台湾KGI证券分析师公布iPad mini供应商

作者： TouchScreen 时间：2012-10-26 源于：技术在线总点击：

【导读】：台湾凯基（KGI）证券分析师郭明錤（Kuo, Mingchi）于2012年10月19日发布了一篇报告《小东西，大趋势：iPad mini背后的苹果布》（Big trends for a little device），其中总结了预计将在2012年10月23日发布的“iPad mini”将会带来的影响。

北京时间10月26日消息，中国触摸屏网讯，台湾凯基（KGI）证券分析师郭明錤（Kuo, Mingchi）于2012年10月19日发布了一篇报告《小东西，大趋势：iPad mini背后的苹果布》（Big trends for a little device），其中总结了预计将在2012年10月23日发布的“iPad mini”将会带来的影响。

本文来自：http://www.51touch.com/touchscreen/news/dynamic/201210/26-17924.html

　　笔者获得郭明錤分析师的允许，在本文中向大家介绍其报告中尤其让人感兴趣的推测供应商名单。关于新方式触摸面板的供应商（ITO溅射、图案化、OCA光学胶方面），笔者已从其他渠道得到了信息，其内容与郭明錤的推测相同。

部件类型	部材及负责工序	供应商(配额)
触摸面板	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%)
主板	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%)
制造部分	Casing	Foxconn Tech (40%), Ri-Teng (30%), Catcher (30%)
制造部分	Button	Hon-Hai (100%)
电池	Battery cell	ATL (30%), Sony (30%), Sanyo (20%), Lishen (20%)
	Battery PMIC	TI (100%)
	Battery pack	Simplo (50%), Dynapack (50%)
摄像头	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%)
包装盒内容	Lightning USB cable	Hon-Hai (55%), Cheng-Uei (45%)
包装盒内容	Box, adapter & documents	Hon-Hai (100%)
Assembly	EMS	Pegatron (55%), Hon-Hai (45%)