2009年11月韩国手机行业2010年展望

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【出版时间及名称】：2009年11月韩国手机行业2010年展望
        【作者】：SHINHAN证券
        【文件格式】：pdf
        【页数】：46
        【目录或简介】：
2010 outlook : Smartphones are the name
of the game
Handset market review for 2009 and outlook for 2010 Global handset
shipments for 2009 are expected to contract 8% YoY to 1.1bn units amid
weak consumption in the wake of the global economic downturn. The
handset market is forecast to recover in 2010, rising 10% YoY to 1.21bn
units. Global handset demand is forecast to rise to 1.35bn units in 2012,
boosted by strong demand growth in Asia, especially India.
Korean handset makers perform strongly The handset market shares of
Samsung Electronics and LG Electronics are estimated to have reached 21%
and 11%, respectively, in 3Q09. Nokia maintained its No. 1 position, while
Motorola and Sony Ericsson reported 4.7% and 4.9% market share declines,
respectively. Korean handset makers performed strongly in terms of
shipment growth, but in revenue and operating profit margins, Apple, RIM,
and HTC outperformed, backed by strength in profitable smartphone
shipments.
A full-scale smartphone war expected in 2010 RIM’s Blackberry, a
smartphone stalwart, and Appl’s iPhone, which drives the popularization of
smartphones, are increasingly challenged by HTC, Nokia, Motorola and Palm
as well as Samsung Electronics and LG Electronics. Add to that, PC makers
including Dell and Asus are poised to jump into the smartphone market with
their own mobile PCs. In the domestic market, smartphone demand has
been relatively weak, but the share of smartphones is expected to start
rising in 2010, fuelled by the launch of iPhone and wireless Internet
infrastructure upgrades.
Touch screen is a hot trend in smartphone technology Handset makers
are increasingly rolling out handsets equipped with touch screens. Nearly
70% of smartphones now employ touch screens. Touch screen phones
supporting full browsing, mouse function, superb UI (User Interface), and
multi-touch features are expected to grow strongly with the expansion of
the market for high-end phones and smart phones. We initiate our coverage
on the handset sector with a BUY rating. Our sector top picks are DigiTech
System (091690 KS, fair value W40,000), ELK (094190 KS, fair value
W31,000), and Tovis (051360 KS, fair value W12,000).

Contents
1. 2009 handset market review & outlook for 2010
3
2. Market analysis
1) Asia plus emerging countries
2) Western European market
3) North American market
4) Advanced markets to see qualitative expansion, emerging markets to
see quantitative growth
6
3. Samsung & LG the winner?
14
4. Smartphone is the next big thing
1) Definition of a smartphone and market trends
2) Mobile OS market share trend and outlook
3) Google's Android expected to lead the OS market in the future
4) The secret to iPhone's appeal
5) App Store?
6) Outlook for the domestic smartphone market
16
5. Touch comes natural
1) Touch screen handsets’ share on the rise
2) Why touch screen?
3) The anatomy of a touch screen
4) Touch panel technology trends
5) Touch screen market breakdown and market shares trend
28
Top picks
DigiTech Systems (091690 KS, BUY, Fair Value W40,000)
ELK (094190 KS, BUY, Fair Value W31,000)
Tovis (051360 KS, BUY, Fair Value W12,000)
40

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关键词：手机行业 respectively Increasingly Quantitative Electronics 行业 展望 韩国 手机

真便宜 呵呵 没兴趣了
很想鄙视高丽的东西 看棒子就烦  可是哈韩的人多……

你没有就不要在这里装B，鄙视你这样的人！

这明显是在炒币么~

炒什么币啊~~缺德