InStat/MDR: Cellular base stations sales are falling

Over the period from 2002 to 2007, BTS semiconductor revenue is forecast to drop from just
under $2.3 billion in 2003 to just under $1.6 billion in 2007, a
Compound Annual Growth Rate (CAGR) of ?8.8%. Of the various technologies, deployments of W-CDMA base stations
are growing at a good rate, and semiconductor revenue is growing at a
CAGR of more than 16%. In an otherwise bleak market, this is one glimmer
of light. TDMA is a technology without a long-term future. Any carrier
worldwide that hasn?t started a transition path away from the technology
will likely do so within the next few years. The typical migration path
from TDMA is GSM, but a large number of carriers are transitioning from
TDMA to CDMA as well.