Ultrabook rewrote three major opportunities for the PC upstream components industry chain

If the iPad and other tablets are classified as PC products, according to the report of the market research firm Canalys, in the fourth quarter of last year, Apple has surpassed HP to become the world's largest PC maker. The traditional PC camp's weapon against the iPad is Intel's Ultrabook. Starting from the fourth quarter of last year, under the leadership of Intel, Acer, Lenovo, Asus, Toshiba, Samsung and other manufacturers have tested ultrabooks. The industry sources told reporters that this is only a "prelude" to the ultrabook, Wintel camp brewing The Ultrabook counterattack will reach its climax in the second and third quarter of this year.

What impact will it have on the IT industry chain in the PRD? The industry is divided on this issue. A well-known investment bank UBS issued a report a few days ago, pointing out that although the ultrabook market has a large space, but for the mainland IT manufacturing companies, because the supply chain layout is not complete, there is no industrial agglomeration, can only play a guest role. However, according to Yang Sy, president of Intel China, Ultrabook is a great opportunity for the IT manufacturing industry in the Pearl River Delta and Yangtze River Delta. It is hoped that manufacturers in the Pearl River Delta Region will seize more market opportunities in the Super-Band. .

Bringing the three major industrial chain opportunities Traditional PC camps place high expectations on ultrabooks. From the perspective of the inside of the industry chain, the emergence of ultrabooks will also bring greater changes to the entire industry chain. To the corresponding business opportunities.

Yang Sy previously pointed out during an exclusive interview with the Southern Metropolis Daily reporter that the process and method used to make ultrabooks is not the same as that used to be PC notebooks in the past, especially in terms of parts and components, and there are major differences from traditional notebooks. The entire industry chain faces Bigger transformation. A recent report by Zhao Jinguang, a research fellow at China Gold Corporation, also confirmed Yang Xu’s argument. Zhao Xiaoguang pointed out in his analysis report that the introduction of Ultrabook will greatly stimulate the demand for touch screens, metal parts and connectors, which will expose these three major industry chains to huge development opportunities and will improve the supply and demand structure of these three industries.

Taking the metal chassis as an example, due to the thin and light path of ultrabooks, the aluminum chassis has become the "standard" of the ultrabook. At present, the aluminum chassis has become the scramble for super giants such as Compal, Inventec, Wistron, etc. The foundry giants have formed an alliance with the chassis factory to ensure the supply capacity of the metal chassis. The reporter learned from Shenzhen Changying Precision Technology Co., Ltd. that the company's metal parts business has received close attention from Intel and is likely to receive support from Intel funds.

Taking the connector as an example, Ultrabook will bring a large number of new connector requirements along with the improvement of product precision and transmission requirements. The USB interface will adopt USB 3.0 solution, because Ultrabook will replace the traditional hard disk with SSD, which will promote the new type of high-ASP interfaces such as sata and msata. UBS also pointed out in its report that the emergence of Ultrabook will bring greater business opportunities to connectors and other industries.

The Pearl River Delta industrial chain or the long-term benefit of the ultra-pole will bring major changes to the upstream component industry chain, but whether the Pearl River Delta IT manufacturing industry can seize this opportunity, the industry views are not uniform.

UBS released a report recently pointed out that Taiwan's PC supply chain capacity is easy to translate, can quickly react and mass production climb, and Taiwan's top four foundries accounted for 60% -70% of PC shipments, elbows will not go abroad. Therefore, the opportunity will still be mainly captured by the manufacturers in Taiwan. For the mainland Chinese industry, there is neither a technological advantage nor a speed advantage, and it is difficult to benefit from the ultra-polarization.

However, in the eyes of Yang Sy and others, the IT manufacturing industries in the Pearl River Delta and Yangtze River Delta will fully benefit from the rise of the ultra-pole market. Yang Syrian pointed out that in the past, notebooks or desktops were made by ODM companies in Taiwan, China, and they made bare metal, boards, chassis, and casings well. The enterprises in the Pearl River Delta and Yangtze River Delta in Mainland China were all involved in the later period and they used integration. There is not much room to play, and it is marginalized in the entire industry chain. The ultrabook is not the same, the product shape has changed, the size has changed, at least half thin, the keyboard is not the same, the shaft is not the same, ODM manufacturers can not take it all, this provides opportunities for those who are late.

Taking a touch screen as an example, the ultrabook uses a large number of touch screens. Companies such as Guangdong Laibao Hi-Tech Co., Ltd. (002106, stocks) have never been able to enter the ODM's field of vision. However, because these companies have mastered the touch-screen production technology, some of them have become Apple's suppliers. Therefore, when ultrabooks produce large touch screens, After the scale of demand, these vendors are expected to become important partners of traditional ODM vendors.

In August of last year, Intel held an ultra-pole summit forum in Shenzhen, attracting more than 500 suppliers to the conference, and 80% of the participants were to make spare parts. In an interview with a reporter from South Metropolis, Yang Xu repeatedly emphasized that the PRD suppliers' innovation capability is very strong, especially in industrial design and manufacturing. The ultra-polar market has started on a large scale. Enterprises in the Pearl River Delta region have been able to flex their muscles in key peripheral equipment areas and become the world's most important key equipment supplier.