Leading Chinese Mobile Phone Vendors' Component Supply Chains

The growth of the Chinese mobile phone industry has encouraged international component suppliers to establish a presence in China. Chinese mobile phone vendors such as Lenovo, Bird and Amoi, whose operations are heavily oriented towards the Chinese domestic market, have turnkey solutions provided by MTK or Spreadtrum in order to maintain their competitiveness vis-a-vis the smaller mobile phone brands. At the same time, they have also been using IC solutions supplied by companies such as TI, Broadcom and Agere Systems to develop mid-range and high-end EDGE phone products, so as to differentiate their mobile phone models from those of competitors and avoid becoming bogged down in vicious price competition. This report will analyze the component supply chains of six leading Chinese mobile phone vendors: Lenovo, Bird, Amoi, TCL, ZTE, and Huawei.