Adding CDMA increases iPhone addressable market by 16 percent

Now that NYT and WSJ were both tipped off about the coming of a CDMA iPhone, I think it’s a safe bet. Is this significant? What is the CDMA addressable market?

Here is a chart showing  for the “CDMA 3G” subscribers (source: CDMA Development Group.)

(includes CDMA2000 1X, 1xEV-DO Rel. 0 & 1xEV-DO Rev. A )

Here are the data for various subsets.

• CDMA2000 543 Million includes CDMA2000 1X & 1xEV-DO
• CDMA2000 1xEV-DO 145 Million includes CDMA2000 1xEV-DO only
• CDMA 547 Million includes cdmaOne, CDMA2000 1X & 1xEV-DO (includes non-3G)

For comparison, the GSM data for Q2 2009 is:

• GSM 3,450, Million
• WCDMA 256 Million
• WCDMA HSPA 133 Million

It would be safe to assume that the iPhone will be able to address 543 Million additional users.  They represent about 13% of all mobile subscribers but the increase in addressable base is about 16%.