世界各国のリアルタイムなデータ・インテリジェンスで皆様をお手伝い

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メディアタブレットは、過去4年にわたって数々の革新がなされてきた、携帯インターネットデバイス(MID)、ウルトラモバイルPC(UMPC)、ネットブックコンピューターなどのウルトラモバイルデバイス(UMD)市場の、最もホットで新しいモバイルデバイスである。それぞれのフォームファクタは、約2年毎にまったく異なったものへと変貌を遂げてきた。そのもっとも主要な国が米国である。この調査レポートは、米国のUMDの市場傾向を調査している。従来のMIDやUMPCの出荷数を急速に上回る一方で、メディアタブレットがネットブックを超えるのはいつであろうか？ 最も影響が大きい配信チャネルや販売チャネルはなにで、それはいつ変化するのか？ OS、アプリケーションプロセッサ、接続機能の搭載率はどのくらいなのか？

The hottest new mobile devices - media tablets - are part of the Ultra-Mobile Device (UMD) market that includes numerous innovations over the past four years, such as Mobile Internet Devices (MIDs), Ultra-Mobile PCs (UMPCs), and netbook computers. Each form-factor has been replacing itself with a radically different mobile computing concept every 24 months. One of the leading countries behind the UMD charge is the United States.

This study analyzes trends for UMDs in the US. While quickly surpassing shipments of legacy MIDs and UMPCs, how long will it take before media tablets overtake netbooks? What distribution and sales channels are having the greatest impact and how will that trend change over time? What are the attach rates by operating system, applications processor, and connectivity?

What Questions Does This Report Answer?

• What is an Ultra Mobile Device (UMD)?
• What is the processor and OS mix for UMDs in the US?
• Who in the US will use these devices?
• What are the US distribution and sales channels for UMDs?
• What will the average selling price for UMDs in the US look like over the next five years?
• What is the vendor market share for media tablets and netbooks in the US?
• How big is the US market for UMDs now, and what will it be in the years to come?

Who Needs This Report?

• Device manufacturers and those considering entering this space
• Traditional PC, laptop, netbook and handset manufacturers
• Mobile operators and retailers that sell computing and consumer electronic devices
• Consumer Electronics and UMD component and subsystem manufacturers

目次

Media Tablets Cannibalizing Netbook Spend with 75% Share of US Ultra-Mobile Device Shipments in 2011

NEW YORK - October 6, 2011
Led by media tablets and more specifically Apple’s iPad 2, an estimated 37 million ultra-mobile devices (UMDs) will ship into the United States during 2011. UMDs represent mobile computing devices on a continuum bordered by laptop PCs and smartphones. The UMD category consists of four segments: ultra-mobile PCs (UMPCs), mobile Internet devices (MIDs), netbooks, and media tablets. The revenue value from vendor shipments of UMDs into US sales and distribution channels during 2015 is forecast to top $24 billion.

About 75% of total UMD shipments in the US during 2011 are expected to be media tablets. “While the near-term opportunity is all about media tablets, no UMD segment type has ever sustained a lead for longer than 36 months in any part of the world,” says ABI Research group director Jeff Orr. “Is the next device trend beyond media tablets just around the corner?”

Netbooks continue to be an important segment, though US volumes will steadily decline over the next five years from all-time highs of 9.9 million units shipped in 2010. Netbook value will shift from highly competitive computing and mobile broadband markets, including the US, to countries where low computing and home broadband penetration offers the greatest potential for mobile computing.

UMDs are well-positioned inside the edges of the mobile device landscape, though end-user audiences are driven to newer form-factors on emotion and promises and less on consumer needs and business roles. “For UMDs in the US to take the PC or smartphone markets head-on, there needs to be a fundamental shift in buying behavior driven by lifestyle enhancements and workplace requirements,” says Orr.

ABI Research’s new study, “Ultra Mobile Devices in the US Market,” examines the market and technology issues facing ultra-mobile devices (UMDs) in the US, including device segment definitions, sales channels, average selling price, application processors, operating system software, and connectivity. UMD segments covered include media tablets, netbooks, UMPCs, and MIDs.

It is part of ABI Research’s Tablets, Netbooks, and Mobile CE Research Service.