4. Taiwan Equity Research ElectronicsUltrabook Source: Company
data, Yuanta Research Center 4
5. Taiwan Equity Research ElectronicsUltrabook () Source:
Company data, Yuanta Research Center 5
6. Taiwan Equity Research ElectronicsUltrabook NB Normal
consumer notebook (US$) Ultrabook (US$) Impact 266(i5 2540M CPU,
tier one brands may get it 250 (i5 2557 M, tier one brands may get
it for ARM solution is coming in 4Q11 CPU for US$150) i3 CPU 110+
dollars lower US$140-150) ; i3 CPU 110+ dollars lower and may be
~30% cheaper Memory 23 (4GB) 23 (4GB) ~50 for 300 GB+ (will likely
decline to 30+ by 50 (300 GB HDD)/ 80 (64GB SSD) /154 (128 Hard
drive positive for SSD companies year end) GB) ODD 20-25 0 (no ODD)
negative for ODD companies MB MB 30-35 + chipset 20-21 MB 30-35 +
chipset 20-21 neutral power 7-8 (90Watt) 5 (65 watt) negative 5 for
high end ultrabook as it adopts super neutral to negative as
thermal need thermal 5 slim heat pipe; < 5 for lower end
ultrabook is declining 30+ (at least 2 piece of magnesium aluminum
casing 20 (plastic casing) positive casing, higher 50+ if unibody)
keyboard 5 5 (illuminated one ~10+) NB cam 3.5 (1.3 M) 3.5-4.0 1.8
for low end ultrabook ; 6+ for high end hinge 1.6+ positive
ultrabook Win7 software 68 68 Assembly 15 15 Neutral as main stream
later is Backlight Module 11 11 ; 15 (if its hinge up design) super
slim design, not hinge-up Positive if trend is super slim panel
Panel 48 (13.3 LED) 53-58 design Battery pack 20 32+ positive Misc
30 30 Total 450-654 470-764 Source: Intel, various companies,
Yuanta Research Center Source: Company data, Yuanta Research Center
forecast 6
7. Taiwan Equity Research ElectronicsUltrabook , Source:
Company data, Yuanta Research Center forecast 7
8. Taiwan Equity Research ElectronicsUltrabook Intel CPU-Ivy
Bridge4-5 Windows 8 4Q12 3Q-4Q12 ARM CPU NB CPU(~30%) 8
