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The Apple iPad: Key Apps, Cooperation Strategies with Mobile Operators, Component Supply Chain
February 9, 2010 Welber Chang, Joyce Chen, Edward Lin, Kate Huang, Chia-Wei Chang, Richard CT Wong
• 10 Pages, Radar
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Abstract
On January 27, Apple announced the eagerly anticipated iPad. Contrary to expectations, the Apple iPad does not focus on computing performance. Instead, the iPad adopts the touch interface of the iPhone and iPod Touch, is able to use the diverse applications available in the App Store, and adds e-book services. The product thereby fills a gap that existed between the Mac PC and iPhone/iPod Touch product lines. This report analyzes Apple's strategies for the iPad in cooperation with mobile operators, key applications of the iPad, and the product's component supply chain.
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 | 1. Cooperation with AT&T: No Bundled Service Contracts for iPad
| | 2. First Wave of iPad Applications: E-Books and Games
| | 3. iPad Component Supply Chain
| | 3.1 Panel Sources for iPad Changed; Taiwanese Suppliers Still Play Key Role in Touch Panels and Other Components
| | 3.2 A4 Processor Offers Consumers More Options
| | 4. Conclusion
| | 4.1 iPad Positioned as a Portable Digital Multimedia Platform, Not as PC
| | 4.2 A4 Processor Could Become Common Platform in Apple's Handheld Product Lines
| | 4.3 Dilemma for Operators: iPad to Continue to Challenge Capacities of 3G Networks
| | Appendix
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| Apple's cooperation strategies with AT&T for the iPad
| | Key applications for the iPad and the relevant technologies that enable these applications
| | Analysis of the Apple iPad component supply chain, including changes compared to the iPhone and a comprehensive chart listing key companies in the supply chain by individual component
| | Apple's strategies behind the adoption of the A4 processor and its implications for future development
| | Companies and organizations analyzed or mentioned in the report include: Acon, Advanced Group, Amazon, AMD, Apple, AT&T, AVY, Barnes & Noble, Bin Chuan, Broadcom, Catcher Technology, Chaun-Choung, Coretronic, Cyntec, Darfon, Dynapack, EA, Foxconn, Foxlink, FTC, GCE, Google, G-Tech, HTC, Hynix, Infineon, LGD, Maglayer, Namco Bandai, Nan Ya, Novatek, Numonyx, NXP, P.A. Semi, Qualcomm, Samsung, Seiko Epson, Sharp, Simplo, Sintek, Sony, Sunrex, TMD, Toshiba, TPK, Tripod, TXC, Unimicron, USI, Wanshih, Wintek, Yageo
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| Figure 1 Data Transmission Volume for Applications in the 4G Era
| | Figure 2 Key Companies in the Component Supply Chain of the Apple iPad
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| Table 1 Comparison of Subsidy and Non-Subsidy Strategies for the Apple iPad
| | Table 2 Graphics Processing Performance Comparison between AMD and PowerVR
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Market Intelligence & Consulting Institute (MIC), based in Taipei, Taiwan, was founded in 1987. MIC is the premier ICT industry research and consulting firm in Greater China, providing intelligence, in-depth analysis, and strategic consulting services on ICT product and technology trends. MIC's research covers markets and industries in the Asia-Pacific region, with a special focus on Greater China. MIC also offers consumer behavior research for the Greater Chinese market.
http://mic.iii.org.tw/english
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