Mobile Computing in 2009 and Beyond: Market Forecasts, Industry Trends, Vendor Strategies

Published by: Market Intelligence & Consulting Institute

Published: Nov. 12, 2009 - 181 Pages

Table of Contents

1. Worldwide Notebook PC Market Outlook, 2H 2009 and Beyond

1.1 Notebook PC Market Demand Picks Up as Global Economic Declines Halt

1.2 Notebook PC Market Development in 1H 2009

1.2.1 Market Demand Exceeds Expectations; European Market Still Affected by Economic Downturn

1.2.2 Product Launch Delayed by Shortage of Key Components

1.3 Outlook for Global Notebook PC Market Development in 2H 2009

1.3.1 New Wintel Products Expected to Boost Market Demand

1.3.2 Peak-season Shipments Compromised by Component Shortage

1.4 Conclusion

1.4.1 Continuing Component Shortage Expected to Plague Notebook PC Shipments

1.4.2 Shipment Volume Forecasted to See Slight Growth Due to Anticipation of New Operating System

2. Worldwide Netbook PC Market Outlook, 2H 2009 and Beyond

2.1 Netbook PC Market Development in 1H 2009

2.1.1 Netbook PCs with Intel Atom Processor and Microsoft Windows XP Remain Mainstream

2.2 Netbook PC Market Outlook in 2H 2009

2.2.1 Price Competition Intense; Brands Adjust Panel Sizes of Netbook PCs

2.2.2 Mobile Operators and Mobile Phone Brands Making Foray into Netbook PC Market

2.2.3 Smartbook and Google OS to Influence the Netbook PC Industry

2.2.4 Holiday Effect Expected to Push End-market Sales

2.2.5 High-end Netbooks PCs to Adopt Windows 7 OS First

2.3 Conclusion

2.3.1 Netbook PC Market Expected to Grow at Slower Pace in the Future

2.3.2 Cross-Industry Alliances Formed; Netbook PC/Mobile Service Bundles Increasing

3. The Greater Chinese Notebook PC Industry, 3Q 2009

3.1 Industry Statistics

3.2 Industry Development, Mid-2009 and Beyond

3.2.1 Shipment Momentum Recovers in June

3.2.2 Clevo Rises in Shipment Rankings in 2Q 2009

3.2.3 CULV-platform Notebook PCs to Become Focus in 2H 2009 despite Limited Penetration Rate

3.2.4 Shipments Overshadowed by Component Shortage in 2H 2009

4. The Greater Chinese Netbook PC Industry, 3Q 2009

4.1 Industry Statistics

4.2 Industry Development Analysis

4.2.1 Compal Largest Manufacturer in the Industry

4.2.2 Brands Mull Changes in Product Strategies

4.2.3 ARM, Google's Market Participation to Enhance Product Differentiation

5. Netbook PC/Mobile Service Bundles: Current Status and Key Success Factors

5.1 Background

5.2 Emergence of Cooperation between Netbook PC Vendors and Mobile Operators

5.3 Driving Factors behind Mobile Operator Services Bundled with Low-price or Free Netbook PCs

5.4 Current Development of Netbook PC/Mobile Service Bundles

5.5 Different Models for Netbook PC/Mobile Service Bundles

5.5.1 Model Similar to Mobile Phone Bundled Services

5.5.2 HTC-developed Model

5.5.3 Distributor-led Model

5.6 Key Success Factors

5.6.1 Usage Model

5.6.2 Profit Factors

5.6.3 Infrastructure

5.7 MIC Perspective

5.7.1 Partners of Equal Standing for Telecom Operators

6. Strategic Implications of Intel's CULV Platform Launch

6.1 Foreword

6.2 Intel CULV Platform Product Specifications

6.2.1 CULV Functions

6.2.2 CULV Product Prices

6.3 Key Components of CULV Platform Products

6.3.1 Panel

6.3.2 Casing

6.3.3 PCB

6.3.4 Battery

6.3.5 Storage

6.3.6 Conclusion

6.4 MIC Perspective

6.4.1 Impact on Industry

6.4.1.1 Prevent AMD Yukon from Making Inroads into Low-price Portable Market

6.4.1.2 Contain Upward Development of Netbook Atom

6.4.1.3 More Sophisticated Market Segmentation

6.4.1.4 Stimulating Profits in Industry Chain

6.4.2 Impact on Market

6.4.2.1 Create Demand

6.4.2.2 Squeeze Effect

6.4.2.3 Inroads Effect

6.4.2.4 Vicious Circle Due to Low-price Trend

7. Product Positioning of Nokia's Booklet 3G and Its Impact on the Netbook PC Market

7.1 Product Positioning of Nokia's Booklet 3G Close to Market Mainstream

7.1.1 Limited Degree of Differentiation with Wintel Architecture

7.1.2 High Price Conflicts with Netbooks' Focus on Moderate Pricing

7.1.3 Bundled Sales with Telecom Services to Be Main Sales Method

7.2 Booklet 3G Not Expected to Create Major Waves in the Market

7.2.1 High Degree of Difficulty in Cross-industry Operations

7.2.2 Link between High Price and Impressions of Brand and Products not Easy to Establish

7.2.3 Hard to Emulate Samsung's Success in Telecom Channels

7.2.4 Forecasting Consumer Acceptance of Ovi Platform Not Easy

7.3 Conclusion

8. Insight into Samsung Electronics' Notebook PC Business Model

8.1 Current Status of Samsung Electronics' Business Operations

8.1.1 Development Prospects

8.1.2 Corporate Growth and Revenue

8.2 Samsung Electronics' Notebook PC Business Development

8.2.1 Development Scenario

8.2.1.1 Inception (1995 - 1999)

8.2.1.2 Cultivation (1999 - 2006)

8.2.1.3 Acceleration (2006- 2008)

8.2.1.4 Breakthrough (2008 and Beyond)

8.2.2 Global Deployment Strategies

8.2.2.1 Capacity Allocation

8.2.2.2 Major Markets

8.2.3 Major Product Features

8.2.4 Global Logistics Model

8.2.5 Business Objectives

8.3 Samsung Electronics' Notebook PC Market Development

8.3.1 Korea

8.3.1.1 Development Process

8.3.1.2 Product Mix and Distribution Channels

8.3.1.3 Business Model

8.3.2 Russia

8.3.2.1 Development Process

8.3.2.2 Product Mix

8.3.2.3 Business Model

8.3.3 China

8.3.3.1 Development Process

8.3.3.2 Evolution of Business Strategies in China

8.3.3.3 Distribution Channel System

8.3.3.4 Product Mix

8.3.3.5 Price Points

8.3.3.6 Business Model

8.3.4 United States

8.3.4.1 Comparison between Samsung X360-34P and Apple MacBook Air MB940LL/A

8.3.5 Comparison of Development in Korea, Russia, China, and the United States

8.4 Overall Analysis

8.4.1 Different Business Strategies Catering to Different Markets

8.4.2 Product Mix in Line with Strategic and Market Demand

8.4.3 Centralized In-house Production Strategy

8.4.4 Vertical Integration of Industry Value Chain

8.5 MIC Perspective

8.5.1 In Spite of Aggressive Goals for the Future, Internal Strategic Adjustments Are Required to Achieve Goals

8.5.2 Conflict of Interest May Compromise Samsung Electronics' Key Component Businesses

9. Smartbook Deployment of ARM-based Chip Vendors and the Future Development of Smartbook Products

9.1 Smartbook Deployment of ARM-based Chip Vendors

9.1.1 Qualcomm Snapdragon Focuses on 1GHz and Higher Integrated Chips

9.1.2 TI Aims to Create Multimedia Entertainment Experience with the OMAP3

9.1.3 Freescale and Pegatron Collaborate on Smartbook Reference Design

9.1.4 Nvidia and Microsoft Cooperate in the Mobile Internet Access Device Market

9.2 Competition between Smartbooks and Netbook PCs

9.2.1 Demand for Seamless Internet Connectivity Gives Rise to Portable Internet Access Device Market

9.2.2 ARM Makes Portable Internet Access Device Industry More Comprehensive

9.2.3 Portable Internet Access Devices Create Cross-industry Outsourcing Partnerships

9.3 Current and Future Smartbook Development

9.3.1 Apple's New Portable Internet Access Device Could Possibly Touch Off Smartbook Chain Effect

9.3.2 Integrating Reading Function Could Create New Breakthrough for Smartbooks

9.4 MIC Perspective

9.4.1 Software Compatibility and Screen Resolution Key Elements for Smartbooks

9.4.2 Low Prices Key Advantage for ARM-based Handheld Mobile Devices in Competition with Wintel

9.4.3 Android Phone Growth Will Influence Smartbook Development

10. Chinese White-box and Counterfeit Netbook PCs: Current Status and Future Industry Impact

10.1 Current Development of White-box and Counterfeit Netbook PCs in China

10.1.1 Background

10.1.1.1 White-box and Counterfeit Netbook PC Market Development Volatile

10.1.1.2 Chinese Government Aims to Upgrade White-box and Counterfeit Product Industries

10.2 Copying the Success Model of Black-market Mobile Phones Not Easy

10.2.1 Key Success Factors for Black-market Mobile Phones

10.2.1.1 Low-cost Strategies

10.2.1.2 Short Time-to-Market

10.2.1.3 Aggressive Attitude by Distribution Channels

10.2.2 Challenges for White-box and Counterfeit Netbook PCs

10.2.2.1 Technology Barriers

10.2.2.2 Potential Market Volume

10.2.2.3 Consumer Behavior

10.2.2.4 Threats from Branded Products

10.3 Impact of Chinese White-box and Counterfeit Netbook PCs on Netbook/Notebook PC Brands, Contract Manufacturers, Component Suppliers

10.3.1 Brands

10.3.1.1 Near-term Future

10.3.1.2 Mid-term Future

10.3.1.3 Long-term Future

10.3.2 Contract Manufacturers

10.3.2.1 Near-term Future

10.3.2.2 Mid-term Future

10.3.2.3 Long-term Future

10.3.3 Component Suppliers

10.3.3.1 Near-term Future

10.3.3.2 Mid-term Future

10.3.3.3 Long-term Future

10.4 Conclusion

10.4.1 Chinese White-box and Counterfeit Netbook PCs Cannot Fully Copy Success Model of Black-market Mobile Phones

10.4.2 Impact on Netbook PC/Notebook PC Industry Expected to Be Limited in Near-term Future; In Long-term Future, Potential Impact on Notebook PC Contract Production

11. Low-price Trend Moves to the Forefront: Notebook PC Camera Development in 2009

11.1 Netbook PCs Push Overall Camera Adoption Rate in Notebook PCs

11.1.1 Economic Developments Cause Slowdown in Notebook PC Market Growth

11.1.2 Camera Built-in Ratio in Notebook PCs Expected to Continue to Grow in 2009

11.1.3 Taiwanese Manufacturers Account for More than 90% of Worldwide Notebook PC Camera Shipment

11.2 Key Notebook PC Camera Product Development Trends

11.2.1 VGA Products Are Market Mainstream

11.2.2 Low-price Trend among Notebook PCs and Increasing Share of VGA Products Cause Rapid Decline of Notebook Camera ASP

11.2.3 Slim Design Is Definite Trend; Auto-focus Function Still Needs Time to Develop

11.2.3.1 LED Adoption Expected to Increase Significantly in 2009

11.2.3.2 Auto-focus Function Still Limited by Price

11.3 Competition Trends in the Notebook PC Camera Industry

11.3.1 Industry Competition Intensifies; Some Assembly Companies Exit the Industry

11.3.2 Interfaces Influence Necessity of Back-end IC

11.4 MIC Perspective

11.4.1 Constrained by Transmission Rates and Applications, Resolution Increases Slow

11.4.2 Camera Ratio in Notebook PCs Already High; Some Manufacturers Exiting the Industry

Appendix

List of Tables

Table 1 Comparison of Intel CULV Series Platform Features

Table 2 Cost Comparison between Non-CULV Platform Notebook PC and CULV Platform Notebook PC (13" Notebook PC)

Table 3 Comparison of Product Specifications: Nokia Booklet 3G and Asus Eee PC 1008 HA

Table 4 Samsung Electronics' Notebook PC Business Objectives

Table 5 Samsung Electronics' Notebook PC Business Model in Korea

Table 6 Samsung Electronics' Notebook PC Business Model in Russia

Table 7 Samsung Electronics' Notebook PC Business Model in China

Table 8 Comparison of Samsung X360-34P and Apple MacBook Air MB940LL/A

Table 9 Comparison of Samsung Electronics' Notebook PC Business Models in Korea, Russia, China, and the United States

Table 10 Qualcomm Snapdragon Platform Specifications

Table 11 TI OMAP Platform Specifications

Table 12 Nvidia ION and Tegra Platform Specifications

Table 13 Types of Companies in the Netbook PC Industry

Table 14 Impact of Chinese White-box and Counterfeit Netbook PCs on Netbook/Notebook PC Industry

Table 15 Branded Vendors' Notebook PC Camera Adoption Ratio,2009 Forecast

Table 16 Notebook PC Camera Unit Prices by Resolution, 2008 -2009

Table 17 Taiwanese Notebook PC Camera Assembly Companies by Tier, 2008

Abstract

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