ODM (i) DVD (ii) 2013 2 TCL 61,600 53
2012 40 行業概覽 1. 行業 201230,099.0 5.2% 73.1% 26.9% 2015 30,033.9 2010 20122013 2015 54
2010 2015 31,357.2 31,747.8 30,099.0 30,325.5 30,218.7 30,033.9 21,920.7 22,728.9 21,991.4 22,666.5 23,047.1 23,306.4 9,436.5 9,018.9 8,107.6 7,659.0 7,171.6 6,727.5 DVD DVD 2012-2015 -0.9% -0.1% 2012-2015 -9.9% 2012-2015 3.7% 2.3% 55
2010 2015 31,357.2 3,503.6 3,946.6 2,879.9 2,722.7 1,771.5 31,747.8 3,363.8 4,279.6 2,964.0 2,913.4 1,796.8 30,099.0 30,325.5 30,218.7 30,033.9 3,117.5 4,012.7 2,884.1 4,247.2 2,752.9 4,310.8 2,675.2 4,299.6 2,823.8 2,926.9 2,976.4 3,016.9 2,997.7 3,156.4 3,303.0 3,478.6 1,553.2 1,232.4 1,168.9 1,136.9 11,213.6 11,441.9 10,686.5 10,964.5 10,818.6 10,651.5 5,319.3 4,988.3 4,907.6 4,914.0 4,888.1 4,775.2 DVD 2010 69.9% 2012 73.1% 2015 77.6% 2010 30.1% 2012 26.9% 2015 22.4% DVD 2010 2012 2015 2010 2012 2015e 30.1% 26.9% 22.4% 69.9% 73.1% 77.6% DVD 56
2. ODM OEM ODM OEM ODM OEM 2012 261.082.1% 2010 2015 320.9 257.0 317.3 317.8 308.5 294.3 281.0 257.7 261.0 252.7 240.0 227.9 DVD 2015 227.9 (2012-2015-4.4% ODM OEM 2012 2015 19.0% 9.3% 6.8% 57
2010 2015 257.0 102.8 257.7 261.0 252.7 105.6 108.7 111.5 240.0 114.6 227.9 117.9 154.2 152.2 152.4 141.1 125.4 110.0 DVD 2012 2012 2012 % 1 13,203.0 7.5% 2 7,960.0 4.5% 3 6,041.2 3.4% 4 4,500.0 2.6% 5 4,051.6 2.3% DVD. 行業概覽 1. 概覽 2012 8,107.6 2015 6,727.5 58
DVD DVD DVD 2012 2015 1.9% 2010 2015 DVD 9,436.5 9,018.9 8,107.6 7,659.0 7,171.6 5,615.6 4,591.6 3,455.6 2,787.1 2,230.9 6,727.5 1,807.5 3,820.9 4,427.3 4,652.0 4,871.9 4,940.7 4,920.0 DVD 2. 2012152.4 88.9% DVD 201280% 2010 2015 DVD 154.2 152.2 152.4 141.1 125.4 110.0 148.2 142.4 134.0 117.9 98.9 78.9 5.9 9.8 18.4 23.3 26.5 31.0 DVD 59
3. ODM OEM 100 2012 22.8% 10% 2012 8.1% 5.1% 4.0% 2012 2012 2012 (%) 1 12,311.1 8.1% 2 7,840.0 5.1% 3 6,041.2 4.0% 4 4,500.0 3.0% 5 4,000.0 2.6% DVD 行業概覽 1. 概覽 2012 21,991.4 3.2%2012 2015 2015 23,306.4 2012 3.8% 2011 55.6% 60
2010 2015 21,920.7 22,728.9 22,666.5 23,047.1 21,991.4 1,427.4 1,359.9 1,274.4 1,227.6 1,188.8 2,249.9 2,384.3 2,343.6 2,404.4 2,431.6 23,306.4 1,147.5 2,464.0 8,128.6 8,314.5 8,128.1 8,642.4 9,045.1 9,397.0 4,745.3 4,886.4 4,589.0 4,639.9 4,614.2 4,582.3 1,930.0 2,187.8 2,271.4 2,344.2 2,369.8 2,321.4 3,439.5 3,596.0 3,384.9 3,408.0 3,397.6 3,394.2 2. 2012108.7 74.2% 2010 201212.8% 9.8% 2010 2015 102.8 105.6 108.7 111.5 114.6 117.9 20.8 19.9 19.4 24.4 22.7 21.7 9.6 10.3 10.9 11.5 12.0 12.5 19.7 21.8 23.7 25.5 27.2 28.9 22.7 21.6 20.8 19.9 19.2 18.5 28.0 16.9 19.3 21.5 23.6 25.8 9.5 9.8 10.1 10.3 10.5 10.7 61
3. ODM OEM 1,500 2012 21.8% 2012 31.4%1,500 2012 17.1% 2012 2012 2012 (%) 1 4,051.6 17.1% 2 1,200.0 5.1% 3 1,015.0 4.3% 4 651.5 2.8% 5 DAHW 504.3 2.1% 行業概覽 2008 2008 9 62
2008 3.7 2010 9.32011 3.5 2012 3.2 2008 19.7 2011 2011 2012 2011 2015 200 2012 7 0.9 2012 103.2 8.3 24 2012 10060 50 2012 2010 2012 2013 2015 63
2010 2015 14.8 15.0 9.7 11.8 5.3 2.4 2011 8 824,483 488,813 2015 1. 行業 DVD IC 2. 行業 (i) (ii) (iii) ODM OEM 64
65 3. 行業 ODM/OEMIC 2010 2012 50,000 55,000 60,000 65,000 70,000 75,000 80,000 1 /2010 2 /2010 3 /2010 4 /2010 5 /2010 6 /2010 7 /2010 8 /2010 9 /2010 10 /2010 11 /2010 12 /2010 1 /2011 2 /2011 3 /2011 4 /2011 5 /2011 6 /2011 7 /2011 8 /2011 9 /2011 10 /2011 11 /2011 12 /2011 1 /2012 2 /2012 3 /2012 4 /2012 5 /2012 6 /2012 7 /2012 8 /2012 9 /2012 10 /2012 11 /2012 12 /2012 2010 2011 2011 2 2012 201112.5% 201213.6%