Implications of the Strategic Alliance between Intel and TSMC

Abstract

The rural PC subsidy program in China can provide a stimulus for the PC market in 2009, and vendors from China and other countries are participating in the program to take advantage of market opportunities in China' s rural areas. This report will analyze the current status and impact of the rural PC program in China, including winning bidders by province and the products which will be offered to rural consumers. The report also examines the characteristics of smaller cities and rural areas in China and looks at market development strategies which can be used in these regions

Table of Contents

• 1. Intel and TSMC Announce Strategic Alliance
  • 1.1 Cooperation to Expand Atom SoC Market
• 2. Strategic Implications of the Intel-TSMC Alliance
  • 2.1 Vendors from the ARM Camp Aggressively Enter the Netbook PC Market
  • 2.2 Atom Is Newcomer in Non-PC Application Markets
  • 2.3 Provide Customized Products and Expand Client Base through TSMC Platform
  • 2.4 Outsourcing Reduces Management Complexity and Increases Capacity Flexibility
• MIC Perspective
• Appendix

List of Topics

• Content of the MoU signed by Intel and TSMC in March 2009 and strategic implications of this cooperation.
• Key factors related to the new cooperation between Intel and TSMC, including competition from the ARM camp in the netbook PC market, Atom' s role in non-PC application markets including a comparison of different application processors, and customization efforts.
• Companies and organizations analyzed or mentioned in the report include: Asus, Freescale, Google, Intel, Nokia, Nvidia, Qualcomm, ST-NXP, TI, TSMC

List of Tables

• Table 1. Originally Non-PC CPU Vendors Which Have Recently Announced Their Entry into Netbook PC Market
• Table 2. Comparison of Application Processors for MID and Smartphone Products