WCDMA infrastructure equipment sales rise

November 18, 2004

Dell'Oro Group, the source for market information about the networking and telecommunications industries, reported that sales of mobility infrastructure equipment were up by $155 million, or two percent in 3Q04, due in large part to strong sales of WCDMA equipment. According to the report, WCDMA equipment sales increased by $280 million in the quarter, which offset revenue declines of $91 million and $79 million of GSM and CDMA equipment, respectively.

"Service providers in Japan and Western Europe enhanced their WCDMA network capacity in 3Q04 in anticipation of increased consumer demand at the end of the year," said Greg Collins, Senior Director of Mobile Infrastructure Research at Dell'Oro Group. "For example, in mid-2004 in Japan NTT DoCoMo began offering discounted, flat-rate data and content plans for its WCDMA-based FOMA network, and in November, Vodafone launched Vodafone live!, a WCDMA-based consumer service, across 13 countries, both of which are expected to increase network usage by year-end."

Top WCDMA Infrastructure Vendors by Revenue
Total Market	3Q04	Qtr./Qtr. Growth
Manufacturer Revenues $B	$1.3	+29%
Vendor	Rank	Qtr./Qtr. Growth
Ericsson	1	+15%
Nokia	2	+41%
NEC	3	+20%
Siemens	4	+23%
Source: Dell’Oro Group