a)
b)
Source: Percentage change of Telecom employment during 1998-2002 from Bureau of Economic Analysis
Source: 1991-2002 changes in GDP/capita and US Telecom Revenues, from US Securities and Exchange Commission and Economic History Services
Exhibit II (C) 2: Social Trends Exhibit II (C) 3: Technological Trends
Graph: U.S. mobile phone sales, by service and handsets, 2001-06 (Source: Mintel/CEA/TIA/CTIA)
Exhibit II (D) 1: Worldwide Market Share by Manufacturer (Yr. 2006)
Manufacturer
|
Market Share
(All cell phones)
|
Number of Handsets sold
(All cell phones)
|
Market Share
(All smartphones)
|
Number of smartphones sold
|
Nokia
|
34.1%
|
348 M
|
44.4%
|
40 M
|
Motorola
|
21.3%
|
217 M
|
5.4%
|
4.9 M
|
Samsung
|
11.6%
|
118 M
|
n/a
|
n/a
|
Sony Ericsson
|
7.3%
|
74.8 M
|
n/a
|
n/a
|
LG
|
6.3%
|
64.4 M
|
n/a
|
n/a
|
RIM
|
0.4%
|
4.04 M
|
4.5%
|
4.04 M
|
Palm
|
0.5%
|
4.8 M
|
5.3%
|
4.8 M
|
Nextel
|
n/a
|
n/a
|
n/a
|
n/a
|
Sprint
|
n/a
|
n/a
|
n/a
|
n/a
|
Kyocera
|
n/a
|
n/a
|
n/a
|
n/a
|
Sanyo
|
n/a
|
n/a
|
n/a
|
n/a
|
Audiovax
|
n/a
|
n/a
|
n/a
|
n/a
|
Panasonic
|
n/a
|
n/a
|
n/a
|
n/a
|
HTC
|
n/a
|
n/a
|
n/a
|
n/a
|
HP IPAQ
|
n/a
|
n/a
|
n/a
|
n/a
|
Other
|
19.3%
|
197 M
|
n/a
|
n/a
|
Total
|
100%
|
1,018.8 M
|
100%
|
90 M
|
Exhibit II (D) 2: Mobile Handset segmentation according to utility framework
Price / Functionality
|
Basic
|
Advanced
|
Fashion Conscious
|
Convenience
|
Music Lovers
|
Corporate users
|
Low
|
- Nokia
(several models)
- Motorola
(several models)
|
|
|
|
|
|
Medium
|
|
- Nokia
(several models)
- Motorola
(several models)
|
- Motorola RAZR
- Nokia N76
|
- RIM Pearl
- Palm Treo
- Samsung Blackjack
- Nokia 9300
|
- Sony Ericsson W950i
|
- RIM Pearl
- Palm Treo
- Nokia 9300
|
High
|
|
|
- LG Prada
- Apple iPhone
|
- Apple iPhone
- Motorola Q
|
- Apple iPhone
|
|
Exhibit II (D) 3e: Samsung’s strategic alliances
Partner
|
Time
|
Key Agenda
|
Qualcomm
|
July 2004
|
Technology cooperation in MDDI (Mobile Display Data Interface)
|
Kent State University
|
Oct 2004
|
Joint development of display technologies
|
KDDI, Japan
|
Jan 2005
|
Supply of CDMA2000 1xEV-DO network equipment in East Japan
|
VDL France
|
Feb 2005
|
Cooperation in commercialization of terrestrial DMB
|
Bayanat Al-Oulacxlv
|
Jan 2007
|
Contract to deploy the largest WiMAX network in the region
|
Googlecxlvi
|
Jan 2007
|
Access to Google’s products and services for Samsung mobile handset users, including Google search, maps and email.
|
Yahoocxlvii
|
Jan 2007
|
Access to Yahoo’s products and services for Samsung mobile handset users, including Yahoo! Go 2.0, one Search, email, messenger and personal information management services
|
Exhibit II (D) 3f – Part A: iPhone and PRADA Phone comparison
|
iPhonecxlviii
|
PRADA Phonecxlix
|
Availability
|
U.S. - Jun. 2007
Europe - late 2007
Asia – 2008
|
U.S. - no data
Europe - late Feb. 2007
Asia - late Mar. 2007
|
Price
|
$499 to $599 with 2 year contract.
|
$775
|
Features
|
- Visual Voicemail
- SMS with full QWERTY soft keyboard
- Music Player (iPod)
- Video Player (iPod)
- OS/X Operating System
- Email
- Web Browser
- Advance Sensors
- 2M Pixel Camera
|
- Capacitive Touch Screen
- Music Player
- Music Multitasking (Messaging)
- Video Player
- Macromedia Flash UI
- Document Viewer
- 2M Pixel Camera
- Micro SD External Memory
|
Technologies
|
- Quad Band GSM
- EDGE
- Bluetooth
- WiFi
|
- Tri Band GSM
- EDGE
- Bluetooth
|
Size
|
115 x 61 x 11.6mm
|
98.8 × 54 × 12 mm
|
Exhibit II (D) 5a: Willingness to Pay analysis – Handset manufacturers
|
%weight
|
Apple
|
Apple
|
Samsung
|
Samsung
|
Sony
|
Sony
|
LG
|
LG
|
Palm
|
Palm
|
RIM
|
RIM
|
Nokia
|
Nokia
|
Motorola
|
Motorola
|
Brand
|
20%
|
18
|
3.6
|
10
|
2
|
12
|
2.4
|
8
|
1.6
|
15
|
3
|
20
|
4
|
10
|
2
|
14
|
2.8
|
Support / Warranties
|
2%
|
15
|
0.3
|
10
|
0.2
|
12
|
0.24
|
4
|
0.08
|
8
|
0.16
|
14
|
0.28
|
8
|
0.16
|
6
|
0.12
|
Features
|
18%
|
18
|
3.24
|
12
|
2.16
|
10
|
1.8
|
6
|
1.08
|
14
|
2.52
|
16
|
2.88
|
8
|
1.44
|
9
|
1.62
|
User Experience
|
13%
|
20
|
2.6
|
12
|
1.56
|
12
|
1.56
|
13
|
1.69
|
16
|
2.08
|
18
|
2.34
|
9
|
1.17
|
9
|
1.17
|
Complementary Products (Accessories )
|
6%
|
15
|
0.9
|
10
|
0.6
|
12
|
0.72
|
10
|
0.6
|
14
|
0.84
|
15
|
0.9
|
12
|
0.72
|
12
|
0.72
|
Dimensions
|
4%
|
10
|
0.4
|
5
|
0.2
|
10
|
0.4
|
3
|
0.12
|
7
|
0.28
|
7
|
0.28
|
5
|
0.2
|
8
|
0.32
|
Price
|
5%
|
5
|
0.25
|
6
|
0.3
|
8
|
0.4
|
3
|
0.15
|
4
|
0.2
|
6
|
0.3
|
10
|
0.5
|
8
|
0.4
|
Availability of Service providers
|
10%
|
5
|
0.5
|
15
|
1.5
|
5
|
0.5
|
5
|
0.5
|
15
|
1.5
|
18
|
1.8
|
17
|
1.7
|
15
|
1.5
|
Product portfolio
|
3%
|
|
0.54
|
0
|
0
|
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
Status
|
6%
|
20
|
1.2
|
10
|
0.6
|
12
|
0.72
|
20
|
1.2
|
8
|
0.48
|
9
|
0.54
|
15
|
0.9
|
14
|
0.84
|
Complementary Services
|
13%
|
18
|
2.34
|
12
|
1.56
|
15
|
1.95
|
5
|
0.65
|
12
|
1.56
|
15
|
1.95
|
10
|
1.3
|
15
|
1.95
|
Scaled Value
|
|
|
15.87
|
|
10.68
|
|
10.69
|
|
7.67
|
|
12.62
|
|
15.27
|
|
10.09
|
|
11.44
|
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