Ultrabooks Market to 2016 Financial and Technological Support from Intel Corporation Coupled with Demand from Business Users Segment Will Drive Growth GBI Research Report Guidance GBI Research Report Guidance Chapter three of the report gives a technology overview of ultrabooks, key component comparisons for different products, and key technology trends in the global ultrabooks market. Chapter four details the different market drivers, restraints and challenges that affect the ultrabooks market. Chapter five of the report qualitatively analyzes the overall market by using five forces analysis, supply chain analysis, technological product comparison and cost price analysis of ultrabooks. Chapter six provides the sales revenues and sales volumes for the ultrabooks market for 2011–2016. Chapter seven discusses the key geographic regions for the ultrabooks market and provides the sales volumes and sales revenue forecasts for 2012–2016. Chapter eight provides the analysis and volume forecasts of the key components used in ultrabooks for 2011–2016. Chapter nine discusses the competitive landscape of the key players in the overall ultrabooks market. Chapter 10 provides profiles for the key companies in the global ultrabooks market. © GBI Research. This is a licensed product and is not to be photocopied GBISC033MR / Published OCT 2012 Page 2 Executive Summary Executive Summary High Product Pricing a Key Factor in Slow Sales The Average Selling Price (ASP) of ultrabooks is around $XX, which is almost $XX more than high-end notebook ASPs and $XX more than tablet PC ASPs. This in the opinion of GBI Research is the primary restraint for the growth of the ultrabooks market currently. The figure below gives the ASPs of ultrabooks for the years 2011–2016. ASP ($) Ultrabooks Market, Average Selling Price Forecast ($), 2011–2016 2011 2012 2013 2014 2015 2016 Year Source: GBI Research High ASP of ultrabooks is restricting the growth of the ultrabooks market currently Although Intel has been working together with product OEMs (Original Equipment Manufacturers) to bring down the pricing, Intel is yet to cut the prices of its processors, which are around $XX. The processor pricing has a significant impact as they account for more than XX% of the overall product pricing, followed by the cost of SSD and DRAM usage in ultrabooks. SSDs need to be used for fast boot-up times and sleep wakeup times, but the prices of SSDs are significantly higher than DRAMs currently. Current models are hence using XX GB or XX GB SSDs in combination with HDDs to contain the pricing. Although production capabilities have been increasing, high product demand and supply chain vulnerabilities have traditionally made this market segment isolated. However, NAND memory prices are expected to come down by 2013 or 2014 due to a stable demand from different product segments such as tablet PCs, smartphones and ultrabooks. Support from Intel for Ultrabook Ecosystem Companies Intel announced in August 2011 that it has created a $XXm fund called the Intel Capital Ultrabook Fund, which will be used to invest in companies building hardware and software technologies and will help to improve the consumer experience with Ultrabooks. According to Mr. Arvind Sodhani, president, Intel Capital and Intel executive vice president, “the fund will be invested over the next four years in companies building technologies that will help revolutionize the computing experience and morph today’s mobile computers into the next ‘must have’ device.” Trigence Semiconductors received confirmed funding from Intel in May 2012 for their DNote audio technology (Intel, 2011b; Intel, 2012b). Intel is also looking at developing Windows-based ultrabooks with touchscreen displays, and it announced partnerships with several touch panel manufacturers at Computex Taipei in June 2012. Intel will be investing in several companies, including TPK, Wintek, HannsTouch and Cando, to ensure adequate supply of the touchscreen displays for its ultrabook manufacturers. © GBI Research. This is a licensed product and is not to be photocopied GBISC033MR / Published OCT 2012 Page 3 Table of Contents 1 1 2 3 4 5 6 7 Table of Contents Table of Contents................................................................................................................................. 6 1.1 List of Tables............................................................................................................................. 8 1.2 List of Figures...........................................................................................................................10 Introduction........................................................................................................................................11 Ultrabooks - Overview.........................................................................................................................12 3.1 Market Definition ....................................................................................................................12 3.2 Product Comparisons...............................................................................................................13 3.3 Technological Trends ...............................................................................................................13 3.3.1 Increasing Usage of SSD in Combination with HDD............................................................13 3.3.2 Wireless Charging Technology to be a Major Feature in Future Products............................14 3.3.3 Changes in Packaging of Semiconductor Components Making Product Reparability and Battery Replacement Difficult...........................................................................................14 3.3.4 Availability of Ultra Thin Keyboards will Further Reduce Ultrabooks’ Thickness ..................15 3.3.5 Touchscreen Ultrabooks will Help to Increase Product Demand .........................................15 3.3.6 Increased Usage of Cloud Computing................................................................................15 Ultrabooks - Market Dynamics ............................................................................................................17 4.1 Market Drivers.........................................................................................................................17 4.1.1 Support from Intel for Ultrabook Ecosystem Companies ....................................................17 4.1.2 Key Feature Competencies over Notebooks and Netbooks .................................................17 4.1.3 Windows 8 OS Coupled with Sleek Form Factor will Cater to the Business Segment ............18 4.2 Market Restraints ....................................................................................................................18 4.2.1 High Product Pricing a Key Factor in Slow Sales .................................................................18 4.2.2 Lack of Major Differences in Product Presentation ............................................................19 4.2.3 Majority Market Share Occupied by a Single Player...........................................................19 4.2.4 Increase in Notebook Replacement Cycles will Affect Product Sales....................................20 4.3 Market Challenges ...................................................................................................................20 4.3.1 Competition from Tablet PCs and Hybrid Form Factors ......................................................20 4.3.2 Control of Key Supply Chain Components by Apple will Affect Production and Pricing.........21 4.3.3 Litigation Policy of Apple on Design Patents......................................................................22 Ultrabooks – Market Analysis..............................................................................................................23 5.1 Porter’s Analysis ......................................................................................................................23 5.1.1 Power of Buyers ...............................................................................................................23 5.1.2 Power of Suppliers............................................................................................................23 5.1.3 Threat of Substitutes ........................................................................................................23 5.1.4 Competitive Rivalry ..........................................................................................................24 5.1.5 Threat of New Entrants ....................................................................................................24 5.2 Supply Chain Analysis...............................................................................................................24 5.3 Cost Pricing Analysis, Ultrabooks Market..................................................................................25 Global Ultrabooks Market Sizing and Forecasts, 2011–2016.................................................................26 6.1 Global Ultrabooks Market, Sales Revenues and Forecasts, 2011–2016 ......................................26 6.2 Global Ultrabooks Market, Sales Volumes and Forecasts, 2011–2016........................................28 Global Ultrabooks Market, Analysis and Forecasts Based on Region, 2012–2016 ..................................30 7.1 The Americas, Analysis and Forecasts, 2012–2016....................................................................31 7.1.1 North America, Analysis and Forecasts, 2012–2016...........................................................33 7.1.2 Latin America, Analysis and Forecasts, 2012–2016............................................................34 7.2 Europe and the Middle East, Analysis and Forecasts, 2012–2016 ..............................................35 7.2.1 Western Europe, Analysis and Forecasts, 2012–2016 ........................................................37 7.2.2 Central and Eastern Europe, Analysis and Forecasts, 2012–2016 .......................................42 7.2.3 Middle East and Africa, Analysis and Forecasts, 2012–2016 ..............................................43 7.3 Asia-Pacific, Analysis and Forecasts, 2012–2016 .......................................................................44 © GBI Research. This is a licensed product and is not to be photocopied GBISC033MR / Published OCT 2012 Page 6 Table of Contents 8 9 10 11 7.3.1 China, Analysis and Forecasts, 2012–2016 ........................................................................46 7.3.2 Japan, Analysis and Forecasts, 2012–2016........................................................................47 7.3.3 South Korea, Analysis and Forecasts, 2012–2016 ..............................................................48 7.3.4 Rest of Asia-Pacific, Analysis and Forecasts, 2012–2016....................................................49 Global Ultrabooks Market, Analysis and Forecasts Based on Components, 2011–2016 .........................50 8.1 Microprocessors, Analysis and Forecasts, 2011–2016 ...............................................................51 8.2 Memory, Analysis and Forecasts, 2011–2016............................................................................53 8.3 Power Management, Analysis and Forecasts, 2011–2016..........................................................54 8.4 Storage, Analysis and Forecasts, 2011–2016.............................................................................55 8.5 Connectivity ICs, Analysis and Forecasts, 2011–2016 ................................................................56 Global Ultrabooks Market, Competitive Landscape Analysis, 2011–2016..............................................57 Global Ultrabooks Market, Key Company Profiles, 2011.......................................................................58 10.1 Apple Inc. ................................................................................................................................58 10.1.1 Apple Inc. – Business Description ......................................................................................58 10.1.2 Apple Inc – Key Products and Services ...............................................................................59 10.1.3 Apple Inc. – SWOT Analysis...............................................................................................59 10.2 Intel Corp ................................................................................................................................62 10.2.1 Intel Corp – Business Description ......................................................................................62 10.2.2 Intel Corp – Key Products and Services ..............................................................................63 10.2.3 Intel Corp – SWOT Analysis...............................................................................................64 10.3 Hewlett-Packard ......................................................................................................................66 10.3.1 Hewlett-Packard – Business Description............................................................................66 10.3.2 Hewlett-Packard – Key Products and Services....................................................................66 10.3.3 Hewlett-Packard – SWOT Analysis ....................................................................................67 10.4 Acer.........................................................................................................................................70 10.4.1 Acer – Business Description ..............................................................................................70 10.4.2 Acer – Key Products and Services ......................................................................................71 10.4.3 Acer – SWOT Analysis.......................................................................................................71 10.5 Dell..........................................................................................................................................73 10.5.1 Dell – Business Description ...............................................................................................73 10.5.2 Dell – Key Products and Services .......................................................................................74 10.5.3 Dell – SWOT Analysis........................................................................................................74 Appendix ............................................................................................................................................77 11.1 About GBI Research .................................................................................................................77 11.2 Abbreviations ..........................................................................................................................77 11.3 Bibliography ............................................................................................................................78 11.4 Methodology...........................................................................................................................79 11.4.1 Market Size Estimates ......................................................................................................79 11.4.2 Market Size Forecasts.......................................................................................................79 11.4.3 Geographies Discussed.....................................................................................................79 11.4.4 Coverage .........................................................................................................................79 11.4.5 Secondary Research .........................................................................................................80 11.4.6 Primary Research .............................................................................................................80 11.4.7 Expert Panel Validation ....................................................................................................80 11.5 Contact Us...............................................................................................................................80 11.6 Disclaimer................................................................................................................................81 © GBI Research. This is a licensed product and is not to be photocopied GBISC033MR / Published OCT 2012 Page 7 Table of Contents 1.1 List of Tables Table 1: Table 2: Table 3: Table 4: Table 5: Table 6: Table 7: Table 8: Table 9: Table 10: Table 11: Table 12: Table 13: Table 14: Table 15: Table 16: Table 17: Table 18: Table 19: Table 20: Table 21: Table 22: Table 23: Table 24: Table 25: Table 26: Table 27: Table 28: Table 29: Table 30: Table 31: Table 32: Table 33: Table 34: Table 35: Table 36: Table 37: Table 38: Table 39: Table 40: Table 41: Table 42: Table 43: Table 44: Table 45: Table 46: Ultrabook Models Breakdown by Main Semiconductor Components, 2012 ..............................13 Ultrabook Model Comparisons for the Presence of User Replaceable Batteries, 2012...............14 Comparison of Ultrabooks with Notebooks and Netbooks, 2012 ..............................................17 Ultrabook Model Specifications and Pricing Comparisons, 2012 ...............................................19 Tablet PCs and Notebooks, Unit Shipments, millions, 2011–2016.............................................21 Ultrabook ODM Companies List, 2012 .....................................................................................24 Ultrabooks Market, Average Selling Price Forecast ($), 2011–2016...........................................25 Ultrabook Sales Revenues ($bn), Global, 2011–2016................................................................26 Ultrabook Sales Revenues ($bn), Emerging and Mature Markets, 2011–2016...........................27 Ultrabook Sales Volumes (million), Global, 2011–2016.............................................................28 Ultrabook Sales Volumes (million), Emerging and Mature Markets, 2011–2016........................29 Ultrabooks Market, Global, Revenue by Region (%), 2012 and 2016 .........................................30 Ultrabooks Market, The Americas, Revenue by Region (%), 2012 .............................................31 Ultrabooks Market, The Americas, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012– 2016.......................................................................................................................................32 Ultrabooks Market, North America, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012– 2016.......................................................................................................................................33 Ultrabooks Market, Latin America, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012– 2016.......................................................................................................................................34 Ultrabooks Market, EMEA, Revenue by Region (%), 2012.........................................................35 Ultrabooks Market, EMEA, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016....36 Ultrabooks Market, Western Europe, Revenue by Region (%), 2012 .........................................37 Ultrabooks Market, Western Europe, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012– 2016.......................................................................................................................................38 Ultrabooks Market, the UK, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016...39 Ultrabooks Market, Germany, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016 ...............................................................................................................................................40 Ultrabooks Market, Rest of Western Europe, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016...............................................................................................................41 Ultrabooks Market, Central and Eastern Europe, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016...............................................................................................................42 Ultrabooks Market, Middle East and Africa, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016 .............................................................................................................................43 Ultrabooks Market, Asia-Pacific, Revenue by Region (%), 2012.................................................44 Ultrabooks Market, Asia-Pacific, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016 ...............................................................................................................................................45 Ultrabooks Market, China, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016 ....46 Ultrabooks Market, Japan, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016 ....47 Ultrabooks Market, South Korea, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012– 2016.......................................................................................................................................48 Ultrabooks Market, Rest of Asia-Pacific, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016 .............................................................................................................................49 Ultrabooks, Cost Price Breakdown by Component Type (%), 2011 ............................................51 Ultrabooks Market, Microprocessor Revenues ($bn) Forecast, 2011–2016...............................52 Ultrabooks Market, Memory Revenues ($bn) Forecast, 2011–2016..........................................53 Ultrabooks Market, Power Management IC Revenues ($bn) Forecast, 2011–2016....................54 Ultrabooks Market, SSD Storage Revenues ($bn) Forecast, 2011–2016.....................................55 Ultrabooks Market, Connectivity IC Revenues ($bn) Forecast, 2011–2016 ................................56 Ultrabooks Market, Global, Company Share (%), 2012 and 2016 ..............................................57 Apple Inc, Key Facts, 2011 .......................................................................................................58 Apple Inc., Key Products and Services ......................................................................................59 Apple Inc, SWOT Analysis ........................................................................................................59 Intel Corp, Key Facts, 2011 ......................................................................................................62 Intel Corp, Key Products and Services ......................................................................................63 Intel Corp, SWOT Analysis .......................................................................................................64 Hewlett-Packard, Key Facts, 2011............................................................................................66 Hewlett-Packard, Key Products and Services............................................................................66 © GBI Research. This is a licensed product and is not to be photocopied GBISC033MR / Published OCT 2012 Page 8 Table of Contents Table 47: Table 48: Table 49: Table 50: Table 51: Table 52: Table 53: Table 54: Hewlett- Packard, SWOT Analysis ............................................................................................67 Acer, Key Facts, 2011 ..............................................................................................................70 Acer, Key Products and Services ..............................................................................................71 Acer, SWOT Analysis ...............................................................................................................71 Dell, Key Facts, 2011 ...............................................................................................................73 Dell, Key Products and Services ...............................................................................................74 Dell, SWOT Analysis ................................................................................................................74 Ultrabooks Market, Abbreviations...........................................................................................77 © GBI Research. This is a licensed product and is not to be photocopied GBISC033MR / Published OCT 2012 Page 9 Table of Contents 1.2 List of Figures Figure 1: Figure 2: Figure 3: Figure 4: Figure 5: Figure 6: Figure 7: Figure 8: Figure 9: Figure 10: Figure 11: Figure 12: Figure 13: Figure 14: Figure 15: Figure 16: Figure 17: Figure 18: Figure 19: Figure 20: Figure 21: Figure 22: Figure 23: Figure 24: Figure 25: Figure 26: Figure 27: Figure 28: Figure 29: Figure 30: Figure 31: Figure 32: Figure 33: Figure 34: Tablet PCs and Notebooks, Unit Shipments, millions, 2011–2016.............................................20 Ultrabooks Market, Porter’s Five Forces Analysis, 2012............................................................23 Ultrabooks Market, Average Selling Price Forecast ($), 2011–2016...........................................25 Ultrabook Sales Revenues ($bn), Global, 2011–2016................................................................26 Ultrabook Sales Revenues ($bn), Emerging and Mature Markets, 2011–2016...........................27 Ultrabook Sales Volumes (million), Global, 2011–2016.............................................................28 Ultrabook Sales Volumes (million), Emerging and Mature Markets, 2011–2016........................29 Ultrabooks Market, Global, Revenue by Region (%), 2012 ........................................................30 Ultrabooks Market, The Americas, Revenue by Region (%), 2012 .............................................31 Ultrabooks Market, The Americas, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012– 2016.......................................................................................................................................32 Ultrabooks Market, North America, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012– 2016.......................................................................................................................................33 Ultrabooks Market, Latin America, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012– 2016.......................................................................................................................................34 Ultrabooks Market, EMEA, Revenue by Region ($bn), 2012......................................................35 Ultrabooks Market, EMEA, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016....36 Ultrabooks Market, Western Europe, Revenue by Region ($bn), 2012 ......................................37 Ultrabooks Market, Western Europe, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012– 2016.......................................................................................................................................38 Ultrabooks Market, the UK, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016...39 Ultrabooks Market, Germany, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016 ...............................................................................................................................................40 Ultrabooks Market, Rest of Western Europe, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016...............................................................................................................41 Ultrabooks Market, Central and Eastern Europe, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016...............................................................................................................42 Ultrabooks Market, Middle East and Africa, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016 .............................................................................................................................43 Ultrabooks Market, Asia-Pacific, Revenue by Region ($bn), 2012..............................................44 Ultrabooks Market, Asia-Pacific, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016 ...............................................................................................................................................45 Ultrabooks Market, China, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016 ....46 Ultrabooks Market, Japan, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016 ....47 Ultrabooks Market, South Korea, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012– 2016.......................................................................................................................................48 Ultrabooks Market, Rest of Asia-Pacific, Sales Volume (m) and Sales Revenue ($bn) Forecast, 2012–2016 .............................................................................................................................49 Ultrabooks, Cost Price Breakdown by Component Type (%), 2011 ............................................50 Ultrabooks Market, Microprocessor Revenues ($bn) Forecast, 2011–2016...............................52 Ultrabooks Market, Memory Revenues ($bn) Forecast, 2011–2016..........................................53 Ultrabooks Market, Power Management IC Revenues ($bn) Forecast, 2011–2016....................54 Ultrabooks Market, SSD Storage Revenues ($bn) Forecast, 2011–2016.....................................55 Ultrabooks Market, Connectivity IC Revenues ($bn) Forecast, 2011–2016 ................................56 Ultrabooks Market, Global, Company Share (%), 2012 and 2016 ..............................................57 © GBI Research. This is a licensed product and is not to be photocopied GBISC033MR / Published OCT 2012 Page 10 Introduction 2 GBI Research expects the global ultrabooks market to reach $XX billion in revenue in 2016 Introduction The Ultrabook is defined by Intel as being any notebook using Intel processors and meeting certain chip manufacturer specifications. But in general, the term is being used for notebooks that are lightweight (less than four pounds), ultra-thin (less than XX cm thick) and have screen sizes varying from XX to XX inches. GBI Research expects the global ultrabooks market to reach $XX billion in revenue in 2016, up from just $XX billion in 2011, growing at a CAGR of XX% during 2012–2016. The high prices of ultrabooks compared to notebooks and tablet PCs is a major market challenge for manufacturers like HP, Dell, ASUS and Acer. However, factors such as the reduction in processor prices, hardware and software support, funding from Intel and the reduction in flash memory prices will have a significant impact on the overall ultrabooks market sales in the long term. © GBI Research. This is a licensed product and is not to be photocopied GBISC033MR / Published OCT 2012 Page 11 Global Ultrabooks Market Sizing and Forecasts, 2011–2016 Ultrabooks had revenues of around $XX billion in 2011, and this is expected to increase by more than XX% to reach $XX billion in 2012 6 Global Ultrabooks Market Sizing and Forecasts, 2011–2016 6.1 Global Ultrabooks Market, Sales Revenues and Forecasts, 2011–2016 The global ultrabooks market had revenues of around $XX billion in 2011, and this is expected to increase by more than XX% to reach $XX billion in 2012. GBI Research expects the ultrabooks market to reach revenues of around $XX billion by 2016, growing at a CAGR of XX% during 2012–2016. The ultrabooks market currently has volume shipments of around XX% of the total notebooks market segment, and this expected to increase gradually to XX% in 2013 and finally reach around XX% market penetration in 2016. The figure below illustrates the revenue growth of the ultrabooks market segment for 2011–2016. Ultrabook Sales Revenues ($bn), Global, 2011–2016 Sales Revenue ($bn) Figure 4: 2011 2012 2013 2014 2015 2016 Year Source: GBI Research The table below shows the sales revenue growth of the ultrabooks market during 2011–2016. Table 8: Ultrabook Sales Revenues ($bn), Global, 2011–2016 Year Sales Revenue ($bn) 2011 2012 2013 2014 2015 2016 CAGR (2012–2016) Source: GBI Research © GBI Research. This is a licensed product and is not to be photocopied GBISC033MR / Published OCT 2012 Page 26 Global Ultrabooks Market, Analysis and Forecasts Based on Region, 2012–2016 7 Americas region expected to contribute the majority share of XX% in 2012 Global Ultrabooks Market, Analysis and Forecasts Based on Region, 2012–2016 The global ultrabooks market is expected to reach $XX billion in revenues for 2012, with the Americas region expected to contribute the majority share of XX%. The Europe, Middle East and African (EMEA) region follows the Americas with XX% contribution to the overall revenue, while the Asia-Pacific region (APAC) contributed a XX% market share. Figure 8: Ultrabooks Market, Global, Revenue by Region (%), 2012 APAC Americas EMEA Source: GBI Research The figure above illustrates the market share breakdown of ultrabooks revenue by region for 2012. The Americas region is expected to generate around $XX billion in 2012 for the ultrabooks market, and this is expected to increase at a CAGR of XX% to reach $XX billion in 2016. The table below shows the revenue breakdown by region for the ultrabooks market in 2012 and 2016. Table 12: Ultrabooks Market, Global, Revenue by Region (%), 2012 and 2016 Region 2012 2016 CAGR (2012–2016) The Americas EMEA APAC Source: GBI Research Asia-Pacific is expected to be the fastest growing region, with a XX% CAGR, to reach revenues of $XX billion in 2016 from around $XX billion in 2012. © GBI Research. This is a licensed product and is not to be photocopied GBISC033MR / Published OCT 2012 Page 30 Appendix 11 Appendix 11.1 About GBI Research GBI Research is a leading business information company providing global business information reports and services. Our highly qualified team of analysts, researchers, and solution consultants use proprietary data sources and various tools and techniques to gather, analyze and represent the latest and the most reliable information essential for businesses to sustain a competitive edge. 11.2 Abbreviations Table 54: Ultrabooks Market, Abbreviations Acronym Expansion AMD Advanced Micro Devices APAC Asia-Pacific ARM Advanced RISC Machines ASP Average Selling Price BOM Build of Material BYOD Bring Your Own Device CNC Computer Numerical Control DRAM Dynamic Random Access Memory EMEA Europe, Middle East and Africa EPEAT Environmentally Preferable Electronics Assessment Tool ETBC Electronics TakeBack Coalition GUI Graphic User Interface HDD Hard Disk Drive IPT Identity Protection Technology MID Mobile Internet Device MLC Multi Layer Cell ODM Original Design Manufacturer OEM Original Equipment Manufacturer OS Operating System PC Personal Computer PCB Printed Circuit Board PCBA Printed Circuit Board Assemblies RAM Random Access Memory RISC Reduced Instruction Set Computing SLC Single Layer cell SRM Supplier Relationship Management SSD Solid State Drive TAM Total Available Market TLC Three Layer Cell ULV Ultra Low Voltage USP Unique Selling Proposition VBA Visual Basic for Applications Source: GBI Research © GBI Research. This is a licensed product and is not to be photocopied GBISC033MR / Published OCT 2012 Page 77 Appendix 11.3 Bibliography Apple (2012). Apple Mac Products Apple Inc. Available from http://www.apple.com/mac/. [Accessed on September 25, 2012]. Acer (2012). Ultrabooks Acer Inc. Available from http://us.acer.com/ac/en/US/content/group/ultrabooks. [Accessed on September 25, 2012]. ASUS (2012a). ASUS Announces the ZENBOOK U500 Ultra-performance Ultra-portable at IFA. ASUSTeK Computer Inc. Available from http://www.asus.com/News/sbhzrow91pCG3G6B/. [Accessed on September 10, 2012]. ASUS (2012b). Notebooks Store. ASUSTeK Computer Inc. Available from http://www.asus.com/Notebooks/. [Accessed on September 25, 2012]. Dell (2012). Laptops. Dell Inc. Available from http://www.dell.com/us/p/laptops?~ck=mn. [Accessed on September 25, 2012]. Electronics Takeback Coalition (2012). Ultra Inconvenient, Electronics Takeback Coalition, Available from http://www.electronicstakeback.com/wp-content/uploads/Ultrabook-report-Aug-2012.pdf. [Accessed September 14, 2012]. HP (2012). Official Store. Hewlett-Packard Development Company, L.P. Available from http://www.shopping.hp.com/en_US/home-office/-/products/Laptops/Laptops. [Accessed on September 25, 2012]. Intel (2011a). Intel Capital Unveils $100 Million Intel Capital AppUp(SM) Fund, Announces First Investments. Intel Corporation. Available from http://newsroom.intel.com/community/intel_newsroom/blog/2011/11/15/intel-capital-unveils-100million-intel-capital-appupsm-fund-announces-first-investments. [Accessed on September 10, 2012]. Intel (2011b). Intel Capital Creates $300 Million Ultrabook Fund. Intel Corporation. Available from http://newsroom.intel.com/community/intel_newsroom/blog/2011/08/10/intel-capital-creates-300million-ultrabook-fund. [Accessed on September 10, 2012]. Intel (2011c). Ultrabooks Uncovered. Intel Corporation. Available from http://blogs.intel.com/technology/2011/07/the_world_of_computing_is/. [Accessed on September 10, 2012]. Intel (2012a). Intel, Industry Shaping Future of Computing Experiences on Intel Architecture. Intel Corporation. Available from http://newsroom.intel.com/community/intel_newsroom/blog/2012/06/04/intel-industry-shapingfuture-of-computing-experiences-on-intel-architecture. [Accessed on September 10, 2012]. Intel (2012b). Trigence Semiconductor Announces Investment from Intel Capital. Intel Corporation. Available from http://www.intel.com/pressroom/capital/pdfs/PortcoTrigenceEnglish1205.pdf. [Accessed on September 10, 2012]. Kyle B (2012). New Ultrabooks – Ultra Inconvenient if You Need a New Battery, Electronics Takeback Coalition, Available from http://www.electronicstakeback.com/2012/08/15/new-ultrabooks-ultrainconvenient-if-you-need-a-new-battery/. [Accessed September 14, 2012]. Lenovo (2012a). Lenovo Stretches Innovation with New IdeaPad Yoga Flip and Fold Device. Lenovo. Available from http://news.lenovo.com/article_display.cfm?article_id=1551. [Accessed on September 10, 2012]. Lenovo (2012b). Laptops & Ultrabooks. Lenovo Inc . Available from http://www.lenovo.com/products/us/laptop/. [Accessed on September 25, 2012]. Samsung (2012). Notebook Products. Samsung Electronics Co. Ltd . Available from http://www.samsung.com/in/consumer/pc-peripherals-printer/notebook/. [Accessed on September 25, 2012]. © GBI Research. This is a licensed product and is not to be photocopied GBISC033MR / Published OCT 2012 Page 78 Appendix Seagate (2012). Seagate And DensBits Announce Strategic Agreement For Development Of Solid State Drives For Consumer And Enterprise Markets. Seagate Technology LLC. Available from http://www.seagate.com/about/newsroom/press-releases/densbits-seagate-agreement-pr-master/. [Accessed on September 10, 2012]. Synaptics (2012). Synaptics Launches New Era of Revolutionary Human Interaction Solutions for Mobile Computing Devices. Synaptics, Inc. Available from http://www.synaptics.com/about/press/pressreleases/synaptics-launches-new-era-revolutionary-human-interaction-solutions-mobi. [Accessed on September 10, 2012]. Toshiba (2012). Laptops. Toshiba America Information Systems, Inc. Available from http://us.toshiba.com/computers/laptop-finder?features=Ultrabook%26trade%3B. [Accessed on September 25, 2012]. Western Digital Pressroom (2012). New 5 mm Standard Slashes Storage Footprint by Almost 50% Compared to Traditional 2.5-inch Hard Drives. Western Digital Corporation . Available from http://www.wdc.com/en/company/pressroom/releases/?release=3fda5d16-3f23-430d-94795826842fb189. [Accessed on September 25, 2012]. 11.4 Methodology GBI Research’s dedicated research and analysis teams consist of experienced professionals in marketing and market research with consulting backgrounds in the energy industry and advanced statistical expertise. GBI Research adheres to the Codes of Practice of the Market Research Society (www.mrs.org.uk) and the Strategic and Competitive Intelligence Professionals (www.scip.org). 11.4.1 Market Size Estimates From the interviews with industry insiders, secondary research and company presentations study the market volume for ultrabooks is obtained. Then, by using the average selling prices, the market revenue is obtained. 11.4.2 Market Size Forecasts Delphi technique was used to arrive at the market forecasts. Delphi is a qualitative forecasting technique that uses a panel of wireless industry experts. The experts were quizzed for their inputs on market growth. The initial forecast scenarios and expert inputs are fed back to the panel as iterations until consensus is reached on the most probable market growth scenario. The final consensus figures are then used for the market forecasts. No other econometric or time series or statistical methods were used for the market forecasts. 11.4.3 Geographies Discussed Geographical market analysis is done by dividing the globe into regions North and Latin America, Europe, Middle East and Africa and Asia-Pacific. 11.4.4 Coverage The objective of updating GBI Research’s coverage is to ensure that it represents the most up to date vision of the industry possible. Changes to the industry taxonomy are built on the basis of extensive research of the company, association and competitor sources. Company coverage is based on three key factors: market capitalization, revenues and media attention/innovation/market potential. An exhaustive search of 56 member exchanges is conducted and companies are prioritized on the basis of their market capitalization. The estimated revenues of all major companies, including private and governmental, are gathered and used to prioritize coverage. Companies which are making the news or which are of particular interest due to their innovative approach are prioritized. © GBI Research. This is a licensed product and is not to be photocopied GBISC033MR / Published OCT 2012 Page 79 Appendix GBI Research aims to cover all major news events and deals in the energy industry, updated on a daily basis. The coverage is further streamlined and strengthened with additional inputs from GBI Research’s expert panel (see below). 11.4.5 Secondary Research The research process begins with exhaustive secondary research on internal and external sources being carried out to source qualitative and quantitative information relating to each market. The secondary research sources that are typically referred to include, but are not limited to Company websites, investor presentations Industry trade journals and other literature Internal and external proprietary databases News articles, press releases and web-casts specific to the companies operating in the market. 11.4.6 Primary Research GBI Research conducts hundreds of primary interviews a year with industry participants and commentators in order to validate its data and analysis. A typical research interview fulfills the following functions: It provides first-hand information on the market size, market trends, growth trends, competitive landscape and future outlook. Primary Research helps in validating and strengthening the secondary research findings. Further develops the analysis team’s expertise and market understanding. Primary research involves e-mail correspondence and telephone interviews as well as face-to-face interviews for each market, category, segment and sub-segment across geographies. The participants who typically take part in such a process include, but are not limited to: Industry Participants: CEOs, VPs, business development managers, market intelligence managers and national sales managers. Outside Experts: investment bankers, valuation experts, research analysts and key opinion leaders specializing in the semiconductor markets. 11.4.7 Expert Panel Validation GBI Research uses a panel of experts to cross-verify research and forecast methodologies and drive its analytical content. The GBI Research expert panel comprises marketing managers, product specialists, international sales managers from wireless charging companies; technology providers and academics and professors from research universities. © GBI Research. This is a licensed product and is not to be photocopied GBISC033MR / Published OCT 2012 Page 80 Appendix 11.6 Disclaimer All Rights Reserved. No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior permission of the publisher, GBI Research. © GBI Research. This is a licensed product and is not to be photocopied GBISC033MR / Published OCT 2012 Page 81