Tech Hardware Supply Chain - Gazhoo

Bhavin Shah
(852) 2800-8538
bhavin.a.shah@jpmorgan.com
Figure 52: Apple continues to
innovate on iPhone design
Source: Apple.
Table 43: Apple iPhone’s tech
specs
Screen Size 3.5 inches
Resolution 480 x 320 at 163 pixel
per inch
Input Method Multi-touch touch
screen
Operating System Os X
Storage 8GB/16GB
Wireless standard GSM Quad Band
(MHz: 850, 900, 1800,
1900)
Wireless data HSDPA, Wi-Fi (802.11
b/g), EDGE, Bluetooth
Camera 2 Megapixel
Battery 5 hr talk time/ 7hr
video/ 24 hr audio
Dimensions 115 x 62 x 12 mm
Weight 133 gm
Source: Apple.
Asia Pacific Equity Research
20 April 2009
much larger target audience. The new phone also includes GPS location
functionality, and the new app store facilitates increasing use of end-user applications
and web services beyond calls and e-mail on phone, which we think could increase
Apple’s stickiness over time. Apple has come out with an improved SDK, allowing
programmers to make fuller and better use of the hardware capability. Using the new
SDK and the accelerometer iPhone could pose a threat to the handheld gaming
consoles (please refer to the game consoles section for more discussion).
Wider international presence
Previously, the first generation iPhone was available in just six countries, including
the US and parts of Western Europe. However, the 3G launch has increased Apple’s
reach to 80 countries. The far-reaching scope of the new iPhone brings the
company’s handset business more in line with competition.
Table 42: Company exposure to Apple’s iPhone
Company Component or Service Sales exposure
Unimicron PCB