According to sources, Apple Computer is going to introduce 'iPhone'
mobile phones in the first half of 2007 and might be looking for Taiwan OEM
partners to form a supply chain, just like they have for iPod. iPhone will be
equipped with MP3 player and 2 megapixel digital camera. Foxconn will continue
to be the assembly partner of iPhone, while iPod's suppliers may also
beneficial from this new product. Foxconn will start the shipment in February
with an average shipment of 500,000 to 600,000 units. Besides Foxconn, other
related suppliers of iPhone include Tripod and Unimicro, suppliers of flexible
circuit board for mobile phone, Entery for connector, Catcher for case, Seyen
for keypad, Largan for digital camera lens, and Altus for digital camera module.
In the near future, iPhone might not be able to contribute great revenue for
related suppliers. However, most suppliers still eye the long-term return of