2007 Wireless Handset Guide

2007 Wireless Handset GuideJeff Kvaal

Tim Luke
tluke@lehman.com

Stuart Jeffrey
sjeffrey@lehman.com

Global Equity Research

2007 Wireless Handset Guide
Global Handset (Sell-Through) Market Select Component Suppliers & Major Customers QUALCOMM (QCT)
Samsung . . . . . . . . . . . . . . . . . . ~15% LG . . . . . . . . . . . . . . . . . . . . . . . >10% Motorola . . . . . . . . . . . . . . . . . . >10% Kyocera . . . . . . . . . . . . . . . . . . . <10% Total CY06E Revs . . . . . . $4.4 billion
1,200 1,000 (units in millions) 800 680 600 400 271 200 67 0 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006E 2007E 173 105 100 413 413 431 520 812 (+9%) (+18%) 1050 960 800 700 600

jkvaal@lehman.com

Paul Wuh
pwuh@lehman.com

SangWan Kang
swkang@lehman.com

James Kim
jamkim@lehman.com

Internal Components of a Handset
A