Quarterly shipment volume forecast up to 4Q 2004. Special discussion on the R&D talent acquisition issue. 1H 2004 review of shipment volume, manufacturer rankings and export ratio-volume, design solution provider market share, product mix, handset design sources, production locations, competitive profiles of international, Korean and Chinese players.
ADI, Agere, Alcatel, Amoi Electronics, Amoisonic, Arima, Bellwave, BenQ, Bird, Broadcom, Capitel, CEC-T, CEC-W, Chabridge, China Mobile, China Netcom, China Telecom, China Unicom, Compal, Datang, Daxian, DBTEL, Eastcom, Eastern, EMP, Ericsson, Flextronics, Foxconn, Freescale, Guowei, Haier, Hisense, Infineon, Inventec, Kejian, Konka, Kyocera, Langchao, Lenovo, LG, Matsushita, Mitsubishi, Motorola, MTK, NEC, Nokia, Olympus, Panda, Philips, Qualcom, Quanta, Sagem, Samsung, Sanyo, SCNB, SED, Shanghai Telecom, Siemens, Skyworks, Solectron, Sony Ericsson, Soutec, Suohong, TCL, Telsda, TI, Top, Toshiba, UT-Starcom, VK, Wavecom, Xoceco, Yong Sheng, Zhenhua, Zhonglin, ZTE