2008 BU3 Competitor Benchmarking & Analysis

Arimacomm BU3 Product Planning July 29,2008

Arima Communications Confidential The above information is subject to change without further notification

Agenda

BU3 Product Segment Definition

Product Analysis For Each Vendor

BU3 Product Segment Definition-1

STEP1

Classified by group first

Music/Video/Gaming/Imaging & Ringtones

Basic portfolio selection criteria

Camera (ex: AF/Optical Zoom/Face recognition ) Radio/Broadcast TV

Consumer-oriented
CB

Multimedia

3rd party application

3D UI interface
Mobile Internet

Mobile Office

Organization

PIM (ex: Outlook/Calendar/Phonebook /BCR)

BC

PC synchronization
Messaging (Text/MMS/IM/ Voice Messaging)

Communication Connectivity

BC BC

Business-oriented

E-mail//Push e-mail Wi-Fi/ Bluetooth/TV out/USB/Infrared Gate GPS/AGPS

Information

Web Browsing

BC

Broadcast
Touch screen

CB BC
3

Form Factor
Full QWERTY

BU3 Product Segment Definition-2

STEP2

Each group can divide into different level !

Tech Spec.

Category Criteria Price CPU Data Basic Item LCM Camera built-in memory Premium level 1000 =600MHZ >=3.5G HSDPA >3.5 inch+ WVGA =300MPAF (it depends) Bigger is better! High-end Level $700~$1000 400MHZ HSDPA/HSUPA VGA/WVGA 300MPAF YES (like 4/8GB) Middle Level $400~$700 300MHZ 3G~3.5G QVGA 200MPAF NO Entry Level $400 300MHZ 2.5G QVGA 200 MP NO

BU3 Product Segment Definition-3

STEP3

Matrix segment initiative!

Business-oriented Consumer-oriented

Premium Level >$1000

Focus on communication ,connectivity, productivity [ex: office applications, IM and e-mail services, cell phone functionality and web access. Note: ID design-watch out input method

Focus on multimedia and social networking. (ex: music/video/game/album/mobile internet) Note: ID design- more slim and show personality

High-end Level $700~1000

Middle Level $400~$700 Entry Level <$400

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Agenda

BU3 Product Segment Definition

Product Analysis For Each Vendor

HTC current product roadmap(2007~2008)

2007 Q1 Touch 2007 Q2 2007 Q3 2007 Q4 Touch Dual 2008 Q1 Touch Cruise 2008 Q2 Touch Cruise P3651 2008 Q3 Touch Diamond 2008 Q4 Touch pro

Consumeroriented

WM6 pro 2.8 QVGA 2.5 G 200MHZ 2MP WLAN 802.11b/g BT 2.0(A2DP) Direct Push Mail HTC Touch FLO $464

WM6 pro 2.6 QVGA 3.5 G (3.6Mbps) 400MHZ 2MP No Wi-Fi BT 2.0 (A2DP) Camera Album HTC Touch FLO $650

WM6 pro 2.8 QVGA 3.5 G (3.6Mbps) 400MHZ 3MP+AF+ video calling 802.11b/g GPS $810

$760
Same as Touch Cruise $760

WM6 .1 pro 2.8 VGA 3.5G(7.2Mbps) 528MHZ N/A 3.2MP+AF 802.11b/g Touch FLO 3D Opera Browser Built-in 4GB/GPS $800

S710(vox)

S630

Kaiser (TyTN II)

WM 6 PRO 3.6 Mbps HSDPA 400 MHz 2.8 QVGA 3 MP AF GPS/ Wi-Fi Tilt up Push mail $729

S730(wing 100)
WM6 Standard + QWERTY 400 MHZ 2.4 inch QVGA 3.5G + WiFi 2MP Wi-Fi 802.11 b/g Push mail OutlookPC Sync $570

Business -oriented
First WM6 standard OS no 3G 2.4 " QVGA 201 MHz 128 MB ROM / 64 MB RAM 2MP CMOS BT2.0+A2DP

First WM6 standard OS 3G 2.4 " QVGA 400 MHZ 2MP

P6500

X7510 Advantage
WM6 PRO 624 MHZ 3 M AF 5" large VGA 16GB (with miniSD slot), BT/WiFi/USB/GPS WM player 10 TV-OUT $1299.99
$1299.99

Omni

WM6 Pro 3.6 Mbps HSDPA 3.5" display 3 M AF 2D barcode/BCR/ Fingerprint $999

Windows Mobile 6.0 OS UMTS/HSDPA connectivity WVGA 4 800480 px display, subdisplay TV and VGA out 256 ROM, 1280 RAM and microSD memory card slot Wi-Fi b/g, USB and Bluetooth connectivity GPS/A-GPS Full QWERTY keyboard Dimensions: 130 x 81 x16 mm

First UMPC HSDPA 3.6Mbps / EDGE / GPRS/7 inch WVGA Windows Vista Business/SnapVUE UI Intel Stealey A110 800MHz + ICH7U 400MHz 1GB RAM+ 64 MB+128 MB ROM+1.8 40 GB Direct Push Email VGA out Wi-Fi 80.211 b/g

Shift

Continued

From Consumer-Oriented View

2007 Q1 2007 Q2 2007 Q3 2007 Q4 2008 Q1 2008 Q2 2008 Q3 2008 Q4

High-end Level $700~1000

Touch Cruise

Follower strategy

WM6 pro 2.8 QVGA 3.5 G (3.6Mbps) 400MHZ 3MP+AF+ video calling 802.11b/g GPS

Touch Cruise P3651

Touch Diamond

Touch pro

$810
$800

$760
Same as Touch Cruise

Middle Level $400~$700

Touch
$464

WM6 pro 2.6 QVGA 3.5 G (3.6Mbps) 400MHZ 2MP No Wi-Fi BT 2.0 (A2DP) Camera Album HTC Touch FLO

Touch Dual
$654

WM6 pro 2.8 VGA 3.5G(7.2Mbps) 528MHZ 3.2MP+AF 802.11b/g Touch FLO 3D Opera Browser Built-in 4GB/GPS

N/A

See if missing!
Entry Level <$400
WM6 pro 2.8 QVGA 2.5 G 200MHZ 2MP WLAN 802.11b/g BT 2.0(A2DP) Direct Push Mail HTC Touch FLO

Findings: Keep hot feature (ex: GPS) Improve user operating experience and input type constantly! (EX: mobile Internet browsing experiences) Friendly application support (YoutubeGoogle Map)
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From Business-Oriented View

2007 Q1 2007 Q2 2007 Q3 2007 Q4 2008 Q1
WM6 PRO 624 MHZ 3 M AF 5" large VGA 16GB (with miniSD slot), BT/WiFi/USB/GPS WM player 10 TV-OUT $1299.99

2008 Q2

2008 Q3

2008 Q4 Omni

X7510 Advantage

Premium Level >$1000

P6500
WM6 Pro 3.6 Mbps HSDPA 3.5" display 3 M AF 2D barcode/BCR/ Fingerprint $999

Windows Mobile 6.0 OS UMTS/HSDPA connectivity WVGA 4 800480 px display, subdisplay TV and VGA out 256 ROM, 1280 RAM and microSD memory card slot Wi-Fi b/g, USB and Bluetooth connectivity GPS/A-GPS Full QWERTY keyboard Dimensions: 130 x 81 x16 mm

High-end Level $700~1000

Kaiser (TyTN II)

WM 6 PRO 3.6 Mbps HSDPA 400 MHz 2.8 QVGA 3 MP AF GPS/ Wi-Fi Tilt up Push mail $729

See if missing! Based on WM pro

HTC P3470 WM PRO GPRS / EDGE 200 MHz 256 MB ROM / 128 MB RAM 2MP BT 2.0 +EDR USB 2.0 GPS NO Wi-Fi/3G $510

S630 CAVALIER

Middle Level $400~$700

S710(vox)
First WM6 standard OS 3G 2.4 " QVGA 400 MHZ 2MP $499

S730(wing 100)

Entry Level <$400

First WM6 standard OS no 3G 2.4 " QVGA 201 MHz 128 MB ROM / 64 MB RAM 2MP CMOS BT2.0+A2DP $433

WM6 Standard + QWERTY 400 MHZ 2.4 inch QVGA 3.5G + WiFi 2MP Wi-Fi 802.11 b/g Push mail OutlookPC Sync $570

See if missing! Based on WM standard

Key Findings: Basic business-like model come to a standstill temporality and develop more powerful models. Seems to find out another product lineup compete with MID.

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From Consumer-Oriented View

2007 Q1 2007 Q2 2007 Q3 2007 Q4 2008 Q1 2008 Q2 2008 Q3 2008 Q4

First BlackBerry with touch-sensitive screen BlackBerry Thunder

ETL: 2009

High-end Level

BlackBerry Javelin

BlackBerry KickStart
$700~1000
OS 4.6 Quad-band GSM/GPRS/EDGE SureType 2MP HeadPhone Jack (3.5mm) Wi-Fi b/g

Pearl series : mainstream consumer market

Middle Level $400~$700 Pearl 8110 Pearl 8120

"Large screen family"

* QWERTY keyboard * 480360 LCD * EV-DO Rev. A * aGPS * 3.2 megapixel camera * 4.7 OS platform * BES 5.0 support (HTML email, etc) * Qualcomm MSM7600 processor

Entry Level <$400

BlackBerry OS NO 3G 240 x 260 pixels 2M MP BT Wi-Fi
BlackBerry OS NO 3G 240 x 260 pixels 2M MP BT NO Wi-Fi video recording

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From Business-Oriented View

2007 Q1 2007 Q2 2007 Q3 2007 Q4 2008 Q1 2008 Q2 2008 Q3 2008 Q4

Premium Level >$1000

Bold series : new series<high-end Blackberry >

The successor of the 8800, the 9000 evolves the design, but is a

real revolution software-wise. It runs on similar, yet much different software with animations.

Bold 9000
Blackberry OS 4.6 half-VGA (480x320 pixel) HSDPA GPS/Wi-Fi 1GB of on-board memory Email, web browsing,PIM 3G

High-end Level $700~1000 8800 series: Corporate Market (no camera)

8820 8800 Middle Level $400~$700

$499 $549
Curve 8300

Curve 8330

8830
$599

$599
Curve 8310

Curve 8320

$570

$544

CDMA Trackball 2 MP BlackBerry Maps Video Recording

Entry Level <$400

2-MP BT media player No Wi-Fi No 3G No GPS

2-MP BT media player No Wi-Fi No 3G GPS BlackBerry Maps

2-MP BT media player Wi-Fi No 3G GPS BlackBerry Maps

Curve series : aimed at small business owners

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From Business-Oriented View

2007 Q1 2007 Q2 2007 Q3 2007 Q4 2008 Q1 2008 Q2 2008 Q3 2008 Q4

Premium Level >$1000 Treo 850w High-end Level $700~1000 Treo 755p Tro 750 (HTC Cheetah) Middle Level $400~$700 WM5 $529 Treo 500v $499 $570 Treo 800w (Drucker)

$500 Palm Wanda

WM 6.1 Pro CDMA/EVDO 32bit TI OMAP 2420, 330MHz 64MiB RAM/256MiB ROM 2.5" TFT(320x320) GPS

$360

Entry Level <$400

first Treo without touch-screen WM6 Standard OS QVGA QWERTY keyboard GPRS/EDGE/UMTS

powered by WM 6.1 * form factor: fixed QWERTY display without touch-screen * replacement for the Treo 500v * 320x240 display (no touch-screen) * 2 MP camera 16 * GPS

From Consumer-Oriented View

2007 Q1 2007 Q2 2007 Q3 2007 Q4 2008 Q1 2008 Q2 2008 Q3 2008 Q4

High-end Level $700~1000

Palm's smallest and lightest smartphone. Designed for individuals and traditional mobile phone users looking for a better way to manage their professional and social lives, it has a modern, stylish look that feels comfortable in the hand

Middle Level $400~$700

Centro
GPRS / EDGE PalmOS by Access 5.4.9 OS

Entry Level <$400

128MB ROM / 64MB RAM Intel PXA270 312MHz 1.3 MP 4GB MicroSD Bluetooth 1.2

$399

SWDocuments to Go pro 10VersaMail 4.0Google MapsHotSyncBlazer browser Microsoft Direct Push Mail Pocket Tunes CJK OS(chinese version)

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From Consumer-Oriented View

2007 Q1 2007 Q2 2007 Q3 2007 Q4 2008 Q1 2008 Q2 2008 Q3 2008 Q4

High-end Level $700~1000

S60 v3.1 HSDPA / EDGE / GPRS 2.8" QVGA N95 8GB 5MP camera US WiFi, GPS/AGPS TV-out N-Gage NO memery slot

N96 $767

$839
S60 v3.2 3.6 Mbps HSDPA 2.8" display 5MP camera WiFi, GPS/AGPS

DVB-H for digital TV

N82

Middle Level $400~$700

S60 v3.1 HSDPA / WCDMA / GSM 2.6" QVGA 5MP(Carl Zeiss Lens) WiFi, GPS/AGPS TV-out/ UPNP Java MIDP 2.0 N-Gage

N95

$578 N81 8GB $526

$639

N78

$544

N81
$439

HSDPA(3.6 MbpsEDGEGPRS Symbian S60 EmailPOP3IMAP4SMTPSMS MMS 5MP(Carl Zeiss Tessar)

N77 N76

TV-OUTUPnP

MP3 / AAC / eAAC / eAAC+ / WMA / M4A

Entry Level <$400

$367 $348

S60 v3.2 3.6 Mbps HSDPA 2.4" QVGA 3.2MP camera WiFi, GPS/AGPS

MPEG4AVC/H.264H.263RV GPS(AGPS) Nokia Maps WLAN 802.11b/g

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From Business-Oriented View

2007 Q1 2007 Q2 2007 Q3 2007 Q4 2008 Q1 2008 Q2 2008 Q3 2008 Q4

Premium Level >$1000

E90 750

High-end Level $700~1000

750
Quad-band GSM(DGE and UMTS/HSDPA ) large QVGA outer 800x352 internal display, 3.2 megapixel camera, WiFi, VoIP, GPS, BT 2.0, FM

E71
OS 9.2/S60 v3.1 2.36 QVGA 3.2 MP AF Push to talk PDF/VOIP GPS

Middle Level $400~$700 Corporate Market

E66 630

Entry Level <$400

E65 $322

E61i $385

E51

400

Symbian 9.1 / S60 3.0

BT 1.2 / WLAN / USB 2.0

PDF reader / Nokia Office Tools / ZIP Manager Nokia Browser SMS / MMS / IM

Symbian 9.1 / S60 3.0 MP3 / ACC Push to Talk WAP / GPRS / EGPRS / WLAN SMS / MMS / EMS / EMAIL / IM

GSM/ WCDMA (HSDPA 3.6 Mbps) S60 3.1 WLAN 802.11g H.264 (MPEG-4)3gppReal supported H.263 (3gpp)MPEG-4 BT 2.0 + EDR Push to Talk

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I series: for Smartphone

Design concept: Ultra MusicUltra Video Ultra SmartUltra Messaging

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From Consumer-Oriented View

2007 Q1 2007 Q2 2007 Q3 2007 Q4 2008 Q1 2008 Q2 2008 Q3 2008 Q4

Samsung Omnia Size Weight

High-end Level $700~1000

HTC Touch Diamond Samsung Omnia Apple iPhone 3G Samsung INNOV8(i8510) 102 x 51 x 11.35 mm 110 g GSM tri-band / WCDMA HSDPA 7.2 MbpsHSUPA
WM 6.1

112 x 56 x 12.5 mm 122 g GSM quad-band / WCDMA HSDPA 7.2 Mbps

115.5 x 62.1 x 12.3 mm

$price:? 133 g

GSM quad-band / WCDMA HSDPA 3.6 Mbps

S60 V3.2 HSDPA 7.2 Mbps Wii-Fi/GPS 2.8 QVGA 16M TFT LCD

Network

LCM
Middle Camera Level

3.2 inch 400 x 240HSDPA 7.2 Mbps 2.8 inch 640 x 480 pixels pixels WLAN 802.11 b/g 5MP+AF WLAN 802.11 b/g v v 8 GB / 16 GB microSDHC 2008 August US$790
5MP AF 624 MHz

3.5 inch 480 x 320 pixels

3MP+AF WLAN 802.11 b/g v v 4 GB n/a 2008 June US$787

Wi-Fi $400~$700 GPS FM storage

Entry memory card Level <$400

2MP QVGA 120 FPS / VGA 30 FPS (video record)

FM Radio with RDS DNSe 2.0

128 MB RAM/256 MB ROM 3.2" 400 x 240 TouchWiz GPS microSDHC

WLAN 802.11b/g v

8MP camera with

n/a # Auto-focus
# Face recognition # Smile & blink recognition # Auto panorama mode n/a # Geotagging # Dual-powered LED

8 GB / 16 GB

Launch date Price

2008 July

US$ 199 / 299 with contract

Samsung INNOV8 will be available in Europe from August 2008. 23

From Business-Oriented View

2007 Q1 2007 Q2 2007 Q3 2007 Q4 2008 Q1 2008 Q2 2008 Q3 2008 Q4

High-end Level $700~1000

Symbian OS 9.3 S60 v3.2 96RAM/128ROM 2.4" QVGA 3.6 Mbps HSDPA Push E-mailQuick office 3MP AF

SGH-i718

SGH-G810

SGH-i200 5MP SGH-i780 $600 SGH-i718 SPH-i640

Middle Level $400~$700

OS:WM5.0 CPU: 220MHz Display: 2.3" 320x240 pixel Memory: 64MiB RAM/28MiB ROM

$price:;?

SGH-i607 BlackJack
$460

$487

SGH-i617 BlackJack II

11.8mm Slim

SPH-i325 ACE

WM6.1 standard

$550
WM6.1 pro 3.6Mbps HSDPA / EDGE / GPRS 520 MHz 256MB ROM / 128MB RAM 2.55" 320 x 320 2MP (secondary VGA videocall camera) QWERTY Wi-Fi/BT2.0/ GPS

$490

HSDPA 3.6 Mbps 2.3 QVGA TFT 2MP

WM 5.0 PPC Phone 416MHz 2 MP MPEG4 / H.263 Pocket MSN HTML web browser BT2.0 EDR

$400
WM6.0 Standard WM 6 Standard GSM/HSDPA 260MHz 2MP first dual-mode WM6 Standard 416 MHz 64MB RAM/128MB ROM 2.3" 320x240 HSDPA 2.4" QVGA (320x240) 2MP USB/Bluetooth QWERTY/trackwheel

MMS/SMS/IM SGH-i550

Entry Level
SGH-I520

SGH-I400320x240 2.4"

<$400

QWERTY keypad / Front jog wheel 256 MB ROM / 128 MB RAM microSD slot Stereo Bluetooth 2.0 with EDR Built-in GPS

unique finger mouse

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From Business-Oriented View

2007 Q1 2007 Q2 2007 Q3 2007 Q4 2008 Q1 2008 Q2 2008 Q3 2008 Q4 WM6.1 3D UI

X610 High-end Level $700~1000

Ffirst 3G phone

X800
$823 EDGE

$800

X900

first 3.5G GPS PDA

M750 M800
$720

M810
$714
GSM/ WCDMA / HSDPA 2.8 VGA Touch screen Samsung S3C 6400 533 MHz

Middle Level $400~$700

X500

X500+
$700

X650

DX900

256 MB ROM / 128 MB RAM WM6.1 Pro SiRF Star III GPS WLAN / BT / USB 3.2 AF

X600
$499.99 $524.99 VGA

$599

Entry Level
<$400

WM6 pro 400 MHz $414 128MB ROM/64MB SDRAM BT2.0/Wi-Fi 2.8", 320 x 240 (QVGA)

First dual-SIM smartphone WM pro 6.1 3.5G HSDPA 2.8" VGA GPS(SiRF III) 3 MP AF

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From Consumer-Oriented View

2007 Q1 2007 Q2 2007 Q3 2007 Q4 2008 Q1 2008 Q2 2008 Q3 2008 Q4

High-end Level $700~1000 V 900

Middle Level $400~$700

GSM / WCDMA / HSDPA
2.8 inch VGA touch screen 3.2 MP AF Samsung S3C 6400 533 MHz 256 MB ROM / 128 MB RAM WM6.1 Pro DVB-T/HT-DMB/DAB SiRF Star III GPS WLAN / BT / USB

Entry Level
<$400

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LG Current SP Product Lineup

2007 Q1 2007 Q2 2007 Q3 2007 Q4 2008 Q1 2008 Q2 2008 Q3 2008 Q4

Consumeroriented

LG KS10

LG KS20
$652

$489

First Symbian PDA phone Symbian 9.2 S60 3.1 GPRS/HSDPA (1.8 Mbps) 2.4 ich 2MP AF
WM6 Pro

First WM6 PDA phone

3.6Mb HSDPA

256 MB Rom/128 MB Ram

GSM / EDGE / WCDMA / HSDPA WLAN 802.11 b/g 2MP MP3MP4WMAMIDI3GP office mobile

Business -oriented

SMSMMSEMSEmail
MP3AACAAC+WAViMelody MP43GPH.263 Google MapsGoogle SearchGmail NO Wi-Fi/Touchpanel/FM radio

Push mail
SMSMMS Java MIDP 2.0 USB 2.0BT FM radio

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Other Vendors

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Part 1-From Business-Oriented View

2007 Q1 2007 Q2 2007 Q3 2007 Q4 2008 Q1 2008 Q2 2008 Q3 2008 Q4
WM 6.0 standard 3G + HSDPA QVGA 2 Screen (external) + 2.6 WQVGA screen (internal) - 400240 TI TI2431 processor 450MHz 256 MB ROM / 64 MB RAM

Premium Level >$1000

GPRS / EDGE WM 6.0 2.6" 240x320 pixel TI OMAP 850 200MHz

Asus M930

3G HSDPA 2MP

High-end Level $700~1000 Asus P535

$638

64 MB SDRAM / 128 MB ROM SiFR Star III GPS Java SMSMMSEmailMSN USB1.1/BT1.2
WM 6 Pro HSDPA 3.6Mbps 520MHz 2.6" 480x640 pixel

Price:$???

Asus M536
Price:$???

Asus P560 Asus P750

QWERTY
WM6.1 pro 256MB ROM + 128 MB RAM TI 2431 450MHz + EMP U360 3MP+AF Wireless 802.11b+gBTGPS

Asus P530w
$446

Asus P527
$471

64MB RAM/256MB ROM

Middle Level $400~$700

GPS/Wi-Fi

USB 1.1BT 2.0

$560

WM 5.0 for Pocket PC Phone (AKU3) WM6 Standard Intel XScale 520 MHz SiRF Star III WLAN 802.11b/gBTUSB 3G Data GPRS 256MB ROM / 64MB RAM QWERTY Keypad Dual speaker Blackberry Connect Supported 64 MB SDRAM256 MB Nand Flash 520 Mhz CPU

Asus P320 Asus P550

$450
$497
WM 6.1 pro 3G 2.6 inch 2MP Wi-Fi 802.11 b/g 3G Data / GPRS USB 1.1 BT V2.0 WM6 Pro Marvell PXA270 520 MHz 256 MB ROM/64 MB RAM Wi-Fi 802.11b/g MP3MP4WAVWMV Java MIDP 2.0 USB 1.1 miniSD / miniSDHC SiRF III GPS

Price:$???

Entry Level <$400

Office Mobile Skype

Asus P527
$420

GSM WM6.0 200 MHz 128 MB ROM/64 MB RAM SiRF Star III 2MP+af 2.6 QVGA Touch screen BT / WiFi / USB

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Part2- From Consumer-Oriented View

2007 Q1 2007 Q2 2007 Q3 2007 Q4 2008 Q1 2008 Q2 2008 Q3 2008 Q4

Sony Ericsson XPERIA X1

High-end Level $700~1000
WM6.1 pro HSDPA 3.6Mbps 3.2MP AF AGPS Price:$???

Mio Leap G50

Middle Level $400~$700

WLANBTA2DP

Apple iPhone
With contract 4GB:USD$499 8GB:USD$599

Windows Media Player Mobile Exchangr ActiveSync FM radio

GSM QUAD BAND 2.8 QVGA touch screen 2MP

Apple iPhone 3G version

Samsung S3C 2443 - 400 M 64MB RAM/2GB ROM WM 6.1 Pro GPS MioMap 2008

Entry Level <$400

8GB:USD$199
16GB:USD$299

USB 2.0/BT V2.0

3.5GWi-FiGPS

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2007 Q1

2007 Q2

2007 Q3

2007 Q4

2008 Q1

2008 Q2

2008 Q3

2008 Q4

Premium Level >$1000

High-end Level $700~1000

Middle Level $400~$700

Entry Level <$400

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http://www.mobilook.com/Carriers.asp#4

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Backup Slide

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