Global and China Tablet PC Industry Chain Report,

Transcription

1 Global and China Tablet PC Industry Chain Report, Customer Service Hotline: Page 1 of 19

2 一 调研说明中商情报网全新发布的 Global and China Tablet PC Industry Chain Report, 主要依据国家统计局 国家发改委 商务部 中国海关 国务院发展研究中心 行业协会 工商 税务 海关 国内外相关刊物的基础信息以及行业研究单位等公布和提供的大量资料, 结合深入的市场调研资料, 由中商情报网的资深专家和研究人员的分析 首先, 报告对本行业的特征及国内外市场环境进行描述, 其次, 对本行业的上下游产业链, 市场供需状况及竞争格局等进行了细致的详尽剖析, 接着报告中列出数家该行业的重点企业, 并分析相关经营财务数据 最后, 对该行业未来的发展前景, 投资风险及投资策略给出科学的建议 本报告是行业生产 贸易 经销等企业在激烈的市场竞争中洞察市场先机, 根据市场需求及时调整经营策略, 为战略投资者选择恰当的投资时机和公司领导层做战略规划提供了准确的市场情报信息及科学的决策依据 报告名称 Global and China Tablet PC Industry Chain Report, 出版日期 Jul/2011 报告格式 PDF 电子版或纸介版 交付方式 发送或 EMS 快递 中文价格 印刷版 0 元 电子版 0 元 中文印刷版 + 电子版 0 元 订购热线 二 报告目录 Abstract : An overwhelming majority of tablet PC can be regarded as largeversion smart phones with the hardware structure very similar to the smart phone. The tablet PC not o nly grabs the market space of netbook, but also muscles in low- Customer Service Hotline: Page 2 of 19

3 end notebook market. However, tablet PC lags far behind high-and mediumend notebook in terms of performance, especially when it comes to document processing and gaming. In reality, table PC takes no consideration of large-scale gaming and document processing in design. The tablet PC is composed of four categories of components, namely, active component, passive comp onent, functional component and structural component. The passive components mainly include resistance, inductance, capacitance and crystal oscillator whic h are 100% SMDs, namely, CHIP-R, CHIP- L and MLCC. Among these, MLCC occupies a lion s share of the cost, which is usually provided by Murata, TDK, Yageo and SEMCO. The functional components comprise of LCD Panel, Touch Panel, battery and camera. It is often belie ved that Touch Panel is the most expensive, but it is not true. The fact is that LCD Panel and Touch Pa nel are laminated together and cannot be put into use separately. TPK and Wintek also ship products i n this way, so the prices of their products are relatively high. The LCD Panel of ipad 2 is priced at rou ghly USD35 while the Touch Panel amounts to USD50-55, approximately. It can be seen that Touch Panel is expected to cut down on cost substantially. The structural components consist of case, structure and PCB. Only a few manufacturers worldwide h ave the ability to produce light and thin tablet PC cases, including Foxconntech and Catcher, which m eet the requirement of possessing over 8,000 sets of CNC machine tools, with huge investment and an entry threshold higher than that of GPU. The biggest beneficiaries from the tablet PC market are touch screen manufacturers such as TPK whic h saw multiplied growth in revenue and profit, followed by RAM manufacturers such as Elpida specia lizing in the production of Mobile DDR DRAM. The tablet PC requires large capacity of Mobile DDR DRAM, generally 2GB, while mobile phone generally adopts 512MB-1GB. Another big winner in the tablet PC market comes to NAND makers. SSD has long been trying to sup ersede the hard disk drive of notebook, but hard disk drive has conspicuous advantages even in the fiel d of netbook. Generally speaking, all the tablet PCs employ SSD, resulting in soaring Toshiba and Sa msung shipments. In FY2011, NAND became the most lucrative business of Toshiba which realized t he operating profit of USD1.239 billion, roughly, among which, at least USD200 million was brought by ipad business. Moreover, FPCB manufacturers also benefit from the market. FPCB products are also applied at circui t connection parts and in touch screen of tablet PC. Each tablet PC needs FPCB valuing around USD1 5-20, much higher than that applied in the smart phone (USD10-15). In particular, Mektron and FLEXIUM are the largest gainers. For example, the operating profit of Mektron Manufacturing Corporation (Zhuhai) Ltd., a China- Customer Service Hotline: Page 3 of 19

4 based subsidiary of Mektron, increased 16.5 folds in In the case filed, Catcher, a favorite of ipad Like manufacturers, is expected to increase its revenue by 55% in However, being a partner of ipad2 doesn t necessarily mean success. Simplo offers 60% of ipad2 batt eries, but it needs to purchase CELL from Samsung SDI, LG Chem and Sanyo. The gross margin of ip ad2 battery is lower than that of traditional notebook batteries, causing the decline in gross margin of Simplo in Apple achieved very low cost of raw materials by means of huge procurement. Most ipad Like manuf acturers including HP, Dell, RIM and Lenovo outsource the tablet PC business to Taiwanbased ODMs, with the tablet PC design and supply chain management included. These ODM manufac turers all specialize in the notebook OEM business and aren t resourceful in the field of tablet PC. In t his sense, ipad Like manufacturers are likely to suffer losses even if their products prices are USD150 /set higher than that of the ipad2. Unlike its equivalents, HTC dips its toes in all the links of tablet PC industry, but the shipment is smal l and the prices are high. Additionally, Samsung possesses powerful vertical industry chain resource, a nd can offer key raw materials of tablet PC, including LCD Panel, GPU, MEMORY, MLCC, etc. Ther efore, Samsung is the only manufacturer that can compete with Apple. Table of Contents 1. Profile of Tablet PC 1.1 Overview of Tablet PC 1.2 ipad2 1.3 ipad2 BOM 1.4 Samsung Galaxy Tab 1.5 Samsung Galaxy Tab BOM 2. Tablet PC Market and Industry 2.1 Global Tablet PC Market Scale Customer Service Hotline: Page 4 of 19

5 2.2 Tablet PC Industry Chain 2.3 Tablet PC Processor 3. Enterprises in the Tablet PC Industry Chain 3.1 Tablet PC Assembly and ODM 3.2 Hon Hai 3.3 RF - Skyworks 3.4 RF - Triquint 3.5 Baseband - Qualcomm 3.6 GPU - Nvidia 3.7 GPU - TI 3.8 Chassis - Foxconntech 3.9 Chassis - Catcher 3.10 Lens - Largan 3.11 Lens - GSEO 3.12 FPCB - FLEXIUM 3.13 FPCB - CAREER 3.14 FPCB - M-FLEX 3.15 FPCB - Mektron Customer Service Hotline: Page 5 of 19

6 MEKTEC Manufacturing Corporation (Zhuhai) Ltd MEKTEC Manufacturing Corporation (Suzhou) Ltd FPCB - FUJIKURA Fujikura Electronics Shanghai Ltd Fujikura Electronics Wuxi Ltd Touch Panel - TPK 3.18 Touch Panel - Youngfast 3.19 Touch Panel - Wintek 3.20 Touch Panel - Jtouch 3.21 Touch Sensor - Sintek Photronic 3.22 Touch Sensor - Cando 3.23 LCD Panel - LG DISPLAY 3.24 LCD Panel - SMD 3.25 LCD Panel - TMD 3.26 Battery - Simplo 3.27 Battery - Dynapack Customer Service Hotline: Page 6 of 19

7 Figures & Tables Cost Structure of ipad2 Cost Structure of Samsung Galaxy Tab Shipment of Netbook, ipad, Tablet PC, Market Occupancy of Major Tablet PC Processor Manufacturers, 2011 Supply Relationship of Tablet PC Processors, 2011 Revenue and Operating Margin of Hon Hai, Revenue of Hon Hai, May 2009-May 2011 Revenue and Gross Margin of SKYWORKS, FY2002-FY2010 Expenditures of SKYWORKS, FY2007-FY2010 Revenue and Operating Margin of SKYWORKS, FY2009Q2-FY2011Q2 Revenue of SKYWORKS by Region, FY2005-FY2010 Revenue of SKYWORKS by Customer, FY2007-FY2010 Revenue and Gross Margin of TRIQUNIT, Revenue of TRIQUNIT by Business, Revenue from Mobile Phone Business of TRIQUINT by Mode, Inch GaAs Capacity of Oregon,2009Q1-2011Q4 Scheduling of TRIQUINT s Texas Plant, 2010Q1-2012Q4 Customer Service Hotline: Page 7 of 19

8 GaAs Capacity of TRIQUINT s Texas Plant, 2009Q1-2011Q4 BAW Capacity of TRIQUINT s Texas Plant, 2009Q1-2011Q4 FLSAW Capacity of TRIQUINT s Florida Plant, 2009Q1-2011Q4 FLIP CHIP Capacity of TRIQUINT s Costa Rica Plant, 2009Q1-2011Q4 Revenue and Gross Margin of Qualcomm, FY2000-FY2010 QCT Revenue and EBT Margin, 2008Q1-2011Q1 MSM Chipset Shipment of Qualcomm, 2007Q1-2011Q1 Customer Distribution of Qualcomm, 2010 Revenue and Operating Margin of NVIDIA, FY2005-FY2011 Revenue of NVIDIA by Region, FY2008-FY2011 Revenue of NVIDIA by Division, FY2008-FY2011 Roadmap of TEGRA Revenue of TI by Product, Operating Profit of TI by Product, Revenue of TI by Region, Revenue from Wireless Division of TI by Product, 2008Q Products Using OMAP3610/20/30 and OMAP4430 Customer Service Hotline: Page 8 of 19

9 Block Diagram of OMAP44X Typical Application of OMAP44X Block Diagram of OMAP5430 Revenue and Operating Margin of Foxconntech, Monthly Income of Foxconntech, May 2009-May 2011 Revenue of Foxconntech by Product, 2010Q1-2011Q4 Revenue and Operating Margin of Catcher, Revenue of Catcher, May 2009-May 2011 Revenue and Gross Margin of GSEO, Revenue and Operating Margin of GSEO, Revenue of GSEO by Pixel, Shipment of GSEO by Pixel, Revenue of GSEO, May 2009-May 2011 Revenue of GSEO by Pixel, 2009Q1-2010Q2 Revenue and Gross Margin of FLEXIUM, Revenue and Operating Margin of FLEXIUM, Revenue and Annual Growth Rate of FLEXIUM, Jan.2010-Mar.2011 Customer Service Hotline: Page 9 of 19

10 Revenue of FLEXIUM by Downstream Application, Revenue and Operating Margin of CAREER, Revenue and Annual Growth Rate of CAREER, May 2009-May 2011 Revenue and Operating Profit of M-FLEX, FY2004-FY2010 Revenue and Gross Margin of M-FLEX, 2009Q1-2011Q1 Customer Structure of M-FLEX, FY2006-FY2010 Revenue of M-FLEX by Region, FY2006-FY2009 Revenue and Operating Profit of NOK, FY2006-FY2011 Revenue of NOK by Product, FY2006-FY2011 Revenue of NOK by Region, FY2010-FY2011 Revenue from FPC Business Division of MEKTRON by Region, FY2010-FY2011 Revenue and Operating Profit of MEKTRON Manufacturing Corporation (Zhuhai), Revenue and Operating Profit of FUJIKURA, FY2004-FY2011 Revenue of FUJIKURA by Division, FY2007-FY2011 Operating Profit of FUJIKURA by Division, FY2007-FY2011 Customer Service Hotline: Page 10 of 19

11 Revenue from Electronics & Auto Division of FUJIKURA by Product, FY2007-FY2011 Revenue from FPC Division of FUJIKURA, 2009Q2-2011Q1 Revenue and Operating Profit of FUJIKURA (Shanghai), Revenue and Operating Profit of FUJIKURA (Wuxi), TPK Organizational Chart Relationship between TPK Holding and its Affiliated Companies Shareholder Structure of TPK Holding Revenue and Gross Margin of TPK Holding, Revenue and Operating Margin of TPK Holding, Revenue, Gross Margin and Operating Margin of TPK, 2010Q1-2011Q4 Touch Screen Sales Volume and Gross Margin of TPK Holding, Customer Distribution of TPK Holding, Customer Distribution of TPK Holding,2010 Revenue and Operating Margin of Youngfast, Revenue of Youngfast, May 2009-May 2011 Revenue of Youngfast by Product Technology, 2010Q1-2011Q4 Customer Service Hotline: Page 11 of 19

12 Distribution of Youngfast Plants Revenue of Youngfast by Customer, 2010 Revenue and Gross Margin of Wintek, Revenue and Operating Margin of Wintek, Revenue of Wintek, May 2009-May 2011 Global Distribution of Wintek Revenue of Wintek by Product, Customer Structure of Wintek, Capacitive Touch Screen Capacity of Wintek Cover Glass Capacity of Wintek ATT Structure of Wintek ATT Process Flow of Wintek Wintek ATT vs. Traditional Capacitive G/G Touch Screen Revenue and Operating Margin of Jtouch, Revenue of Jtouch by Region, Revenue of Jtouch by Product Technology, Revenue of Jtouch by Customer, 2010 Customer Service Hotline: Page 12 of 19

13 Revenue and Operating Margin of Sintek Photronic, Revenue of Sintek Photronic, May 2009-May 2011 Revenue and Operating Profit of Cando, Revenue of Cando, May 2009-May 2011 Revenue and Gross Margin of LG DISPLAY, Revenue and Operating Margin of LG DISPLAY, Revenue, Operating Margin and Gross Margin of LG DISPLAY by Quarter, 2009Q1-2011Q1 Shipment and Average Price of LG DISPLAY by Quarter, 2009Q1-2011Q1 Downstream Application of LG DISPLAY by Quarter, 2009Q1-2011Q1 Revenue and EBITDA of SMD, Revenue and Operating Margin of SMD by Quarter, 2009Q1-2011Q1 Shipment and Average Selling Price of SMD, 2009Q1-2011Q1 Revenue of SMD by Product, 2010Q1-2011Q2 Revenue and Gross Margin of Simplo, Laptop Battery Shipment and Global Market Occupancy of Simplo, E Customer Service Hotline: Page 13 of 19

14 Laptop Battery Shipment and Average Price of Simplo, Revenue of Simplo, May 2009-May 2011 Market Occupancy of Leading Laptop Battery Module Manufacturers Worldwide, 2010 Revenue and Gross Margin of Dynapack, Revenue of Dynapack, May 2009-May 2011 Shipment of Major Tablet PC Brands Worldwide, Status Quo of Tablet PC Processor in China Profile of 7 Branches Affiliated to Qualcomm Financial Situation of Major Subsidiaries of Qualcomm, Chip Shipment and Market Occupancy of Qualcomm, Features of QSD8250/QSD8650/MSM8255/MSM8655/MSM8260/MSM8660/QSD8272/QSD8672 Profile of MSM6245/MSM6246/QSC6240 Profile of MSM6260/QSC6270/MSM6280 Profile of MSM62990/QSC6295 Profile of MSM7200A/MSM7225/MSM7227 Customer Service Hotline: Page 14 of 19

15 Profile of MSM7230/QSD8250/MSM8255/MSM8260 Profile of QSD8250A/QSD8672 Products Employing TEGRA Key Features of OMAP4430 and 4460 Key Features of OMAP5430 and 5432 Average Price of Mobile Phone Camera, Shipment of Mobile Phone, Tablet PC FPCB of FLEXIUM, 2010Q1-2011Q4 FPCB Engineering Capability of FLEXIUM Financial Data of three Chinese Mainland Subsidiaries of CAREER, 2009 Financial Data of three Chinese Mainland Subsidiaries of CAREER, Revenue of M-FELX by Country, FY2006-FY2010 Operating Profit of M-FELX by Region, FY2006-FY2010 Proportion of Revenue from Sony Ericsson and MOTO of M-FLEX, FY2006-FY2008 Financial Situation of MFLEX Suzhou, Customer Service Hotline: Page 15 of 19

16 Capacity, Output, Output Value and Sales Volume of Touch Screen of TPK Holding, Output and Capacity Utilization of Touch Screen of Youngfast, Capacity and Output of Touch Screen of Jtouch, Capacities of Sintek Photronic by Plant Small-and Medium-Sized Products of LG DISPLAY Products of SMD Revenue of TMD, FY2003-FY2010 TFT-LCD Panel Production Line of TMDisplay 访问中商情报网 : 报告在线阅读 : 三 研究机构 中商情报网 ( 是中国行业市场研究咨询 市场调研咨询 企业上市 IP O 咨询及并购重组决策咨询 项目可行性报告 项目商业计划书 项目投资咨询等专业的服务机构 致力于为企业中高层管理人员 企事业发展研究部门人员 市场研究人士 咨询行业人士 投资银行专家 个人投资者等提供各行业丰富翔实的市场研究报告和商业竞争情报数据 ; 为国内外的行业企业 研究机构 社会团体和政府部门提供专业的行业市场研究 商业分析 投资咨询 兼并重组决策及战略咨询服务 Customer Service Hotline: Page 16 of 19

17 中商情报网从创建之初就矢志成为中国专业的商业信息收集 研究 传播的资讯情报服务机构, 通过多年的积累中商情报网已经构建了包括政府部门 行业协会 专业调查公司 自有调查网络等多种渠道 多层面的数据来源 ; 建立起上百个行业及企业的庞大商业情报数据库 ; 并形成了多十种专业研究分析模型和研究方法 ; 中商情报网始终坚持研究的独立性和公正性, 其研究结论和研究数据广泛被媒体采用 目前公司与国家相关数据部门 行业协会等权威机构建立了良好的合作关系, 同时与多家国际著名咨询服务机构建立了战略伙伴关系 并与国内外众多基金公司 证券公司 PE VC 机构 律师事务所 会计师事务所结成战略合作伙伴 公司还拥有近 10 多年来对各行业追踪研究的海量信息数据积累 建立了多种海量数据库, 分为 : 宏观经济数据库, 行业月度财务数据库, 产品产量数据库, 产业进出口数据库, 企业财务数据库等 并将这些数据及时更新与核实 可以保证数据的全面 权威 公正 客观 多年来, 中商情报网为上万家企业事业提供了专业的投资咨询 信息咨询及研究报告服务, 并 得到客户的广泛认可 ; 我们坚信您也可以从中商情报网提供的资讯产品中洞察商业潜在的价值 和风险, 提高您的决策支持效率 中商情报网管理团队和中商情报网的战略合伙人一直致力于为客户提供高价值的企业咨询服务 解决方案 服务研究咨询项目咨询投行咨询专项咨询竞争情况调研数据库咨询 内容行业研究报告 行业投资咨询报告 市场调查项目计划 可行性研究 价值分析 风险分析 商业计划书 项目融资 资金申请 资产评估 政府项目立项 产业园区规划咨询 PE 及 VC 投资咨询 IPO 咨询消费者研究 渠道研究 营销咨询 管理咨询 市场进入策略咨询竞争对手调研及监测 竞争策略研究 竞争环境研究 监测 企业战略研究 市场营销 / 促销策略分析 合作伙伴调研中国行业财务数据库 中国企业财务数据库 产品进出口数据库 Customer Service Hotline: Page 17 of 19

18 中商情报网在调查工作中能够很好的借助国家部办委 行业协会等部门的资源为客户提供服务 ; 高层访谈的执行能力, 能够访问国家各个部委为企业提供全方位的政策导向 行业规划 ; 多年来针对工业领域的企业及用户调研的庞大数据库资源, 历史数据和企业 用户数据非常丰 福 国内权威市场研究公司, 具有行业内良好知名度 拥有多项自主开发的研究模型及专项咨询产品, 提供专业化的 市场研究整体解决方案 由国际专家和本土行业专家组成的资深项目团队, 为客户提供精准的研究服务 权威数据采集渠道, 持续 10 年的数据监测,7 年的国内市场研究经验, 超过 1000 多个市场研究案例 中商情报网订购单回执表 单位名称 联系人 地址 邮编 部门 联系电话 手机 传真 报告名称 : Global and China Tablet PC Industry Chain Report, 报告格式 : PDF 电子版或印刷版 付款方式 : 银行 邮局 支票 其他 定购数量 : 份 请选择报告版本 : 1. PDF 电子版 0 元 / 份 Customer Service Hotline: Page 18 of 19

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