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Cymer Inc. Message Board

  • jamulmike jamulmike Oct 31, 2011 2:22 PM Flag

    “sources”: Ultras 25% share 4Q12. Intel sez 40%

    AMOLED SSS Ultras will be big hits in ’12.!
    Intel might even be low…!!
    Think AMOLED!!!
    Think SSS!!!
    Insist on Cymer!!!!

    Ultrabooks estimated to take up 20-25% of global consumer notebook shipments in 4Q12

    Ninelu Tu, Taipei; Joseph Tsai, DIGITIMES [Friday 28 October 2011]

    While Intel aims to increase the proportion of ultrabooks among global shipments of consumer notebooks to 40% by fourth-quarter 2012, the proportion is estimated to only reach 20-25% based on current market conditions, according to sources from Taiwan-based notebook supply chain makers.

    The sources pointed out that most suppliers are aggressively developing components for ultrabooks, but actual order volumes have so far been below their expectations. Although the suppliers all understand that ultrabook are still testing the water, weakening growth of the traditional notebook market and dropping profits have prompted them to put great hopes on the success of ultrabooks.

    As for Intel's 40% goal, the sources pointed out that Apple's MacBook Air will become a strong threshold for ultrabooks since there is not yet a single product can outmatch the MacBook Air in terms of performance and price.


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