Agenda

1
??????????????
2
Agenda

• ????????
• ?????????????????
• ????????????
• MMS ?????
• ????????
• ???????????
• ????ODM????
• ????????????
• Who Benefits
• ?????????

3
????????

• 2003 ?H1?????2.27??,Q3???1.18??,??2003??????4.6???
  2004????10???
• 2.5G(GPRS)?????,??6569?
• ???????????????????????,?????68.48?
• ????????????????Nokia 35.04?Moto 14.07?Samsung
  10.54?Siemens 7.62?Sony Ericsson 4.78
• ????ASP??????????

4
??????????
????SINO

• 8?????????,????2000??????????78

5
????????

• ????????,???????????????????????
• 20032004???features??
• (1) MMS?????Java????MIDI??
• ???????Digital Service ????
• (2) ??????????????????
• ??????
• (3) ??????????,??????

6
?????????????

• Displays?2.2?(???TFT,???CSTN)
• Digital Camera ?CMOS or CCD,30???,VGA
• Memory ?128Mb(16MB)
• Active semiconductors
• (1)DSP CPU ?90Mhz
• (2)Power management Voice codec
• (3)Multi-media processor(application
  processor)
• ?120Mhz

7
????????????

• Displays
• Digital Camera
• Memory
• Active semiconductors
• (1)DSP CPU
• (2)Power management Voice codec
• (3)Multi-media processor(application
• processor)

• 3035 US dollar
• 78 US dollar
• 1520 US dollar
• (1)(2) 10 US dollar
• (3) 1520 US dollar
• Total
• 7793 US dollar

8
????????????

• ???
• (?? OEM/ODM??)????????
• ??????????

• ????(???????)
• BOM 40??????????? 10???????overhead?reserve
  20???? 20????????? 10???????100??

9
MMS??????

• ????,???MMS????????,
• ??NT5(nkB-30kB)0.18
• ??/???NT7/8(nkB-30kB)0.24
• GPRS????,?class 8??,????60Kbps,?throughput?40Kbps
• ??????????????QQVGA,4096????,????????4.8KB
• ?SVGA,262k????,????????42764.8KB

10
????????

• ???????????
• ????????????????????
• ??ASP????

11
???????????

• ?????????????

12
???????????ODM??

• 2002?,???????4.25??,??????ODM???????0.32??,??????7
  .53?
• 2003?,?????????4.65??,??????ODM???????0.39??,?????
  ?8.5?
• 2004?,?????????5.1??,??????ODM???????0.51??,??????
  10?
• ?2003??2004???,??????ODM?????????0.12???
• ???2003?2004???????,???????????0.26?????,????

13
????????????

• ???????,?????
• ???????????????,???????
• ??????????,??????,????????,??????

14
Who Benefits

• ???????????????
• (1)????????????????
• ??
• TI, INTEL, ?-mosaic, Emblaze, Hitachi