159 XOOM MZ604
160 XPRT
161 XT301
162 XT532
163 XT701
164 XT720 MOTOROI
165 XT800 ZHISHANG
166 XT806
167 XT810
168 XT928
169 Z6c
170 Z6w
171 Z9
172 ZN200
173 ZN300
174 ZN5
Motorola 2011 Models
www.charterequityresearch.com
May 21, 2012
8%
35%
5%
11%
13%
5%
1%
15%
2%5%
(distribution by band/mode)
Of the 174 different Motorola phone MODELS available in 2011….
2 bands
3 bands
4 bands
6 bands
7 bands
12%
13%
13%
5%2%
3% 2%11%
39%
(distribution by RF content)
Under
$1.00
Under
$2.00
Under
$3.00
Under
$4.00
Under
$5.00
www.charterequityresearch.com
May 21, 2012
(total RF content by model)
Smart
Feature
$0M
$20M
$40M
$60M
$80M
$100M
$120M
Mean Median Mode
Median ~ $0.096B
Mean ~ $0.104B
Mode ~ $0.059B
4%1%2% 1%
12%
13%
11%
44%
12%
Of the 42M devices Motorola SOLD in 2011….
(unit sales by content per phone)
Under
$2.00
Under
$5.00
Under
$4.00
Under
$1.00
Under
$3.00
www.charterequityresearch.com
May 21, 2012
RF Content per Phone
0
5
10
15
20
$0 $2 $4 $6 $8 $10
Un
it S
ales
(M
)
Motorola CDMA
0
5
10
15
20
$0 $2 $4 $6 $8 $10
Motorola WCDMA
Un
it S
ales
(M
)
0
5
10
15
20
$0 $2 $4 $6 $8 $10
Un
it S
ales
(M
)
Motorola LTE
0
5
10
15
20
$0 $2 $4 $6 $8 $10
Motorola GSM
Un
it S
ales
(M
)
0
5
10
15
20
$0 $2 $4 $6 $8 $10
Unit
Sal
es (
M)
www.charterequityresearch.com
May 21, 2012
Band/Modes per Phone
0
5
10
15
20
0 2 4 6 8 10 12
Motorola CDMA
Un
it S
ales
(M
)
0
5
10
15
20
0 2 4 6 8 10 12
Motorola WCDMAU
nit
Sal
es (
M)
0
5
10
15
20
0 2 4 6 8 10 12
Motorola LTE
Un
it S
ales
(M
)
0
5
10
15
20
0 2 4 6 8 10 12
Motorola GSM
Un
it S
ales
(M
)
0
5
10
15
20
0 2 4 6 8 10 12
Un
it S
ales
(M
)
www.charterequityresearch.com
May 21, 2012
1 A1210
2 A1260
3 A1600
4 A1680
5 A1800
6 A1890
7 A3000
8 A3100
9 Admiral XT603
10 ATRIX
11 ATRIX 2
12 ATRIX 4G
13 BACKFLIP
14 BRAVO MB520
15 CHARM
16 CITRUS WX445
17 Cliq 2
18 COCKTAIL VE70
19 DEFY
20 DEFY+
21 DEXT MB220
22 DROID 2
23 DROID 2 Global
24 DROID 3
25 DROID BIONIC
26 DROID PRO XT610
27 DROID RAZR XT912
28 DROID X
29 DROID X ME811
30 DROID X2
31 DROID XYBOARD 10.1 MZ617
32 DROID XYBOARD 8.2 MZ609
33 EM30
34 EM35
35 ES400
36 FIRE XT
37 FIRE XT311
38 FlipOut
39 FLIPSIDE MB508
40 MC55
41 ME632
42 MILESTONE
43 MILESTONE 2
44 MILESTONE 2 ME722
45 MILESTONE 3 XT860
46 MILESTONE XT720
47 Milestone XT883
48 MOTO ME525
49 MOTO MT620
50 MOTO MT716
51 MOTO MT870
52 MOTO XT316
53 MOTO XT702
54 MOTO XT882
55 MT710 ZHILING
56 MT810lx
57 MT917
58 Photon 4G MB855
59 PRO
60 PRO+
61 Q 11
62 Q 9h
63 QUENCH
64 Quench XT3 XT502
65 Quench XT5 XT502
66 RAZR XT910
67 RAZR2 V8
68 RIZR Z10
69 RIZR Z8
70 ROKR E8
71 ROKR Z6
72 SPICE Key
73 SPICE Key XT317
74 SPICE XT300
75 Triumph
76 Tundra VA76r
77 U9
78 VE66
79 XOOM 2
80 XOOM 2 Media Edition
81 XOOM MZ600
82 XOOM MZ601
83 XOOM MZ604
84 XPRT
85 XT301
86 XT532
87 XT701
88 XT720 MOTOROI
89 XT800 ZHISHANG
90 XT806
91 XT810
92 XT928
93 Z6w
94 ZN200
95 ZN300
96 ZN5
Motorola 2011 Smartphones
www.charterequityresearch.com
May 21, 2012
1 A810
2 Aura
3 CUPE
4 E11
5 EM25
6 EM28
7 EX112
8 EX115
9 EX119
10 EX122
11 EX128
12 EX201
13 EX210
14 EX212
15 EX232
16 EX300
17 GLEAM
18 Grasp WX404
19 Karma QA1
20 KRZR K3
21 L800t
22 MOTOACTV W450
23 Motocubo A45
24 MOTOKEY Mini EX108
25 MOTOKEY Mini EX109
26 Motokey Social
27 MOTOKEY XT EX118
28 MOTOTV EX245
29 PEBL U3
30 PEBL VU20
31 Rambler
32 RAZR2 V9
33 RAZR2 V9x
34 ROKR W5
35 ROKR W6
36 ROKR ZN50
37 SLVR L9
38 V1100
39 VE538
40 VE75
41 W161
42 W177
43 W180
44 W181
45 W205
46 W209
47 W213
48 W215
49 W218
50 W230
51 W231
52 W233 Renew
53 W270
54 W360
55 W380
56 W388
57 W395
58 W396
59 W490
60 W510
61 W7 Active Edition
62 WILDER
63 WX160
64 WX161
65 WX180
66 WX181
67 WX260
68 WX265
69 WX280
70 WX288
71 WX290
72 WX294
73 WX295
74 WX306
75 WX390
76 WX395
Motorola 2011 Feature Phones
www.charterequityresearch.com
May 21, 2012
1 Razr
2 Bionic
3 X2
Motorola Standout* Phones
*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 RF GSM UMTS CDMA LTE
Model Bands ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
1 A1210 3 1.11 � � �
2 A1260 4 1.40 � � � �
3 A1600 4 1.40 � � � �
4 A1680 5 2.65 � � � � �
5 A1800 3 1.11 � � �
6 A1890 3 1.11 � � �
7 A3000 4 1.40 � � � �
8 A3100 7 4.70 � � � � � � �
10 A810 3 1.11 � � �
11 Admiral XT603 2 2.30 � �
12 ATRIX 8 5.40 � � � � � � � �
13 ATRIX 2 7 4.70 � � � � � � �
14 ATRIX 4G 7 4.70 � � � � � � �
15 Aura 4 1.40 � � � �
16 BACKFLIP 9 6.35 � � � � � � � � �
17 BRAVO MB520 6 3.45 � � � � � �
18 CHARM 6 3.60 � � � � � �
19 CITRUS WX445 2 2.30 � �
20 Cliq 2 6 3.60 � � � � � �
21 COCKTAIL VE70 4 1.40 � � � �
22 CUPE 6 3.35 � � � � � �
23 DEFY 7 4.30 � � � � � � �
24 DEFY+ 7 4.05 � � � � � � �
25 DEXT MB220 9 6.35 � � � � � � � � �
26 DROID 2 2 2.30 � �
27 DROID 2 Global 9 7.00 � � � � � � � � �
28 DROID 3 9 7.00 � � � � � � � � �
29 DROID BIONIC 3 3.00 � � �
30 DROID PRO XT610 9 7.00 � � � � � � � � �
31 DROID RAZR XT912 11 8.40 � � � � � � � � � � �
32 DROID X 2 2.30 � �
33 DROID X ME811 2 2.30 � �
34 DROID X2 2 2.30 � �
35 DROID XYBOARD 10.1 MZ617 11 8.40 � � � � � � � � � � �
36 DROID XYBOARD 8.2 MZ609 11 8.40 � � � � � � � � � � �
37 E11 2 0.83 � �
38 EM25 4 1.40 � � � �
39 EM28 4 1.40 � � � �
40 EM30 4 1.40 � � � �
41 EM35 4 1.40 � � � �
42 ES400 7 4.70 � � � � � � �
43 EX112 4 1.40 � � � �
44 EX115 4 1.40 � � � �
45 EX119 4 1.40 � � � �
46 EX122 4 1.40 � � � �
47 EX128 4 1.40 � � � �
48 EX201 2 0.83 � �
49 EX210 3 1.11 � � �
50 EX212 2 0.83 � �
51 EX232 6 3.35 � � � � � �
52 EX300 5 3.06 � � � � �
53 FIRE XT 7 4.05 � � � � � � �
54 FIRE XT311 6 3.35 � � � � � �
55 FlipOut 8 5.40 � � � � � � � �
56 FLIPSIDE MB508 6 3.45 � � � � � �
57 GLEAM 4 1.40 � � � �
58 Grasp WX404 2 2.20 � �
59 Karma QA1 6 3.45 � � � � � �
60 KRZR K3 4 2.36 � � � �
61 L800t 3 1.11 � � �
62 MC55 4 1.40 � � � �
63 ME632 7 4.30 � � � � � � �
64 MILESTONE 8 5.40 � � � � � � � �
65 MILESTONE 2 8 5.40 � � � � � � � �
www.charterequityresearch.com
May 21, 2012
MOT Phones RF GSM UMTS CDMA LTE
Model Bands ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
66 MILESTONE 2 ME722 7 4.70 � � � � � � �
67 MILESTONE 3 XT860 7 4.70 � � � � � � �
68 MILESTONE XT720 6 3.60 � � � � � �
69 Milestone XT883 7 4.95 � � � � � � �
70 MOTO ME525 6 3.35 � � � � � �
71 MOTO MT620 3 1.11 � � �
72 MOTO MT716 4 1.40 � � � �
73 MOTO MT870 3 1.11 � � �
74 MOTO XT316 6 3.35 � � � � � �
75 MOTO XT702 7 4.70 � � � � � � �
76 MOTO XT882 3 1.11 � � �
77 MOTOACTV W450 4 1.40 � � � �
78 Motocubo A45 4 1.40 � � � �
79 MOTOKEY Mini EX108 4 1.40 � � � �
80 MOTOKEY Mini EX109 4 1.40 � � � �
81 Motokey Social 6 3.45 � � � � � �
82 MOTOKEY XT EX118 4 1.40 � � � �
83 MOTOTV EX245 4 1.40 � � � �
84 MT710 ZHILING 3 1.11 � � �
85 MT810lx 5 2.65 � � � � �
86 MT917 6 4.00 � � � � � �
87 PEBL U3 4 1.40 � � � �
88 PEBL VU20 5 3.06 � � � � �
89 Photon 4G MB855 9 7.00 � � � � � � � � �
90 PRO 7 4.70 � � � � � � �
91 PRO+ 8 5.65 � � � � � � � �
92 Q 11 4 1.40 � � � �
93 Q 9h 7 4.70 � � � � � � �
94 QUENCH 9 6.35 � � � � � � � � �
95 Quench XT3 XT502 7 4.70 � � � � � � �
96 Quench XT5 XT502 7 4.70 � � � � � � �
97 Rambler 1 1.60 �
98 RAZR XT910 8 5.40 � � � � � � � �
99 RAZR2 V8 4 1.40 � � � �
100 RAZR2 V9 7 4.70 � � � � � � �
101 RAZR2 V9x 7 4.70 � � � � � � �
102 RIZR Z10 5 2.65 � � � � �
103 RIZR Z8 5 2.65 � � � � �
104 ROKR E8 4 1.40 � � � �
105 ROKR W5 4 1.40 � � � �
106 ROKR W6 4 1.40 � � � �
107 ROKR Z6 4 1.40 � � � �
108 ROKR ZN50 4 2.36 � � � �
109 SLVR L9 4 1.40 � � � �
110 SPICE Key 6 3.45 � � � � � �
111 SPICE Key XT317 6 3.35 � � � � � �
112 SPICE XT300 7 4.70 � � � � � � �
113 Triumph 2 2.30 � �
114 Tundra VA76r 6 3.45 � � � � � �
115 U9 4 1.40 � � � �
116 V1100 4 2.36 � � � �
117 VE538 4 2.36 � � � �
118 VE66 4 1.40 � � � �
119 VE75 3 1.11 � � �
120 W161 4 1.40 � � � �
121 W177 2 0.58 � �
122 W180 4 1.40 � � � �
123 W181 4 1.40 � � � �
124 W205 4 1.40 � � � �
125 W209 2 0.83 � �
126 W213 4 1.40 � � � �
127 W215 2 0.83 � �
128 W218 2 0.83 � �
129 W230 4 1.40 � � � �
www.charterequityresearch.com
May 21, 2012
MOT Phones RF GSM UMTS CDMA LTE
Model Bands ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
130 W231 2 0.83 � �
131 W233 Renew 2 0.58 � �
132 W270 4 1.40 � � � �
133 W360 4 1.40 � � � �
134 W380 4 1.40 � � � �
135 W388 4 1.40 � � � �
136 W395 4 1.40 � � � �
137 W396 4 1.40 � � � �
138 W490 4 1.40 � � � �
139 W510 4 1.40 � � � �
140 W7 Active Edition 7 4.70 � � � � � � �
141 WILDER 2 0.83 � �
142 WX160 2 0.83 � �
143 WX161 4 1.40 � � � �
144 WX180 2 0.83 � �
145 WX181 4 1.40 � � � �
146 WX260 4 1.40 � � � �
147 WX265 4 1.40 � � � �
148 WX280 2 0.83 � �
149 WX288 2 0.83 � �
150 WX290 4 1.40 � � � �
151 WX294 2 0.83 � �
152 WX295 4 1.40 � � � �
153 WX306 2 0.83 � �
154 WX390 2 0.83 � �
155 WX395 2 0.83 � �
156 XOOM 2 8 5.40 � � � � � � � �
157 XOOM 2 Media Edition 8 5.40 � � � � � � � �
158 XOOM MZ600 3 3.00 � � �
159 XOOM MZ601 5 2.65 � � � � �
160 XOOM MZ604 0
161 XPRT 9 7.00 � � � � � � � � �
162 XT301 2 2.30 � �
163 XT532 6 3.35 � � � � � �
164 XT701 7 4.70 � � � � � � �
165 XT720 MOTOROI 5 2.65 � � � � �
166 XT800 ZHISHANG 6 3.70 � � � � � �
167 XT806 3 1.11 � � �
168 XT810 4 2.36 � � � �
169 XT928 7 4.95 � � � � � � �
170 Z6c 2 0.83 � �
171 Z6w 4 1.40 � � � �
172 Z9 6 3.45 � � � � � �
173 ZN200 4 1.40 � � � �
174 ZN300 4 1.40 � � � �
175 ZN5 4 1.40 � � � �
2011 Phones Research in Motion
May 21, 2012
www.charterequityresearch.com
Please see analyst certification and important disclosures at the end of this report.
Edward Snyder Managing Director
Ph: 415.931.9955 [email protected]
www.charterequityresearch.com
May 21, 2012
1 7230
2 8800
3 8820
4 8830 World Edition
5 Bold 9000
6 Bold 9650
7 Bold 9700
8 Bold 9780
9 Bold 9790
10 Bold Touch 9900
11 Bold Touch 9930
12 Curve 3G 9300
13 Curve 3G 9330
14 Curve 8300
15 Curve 8310
16 Curve 8320
17 Curve 8520
18 Curve 8530
19 Curve 8900
20 Curve 9350
21 Curve 9360
22 Curve 9370
23 Curve 9380
24 Pearl 3G 9100
25 Pearl 3G 9105
26 Pearl 8110
27 Pearl 8120
28 Pearl 8130
29 Pearl Flip 8220
30 Pearl Flip 8230
31 PlayBook
32 Porsche Design P'9981
33 Storm 9500
34 Storm 9530
35 Storm2 9520
36 Storm2 9550
37 Style 9670
38 Torch 9800
39 Torch 9810
40 Torch 9850
41 Torch 9860
42 Tour 9630
Research in Motion 2011 Models
www.charterequityresearch.com
May 21, 2012
2%
25%
15%
15%
2%
10%
2%
2%
25%
2%
(distribution by RF content)
$1.10
$2.30
$2.35
$6.05
$4.40
17%
2%
25%
15%
2%
12%
25%
(distribution by band/mode)
Of the 42 different RIM phone MODELS available in 2011….
2 bands
4 bands 7 bands
5 bands
9 bands
www.charterequityresearch.com
May 21, 2012
(total RF content by model)
Smart
$0M
$50M
$100M
$150M
Model
Total ~ $0.157B
25%
30%2%
12%
2%
24%
5%
Of the 50M devices RIM SOLD in 2011….
(unit sales by content per phone)
Under $2.00
Under $7.00
Under $3.00
Under $5.00
www.charterequityresearch.com
May 21, 2012
RF Content per Phone
0
5
10
15
20
$0 $2 $4 $6 $8 $10
Research in Motion WCDMA
Un
it S
ales
(M
)
0
5
10
15
20
$0 $2 $4 $6 $8 $10
Un
it S
ales
(M
)
0
5
10
15
20
$0 $2 $4 $6 $8 $10
Research in Motion GSM
Unit
Sal
es (
M)
0
5
10
15
20
$0 $2 $4 $6 $8 $10
Unit
Sal
es (
M)
Research in Motion CDMA
www.charterequityresearch.com
May 21, 2012
Band/Modes per Phone
0
5
10
15
20
0 2 4 6 8 10 12
Research in Motion CDMA
Un
it S
ales
(M
)
0
5
10
15
20
0 2 4 6 8 10 12
Research in Motion WCDMAU
nit
Sal
es (
M)
0
5
10
15
20
0 2 4 6 8 10 12
Research in Motion GSM
Un
it S
ales
(M
)
0
5
10
15
20
0 2 4 6 8 10 12
Un
it S
ales
(M
)
www.charterequityresearch.com
May 21, 2012
RF Content Analysis Research in Motion
www.charterequityresearch.com
May 21, 2012
RIM Phones RF GSM UMTS CDMA LTE
Model Bands ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
1 7230 3 0.89 � � �
2 8800 4 1.10 � � � �
3 8820 4 1.10 � � � �
4 8830 World Edition 2 0.68 � �
5 Bold 9000 7 4.40 � � � � � � �
6 Bold 9650 5 2.35 � � � � �
7 Bold 9700 9 6.05 � � � � � � � � �
8 Bold 9780 9 6.05 � � � � � � � � �
9 Bold 9790 9 6.05 � � � � � � � � �
10 Bold Touch 9900 9 6.05 � � � � � � � � �
11 Bold Touch 9930 8 5.35 � � � � � � � �
12 Curve 3G 9300 9 6.05 � � � � � � � � �
13 Curve 3G 9330 2 2.30 � �
14 Curve 8300 4 1.10 � � � �
15 Curve 8310 4 1.10 � � � �
16 Curve 8320 4 1.10 � � � �
17 Curve 8520 4 1.10 � � � �
18 Curve 8530 2 2.30 � �
19 Curve 8900 4 1.10 � � � �
20 Curve 9350 2 2.30 � �
21 Curve 9360 9 6.05 � � � � � � � � �
22 Curve 9370 6 3.40 � � � � � �
23 Curve 9380 9 6.05 � � � � � � � � �
24 Pearl 3G 9100 9 6.05 � � � � � � � � �
25 Pearl 3G 9105 9 6.05 � � � � � � � � �
26 Pearl 8110 4 1.10 � � � �
27 Pearl 8120 4 1.10 � � � �
28 Pearl 8130 2 2.30 � �
29 Pearl Flip 8220 4 1.10 � � � �
30 Pearl Flip 8230 2 2.30 � �
31 PlayBook 0
32 Porsche P'9981 7 4.40 � � � � � � �
33 Storm 9500 5 2.35 � � � � �
34 Storm 9530 5 2.35 � � � � �
35 Storm2 9520 5 2.35 � � � � �
36 Storm2 9550 5 2.35 � � � � �
37 Style 9670 2 2.30 � �
38 Torch 9800 7 4.40 � � � � � � �
39 Torch 9810 7 4.40 � � � � � � �
40 Torch 9850 7 4.65 � � � � � � �
41 Torch 9860 9 6.05 � � � � � � � � �
42 Tour 9630 5 2.35 � � � � �
`
2011 Phones Sony Ericsson
May 21, 2012
www.charterequityresearch.co
m
Please see analyst certification and important disclosures at the end of this report.
Edward Snyder Managing Director
Ph: 415.931.9955 [email protected]
www.charterequityresearch.com
May 21, 2012
1 A8i
2 Aino
3 Aspen
4 Bravia S004
5 C510
6 C702
7 C901
8 C901 GreenHeart
9 C902
10 C903
11 C905
12 Cedar
13 Elm
14 F305
15 G502
16 G700
17 G700 Business Edition
18 G705
19 G900
20 Hazel
21 J105 Naite
22 J110
23 J120
24 J132
25 Jalou
26 Jalou D&G edition
27 K200
28 K205
29 K220
30 K330
31 K530
32 K550
33 K550im
34 K630
35 K660
36 K770
37 K810
38 Live with Walkman
39 Mix Walkman
40 R300 Radio
41 R306 Radio
42 S003
43 S302
44 S312
45 S500
46 Satio (Idou)
47 Spiro
48 T250
49 T270
50 T280
51 T303
52 T650
53 T700
54 T707
55 T715
56 TM506
57 txt
58 txt pro
59 V640
60 Vivaz
61 Vivaz pro
62 W200
63 W205
64 W302
65 W350
66 W380
67 W395
68 W508
69 W595
70 W595s
71 W610
72 W660
73 W705
74 W715
75 W760
76 W8
77 W880
78 W888
79 W890
80 W902
81 W980
82 W995
83 WT18i
84 Xperia active
85 Xperia Arc
86 Xperia Arc S
87 Xperia mini
88 Xperia mini pro
89 Xperia Neo
90 Xperia neo V
91 Xperia PLAY
92 Xperia PLAY CDMA
93 Xperia pro
94 Xperia Pureness
95 Xperia ray
96 Xperia X1
97 Xperia X10
98 Xperia X10 mini
99 Xperia X10 mini pro
100 Xperia X2
101 Xperia X8
102 Yari
103 Yendo
104 Z250
105 Z555
106 Z750
107 Z770
108 Z780
109 Zylo
Sony Ericsson 2011 Models
www.charterequityresearch.com
May 21, 2012
2%
40%
12%
5%
13%
21%
5%
(distribution by band/mode)
Of the 109 different Sony Ericsson phone models available in 2011….
4 bands 7 bands
5 bands
8 bands
1
25%
6%
12%
21%
2% 6%
28%
(distribution by RF content)
Under $2.00
Under $3.00
Under $5.00
Under $6.00
www.charterequityresearch.com
May 21, 2012
(total RF content by model)
Xperia
Feature
Smart
$0M
$50M
$100M
$150M
$200M
Mean Median Mode
Median ~ $0.140B
Mean ~ $0.135B
Mode ~ $0.127B
55%
4%
5%
3%
18%
13%
2%
Of the 35M devices Sony Ericsson sold in 2011….
(unit sales by content per phone)
Under $2.00
Under $6.00
Under $3.00
www.charterequityresearch.com
May 21, 2012
RF Content per Phone
0
5
10
15
$0 $2 $4 $6 $8 $10
Un
it S
ales
(M
)
Sony Ericsson CDMA
0
5
10
15
20
$0 $2 $4 $6 $8 $10
Sony Ericsson WCDMA
Un
it S
ales
(M
)
0
5
10
15
20
$0 $2 $4 $6 $8 $10
Sony Ericsson GSM
Un
it S
ales
(M
)
0
5
10
15
20
$0 $2 $4 $6 $8 $10
Un
it S
ales
(M
)
www.charterequityresearch.com
May 21, 2012
Band/Mode per Phone
0
5
10
15
20
0 2 4 6 8 10 12
Sony Ericsson CDMA
Un
it S
ales
(M
)
0
5
10
15
20
0 2 4 6 8 10 12
Sony Ericsson WCDMAU
nit
Sal
es (
M)
0
5
10
15
20
0 2 4 6 8 10 12
Sony Ericsson GSM
Un
it S
ales
(M
)
0
5
10
15
20
0 2 4 6 8 10 12
Un
it S
ales
(M
)
www.charterequityresearch.com
May 21, 2012
1 A8i
2 Aspen
3 G700
4 G700 Business Edition
5 G900
6 Live with Walkman
7 Satio (Idou)
8 Vivaz
9 Vivaz pro
10 W8
11 WT18i
12 Xperia active
13 Xperia Arc
14 Xperia Arc S
15 Xperia mini
16 Xperia mini pro
17 Xperia Neo
18 Xperia neo V
19 Xperia PLAY
20 Xperia PLAY CDMA
21 Xperia pro
22 Xperia ray
23 Xperia X1
24 Xperia X10
25 Xperia X10 mini
26 Xperia X10 mini pro
27 Xperia X2
28 Xperia X8
Sony Ericsson 2011 Smartphones
www.charterequityresearch.com
May 21, 2012
1 Aino
2 Bravia S004
3 C510
4 C702
5 C901
6 C901 GreenHeart
7 C902
8 C903
9 C905
10 Cedar
11 Elm
12 F305
13 G502
14 G705
15 Hazel
16 J105 Naite
17 J110
18 J120
19 J132
20 Jalou
21 Jalou D&G edition
22 K200
23 K205
24 K220
25 K330
26 K530
27 K550
28 K550im
29 K630
30 K660
31 K770
32 K810
33 Mix Walkman
34 R300 Radio
35 R306 Radio
36 S003
37 S302
38 S312
39 S500
40 Spiro
41 T250
42 T270
43 T280
44 T303
45 T650
46 T700
47 T707
48 T715
49 TM506
50 txt
51 txt pro
52 V640
53 W200
54 W205
55 W302
56 W350
57 W380
58 W395
59 W508
60 W595
61 W595s
62 W610
63 W660
64 W705
65 W715
66 W760
67 W880
68 W888
69 W890
70 W902
71 W980
72 W995
73 Xperia Pureness
74 Yari
75 Yendo
76 Z250
77 Z555
78 Z750
79 Z770
80 Z780
81 Zylo
Sony Ericsson 2011 Feature Phones
www.charterequityresearch.com
May 21, 2012
1 Xperia Arc
2 X10 Mini
3 Xperia Play
Sony Ericsson Standout* Phones
*Uniquely successful models for which the company provided unit sales data.
www.charterequityresearch.com
May 21, 2012
www.charterequityresearch.com
May 21, 2012
RF Content Analysis Sony Ericsson
www.charterequityresearch.com
May 21, 2012
SNE Phones RF GSM UMTS CDMA LTE
Model Bands ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
1 A8i 4 1.10 � � � �
2 Aino 8 5.10 � � � � � � � �
3 Aspen 7 3.75 � � � � � � �
4 Bravia S004 4 1.10 � � � �
5 C510 7 4.40 � � � � � � �
6 C702 5 2.35 � � � � �
7 C901 6 3.05 � � � � � �
8 C901 GreenHeart 6 3.05 � � � � � �
9 C902 5 2.35 � � � � �
10 C903 8 5.10 � � � � � � � �
11 C905 7 4.40 � � � � � � �
12 Cedar 7 4.40 � � � � � � �
13 Elm 6 3.05 � � � � � �
14 F305 4 1.10 � � � �
15 G502 4 2.14 � � � �
16 G700 4 2.14 � � � �
17 G700 Business Edition 4 2.14 � � � �
18 G705 7 4.40 � � � � � � �
19 G900 4 2.14 � � � �
20 Hazel 6 3.05 � � � � � �
21 J105 Naite 7 4.40 � � � � � � �
22 J110 4 1.10 � � � �
23 J120 2 0.68 � �
24 J132 4 1.10 � � � �
25 Jalou 5 2.35 � � � � �
26 Jalou D&G edition 5 2.35 � � � � �
27 K200 4 1.10 � � � �
28 K205 2 0.43 � �
29 K220 2 0.68 � �
30 K330 4 1.10 � � � �
31 K530 4 2.14 � � � �
32 K550 4 1.10 � � � �
33 K550im 4 1.10 � � � �
34 K630 4 2.14 � � � �
35 K660 5 2.35 � � � � �
36 K770 4 2.14 � � � �
37 K810 4 2.14 � � � �
38 Live with Walkman 9 6.05 � � � � � � � � �
39 Mix Walkman 4 1.10 � � � �
40 R300 Radio 4 1.10 � � � �
41 R306 Radio 4 1.10 � � � �
42 S003 4 1.10 � � � �
43 S302 4 1.10 � � � �
44 S312 2 0.68 � �
45 S500 4 1.10 � � � �
46 Satio (Idou) 8 5.10 � � � � � � � �
47 Spiro 4 1.10 � � � �
48 T250 4 1.10 � � � �
49 T270 4 1.10 � � � �
50 T280 4 1.10 � � � �
51 T303 4 1.10 � � � �
52 T650 4 2.14 � � � �
53 T700 5 2.35 � � � � �
54 T707 7 4.40 � � � � � � �
55 T715 7 4.40 � � � � � � �
56 TM506 5 2.84 � � � � �
57 txt 4 1.10 � � � �
58 txt pro 4 1.10 � � � �
59 V640 4 2.14 � � � �
60 Vivaz 8 5.10 � � � � � � � �
61 Vivaz pro 8 5.10 � � � � � � � �
62 W200 4 1.10 � � � �
63 W205 4 1.10 � � � �
64 W302 4 1.10 � � � �
65 W350 4 1.10 � � � �
66 W380 4 1.10 � � � �
www.charterequityresearch.com
May 21, 2012
SNE Phones RF GSM UMTS CDMA LTE
Model Bands ($) 850 900 1800 1900 850 900 1700 1900 2100 800 850 900 1700 1900 700 800 1700 1800 2100 2600
67 W395 4 1.10 � � � �
68 W508 7 4.40 � � � � � � �
69 W595 5 2.35 � � � � �
70 W595s 5 2.35 � � � � �
71 W610 4 1.10 � � � �
72 W660 4 2.14 � � � �
73 W705 8 5.10 � � � � � � � �
74 W715 7 4.40 � � � � � � �
75 W760 7 4.40 � � � � � � �
76 W8 8 5.10 � � � � � � � �
77 W880 4 2.14 � � � �
78 W888 3 0.89 � � �
79 W890 5 2.35 � � � � �
80 W902 5 2.35 � � � � �
81 W980 5 2.35 � � � � �
82 W995 8 5.10 � � � � � � � �
83 WT18i 3 0.89 � � �
84 Xperia active 7 4.40 � � � � � � �
85 Xperia Arc 8 5.10 � � � � � � � �
86 Xperia Arc S 8 5.10 � � � � � � � �
87 Xperia mini 8 5.10 � � � � � � � �
88 Xperia mini pro 8 5.10 � � � � � � � �
89 Xperia Neo 8 5.10 � � � � � � � �
90 Xperia neo V 8 5.10 � � � � � � � �
91 Xperia PLAY 8 5.10 � � � � � � � �
92 Xperia PLAY CDMA 2 2.30 � �
93 Xperia pro 8 5.10 � � � � � � � �
94 Xperia Pureness 5 2.35 � � � � �
95 Xperia ray 8 5.10 � � � � � � � �
96 Xperia X1 8 5.10 � � � � � � � �
97 Xperia X10 9 6.05 � � � � � � � � �
98 Xperia X10 mini 8 5.10 � � � � � � � �
99 Xperia X10 mini pro 8 5.10 � � � � � � � �
100 Xperia X2 8 5.10 � � � � � � � �
101 Xperia X8 8 5.10 � � � � � � � �
102 Yari 8 5.10 � � � � � � � �
103 Yendo 4 1.10 � � � �
104 Z250 4 1.10 � � � �
105 Z555 4 1.10 � � � �
106 Z750 7 4.40 � � � � � � �
107 Z770 4 2.14 � � � �
108 Z780 7 4.40 � � � � � � �
109 Zylo 6 3.05 � � � � � �