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标题全称：Computex ’12: A Win-Win situation?
    发布报告的机构名称：  UBS
   报告发布时间：2012.06.11
   报告页数：21页
   报告的文件格式：pdf
   报告大小：531kB
   
报告简介或目录：

Computex ’12: A Win-Win situation?
  
„  Input: company visits and “hands on” devices experience at Computex
Key focus was the nearing release of Windows 8/NT and propagation of ultrabook
PCs.  The  range  of  devices  was  somewhat  dazzling,  a  good  thing  for  the  overall
TAM,  but  at  the  risk  of  perhaps  confusing  the  consumer.  Post  some  temporary
softness in late 2Q/early 3Q, we retain a positive bias on PC demand in 4Q12/’13.
„  Windows 8 vs. Windows RT (ARM): Game is on
We  saw  multiple  Windows  8  devices  on  both  Intel  Ivy  Bridge  and  Clover  Trail.
Those   included   notebook/ultrabook   PCs,   convertible   PCs   (360°   rotation   of
display), transformer tablets (with docking keyboards), tablet PCs and All-In-Ones
with tablets. In addition, we confirm that all three selected ARM-based application
processor vendors had Windows RT demos (and for Nvidia a finished product) up
and  running  –  and  rather  smoothly.  This  leaves  us  more  positive  on  Nvidia
(upgraded to Buy). We continue to expect simultaneous Win8/RT releases.  
„  Intel strengthening its grip on the supply chain
We saw Intel announcing supporting touch panel capacity ramp (for >13 inch), a
good  thing  as  Win8  sans  Touch  is,  to  us,  slightly  inept.  Intel  is  also  pushing
composite (cheaper) casings. Progresses is being made in storage, with 7mm hard
disk drives (with dual SSD or embedded NAND flash) ramping up.  
„  Output: Neutral on Asia Tech and Global Semis  
Most  Preferreds:  ARM,  Broadcom,  Catcher,  Hynix,  Intel,  Lenovo,  Micron,
Qualcomm,  Quanta,  Samsung,  Skyworks,  Synnex.  Least  Preferreds:  Compal
Elect.,  Diodes,  HTC,  Imagination,  Intersil,  International  Rectifier,  Largan,  SPIL,
Simplo, Sigma.