2010年1月亚太科技行业研究报告

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【出版时间及名称】：2010年1月亚太科技行业研究报告
        【作者】：摩根斯坦利
        【文件格式】：PDF
        【页数】：102
        【目录或简介】：
Contents
Overview: From Stellar to Good...................................................................................................................................... 3
We have identified 10 key industry themes, which, in our opinion, will drive sub-sector and stock performance for the
next two years.
Smartphones: Who Benefits from the Mobile Internet Cycle? ...................................................................................... 23
Handsets: Korean Handsets to Dominate Global Market .............................................................................................. 31
DRAM: Widening Gap.................................................................................................................................................... 37
Taiwan System & PC Hardware: A Major PC Upgrade Cycle is Understated ............................................................. 43
Internet Media: Content is King .................................................................................................................................... 52
IT Services: Profitability Leverage: De-linking Revenue Growth from Employee Additions.......................................... 59
Solar: To Hit Grid Parity................................................................................................................................................. 67
Foundry: Widening Gap................................................................................................................................................ 76
LED: Lighting the Future................................................................................................................................................ 81
Software and IT Services: Chinese Companies to Make a Visible Dent...................................................................... 86

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