October 19, 2007
Will $200-$400 Laptop PC Win Commercial Market
Analysis of:
ASUSTEK AIMS TO SPARK NOTEBOOK REVOLUTION WITH ITS $199 LAPTOP | www.ftchinese.com
This analysis is solely the work of the author. It has not been edited or endorsed by GLG.
Implications: MIT Announced $100 Laptop PC for 1 Laptop per Child program. Now Asustek lanunched $200-$400 laptop PC. 1. What's the target market 2. Will it win commercial market 3. What's the impact to current PC market
Analysis: 1. It aimed on both Education Market (Low-end) and commercial market for Lean Laptop.
2. It may grab certain market share on the commercial pc market, especially for trequent traveller. Personally, I dream a "Use then scrap" laptop pc with adquate feature and price.
3. It will be a good sting for current PC market: Stimulate demand and meanwhile slash BoM Cost & ASP (Average Selling Price) simultaneously.
Let us see what's the move from both OEM (Dell, HP, Lenovo, Acer, etc) and ODM (Compal, Quanta, Asustek, etc.).
Analysis: 1. It aimed on both Education Market (Low-end) and commercial market for Lean Laptop.
2. It may grab certain market share on the commercial pc market, especially for trequent traveller. Personally, I dream a "Use then scrap" laptop pc with adquate feature and price.
3. It will be a good sting for current PC market: Stimulate demand and meanwhile slash BoM Cost & ASP (Average Selling Price) simultaneously.
Let us see what's the move from both OEM (Dell, HP, Lenovo, Acer, etc) and ODM (Compal, Quanta, Asustek, etc.).
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