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Global and China Tablet PC Industry Chain Report, 2010-2011

  • ID: 1848972
  • Report
  • July 2011
  • Region: Global, China
  • 162 Pages
  • Research In China
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An overwhelming majority of tablet PCs can be regarded as large-version smart phones, with the hardware structure very similar to the smart phone. The tablet PC not only grabs the market space of netbooks, but also muscles in the low-end notebook market. However, tablet PCs lag far behind high-and medium-end notebook in terms of performance, especially when it comes to document processing and gaming. In reality, table PCs take no consideration of large-scale gaming and document processing in design.

The tablet PC is composed of four categories of components, namely, active components, passive components, functional components and structural components.

The passive components mainly include resistance, inductance, capacitance and crystal oscillators which are 100% SMDs, namely, CHIP-R, CHIP-L and MLCC. Among these, MLCC occupies a lion's share of the cost, which is usually provided by Murata, TDK, Yageo and SEMCO.

The functional components comprise of LCD Panels, Touch Panels, batteries and cameras. It is often believed that Touch Panel is the most expensive, but this is not true. The fact is that LCD Panels and Touch Panels are laminated together and cannot be put into use separately. TPK and Wintek also ship products in this way, so the prices of their products are relatively high. The LCD Panel of iPad 2 is priced at roughly USD35 while the Touch Panel amounts to approximately USD50-55. It can be seen that the Touch Panel is expected to cut down on costs substantially.

The structural components consist of case, structure and PCB. Only a few manufacturers worldwide have the ability to produce light and thin tablet PC cases, including Foxconntech and Catcher, which meet the requirement of possessing over 8,000 sets of CNC machine tools, with huge investments and an entry threshold higher than that of GPU.

The biggest beneficiaries from the tablet PC market are touch screen manufacturers such as TPK which saw multiplied growth in revenue and profit, followed by RAM manufacturers such as Elpida specializing in the production of Mobile DDR DRAM. The tablet PC requires large capacity of Mobile DDR DRAM, generally 2GB, while mobile phones generally adopt 512MB-1GB.

Another big winner in the tablet PC market comes to NAND makers. SSD has long been trying to supersede the hard disk drive of notebooks, but hard disk drive have conspicuous advantages even in the field of netbooks. Generally speaking, all the tablet PCs employ SSD, resulting in soaring Toshiba and Samsung shipments. In FY2011, NAND became the most lucrative business of Toshiba which realized the operating profit of USD1.239 billion, roughly, among which, at least USD200 million was brought by iPad business.

Moreover, FPCB manufacturers also benefit from the market. FPCB products are also applied at circuit connection parts and in touch screen of tablet PC. Each tablet PC needs FPCB valuing around USD15-20, much higher than that applied in the smart phone (USD10-15). In particular, Mektron and FLEXIUM are the largest gainers. For example, the operating profit of Mektron Manufacturing Corporation (Zhuhai) Ltd., a China-based subsidiary of Mektron, increased 16.5 folds in 2010.

In the case filed, Catcher, a favorite of iPad Like manufacturers, is expected to increase its revenue by 55% in 2011.

However, being a partner of iPad2 doesn't necessarily mean success. Simplo offers 60% of iPad2 batteries, but it needs to purchase CELL from Samsung SDI, LG Chem and Sanyo. The gross margin of iPad2 batteries is lower than that of traditional notebook batteries, causing the decline in gross margin of Simplo in 2011.

Apple achieved very low costs of raw materials by means of huge procurement. Most iPad Like manufacturers including HP, Dell, RIM and Lenovo outsource the tablet PC business to Taiwan-based ODMs, with the tablet PC design and supply chain management included. These ODM manufacturers all specialize in the notebook OEM business and are not resourceful in the field of tablet PC. In this sense, iPad Like manufacturers are likely to suffer losses even if their products' prices are USD150/set higher than that of the iPad2.

Unlike its equivalents, HTC dips its toes in all the links of tablet PC industry, but the shipment is small and the prices are high. Additionally, Samsung possesses powerful vertical industry chain resources, and can offer key raw materials of tablet PCs, including LCD Panels, GPU, MEMORY, MLCC, etc. Therefore, Samsung is the only manufacturer that can compete with Apple.
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Note: Product cover images may vary from those shown
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1. Profile of Tablet PC
1.1 Overview of Tablet PC
1.2 iPad2
1.3 iPad2 BOM
1.4 Samsung Galaxy Tab
1.5 Samsung Galaxy Tab BOM

2. Tablet PC Market and Industry
2.1 Global Tablet PC Market Scale
2.2 Tablet PC Industry Chain
2.3 Tablet PC Processor

3. Enterprises in the Tablet PC Industry Chain
3.1 Tablet PC Assembly and ODM
3.2 Hon Hai
3.3 RF - Skyworks
3.4 RF - Triquint
3.5 Baseband - Qualcomm
3.6 GPU - Nvidia
3.7 GPU - TI
3.8 Chassis - Foxconntech
3.9 Chassis - Catcher
3.10 Lens - Largan
3.11 Lens - GSEO
3.12 FPCB - FLEXIUM
3.13 FPCB - CAREER
3.14 FPCB - M-FLEX
3.15 FPCB - Mektron
3.15.1 MEKTEC Manufacturing Corporation (Zhuhai) Ltd.
3.15.2 MEKTEC Manufacturing Corporation (Suzhou) Ltd.
3.16 FPCB - FUJIKURA
3.16.1 Fujikura Electronics Shanghai Ltd.
3.16.2 Fujikura Electronics Wuxi Ltd.
3.17 Touch Panel - TPK
3.18 Touch Panel - Youngfast
3.19 Touch Panel - Wintek
3.20 Touch Panel - Jtouch
3.21 Touch Sensor - Sintek Photronic
3.22 Touch Sensor - Cando
3.23 LCD Panel - LG DISPLAY
3.24 LCD Panel - SMD
3.25 LCD Panel - TMD
3.26 Battery - Simplo
3.27 Battery - Dynapack

List of Charts

Cost Structure of iPad2
Cost Structure of Samsung Galaxy Tab
Shipment of Netbook, iPad, Tablet PC, 2008-2012
Market Occupancy of Major Tablet PC Processor Manufacturers, 2011
Supply Relationship of Tablet PC Processors, 2011
Revenue and Operating Margin of Hon Hai, 2006-2011
Revenue of Hon Hai, May 2009-May 2011
Revenue and Gross Margin of SKYWORKS, FY2002-FY2010
Expenditures of SKYWORKS, FY2007-FY2010
Revenue and Operating Margin of SKYWORKS, FY2009Q2-FY2011Q2
Revenue of SKYWORKS by Region, FY2005-FY2010
Revenue of SKYWORKS by Customer, FY2007-FY2010
Revenue and Gross Margin of TRIQUNIT, 2001-2010
Revenue of TRIQUNIT by Business, 2005-2010
Revenue from Mobile Phone Business of TRIQUINT by Mode, 2005-2010
6-Inch GaAs Capacity of Oregon,2009Q1-2011Q4
Scheduling of TRIQUINT's Texas Plant, 2010Q1-2012Q4
GaAs Capacity of TRIQUINT's Texas Plant, 2009Q1-2011Q4
BAW Capacity of TRIQUINT's Texas Plant, 2009Q1-2011Q4
FLSAW Capacity of TRIQUINT's Florida Plant, 2009Q1-2011Q4
FLIP CHIP Capacity of TRIQUINT's Costa Rica Plant, 2009Q1-2011Q4
Revenue and Gross Margin of Qualcomm, FY2000-FY2010
QCT Revenue and EBT Margin, 2008Q1-2011Q1
MSM Chipset Shipment of Qualcomm, 2007Q1-2011Q1
Customer Distribution of Qualcomm, 2010
Revenue and Operating Margin of NVIDIA, FY2005-FY2011
Revenue of NVIDIA by Region, FY2008-FY2011
Revenue of NVIDIA by Division, FY2008-FY2011
Roadmap of TEGRA
Revenue of TI by Product, 2007-2010
Operating Profit of TI by Product, 2007-2010
Revenue of TI by Region, 2008-2010
Revenue from Wireless Division of TI by Product, 2008Q1-2010
Products Using OMAP3610/20/30 and OMAP4430
Block Diagram of OMAP44X
Typical Application of OMAP44X
Block Diagram of OMAP5430
Revenue and Operating Margin of Foxconntech, 2004-2010
Monthly Income of Foxconntech, May 2009-May 2011
Revenue of Foxconntech by Product, 2010Q1-2011Q4
Revenue and Operating Margin of Catcher, 2001-2011
Revenue of Catcher, May 2009-May 2011
Revenue and Gross Margin of GSEO, 2005-2011
Revenue and Operating Margin of GSEO, 2005-2011
Revenue of GSEO by Pixel, 2009-2011
Shipment of GSEO by Pixel, 2009-2011
Revenue of GSEO, May 2009-May 2011
Revenue of GSEO by Pixel, 2009Q1-2010Q2
Revenue and Gross Margin of FLEXIUM, 2002-2011
Revenue and Operating Margin of FLEXIUM, 2002-2011
Revenue and Annual Growth Rate of FLEXIUM, Jan.2010-Mar.2011
Revenue of FLEXIUM by Downstream Application, 2009-2011
Revenue and Operating Margin of CAREER, 2003-2011
Revenue and Annual Growth Rate of CAREER, May 2009-May 2011
Revenue and Operating Profit of M-FLEX, FY2004-FY2010
Revenue and Gross Margin of M-FLEX, 2009Q1-2011Q1
Customer Structure of M-FLEX, FY2006-FY2010
Revenue of M-FLEX by Region, FY2006-FY2009
Revenue and Operating Profit of NOK, FY2006-FY2011
Revenue of NOK by Product, FY2006-FY2011
Revenue of NOK by Region, FY2010-FY2011
Revenue from FPC Business Division of MEKTRON by Region, FY2010-FY2011
Revenue and Operating Profit of MEKTRON Manufacturing Corporation (Zhuhai), 2004-2010
Revenue and Operating Profit of FUJIKURA, FY2004-FY2011
Revenue of FUJIKURA by Division, FY2007-FY2011
Operating Profit of FUJIKURA by Division, FY2007-FY2011
Revenue from Electronics & Auto Division of FUJIKURA by Product, FY2007-FY2011
Revenue from FPC Division of FUJIKURA, 2009Q2-2011Q1
Revenue and Operating Profit of FUJIKURA (Shanghai), 2004-2010
Revenue and Operating Profit of FUJIKURA (Wuxi), 2006-2010
TPK Organizational Chart
Relationship between TPK Holding and its Affiliated Companies
Shareholder Structure of TPK Holding
Revenue and Gross Margin of TPK Holding, 2007-2012
Revenue and Operating Margin of TPK Holding, 2007-2012
Revenue, Gross Margin and Operating Margin of TPK, 2010Q1-2011Q4
Touch Screen Sales Volume and Gross Margin of TPK Holding, 2007-2010
Customer Distribution of TPK Holding, 2008-2009
Customer Distribution of TPK Holding,2010
Revenue and Operating Margin of Youngfast, 2005-2011
Revenue of Youngfast, May 2009-May 2011
Revenue of Youngfast by Product Technology, 2010Q1-2011Q4
Distribution of Youngfast Plants
Revenue of Youngfast by Customer, 2010
Revenue and Gross Margin of Wintek, 2003-2011
Revenue and Operating Margin of Wintek, 2003-2011
Revenue of Wintek, May 2009-May 2011
Global Distribution of Wintek
Revenue of Wintek by Product, 2006-2011
Customer Structure of Wintek, 2009-2010
Capacitive Touch Screen Capacity of Wintek
Cover Glass Capacity of Wintek
ATT Structure of Wintek
ATT Process Flow of Wintek
Wintek ATT vs. Traditional Capacitive G/G Touch Screen
Revenue and Operating Margin of Jtouch, 2006-2011
Revenue of Jtouch by Region, 2008-2010
Revenue of Jtouch by Product Technology, 2010-2011
Revenue of Jtouch by Customer, 2010
Revenue and Operating Margin of Sintek Photronic, 2004-2011
Revenue of Sintek Photronic, May 2009-May 2011
Revenue and Operating Profit of Cando, 2004-2011
Revenue of Cando, May 2009-May 2011
Revenue and Gross Margin of LG DISPLAY, 2002-2010
Revenue and Operating Margin of LG DISPLAY, 2002-2010
Revenue, Operating Margin and Gross Margin of LG DISPLAY by Quarter, 2009Q1-2011Q1
Shipment and Average Price of LG DISPLAY by Quarter, 2009Q1-2011Q1
Downstream Application of LG DISPLAY by Quarter, 2009Q1-2011Q1
Revenue and EBITDA of SMD, 2009-2013
Revenue and Operating Margin of SMD by Quarter, 2009Q1-2011Q1
Shipment and Average Selling Price of SMD, 2009Q1-2011Q1
Revenue of SMD by Product, 2010Q1-2011Q2
Revenue and Gross Margin of Simplo, 2000-2010
Laptop Battery Shipment and Global Market Occupancy of Simplo, 1999-2011E
Laptop Battery Shipment and Average Price of Simplo, 2001-2009
Revenue of Simplo, May 2009-May 2011
Market Occupancy of Leading Laptop Battery Module Manufacturers Worldwide, 2010
Revenue and Gross Margin of Dynapack, 2002-2010
Revenue of Dynapack, May 2009-May 2011
Shipment of Major Tablet PC Brands Worldwide, 2011-2012
Status Quo of Tablet PC Processor in China
Profile of 7 Branches Affiliated to Qualcomm
Financial Situation of Major Subsidiaries of Qualcomm, 2008-2010
Chip Shipment and Market Occupancy of Qualcomm, 2002-2010
Features of QSD8250/QSD8650/MSM8255/MSM8655/MSM8260/MSM8660/QSD8272/QSD8672
Profile of MSM6245/MSM6246/QSC6240
Profile of MSM6260/QSC6270/MSM6280
Profile of MSM62990/QSC6295
Profile of MSM7200A/MSM7225/MSM7227
Profile of MSM7230/QSD8250/MSM8255/MSM8260
Profile of QSD8250A/QSD8672
Products Employing TEGRA
Key Features of OMAP4430 and 4460
Key Features of OMAP5430 and 5432
Average Price of Mobile Phone Camera, 2009-2011
Shipment of Mobile Phone, Tablet PC FPCB of FLEXIUM, 2010Q1-2011Q4
FPCB Engineering Capability of FLEXIUM
Financial Data of three Chinese Mainland Subsidiaries of CAREER, 2009
Financial Data of three Chinese Mainland Subsidiaries of CAREER, 2007-2008
Revenue of M-FELX by Country, FY2006-FY2010
Operating Profit of M-FELX by Region, FY2006-FY2010
Proportion of Revenue from Sony Ericsson and MOTO of M-FLEX, FY2006-FY2008
Financial Situation of MFLEX Suzhou, 2004-2009
Capacity, Output, Output Value and Sales Volume of Touch Screen of TPK Holding, 2008-2010
Output and Capacity Utilization of Touch Screen of Youngfast, 2008-2010
Capacity and Output of Touch Screen of Jtouch, 2008-2010
Capacities of Sintek Photronic by Plant
Small-and Medium-Sized Products of LG DISPLAY
Products of SMD
Revenue of TMD, FY2003-FY2010
TFT-LCD Panel Production Line of TMDisplay
Note: Product cover images may vary from those shown
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- Cando
- CAREER
- Catcher
- Dynapack
- FLEXIUM
- Foxconntech
- FUJIKURA
- Fujikura Electronics Shanghai Ltd.
- Fujikura Electronics Wuxi Ltd.
- GSEO
- Hon Hai
- Jtouch
- Largan
- LG DISPLAY
- MEKTEC Manufacturing Corporation (Suzhou) Ltd.
- MEKTEC Manufacturing Corporation (Zhuhai) Ltd.
- Mektron
- M-FLEX
- Nvidia
- Qualcomm
- Simplo
- Sintek Photronic
- Skyworks
- SMD
- TI
- TMD
- TPK
- Triquint
- Wintek
- Youngfast
Note: Product cover images may vary from those shown
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Note: Product cover images may vary from those shown
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