Tech Hardware Supply Chain - Gazhoo

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Bhavin Shah (852) 2800-8538 bhavin.a.shah@jpmorgan.com 44 Asia Pacific Equity Research 20 April 2009 Optical drives Major optic drive manufacturers are: Hitachi-LG Data Storage, Samsung Electronics, Lite-On IT and Panasonic. Most optical drive manufacturers purchase chipsets from IC design houses such as VIA, Mediatek and Zoran. Power supply/battery A desktop PC has a power supply that converts AC power from the wall plug to 5V and 12V DC power to be used by all the components in the computer. The market is fragmented, with many small and regional players. One of the leading power supply manufacturers is Delta Electronics. Notebooks are powered through rechargeable batteries. These can be charged using a charger and can then feed power to the notebook. Most notebooks are made of lithium-ion (Li-ion) batteries that are lighter and last longer than nickel metal hydride (NiMH). A fresh Li-on battery pack has between two to five hours of battery life, depending on the tasks being done on the computer. Major manufacturers of notebook batteries are Sanyo Electronics, Sony, Matsushita Battery Industrial, and Samsung SDI. We estimate that total shares for three Japanese companies are around 80%. Lithium-ion batteries also require sophisticated chargers that can carefully monitor the charge process. Further, because of their different shapes and sizes, each type of Li-ion battery requires a charger designed to accommodate its particular size. This means lithium-ion battery chargers are more expensive and more difficult to find than NiMH battery chargers. A giant leap for batteries Mac book uses an embedded (non replaceable) lithium polymer battery which runs for up to 8 hours on a single charge. Its innovative adaptive charging method reduces wear and tear on a battery and it can be charged up to 1000 times as the company says. The embedded feature allows for 40% larger battery in the same space. It uses an intelligent chip to control current for each cell and maximize battery life (Please refer to the Battery section in this edition of Supply Chain Guide for more discussion on lithium polymer battery technology).
Bhavin Shah (852) 2800-8538 bhavin.a.shah@jpmorgan.com Mark Moskowitz AC (1-415) 315-6704 mark.a.moskowitz@jpmorgan.com J.P. Morgan Securities Inc Asia Pacific Equity Research 20 April 2009 Internal storage disks Hard disk drives are the critical repository of mass storage for PCs and enterprise systems. HDDs store all the data and file systems that run on the computer, and the actual disk drive consists of both mechanical and electrical components. HDDs store, read and write data through very sophisticated magnetic recording processes. Data is stored on discs, called ‘platters’, which are made from special magnetic coating on glass or aluminum substrates. Platters are stacked on top of each other with the help of a spindle motor, which rotates the platters at high speeds. Seagate, Western Digital, Hitachi GST, Fujitsu, Samsung, and Toshiba are the major participants in the HDD market. Figure 23: HDD supply chain Hard disk drives OEMs Desktop Mobile Enterprise Seagate (43%) Western Digital (27%) Seagate (62%) Western Digital (33%) Hitachi GST (22%) Fujitsu (20%) Hitachi GST (13%) Seagate (16%) Hitachi GST (18%) Samsung (10%) Fujitsu (15%) Excelstor (1%) Toshiba (14%) Samsung (6%) HDD component suppliers Media Suspension Spindle motors Heads Seagate (27.4%) Hutchinson (39.5%) Nidec (72.8%) SAE/TDK (30.4%) SDK (22.3%) NHK Spring (37.0%) Minebea(8.9%) Seagate (32.4%) WD ( Komag ) (15%) SAE/TDK (21%) (Magnecomp) Panasonic(7.8%) Hitachi GST (15.2%) Hitachi GST (15.5%) Alphana Tech(10%) Western Digital (21.9%) Fuji Elec. (10.8%) System on chip Motor ICs Hoya Glass (6.2%) Marvell TI Agere STMicro STMicro Agere Renesas Marvell Controller ICs Read channel ICs Pre-amp ICs Marvell Infineon Marvell TI STMicro LSI IBM Marvell IBM LSI LSI Renesas TI ST Micro Source: Gartner Dataquest, Techno Systems Research, J.P. Morgan estimates. Note: HDD OEM, Spindle motors and Heads data for 2008. Media Data is as of 3Q CY08. Suspension Data is 2008 J.P. Morgan estimates. 45
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