China Mobile Phone Industry Chain Report, 2005
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Great changes took place in China mobile phone industry chain in 2005, which could be attributed to the following two respects: first was that China mobile phone manufacturers generally suffered a loss, and second was the changes of the hardware configurations and functions. The sharply decreasing Market shares, the overall loss of the industry and excessive stocks caused a drop in demand for upstream products, and added China manufacturers concerns about the upstream costs.

Among those upstream manufacturers who take China mobile phone manufacturers as the main clients, design houses are most prominent. Domestic design houses got a rapid progress in 2004 after occupied a large share in mobile phone market in 2003, and beat their Korean rivals completely. The effect mobile phone manufacturers had on upstream design houses had generally a delay of 6-month. 80% orders of these design houses came from China mobile phone manufacturers, while orders from foreign manufacturers were limited to low level handsets. Facing the forthcoming cold season, design houses try one by one to go public to solve the possible problem of fund shortage. Meanwhile the design of 3G phones requires a big sum of money, so to set up a very good financing channel is fatal for the long-term development of design houses. Most design houses were sponsored by the returned overseas Chinese; it is a trend urged by various factors to go public. Those unable to do so started to go bankrupt or to be merged and acquired.
  
Handset display entered the TFT-LCD era in 2005, putting an end to the STN-LCD, whose main clients were Chinese, but ever since 2005 STN-LCD are out of the game. According to public sources, even small-sized TFT-LCD Panel manufacturers are unavailable in China, and very few module manufacturers. Among these module makers, Truly Semiconductors occupies the dominant place. Truly Semiconductors has the largest productive capacity of TFT-LCD module with a complete product line of LCD that can provide homochromy and color STN-LCD and OLED simultaneously. Without TFT-LCD panel product line, Truly Semiconductors' profit is likely to be extracted. But Truly Semiconductors qualifies for being proud compared with other manufacturers. 
  
More business opportunities were brought along with motive of seeking a lower cost, for example, baseband IC was originally dominated by TI, Agere, Philips and Freescale. Being long time ignored by those super powers and extremely discontent with their price, China's handset manufacturers reacted immediately as soon as another option showed up. Media Tek Inc., the top IC Company in Taiwan, was the very substitution supplier. Media Tek Inc. soon occupied mainland market by its low-cost baseband IC, and most of China's handset manufacturers including ASUS and BenQ turned to it. The average monthly shipment of handset baseband IC reached 2 million units, accounting for more than 60% in China market, which was a bitter experience for TI. In H1 2005 the gross profit margin of Media Tek reached 55% and EBIT hit TWD 7.1 billion.
  
Most of the upstream manufacturers were not influenced by the poor performance of domestic mobile phone manufacturers, especially for the Taiwan providers of PCB, passive component, camera phone module and ODM, some even appeared a good prosperity. Currently, the China mobile phone industry is still developing healthily and growth rate is never slowed down.
  
As for ODM companies, most of Taiwan ODM companies including Compal, Arima, BenQ and Quanta are unwilling to take orders from mainland handset manufacturers nowadays, though once these four accepted orders from mainland handset manufacturers. Since 2005, mainland manufacturers seldom give orders to these ODM companies in order to control production cost, and these ODM companies are unwilling to take their orders because of small profit. Arima's main clients include NEC and Sony Ericsson; Compal has Motorola, while Quanta, Panasonic. After losing orders from Motorola, BenQ's handset operations shrank heavily, but great potential was put in after the acquisition of Siemens. It was estimated the shipment of mobile phones from Compal would exceed 30 million, and its Nanjing factory would be the No. 1 handset production base in the world.
  
In H12005, most of China mobile phone manufacturers reported poor performance. Meanwhile, some realized technology strength should be improved, and strived to gain a brand new pattern instead of OEM in virtue of design houses. History tells us any increase of market share of China mobile phone manufacturers accompany with significant advancement of technologies.
  
The emergency handling ability determines a company’s existence. Those who can't adapt to the changes of industry and market are bound to die out. Based on the Mobile Phone Industry Chain 2004, more lately info is added in Mobile Phone Industry Chain in China 2005.

1. Mobile Phone composition & General Situation of mobile phone Industry Chain
1.1 Mobile Phone composition & Main Conceptions
1.1.1 Hardware
1.1.2 Software
1.2 Cost Analysis of Hardware Material
1.3 manufacturing system analsis  
1.4 Main Providers of Mobile Phone Electronic Components
1.5 Production & Sale analsysis

2.Mobile Phone Semiconductor manufacturers
2.1 Commit
2.2 T3G
2.3 CYIT
2.4 Spreadtrum
2.5 Chipnuts
2.6 Medeli
2.7 Jade
2.8 Fangtec
2.9 Vimicro

3.Mobile Phone Outer Shell, Key Pad and Electric Sound Products providers
3.1 General Description of Mobile Phone Outer Shell industry
3.1.1 Perlos
3.1.2 FOXCONN OY
3.1.3 Nypro
3.1.4 HI-P
3.1.5 Nolato
3.1.6 UNIKUN
3.1.7 Pntel
3.1.8 Beijing Ubited Right
3.1.9 Green Point
3.1.10 YPC
3.1.11 Catcher
3.1.12 Waffer
3.1.13 Balda
3.1.14 UPG
3.1.15 Intarsia
3.1.16 Nippon
3.1.17 TOSEI
3.1.18 Lansfair
3.2 Mobile Phone Key Pad Providers
3.2.1 Sun Arrow
3.2.2 Ichia
3.2.3 Panasonic
3.2.4 SOE
3.2.5 Silitech
3.3 Electric Sound Products Providers
3.3.1 Panasonic
3.3.2 Hosiden 
3.3.3 Cresyn
3.3.4 Foster
3.3.5 Merry
3.3.6 Phillips 
3.3.7 Meiloon
3.3.8 Kingstate
3.3.9 Hit
3.3.10 KnowlesAcoustics
3.3.11 YEC
3.3.12 Shenzhen Linjia
3.3.13 Hangzhou Shenyuan
3.3.14 Ningbo Xiangyang
3.3.15 Zhejiang Tianle

4.Mobile Phone PCB provider
4.1 Current Status and Development Trend of PCB
4.1.1 PCB-HDI
4.1.2 Production & market status of PCB-HDI in Taiwan
4.1.3 Mobile phone production status in Taiwan
4.1.4 Future development of mobile phone PCB
4.2 Mobile Phone PCB Providers
4.2.1 Ibiden
4.2.2 CMK
4.2.3 Multek
4.2.4 Eleceltek
4.2.5 Compeq
4.2.6 Unimicron
4.2.7 Unitech
4.2.8 WUS
4.2.9 AT & S
4.2.10 Chin Poon
4.2.11 Gold Circuit
4.2.12 Daeduck GDS
4.2.13 Samsung Electro-Mechanics
4.2.14 Shanghai Meadville
4.2.15 Dongguan Shengyi
4.2.16 Zhuhai Founder

5.Mobile Phone Battery Providers
5.1 TCL
5.2 Aucma New Power
5.3 BYD
5.4 Fujian Scud
5.5 Harbin Coslight
5.6 Panshi Battery
5.7 Shenzhen B & K
5.8 Shengzhen BAK
5.9 Huizhou Desay
5.10 Tianjin Lishen

6.Mobile Phone Antenna & SAW Filter provider
6.1 Mobile Phone Antenna Providers
6.1.1 Murata
6.1.2 Nippon Antenna
6.1.3 Sansei ElectResearch
6.1.4 SMK
6.1.5 Yokowo
6.2 Mobile Phone SAW Filter Providers
6.2.1 EPCOS
6.2.2 Fujitsu
6.2.3 Panasonic
6.2.4 Thales Microsonics
6.2.5 TriQuint

7.Mobile Phone Connector industry & providers
7.1 Market Status and Development Trend of the Global Connector Industry
7.2 China's Connector Market analysis
7.3 Technology analysis
7.4 Mobile Phone Connector Providers
7.4.1 Foxconn
7.4.2 Foxlink
7.4.3 ACON
7.4.4 Speed
7.4.5 Leoco
7.4.6 Suyin
7.4.7 Singatron
7.4.8 Full Rise
7.4.9 L & K precision
7.4.10 Amphenol East Asia
7.4.11 Molex

8.Mobile Phone Passive Components provider (Resistor, Inductor and Capacitor)
8.1 Market Scale and Trends of Mobile Phone Passive Components
8.1.1 MLCC
8.1.2 Chip Resistor
8.1.3 Chip Inductor
8.2 Mobile Phone Passive Components Providers
8.2.1 Murata
8.2.2 Kyocera
8.2.3 Taiyo Yuden
8.2.4 Yageo
8.2.5 Chilisin
8.2.6 Walsin
8.2.7 TA-I
8.2.8 Ralec
8.2.9 Rohm
8.2.10 AVX/Kyocera
8.2.11 Fenghua
8.2.12 Snec
8.2.13 Nichicon
8.2.14 SEM
8.2.15 Panasonic Electronic Devices 
8.2.16 Vishay
8.2.17 YH Tech
8.2.18 Thinking

9.Mobile Phone LCD Display providers
9.1 Current Status and Development Trend of Mobile Phone LCD Display Market
9.1.1 CSTN & TFT-LCD are the mainstream technologies currently
9.1.2 TFT-LCD trnds to replace CSTN-LCD
9.1.3 Relatively high concentration degree of display manufacturing
9.2 Mobile Phone TFT-LCD Providers
9.2.1 Hitachi
9.2.2 Sharp
9.2.3 Casio
9.2.4 ST LCD
9.2.5 TMD (Toshiba Matsushita Display Technology)
8.2.6 Sanyo Epson Imaging Devices
8.2.7 Samsung Electronics
8.2.8 AU Optronics
9.2.9 Toppoly
9.3 Mobile Phone STN-LCD Providers
9.3.1 Sinoking
9.3.2 Tianma
9.3.3 Hyundai LCD
9.3.4 Picvue
9.3.5 Samsung SDI
9.3.6 Arima Display
9.3.7 Truly Semiconductors
9.3.8 Lanser

10.Mobile Phone Manufacturers
10.1 Nokia
10.2 Motorola
10.3 SonyEricsson
10.4 Siemens
10.5 Sansung
10.6 Sanyo
10.7 Panasonic Putain
10.8 Langchao LG
10.9 Wuhan NEC
10.10 TCL
10.11 Bird
10.12 Soutec
10.13 Amoi
10.14 Kejian
10.15 Konka
10.16 Hangzhou Eastcom
10.17 Haier
10.18 Hisense
10.19 PMC
10.20 Capitel
10.21 ZTE
10.22 Xinjiang SK Tiandi
10.23 Dopod
10.24 Flextronics Panda
10.25 TCB
10.26 Tianjin Jinya
10.27 Cal-comp
10.28 Gionee
10.29 Sangfei
10.30 Shanghai Jinling
10.31 eMobile
10.32 Ningbo Yidong
10.33 Kyocera Zhenhua
10.34 Jiangsu Gaotong
10.35 Huizhou Qiaoxing
10.36 Huanyu Optical Valley
10.37 Airtone
10.38 Hangzhou Newtronics
10.39 KTC
10.40 Pegasus
10.41 Dongguan Jinzheng
10.42 Foxconn
10.43 Changchu Huayu-Acapo
10.44 CEC
10.45 Beijing Tianyu Langtong
10.46 Shenzhen Elitek
10.47 BenQ
10.48 Compal
10.49 High Tech
10.50 Group Sense
10.51 Wong's
10.52 Dbtel
10.53 MiTAC
10.54 Taiwan Quanta
10.55 Arima
10.56 Shenzhen Taifeng
10.57 Shenzhen Putian Lingyun
10.58 Guonuo
10.59 Shenzhen Gaoke
10.60 Qingdao Lucent
10.61 UT Starcom
10.62 Jinpeng
10.63 Flextronics
10.64 VK
10.65 Lenovo
10.66 Mitsubishi Soyea
10.67 Telsda 
10.68 Dalian Daxian
10.69 Dalian Daxian Pantech
10.70 Solectron

11.Mobile phone Design House
11.1 Analysis of Design Houses
11.2 Total Solution Providers
11.3 Module Providers
11.4 Industrial Design and Appearance Design Houses

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