China's Netbook Market: Not as Big as It Looks

Table of Contents

• Executive Summary
• Huge Potential for Netbooks in China
  • Definition
  • Market Size
• Netbooks Heavily Promoted by 3G Operators
• China Mobile Promoting TD-SCDMA Netbooks
  • TD-SCDMA Network
    • TD-SCDMA End-Devices
    • Data Service Strategy: Subsidies to Drive Early Adoption
  • China Unicom Confident in WCDMA Network
    • WCDMA Network
    • WCDMA End-Devices
    • Data Service Strategy: WCDMA Network Benefits
  • China Telecom Promoting Netbooks Without Embedded Data Cards
  • CDMA2000 EV-DO Network
  • CDMA2000 EV-DO End Devices
  • Data Service Strategy: Large User Base for CDMA2000 1X Data Cards
• Netbook Value Chain: Intense Competition
  • Chipset Vendor Analysis
    • x86-Based
    • ARM-Based
  • OEM Analysis
  • Operating System Analysis
  • Operator Analysis
  • Channels
    • China Mobile' s Netbook Channels
    • China Telecom' s Netbook Channels
• Analysis of Key Player Strategies
  • Chipsets
    • Intel to Control Netbook Market
    • ARM Offers Lower Price but Only Supports Linux
    • VIA Will Try to Keep 15% of Netbook Market
  • Operating Systems
    • Google Android More Suitable for ARM-Based Chipsets
    • Google Chrome to Compete With Windows
    • RedFlag Linux to Work With Operators on Customized OS
  • End-Device Vendors
    • Lenovo
    • Dell
    • HP
    • Tsinghua Tongfang.
  • Outlook for Shanzhai Netbooks Grim
• Netbook Market Forecasts
  • Market Drivers
  • Market Barriers
  • Key Market Assumptions
  • Shipments Forecast
• Glossary
• Related In-Stat Reports

List of Table

• Table 1. China Mobile' s TD-SCDMA Netbook Subsidies
• Table 2. China Mobile' s TD-SCDMA Netbook Data Fees
• Table 3. China Unicom' s WCDMA Netbook Subsidies
• Table 4. China Unicom' s WCDMA Network Data Fees
• Table 5. Operator Strategies for 3G and Mobile Internet
• Table 6. ARM-Based Platform Providers
• Table 7. Lenovo' s Netbook Product List
• Table 8. Dell' s Netbook Product List
• Table 9. HP' s Netbook Product List
• Table 10. Tsinghua Tongfang' s Netbook Product List
• Table 11. Shanzhai Netbook Cost

List of Figures

• Figure 1. China' s Netbook Shipments Forecast, 2008 - 2013 (in Millions)
• Figure 2. China' s 2008 PC Shipments (in Millions)
• Figure 3. China Mobile' s 3G Network Coverage Plan, 2009 - 20115
• Figure 4. China Mobile' s 3G Subscriber Growth Plan, 2009 - 2011 (in Millions)
• Figure 5. China Unicom' s 3G Network Coverage Plan, 2009 - 2011
• Figure 6. China Unicom' s 3G Subscriber Growth Plan, 2009 - 2011 (in Millions)
• Figure 7. China Telecom' s 3G Network Coverage Plan, 2009 - 2011
• Figure 8. China Telecom' s 3G Subscriber Growth Plan, 2009 - 2011 (in Millions)
• Figure 9. China' s Netbook Value Chain
• Figure 10. China Mobile' s Netbook Channels
• Figure 11. China Telecom' s Netbook Channels
• Figure 12. ARM Chipset Roadmap
• Figure 13. ARM-Supported Linux OS Ecosystem
• Figure 14. Overview of China' s PC and Mobile Internet Users (2008)
• Figure 15. Mobile Internet User Growth, 2007 - 2008 (in Millions)
• Figure 16. Main Problems With Mobile Internet
• Figure 17. Satisfaction With Mobile Internet
• Figure 18. Major Netbook Uses
• Figure 19. Major Netbook Disadvantages
• Figure 20. China' s Netbook Shipments Forecast, 2008 - 2013 (in Millions)
• Figure 21. China' s Netbook Shipments Forecast by Telco and Non-Telco, 2008 - 2013 (in Millions)
• Figure 22. China' s Netbook Shipments Forecast by Operator, 2009 - 2013 (in Millions)
• Figure 23. China' s Netbook Shipments Forecast by OS, 2008 - 2013 (in Millions)