4. Taiwan Equity Research Electronics
Ultrabook 比較表
Source: Company data, Yuanta Research Center
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5. Taiwan Equity Research Electronics
Ultrabook 比較表 (續)
Source: Company data, Yuanta Research Center
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6. Taiwan Equity Research Electronics
Ultrabook 與普通NB 成本比較表
Normal consumer notebook (US$) Ultrabook (US$) Impact
266(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
CPU
for US$150) i3 CPU 110+ dollars lower US$140-150) ; i3 CPU 110+ dollars lower and may be ~30% cheaper
Memory 23 (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 20-25 0 (no ODD) negative for ODD companies
MB MB 30-35 + chipset 20-21 MB 30-35 + chipset 20-21 neutral
power 7-8 (90Watt) 5 (65 watt) negative
5 for high end ultrabook as it adopts super neutral to negative as thermal need
thermal 5
slim heat pipe; < 5 for lower end ultrabook is declining
30+ (at least 2 piece of magnesium aluminum
casing 20 (plastic casing) positive
casing, higher 50+ if unibody)
keyboard 5 5 (illuminated one ~10+)
NB cam 3.5 (1.3 M) 3.5-4.0
1.8 for low end ultrabook ; 6+ for high end
hinge 1.6+ positive
ultrabook
Win7 software 68 68
Assembly 15 15
Neutral as main stream later is
Backlight Module 11 11 ; 15 (if its hinge up design)
super slim design, not hinge-up
Positive if trend is super slim panel
Panel 48 (13.3'' LED) 53-58
design
Battery pack 20 32+ positive
Misc 30 30
Total 450-654 470-764
Source: Intel, various companies, Yuanta Research Center
Source: Company data, Yuanta Research Center forecast
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7. Taiwan Equity Research Electronics
各家Ultrabook 剛推出, 鋪貨保守
Source: Company data, Yuanta Research Center forecast
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8. Taiwan Equity Research Electronics
Ultrabook 後市看好的原因
Intel 新款CPU-Ivy Bridge預計在4-5月推出
Windows 8 預計在4Q12 推出
硬碟價格在3Q-4Q12 在供給開出的情況下將逐漸回落
ARM CPU 進軍 NB 將提供品牌廠較便宜CPU(~30%)的選擇
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