The Mobile Internet Report Key Themes*

3G Growth Still Concentrated in Developed Markets –
USA Surpassed Japan to Become Largest Market in CQ1:09
CQ2:09 3G 3G 3G Sub Growth
3G Net Adds % of Global 2G +3G Implied 2G Net
Rank Country Subs (000) Penetration CQ2 Net Adds Y/Y Q/Q Y/Y Growth %of 3G Subs 3G Net Adds Net Adds (000) Adds (Losses) (000)
1 USA 103,110 37% 6,599 55% 7% 21% 6% 18% 3,207 -3,392
2 Japan 94,813 87 2,987 16 3 -10 3 8 1,002 -1,985
3 South Korea 33,849 71 1,973 24 6 -26 6 5 839 -1,135
4 Italy 26,773 33 784 21 3 328 3 2 -1,660 -2,444
5 UK 21,711 29 1,844 52 9 29 8 5 269 -1,575
6 Germany 20,408 20 1,603 43 9 -7 8 4 147 -1,456
7 Spain 20,192 38 1,394 47 7 -18 7 4 411 -983
8 France 14,337 25 1,314 75 10 62 9 4 831 -483
9 Australia 12,689 52 923 41 8 -16 7 3 700 -223
10 Indonesia 11,994 9 1,195 71 11 -2 10 3 1,639 444
11 Poland 11,821 27 1,293 93 12 48 11 4 414 -880
12 Taiwan 6,719 27 777 94 13 33 12 2 483 -294
13 Malaysia 6,276 22 805 151 15 24 13 2 351 -454
14 Brazil 5,730 4 1,720 481 43 -853 30 5 6,101 4,381
15 South Africa 5,413 11 568 101 12 73 10 2 1,292 724
16 Russia 5,224 3 1,418 426 37 75 27 4 6,678 5,259
17 Portugal 4,973 33 307 31 7 33 6 1 155 -152
18 Saudi Arabia 4,498 14 514 47 13 150 11 1 2,698 2,184
19 Sweden 4,382 37 248 35 6 -31 6 1 57 -191
20 Canada 4,309 20 649 75 18 228 15 2 307 -342
21 Netherlands 4,133 22 324 38 8 42 8 1 278 -45
22 Austria 3,949 37 356 53 10 41 9 1 123 -233
23 Romania 3,914 14 346 65 10 50 9 1 684 338
24 Israel 3,629 39 358 50 11 30 10 1 110 -248
25 Greece 3,155 17 372 134 13 94 12 1 471 99
26 Egypt 2,904 6 364 103 14 145 13 1 3,809 3,445
27 Hong Kong 2,777 28 163 23 6 -5 6 0 178 15
28 Singapore 2,739 41 136 28 5 -37 5 0 106 -30
29 UAE 2,684 26 106 19 4 0 4 0 76 -31
30 Philippines 2,617 4 199 59 8 -22 8 1 1,772 1,573
Top 30 451,723 25% 31,640 44% 8% 23% 7% 88% 33,527 1,887
Global 484,974 11% 36,130 46% 8% 29% 7% 100% 142,704 106,574
Note: *Informa reports a slightly lower global 3G subscriptions and penetration level vs. Ovum due to the exclusion of 4G and the use of 81
different sources. 3G includes CDMA 1x EV-DO and Rev. A / B, WCDMA, HSPA; Source: Informa WCIS+, Morgan Stanley Research.