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J.P.Morgan -- 股票研究--硬件行业 Handbook
Tech Hardware Supply ChainAn institutional investor’s handbook to the Global Technology Hardware （Asia Pacific Equity Research, 2009 Sixth Annual Edition） 资料非常的详实，包括产业链每个环节的分析，和每个环节里面的所有相关公司的分析和财务数据。因为是手册形式，所以非常的全和详细。最有价值的是里面完整的行业和公司数据。 文件大小： 10.7 mb 页数: 718 Table of Contents Introduction ..............................................................................2 Part 1: Industry and Product Analysis...................6 Computing ................................................................................7 PC.......................................................................................................82 Broadband ........................................................................................52 Wireless networking..............................................................................................62 Communications ....................................................................74 Wireless Handsets ......................................................................................75 Wireless handset radio technologies....................................................................122 VOIP ........................................................................................1 Video Conferencing ..........................................................................................137 Consumer Electronics .........................................................144 Displays...............................................................................................148 IPTV....................................................................................................172 Game Consoles.......................................................................................187 DVD.................................................................................................201 Digital Still Camera.............................................................................................210 Energy Efficient Technologies ............................................223 Electronic Paper ..................................................................................................225 Solar Cells ........................................................................................231 Electric Vehicle and Battery................................................................................253 Light Emitting Diode...........................................................................................269 Semiconductors ...................................................................294 Semi manufacturing Equipment ..........................................................................295 Foundry ................................................................................................330 IC packaging and Testing....................................................................................339 Part 2: Company Information ..............................346 Semiconductors ...................................................................347 IC IDM.................................................................................................348 Memory .................................................................................................372 IC Fabless.....................................................................................379 IC Foundry .........................................................................................412 IC Assembly & Test ......................................................................................417 Semiconductor Equipment ...........................................................................425 Semiconductors Materials ............................................................................457 Components .........................................................................462 PC Handset Components...............................................................................463 Display Components ...................................................................................478 Passive Components....................................................................................485 HDD Components ........................................................................................496 Optical Components ....................................................................................499 Diversified Components.................................................................................503 PCB Substracts.........................................................................................515 Connectors.............................................................................................530 Power Supply ...........................................................................................534 Display...................................................................................538 Display Panels ........................................................................................539 LED...................................................................................................549 Display Monitors.......................................................................................554 EMS/ODM ..............................................................................557 Handset EMS/ODM .................................................................................558 PC ODM 56 Diversified EMS..................................................................................570 Storage ..................................................................................584 HDD.................................................................................591 Optical Disc..........................................................................594 OEM.......................................................................................597 Handset OEM.........................................................................598 PC OEM.............................................................................604 Consumer Electronics..............................................................611 Diversified IT .............................................................................623 Solar Chain ...........................................................................638 Printers and Imaging............................................................649 Applied Technologies ..........................................................661 Automobiles Electronics .....................................................669 Telecom Equipment .............................................................672 Distribution 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