This issue needs to be on the companies' radar screen, ... They need to proactively prepare for this.

We put it down to the three Cs: Nokia was weak in color, camera and clamshell, which were the three boom areas in 2003 and early 2004. It was quite a way behind the curve on those.

Nokia and Motorola will own this segment.

A more powerful SIM card can be a double-edged sword. On the one hand, it's good for the carriers because it gives them more control, since they control what goes on their SIM. But it also shifts some of the cost from the handset makers to the carriers.

Booming demand in the southern hemisphere, in India and Africa, drove global mobile phone sales.

[In late 2003, Nokia started losing ground to its rivals after failing to gauge the popularity of folding phones and models with cameras and other new features.] We put it down to the three Cs: Nokia was weak in color, camera and clamshell, which were the three boom areas in 2003 and early 2004, ... It was quite a way behind the curve on those.

There is evidence to suggest that consumers will be interested in 3.5G services, ... The fact that it offers data speeds that are comparable to fixed-broadband means that consumers are more likely to want it. 3.5G will also appeal to those who are interested in music and gaming and it will also lead to new applications such as Mobile TV.

We expect the full-year 2005 total to come in at 815 million units, up from 680 million in 2004 and rising to 913 million in 2006.