目次
価格・ご注文について この調査レポートは、新しいクラウドブックのデバイスセグメントについて、機器OEMや小売業者、再販業者のインタビューを基に分析しています。
This report is based on interviews with device OEMs, retailers and resellers and provides a comprehensive analysis of the new cloudbook device segment, providing insights into the anticipated evolution over its first five years and the impact it will have on related markets, from notebooks to netbook to tablet devices. The factors that will drive cloudbooks and the competitive pressures it will face are also discussed in order to develop a picture of its place in the connected devices landscape.
主な調査内容 (目次より抜粋)
- 市場概説
- クラウドブックへの需要
- 新しいクラウドブック機器の展望
- 成功要因の大きなカギ
- SaaS
- ネットブック、ウルトラブック、タブレット、クラウドブックについて
- ソフトウェアプラットフォーム
- HTML５
- クラウドブックOS企業
- BOM、価格
- 販路
- 市場規模と予測
TOP
An examination of the demand, the driving forces, the emerging technologies and the host of potential challenges for successful establishment of the market for a new breed of browser-centric, cloud-connected devices
Overview
As content and applications shift into the cloud and communications and computing merge into one gadget, an increasingly mobile lifestyle is demanding new and innovative device form factors. Alternative approaches to the traditional PC and handset will play their part, but more radical designs are also emerging - the newest of these is the cloudbook.
This report is based on interviews with device OEMs, retailers and resellers and provides a comprehensive analysis of the new cloudbook device segment, providing insights into the anticipated evolution over its first five years and the impact it will have on related markets, from notebooks to netbook to tablet devices. The factors that will drive cloudbooks and the competitive pressures it will face are also discussed in order to develop a picture of its place in the connected devices landscape.
Topics of coverage include
- What is a cloudbook?
- Does the market need a cloudbook?
- The new device landscape
- Critical factors for cloudbook success
- Software as a service (SaaS)
- Notebooks vs. netbooks vs. ultrabooks vs. tablets vs. cloudbooks
- The software platform
- HTML5
- Cloudbook OS players
- Bill of materials and pricing
- Channels to market
- Market size and forecasts
Companies and organisations mentioned, discussed or reviewed include:
Adobe
Amazon
Apple
ARM
Asustek
AT&T
Citrix
Freescale
Google
HP
Infineon
| Intel
Kogan
Microsoft
Montavista
Motorola
Mozilla
Nokia
NVIDIA
Opera
Oracle
Palm
Phoenix Technologies
| Qualcomm
RIM
Samsung
Splashtop
Sun
Toshiba
Ubantu
Verizon
VMWare
Wind River
Xi3
|
Answers and opinions are provided with respect to the following essential questions:
- What is the expected size of the cloudbook market in 2011?
- Will Microsoft enter the cloud OS space?
- What proportion of cloudbooks will support 4G connectivity?
- Which device vendors are embracing the cloudbook opportunity?
- What is the typical cloudbook BOM?
- What are Google's objectives for Chrome OS?
- Why is virtualization important?
- Will there be a winner in the cloudbook vs. ultrabook battle?
- How is the BOM anticipated to evolve over the next five years?
- Is there a strong role for carriers in cloudbook retail?
- Why is the enterprise a sweet-spot for cloudbooks?
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| Table of Contents |  ※資料のご請求は「お問い合わせ」からお申込みください
|
A. INTRODUCTION
What is a cloudbook?
A.1 | Origins of the cloudbook
| The network computer
| The netbook
A.2 | Cloudbook market drivers
| Interest in promoting the thin client
Growth of connected devices
| Web players and device manufacturers
Providers of web services
Device manufacturers
| Emerging markets
B. DOES THE MARKET NEED A CLOUDBOOK?
| Lessons from the smartbook
B.2 | SWOT analysis
B.3 | The enterprise versus consumer adoption
C. THE NEW DEVICE LANDSCAPE
C.1 | Tablets and Cloudbooks
C.2 | Cloudbook feature set
Form factor
Storage
Display
Connectivity
Operating system and UI
Power
| Feature set outlook
C.3 | The main cloudbook players
Google
Intel
HP
Microsoft
Others
Outlook
C.4 | The Chromebook - the first cloudbook
CPU options
C.5 | A cloudbook challenger . the ultrabook
| Intel’s mobile strategy
MeeGo
D. THE SOFTWARE PLATFORM
D.1 | Elements of the cloudbook environment
| Software
The browser
Apps
App Store
| Virtualisation
D.2 | Trends pushing towards a browser-based OS
| Limitations of the Fat OS
Move towards lightweight Linux
| The rise of HTML5
Challenge to Flash and Silverlight
D.3 | Cloudbook OS players
Google
Linux distributions
webOS
MeeGo
Microsoft
| Cloud OS market share
E. CRITICAL SUCCESS FACTORS
E.1 | New connectivity models
| Breakdown of connectivity options
E.2 | Syncing and login
E.3 | Security
E.4 | The ‘self-improving’ device
E.5 | Price
E.6 | Flexibility
E.7 | Openness
F. FORECASTS
F.1 | Methodology
F.2 | Cloudbook shipments
F.3 | Portable computing device shipments
Notebook and tablet shipments
Netbook and ultrabook shipments
F.4 | Impact on other device types
Cannibalisation of the notebook market
Cannibalisation of netbook market
Non-cannibal cloudbook sales
G. BOM, PRICING & COST OF OWNERSHIP
G.1 | Factors affecting pricing
| Limited hardware differentiation
| Uptake of cloud services
| Subsidy and data plan
Lack of subsidy
Connectivity challenges
| OEM push for higher margins
Comparison with the ultrabook
G.2 | Target pricing
| Initial pricing
Cost of ownership
Retail price sweet spot
G.3 | BOM Analysis
Memory and motherboard
Display
Security
Battery
Connectivity
| BOM comparisons
Strategies for supporting cloudbook pricing
| BOM evolution
H. CHANNELS TO MARKET
H.1 | Software sells hardware
| Potential for conflict
| Google Apps
I. CONCLUSION
List of Table & Figures
Table 1 - Comparison of the key characteristics of tablets and cloudbooks
Table 2 - Specifications of the first commercial Chromebooks
Table 3 - BOM analysis comparison for cloudbooks and selected portable gadgets
Table 4 - Cloudbook component suppliers and pricing trends
Figure 1 - Shipment of non-phone portable devices with embedded cellular and Wi-Fi: 2010 - 2015
Figure 2 - Cloudbook SWOT analysis
Figure 3 - Features driving purchase decision for Early Adopters, Mainstream & Budget consumers
Figure 4 - Cloudbook purchasing pattern for enterprise and consumers: 2011 - 2015
Figure 5 - Ultrabook purchasing pattern for enterprise and consumers: 2012 - 2015
Figure 6 - Portable device landscape forecast: 2010 - 2015
Figure 7 - Chromebooks from Samsung and Acer
Figure 8 - Asustek’s UX21 ultrabook
Figure 9 - Browser market share and HTML5 penetration: 2011 . 2013
Figure 10 - Cloudbook OS market share: 2011 - 2015
Figure 11 - Cloudbook market breakdown by connectivity options supported: 2011 - 2015
Figure 12 - Cloudbook shipments: 2011 . 2015
Figure 13 - Portable device landscape forecast: 2010 - 2015
Figure 14 - Loss of notebook sales to new device categories: 2011 - 2015
Figure 15 - Loss of netbook sales to new device categories: 2011 - 2015
Figure 16 - New sales of tablets and cloudbooks: 2011 - 2015
