美林证券手机报告

Handset-0709-ML handbookHandset Component Industry

Industry Overview
Equity | Asia-Pacific | Electronics 28 September 2007

A handbook for handset food chain
Daniel Kim, CFA >> +852 2536 3443

module supplier categories in the handset chain Ten We have compiled available data on handset supply chain into a single report and
have also provided a handset food chain excel toolkit with detailed figures. Our approach reflects a major industry trend towards modularization, which is in turn an integral part of handset OEMs’ platform strategy. The entire supply chain is reorganized into module suppliers instead of standalone component vendors to save costs/time and to shorten time-to-market.

Research Analyst Merrill Lynch (Hong Kong) daniel_kim@ml.com

Tony Tseng >>
Research Analyst Merrill Lynch (Taiwan) tony_tseng@m