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市場調查報告書
Apple iPad：產品定位・供應鏈・PC產品/E讀者的影響
The Apple iPad: Product Positioning, Component Supply Chain, and Impact on PC Products and E-Readers
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Apple iPad：產品定位・供應鏈・PC產品/E讀者的影響 是由出版商Market Intelligence & Consulting Institute (MIC)在2010年02月所出版的。
這份英文市場調查報告書包含27 pages 價格從美金2520起跳。
1月27日、Apple對既有的Mac PC和iPhone/iPod Touch產品線的差距可以覆蓋的新商品iPad公開發表。iPad只有厚度13.4m且有9.7英吋的螢幕、IPS面板技術及採用LED背光板模、且具有E讀者功能的iBook Store。
本報告書內容包括:Apple iPad的產品定位、iPad的供應鏈及處理器和顯示器面板的規格分析、並分析和AT&T的合作模式、iPad為筆記型PC、網路書籍PC、智慧書籍及E讀者的影響分析、內容綱要摘記如下:
第1章 Apple iPad的發表讓市場的推測劃上休止符
第2章 Apple iPad產品定位
- iPad的費用定位類似iPhone；和iPod的費用差異
- iPad不是PC、定位在可攜式數位媒體平台
第3章 Apple iPad的應用程式
第4章 行動企業的合作
- iPad無整合服務契約
- iPad持續挑戰3G網路功能
第5章 Apple iPad元件的供應商鍊
- iPad能改變的面板因素；台灣的供應商依舊對接觸式面板及其他元件帶來很重要的角色
- A4處理器提供給消費者更多的選擇
- Apple iPad的顯示器面板功能
第6章 Apple iPad對筆記型PC、網路書籍PC及智慧書籍所帶來的影響
- 10.4英吋以上的筆記型PC、預測無很大的衝擊力
- 對於網路書籍PC的影響、會因價格和產品架構的不同有所改變
- 預測對智慧書籍的影響很大
第7章 E讀者市場的Apple iPad的影響
- iPad vs. Kindle
- iBook vs. Amazon
- Apple和Amazon未來的合作和競爭的發展情境
- 未來的發展
附錄
圖表
Abstract
On January 27, Apple announced its new iPad product. The product fills a gap
that existed between the Mac PC and iPhone/iPod Touch product lines. The iPad
features a screen size of 9.7" and a thickness of only 13.4mm, and Apple has
emphasized the use of IPS panel technology and LED backlight module.
Furthermore, the iPad features the iBook Store, and the product' s e-reader
functions will pose a threat to the existing e-reader market. This report
analyzes the product positioning of the Apple iPad, the component supply chain
of the iPad and the product' s processor and display panel specifications.
Furthermore, the report examines the cooperation model with AT&T, and looks at
the possible impact of the iPad on notebook PCs, netbook PCs, smartbooks, and
e-readers.
Table of Contents
- 1. Apple iPad Announcement Puts an End to Market Speculation
- 2. Apple iPad Product Positioning
- 2.1 iPad Price Positioning Similar to iPhone; Significant Price
Difference with iPod
- 2.2 iPad Positioned as a Portable Digital Multimedia Platform, Not as PC
- 3. Apple iPad Applications
- 3.1 First Wave of iPad Applications: E-Books and Games
- 4. Cooperation with Mobile Operators
- 4.1 No Bundled Service Contracts for iPad
- 4.2 iPad to Continue to Challenge Capacities of 3G Networks
- 5. Apple iPad Component Supply Chain
- 5.1 Panel Sources for iPad Changed; Taiwanese Suppliers Still Play Key
Role in Touch Panels and Other Components
- 5.2 A4 Processor Offers Consumers More Options
- 5.3 Display Panel Features of the Apple iPad
- 5.3.1 Focus on Display Quality
- 5.3.1.1 Resolution
- 5.3.1.2 Improvements in Wide Viewing Angle
- 5.3.1.3 Touch Features
- 5.3.2 Emphasis on Thin and Lightweight Features and Portability
- 5.3.3 Industry to Closely Follow Future Development of iPad Display
Panel Features
- 6. Impact of the Apple iPad on Notebook PCs, Netbook PCs, and Smartbooks
- 6.1 No Obvious Immediate Impact Expected on the Notebook PC (>10.4")
Industry
- 6.2 Impact on Netbook PCs Expected to Be Limited Due to Differences in
Pricing and Product Architecture
- 6.3 Impact on Smartbooks Expected to Be Significant
- 7. Impact of the Apple iPad on the E-Reader Market
- 7.1 iPad vs. Kindle
- 7.2 iBook vs. Amazon
- 7.3 Scenarios for the Future Cooperation and Competition between Apple
and Amazon
- 7.3.1 Scenario: Amazon Continues to Cooperate with Apple for Content
- 7.3.1.1 Continue to Offer the Kindle App in the App Store
- 7.3.1.2 Directly Cooperate with the iBook Store
- 7.3.2 Scenario: In the Future, Amazon Will Only Support Kindle and PC
Version
- 7.4 Future Development
- 7.4.1 E-Readers, Featuring E-Paper Technology, Have Advantages in
Niche Markets
- 7.4.2 E-Paper Technology Seeking Development Breakthroughs in Order to
Consolidate Market
- 7.4.3 Digital Reading Is Taking Off
- Appendix
List of Topics
- Apple iPad product specifications and market positioning
- Applications and usage model of the iPad
- Apple' s cooperation strategies with AT&T for the iPad
- Possible spectrum issues for the iPad related to the increasing number of
devices making use of mobile broadband services
- Analysis of the Apple iPad component supply chain, including changes
compared to the iPhone and a comprehensive chart listing key companies in the
supply chain by individual component
- Apple' s strategies behind the adoption of the A4 processor and its
implications for future development
- Display panel specifications of the Apple iPad, including resolution, wide
viewing angle, and panel characteristics in relation to the touch function
- Role of the display panel in the thin and lightweight design if the Apple
iPad
- Development of the IPS technology adopted for the iPad panel
- Impact of the Apple iPad on notebook PCs, netbook PCs, smartbooks, and
e-readers
- Comparison between the Apple iPad and Amazon Kindle in terms of product
specifications and other features
- Different possible scenarios for the future development of cooperation and
competition between Apple and Amazon
- E-paper technology development after the launch of the Apple iPad
- Companies and organizations analyzed or mentioned in the report
include: Acon, Advanced Group, Amazon, AMD, Apple, AT&T, AVY, Barnes &
Noble, Bin Chuan, BOE, Broadcom, Catcher Technology, CBS Corp., Chaun-Choung,
Coretronic, Cyntec, Darfon, Dynapack, E Ink, EA, Foxconn, Foxlink, FTC, GCE,
Google, G-Tech, Hachette Book Group, HarperCollins, Hitachi Display, HTC,
Hynix, Infineon, Lagardere, Lenovo, LG Display, Macmillan, Maglayer,
Microsoft, Namco Bandai, Nan Ya, News Corp., Novatek, Numonyx, NXP, P.A. Semi,
Panasonic, Pearson Plc, Penguin, Qualcomm, Samsung, Seiko Epson, Sharp, Simon
& Schuster, Simplo, Sintek, Sony, Sunrex, TMD, Toshiba, TPK, Tripod, TXC,
Unimicron, USI, Wanshih, Wintek, Yageo
List of Figures
- Figure 1. Apple' s Product Lines by Price and Size
- Figure 2. Applications and Prices of Key Mobile Devices
- Figure 3. Key Companies in the Component Supply Chain of the Apple iPad
List of Tables
- Table 1. Apple iPad Product Specifications
- Table 2. Comparison of Subsidy and Non-Subsidy Strategies for the Apple
iPad
- Table 3. Graphics Processing Performance Comparison between AMD and PowerVR
- Table 4. Comparison between the Apple iPad and Amazon Kindle
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