TAIPEI, TAIWAN: Since the Chinese pirate (Shan Zhai) netbook trend is inevitable to stop and in order to prevent VIA from gaining market share, Intel clarified its stance of supporting the pirate NB at the beginning of the year.
Intel provides Atom CPU to the Chinese vendors, such as Unicomp, and Jwele, and helps them with reference board designing. The purpose of these actions is enabling the Intel alliance to compete with the VIA Global Mobility Bazaar Alliance. DRAMeXchange says.
DRAMeXchane states that from April, since there were no worries about component supply and design, the pirate NB Intel parts adopting rate surged up in spite of the 10 USD premium of Atom CPU over the VIA C7. The performance advantages attracked the vendors to adopt Intel CPU. As far as the April pirate netbook shipment is concerned, the Intel market share had already reached 75 percent.
Chinese pirate NB is at the early stage of its product life cycle and attracting all kinds of market participants. This resulted in grey import Intel Atom CPU flowing all over the place, and interfering the normal CPU price. Therefore, the actual story about the recent sayings that Intel will stop providing Atom to pirate netbooks is just one way of controlling the supply and bringing it back on track again.
Currently, the monthly CPU shipment supplied to Chinese pirate netbooks through Synnex and WPI reaches 200K per month. Intel is also providing extra support to BYD and Top Star in order to help them entering the netbook ODM business, according to DRAMeXchange.
The popularity of pirate netbooks in the Chinese market has caused component shortage, and currently the components can only fulfill 50-70 percent of demand. The shortage situation is expected to be eased in June. The April shipment was about 300K and expected to double in Q3 or Q409. Optimistically, the 2009 annual pirate netbook is expected to reach 4 million units.
Even with conservative estimation, the shipment of 2.5 million units will be easily fulfilled.
Monday, May 11, 2009
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