台湾KGI(凱基)證券のアナリストであるKuo, Mingchi(郭明錤)氏は、2012年10月23日に発表されるとみられる「iPad mini」の影響をまとめたレポート「Big trends for a little device(小東西,大趨勢:iPad mini背後的蘋果布)」を、2012年10月19日に発行した。

 その中から特に興味深いと考えられる、推定サプライヤー・リストをKuo氏の了承を得て紹介する。本記事の筆者は、新方式となるタッチパネルのサプライヤー(ITOスパッタ、パターニング、OCA(光学粘着剤))に関して別ルートで情報を得ていたが、その内容はKuo氏の推定と同じである。

カテゴリ 部材/担当プロセス サプライヤー(割当量)
Touch panel Cover glass (Mother glass) Corning (100%)
Cover glass (Cutting to piece) Lensone (50%), G-Tech (40%), Fuji Crystal (10%)
OCA Threebond (100%)
COP (Touch sensor material) Zeon (100%)
Touch ITO sputter Nitto (100%)
Touch ITO pattern Nissha (100%)
Touch module (Full lamination) TPK (100%)
LED Toyoda Gosei (60%), Nichia (40%)
Light bar LG Innotek (50%), TSMT (35%), GBM (15%)
BLU (Backlight unit) Coretronic(50%), Radiant (50%)
Driver IC LGE (70%), Novatek (30%)
TFT-LCD LGD (75%), AUO (25%)
Touch panel (Air bonding) Pegatron (55%), Hon-Hai (45%)
Logic board Application processor Samsung (100%)
Application processor substrate SEMCO (40%), Ibiden (30%), Kinsus (30%)
Wi-Fi chip Broadcom (100%)
Wi-Fi module Murata (100%)
NAND Flash Toshiba (45%), Micron (35%), Samsung (20%)
LPDDR Hynix (40%), Elpida (40%), Samsung (20%)
Touch controller Broadcom & TI (100%)
Gyroscope STMicron (100%)
GPS Broadcom (100%)
Baseband (including transceiver and PMIC) Qualcomm (100%)
Baseband substrate Kinsus (100%)
Antenna Amphenol (100%)
PA Avago (40%), Skyworks (40%), Triquint (20%)
Audio codec chip Circus (100%)
Acoustic AAC (65%), Knowles (35%)
Crystal Epson (40%), TXC (30%), NDK (20%), Rakon (5%), Kyocera (5%)
PMIC Dialog (100%)
PCB AT&S (25%), Unimicron (25%), Compeq (25%), Ibiden (25%)
FPC Career (25%), Flexium (25%), ZDT (25%), MFLEX (15%), MEKTEC (10%)
Connector IPex (25%), JAE (25%), Hon-Hai (25%), Cheng-Uei (25%)
EMI shielding Laird (100%)
Mechanical Casing Foxconn Tech (40%), Ri-Teng (30%), Catcher (30%)
Button Hon-Hai (100%)
Battery Battery cell ATL (30%), Sony (30%), Sanyo (20%), Lishen (20%)
Battery PMIC TI (100%)
Battery pack Simplo (50%), Dynapack (50%)
Camera Front & rear camera sensor OV (100%)
Blue glass for Front & rear camera Asahi (100%)
Front camera lens Genius (60%), Largan (35%), Kantatsu (5%)
Front CCM Hon-Hai (40%), Cowell (30%), Primax (30%)
Rear camera lens Genius (60%), Largan (40%)
Rear camera VCM Mitsumi (100%)
Rear CCM LG Innotek (60%), Sharp (40%)
Box content Lightning USB cable Hon-Hai (55%), Cheng-Uei (45%)
Box, adapter & documents Hon-Hai (100%)
Assembly EMS Pegatron (55%), Hon-Hai (45%)