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iphone BOM 表分析和用户分析.pdf

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iphone BOM 表分析和用户分析

Semiconductor Industry Industry Overview Equity | Global | Semiconductors 02 July 2007 Inside the iPhone Joe Osha +1 415 676 3510 Research Analyst MLPFS The iPhone is here! joe_osha@ Apple launched the iPhone on Friday to much fanfare, and within a few hours Srini Pajjuri +1 415 676 3519 various teardowns surfaced as many attempted to figure out what makes the Research Analyst MLPFS iPhone tick. While some component suppliers were easily identified, it appears srinivas_pajjuri@ that Apple has gone to some length to conceal the identity of others either by Jonathan Crossfield +44 20 7996 2288 using “Apple” branded components or by simply not labeling the ICs with the Research Analyst supplier name or logo. In order to better verify the iPhone’s innards, one tear MLPFS (UK)

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