Question-and-Answer Session
Operator
(Operator Instructions) Our first question comes from James Faucette from Pacific Crest.
James Faucette - Pacific Crest Securities
Thank you very much. Sanjay, I guess my questions primarily are to you. It sounds like while the chipset mix was a little better than you had expected in the March quarter, do you expect it be similar then for the June quarter and then decline a bit in the December quarter. I’m wondering how we should think about what the puts and takes are that are driving ASPs right now and how much variance would this be potentially in that ASP. And then my second question—I guess, part of that, I’m just wondering when we should start to think about timing of contributions from incremental products like GLO B, Snapdragon, and QST? Thank you very much.
Sanjay K. Jha Ph.D.
Hi, this is Sanjay Jha. I think, as you say, this quarter we saw increase in both low end and emerging market chipsets demand but also we saw [inaudible]—not completely [inaudible]—our ASP was down 4%--but slightly higher than expected increase in our higher-tiered products and we expect a similar mix—similar factors will prevail in the June quarter. In the September quarter I think that a couple of things may occur. One of them is anticipated greater demand for low-end wide-band CDMA chips. Part of the reason why we have invested heavily in the low end, ever since 6246 with integrated RFC solution as well as our QSC 6240 is to drive faster migration from GSM to CDMA. And we anticipate that that will occur but nonetheless that will have some impact on our overall ASP.
In terms of GLO B, we will see first devices launching in June time frame but we expect the majority of the volume shipment probably has minimal impact in this fiscal year but most of the financial implication of GLO B shipment actually comes in fiscal 2009 because we will only have one quarter of shipments, a few models, in this year.
James Faucette - Pacific Crest Securities
And I guess just a follow up on that then, Sanjay, is that when we look at fiscal year 2009, I mean, is there something we should be thinking about in like 5 million-7 million units a quarter, or could it be more substantial than that? For GLO B.
Sanjay K. Jha Ph.D.
As you know, five laptop manufacturers have adopted it and most of them are thinking about using GLO B initially for their enterprise devices. We, of course, are working diligently with them to ensure that we can deliver consumer-grade laptops with GLO B embedded in them, also. So at this point, I don’t think we have clarity as to exactly what the shipment there will be. But the traction has been very good so far.
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