The Ipad-driven Tablet Computer Restructures The Value Chain

Published:2011/5/27 3:46:00 Author:Li xiao na From:SeekIC

If the influence of a new product can be measured by its impact on the value chain, iPad is the most important product in the development of hi-tech industry. It has influenced many fields. In the hi-tech market, the scale is very important, but the growth is really supreme. Driven by the Moore’s law, the suppliers of technology increase quickly to support its heavy investment on the research and new products. In this process, the entire value chain will restructure to adapt to the greater innovation. This phenomenon is very common. Every field of the hi-tech market is influenced by iPad.

Promoted by the iPad, the increase speed of the slate tablet computer will be the fastest in all the electronic terminal products. The growth rate of slate tablet computer’s shipment will be 267.3% and 75.8& in 2011 and 2012 respectively.

It is predicated that Apple will become the second largest buyer of OEM semiconductor in the year of 2011, and it is possible to become the largest buyer. It is established that the shipment of NAND flash memory will reach 1.7 billion GB in the next year. In the future two years, its shipment will increase steadily. The usage amount of the NAND flash memory is increasing, which makes the supply short. The output of iPad can not be satisfied, the shortage of the memory device is the one of the reasons. More and more personal computer manufacturers apply the semiconductor solutions which have higher integration level to improve the performance and efficiency, so the usage amount of the Graphic Process Unit will increase quickly. Four fifths of the laptop computers will use the microprocessor in the year of 2014, and this ratio is only one third in 2010. The robust demand has influenced the strategy of semiconductor suppliers, for example. Oak Trail is especially designed by Intel for the products of iPad type.

Ipad also stimulates the display market, and makes it change. Influenced by iPad, 2010 is the year that TFT LCD with small and middle size increases fastest. With the increasing demand of iPad type products, the customers’ interests for 10’’ TFT LCD is also increasing. The related integrated circuit is SZF2002.

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