【出版时间及名称】：2010年2月亚洲科技行业研究报告
        【作者】：野村证券
        【文件格式】：PDF
        【页数】：134
        【目录或简介】：
Contents
Shortages widening 4
Opportunities and pitfalls 4
Channel inventory refill, the key unknown in 2010 5
Demand changes by sector 6
Wireless communication: smartphone market to expand into mass-market price
points 6
Wireline communication: rapidly improving prospects 6
LCD TV penetration to accelerate 7
Solar: Chinese makers gain market share as pricing pressure intensifies with
Germany/Italy cutting subsidies 8
Is component supply enough to support demand forecasts? 9
Chip supply becomes an area of constraint 11
Customer inventory is lowest since 2003, fell again in 4Q09 11
Theme 1: Google + ARM — the next Wintel? 13
Apple’s iPad to pave way for wider adoption of ARM devices 14
ARM-based tablets to catalyse multiple value chain partners 15
Cannibalisation to rise for e-readers and netbooks 15
Theme 2: 3D TVs — looking beyond the headlines 17
On cusp of accelerated growth as content availably improves 17
Good technology but no entry barriers for TV makers 19
3D TVs – new premium tier to help grow LCD TV penetration 19
Theme 3: Move to copper — the game changer 21
20,000 bonders up for replacement with move to copper 21
A one-way transition — cost savings of at least 20% 22
Raising entry barriers: ASE at forefront, SPIL following 23
Sifting through sectors 24
Strong demand vs component shortage 30
Sector summary 33