The Ultrabook Briefing 2012-2016

Overview

This Executive Briefing encompasses the challenges and opportunities to be found within devices defined as and surrounding Intel's Ultrabook.

1. A Strategic Inflection Point..................... 2

2. Notebooks.............. 3

2.1 Juniper's Definition.............. 3

Figure 1: Examples of Notebooks & Other Form-Factors................. 3

2.2 Challenges & Opportunities...................... 4

Figure 2: Worldwide PC Shipments (m) Split by Form Factor  (Desktop, Notebook, & Tablet) 2006-2011........ 4

Table 1: Worldwide PC Shipments (m) Split by Form Factor  (Desktop, Notebook, & Tablet) 2006-2011........ 4

Figure 3: Worldwide Notebook Wholesale ASP ($) Split by OEM  (Acer, ASUS, Dell, HP and Lenovo) 2006-2010........ 5

Table 2: Worldwide Notebook Wholesale ASP ($) Split by OEM  (Acer, ASUS, Dell, HP and Lenovo) 2006-2010........ 5

3. Ultrabooks............... 6

3.1 Intel's Ultrabook..................... 6

Figure 4: Ultrabook Features Adopted from Tablets........ 6

Table 3: Intel's Ultrabook Specifications..................... 7

3.2 Challenges & Opportunities.................... 7

i. Apple's Macbook Air................. 8

Figure 5: Apple Macbook Wholesale ASP($) vs Leading Five Vendors Average Wholesale ASP ($) & Macbook Market Share (%) 2006-2010...................... 8

Table 4: Apple Macbook Wholesale ASP($) vs Leading Five Vendors Average Wholesale ASP ($) & Macbook Market Share (%) 2005-2010..................... 8

4. Ultrabook Forecasts........................ 9

Figure 6: Worldwide Annual Ultrabook Shipments (m) Split by Eight Key Regions 2011-2016...... 10

Table 5: Worldwide Annual Ultrabook Shipments (m) Split by Eight Key Regions 2011-2016.... 10