2012 02 06週會簡報 ultrabook 超輕薄筆電趨勢 (元大)

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Taiwan Equity Research Electronics 詹宗勳 PC零組件/週邊產品 886-2-3518-7913 [email protected] Ultrabook 超輕薄筆電趨勢- NB零組件之商機 20122

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2. Taiwan Equity Research ElectronicsUltrabook Intel (Sean Maloney) Intel2012Ultrabook 40% Intel ultrabook1,000 0.8 (2) , , ,(hinge),, , 2 3. Taiwan Equity Research ElectronicsUltrabook Ultrabook ,NB ultrabook 15-20% Ultrabook US$7001600, NBUS$600800. , NBASP GartnerNB (ASP) 2011/2012 US$754 /693, 5%/8% ;()NB(ASP) 2011/2012 US$658/6194%/6% 3 4. Taiwan Equity ResearchElectronicsUltrabook Source: Company data, Yuanta Research Center4 5. Taiwan Equity ResearchElectronicsUltrabook () Source: Company data, Yuanta Research Center5 6. Taiwan Equity Research ElectronicsUltrabook NB Normal consumer notebook (US$) Ultrabook (US$)Impact266(i5 2540M CPU, tier one brands may get it 250 (i5 2557 M, tier one brands may get it for ARM solution is coming in 4Q11 CPUfor US$150) i3 CPU 110+ dollars lowerUS$140-150) ; i3 CPU 110+ dollars lowerand may be ~30% cheaper Memory23 (4GB)23 (4GB) ~50 for 300 GB+ (will likely decline to 30+ by 50 (300 GB HDD)/ 80 (64GB SSD) /154 (128 Hard drive positive for SSD companies year end)GB) ODD 20-250 (no ODD)negative for ODD companies MB MB 30-35 + chipset 20-21MB 30-35 + chipset 20-21neutral power 7-8 (90Watt) 5 (65 watt) negative 5 for high end ultrabook as it adopts superneutral to negative as thermal need thermal 5 slim heat pipe; < 5 for lower end ultrabookis declining30+ (at least 2 piece of magnesium aluminum casing 20 (plastic casing) positive casing, higher 50+ if unibody) keyboard5 5 (illuminated one ~10+) NB cam 3.5 (1.3 M) 3.5-4.01.8 for low end ultrabook ; 6+ for high end hinge 1.6+ positive ultrabook Win7 software68 68 Assembly 15 15Neutral as main stream later is Backlight Module 1111 ; 15 (if its hinge up design)super slim design, not hinge-upPositive if trend is super slim panel Panel48 (13.3 LED)53-58design Battery pack 2032+ positive Misc 30 30 Total 450-654 470-764Source: Intel, various companies, Yuanta Research Center Source: Company data, Yuanta Research Center forecast 6 7. Taiwan Equity ResearchElectronicsUltrabook , Source: Company data, Yuanta Research Center forecast 7 8. Taiwan Equity Research ElectronicsUltrabook Intel CPU-Ivy Bridge4-5 Windows 8 4Q12 3Q-4Q12 ARM CPU NB CPU(~30%) 8 9. Taiwan Equity Research ElectronicsUltrabook 2 cm , ,Ultrabook(Li-polymer). ,NBApple, (6121 TT, )/ (3211 TT, )Apple . ultrabook ,/ ,/ultrabook 40+%/20+%. Ultrabook /. ,ultrabook(30)ASP US$32+,NB(6-Cell)US$20. 9 10. Taiwan Equity ResearchElectronicsUltrabook 2 cm , NBUltrabook . Ultrabook, . ultrabook Ultrabook (unibody) , (2474 TT, )/ (2354 TT, ) Unibody ASPUS$40-80+,NB / US$15-$20 ,NBApple(unibody). unibody CNC,/Apple Macbook , / .50%/30% 10 11. Taiwan Equity Research ElectronicsUltrabook 2 cm , NBUltrabook 3,,. ultrabook, Ultrabook ASPUS$6-7+/, US$1.8/NBUS$1.6.