Barclays capital analysts drew a new picture of the influence of plane-table computers on the entire market as a whole. In the opinion of experts, in this year will be sold about 15 million plane-table computers, in 2011 this quantity will rise to 28 million pieces, moreover 70% of sales will fall to Apple iPad, which is based on the processor with ARM- architecture. The level of netbook purchase substitution will reach 30-40%.
Thus, in this year instead of those expected 19% increase the segment of netbook the sales will increase by 35 ml pieces ( 9% of increase ). In the following year, the market for netbook even can fall back by up to 20%, the annual sales volume not more than 28 ml pieces. The segment of netbook on base of Intel atom processors in the following year will demonstrate a gain volume only at 10% level.
The forecasted incremental values in the sales volumes of processors with x86- compatible architecture is reduced to 18% (2010) and 11% (2011). To answer the pressure, exerted by processor producers with ARM- architecture, Intel company will be able in 2011 after the release of economical processor medfield, which will be used in plane-table computers. For AMD similar solution will become the hybrid processors ontario with x86- compatible architecture bobcat.
Reduction in demand on netbook will hurt companies, which generate the specific components: Atheros (Wi-Fi), Marvell (controllers for disk) and Micron (memory ). Plane-table computers prefer to use solid-state disk and are satisfied by smaller memory volume.