Qualcomm : Insight & Market Analysis 2007- 2012——2007-2012年高通公司市場研究報告Chapter 1. Introduction 1.1 Qualcomm's IPR battles Chart 1.1 Qualcomm R&D Expenditure 2000-2005 Table 1.1 Broadcom Facts Chart 1.2 Qualcomm's cumulative patents 1.2 Broadcom 1.3 Nokia Table 1.2 Nokia's Business Groups 1.4 Qualcomm v Broadcom 1.5 Qualcomm v Nokia 1.6 Qualcomm Business Segments 1.7 Aim of the report Chapter 2. Qualcomm Overview 2.1 The Company Chart 2.1 Qualcomm' s Business Model Chart 2.2 Qualcomm's Cumulative US Patents Chart 2.3 Qualcomm's Foreign Patents (As of March 2007) 2.2 Licensing Policy Table 2.1 QualcommLicensees (July 2007) Chart 2.4 Licensing vs Equipment Revenue 2.3 Qualcomm Business Segments Chart 2.5 Qualcomm Segment Revenue Q2 2007 2.3.1 Qualcomm CDMA Technologies (QCT) 2.3.1.1 QCT Fabless Production Model 2.3.1.2 QCT Products Chart 2.5 Qualcomm Chipsets 2.3.1.2.1 Qualcomm Chipsets 2.3.1.2.2 Launchpad Solutions 2.3.2 Qualcomm Technology Licensing (QTL) Chart 2.6 Qualcomm Licensing Revenue Chart 2.7 MSM Chipset Shipments 2004-2007 2.3.3 Qualcomm Wireless & Internet (QWI) Table 2.2 Qualcomm Internet Services Products Table 2.3 Qualcomm Acquisitions and Expenditures 2.3.4. Qualcomm Strategic Initiatives Chart 2.8. QSI Asset Value 2002-2006 2.3.4.1. Strategic Investments in Licensed Device Maunfacturers and Other Technology Vendors 2.3.4.2. Strategic Investments In Technological Paltform Provision and Support 2.3.4.2.1. MediaFLO USA 2.3.4.2.2. MediaFLO Japan 2.3.4.2.3. Unicom Brew Wireless Technologies Ltd 2.3.4.3. Strategic Investments in CDMA & BWA Carriers 2.3.4.3.1. Inquam - The Qualcomm Investment Vehicle 2.3.4.3.1.1. Inquam in Romania - Zapp Mobile 2.3.4.3.1.2. Inquam in Western Europe - Dolphin Telecom & Radiomovel 2.3.4.3.1.3. Inquam in Indonesia - Mobisel 2.3.4.3.1.4. Inquam in 2007 - NextWave Wireless 2.3.4.3.1.5. Inquam Losses 2.3.4.2. Qualcomm's direct investment in other mobile operators 2.3.4.2.1. KTF (Korea Telecom Freetel) Chart 2.9. KTF Shareholder Structure July 2007 2.3.4.2.2. Mobile-8 Chart 2.10. Mobile-8 Shareholder Structure. 2.3.4.2.3. Reliance Communications 2.3.4.2.4. Vesper 2.4 Qualcomm Revenue Concentrations Chart 2.11. Qualcomm Revenue Concentration in its Top Markets Chart 2.12. Qualcomm Revenue by Business Activity 2002-2006 2.5 Growth Strategy and Financial Prospects Chart 2.13. Qualcomm Handset Shipments by Region 2003-2007 Chart 2.14. Qualcomm Revenue and Gross Margin growth 2002-2006 Chart 2.15 HSDPA Handset Sales Forecast Chart 2.16. Qualcomm Revenue Growth Forecast 2007-2012 Chart 2.17. Qualcomm R&D Expenditure Chapter 3. Analysis of recent Qualcomm IPR claims 3.1 The Qualcomm/Broadcom ITC matter 3.1.1 Industry Support for Qualcomm 3.2 Broadcom's $19.4million Award against Qualcomm Table 3.1 Broadcomm/Qualcomm May 2007 Patent Claims 3.3 Impact of ITC ban 3.3.1....on Qualcomm's OEM partners 3.3.2....on Operators 3.3.3....on Apple 3.4 Qualcomm/Nokia Patent infringement Cases 3.5 Qualcomm/Nokia cross-licensing agreement 3.5.1 Key Issues at the core of the cross-licensing agreement dispute 3.5.2 Qualcomm defends its licensing program for WCDMA products 3.5.2.1 Key points of the Qualcomm paper on Commonalities between CDMA2000 and WCDMA Chapter 4. Qualcomm's Multimedia Ambitions 4.1 Qualcomm and Microsoft Alliance Table 4.1 Qualcomm in Mobile TV 4.2 Qualcomm in Mobile TV 4.3 The Business case for dedicated Mobile TV networks Chart 4.1 Mobile TV Subscribers 2007-2012 4.4 Competing Mobile TV technologies 4.4.1 MBMS 4.4.2 TDtv 4.4.3 ISBD-T/1seg 4.4.4 DVB -H 4.4.4.1 DVB Project Table 4.2 DVB-H Facts 4.4.5 DMB 4.4.6 The MediaFLO system 4.4.6.1 The MediaFLO Distribution System(MDS) Chart 4.2 The MediaFLO Distribution System 4.4.6.2 FLO Network Chart 4.3 FLO Network Schematic 4.4.6.3 MediaFLO USA 4.4.6.4 FLO forum 4.4.6.5 MediaFLO Licensing structure 4.4.6.6 MediaFLO Deployments 4.5 BREW 4.5.1 BREW Signature Solutions 4.5.2 BREW Modular Solutions Chapter 5. Qualcomm's Flash-OFDM & OFDMA Technologies 5.1. The 2005/2006 Acquisition of Flarion 5.1.1 Delay in the Acquisition Process 5.2. Flarion Technologies - A History 5.2.1 Pre-Merger Competition between Flarion and Qualcomm 5.3. OFDM and OFDMA Air Interface Technologies Chart 5.1 Orthogonality in OFDMA 5.3.1. OFDM: Expanded and Maximised Bandwidth over the air Chart 5.2. Multiple radio access using OFDM/OFDMA 5.3.2. OFDMA: Fusing elements of FDMA and TDMA Chart 5.3. Conventional Frequency Division Multiplexing Chart 5.4. Orthogonal Frequency Division Multiplexing 5.4. The Qualcomm Next Generation Portfolio - Flash-OFDM to UMB 5.4.1. Flash-OFDM 5.4.2. UMB 5.4.3. WiMAX: The first commercial OFDMA-based technology 5.4.3.1. WiMAX Standardisation 5.4.3.2. WiMAX Deployments 5.4.3.3. WiMAX: A Competitive Perspective Chart 5.5. Consensual 3G and 4G Technology Roadmap 5.4.3.4. Qualcomm patents and WiMAX 5.4.4. The E-UTRA standard for 3G LTE (Long Term Evolution) 5.5. Foray into Long Term Standardisation Chapter 6. Conclusions 6.1 Legal Actions 6.2 Qualcomm supports competing Mobile TV Standards 6.3 Growth Strategies 6.4. Underlying Business Model 6.5. Attempts to Pre-empt the Future Shape of the Telecoms Market 6.5.1. Positioning across markets and technologies 6.6. Future Prospects Organisations mentioned 3UK 7Layers Agilent Technologies Anritsu Aplix Corporation Apple Arqiva AT&T Atheros Communications Axcera Bandai Channel Co Beijing BBEF Science & Technology Co Berkana Wireless Broadcom BSkyB Cetecom Chyron Corporation conVISUAL Digital Fountain DTVinteractive EBS Elata Envivio Ericsson Expway Flarion Frontier Silicon GCT Semiconductor Harmonic Harris Corporation -Broadcast Division Hitachi Hitachi Kokusai Electric Huawei Technologies Imagination Technologies Industrial Technology Research Institute Innowireless IPWireless Irdeto Iridigm Itochu Techno-Solutions Corporation KDDI Korea Electronics Technology Institute (KETI) KT Corporation KT Freetel (KTF) Kyocera LEADER Electronics LG LG Electronics LG Telecom Lumantek Maspro Denkoh Corporation MaxLinear MB International Telecom Labs Media Excel MediaFLO USA MegaChips Corporation Microsoft Mier Comunicaciones Mobidia Mobile Media Planning CORP (MMP) MobiTV Mobix Interactive Motorola Mozilla MSYS Corporation Nagravision NDS NEC net&tv Newport Media Nokia NVIDIA Corporation NXP Semiconductors onTimetek Orange PacketVideo Corporation Qualcomm Rohde & Schwarz Roundbox RSG Media Systems Samsung Samsung Electronics Sanyo Sharp SHARP Corporation Siano Mobile Silicon SK Telecom Softbank SOLID Technologies Spike Sprint Nextel Streamezzo Symbian TeamCast TechSoft Telechips Telefonica Terayon Communications Texas Instruments Toshiba Transpera Trigenix Verimatrix Verizon Vodafone Widevine Technologies Wireless Test Systems ZTE Corporation 報告簡介The year 2007 has so far proven difficult for US technology giant, Qualcomm, having spawned consecutive setbacks in its IPR battles with chipmaker Broadcom and mobile phone manufacturer Nokia. However, focusing purely on such divisive issues detracts from the essence of Qualcomm as a first class innovator and exponent of wireless communications which now underpin the modern world. With a long-term vision the company has reminded investors of its confidence in the future with an announcement of significant share repurchases totalling $1.1 billion in just the last two months. Many believe the company is undervalued. The myriad lawsuits and complaints coming at the company from the likes of Ericsson, Texas Instruments, and Nokia have kept a significant amount of risk priced into the stock. The global impact of Qualcomm is becoming ever more apparent as mobile operators around the world implement its CDMA technology in the form of CDMA2000 and WCDMA (UMTS). In the near future, the introduction of 3.5G HSPA and CDMA 1xEVDO Revs A and B will provide increased bandwidth to mobile devices, enabling an extensive range of broadband multimedia content and interactive applications. Should those Qualcomm-sourced 3.5G technologies gain global market acceptance by 2012, the door to 4G technologies such as OFDM/OFDMA, LTE and UMB will be opened in the world's consumer markets. Predictably, Qualcomm already has a stake in all those 4G technologies by virtue of a series of shrewd acquisitions and in-house R&D. By 2012, visiongain expects that close to 90% of the world's mobile 5.3 billion subscribers will communicate wirelessly using technology originally developed by Qualcomm. So exactly how is Qualcomm working towards shaping the future of mobile communications? And equally as relevant, how did Qualcomm gain its technological hegemony over commercial air interfaces for wireless communications by 2006? This brand new report will tell you. Central to the spread of these advanced radio technologies is the Qualcomm business model, a factor which turned the company from making a record $578million loss in 2001 to a profit of $360million by September 2002. Underpinned by key assets in the form of intellectual property in a range of wireless and multimedia technologies, the Qualcomm business model has first and foremost delivered profits, but also crucially helped shape a complex multi-player wireless ecosystem. In a further development to its business model, the San Diego-based chipmaker is also manoeuvring into the new realm of Mobile TV through its MediaFLO platform. So what lies behind Qualcomm, the company whose impact increasingly resonates throughout the global telecoms landscape?
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