Nov. 17th, 2006
iPhone supply chain overview
While speculation regarding Apple Computer's upcoming iPhone continues to circulate, a recent research report from BNP Paribas revealed that certain Taiwan component makers will be major beneficiaries.
BNP noted that shipments of an iPhone equipped with a 2-megapixel camera is slated for launch in the second quarter of next year. Annual shipments should total about 5-6 million units.
Taiwan component makers will start shipping mechanical components for the iPhone in the first quarter of 2007 but initial revenue benefits will be limited, as only one model has been planned.
| iPhone supply chain overview | ||
| Item | Company | Remarks |
| EMS | FIH | - |
| Baseband solution | Broadcom, Infineon Technologies | Broadcom BCM 2122 solution |
| PCB | Tripod Technology, Unimicron Technology | - |
| Memory | Intel | - |
| Connector | Entery | - |
| Keypad | Sunrex Technology | - |
| LCM/LED | Sharp | - |
| Camera lens | Largan Precision | - |
| CMOS image sensor | Micron Technology | - |
| Camera module | Altus, Primax, Lite-On Technology | Altus will be the major supplier, Primax will be secondary and Lite-On to have small orders only |
| Casing | Catcher | |
Taiwan component makers to play key role in Apple iPhone supply chain
Source: BNP Paribas, compiled by DigiTimes.com, November 2006.
