Research Reports
The Taiwanese Mobile Phone Industry, 3Q 2004 and Beyond
January 03, 2005 / Annie Yang / Feng Lin
33 Page, Statistics Report
US$1,880 (Single User License)

Abstract

In the third quarter of 2004, Motorola and Sony Ericsson adjusted their product lines and then switched their Taiwanese partners. Taiwanese mobile phone shipment volume thus suffered a drop of nearly 10% sequentially to approximately 11.4 million units. Third-quarter shipment value amounted to US$790 million, falling nearly 6% sequentially. ASP slightly improved to US$69 due to changes in Taiwanese makers' product mix. The fourth quarter will likely see Taiwanese shipments on a stable growth track, driven by strong demand from Western markets as well as increases in branded shipments.
  •  List of Topics
  •  List of Figures
  •  List of Tables
Appendix

Definitions

Business Types

OEM

The OEM (Original Equipment Manufacturing) business model entails carrying out product manufacturing or assembly according to specifications supplied by the customer. The OEM business model emphasizes production efficiency; thus, in order to lower costs, customers outsource manufacturing to OEM providers. This cooperation forms a division of labor among design, manufacturing, and sales.

ODM

The ODM  (Original Design Manufacturing) business model entails undertaking product design and manufacturing, but not direct retail sales or brand promotion. ODM providers either collaborate with customers on product specifications or independently design products according to customer specifications; the ODM provider then receives manufacturing orders upon customer approval. The ODM model links the sales capabilities of the ODM customer and the design and manufacturing capabilities of the ODM provider, developing a cooperative division of labor throughout the product's value chain.

Form Factor

Full System

Handsets that contain all components mounted on PCB (Printed Circuit Board) as well as complete assembly of peripheral components. Ready for immediate use after shipment to the customer.

SKD (Semi-Knock-Down)

PCB-mounted components and several other major components, such as battery and cover, are shipped disassembled to customer. The customer performs simple final assembly.

CKD (Complete-Knock-Down)

Components are shipped to customer. Customer performs surface mount and final assembly.

Glossary of Terms

ASP

 

Average Selling price

CDMA

 

Code Division Multiple Access

CIF

 

Common Intermediate Format

CKD

 

Complete-Knock-Down

EMS

 

Electronics Manufacturing Service

GPRS

 

General Packet Radio Service

GSM

 

Global System for Mobile Communications

MP

 

Mega Pixel

ODM

 

Original Design Manufacturing

OEM

 

Original Equipment Manufacturing

OS

 

Operating System

PDA

 

Personal Digital Assistant

SKD

 

Semi-Knock-Down

SMT

 

Surface Mount Technology

VGA

 

Video Graphics Array

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