JPM最新研究报告(iphone物流供应链)

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JPM最新研究报告-iPhone,_China,_the_US_and_the_Supply_Chain

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关键词：iphone 最新研究报告 IPHON Phone 最新研究 研究报告 供应链 物流 iphone JPM

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26页的报告
Table of Contents
Investment Conclusions..........................................................3
Key take-aways:...........................................................................................................3
US Telco conclusions ..................................................................................................3
China Telco Conclusions .............................................................................................4
Telco Equipment / Handset Conclusions .....................................................................5
United States: A Case Study ...................................................6
Impact on US Competition ..........................................................................................6
AT&T and iPhone Details .........................................................................................10
Verizon and iPhone Details .......................................................................................11
Other US Carriers ......................................................................................................13
New HSPA+ iPhone in mid-2011 could mitigate AT&T’s pain................................13
China: A Case Study ..............................................................14
iPhone Supply Chain: A Case Study ...................................20
Touch Panels:.............................................................................................................20
CPUs:.........................................................................................................................20
Other components:.....................................................................................................21
Implication for HTC and other smartphone brands. ..................................................21
Impact of CDMA and WCDMA iPhone on the supply chain...................................21
Key Beneficiaries:......................................................................................................22

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