Netbooks, smartbooks, MIDs to add $9.5bn to Semi TAM

The new Ultra Mobile Devices that serve a gap between high-end smartphones and notebook PCs are set for very high growth, according to a report from Arizona analysts Forward Concepts, which will provide a big IC market.

“The individual integrated circuits forecast in the study are predicted to total $9.7bn in 2014″, says Will Strauss, CEO of Forward Concepts.

Netbook usage will be driven by pervasive Internet connectivity that will deliver 3G Netbook growth of 124% CAGR to hit 34m units in 2014 reaching a 45% 3G/LTE attachment rate, according

Netbooks will get their market boost from embedded 3G/LTE capability and from rapid adoption by the operators, reckons the analyst house.

“Smartbooks & Mobile Internet Devices (MIDs) will ship with near-ubiquitous 3G/LTE connectivity and will benefit from the pent up demand for a compact multimedia intensive, always-on, ultra-mobile device. We project these devices to grow at a 176% CAGR reaching 63m in 2014″, says Forward Concepts.

Just as Netbooks have taken market share from Notebooks, Smartbooks & MIDs will take market share from Smartphones.

Netbooks and Smartbooks will spur growth of both PC Mobile Broadband and Handset-Centric Mobile Internet subscriptions that we are forecasting to reach 295 million and 1.3 billion, respectively, in 2014.

“LTE networks will begin to emerge in 2010 and will be the fastest growing air-interface technology in 3G/LTE Netbooks and Smartbooks/MIDs reaching 5m and 4.1m units, respectively, in 2014″, reckons the report.

According to Satish Menon, Forward Concepts senior analyst and the primary author of the report, “As a result of limited upward mobility of non-captive Smartphone O/S, Smartbooks are currently lacking an ‘anchor’ web-centric, multitasking and lightweight O/S capable of fully exploiting the ARM-based applications processors. It is unlikely that Microsoft will be porting Windows7 to ARM platforms, but Maemo, Android, and Chrome are among early O/S candidates for Smartbooks, whether they be based on ARM Processors or on X86 platforms, like Intel‘s upcoming Moorestown.”

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