The document summarizes key details about the Apple iPad 3: 1. It has a 9.7-inch LED-backlit IPS display with a resolution of 2048x1536 pixels (264 ppi), which is an improvement over the iPad 2's 1024x768 resolution (132 ppi). 2. It is powered by Apple's dual-core A5X chip with quad-core graphics and has improved front- and rear-facing cameras. 3. It will be available with 16GB, 32GB, or 64GB of internal flash memory and will support both WiFi and 4G wireless connectivity options.

1. v
iPad – 1
2 886.2.2181.8726
3 angelah@kgisia.com.tw
Apple iPad 3 3 7 9.7
9.4 (iPad 2 8.8 ) 1.44 (iPad 2 1.33
) 2048x1536 (264ppi)
iPad 2 1024x768 (132 ppi) CPU Apple A5X iPad 2
iPad HD 500
iSight ( )
10 iPad 2 6,900mAH
70% iPad 3 WiFi/ 4G WiFi 16GB
499 4G 64GB 829 Apple iPad 2 16G WiFi
399 iPad 3 16 10 (
) 3
23 26 ( )
iPad 2011 4,050 2012
6,000-6,500 2012 50%
65% Apple
iPad 3
2012 10-15
iPad 3 ( iPad 2 20% )
iPad 3
Apple iO S 3.2 Apple iO S 4 Apple iOS 5
1GHz Apple A4 1GHz Apple A5 1GHz Apple quad core A5X
( ) : VGA : HD (1+MP) : VGA : 5MP
16/32/64GB 16/32/64GB 16/32/64G B
9.7" 9.7" 9.7"
1024*768 (132 ppi) 1024*768 (132 ppi) 2048*1536 (264ppi)
(mAH) 3300 (2 cell) 2300 (3cell) 3900 (3 cell )
10 10 10
1.5 1.33 1.44
13 8.8 9.4
WiFi, 3G, WiFi 3G WiFi 4G
2010 4 2011 3 2012 3
( ) 499-829 499-829 499-829
O DM
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2. v
iPad 3
iPad (%)
(%) 10% 10-20% 20-50% 50%
Application processor Samsung 005935.KS 100
Baseband Qualcomm QCOM.US 100
N and flash Toshiba 6502.JP 50
Samsung 005935.KS 50
Samsung 005935.KS 40
Mobile DRAM Hynix 000660.KS 30
Micron MU.US 30
LG Display 034220.KS 50
Samsung 005935.KS 30
Sharp 6753.JP 20
Display IC (P-G amma) IML 3638.TW 100 V
Embedded display port Prarde Tech 4966.TW 100 V
6176.TW 75 V
Minebea 6479.JP 20
5371.TW 5 V
3673.TW 80 V
2384.TW 20 V
3673.TW 30 V
8056.TW 50 V
002106.SZ 20
Fujitek 25
Cover Lensone 50-60
3149.TW 15-25 V
6278.TW 70 V
L ED KTI 054040.KS 30
6153.TW 10-15 V
6269.TW 10-15 V
4958.TW 20-30 V
8039.TW 5-10 V
2354.TW 50-60 V
6121.TW 40-45 V
3211.TW 55-60 V
4915.TW 50 V
LG Innotek 11070.KS 40
3008.TW 40 V
3406.TW 60 V
3042.TW 40 V
2392.TW 50 V
Molex Inc. MOLX.US 40
國巨 2327.TW 60 V
3068.TW 10-20 V
Cyntec 60 V
2317.TW 100 V
iPad 2012 50% 6,000-6,500
( ) ( )
25 150
20 15.4 100
15 11.1 11.5
7.3 9.3 50
10 4.2 4.7
3.3 0
5
0 (50)
2Q10 3Q10 4Q10 1Q11 2Q11 3Q11 4Q11 1Q12F 2Q12F 3Q12F 4Q12F
Apple
IPad
( ) (%) ( ) ( ) (%)
2011F 2012F 2012F 2012F 2012F 1M 3M
2330.TW 5.18 5.75 11.0 13.8 2.9 2.2 4.9
IC 3034.TW 6.22 7.19 15.6 12.2 2.2 (2.8) 16.5
IC IML 3638.TW 5.94 7.98 34.3 13.2 3.0 (6.7) 32.7
Embedded display port 4966.TW 11.00 18.30 66.4 24.6 7.5 3.8 54.7
6176.TW 9.67 11.99 24.0 10.8 2.7 15.7 48.6
5371.TW 2.09 1.72 (17.7) 15.9 0.8 4.1 37.6
4942.TW 5.02 5.58 11.2 8.6 1.2 3.6 11.6
3673.TW 46.47 56.12 20.8 8.6 3.0 3.8 20.4
2384.TW 0.10 0.94 840.0 27.1 1.1 2.8 19.6
6153.TW 3.75 4.50 20.0 12.1 2.2 7.8 38.9
6269.TW 6.58 10.20 55.0 12.6 4.6 31.1 79.7
8039.TW 3.26 4.30 31.9 9.1 1.4 (0.5) 35.9
2354.TW 7.16 9.04 26.3 14.4 2.3 5.7 47.2
6121.TW 13.13 15.07 14.8 14.5 3.4 4.8 36.4
3211.TW 11.40 12.65 11.0 13.4 3.3 7.6 59.6
3008.TW 39.01 41.38 6.1 15.4 3.7 (5.3) 36.0
3406.TW 13.08 18.10 38.4 18.2 3.7 23.0 106.9
3042.TW 3.58 4.05 13.1 11.3 1.8 3.8 35.4
6278.TW 6.05 7.22 19.3 10.0 1.4 5.9 23.3
2392.TW 5.24 5.81 10.9 11.8 1.2 (2.0) 21.6
2317.TW 6.74 8.89 31.9 13.8 2.1 5.1 23.5
Bloomberg;
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200051 886.2.2181.8888
886.2.8501.1691
2014 A 24D1
518008
852.2878.6888 8th - 11th floors, Asia Centre Building
852.2878.6800 173 South Sathorn Road, Bangkok 10120, Thailand
66.2658.8888
66.2658.8014
(OP) (Excessive Return)
( ) 40%
(N) ( )
40% 40%
(U) ( )
40%
(NR)
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