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

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

Figure 1  Data Transmission Volume for Applications in the 4G Era

Figure 2  Key Companies in the Component Supply Chain of the Apple iPad

Table 1  Comparison of Subsidy and Non-Subsidy Strategies for the Apple iPad

Table 2  Graphics Processing Performance Comparison between AMD and PowerVR