L1 国际收支与国际储备.pdf

国际金融 international finance It’s simple to be winner, work with winners. Warren Buffett Awesome, terrific, Wonderful! 3I: iphone, imac, ipad 2 Suppose that you are Tim Cook who took over Steve Jobs. 3 The Company’s reportable operating segments consist of the Americas, Europe, Japan, Asia- Pacific and Retail. 2012 change proportion 2011 change proportion 2010 proportion Americas 57,512 50% 37% 38,315 56% 35% $24,498 38% Europe 36,323 31% 23% 27,778 49% 26% 18,692 29% Japan 10,571 94% 7% 5,437 37% 5% 3,981 6% Asia-Pacific 33,274 47% 21% 22,592 174% 21% 8,256 13% Retail 18,828 33% 12% 14,127 44% 13% 9,798 15% Total $156,508 45% 100% $108,249 66% 100% $65,225 100% consumption source: report of Apple inc. 4 iPhone Primary Contractors - a partial list  Software and design: Apple USA  Assembly: Foxconn Taiwan  TFT-LCD Screen: Sanyo Epson, Sharp, TMD Japan  Video processor: chip Samsung Korea Touch screen overlay Balda Germany  Bluetooth chip: Cambridge Silicon Radio UK  Chip manufacture: TSMC, UMC Taiwan  Baseband IC: Infineon Technology Germany  WIFI Chip: Marvell USA Production  Touch screen control chip: Broadcom USA  CMOS chip: Micron USA  NOR Flash ICs: Intel, SST USA  Display Driver chip: National Semi, Novatek US, TW  Case, Mechanical parts: Catcher, Foxconn Tech Taiwan  Camera lens: Largan Precision Taiwan  Camera module: