This article by Marc Plumb goes into some detail about HTC's profits, and how they relate to the release of a new OS (Windows Mobile 2003), but here's the juicy part of article:
"HTC is expected to have several new products in production soon, including a new iPAQ Pocket PCs for HP, an upgraded XDA possibly for mmO2, a CDMA version of XDA, codenamed Falcon, and the upgraded SPV/SPV e100 Microsoft Smartphone. It is rumored it will have a clamshell design, smartphone with built-in camera by the end of the year as well.
HTC’s design experience with Microsoft smartphones has been with the Texas Instruments (TI) OMAP platform. The OMAP platform was more mature and faster to bring to market than Intel’s competing design. However, it does not have nearly as much processing power as the new smartphones using Intel’s XScale solutions, such as those currently being developed by Mitac International, Asustek Computer and Wistron.
In the OMAP 510 design, used in the SPV smartphone, the processor must contend with the modem for external memory. For new applications such as streaming video, there may not be enough horsepower for a reliable stream. The OMAP platform also comes bundled with the TI Comdat GPRS radio stack, which is rumored to be the cause of some of the network latency problems with earlier SPVs."
HTC June Sales up 53% On-Month
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