|Innovating The Next Big Thing||May 22, 2013|
• Telecom & Commerce
• Smarter Phones, Devices & Apps
• Enterprise Mobility
• Wireless Web
• Arts & Entertainment
• Tablets & Notebooks
• Safety & Security
• Remembering 9/11
Next Innovator Group
Feedjit Live Web Stats
• Ghost City
Ultrabooks to Deliver Ultrafast Growth
Nov 7, 2011 – Matthew Wilkins, iSuppli
In a bid to stave off the rising competitive threat posed by media tablets, the mobile PC market is embracing the new ultrabook platform in a big way, with shipments expected to rise to account for more than 40 percent of all notebooks by 2015, according to the IHS iSuppli Compute Platforms service at information and analysis provider IHS (NYSE: IHS)
Ultrabooks will represent 43 percent of global notebook PC shipments in 2015, up from 2 percent in 2011 and 13 percent in 2012. Following their first year of shipments in 2011, Ultrabook penetration of the notebook market will increase rapidly, rising to 28 percent in 2013 and to 38 percent in 2014.
“To compete with media tablets, notebook PCs must become sexier and more appealing to consumers,” said Matthew Wilkins, principal analyst, compute platforms at IHS. “With media tablets having already reversed the expansion of the previously fast-growing netbook platform, PC makers now are keenly aware that the notebook must evolve to maintain market growth and relevance. Enter the ultrabook, which borrows some of the form-factor and user-interface advantages of the media tablet to enhance the allure of the venerable notebook.”
While media tablets aren’t expected to bring an end to the notebook market, they are contributing to slowing growth in the segment.
Mainly driven by Apple Inc.’s iPad, the media tablet market is set to boom in the coming years, with worldwide shipments rising at a compound annual growth rate (CAGR) more than 42 percent from 2011 to 2015. Meanwhile, the notebook market has entered a stage of maturity, with shipments increasing at a CAGR of only 10 percent during the same period.
Future ultrabooks are expected to employ convertible form factors and touch screens, allowing owners to use these devices either as notebooks or tablets, depending on their needs.
The initial target market for ultrabooks will be consumers. However, PC makers also are likely to develop models aimed at corporate users.
Intel’s vision of the ultrabook includes the use of the company’s second-generation Core microprocessors, along with Microsoft’s upcoming Windows 8 operating system. The company said the first Intel-style Ultrabooks are expected to be shipping in time for the Christmas sales season this year, and some PC original equipment manufacturers—including Acer and Asustek—already are selling the products.
Intel at IDF also previewed the next generation of ultrabooks set for release in 2012 that will be based on the company’s third-generation Core microprocessor line, codenamed Ivy Bridge.
“With the introduction of the ultrabook, the computing industry is poised for yet another paradigm shift,” said Len Jelinek, research director and analyst, semiconductor manufacturing at IHS. “The technology now exists that actually could bring about a convergence of major mobile devices. If an attractive price point can be achieved and the consumer deems this a must-have product, the entire semiconductor manufacturing supply chain could rapidly reorient itself to serve the fast-growing ultrabook market.”
Jelinek predicted this event could bring to an end the current slowdown in the semiconductor and electronics manufacturing industries.
“In the age of the ultrabook, the demand for technology would not be limited to only a few companies,” Jelinek said. “Ultrabooks require a comprehensive bill of materials, so companies focused on memory, logic and power management all would participate in the revitalization of demand.”
One potential significant growth area would be in flash memory. The transition from the hard disk drives commonly used in notebooks to the solid state drives employed in ultrabooks will increase unit demand for flash memory while stabilizing chip average selling prices. The benefits would not just be confined to chip manufacturers alone but also positively impact other supply chain participants, such as battery suppliers and electronics contract manufacturers.
» Send this article to a friend...
» Comments? Tell us what you think...
» More Tablets & Notebooks articles...
Commentsblog comments powered by Disqus
Support This Site
• 5/10 Ovum: Ovum comments: GB smart meter delay better late than never
• 5/9 Wireless Watch: Microsoft/Nokia alliance at crossroads as both ponder OS futures
• 5/9 Wireless Watch: Apple must rethink far more than the iOS user interface
• 5/9 Faultline: Quantenna gets closer to ST Micro, expect it to get “ascloseasthis”
• 5/9 Faultline: Microsoft volunteers to take Nook, as Barnes and Noble start to breakup
• 5/8 Ovum: Government policy-makers need to create a level playing field for cloud services procurement
• 5/7 Ovum: Analyst View: TPG looks to become Australia’s fourth MNO
• 5/7 Ovum: Analyst view: UK G-Cloud to champion public cloud
• 5/2 Ovum: Analyst view: Facebook’s Q1 2013 results
• 5/2 Wireles Watch: ZigBee Alliance completes Smart Energy Profile 2:
• 5/2 Wireless Watch: AMD, AT&T and Ericsson – wireless value chain shifts to IoT
• 5/2 Faultline: Netflix Hastings predicts OTT world – should stick to profit predictions
• 5/2 Faultline: Ziggo to add 1m homespots by August, work with Liberty Global
• 5/1 Ovum: Ovum says insurers must deploy predictive analytics to navigate through future complexity and chaos
• 4/29 Ovum: Analyst view: Telenor to buy Globul
• 4/29 Ovum: Analyst view: Infosys partnership with IPsoft breaks new ground in service automation
• 4/29 Ovum: Ovum forecasts social messaging apps will cost operators $32.6bn in 2013 growing to over $86.0bn in 2020
• 4/26 Ovum: Informa PLC announces executive management change at Ovum
• 4/25 Wireless Watch: US mobile market continues to shift, but at least there’s new blood this time
• 4/25 Wireless Watch: LTE cannot solve all a cellco’s problems single-handed
• 4/25 Faultline: Verizon, AT&T continue zero sum broadband game, video up
• 4/25 Faultline: CEA says tablets, smartphones on the rise, mobile dominates spending
• 4/24 Ovum: Analyst view: Apple beats financial analysts’ estimates, but is this a good thing in the long term?
• 4/23 Ovum: Ovum recommends CIOs to explore design-thinking techniques for complex ICT projects
• 4/23 Ovum: Analyst view: EE’s Q1 results – it’s all about those LTE numbers
• 4/22 Ovum: Ovum warns telcos not to rush to expand into additional countries
• 4/18 Wireless Watch: Mobile web challengers need far more than HTML5 to destabilize Google
• 4/18 Wireless Watch: Facebook and Google build anti-Apple teams
• 4/18 Faultline: LGI cannot buy KDG – so what’s really going on
• 4/18 Faultline: WiFi offload to become the cellular kingmaker
• 4/17 Ovum: Ovum says look beyond technology to the cultural aspects of gamification
• 4/16 Ovum: ACHIET-Ovum Observatory: Telecoms industry boosts socio-economic development in Latin America
• 4/16 Ovum: Social messaging can be monetized, says Ovum
• 4/16 Ovum: Australian CIOs say cloud services adoption is currently marginal but momentum is building
• 4/12 Ovum: Analyst view: Microsoft softens the blow for businesses struggling to upgrade from Windows XP
• 4/11 Faultline: Swedish Magine cloud to break over Spain and Germany
• 4/11 Ovum: Ovum Industry Congress 2013 will map how agility and innovation can enable businesses to face today’s disruptive trends
• 4/11 Wireless Watch: The new-look RAN ushers in disruptive economics and vendor shake-up
• 4/11 Wireless Watch: Google increasingly isolated in its own Android kingdom
• 4/11 Faultline: Broadcasters move towards IP only delivery, common ecosystem
• 4/9 Ovum: Analyst view: EE is doubling speeds and capacity
• 4/9 Ovum: Ovum warns European retail banks must not ignore social media
• 4/4 Ovum: Analyst view: Facebook needs a mechanism to deliver its own services to a portfolio of devices.
• 4/4 Ovum: Analyst view: Facebook’s Android launcher better targets millions of Android users
• 4/4 HP Improves Enterprise Mobility with Cloud-based Management Solution
• 4/4 Faultline: US networks will fight Aereo all the way to Congress
• 4/4 Faultline: Ericsson makes bid to outsource global broadcasting
• 4/3 Ovum: Analyst view: Cisco’s acquisition of Ubiquisys
• 4/3 Ovum: Analyst view: EU could restrict Google’s freedom to profile consumers
• 3/28 Wireless Watch: T-Mobile’s ‘no-contract’ compromise could come to Apple’s aid
Amazon Ads: More Cell Phones