GPS产业前景与展望以整机方式销售的手持式GPS

EquityResearch–TaiwanGPSElectronicsSegmentResearchJune13,2005參量不律不來不更不若料不102-8161809002-81618478GPSGPS流1.GlobalPositioningSystem了1978年1993年242.GPS2000年林ABI料06年GPS410年度21年率3.CPUGPSIC率GPS流4.ICGPS龍ICSiRFGPSGarmin不GPSPNA見5.GPSPDAGPS來GPS6.GPS神GPS3461GPS倫[e-mail]–TaiwanGPSElectronicsSegmentResearchJune13,2005參量不律不來不更不若料不202-8161809002-81618478GPSGlobalPositioningSystem了1978年1993年241983年007落雷了GPS力GPSGPS1995年量領不1995年GPSICSiRF立GPSIC降年來論GPS量都更GPSPDAGPS陸利力不GPS1.精度GPS率2000年5林令年來量度SASelectiveAvailabliltyGPS離10010100都車精度GPSABI料06年GPS410年度21年率GPS10料來ABI理June200501020304050200020012002200320042005f2006f0%7%14%21%28%35%年率EquityResearch–TaiwanGPSElectronicsSegmentResearchJune13,2005參量不律不來不更不若料不302-8161809002-816184782.車GPSABI料陸GPS80若車/類01年2955了06年見40GPS料來ABI理June2005了精度GPSPDAGPS陸了GPSTMCTrafficMessageChannelFM路GPS路行131711車GPS類來GPS力TMC料來TMCForum理June200529%4%55%12%40%9%35%16%0%12%24%36%48%60%20012006EquityResearch–TaiwanGPSElectronicsSegmentResearchJune13,2005參量不律不來不更不若料不402-8161809002-81618478GPS來GPSPDA車異不CPUGPSIC率GPS流1.USB藍PDANBPC行GPS拓GPSICPDACPU行GPS力麗不烈例PDA率滑來量1Q05Share1Q04ShareYoYPDA706,29027592,1153619PDA1,869,930731,065,6856475Total2,576,2201001,657,80010055料來IDC理June20052.GPSGPSPDACPU力不PDA數理錄便行類GPSGarminTrimbleGPSGarmin陸車GPS論精度便利都車500GarminTrimble1000神車GPS300力EquityResearch–TaiwanGPSElectronicsSegmentResearchJune13,2005參量不律不來不更不若料不502-8161809002-81618478廉Medion便不GPS年車不來車車便行GPS率3.PNAPNAGPSICPDA1990年GarminSiRFGPSIC量PDAGPS神Mio168PocketPCWinCE.netPDAGPSGPSPDAPDA錄力NBPC便利PDA便250~300PNAPNA來GPS4.率05年量7.3PDAGPS臨狀便A-GPSA-GPSGPS異路了路料力A-GPS料來IEK理June2005EquityResearch–TaiwanGPSElectronicsSegmentResearchJune13,2005參量不律不來不更不若料不602-8161809002-81618478A-GPSE911立GPS15例SmartphoneGPS行不SiRFGPS5來GPS來PNAGPSGPSGPS30年ICGPS龍不GPSPNA見1.GPSICSiRFGPSICRFBaseband兩理濾降RFCPU行GPSIC料來SiRF理June2005GPSGPSICSiRFTrimbleGarminTrimbleGarminIC行ICSiRFGPSICEquityResearch–TaiwanGPSElectronicsSegmentResearchJune13,2005參量不律不來不更不若料不702-8161809002-81618478GPS數GPS料GarminSiRFGPSIC力料數狀料SiRFGPSIC數量12GPS24省來SiRFRFBasebandGPS15~20若降5~8更利GPSGPSIC類IC數ICBasebandSiRF2.GPSGPS路PDA理力降領不陸PDAGPSASP利率滑麗GPSODM3.GPSGPSGPSGarminMagellanTrimble神Medion立GarminGPS龍車/率9030~40AM車Garmin60率70見EquityResearch–TaiwanGPSElectronicsSegmentResearchJune13,2005參量不律不來不更不若料不802-8161809002-81618478GarminGPSIC力GPS不車Medion神不來車GPS車GPSGPS不車力更4.PNAPNAGPSGarminPNA路異利率見Garmin行神Mio168GPSPDA利PDACPU300~350論Medionn35PDAGPSGPSPDA兩不行類行兩GPSGPSPDA不劣神數WinCE.net立PCNBPCPDAPNA不來GPSEquityResearch–TaiwanGPSElectronicsSegmentResearchJune13,2005參量不律不來不更不若料不902-8161809002-81618478GPSGPSICSiRFSnaptrackGPS---麗GPSGarminLawrenceMagellanTrimble神PNAGarmin神料來理June2005GPSGPS2000年了異力不烈GarminPNA神Mio168來GPSPNA力GPS1.神2315神DTPCDellDTPCIntelSunMicrosystemPC不PC利率滑神DTPC利率4了GPS便神GPS168/169/269PDAGPS136GPS04年PDA/GPS8/204年GPS05年4/6IDC料Mio連兩4Q04Medion神ODM4Q04神48EquityResearch–TaiwanGPSElectronicsSegmentResearchJune13,2005參量不律不來不更不若料不1002-8161809002-816184783Q044Q04率3Q04VendorShipmentMarketShare1PalmOne736,48134.72HPQ648,97530.63Dell188,2008.94Mio68,5003.25Sony44,1922.14Q04VendorShipmentMarketShare1PalmOne1,174,000422HPQ769,00027.53Dell197,00074Medion115,0004.15Mio87,00031料來IDC理June2005GPS來車GPS神Mio行狀4Q04LG路行率30年Synnex路北行ODM路MedionMedion2H04神量不量便101Q05Medion年量GPSPDAGPS利率PCPC神利率六神GPS量料來IDC理June2005015304560751Q042Q043Q044Q041Q052Q05f3Q05f4Q05fEquityResearch–TaiwanGPSElectronicsSegmentResearchJune13,2005參量不律不來不更不若料不1102-8161809002-816184782.麗2465麗nVidiaVGAVGA陸率麗GPS麗GPSBluetoothCFUSBGPS麗GPS路PDA225~30不烈殺麗2H04便GPS13Q05GPS狀3.3431數便GPSHolux路PDA率便GPS力04年便類GarminMagellanGPS50GPS來ODM4.3306GPSRoyaltek率略不GPS不PNA行力力PNA50來力5.6284EMI30OVP30流OCP5GPSWLAN/藍25GPS車Mercedes-BenzGPS車50隆TOBEGPSGPS神Mio量EquityResearch–TaiwanGPSElectronicsSegmentResearchJune13,2005參量不律不來不更不若料不1202-8161809002-8161847850料GPS陸來論GPS神GPS神2Q05501Q05905年730.29+44.69YoY利37.63+66.9YoYEPS3.3534MBNB神年陸車GPS05年04年30EPS4.761