In a research note, iSuppli Corp. said the ITC ban should impact about 4.2 million CDMA EV-DO and WCDMA mobile phones in 2007. That's about 4.4 percent of North American handset shipments in the second half and just 3.2 percent of worldwide 3G handset shipments, said Tina Teng, an analyst of wireless communications for iSuppli.

She added that only 11 mobile-phone models will be caught up in the ban this year, or about 0.9 percent of new phone model introductions for the year.

But some phone companies and chipmakers will be harmed more than others. iSuppli estimates that OEMs with the worst exposure, in order of degree, are No. 3 Samsung Electronics Co., No.5 LG Electronics and No.2 Motorola Inc.

Some chipmakers will also be impacted because they sell semiconductors, such as radio frequency and power-amplifier chips, into advanced phones. iSuppli highlighted TriQuint Semiconductor Inc., RF Micro Devices, Inc. and Anadigics Inc.

"The effect of the ban will not be reduced shipments — but rather lower Average Selling Prices, as wireless carriers are forced to push aging models that have lower price points, rather than more expensive latest-model EV-DO and WCDMA mobile phones," said Jagdish Rebello, director of wireless communications for iSuppli.

One of the unintended consequences of the ITC decision could flow to Apple Inc., which is due to release its new iPhone later this month. Some of the advanced 3G phones affected by the ban would have been competitors to the iPhone. Without them, it will ease the competitive pressure on the iPhone, iSuppli said.