NEW YORK, Oct. 26 /PRNewswire/ -- Reportlinker.com announces that a new market research report is available in its catalogue.

http://www.reportlinker.com/p0155600/Reportlinker-Adds-Chinas-Netbook-Market-Not-as-Big-as-It-Looks.html

Report Summary

China's blue-ocean netbook market offers the kind of high margins that no PC or CE vendor wants to miss.

The result, however, is intense competition between every player in the netbook value chain. Already, the x86-based platform is being threatened by ARM-based platforms.

Netbook market drivers are clear. Netbooks decrease costs for users, and PC vendors are all keen to profit in an emerging market. Operators are offering service packages to promote their newly launched data services and are providing subsidies that boost vendor profits. The steady increase in mobile Internet subscribers will drive sales of end-devices. Finally, netbooks provide a better mobile Internet experience than mobile phones.

However, the market is not as big as it seems for two main reasons. First, 3G network capacity for data access remains limited. Second, Intel wants to limit market development in order to protect its notebook market. It has also launched its latest ultra-low voltage (ULV) platform, which will further squeeze the netbook market space. For these reasons, future market trends remain unclear for each player. The result may be that the netbook ends

up being a transitional product.

To better understand China's netbook market, In-Stat interviewed call 1.480.483.4441.

specialists from several parts of the industry, including operators, netbook vendors, chipset vendors, OEM vendors, and national agencies. Based on this research, the report first outlines the current status of the Chinese netbook market. It also discusses the development of the 3G market and operator plans for 3G services, and analyzes each part of the netbook value chain and its key players. Finally, it provides netbook shipment forecasts based on an analysis of the current market drivers and barriers.

Highlights

- According to Intel forecasts, the netbooks market will eventually account for 15%-20% of the total laptop market.

- The author estimates that TD-SCDMA subscribers will number less than five million by 2011, indicating limited space for end-device market growth.

- Operators will decrease netbook subsidies gradually.

- A total of 2.46 million netbooks will be shipped in China this year, more than half via telco channels.

Table of Contents

Executive Summary..1

Huge Potential for Netbooks in China .4

Definition .4

Market Size ...4

Netbooks Heavily Promoted by 3G Operators .5

China Mobile Promoting TD-SCDMA Netbooks .5

TD-SCDMA Network.....5

TD-SCDMA End-Devices.....5

Data Service Strategy: Subsidies to Drive

Early Adoption..6

China Unicom Confident in WCDMA Network ....7

WCDMA Network....7

WCDMA End-Devices...8

Data Service Strategy: WCDMA Network

Benefits .....9

China Telecom Promoting Netbooks Without

Embedded Data Cards9

CDMA2000 EV-DO Network9

CDMA2000 EV-DO End Devices....10

Data Service Strategy: Large User Base

for CDMA2000 1X Data Cards..10

Netbook Value Chain: Intense Competition ...12

Chipset Vendor Analysis .12

x86-Based......12

ARM-Based....13

OEM Analysis.....14

Operating System Analysis ....14

Operator Analysis......14

Channels .....15

China Mobile's Netbook Channels..15

China Telecom's Netbook Channels .....16

Analysis of Key Player Strategies......17

Chipsets 17

Intel to Control Netbook Market 17

ARM Offers Lower Price but Only

Supports Linux ......17

VIA Will Try to Keep 15% of Netbook

Market .....19

Operating Systems....20

Google Android More Suitable for

ARM-Based Chipsets..20

Google Chrome to Compete With Windows.21

RedFlag Linux to Work With Operators on

Customized OS.....21

End-Device Vendors .21

Lenovo ....21

Dell ....22

HP .....23

Tsinghua Tongfang .....23

Outlook for Shanzhai Netbooks Grim .24

Netbook Market Forecasts ..25

Market Drivers....25

Market Barriers...27

Key Market Assumptions 28

Shipments Forecast ..30

Glossary.....34

List of Tables ...36

List of Figures ..36

List of Tables

Table 1. China Mobile's TD-SCDMA Netbook Subsidies .... 7

Table 2. China Mobile's TD-SCDMA Netbook Data Fees ... 7

Table 3. China Unicom's WCDMA Netbook Subsidies. 9

Table 4. China Unicom's WCDMA Network Data Fees 9

Table 5. Operator Strategies for 3G and Mobile Internet... 15

Table 6. ARM-Based Platform Providers 19

Table 7. Lenovo's Netbook Product List . 22

Table 8. Dell's Netbook Product List 22

Table 9. HP's Netbook Product List . 23

Table 10. Tsinghua Tongfang's Netbook Product List.. 24

Table 11. Shanzhai Netbook Cost ..... 24

List of Figures

Figure 1. China's Netbook Shipments Forecast, 2008-2013 (in Millions) 2

Figure 2. China's 2008 PC Shipments (in Millions). 4

Figure 3. China Mobile's 3G Network Coverage Plan, 2009-2011 ... 5

Figure 4. China Mobile's 3G Subscriber Growth Plan, 2009-2011 (in Millions) .... 6

Figure 5. China Unicom's 3G Network Coverage Plan, 2009-2011.. 8

Figure 6. China Unicom's 3G Subscriber Growth Plan, 2009-2011 (in Millions) .. 8

Figure 7. China Telecom's 3G Network Coverage Plan, 2009-2011 ..... 10

Figure 8. China Telecom's 3G Subscriber Growth Plan, 2009-2011 (in Millions)...... 10

Figure 9. China's Netbook Value Chain ... 12

Figure 10. China Mobile's Netbook Channels... 16

Figure 11. China Telecom's Netbook Channels 16

Figure 12. ARM Chipset Roadmap ..... 18

Figure 13. ARM-Supported Linux OS Ecosystem... 19

Figure 14. Overview of China's PC and Mobile Internet Users (2008) ..... 25

Figure 15. Mobile Internet User Growth, 2007-2008 (in Millions)...... 25

Figure 16. Main Problems With Mobile Internet 26

Figure 17. Satisfaction With Mobile Internet ..... 27

Figure 18. Major Netbook Uses.... 28

Figure 19. Major Netbook Disadvantages.. 28

Figure 20. China's Netbook Shipments Forecast, 2008-2013 (in Millions) .... 30

Figure 21. China's Netbook Shipments Forecast by Telco and Non-Telco, 2008-2013 (in Millions)..... 31

Figure 22. China's Netbook Shipments Forecast by Operator, 2009-2013 (in Millions) .... 32

Figure 23. China's Netbook Shipments Forecast by OS, 2008-2013 (in Millions) 33

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