© 2008 Hitachi Global Storage Technologies Netbook Netbook Mar 12th, 2009 Steven Liu
© 2008 Hitachi Global Storage Technologies 2
Agenda
Industry OutlineIndustry Outline. Netbook Era. Industry Business Highlights
NetbookNetbook GrowthGrowth. Net book Growth Rate. Move up Notebook rankings. PC Netbook. Mobile Phone Companies’ Join . Operators’ Join
NetbookNetbook OutlookOutlook. Netbook Component – Wintel . Netbook Component - Panel. Netbook Component - Storage
© 2008 Hitachi Global Storage Technologies 3
Industry OutlineIndustry Outline. Netbook Era. Industry business highlights
Netbook Growth. Growth Rate. Move up Notebook rankings . PC Netbook’s Join. Mobile Phone Companies’ Join. Operators’ Join
Netbook Outlook. Netbook Component - Wintel. Netbook Component - Panel. Netbook Component - Storage
© 2008 Hitachi Global Storage Technologies 4
2007 Apr Jun Sep - Dec Mar
20092008
Everex HP
ECSGigabyteMSIMitac
HP MSIDell SamsungLenovo SonyFujitsu BenQToshiba NEC
Asus
Acer
NokiaTaiwan MobileVodafoneLGChina MobileTIM/ Italy
Netbook Era
Source: DigiTimes, Jan, 2009
- 2007 2H Asus introduce the first generation Netbook “Eee PC” as Asus sub brand- 2008 2H Acer successfully enter the market with 5M shipment in 2008 2H- 2008 2H more PC companies launch their first generation Netbook into the market- 2009 1H mobile phone & operator companies start to join the market- 2009 1H China Whitebox Netbook start booming
© 2008 Hitachi Global Storage Technologies 5
Industry Business highlights
Outlook
New notebook design starts & become a monster in PC industry during financial crisis. Erode original Notebook market’s ASP, and also replace low cost desktop market.
Highlights
* Netbook growth rate 132% from 2008 to 2009.
* Netbook sales target 30M in 2009, 50M in 2010.
* Acer & Asus has over 90% Netbook share in 2008
. * SSD adopt rate falls less than 10% in 2009
* Netbook sales moves in Notebook ranking
© 2008 Hitachi Global Storage Technologies 6
Industry Outline. Netbook Era. Industry Business Highlights
NetbookNetbook GrowthGrowth. Net book Growth Rate. Move up Notebook rankings. Mobile Phone Companies’ Join. Operators’ Join . PC Netbook Specs
Netbook Outlook. Netbook Component - Wintel. Netbook Compoent - Panel. Netbook Component - Storage
© 2008 Hitachi Global Storage Technologies 7
Netbook Growth Rate
0%
100%
31% 30%
100%
200%
18% 20%
0%
40%
80%
120%
160%
2007 2008 2009 2010
M un its
Notebook Netbook Tota l
Netbook YTY growth rate in 2009 are expected to 200%, contribute total Notebook by 18% growth rate. Notebook is only 5% growth
Source: MIC, 2009
© 2008 Hitachi Global Storage Technologies 8
Netbook Move Up in Notebook
1%
9%
19%
25%
0
40
80
120
160
200
2007 2008 2009 2010
M un its
0%
10%
20%
30%
40%
Notebook Netbook Netbook Share on Notebook
Netbook shipment are expected to be 30M units, which contribute make 19% of the overall Notebook market in 2009
Source: MIC, TW
© 2008 Hitachi Global Storage Technologies 9
PC Netbooks with Specs
Model Aspire One Aspire One Eee PC 901 Eee PC 1000 Eee PC 904HD 2133 2140
Weight (KG) 0.99 1.26 0.99 1.45 1.4 1.27 1.27
Display Size 8.9" 10.2" 8.9" 10.2" 8.9" 8.9" 8.9"
Processor Atom Atom Atom Atom Celeron-M Atom Atom
Storage Type SSD/HDD SSD/HDD SSD SSD/HDD HDD SSD/HDD HDD
Storage Size (GB) 8,16 / 120, 160 8,16 / 120, 160 12, 20 40, 80/120, 160 80 4 / 120, 160 120, 160
RAM (GB) 0.5 - 1 1 - 2 1 1 - 2 1 0.5 - 2 0.5 - 2
Battary (Cell) 3, 6 3, 6 4 6 6 6 6
OS System Windows XP Windows XP Linux, XP Home XP Home XP Home Vista, XP/Linux Vista, XP/Linux
Market Schedule Jun, 2008 Feb, 2009 Jun, 2008 Jun, 2008 Sep, 2009 May, 2008 Dec, 2008
NetbookComparison
HP Mini NoteAcer Aspire One Asus Eee PC
© 2008 Hitachi Global Storage Technologies 10
PC Netbook Specs ( cont )
Lenovo Idea Pad
Model Mini 9 Mini 12 Mini 10 NB100 NB105 S10 U100 U120
Weight (KG) 1.06 1.24 1.05 1 1 1.2 1.18 1.1
Display Size 8.9" 12.1" 10.2" 8.9" 8.9" 10.2" 10.2" 10.2"
Processor Atom Atom Atom Atom Atom Atom Atom Atom
Storage Type SSD HDD HDD HDD HDD HDD HDD HDD
Storage Size (GB) 4, 8, 16, 32 80/120/160 120/160 80/120/160 120 80/160 80/120/160 20, 40/120
RAM (GB) 0.5 - 1 1 1 0.5 - 1 1 0.5 - 1 0.5 - 1 0.5 - 1
Battary (Cell) 4 6 6 4 6 3 6 6
OS System XP/ Linux Vista Home/Linux Vista Home/LinuxVista Home/Linux Vista Home Windows XP Vista Home/Linux Vista Home/Linux
Market Schedule Sep, 2008 Sep, 2008 Mar, 2009 Sep, 2008 Dec, 2008 Oct. 2008 Jun, 2008 Dec, 2008
MSI Wind
NetbookComparison
Dell Inspiron Toshiba
© 2008 Hitachi Global Storage Technologies 11
Mobile Phone Companies’ join
Outlook
Mobile phone company decides to leverage their banding to defend PC companies’ aggressively package deal with operator
Highlights
* Nokia CEO announce in WMC ( Android Platform )
* Samsung & LG launch in US/EMEA market
. * Sony Ericsson ( leverage VIAO series )
* Motorola ?
© 2008 Hitachi Global Storage Technologies 12
Operators’ join
Outlook
Operators start to consider to extend their package from free phones to free Netbooks. Especially Netbook cost is close to current smart phones.
Taiwan Mobile just launched
Italy T Mobile ready to launch
UK Vodafone ?
US AT&T, Packard Bell ?
China Telecom & China Mobile ?
Japan NYY DoCoMo ?
© 2008 Hitachi Global Storage Technologies 13
Netbook Growth. Growth Rate. Move up Notebook rankings . Business Outlook
NetbookNetbook OutlookOutlook. Netbook Component – Wintel . Netbook Component - Panel. Netbook Component - Storage
Netbook Growth. Growth Rate. Move up Notebook rankings . PC Netbook’s Join. Mobile Phone Companies’ Join. Operators’ Join
Industry Outline. Netbook Era. Industry Business Highlights
© 2008 Hitachi Global Storage Technologies 14
Netbook Component - Wintel Architecture
CPU: Intel vs VIA, ARM, ( AMD no interest ? )
OS: Microsoft XP vs Microsoft 7.0
Microsoft XP vs Linux (Google Android )
Revenue & Profit ?
© 2008 Hitachi Global Storage Technologies 15
Netbook Component - Panel
Source: IDC, 2008
Panel size moves from 7” to 10.2” now, next moves will be 11.1” by 2010
© 2008 Hitachi Global Storage Technologies 16
Netbook Component - Storage
- SSD adopt rate falls under 10% in 2009, big shift to 2.5” HDD- 160G t 250G ?
160GB
120GB
80GB
40GB
32GB
20GB
16GB
12GB
8GB
HDD SSD
Acer
Acer
Asus
Asus
Asus
Dell
Dell
Dell
Dell
Dell
Dell
Lenovo
Lenovo
Toshiba
Toshiba
Toshiba
MSI
MSI
Asu
Asus
Acer
Asu
Asus
HP
HP
MSI
MSI
MSI