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The Greater Chinese Motherboard Industry, 3Q 2004 and Beyond

December 30, 2004 / Chris Wei / Emily Tsai

26 Page, Statistics Report

US$1,340 (Single User License)

Abstract

With consumer demand in the clone market warming more slowly than expected, and with corporate demand mostly flat, the Greater Chinese motherboard industry grew by a moderate 4.1% year-on-year in the third quarter of 2004 to reach roughly 34.8 million units. A market run on value-line offerings caused shipment value to plunge 7.4%. Hopes are high that rising consumption levels in the fourth quarter will set off a new wave of shipment growth to the clone market. Demand for AMD's K8 core CPU along with the rollout of new offerings is expected to stimulate shipments of high-end motherboards.

List of Topics
Quarterly shipment volume forecast for 4Q 2004 through 4Q 2005; special discussion on upcoming release of dual-core CPU from Intel and AMD, a review of developments within the industry in 3Q 2004, including assembly level breakdowns of Greater Chinese motherboard shipment volume, shipment value and ASP, connector types, chipset adoption, production locations, shipment destinations, and business types.

ABIT, AMD, ASUS, ATI, Biostar, Dell, ECS, FIC, Foxconn, Gigabyte, HP, Intel, Lenovo, Mitac, MSI, Nvidia, QDI, SiS, ULi, USI, VIA, Wistron

List of Figures
Figure 1 Greater Chinese Motherboard Shipment Volume, 1Q 2002 - 2Q 2004

Figure 2 Greater Chinese Motherboard Shipment Value and ASP, 1Q 2002 - 2Q 2004

Figure 3 Greater Chinese Motherboard Shipment Volume by Assembly Level, 1Q 2002 - 2Q 2004

Figure 4 Greater Chinese Motherboard Shipment Share by Assembly Level, 1Q 2002 - 2Q 2004

Figure 5 Greater Chinese Motherboard Makers' Shipment Volume by Tier, 1Q 2002 - 2Q 2004

Figure 6 Greater Chinese Motherboard Makers' Shipment Share by Tier, 1Q 2002 - 2Q 2004

Figure 7 Greater Chinese Motherboard Shipment Share by CPU Connector Type, 1Q 2002 - 2Q 2004

Figure 8 Greater Chinese Motherboard Full System and Barebones Shipments by CPU Connector Type, 1Q 2002 - 2Q 2004

Figure 9 Greater Chinese Motherboard Shipments by CPU Connector Type, 1Q 2002 - 2Q 2004

Figure 10 Greater Chinese Motherboard Chipset Adoption Rate by Supplier, 1Q 2002 - 2Q 2004

Figure 11 Greater Chinese Motherboard Shipment Volume By Shipment Destination, 1Q 2002 - 2Q 2004

Figure 12 Greater Chinese Motherboard Shipment Share by Shipment Destination, 1Q 2002 - 2Q 2004

Figure 13 Greater Chinese Motherboard Full System/Barebones Shipment Volume By Shipment Destination, 1Q 2002 - 2Q 2004

Figure 14 Greater Chinese Motherboard Full System/Barebones Shipment Share by Shipment Destination, 1Q 2002 - 2Q 2004

Figure 15 Greater Chinese Motherboard Shipment Volume By Business Type, 1Q 2002 - 2Q 2004

Figure 16 Greater Chinese Motherboard Shipment Share by Business Type, 1Q 2002 - 2Q 2004

Figure 17 Greater Chinese Full System/Barebones Shipment Volume By Business Type, 1Q 2002 - 2Q 2004

Figure 18 Greater Chinese Full System/Barebones Shipment Share by Business Type, 1Q 2002 - 2Q 2004

Figure 19 Greater Chinese Motherboard Shipment Volume By Production Location, 1Q 2002 - 2Q 2004

Figure 20 Greater Chinese Motherboard Shipment Share by Production Location, 1Q 2002 - 2Q 2004

Figure 21 Taiwanese Full System/Barebones Shipment Volume By Production Location, 1Q 2002 - 2Q 2004

Figure 22 Taiwanese Full System/Barebones Production Locations, 1Q 2002 - 2Q 2004

Figure 23 Greater Chinese Motherboard Shipment Volume, 1Q 2003 - 2Q 2005

List of Tables
Table 1 Major Greater Chinese Motherboard Manufacturers' Ranking by Tier, 1Q 2002 - 1Q 2004

Table 2 Greater Chinese Motherboard Chipset Adoption Rate by Type, 1Q 2002 - 2Q 2004

Appendix

Research Scope

The Greater Chinese desktop PC industry includes two main segments. The first segment is the Greater Chinese motherboard industry, which includes Taiwanese, Chinese, and Hong Kong manufacturers producing desktop PC motherboards in Taiwan, China, and Mexico. The second segment is the Taiwanese desktop PC industry, which includes Taiwanese manufacturers producing full system and barebones products in production locations all over the world.

Definitions

Assembly Level

Motherboard

The motherboard form factor indicates a motherboard shipped without a CPU (Central Processing Unit) or DRAM (Dynamic Random Access Memory) module.

Half System

Half system includes housing, power supply, and FDD (Floppy Disk Drive), and do not contain a motherboard.

Barebones

The barebones form factor indicates motherboards that are delivered in a case, contain a switching power supply, and include a FDD and an optional optical disk drive. Barebones do not have a CPU, a DRAM module, or add-on cards.

Full System

Full system indicates products that, in addition to barebones specifications, are also shipped with a CPU, a DRAM module, add-on card(s), and an HDD (Hard Disk Drive). A full system does not include peripherals.

Business Types

OEM

The OEM (Original Equipment Manufacturing) business model entails carrying out product manufacturing or assembly according to specifications supplied by the customer. The OEM business model emphasizes production efficiency; thus, in order to lower costs, customers outsource manufacturing to OEM providers. This cooperation forms a division of labor among design, manufacturing, and sales.

ODM

The ODM (Original Design Manufacturing) business model entails undertaking product design and manufacturing, but not direct retail sales or brand promotion. ODM providers either collaborate with customers on product specifications or independently design products according to customer specifications; the ODM provider then receives manufacturing orders upon customer approval. The ODM model links the sales capabilities of the ODM customer and the design and manufacturing capabilities of the ODM provider, developing a cooperative division of labor throughout the product's value chain.

Glossary of Terms

ASP		Average Selling Price
CPU		Central Processing Unit
DRAM		Dynamic Random Access Memory
EMS		Electronics Manufacturing Service
FDD		Floppy Disk Drive
IC		Integrated Circuit
ODM		Original Design Manufacturer
OEM		Original Equipment Manufacturer
PCI		Peripheral Component Interconnect
SI		System Integrator

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