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Connecting the Dots from Around the World
􀂄 Updated Global Technology Supply Chain Handbook – We have updated our
Global Technology Supply Chain Handbook to include several enhancements
including additional bill of material product teardowns (iPhone 5, Nokia Lumia, New
iPad mini, Kindle Fire HD, Samsung Galaxy 4S, Microsoft Surface), comparison of
new vs. old Apple suppliers, 3D Printing and more companies (206 total companies
now included; +28% increase y/y). The Handbook serves as a reference guide
enabling investors to gauge the impact of incremental data points as related to
specific companies within key technology sectors. Global Supply Chain diagrams
provide a high level overview of a company’s supply chain by mapping “upstream”
suppliers and “downstream” customers of a specific company. With these
diagrams, investors can connect the dots to see how data from one or more
companies can affect others.
􀂄 This publication includes:
– Proprietary sector overview charts, key product teardowns/bill of materials
analysis and placemats from Citi technology analysts globally
– Supply Chain charts with key suppliers, customers, competitors, geographic
exposure, operating segments for 206 companies
􀂄 Industries covered include:
􀂄 Equipment/Components:
– Semiconductor Equipment
– Semiconductor Foundry
– Semiconductors (Analog Semiconductor, Memory: DRAM & NAND)
– Glass Substarate
– Flat Panel Display
– Cover Glass
– Connectors
􀂄 Hub:
– Electronic Manufacturing Services
– Distribution
􀂄 End Products:
– Handsets
– PC & Tablets
– Enterprise Storage
– TV’s
– Set Top Boxes
– Gaming Consoles
– Networking & Telecommunications Equipment
– Printing & 3D printing
– Automotive/Aerospace
– Solar
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