【出版时间及名称】:2010年2月亚洲手机行业研究报告
【作者】:汇丰银行
【文件格式】:pdf
【页数】:72
【目录或简介】:
Smartphones at growth
inflection point 4
Growth has resumed 4
Smartphones will dominate 4
Supply chain to benefit 6
Battle of the OS:
Android growing fast 8
Android is the fastest-growing smartphone OS 8
Other Open OS losing momentum 9
QCOM’s new OS (BMP) unlikely to become significant 10
Android OS: Brands vs white-box 11
Increasing fragmentation due to open nature of Android OS 11
Crowded market for brands 13
An opportunity for white-box makers 14
China: Smartphones tied to
pace of 3G rollout 15
Slower than expected ramp up of 3G in China 15
3G: Chinese handset makers focus on where subsidies go 15
2G: cheap smartphones fail to replace “smart” feature phones 16
Spreadtrum stands to benefit most from TD-SCDMA 17
Company profiles 19
MediaTek (2454.TW) 20
Spreadtrum (SPRD.O) 25
HTC Corp (2498.TW) 30
Foxconn International (2038.HK) 35
Compal Communications (8078.TW) 39
AAC Acoustic (2018.HK) 43
Merry Electronics (2439.TW) 48
Largan Precision (3008.TW) 53
Silitech Technology (3311.TW) 59
Disclosure appendix 65
Disclaimer 68
Contents