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Global and China Tablet PC Industry Chain Report, 2010-2011

NEW YORK July 27, 2011

Global and China Tablet PC Industry Chain Report, 2010-2011

http://www.reportlinker.com/p0575187/Global-and-China-Tablet-PC-Industry-Chain-Report-2010-2011.html#utm_source=prnewswire&utm_medium=pr&utm_campaign=Personal_

An overwhelming majority of tablet PC can be regarded as large-version smart phones with the hardware structure very similar to the smart phone. The tablet PC not only grabs the market space of netbook, but also muscles in low-end notebook market. However, tablet PC lags far behind high-and medium-end notebook in terms of performance, especially when it comes to document processing and gaming. In reality, table PC takes no consideration of large-scale gaming and document processing in design.

The tablet PC is composed of four categories of components, namely, active component, passive component, functional component and structural component.

The passive components mainly include resistance, inductance, capacitance and crystal oscillator which are 100% SMDs, namely, CHIP-R, CHIP-L and MLCC. Among these, MLCC occupies a lion’s share of the cost, which is usually provided by Murata, TDK, Yageo and SEMCO.

USD35 USD50-55

The structural components consist of case, structure and PCB. Only a few manufacturers worldwide have the ability to produce light and thin tablet PC cases, including Foxconntech and Catcher, which meet the requirement of possessing over 8,000 sets of CNC machine tools, with huge investment and an entry threshold higher than that of GPU.

The biggest beneficiaries from the tablet PC market are touch screen manufacturers such as TPK which saw multiplied growth in revenue and profit, followed by RAM manufacturers such as Elpida specializing in the production of Mobile DDR DRAM. The tablet PC requires large capacity of Mobile DDR DRAM, generally 2GB, while mobile phone generally adopts 512MB-1GB.

USD1.239 billion USD200 million

USD15-20 USD10-15 China

In the case filed, Catcher, a favorite of iPad Like manufacturers, is expected to increase its revenue by 55% in 2011.

However, being a partner of iPad2 doesn’t necessarily mean success. Simplo offers 60% of iPad2 batteries, but it needs to purchase CELL from Samsung SDI, LG Chem and Sanyo. The gross margin of iPad2 battery is lower than that of traditional notebook batteries, causing the decline in gross margin of Simplo in 2011.

Taiwan USD150

Unlike its equivalents, HTC dips its toes in all the links of tablet PC industry, but the shipment is small and the prices are high. Additionally, Samsung possesses powerful vertical industry chain resource, and can offer key raw materials of tablet PC, including LCD Panel, GPU, MEMORY, MLCC, etc. Therefore, Samsung is the only manufacturer that can compete with Apple.

Table of Contents

1. Profile of Tablet PC

1.1 Overview of Tablet PC

1.2 iPad2

1.3 iPad2 BOM

1.4 Samsung Galaxy Tab

1.5 Samsung Galaxy Tab BOM

2. Tablet PC Market and Industry

2.1 Global Tablet PC Market Scale

2.2 Tablet PC Industry Chain

2.3 Tablet PC Processor

3. Enterprises in the Tablet PC Industry Chain

3.1 Tablet PC Assembly and ODM

Hon Hai

3.3 RF – Skyworks

3.4 RF – Triquint

3.5 Baseband – Qualcomm

3.6 GPU – Nvidia

3.7 GPU – TI

3.8 Chassis – Foxconntech

3.9 Chassis – Catcher

3.10 Lens – Largan

3.11 Lens – GSEO

3.12 FPCB – FLEXIUM

3.13 FPCB – CAREER

3.14 FPCB – M-FLEX

3.15 FPCB – Mektron

3.15.1 MEKTEC Manufacturing Corporation (Zhuhai) Ltd.

3.15.2 MEKTEC Manufacturing Corporation (Suzhou) Ltd.

3.16 FPCB – FUJIKURA

3.16.1 Fujikura Electronics Shanghai Ltd.

3.16.2 Fujikura Electronics Wuxi Ltd.

3.17 Touch Panel – TPK

3.18 Touch Panel – Youngfast

3.19 Touch Panel – Wintek

3.20 Touch Panel – Jtouch

3.21 Touch Sensor – Sintek Photronic

3.22 Touch Sensor – Cando

3.23 LCD Panel – LG DISPLAY

3.24 LCD Panel – SMD

3.25 LCD Panel – TMD

3.26 Battery – Simplo

3.27 Battery – Dynapack

Selected Charts

Cost Structure of iPad2

Cost Structure of Samsung Galaxy Tab

Shipment of Netbook, iPad, Tablet PC, 2008-2012

Market Occupancy of Major Tablet PC Processor Manufacturers, 2011

Supply Relationship of Tablet PC Processors, 2011

Hon Hai

Hon Hai

Revenue and Gross Margin of SKYWORKS, FY2002-FY2010

Expenditures of SKYWORKS, FY2007-FY2010

Revenue and Operating Margin of SKYWORKS, FY2009Q2-FY2011Q2

Revenue of SKYWORKS by Region, FY2005-FY2010

Revenue of SKYWORKS by Customer, FY2007-FY2010

Revenue and Gross Margin of TRIQUNIT, 2001-2010

Revenue of TRIQUNIT by Business, 2005-2010

Revenue from Mobile Phone Business of TRIQUINT by Mode, 2005-2010

6-Inch GaAs Capacity of Oregon,2009Q1-2011Q4

Scheduling of TRIQUINT’s Texas Plant, 2010Q1-2012Q4

GaAs Capacity of TRIQUINT’s Texas Plant, 2009Q1-2011Q4

BAW Capacity of TRIQUINT’s Texas Plant, 2009Q1-2011Q4

Florida Plant

FLIP CHIP Capacity of TRIQUINT’s Costa Rica Plant, 2009Q1-2011Q4

Revenue and Gross Margin of Qualcomm, FY2000-FY2010

QCT Revenue and EBT Margin, 2008Q1-2011Q1

MSM Chipset Shipment of Qualcomm, 2007Q1-2011Q1

Customer Distribution of Qualcomm, 2010

Revenue and Operating Margin of NVIDIA, FY2005-FY2011

Revenue of NVIDIA by Region, FY2008-FY2011

Revenue of NVIDIA by Division, FY2008-FY2011

Roadmap of TEGRA

Revenue of TI by Product, 2007-2010

Operating Profit of TI by Product, 2007-2010

Revenue of TI by Region, 2008-2010

Revenue from Wireless Division of TI by Product, 2008Q1-2010

Products Using OMAP3610/20/30 and OMAP4430

Block Diagram of OMAP44X

Typical Application of OMAP44X

Block Diagram of OMAP5430

Revenue and Operating Margin of Foxconntech, 2004-2010

Monthly Income of Foxconntech, May 2009-May 2011

Revenue of Foxconntech by Product, 2010Q1-2011Q4

Revenue and Operating Margin of Catcher, 2001-2011

Revenue of Catcher, May 2009-May 2011

Revenue and Gross Margin of GSEO, 2005-2011

Revenue and Operating Margin of GSEO, 2005-2011

Revenue of GSEO by Pixel, 2009-2011

Shipment of GSEO by Pixel, 2009-2011

Revenue of GSEO, May 2009-May 2011

Revenue of GSEO by Pixel, 2009Q1-2010Q2

Revenue and Gross Margin of FLEXIUM, 2002-2011

Revenue and Operating Margin of FLEXIUM, 2002-2011

Revenue and Annual Growth Rate of FLEXIUM, Jan.2010-Mar.2011

Revenue of FLEXIUM by Downstream Application, 2009-2011

Revenue and Operating Margin of CAREER, 2003-2011

Revenue and Annual Growth Rate of CAREER, May 2009-May 2011

Revenue and Operating Profit of M-FLEX, FY2004-FY2010

Revenue and Gross Margin of M-FLEX, 2009Q1-2011Q1

Customer Structure of M-FLEX, FY2006-FY2010

Revenue of M-FLEX by Region, FY2006-FY2009

Revenue and Operating Profit of NOK, FY2006-FY2011

Revenue of NOK by Product, FY2006-FY2011

Revenue of NOK by Region, FY2010-FY2011

Revenue from FPC Business Division of MEKTRON by Region, FY2010-FY2011

Revenue and Operating Profit of MEKTRON Manufacturing Corporation (Zhuhai), 2004-2010

Revenue and Operating Profit of FUJIKURA, FY2004-FY2011

Revenue of FUJIKURA by Division, FY2007-FY2011

Operating Profit of FUJIKURA by Division, FY2007-FY2011

Revenue from Electronics & Auto Division of FUJIKURA by Product, FY2007-FY2011

Revenue from FPC Division of FUJIKURA, 2009Q2-2011Q1

Shanghai

Revenue and Operating Profit of FUJIKURA (Wuxi), 2006-2010

TPK Organizational Chart

Relationship between TPK Holding and its Affiliated Companies

Shareholder Structure of TPK Holding

Revenue and Gross Margin of TPK Holding, 2007-2012

Revenue and Operating Margin of TPK Holding, 2007-2012

Revenue, Gross Margin and Operating Margin of TPK, 2010Q1-2011Q4

Touch Screen Sales Volume and Gross Margin of TPK Holding, 2007-2010

Customer Distribution of TPK Holding, 2008-2009

Customer Distribution of TPK Holding,2010

Revenue and Operating Margin of Youngfast, 2005-2011

Revenue of Youngfast, May 2009-May 2011

Revenue of Youngfast by Product Technology, 2010Q1-2011Q4

Distribution of Youngfast Plants

Revenue of Youngfast by Customer, 2010

Revenue and Gross Margin of Wintek, 2003-2011

Revenue and Operating Margin of Wintek, 2003-2011

Revenue of Wintek, May 2009-May 2011

Global Distribution of Wintek

Revenue of Wintek by Product, 2006-2011

Customer Structure of Wintek, 2009-2010

Capacitive Touch Screen Capacity of Wintek

Cover Glass Capacity of Wintek

ATT Structure of Wintek

ATT Process Flow of Wintek

Wintek ATT vs. Traditional Capacitive G/G Touch Screen

Revenue and Operating Margin of Jtouch, 2006-2011

Revenue of Jtouch by Region, 2008-2010

Revenue of Jtouch by Product Technology, 2010-2011

Revenue of Jtouch by Customer, 2010

Revenue and Operating Margin of Sintek Photronic, 2004-2011

Revenue of Sintek Photronic, May 2009-May 2011

Revenue and Operating Profit of Cando, 2004-2011

Revenue of Cando, May 2009-May 2011

Revenue and Gross Margin of LG DISPLAY, 2002-2010

Revenue and Operating Margin of LG DISPLAY, 2002-2010

Revenue, Operating Margin and Gross Margin of LG DISPLAY by Quarter, 2009Q1-2011Q1

Shipment and Average Price of LG DISPLAY by Quarter, 2009Q1-2011Q1

Downstream Application of LG DISPLAY by Quarter, 2009Q1-2011Q1

Revenue and EBITDA of SMD, 2009-2013

Revenue and Operating Margin of SMD by Quarter, 2009Q1-2011Q1

Shipment and Average Selling Price of SMD, 2009Q1-2011Q1

Revenue of SMD by Product, 2010Q1-2011Q2

Revenue and Gross Margin of Simplo, 2000-2010

Laptop Battery Shipment and Global Market Occupancy of Simplo, 1999-2011E

Laptop Battery Shipment and Average Price of Simplo, 2001-2009

Revenue of Simplo, May 2009-May 2011

Market Occupancy of Leading Laptop Battery Module Manufacturers Worldwide, 2010

Revenue and Gross Margin of Dynapack, 2002-2010

Revenue of Dynapack, May 2009-May 2011

Shipment of Major Tablet PC Brands Worldwide, 2011-2012

China

Profile of 7 Branches Affiliated to Qualcomm

Financial Situation of Major Subsidiaries of Qualcomm, 2008-2010

Chip Shipment and Market Occupancy of Qualcomm, 2002-2010

Features of QSD8250/QSD8650/MSM8255/MSM8655/MSM8260/MSM8660/QSD8272/QSD8672

Profile of MSM6245/MSM6246/QSC6240

Profile of MSM6260/QSC6270/MSM6280

Profile of MSM62990/QSC6295

Profile of MSM7200A/MSM7225/MSM7227

Profile of MSM7230/QSD8250/MSM8255/MSM8260

Profile of QSD8250A/QSD8672

Products Employing TEGRA

Key Features of OMAP4430 and 4460

Key Features of OMAP5430 and 5432

Average Price of Mobile Phone Camera, 2009-2011

Shipment of Mobile Phone, Tablet PC FPCB of FLEXIUM, 2010Q1-2011Q4

FPCB Engineering Capability of FLEXIUM

Financial Data of three Chinese Mainland Subsidiaries of CAREER, 2009

Financial Data of three Chinese Mainland Subsidiaries of CAREER, 2007-2008

Revenue of M-FELX by Country, FY2006-FY2010

Operating Profit of M-FELX by Region, FY2006-FY2010

Proportion of Revenue from Sony Ericsson and MOTO of M-FLEX, FY2006-FY2008

Financial Situation of MFLEX Suzhou, 2004-2009

Capacity, Output, Output Value and Sales Volume of Touch Screen of TPK Holding, 2008-2010

Output and Capacity Utilization of Touch Screen of Youngfast, 2008-2010

Capacity and Output of Touch Screen of Jtouch, 2008-2010

Capacities of Sintek Photronic by Plant

Small-and Medium-Sized Products of LG DISPLAY

Products of SMD

Revenue of TMD, FY2003-FY2010

TFT-LCD Panel Production Line of TMDisplay

To order this report:

Personal Computer and Server Industry : Global and China Tablet PC Industry Chain Report, 2010-2011

Personal Computer and Server Business News

Market Research Report

Company Profile, SWOT and Revenue Analysis!

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SOURCE Reportlinker

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