【出版时间及名称】：2010年2月韩国4G手机行业研究报告
        【作者】：MIRAE ASSET
        【文件格式】：pdf
        【页数】：27
        【目录或简介】：

C O N T E N T S
Global smartphone sales boom in 2010 3
Smartphone sales to grow 45% YoY to 250mn units in 2010 3
… and OS Android to increase share to over 18% 3
Overweight Korean handset makers 5
The opportunities 5
Move over, Symbian 5
Developing modem chips in-house an advantage 5
First movers in LTE thanks to close ties with equipment makers and mobile carriers 7
Well honed hardware development capability reduces time to market 8
Global brand power, ties with carriers to maximize marketing impact 10
SEC muscles through, LGE regains lost ground in 2010 12
Samsung Electronics: Shipments of 260mn units on smartphone and emerging markets push 12
LG Electronics: recouping margins with smartphones in 2H10 13
Trip down the value chain brings us to Melfas 15
Melfas: Smartphone value chain player and parts maker 15
Renewed attention to parts and equipment makers 15
Melfas Inc (096640 KS, Initiating coverage with BUY):
In the right place at the right time 18
Korea’s only capacitive touch sensor controller IC manufacturer 18
Main supplier of capacitive devices to SEC 18
Direct patterned window technology to improve cost competitiveness 19
Profitable despite downward pressure on prices 19
Summary financial statements 23
Analyst profile 25