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%) |