J.P.  Morgan -- 股票研究--硬件行业 Handbook
Tech Hardware Supply Chain  An institutional investor’s handbook to the Global Technology Hardware
（Asia Pacific Equity Research, 2009 Sixth Annual Edition）

资料非常的详实，包括产业链每个环节的分析，和每个环节里面的所有相关公司的分析和财务数据。因为是手册形式，所以非常的全和详细。最有价值的是里面完整的行业和公司数据。


文件大小： 10.7 mb
页数: 718

Table of Contents
Introduction ..............................................................................2
Part 1: Industry and Product Analysis...................6
Computing ................................................................................7
PC.......................................................................................................82
Broadband ........................................................................................52
Wireless networking..............................................................................................62
Communications ....................................................................74
Wireless Handsets ......................................................................................75
Wireless handset radio technologies....................................................................122
VOIP ........................................................................................1
Video Conferencing ..........................................................................................137
Consumer Electronics .........................................................144
Displays...............................................................................................148
IPTV....................................................................................................172
Game Consoles.......................................................................................187
DVD.................................................................................................201
Digital Still Camera.............................................................................................210
Energy Efficient Technologies ............................................223
Electronic Paper ..................................................................................................225
Solar Cells ........................................................................................231
Electric Vehicle and Battery................................................................................253
Light Emitting Diode...........................................................................................269
Semiconductors ...................................................................294
Semi manufacturing Equipment ..........................................................................295
Foundry ................................................................................................330
IC packaging and Testing....................................................................................339
Part 2: Company Information ..............................346
Semiconductors ...................................................................347
IC IDM.................................................................................................348
Memory .................................................................................................372
IC Fabless.....................................................................................379
IC Foundry .........................................................................................412
IC Assembly & Test ......................................................................................417
Semiconductor Equipment ...........................................................................425
Semiconductors Materials ............................................................................457
Components .........................................................................462
PC Handset Components...............................................................................463
Display Components ...................................................................................478
Passive Components....................................................................................485
HDD Components ........................................................................................496
Optical Components ....................................................................................499
Diversified Components.................................................................................503
PCB Substracts.........................................................................................515
Connectors.............................................................................................530
Power Supply ...........................................................................................534
Display...................................................................................538
Display Panels ........................................................................................539
LED...................................................................................................549
Display Monitors.......................................................................................554
EMS/ODM ..............................................................................557
Handset EMS/ODM .................................................................................558
PC ODM                          56
Diversified EMS..................................................................................570
Storage ..................................................................................584
HDD.................................................................................591
Optical Disc..........................................................................594
OEM.......................................................................................597
Handset OEM.........................................................................598
PC OEM.............................................................................604
Consumer Electronics..............................................................611
Diversified IT .............................................................................623
Solar Chain ...........................................................................638
Printers and Imaging............................................................649
Applied Technologies ..........................................................661
Automobiles Electronics .....................................................669
Telecom Equipment .............................................................672
Distribution ...........................................................................699