Introduction

   Table 1: Taiwan leading handheld device manufacturers

Handsets

   Table 2: 2004 global handset shipment forecasts

   Table 3: Mobile phone demand in 2004 (million units)

   Table 4: 2004 top-6 handset vendors

    Taiwan handset makers

       Table 5: Taiwan handset shipments and market share 2000-2005 (million units)

       Table 6: Taiwan handset industry, 2003-2004 quarter shipments (million units)

       Table 7: Taiwan handset industry, 1H handset shipments (million units) and shipment value (US$m)

       Table 8: Taiwan handset market, unit sales in 2004 (million units)

       Table 9: Taiwan handset makers, 2004 and 2005 handset shipments (thousand units)

       Table 10: New models by own-brand handset makers in Taiwan in 2004

       Table 11: Taiwan handset makers, 2003 and 2004 shipments (million units)

Camera-equipped handsets

   Table 12: Camera phones of total phone sales in 2002, 2003 and 2004 forecast

   Table 13: Development of camera mobile phones 2002-2005

   Table 14: Handset vendors announce first megapixel camera phones to be launched in 2H

   Table 15: Taiwan market, camera phones with a 2- or 3.2-megapixel camera in 2005

    Camera-module shipments

       Table 16: Taiwan handset industry, shipment contributions in 1Q and 2Q

       Table 17: Handset shipment proportion by camera type

       Table 18: Handset shipment proportion by resolution imager

PHS & Dual Mode handsets

    PHS handsets

       Table 19: Taiwan PHS handset makers, major clients and 2003 shipments (million units)

    Dual-mode PHS/GSM

    Dual-mode GPRS/WLAN

       Table 20: Demand for dual-mode cellular/WLAN phones (thousand units)

3G handsets

   Chart 1: Evolution path for 3G

   Table 21: Asia Pacific (excluding Japan), proportion of 3G subscribers

    CDMA2000, WCDMA

       Table 22: Japan, 3G users by June04 (million subscribers)

       Table 23: South Korea, 3G users by June04 (million subscribers)

    TD-SCDMA

    Taiwan 3G

       Table 24: Taiwan’s 3G licensees

       Table 25: Taiwan handset makers, 3G phones

Smartphones

   Table 26: Worldwide handset shipments 2001-2008 (million units)

   Table 27: Worldwide smartphone production forecast (thousand units)

   Table 28: Global smartphone shipments 2004-2008 (million units)

   Table 29: Demand by different operating system 2003-2008

   Table 30: Smartphones with built-in cameras by companies

Pocket PCs/PDAs

   Table 31: MIC, Taiwan PDA shipments, 2001-2006

   Table 32: PDA makers, 2003 ~ 2005 customers and shipments (million units)

Handset component makers

   Table 33: 2004 Taiwan passive-component industry

   Table 34: Taiwan handset component makers, planned dividends for 2004

Taiwan’s handset supply chain

   Table 35: Taiwan handset makers and mobile system solution providers

   Table 36: Taiwan handset component suppliers by industry

Handset LEDs

   Table 37: White-LED patents from foreign LED-chip suppliers

    LED chipmakers

       Table 38: Worldwide white-LED demand for handset-use applications (thousand units)

       Table 39: Market scale in Taiwan LED industry (NT$b)

       Table 40: Epistar, blue-LED chip shipments by handset applications (million units)

       Table 41: Shipments of blue LEDs used in handset flashes and LCD panels (million units)

       Table 42: Arima Optoelectronics, 2005 LED strategies

    LED makers

       Table 43: Taiwan SMD-LED makers, quarterly SMD-LED shipments (million units)

       Table 44: Taiwan SMD-LED makers, Shipment proportions by blue- and white-SMD-LED segments

LCD displays

    STN/CSTN LCD

       Table 45: Wintek, sales breakdown by technology

    TFT LCD

       Table 46: Taiwan handset industry, shipment contributions in 1Q and 2Q

PCBs and flexible PCBs

   Table 47: Taiwan PCB market, 2003-2005 (NT$m)

   Table 48: Handset PCB shipments (million units)

   Table 49: Shipment proportion of HDI PCBs with 2+N+2 layout

   Table 50: Taiwan PCB makers, 2004 market share forecast

   Table 51: Taiwan PCB makers, 2002-2003 shipments (million units) and market share

   Table 52: Market shares from Taiwan and South Korea

   Table 53: Leading handset vendors, shipment proportion by regional industry

   Table 54: Global handset PCB shipments in 2004 and 2005 forecast (million units)

    Flexible PCB

       Table 55: Ichia, monthly capacity at Taiwan and China plants (square feet)

    Rigid-flexible PCB

Handset keypads

    Shun On Electronic (SOE)

    Ichia Technologies

    Silitech

Handset connectors and battery packs

   Chart 1: Taiwan connector market

    Foxlink

    Jess-Link Products Company (JPC)

    Sinbon Electornics

    Merry Electronics

    Phihong Enterprise

    P-Two

Handset cases

    Taiwan magnesium-alloy industry

    Catcher Technology

    Taiwan Green Point Enterprise’s (TGP)

       Table 56: TGP, proportion of total capacity at each plant

    Everskill Technology

CMOS/CCD image sensors

   Table 57: Camera phone, CMOS and CCD demand (million units)

   Table 58: Global image-sensor market, 2003-2008 forecast (million units)

   Table 59: Global top 10 companies revenue from shipments of image sensor (US$m)

   Table 60: Camera phone market value forecast (US$m)

   Table 61: Camera phone shipments forecast (thousand units)

    Taiwan players

       Table 62: PTI supply chain

    CSP to COB

Crystal and Oscillator

   Table 63: Worldwide crystal and oscillator forecast 2001-2008 (US$m)

   Chart 2: Revenues, 2002-2008 (US$m)

PDA and handset company introductions

    AnexTEK Technology

    Arima Communication

       Table 64: Arima, quarterly handset shipments (million units)

       Table 65: Arima 2004 financial forecast adjustment (NT$b)

       Table 66: About Arima Communication

       Table 67: Arima milestones 1999-2004

    Asustek Computer

       Table 68: Asustek Computer milestone 1990-2005

       Table 69: Asustek PDA business

    BenQ

       Table 70: BenQ milestone 1984-2004

       Table 71: BenQ, revenues by products in 2004 (NT$m)

       Table 72: BenQ, worldwide mobile-phone shipments (million units)

    Chi Mei Communication Systems

       Table 73: CMCS milestone 2001-2004

       Table 74: CMCS, Motorola’s orders in 2004 and 2005

    CMC Magnetics

       Table 75: CMC Magnetics milestone 1978-2004

    Compal Communications

       Table 76: Compal Communications 1999-2004

       Table 77: Compal, 2004 and 2005 handset orders

       Table 78: Compal Communications, handset models launched from 1999-2003

       Table 79: Compal Communications, quarterly handset shipments (thousand units)

       Table 80: Compal Communications, full-year shipments (million units)

    Compal Electronics

       Table 81: Compal Electronics milestone 1984-2004

       Table 82: Compal, March and April shipments by products (thousand units)

    Dbtel Technology

       Table 83: Dbtel 2004 financial forecast (NT$m)

       Table 84: Dbtel, own-brand handset sales in 2001-2004 (thousand units)

       Table 85: Dbtel, quarterly shipments (thousand units)

       Table 86: Dbtel Technology milestone 1979-2004

    Foxconn Electronics

       Table 87: Foxconn Electronics milestone 1974-2004

    High Tech Computer

       Table 88: HTC milestone 1997-2004

       Table 89: T-Mobile, Four

       Table 90: HTC, PDA phone and smartphone 2002-2004

       Table 91: PDA phone specification

       Table 92: Smartphone specifications

    Inventec Appliances

       Table 93: Inventec Appliances, existing plants in China and Taiwan

       Table 94: Inventec Appliances milestone 2000-2004

    Lite-On Technology

       Table 95: Lite-On Group, strategic subsidiaries

       Table 96: Lite-On Technology December 2004 revenues

       Table 97: Lite-On Technology December consolidated revenues by product line

       Table 98: Lite-On Technology handset clients

       Table 99: Lite-On Technology milestone 1989-2004

    Mitac International

       Table 100: Mitac International milestone 1982-2004

       Table 101: Mitac, proportion revenues by products, Jan-Mar 2004

       Table 102: Mitac International, China production bases

       Table 103: Mitac, shipment projection, 2005 (million units)

    Quanta Computer

       Table 104: Quanta, handset customers

       Table 105: Quanta Computer milestone 1988-2004

    Unitech Electronics

    Wistron

       Table 106: Wistron Group

    Wistron NeWeb

       Table 107: WNC adjustment in 2004 financial forecast (NT$m)

       Table 108: WNC milestone 1996-2004