No.24 January 23, 2003 2003 PC 2003 2003 TRI 2003 2003 2003 4~4.3 15% 2003 40~50% Mobile Data 2002 40% 20 Source 2003/01
2003 PC 2003 2003 TRI 2003. 2002 2002 4 PC 1.3 1.5 PC 2010 PC 2010 5 1,000 2002 3,000 7.5% 4,000 ODM 2003 OEM/ODM 5,000 January 23, 2003 2
2003 10% ~ ~ Source (TRI) 2003/01. 2003 2003 4.2 4.7 Nokia MMS 10%~15% TRI 2003 6500~7500 1 TRI 2003 4 4.3 4 January 23, 2003 3
2003 MMS Mobile Game Mobile Content MMSMobile Game 2003 Killer Application 50% 400~500 2003 15% 2003 2002 2003 Nokia 4.4 JEITA 4.35 Gartner 4.2 4 Merrill Lynch 4.74 CSFB 4.36 MIC 4.7 TRI 4.3 Source 2003/01. 2003 300 400 2002 Nokia 2,000 Motorola 1,500 1.2 CDMA 2003 3 1,000 CDMA SAGEM 2004 2,000 TCL 2003 January 23, 2003 4
2003 1,200 産 ( ) 2003 産 300. 2003 25 23 6 5,000 2003 Nokia 2100* 3530 3650 5100 6100 6800 7250 8910i 6650 Motorola C336* C370 E360R T725 V600 V300 V835 Samsung S500 T500 T700 T400 T300 S200 S300 V200 P400 * Source 2003/01 Mobile Data Service MMS 2003 40~50% January 23, 2003 5
2003. Mobile Data 1999 NTT DoCoMo i-mode Mobile Data Mobile Data 2G PDC PDC PDC / cdmaone PDC / cdmaone PDC PDC 1 i-mode EZweb J-sky 2.5G JAVA i-appli i-area EZplus gpsone / EZnavigation Java-Appli J-Navi i-shot Photo-mail Sha-mail 2 WCDMA cdma 2000 1x WCDMA 3G FOMA 2001/10 i-motion M-stage Source 2003/01 cdma 2000 1x 2002/04 Movie-mail Vodafone Global Standard 2002/12 GSM roaming SMS 3 3GMMS NTT DoCoMoKDDI au J-Phone 2G 2.5G PDC KDDI au cdmaone i-modeezweb J-sky Java Mobile Data 2001 J-phone Sha-mail January 23, 2003 6
2003 3G/MMSDoCoMo 2001 11 3G FOMAKDDI au 2002 4 cdma2000 1x 3G 3G J-phone 2002 12 GSM 3G 2002 12 57.7% 3G 6.6%DoCoMo 59%4287 2.5G i-mode 3G 3G i-mode KDDI au 18% 3G cdma2000 1x 3G 3G 467 J-phone 2002/12 PDC WCDMA 13,321,600 1,200 J-sky 11,545,600 J-Phone 18% (13,322,800) KDDI au 18% (13,467,900) NTT DoCoMo3G 2.5G KDDI au 3G J-Phone / TU-KA 5% (3,849,400) NTT DoCoMo 59% (42,874,000) PDC 42,722,000 i-mode 36,209,000 WCDMA 152,000 57.7% 2002/12 WCDMA 0.2% cdma 2000 cdmaone_ 1x _6.4% 11.7% 3G 6.6% PDC 157,200 cdmaone 8,637,100 EZweb cdma 2000 1x 4,673,500 11,773,100 TU-KA SourceTCA 2003/01 3G 2G 93.4% 93% PDC_81.7%. PC January 23, 2003 7
2003 4 100~500 12 /GPS /MP3 TRI DSP PC Nokia Nokia 20 Segment Description Example, 3330,T191, EMS,, C300 : / 7650, N530i,, / T68i, P800 (, ),, IC(MCU, DSP,CODEC ), Office P800, R380, OS /, /sync Sync. 9210, /, 8855, V70, T508 Nokia : 2, 3, 6 ~ 5 7 ~ 8 Source: 2002/09,,, ~,,, ~, 9 ~ January 23, 2003 8
2003 GPS MP3 2003 1 2% 2003 12 13% WAP GPS 7.3% 7.5% 8.4% 8.9% 9.2% 9.3% 9.9% MP3 2003 2003 10.4% 11.0% 11.0% 23.2% 14% 12% 10% 8% 6% 4% 2% 0% 29.4% Source 2002/12 2003/01. 2002 2003 Nokia 35% 9 Motorola 14.4% Mobile Platform Samsung 10.6% Operator SewonPantech Telson 2002 4,000 2003 January 23, 2003 9
2003 50-100% TCL 2001 12% 2002 30% 2003 50% Nokia Motorola Samsung 34.9% 2003 9 14.4%, Mobile Platform 2003 7 10.6%2002 30%2003 65K DoCoMoNECi-mode Sharp NECSharpPanasonic Operator Panasonic Sewon Pantech Telson 2002 4000 2003 50~100 TCL 2001 17%, 2002 30% 2003. 50% Source: 2003/01 January 23, 2003 10
2003. MotorolaTIIntel (Mobile Platform) TRI Mobile Platform, Motorola TI Intel Source 2003/01. TRI PC GPSMP3 Wintel January 23, 2003 11
2003 1. 2. LTPS 3. 4. January 23, 2003 12
2003 January 23, 2003 13
2003 104 44 12 7260 02-2511-5531 02-2511-6768 http://www.topology.com.tw January 23, 2003 14
Click below to find more Mipaper at www.lcis.com.tw Mipaper at www.lcis.com.tw