i on tablets（平板PC）
Implications for Asia supply chain
Contents 内容：
Sizing the cannibals 6
Tablets the key growth driver in 2011 6
OS the key swing factor 8
PC vendors less competitive at beginning of product cycle 9
Tablets bode well for selective PC component suppliers 10
Semiconductor foundry 13
Tablets drive semiconductor dollar and area content shifts 13
Semiconductor BOM differences, a closer look 14
Tablet implications for foundries: Better than feared 16
Exploding NAND 20
Tablets cannibalizing 5% of global DRAM 20
NAND bit growth exploding with tablet adoption 21
Effects of tablet cannibalisation on Samsung 21
Touch and AMOLED 24
Benefit to panel makers limited, but huge boost to touch
panel players 24
Projected capacitive the winning solution 25
AMOLED displays coming to tablets soon 25
Other beneficiaries 27
PCB and substrates 30
Smartphone PCB/substrate infrastructure more
aligned with tablet needs 30
Comparing the PCB/substrate BOM of tablets vs notebooks 30
Picking the winners and losers 32
Smartphone impacts 33
Limited cannibalization of smartphones 33
Android OS makes Android Tablet less compelling than
iPad 34
Handset supply chain impact benefits components
more than handset makers 34
Distribution channel not finalized yet 35
Fabless ICs 36
ARM wrestling Intel 36
Appendix 38
PC Hardware 39
Semiconductors 39
Display 39
PCBs and substrates 40
Handsets 40
Disclosure appendix 41
Disclaimer 44
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