Mobile Internet Devices

UMPCs, Netbooks, MIDs, and Supporting UMD Platforms

The ultra-mobile device (UMD) market is growing rapidly. The UMD market started out with UMPC devices, which will remain a niche segment, and expanded to include mobile Internet devices (MIDs) and netbooks. While different tiers of devices will have different coprocessors, different amounts of memory, and different prices, their common bond will be the UMD-class processors and platforms inside these devices. This study analyzes the drivers and barriers for UMDs across the ecosystem. It examines the issues that will shape this market, including the contest between x86-based processors and ARM-based processors, distribution and subsidization, device definitions, and the effect of cellular voice-enabled MIDs. Market forecasts for UMPCs, netbooks, and MIDs are segmented by region, processor, operating system, distribution channel, and wireless technologies including Wi-Fi, Bluetooth, GPS, and WWAN air interfaces.

What Questions Does This Report Answer?

  • What options are operators considering with regard to the distribution and subsidization of UMDs?
  • How large will the market grow, and how many of each type of UMD will sell over the next five years?
  • How are x86-based processor vendors and ARM-based processor vendors marketing their advantages, and how are they overcoming their disadvantages?
  • Which processors and operating systems will see the most success?
  • What are the defining features of an MID?
  • What effect will cellular voice-enabled MIDs have on the use of MIDs?

Who Needs This Report?

  • Content vendors
  • Mobile operators
  • Retail chains
  • Mobile device OEMs
  • Mobile device ODMs
  • Consumer electronics companies
  • PC OEMs
  • Processor Vendors
  • Wi-Fi, Bluetooth, GPS semiconductor vendors
  • Mobile broadband modem vendors

Table of Contents


Section 1.
EXECUTIVE SUMMARY
1.1. Introduction
1.2. Market Drivers for UMDs
1.3. Market Barriers for UMDs
1.4. Market Forecasts for UMPCs, Netbooks, and MIDs

Section 2.
STRATEGIC RECOMMENDATIONS
2.1. Recommendations for UMPC Vendors
2.2. Recommendations for Netbook Vendors
2.2.1. Product Portfolio Overlap
2.2.2. Inclusion of WWAN
2.3. Recommendations for MID Vendors
2.3.1. Do Not Tarnish Your Brand in Haste
2.3.2. Do Not Compromise Usability
2.3.3. Do Not Rely on Subsidization
2.3.4. Consider How Consumers Will Activate Devices
2.3.5. Real Differentiation Is Needed
2.4. Recommendations for Platform and Processor Vendors
2.4.1. x86-Based Processors
2.4.2. ARM-Based Processors
2.4.3. Custom Designs versus Packaged Platforms
2.5. Recommendations for Mobile Operators
2.5.1. Subsidization
2.5.2. Choosing Models to Sell Through the Carrier Channel
2.5.3. Balance Service Pricing
2.5.4. Consider How to Service Customers with Multiple Devices
2.5.5. Consider Newer Business Models
2.5.6. Watch Network Capacity
2.6. Recommendations for Retailers

Section 3.
MARKET ISSUES AROUND UMDS
3.1. Definition of Various UMDs
3.1.1. Definition of a UMPC
3.1.2. Definition of a Netbook
3.1.3. Definition of a MID
3.1.4. Intel’s UMD Definitions
3.1.5. Qualcomm’s UMD Definitions
3.1.6. Coalescing of UMD Definitions
3.2. Features
3.2.1. Connectivity
3.2.2. Broadcast
3.2.3. Storage
3.2.4. Input Methods
3.2.4.1. Keyboard
3.2.4.2. Touch Screen
3.2.4.3. Voice Command
3.2.5. Instant-On Capability
3.2.6. The Inclusion of Cellular Voice
3.3. Competing Devices around MIDs
3.3.1. Smartphones
3.3.2. UMPCs
3.3.3. Netbooks
3.3.4. Small, Low-Cost Laptops
3.3.5. PNDs
3.3.6. PMPs
3.4. Origin of MID Vendors
3.5. Distribution Channels for UMDs
3.6. Mobile Operator Issues to Consider
3.6.1. Activation, Authentication, Authorization, Accounting
3.6.2. Service Pricing and New Revenue Models for UMDs

Section 4.
PLATFORMS AND PROCESSORS BEHIND UMDS
4.1. UMD Vendors
4.2. Intel’s x86-Based Atom versus ARM-based Solutions
4.2.1. Intel’s Marketing Message
4.2.2. Marketing from ARM-Focused Companies
4.2.3. The Balanced View between x86- and ARM-Based Products
4.3. Competing Platforms for UMDs
4.3.1. Intel’s Atom Platform
4.3.2. Ericsson’s U500 Platform
4.3.3. Freescale’s MXC Platform
4.3.4. Nvidia
4.3.5. Qualcomm’s Snapdragon Platform
4.3.6. Texas Instruments’ OMAP Platform
4.4. Additional Competing Processors
4.4.1. AMD
4.4.2. Apple (PA Semiconductor)
4.4.3. ARM
4.4.4. Marvell Technologies
4.4.5. Via Technologies
4.5. UMD and MID Platform Forecasts

Section 5.
MARKET FORECASTS
5.1. Forecasts Included in Excel
5.2. UMPC Forecasts
5.3. Netbook Forecasts
5.4. MID Forecasts
5.5. UMD (UMPCs, Netbooks, and MIDs) Forecasts

Section 6.
COMPANY DIRECTORY

Section 7.
ACRONYMS
SCOPE OF STUDY
SOURCES AND METHODOLOGY
NOTES



Tables
  • UMD Shipments by UMPC, Netbook, and MID, World Market, Forecast: 2008 to 2013
  • UMD ASPs by UMPC, Netbook, and MID, World Market, Forecast: 2008 to 2013
  • UMD Revenue by UMPC, Netbook, and MID, World Market, Forecast: 2008 to 2013
  • UMD Shipments by Platform, World Market, Forecast: 2008 to 2013
  • MID Shipments by Platform, World Market, Forecast: 2008 to 2013
  • UMPC Shipments by Region, World Market, Forecast: 2008 to 2013
  • UMPC Shipments by Platform, World Market, Forecast: 2008 to 2013
  • UMPC Shipments by OS, World Market, Forecast: 2008 to 2013
  • UMPC Shipments by WWAN Air Interface, World Market, Forecast: 2008 to 2013
  • UMPC Shipments with Wi-Fi, World Market, Forecast: 2008 to 2013
  • UMPC Shipments by Connectivity (WPAN, GPS), World Market, Forecast: 2008 to 2013
  • UMPC Shipments by Distribution Channel, World Market, Forecast: 2008 to 2013
  • UMPC ASPs, World Market, Forecast: 2008 to 2013
  • UMPC Revenue by Region, World Market, Forecast: 2008 to 2013
  • UMPC Revenue by Platform, World Market, Forecast: 2008 to 2013
  • UMPC Revenue by OS, World Market, Forecast: 2008 to 2013
  • UMPC Revenue by WWAN Air Interface, World Market, Forecast: 2008 to 2013
  • UMPC Revenue with Wi-Fi, World Market, Forecast: 2008 to 2013
  • UMPC Revenue by Connectivity (WPAN, GPS), World Market, Forecast: 2008 to 2013
  • UMPC Revenue by Distribution Channel, World Market, Forecast: 2008 to 2013
  • Netbook Shipments by Region, World Market, Forecast: 2008 to 2013
  • Netbook Shipments by Platform, World Market, Forecast: 2008 to 2013
  • Netbook Shipments by OS, World Market, Forecast: 2008 to 2013
  • Netbook Shipments by WWAN Air Interface, World Market, Forecast: 2008 to 2013
  • Netbook Shipments with Wi-Fi, World Market, Forecast: 2008 to 2013
  • Netbook Shipments by Connectivity (WPAN, GPS), World Market, Forecast: 2008 to 2013
  • Netbook Shipments by Distribution Channel, World Market, Forecast: 2008 to 2013
  • Netbook ASPs, World Market, Forecast: 2008 to 2013
  • Netbook Revenue by Region, World Market, Forecast: 2008 to 2013
  • Netbook Revenue by Platform, World Market, Forecast: 2008 to 2013
  • Netbook Revenue by OS, World Market, Forecast: 2008 to 2013
  • Netbook Revenue by WWAN Air Interface, World Market, Forecast: 2008 to 2013
  • Netbook Revenue with Wi-Fi, World Market, Forecast: 2008 to 2013
  • Netbook Revenue by Connectivity (WPAN, GPS), World Market, Forecast: 2008 to 2013
  • Netbook Revenue by Distribution Channel, World Market, Forecast: 2008 to 2013
  • MID Shipments by Region, World Market, Forecast: 2008 to 2013
  • MID Shipments by Microsegment, World Market, Forecast: 2008 to 2013
  • MID Shipments by Platform, World Market, Forecast: 2008 to 2013
  • MID Shipments by OS, World Market, Forecast: 2008 to 2013
  • MID Shipments by WWAN Air Interface, World Market, Forecast: 2008 to 2013
  • MID Shipments with Wi-Fi, World Market, Forecast: 2008 to 2013
  • MID Shipments by Connectivity (WPAN, GPS), World Market, Forecast: 2008 to 2013
  • MID Shipments by Cellular Voice, World Market, Forecast: 2008 to 2013
  • MID Shipments by Distribution Channel, World Market, Forecast: 2008 to 2013
  • MID ASPs, World Market, Forecast: 2008 to 2013
  • MID Revenue by Region, World Market, Forecast: 2008 to 2013
  • MID Revenue by Microsegment, World Market, Forecast: 2008 to 2013
  • MID Revenue by Platform, World Market, Forecast: 2008 to 2013
  • MID Revenue by OS, World Market, Forecast: 2008 to 2013
  • MID Revenue by WWAN Air Interface, World Market, Forecast: 2008 to 2013
  • MID Revenue with Wi-Fi, World Market, Forecast: 2008 to 2013
  • MID Revenue by Connectivity (WPAN, GPS), World Market, Forecast: 2008 to 2013
  • MID Revenue with Cellular Voice, World Market, Forecast: 2008 to 2013
  • MID Revenue by Distribution Model, World Market, Forecast: 2008 to 2013
  • UMD Shipments by Region, World Market, Forecast: 2008 to 2013
  • UMD Shipments by Platform, World Market, Forecast: 2008 to 2013
  • UMD Shipments by OS, World Market, Forecast: 2008 to 2013
  • UMD Shipments by WWAN Air Interface, World Market, Forecast: 2008 to 2013
  • UMD Shipments with Wi-Fi, World Market, Forecast: 2008 to 2013
  • UMD Shipments by Connectivity (WPAN, GPS), World Market, Forecast: 2008 to 2013
  • UMD Shipments by Distribution Channel, World Market, Forecast: 2008 to 2013
  • UMD ASPs, World Market, Forecast: 2008 to 2013
  • UMD Revenue by Region, World Market, Forecast: 2008 to 2013
  • UMD Revenue by Platform, World Market, Forecast: 2008 to 2013
  • UMD Revenue by OS, World Market, Forecast: 2008 to 2013
  • UMD Revenue by WWAN Air Interface, World Market, Forecast: 2008 to 2013
  • UMD Revenue with Wi-Fi, World Market, Forecast: 2008 to 2013
  • UMD Revenue by Connectivity (WPAN, GPS), World Market, Forecast: 2008 to 2013
  • UMD Revenue by Distribution Channel, World Market, Forecast: 2008 to 2013

Charts
  • UMD Shipments by UMPC, Netbook, and MID, World Market, Forecast: 2008 to 2013
  • UMD ASPs by UMPC, Netbook, and MID, World Market, Forecast: 2008 to 2013
  • UMD Revenue by UMPC, Netbook, and MID, World Market, Forecast: 2008 to 2013
  • UMD Shipments by Platform, World Market, Forecast: 2008 to 2013
  • MID Shipments by Platform, World Market, Forecast: 2008 to 2013
  • UMPC Shipments by Region, World Market, Forecast: 2008 to 2013
  • UMPC Shipments by Platform, World Market, Forecast: 2008 to 2013
  • UMPC Shipments by OS, World Market, Forecast: 2008 to 2013
  • UMPC Shipments by WWAN Air Interface, World Market, Forecast: 2008 to 2013
  • UMPC Shipments with Wi-Fi, World Market, Forecast: 2008 to 2013
  • UMPC Shipments by Connectivity (WPAN, GPS), World Market, Forecast: 2008 to 2013
  • UMPC Shipments by Distribution Channel, World Market, Forecast: 2008 to 2013
  • UMPC ASPs, World Market, Forecast: 2008 to 2013
  • UMPC Revenue by Region, World Market, Forecast: 2008 to 2013
  • UMPC Revenue by Platform, World Market, Forecast: 2008 to 2013
  • UMPC Revenue by OS, World Market, Forecast: 2008 to 2013
  • UMPC Revenue by WWAN Air Interface, World Market, Forecast: 2008 to 2013
  • UMPC Revenue with Wi-Fi, World Market, Forecast: 2008 to 2013
  • UMPC Revenue by Connectivity (WPAN, GPS), World Market, Forecast: 2008 to 2013
  • UMPC Revenue by Distribution Channel, World Market, Forecast: 2008 to 2013
  • Netbook Shipments by Region, World Market, Forecast: 2008 to 2013
  • Netbook Shipments by Platform, World Market, Forecast: 2008 to 2013
  • Netbook Shipments by OS, World Market, Forecast: 2008 to 2013
  • Netbook Shipments by WWAN Air Interface, World Market, Forecast: 2008 to 2013
  • Netbook Shipments with Wi-Fi, World Market, Forecast: 2008 to 2013
  • Netbook Shipments by Connectivity (WPAN, GPS), World Market, Forecast: 2008 to 2013
  • Netbook Shipments by Distribution Channel, World Market, Forecast: 2008 to 2013
  • Netbook ASPs, World Market, Forecast: 2008 to 2013
  • Netbook Revenue by Region, World Market, Forecast: 2008 to 2013
  • Netbook Revenue by Platform, World Market, Forecast: 2008 to 2013
  • Netbook Revenue by OS, World Market, Forecast: 2008 to 2013
  • Netbook Revenue by WWAN Air Interface, World Market, Forecast: 2008 to 2013
  • Netbook Revenue with Wi-Fi, World Market, Forecast: 2008 to 2013
  • Netbook Revenue by Connectivity (WPAN, GPS), World Market, Forecast: 2008 to 2013
  • Netbook Revenue by Distribution Channel, World Market, Forecast: 2008 to 2013
  • MID Shipments by Region, World Market, Forecast: 2008 to 2013
  • MID Shipments by Microsegment, World Market, Forecast: 2008 to 2013
  • MID Shipments by Platform, World Market, Forecast: 2008 to 2013
  • MID Shipments by OS, World Market, Forecast: 2008 to 2013
  • MID Shipments by WWAN Air Interface, World Market, Forecast: 2008 to 2013
  • MID Shipments with Wi-Fi, World Market, Forecast: 2008 to 2013
  • MID Shipments by Connectivity (WPAN, GPS), World Market, Forecast: 2008 to 2013
  • MID Shipments by Cellular Voice, World Market, Forecast: 2008 to 2013
  • MID Shipments by Distribution Channel, World Market, Forecast: 2008 to 2013
  • MID ASPs, World Market, Forecast: 2008 to 2013
  • MID Revenue by Region, World Market, Forecast: 2008 to 2013
  • MID Revenue by Microsegment, World Market, Forecast: 2008 to 2013
  • MID Revenue by Platform, World Market, Forecast: 2008 to 2013
  • MID Revenue by OS, World Market, Forecast: 2008 to 2013
  • MID Revenue by WWAN Air Interface, World Market, Forecast: 2008 to 2013
  • MID Revenue with Wi-Fi, World Market, Forecast: 2008 to 2013
  • MID Revenue by Connectivity (WPAN, GPS), World Market, Forecast: 2008 to 2013
  • MID Revenue with Cellular Voice, World Market, Forecast: 2008 to 2013
  • MID Revenue by Distribution Model, World Market, Forecast: 2008 to 2013
  • UMD Shipments by Region, World Market, Forecast: 2008 to 2013
  • UMD Shipments by Platform, World Market, Forecast: 2008 to 2013
  • UMD Shipments by OS, World Market, Forecast: 2008 to 2013
  • UMD Shipments by WWAN Air Interface, World Market, Forecast: 2008 to 2013
  • UMD Shipments with Wi-Fi, World Market, Forecast: 2008 to 2013
  • UMD Shipments by Connectivity (WPAN, GPS), World Market, Forecast: 2008 to 2013
  • UMD Shipments by Distribution Channel, World Market, Forecast: 2008 to 2013
  • UMD ASPs, World Market, Forecast: 2008 to 2013
  • UMD Revenue by Region, World Market, Forecast: 2008 to 2013
  • UMD Revenue by Platform, World Market, Forecast: 2008 to 2013
  • UMD Revenue by OS, World Market, Forecast: 2008 to 2013
  • UMD Revenue by WWAN Air Interface, World Market, Forecast: 2008 to 2013
  • UMD Revenue with Wi-Fi, World Market, Forecast: 2008 to 2013
  • UMD Revenue by Connectivity (WPAN, GPS), World Market, Forecast: 2008 to 2013
  • UMD Revenue by Distribution Channel, World Market, Forecast: 2008 to 2013