Monday, January 26, 2009

Industry Analysis: NetBooks Market outlook

AN JOSE, Calif. — The market for netbooks could explode from 35 million units this year to as many as 139 million in 2013, according to a report published today by ABI Research (Oyster Bay, NY).

The ultra small notebooks pioneered by Taiwan's AsusTek have been a strong area of growth for a PC sector otherwise slowing to a crawl in the current recession. However, a debate has raged over whether the growth will be mainly focused on x86/Windows or ARM/Linux systems and whether that growth will come at the expense of traditional and more profitable notebooks.

Netbooks are likely to serve pent-up needs for full featured mobile devices not served by today's smart phones or the PDAs of the past, said ABI researcher Kevin Burden in his report. "Today, with a better understanding for what a smart phone is, is not, and may never be, the market remains open for new device types," he said in a prepared statement.

The report, "Mobile Devices Annual Market Overview" provides shipment and revenue forecasts as well as analysis on a variety of system types including mobile handsets, ultra mobile devices, broadband-enabled consumer electronics and cellular modems. (EETime)
My Comments, posted earlier on Facebook:

NetBook Demand ~ semiconductors sales ~ virtualization & Cloud Computing applications ~ increased network traffic and demand for higher bandwidth .

Industries and companies poised to benefit in the immediate future:

- Semiconductors / PCB Fabrication houses
- PCB design and development houses
- networking equipment Manufacturers
- semiconductor manufacturers (Asia Vendors to the most part)
- ISP's offering high data bandwidth connectivity (wifi, 3G, Edge)
- server virtualization vendors
- Cloud application vendors & open source software

Cross posting from Facebook

Copyright C. Abdulrahman Rafiq

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