The Apple iPad: Product Positioning, Component Supply Chain, and Impact on PC Products and E-Readers

Market Intelligence & Consulting Institute (MIC), February 2010, Pages: 27

On January 27, Apple announced its new iPad product. The product fills a gap that existed between the Mac PC and iPhone/iPod Touch product lines. The iPad features a screen size of 9.7" and a thickness of only 13.4mm, and Apple has emphasized the use of IPS panel technology and LED backlight module. Furthermore, the iPad features the iBook Store, and the product's e-reader functions will pose a threat to the existing e-reader market. This report analyzes the product positioning of the Apple iPad, the component supply chain of the iPad and the product's processor and display panel specifications. Furthermore, the report examines the cooperation model with AT&T, and looks at the possible impact of the iPad on notebook PCs, netbook PCs, smartbooks, and e-readers.

List of Topics

- Apple iPad product specifications and market positioning
- Applications and usage model of the iPad
- Apple's cooperation strategies with AT&T for the iPad
- Possible spectrum issues for the iPad related to the increasing number of devices making use of mobile broadband services
- Analysis of the Apple iPad component supply chain, including changes compared to the iPhone and a comprehensive chart listing key companies in the supply chain by individual component
- Apple's strategies behind the adoption of the A4 processor and its implications for future development
- Display panel specifications of the Apple iPad, including resolution, wide viewing angle, and panel characteristics in relation to the touch function
- Role of the display panel in the thin and lightweight design if the Apple iPad
- Development of the IPS technology adopted for the iPad panel
- Impact of the Apple iPad on notebook PCs, netbook PCs, smartbooks, and e-readers
- Comparison between the Apple iPad and Amazon Kindle in terms of product specifications and other features
- Different possible scenarios for the future development of cooperation and competition between Apple and Amazon
- E-paper technology development after the launch of the Apple iPad

- Acon
- Advanced Group
- Amazon
- AMD
- Apple
- AT&T
- AVY
- Barnes & Noble
- Bin Chuan
- BOE
- Broadcom
- Catcher Technology
- CBS Corp.
- Chaun-Choung
- Coretronic
- Cyntec
- Darfon
- Dynapack
- E Ink
- EA
- Foxconn
- Foxlink
- FTC
- GCE
- Google
- G-Tech
- Hachette Book Group
- HarperCollins
- Hitachi Display
- HTC
- Hynix
- Infineon
- Lagardere
- Lenovo
- LG Display
- Macmillan
- Maglayer
- Microsoft
- Namco Bandai
- Nan Ya
- News Corp.
- Novatek
- Numonyx
- NXP
- P.A. Semi
- Panasonic
- Pearson Plc
- Penguin
- Qualcomm
- Samsung
- Seiko Epson
- Sharp
- Simon & Schuster
- Simplo
- Sintek
- Sony
- Sunrex
- TMD
- Toshiba
- TPK
- Tripod
- TXC
- Unimicron
- USI
- Wanshih
- Wintek
- Yageo

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