Information Product Number: IN0804334SI Publication Date: October 2008 Number of Pages: 5 Analyst: Jim McGregor Price: $995 U.S. Dollars Table of Contents/Tables/Figures  Member Access Full-text HTML Full-text PDF Data File Spreadsheets*

Summary
 The report examines the impact of AMD's new “Smart Asset” manufacturing strategy that will involve the spin-off of the company’s manufacturing resources into a joint venture with an investment company representing the Emirate of Abu Dahbi.
 
 The new strategy is the result of an underlying need to improve the company’s financial position and focus on its new strategy under CEO Dirk Meyer.
 
 The move, however, is complicated because of a cross-licensing agreement with Intel, as well as the potential impacts on a broad number of other parties including AMD’s current process development partner, IBM, and AMD’s current foundry partners Chartered, TSMC, and UMC.
 
 1. The move will improve AMD’s financial position and allow it to focus on developing more competitive products, but it does not eliminate the debt commitment.
 2. Current AMD foundry partners are likely to lose business to the new foundry company from both AMD’s processor and graphics groups.
 3. IBM will gain an additional manufacturing partner if it so chooses.
 4. The move has no impact on Intel.
 5. The move could pose long-term challenges to AMD if the company loses critical expertise in manufacturing process technology.

Information Product Number: IN0804128UMD Publication Date: August 2008 Number of Pages: 76 Analyst: Ian Lao Price: $3,995 U.S. Dollars Table of Contents/Tables/Figures Read Press Release  Member Access Full-text HTML Full-text PDF Data File Spreadsheets*

Summary
 Why is the ultra mobile device (UMD) segment so important? Because it is likely to be the next billion units of gold for semiconductor and consumer electronics vendors, while driving a new level of innovation through communication standards, Internet applications, and service and usage models.
 
 This report examines one of the most critical issues in the UMD market: the battle between processor architectures, which are the hearts and brains of these new devices. The leading contenders in this battle include the x86 camp, led by Intel, and the ARM camp, led by companies like Freescale, NVIDIA, Qualcomm, Samsung, and Texas Instruments.
 
 The following information is included in the report:
 -Overview of the market and drivers for UMDs.
 -Company background, manufacturing strategies, product strategies, and current product details from each of the key x86 and ARM companies, including AMD, ARM, Freescale, Intel, NVIDIA, Qualcomm, Samsung, STMicroelectronics, Texas Instruments, and VIA.
 -Overview of the battle between the x86 and ARM architectures, including the current advantages and disadvantages of both.
 -In-Stat predictions on how the market is likely to evolve.

Information Product Number: IN0804111SI Publication Date: April 2008 Number of Pages: 27 Analyst: Mayank Jain Price: $2,995 U.S. Dollars Table of Contents/Tables/Figures Read Press Release  Member Access Full-text HTML Full-text PDF Data File Spreadsheets*

Summary
 Taiwanese manufacturers have completely dominated the global desktop motherboard and PC CEM space. In 2007, Taiwanese motherboard makers shipped 98.5% of the worldwide desktop motherboard shipments. However, the industry is faced with a slow growth rate owing to the trend of replacing desktop PCs with notebooks and aggressive pricing by notebook PC makers.
 
 Notebook PCs will remain the growth engine for PC CEMs. Notebook PC shipments by Taiwanese makers are likely to grow at a CAGR of 18.7% during 2007–2012.
 
 This report delves into the desktop motherboard shipments and desktop and notebook PC shipments by Taiwanese manufacturers. It explores the emerging trends in the PC and motherboard industry. The report also explores the competitive landscape in the PC and motherboard industry, the production locations being chosen by Taiwanese firms, and the Chinese share of the market.

Information Product Number: IN0804114SI Publication Date: April 2008 Number of Pages: 76 Analyst: Jim McGregor Price: $3,995 U.S. Dollars Table of Contents/Tables/Figures Read Press Release  Member Access Full-text HTML Full-text PDF Data File Spreadsheets*

Summary
 In late 2008 to early 2009, notebook PC unit shipments will surpass those of desktop PCs for the first time in history, Does this mean that the desktop market is now in decline? And, are notebook PCs and other mobile form factors beginning a rapid ascension to dominating the PC market? These are just some of the crucial questions answered in this in-depth report that will drive R&D efforts as well as future fab capacities and the profitability of the world's largest semiconductor maker, Intel, and its smaller rival, AMD.
 
 In-Stat also explores some significant industry and market trends and analyzes their respective effects on the PC microprocessor marketplace, e.g., the US and global economy, form factor shifts, evolving usage models, and software distribution channels, In-Stat also reveals how Generation "M" (those born in 1992 or later) will drive the adoption of ultra-mobile devices (UMDs), to obtain the "true" Web experience anywhere and anytime, Additionally, In-Stat explains why high-def is not the last-def and that the next-def will likely have a profound impact on microprocessor performance requirements in the future.
 
 Finally, In-Stat examines, in detail, the strategies, products, roadmaps, fab capacities, and branding issues for both Intel and AMD, All of this leads up to In-Stat's forecast, which is broken out by PC form factor and covers both historical data from 2003 to 2007 and the forecast out to 2012.

Information Product Number: IN0804125UMD Publication Date: January 2008 Number of Pages: 15 Analyst: Ian Lao Price: $1,995 U.S. Dollars Table of Contents/Tables/Figures Read Press Release  Member Access Full-text HTML Full-text PDF Data File Spreadsheets*

Summary
 The ultra mobile device space has been an enigma for many, as market watchers try to determine if it’s a market verging on explosive growth, and, therefore, an opportunity that should not be missed, or, instead, a market that was never meant to be. With major market events such as the ITU acceptance of WiMAX as a 3G standard, In-Stat takes a snapshot look back at the events of 2007 in the UMD market in an attempt to better understand if there is momentum that should not be ignored. Along with the historical snapshot, this report also considers some of the key challenges the market segment faces looking forward. This report considers the following questions:
 
 -Can there be two internets? There can only be one full-featured Internet.
 -Will users be able to have true mobile connectivity? WiMAX and Gobi bringing anywhere/anytime access closer to reality.
 -Will the consumer accept mobile Internet usage? Companies such as Samsung, Intel, Nokia, and Apple think so, given the successes of 2007’s UMPC, MID, and smart phone products.
 -What are my choices for giving users 8 hours + run times? Moorestown and Isaiah to the rescue.

Information Product Number: IN0804280SI Publication Date: January 2008 Number of Pages: 69 Analyst: Jim McGregor Price: $1,995 U.S. Dollars Table of Contents/Tables/Figures Read Press Release  Member Access Full-text HTML Full-text PDF Data File Spreadsheets*

Summary
 The competitive landscape for Intel is changing with its expansion into emerging form factors and markets, such as UMPCs/MIDs—a move that is being prompted by the decline of the desktop PC market. The silicon giant now finds itself battling with new competitors, such as ARM and VIA in the low-power, emerging form factors and consumer electronics space, as well as with more traditional competitors, such as AMD and IBM. This report examines all of these competitors and comes to the conclusion that while Intel is well-positioned owing to its strengths in microprocessors and chipsets, as well as R&D and manufacturing, it will face some interesting and competitive years ahead. In-Stat also believes that mounting costs and competitive pressures and an emphasis on systems, software, and services will cause IBM to eventually exit the semiconductor manufacturing business. Included in this report are:
 - Details on each competitor’s strategies and competitive advantages
 - SWOT Analyses for Intel and each of the primary competing companies
 - Comparative analysis of each company’s strategy, product lines, product roadmap, and prospects with those of Intel
 - Comprehensive tables, offering a one-stop mechanism for locating the parts offered in each competitor’s product lines in addition to their respective parameters

Information Product Number: IN0803659SI Publication Date: January 2008 Number of Pages: 28 Analyst: Ian Lao Price: $2,995 U.S. Dollars Table of Contents/Tables/Figures  Member Access Full-text HTML Full-text PDF Data File Spreadsheets*

Summary
 Business usage and buying patterns are under pressure from market forces such as the tightening of financial markets. With limits on access to ready sources of capital for operations, business habits for purchasing, upgrading, and replacing PCs are changing. Technology providers looking to thrive on changes in business PC usage, such as new expected life spans of PCs, can use survey results found in this report to align their product and roadmap strategies.
 
 This report summarizes the results of a business usage and purchasing patterns survey conducted in March of 2007. Findings in this report include business users time spent on PCs, the desired features of future PC purchases, changes in usage patterns, anticipated life span for PCs, and business users thoughts about what new PCs should cost.
 
 Results from this report will help companies determine:
 
 -When businesses are likely to make their next PC purchase.
 -The features business users really want, based on their usage and buying patterns.
 -If mobility is a focus for business.
 -How business views infrastructure.