中國上網型筆電市場

Abstract

China' s blue-ocean netbook market offers the kind of high margins that no PC or CE vendor wants to miss.

The result, however, is intense competition between every player in the netbook value chain. Already, the x86-based platform is being threatened by ARM-based platforms.

To better understand China' s netbook market, In-Stat interviewed specialists from several parts of the industry, including operators, netbook vendors, chipset vendors, OEM vendors, and national agencies. Based on this research, the report first outlines the current status of the Chinese netbook market. It also discusses the development of the 3G market and operator plans for 3G services, and analyzes each part of the netbook value chain and its key players. Finally, it provides netbook shipment forecasts based on an analysis of the current market drivers and barriers.

Table of Contents

• Executive Summary
• Huge Potential for Netbooks in China
  • Definition
  • Market Size
• Netbooks Heavily Promoted by 3G Operators
• China Mobile Promoting TD-SCDMA Netbooks
  • TD-SCDMA Network
    • TD-SCDMA End-Devices
    • Data Service Strategy: Subsidies to Drive Early Adoption
  • China Unicom Confident in WCDMA Network
    • WCDMA Network
    • WCDMA End-Devices
    • Data Service Strategy: WCDMA Network Benefits
  • China Telecom Promoting Netbooks Without Embedded Data Cards
  • CDMA2000 EV-DO Network
  • CDMA2000 EV-DO End Devices
  • Data Service Strategy: Large User Base for CDMA2000 1X Data Cards
• Netbook Value Chain: Intense Competition
  • Chipset Vendor Analysis
    • x86-Based
    • ARM-Based
  • OEM Analysis
  • Operating System Analysis
  • Operator Analysis
  • Channels
    • China Mobile' s Netbook Channels
    • China Telecom' s Netbook Channels
• Analysis of Key Player Strategies
  • Chipsets
    • Intel to Control Netbook Market
    • ARM Offers Lower Price but Only Supports Linux
    • VIA Will Try to Keep 15% of Netbook Market
  • Operating Systems
    • Google Android More Suitable for ARM-Based Chipsets
    • Google Chrome to Compete With Windows
    • RedFlag Linux to Work With Operators on Customized OS
  • End-Device Vendors
    • Lenovo
    • Dell
    • HP
    • Tsinghua Tongfang.
  • Outlook for Shanzhai Netbooks Grim
• Netbook Market Forecasts
  • Market Drivers
  • Market Barriers
  • Key Market Assumptions
  • Shipments Forecast
• Glossary
• Related In-Stat Reports

List of Table

• Table 1. China Mobile' s TD-SCDMA Netbook Subsidies
• Table 2. China Mobile' s TD-SCDMA Netbook Data Fees
• Table 3. China Unicom' s WCDMA Netbook Subsidies
• Table 4. China Unicom' s WCDMA Network Data Fees
• Table 5. Operator Strategies for 3G and Mobile Internet
• Table 6. ARM-Based Platform Providers
• Table 7. Lenovo' s Netbook Product List
• Table 8. Dell' s Netbook Product List
• Table 9. HP' s Netbook Product List
• Table 10. Tsinghua Tongfang' s Netbook Product List
• Table 11. Shanzhai Netbook Cost

List of Figures

• Figure 1. China' s Netbook Shipments Forecast, 2008 - 2013 (in Millions)
• Figure 2. China' s 2008 PC Shipments (in Millions)
• Figure 3. China Mobile' s 3G Network Coverage Plan, 2009 - 20115
• Figure 4. China Mobile' s 3G Subscriber Growth Plan, 2009 - 2011 (in Millions)
• Figure 5. China Unicom' s 3G Network Coverage Plan, 2009 - 2011
• Figure 6. China Unicom' s 3G Subscriber Growth Plan, 2009 - 2011 (in Millions)
• Figure 7. China Telecom' s 3G Network Coverage Plan, 2009 - 2011
• Figure 8. China Telecom' s 3G Subscriber Growth Plan, 2009 - 2011 (in Millions)
• Figure 9. China' s Netbook Value Chain
• Figure 10. China Mobile' s Netbook Channels
• Figure 11. China Telecom' s Netbook Channels
• Figure 12. ARM Chipset Roadmap
• Figure 13. ARM-Supported Linux OS Ecosystem
• Figure 14. Overview of China' s PC and Mobile Internet Users (2008)
• Figure 15. Mobile Internet User Growth, 2007 - 2008 (in Millions)
• Figure 16. Main Problems With Mobile Internet
• Figure 17. Satisfaction With Mobile Internet
• Figure 18. Major Netbook Uses
• Figure 19. Major Netbook Disadvantages
• Figure 20. China' s Netbook Shipments Forecast, 2008 - 2013 (in Millions)
• Figure 21. China' s Netbook Shipments Forecast by Telco and Non-Telco, 2008 - 2013 (in Millions)
• Figure 22. China' s Netbook Shipments Forecast by Operator, 2009 - 2013 (in Millions)
• Figure 23. China' s Netbook Shipments Forecast by OS, 2008 - 2013 (in Millions)