全球性通讯技术（pdf 71）

Table of contents
2 Executive summary
4 The handset supply chain: A familiar evolution
8 Understanding the role of ODMs
14 Five key conclusions: How success of the ODM model impacts the supply chain
24 Five trends to watch: Factors that may speed or impede ODM success
Company-specific implications by sector
30 Chip makers: Significant opportunities, but crowded
35 Wireless handset OEMs: The big get bigger, but may sacrifice margins long term
39 ODMs: Leaders should consolidate fragmented industry
42 EMS vendors: Blur between ODM and EMS should pay off
44 Wireless carriers: Intensified handset competition is good
Appendices
50 Appendix A – Description of the global handset supply chain
55 Appendix B – The evolution of ODMs in PCs and notebooks
57 Appendix C – How does a cell phone work?
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