挺新的报告,支持一下.

26页的报告
Table of Contents
Investment Conclusions..........................................................3
Key take-aways:...........................................................................................................3
US Telco conclusions ..................................................................................................3
China Telco Conclusions .............................................................................................4
Telco Equipment / Handset Conclusions .....................................................................5
United States: A Case Study ...................................................6
Impact on US Competition ..........................................................................................6
AT&T and iPhone Details .........................................................................................10
Verizon and iPhone Details .......................................................................................11
Other US Carriers ......................................................................................................13
New HSPA+ iPhone in mid-2011 could mitigate AT&T’s pain................................13
China: A Case Study ..............................................................14
iPhone Supply Chain: A Case Study ...................................20
Touch Panels:.............................................................................................................20
CPUs:.........................................................................................................................20
Other components:.....................................................................................................21
Implication for HTC and other smartphone brands. ..................................................21
Impact of CDMA and WCDMA iPhone on the supply chain...................................21
Key Beneficiaries:......................................................................................................22

看看。。。

谢谢啊！！！