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市場調查報告書
行動計算(2009年及2009年以後)：市場預測・市場動向・供應商策略
Mobile Computing in 2009 and Beyond: Market Forecasts, Industry Trends, Vendor Strategies
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行動計算(2009年及2009年以後)：市場預測・市場動向・供應商策略 是由出版商Market Intelligence & Consulting Institute (MIC)在2009年11月所出版的。
這份英文市場調查報告書包含181 pages 價格從美金3600起跳。
Abstract
The mobile computing sector is a key research area of MIC (Market Intelligence
& Consulting Institute), with research reports being published year-round on
key developments in this sector. This report is an amalgamation of MIC' s core
research in this area in 2009, providing readers comprehensive and in-depth
analysis of current and future market development, major industry trends, and
key vendors' strategies. The different sections in this report appear in their
originally published form, with the exception of multi-year worldwide notebook
PC/netbook PC shipment forecasts, which were updated in October 2009.
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
List of Figures
- Figure 1 Worldwide Notebook PC Shipment Volume, 1H 2004 - 2H 2008
- Figure 2 Worldwide Notebook PC Shipment Volume, 2008 - 2014
- Figure 3 Worldwide Netbook PC Shipment Volume, 1H 2008 - 2H 2008
- Figure 4 Major Factors Influencing Netbook PC Supply and Demand, 1Q 2009
- 4Q 2009
- Figure 5 Worldwide Netbook PC Shipment Volume, 2008 - 2014
- Figure 6 Greater Chinese Notebook PC Shipment Volume, 1Q 2008 - 3Q 2010
- Figure 7 Greater Chinese Notebook PC Shipment Value and ASP, 1Q 2008 - 4Q
2009
- Figure 8 Greater Chinese Notebook PC Manufacturer Volume Ranking, 1Q 2007
- 2Q 2009
- Figure 9 Greater Chinese Notebook PC Manufacturer Tier Position, 1Q 2007
- 2Q 2009
- Figure 10 Greater Chinese Notebook PC Shipment Volume by Tier, 1Q 2007 -
2Q 2009
- Figure 11 Greater Chinese Notebook PC Shipment Volume by Maker, 1Q 2007 -
2Q 2009
- Figure 12 Greater Chinese Notebook PC Shipment Volume by Assembly Level,
1Q 2007 - 2Q 2009
- Figure 13 Greater Chinese Notebook PC First Tier Makers' Shipment Volume
by Assembly Level, 1Q 2007 - 2Q 2009
- Figure 14 Greater Chinese Notebook PC Second Tier and Other Makers'
Shipment Volume by Assembly Level, 1Q 2007 - 2Q 2009
- Figure 15 Greater Chinese Notebook PC Shipment Volume by Form Factor, 1Q
2007 - 2Q 2009
- Figure 16 Greater Chinese Notebook PC Shipment Volume by Screen Size, 1Q
2007 - 2Q 2009
- Figure 17 Greater Chinese Notebook PC First Tier Makers' Shipment Volume
by Screen Size, 1Q 2007 - 2Q 2009
- Figure 18 Greater Chinese Notebook PC Second Tier and Other Makers'
Shipment Volume by Screen Size, 1Q 2007 - 2Q 2009
- Figure 19 Greater Chinese Notebook PC Shipment Volume by Computing
Platform Type, 1Q 2007 - 2Q 2009
- Figure 20 Greater Chinese Notebook PC Shipment Volume by ODD Type, 1Q
2007 - 2Q 2009
- Figure 21 Greater Chinese Notebook PC Shipment Volume by Price Point, 1Q
2007 - 2Q 2009
- Figure 22 Greater Chinese Notebook PC First Tier Makers' Shipment Volume
by Price Point, 1Q 2007 - 2Q 2009
- Figure 23 Greater Chinese Notebook PC Second Tier and Other Makers'
Shipment Volume by Price Point, 1Q 2007 - 2Q 2009
- Figure 24 Greater Chinese Notebook PC Shipment Volume by Production
Location, 1Q 2007 - 2Q 2009
- Figure 25 Greater Chinese Notebook PC Shipment Volume by Destination, 1Q
2007 - 2Q 2009
- Figure 26 Greater Chinese Notebook PC First Tier Makers' Shipment Volume
by Destination, 1Q 2007 - 2Q 2009
- Figure 27 Greater Chinese Notebook PC Second Tier and Other Makers'
Shipment Volume by Destination, 1Q 2007 - 2Q 2009
- Figure 28 Greater Chinese Notebook PC Shipment Volume by Business Type,
1Q 2007 - 2Q 2009
- Figure 29 Greater Chinese Notebook PC First Tier Makers' Shipment Volume
by Business Type, 1Q 2007 - 2Q 2009
- Figure 30 Greater Chinese Notebook PC Second Tier and Other Makers'
Shipment Volume by Business Type, 1Q 2007 - 2Q 2009
- Figure 31 Greater Chinese Notebook PC Shipment Volume by Customer, 1Q
2007 - 2Q 2009
- Figure 32 Greater Chinese Netbook PC Shipment Volume, 4Q 2007 - 2Q 2010
- Figure 33 Greater Chinese Netbook PC Shipment Value and ASP, 4Q 2007 - 4Q
2009
- Figure 34 Greater Chinese Netbook PC Manufacturer Volume Ranking, 4Q 2007
- 2Q 2009
- Figure 35 Greater Chinese Netbook PC Manufacturer Tier Position, 4Q 2007
- 2Q 2009
- Figure 36 Greater Chinese Netbook PC Shipment Volume by Tier, 4Q 2007 -
2Q 2009
- Figure 37 Greater Chinese Netbook PC Shipment Volume by Maker, 4Q 2007 -
2Q 2009
- Figure 38 Greater Chinese Netbook PC Shipment Volume by Screen Size, 4Q
2007 - 2Q 2009
- Figure 39 Greater Chinese Netbook PC First Tier Makers' Shipment Volume
by Screen Size, 4Q 2007 - 2Q 2009
- Figure 40 Greater Chinese Netbook PC Second Tier and Other Makers'
Shipment Volume by Screen Size, 4Q 2007 - 2Q 2009
- Figure 41 Greater Chinese Netbook PC Shipment Volume by Computing
Platform Type, 4Q 2007 - 2Q 2009
- Figure 42 Greater Chinese Netbook PC Shipment Volume by Price Point, 4Q
2007 - 2Q 2009
- Figure 43 Greater Chinese Netbook PC First Tier Makers' Shipment Volume
by Price Point, 4Q 2007 - 2Q 2009
- Figure 44 Greater Chinese Netbook PC Second Tier and Other Makers'
Shipment Volume by Price Point, 4Q 2007 - 2Q 2009
- Figure 45 Greater Chinese Netbook PC Shipment Volume by Production
Location, 4Q 2007 - 2Q 2009
- Figure 46 Greater Chinese Netbook PC Shipment Volume by Destination, 4Q
2007 - 2Q 2009
- Figure 47 Greater Chinese Netbook PC Shipment Volume by Business Type, 4Q
2007 - 2Q 2009
- Figure 48 Greater Chinese Netbook PC Shipment Volume by Customer, 4Q 2007
- 2Q 2009
- Figure 49 Cooperation between Netbook PC Brands and Mobile Operators in
Europe and Asia
- Figure 50 Three Models for Netbook PC/Mobile Service Bundles
- Figure 51 Samsung Electronics' Corporate Development Strategies
- Figure 52 Samsung Electronics' Overall Revenue and Brand Value, 2002 -
2008
- Figure 53 Distribution of Samsung Electronics' Global Production Sites
and Sales Units
- Figure 54 Samsung Electronics' Business Results
- Figure 55 Samsung Electronics' Notebook PC Business Development
- Figure 56 Samsung Electronics' Global Notebook PC Business Deployment
- Figure 57 Main Features of Samsung Electronics' Four Major Notebook PC
Series
- Figure 58 Samsung Electronics' Global Logistics Model
- Figure 59 Samsung Electronics' Notebook PC Market Share in Korea, 2004 -
2008
- Figure 60 Samsung Electronics' Notebook PC Products and Distribution
Channels in Korea
- Figure 61 Samsung Electronics' Notebook PC Market Development in Russia,
1991 - 2005
- Figure 62 Share of Samsung Electronics' Major Notebook PC Products in
Russia by Series and Display Size
- Figure 63 Samsung Electronics' Notebook PC Market Development in China,
2001 - 2008
- Figure 64 Share of Samsung Electronics' Major Notebook PC Products in
China by Series and Display Size
- Figure 65 Share of Samsung Electronics' Major Notebook PC Products in
China by Price Point
- Figure 66 Share of Samsung Electronics' Notebook PC Products in Korea,
Russia, China, and the United States by Series
- Figure 67 Samsung Electronics' Global Notebook PC Manufacturing and Sales
System
- Figure 68 Samsung Electronics' Deployment in the Notebook PC Industry
Value Chain
- Figure 69 Qualcomm Chip Development Roadmap
- Figure 70 TI OMAP Processor Development Roadmap
- Figure 71 Freescale i.MX Processor Development Roadmap
- Figure 72 Nvidia' s Three Chip Solutions for Portable Internet Access
Devices
- Figure 73 ARM-based and x86-based Product Positioning in Terms of Weight
and Display Size
- Figure 74 Key Companies in the Portable Internet Access Device Industry
Chain
- Figure 75 Portable Internet Access Devices Create Cross-industry Supply
Relationships
- Figure 76 Worldwide Mainstream Notebook PC and Netbook PC Market Volume,
2008 - 2012
- Figure 77 Worldwide Notebook PC Camera Market Volume, 2007 - 2011
- Figure 78 Taiwanese Notebook PC Camera Industry Shipment Volume, 2007 -
2011
- Figure 79 Worldwide Notebook PC Camera Module Shipment Share by
Resolution, 2007 - 2011
- Figure 80 MIPI Interface Impacts Demand for Back-end IC
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