This IDC study examines the HSDPA evolution of the WCDMA/UMTS standard, specifically its effects on mobile device and semiconductor vendors.
"Carriers in certain regions, including Japan and Western Europe, plan to roll out HSDPA services in 2005. IDC's analysis shows that these rollouts are supply based, in that carriers are rolling out HSDPA because they can, and to keep up with competitive carriers, but that demand models are not yet there. Mobile device and especially semiconductor vendors, however, must be prepared to support HSDPA by 2006 at the latest to remain competitive." — Allen Leibovitch, program manager, IDC's Semiconductors program