花旗 - 2007 全球电子制造服务业深度研究(420页)

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EMS Profile Page................................................................................................................................3
Global EMS Industry Update of Key Issues .......................................................................................7
Handset Component Supply Chain — Vertical Integration Remains the Trend.............................22
Seismic Shifts Revisited.....................................................................................................................24
EMS Industry Outlook......................................................................................................................42
Global Valuations..............................................................................................................................47
Connector Industry Market Share....................................................................................................49
Passive Industry Review....................................................................................................................50
Distribution Industry Review............................................................................................................53
Supply Chain Inventories..................................................................................................................56
International Labor Rates for Manufacturing Employees...............................................................75
International Tax Rates.....................................................................................................................77
EMS and Supply Chain Coverage Universe Review.........................................................................83
Benchmark Electronics, Inc..............................................................................................................84
Celestica Inc.....................................................................................................................................101
Flextronics International Ltd..........................................................................................................114
Jabil Circuit, Inc..............................................................................................................................131
Plexus Corp.....................................................................................................................................147
Sanmina-SCI Corp..........................................................................................................................162
Solectron Corp.................................................................................................................................178
Hon Hai Precision............................................................................................................................194
Foxconn International Holdings (FIH)........................................................................................... 199
SMART Modular Technologies Inc................................................................................................204
Funai Electric..................................................................................................................................220
 Amphenol Corp...............................................................................................................................224
Molex Inc.........................................................................................................................................241
AVX Corp........................................................................................................................................257
KEMET Corp..................................................................................................................................275
Vishay Intertechnology, Inc............................................................................................................293
Kyocera............................................................................................................................................312
Murata.............................................................................................................................................316
TDK.................................................................................................................................................320
Taiyo Yuden....................................................................................................................................324
Nichicon...........................................................................................................................................328
Nippon Chemi-Con..........................................................................................................................332
Arrow Electronics, Inc....................................................................................................................336
Avnet, Inc........................................................................................................................................355
Current Global Valuations..............................................................................................................373
Historical Valuation Analysis..........................................................................................................374
Annual Stock Price Performance....................................................................................................393
Stock Seasonality.............................................................................................................................394