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November 16, 2006

Secrets of the iPhone

posted by MR WAVETHEORY at 11/16/2006 11:53:00 AM
In case you were wondering, Apple Computer, Inc. (Nasdaq AAPL) has contracted Hon Hai Precision aka Foxx to manufacture the iPhone.

According to Digitimes, a recent research report from BNP Paribas revealed that certain Taiwan component makers will be major beneficiaries.

BNP noted that shipments of an iPhone equipped with a 2-megapixel camera is slated for launch in the second quarter of next year. Annual shipments should total about 5-6 million units.

Taiwan component makers will start shipping mechanical components for the iPhone in the first quarter of 2007 but initial revenue benefits will be limited, as only one model has been planned.

Foxconn International Holdings (FIH), which was listed as the EMS provider in the report, declined to comment on the news.

The BNP Paribas reported also had a bill of materials for the iPhone. It looks like the beneficiaries will include Broadcom Corporation (Nasdaq BRCM), Infineon Technologies AG (ADR) (NYSE IFX), Intel Corporation (Nasdaq INTC), and Micron Technology, Inc. (NYSE MU).

iPhone supply chain overview

Item

Company

Remarks

EMS

FIH

-

Baseband solution

Broadcom, Infineon Technologies

Broadcom BCM 2122 solution

PCB

Tripod Technology, Unimicron Technology

-

Memory

Intel

-

Connector

Entery

-

Keypad

Sunrex Technology

-

LCM/LED

Sharp

-

Camera lens

Largan Precision

-

CMOS image sensor

Micron Technology

-

Camera module

Altus, Primax, Lite-On Technology

Altus will be the major supplier, Primax will be secondary and Lite-On to have small orders only

Casing

Catcher


Source: BNP Paribas, compiled by DigiTimes.com, November 2006.

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