2005 4 27 imaiken1@ide.go.jp
PC 2
400 350 300 250 200 20 130 150 150 100 50 0 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 3
2004 10 China Mobile China Unicom GSM 2.14 CDMA 0.87 0.26 GSM Global System for Mobile Communications 100 CDMA Code Division Multiple Access CCID 4
25,000 20,000 15,000 10,000 5,000 40.0 : 2 3,345 34.6 35.0 30.0 : 1 4,600 25.0 20.0 15.0 6,530 10.0 5.0 2,215 0 1998 1999 2000 2001 2002 2003 2004 0.0, Gartner 5
10,000 9,000 8,000 7,000 6,000 80.0 70.0 60.0 50.0 5,000 4,000 3,000 2,000 1,000 40.0 30.0 20.0 10.0 0 1998 1999 2000 2001 2002 2003 0.0 6
2004 GSM CDMA 11 1 GSM 6 11 CDMA 6 1 23 13 10 2 2004 8 2 1999 7
1 100% 80% 60.0 45.0 51.9 60% 40% 94.7 89.6 78.9 1999 20% 40.0 55.0 48.1 0% 21.1 5.3 10.4 1999 2000 2001 2002 2003 2004 2003 8
ODM ODM ODM/OEM 9
2 1999 2000 2001 2002 2003 04'/1-10 Motorola 39.4 35.4 29.3 25.6 9.3 14.8 Nokia 32.3 25.1 22.3 17.6 11.2 17.0 Siemens 6.0 8.1 9.7 4.5 2.4 n.a. Ericsson 6.4 9.2 6.5 n.a. 1.3 3.9 Samsung n.a. n.a. n.a. 5.5 n.a. 8.3 Phillips n.a. n.a. n.a. 2.3 n.a. 2.8 Bird --- 3.2 6.4 8.5 13.2 7.8 TCL --- 1.0 3.0 8.1 11.2 6.8 Amoi n.a. n.a. n.a. 2.5 n.a. 4.6 Eastcom n.a. n.a. n.a. 2.6 n.a. n.a. Kejian n.a. n.a. n.a. 2.6 n.a. n.a. Konka n.a. n.a. n.a. n.a. 5.5 3.9 [ 10 n.a. n.a. n.a. 79.7 n.a. 73.6 Ericsson 2004 Sony-Ericsson 1999 2001 2003 2002 2004 1-10 CCID. 10
2004 12 GSM CDMA SINO-MR 1 Nokia 17.2 11 Philips 2.6 2 Motorola 15.1 11 DBTEL 2.6 3 Samsung 10.9 13 Hai-er 2.2 4 Bird 6.7 14 Lenovo 2.0 5 TCL 4.2 14 CECT 2.0 6 Sony-Ericsson 4.1 16 NEC 1.7 7 Amoi 3.9 17 Panasonic 1.5 8 IG 3.9 18 Capitel 1.4 9 Konka 3.2 18 Eastcom 1.4 10 ZTE 3.0 20 Siemens 1.3 10 72.2 20 90.9 21.0 28.0 1) 2) CCID 21 2005 2 7 11
12 1 2 3 4 Bird Konka TCL Hisence Hai-er Huawei Capitel Eastcom Panda Soutec Kejian * ZTE Amoi Lenovo CECT 15 Dopod UT-Starcom
3 1 Bird 1992 1998 Motorola 2 1998 Sagem cf. 2004 Siemens Siemens 2003 Motorola 1? Sagem. 2004? 13
3 2 TCL MBO 1999 ODM 2004 Alcatel TCL-Alcatel 55 2004 14
3 3 ZTE 1985 Huawei 2002 GSM CDMA LSI. 25% PHS UTStarcom 2 15
SIM 40 700 ex. 16
K 2004 9 17
1 GSM 2004 18
2 TCL 2004 8-9 19
3 TCL Wavecom 1999 GSM Motorola 2002 GPRS ADI/TTP 2002? Ericsson 2002? TCL 2004 9 20
2004 1 32 38 71 141 3 13 48 64 14 23 26 63 TCL 2 3 32 37 15 20 12 47 4 4 27 35 2 9 7 18 0 1 11 12 3 3 6 12 0 3 6 9? 国 産権 産権発 国専 状 2004 4 21
TCL 3G 3 SCM 22
1 3 CDMA 2 GSM 2 23
3,000 ODM LSI, 24
Samsung Dopod 1.5% 5.9% LG 2.0% 2.0% NEC 3.7% Siemens Sony- Ericsson Nokia 16.4% Samsung Panasonic 19.3% 3.8% NEC 2005 3 Panasonic Motorola 18.1% 1.1% Nokia 26.4% 25
Panasonic 2004 7 SMS 69 600 700 A-101 26
3G 27
3G WCDMA CDMA2000 TD-SCDMA Siemens TD-SCDMA 3G TD-SCDMA TD-SCDMA ex. Siemens TD-SCDMA 7 3G WCDMA+CDMA2000 28
1 2004 1-9 400 29
2 TCL and/or UT-Starcom ex. TCL Alcatel ex. UT-Starcom Hyundai Syscomm Audiovox ex. Philips CDMA? cf. ODM Penrose, E., The Theory of the Growth of the Firm, 1959 30
1995 1998 1999 2000 2001 2002 2003 560 1,136 1,505 2,162 2,946 2,878 3,511 R&D 0.4% 1.8% 1.5% 1.8% 2.4% 2.5% 2.2% 9,899 24,985 27,446 32,221 37,978 37,155 39,715 38 211 408 570 969 1,880 2,621. 31
IT 2004 2005 ASEAN PC 2005 3 2005 32