Mobile Internet Devices and UMPCs

Market Analysis and Forecast



Despite being hampered into 2009 by technology limitations as well as high ASPs, Ultra Mobile PC (UMPC) markets will grow steadily, achieving 4.68 million units shipped in 2012. Mobile Internet Devices (MIDs) will strike a responsive chord with consumers, and by 2012, 90 million MIDs will ship. MID customers will include Lifestyle Boomers, Gen Y Social Networkers, Young Gamers, Frugal Generalists, and Multimedia Enthusiasts. The UMPC’s technology challenges include the need for low power consumption CPUs that still can run Vista applications, lower-priced displays, batteries with longer life, lower-priced flash drives, and more user-friendly input devices. The Mobile Internet Device faces serious competitive challenges from single-purpose devices, evolving smartphones, and some UMPCs. Wireless connectivity will be a key part of MIDs. Mobile WiMAX and WCDMA connectivity will be integral components. This study examines ultra mobile devices, including both mobile Internet devices and ultra mobile PCs. It evaluates their market potential, their technology challenges, the strategies of the major vendors entering this market, and the types of users and the key applications that will drive these users to adopt this new platform.


What Does This Report Answer?
  • What applications will mobile Internet devices run?
  • What are the customer profiles for MID early adopters?
  • What are the strengths limitations, weaknesses, and opportunities of UMPCs?
  • How big will the MID market be?
  • How will MID markets grow regionally?
  • What will wireless technology attach rates be for UMPCs and MIDs?
  • Which products will MIDs cannibalize?
  • What technology changes will spur UMPC growth?
  • How long will it take for these technology changes to take place?
  • How large will the UMPC market become?
  • How quickly will ASPs drop for UMPCs and MIDs?
Who Needs This Report?
  • MID manufacturers
  • UMPC manufacturers
  • Wireless chipmakers
  • Linux software companies
  • Carriers
  • Mobile operators
  • Display manufacturers
  • MID application developers


Section 1.
EXECUTIVE SUMMARY
1.1 The Birth of a New Product Category
1.2 Market Issues
1.2.1 Definitions
1.2.2 Target Markets
1.2.3 UMPCs Today
1.2.4 MID Competitors
1.3 Technology Issues
1.3.1 Power Consumption
1.3.2 User Input
1.3.3 The User Experience
1.3.4 Battery Life
1.3.5 Wireless Connectivity
1.4 Key Industry Players
1.4.1 Chipmakers
1.4.2 Software Manufacturers
1.4.3 Smartphone Manufacturers
1.4.4 Carriers
1.5 Market Forecasts
1.5.1 Market Sizing
1.5.2 ASPs
1.5.3 MID Adopters
1.5.4 UMPC Adopters
1.5.5 MID Applications by Type
1.5.6 UMPC Component Costs
1.5.7 MID Component Costs
1.5.8 MID Wireless Connectivity Attach Rate
1.5.9 UMPC Wireless Connectivity Attach Rate
1.5.10 The Source of MID Customers
1.6 Strategic Recommendations

Section 2.
MARKET ISSUES
2.1 Ultra Mobile Devices
2.2 Ultra Mobile PCs (UMPCs)
2.2.1 Definition
2.2.2 Target Customers
2.2.2.1 Commercial Customers
2.2.2.1.1 Horizontal Markets
2.2.2.1.2 Vertical Markets
2.2.2.2 Consumers
2.2.3 The Prototype UMPC
2.2.3.1 Weight and Form Factor
2.2.3.2 Processor
2.2.3.3 Display
2.2.4 Early UMPC Products
2.2.4.1 Samsung Q1 Ultra
2.2.4.1.1 Description
2.2.4.1.2 Strengths
2.2.4.1.3 Weaknesses
2.2.4.2 SONY UX 380N
2.2.4.2.1 Description
2.2.4.2.2 Strengths
2.2.4.2.3 Weaknesses
2.2.4.3 The OQO Model 2
2.2.4.3.1 Description
2.2.4.3.2 Strengths
2.2.4.3.3 Weaknesses
2.2.4.4 The Vulcan FlipStart E-1001S
2.2.4.4.1 Description
2.2.4.4.2 Strengths
2.2.4.4.3 Weaknesses
2.2.4.5 The HTC Shift
2.2.4.5.1 Description
2.2.4.5.2 Strengths
2.2.4.5.3 Weaknesses
2.2.4.6 The TabletKiosk eo i7209
2.2.4.6.1 Description
2.2.4.6.2 Strengths
2.2.4.6.3 Weaknesses
2.2.4.7 The Asus R2H
2.2.4.7.1 Description
2.2.4.7.2 Strengths
2.2.4.7.3 Weaknesses
2.2.4.8 The Palm Foleo
2.2.4.8.1 Description
2.2.4.8.2 Strengths
2.2.4.8.3 Weaknesses
2.2.4.9 The Fujitsu 810
2.2.4.9.1 Description
2.2.4.9.2 Strengths
2.2.4.9.3 Weaknesses
2.2.4.10 Will Dell Enter the UMPC Market?
2.2.5 The VIA Prototype
2.2.6 Establishing Business Value
2.2.6.1 Price
2.2.6.1.1 The OLP as a Competitor to the UMPC
2.2.6.2 Functionality
2.2.6.3 The Dilemma of the Multiple-Device Employee
2.2.7 A UMPC SWOT Analysis
2.2.7.1 Strengths
2.2.7.2 Weaknesses
2.2.7.3 Opportunities
2.2.7.4 Threats
2.3 The Mobile Internet Device (MID)
2.3.1 Definition of a New Product Category
2.3.2 Applications
2.3.3 User Experience Requirements
2.3.3.1 The Internet Experience
2.3.3.2 The User Interface
2.3.3.3 Purchasing Criteria
2.3.4 Targeted Market Segments
2.3.4.1 Consumer
2.3.4.1.1 The Multimedia Enthusiast: A Prototype Device
2.3.4.1.2 The Generation Y Social Networker: A Prototype Device
2.3.4.1.3 The Younger Gamer: A Prototype Device
2.3.4.1.4 Soccer Moms: A Prototype Device
2.3.4.1.5 The Health-Conscious Boomer: A Prototype Device
2.3.4.1.6 The Home Controller: A Prototype Device
2.3.4.1.7 The Adventurer: A Prototype Device
2.3.4.1.8 Frugal Generalists: A Prototype Device
2.3.4.2 Enterprise
2.3.4.2.1 Horizontal Market Segments
2.3.4.2.2 Vertical Market Segments
2.3.5 The iPhone as a MID Stalking Horse
2.3.5.1 Description
2.3.5.2 Strengths
2.3.5.3 Weaknesses
2.3.6 The Nokia N800 as a Stalking Horse for an MID
2.3.6.1 Description
2.3.6.2 Strengths
2.3.6.3 Weakness
2.3.7 The gPhone
2.3.8 Competitors
2.3.8.1 Smartphones
2.3.8.2 UMPCs
2.3.8.3 Single Purpose Devices
2.3.9 Distribution Models
2.3.10 The MID Multiple Device Customer
2.3.11 Business Model Challenges
2.3.12 Integration & Support Challenges

Section 3.
TECHNOLOGY ISSUES
3.1 Processing
3.2 Screen Size and Quality
3.3 Battery Life
3.4 Storage
3.5 The User Experience
3.5.1 Input
3.5.1.1 Multi-Touch
3.5.1.2 Passive and Active Screens
3.5.1.3 Keyboard
3.5.1.4 Voice
3.5.1.5 Eye Tracking
3.5.1.6 Mind Control
3.6 The User Environment
3.7 Connectivity
3.7.1 WI-FI
3.7.2 3G
3.7.3 WiMAX
3.8 Security

Section 4.
KEY INDUSTRY PLAYERS
4.1 Chip Manufacturers
4.1.1 AMD
4.1.2 Atheros
4.1.3 Broadcom
4.1.4 Freescale Semiconductor
4.1.5 Intel
4.1.6 Marvell Technology Group LTD
4.1.7 Qualcomm
4.1.8 Sequans
4.1.9 SIRF Technology Holdings Inc.
4.1.10 Texas Instruments
4.1.11 VIA
4.1.12 Wavesat
4.2 Hardware Manufacturers
4.2.1 Cisco
4.2.2 Dell
4.2.3 FlipStart
4.2.4 Hewlett-Packard
4.2.5 OQO
4.2.6 Palm
4.2.7 Samsung
4.2.8 Sony
4.2.9 TabletKiosk
4.3 Software Manufacturers
4.3.1 Canonical
4.3.2 Hangwang Technology Company Ltd.
4.3.3 Microsoft
4.4 Smartphone Manufacturers
4.4.1 Apple
4.4.2 Motorola
4.4.3 Nokia
4.4.4 Research in Motion (RIM)
4.5 Mobile Operators
4.5.1 AT&T
4.5.2 Sprint

Section 5.
MARKET FORECASTS
5.1 A Likely Scenario for UMPC Growth
5.2 A Likely Scenario for MID Growth
5.3 A UMPC ASP Forecast
5.4 A MID ASP Forecast
5.5 A Forecast of MID Adopters by Type
5.6 A Forecast of UMPC Adopters by Type
5.7 MID Application Forecast
5.8 How UMPC Applications Will Change
5.9 How UMPC Component Costs Will Change
5.10 How MID Component Costs Will Change
5.11 Mobile Internet Device Connectivity Forecast
5.12 UMPC Wireless Connectivity Forecast
5.13 Smartphone Shipment Forecast
5.14 The Source of MID Customers

Section 6.
FOR FURTHER INFORMATION

Section 7.
SCOPE AND METHODOLOGY
7.1 Scope of Study
7.2 Sources and Methodology

Section 8.
COMPANY DIRECTORY

Section 9.
ACRONYMS
NOTES

Report Code: RR-MID

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Number of Pages: 77
Number of Tables, Charts and Figures: 14
Deliverable Formats:
Price: Login
Release Date: 3Q 2007


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