Netbooks has in a way acted as a catalyst in taking the notebook format to the masses. And Taiwan is seeing extraordinary growth with this form of PC. Digitimes reports that nebooks have a 40% market share in portable computers in the first three quarters of 2009 in Taiwan compared to the global average of 20%.
The effect of low ticket size of the netbook would certainly reflect in the bottom-line of PC makers, but the alternative revenue model with 3G powered netbooks sold a monthly subscription might help bring in some more revenues. Surprisingly in markets like India and China the adoption is low with approx share of 16% (and less than 10% in Q3). I would normally expect India and China to sell more of these netbook which is targeted at the masses. Probably the difference of just around INR 5000 ($100) between a good netbook and a entry level explains the situation. Throwing the Google Chrome OS in the mix and many new models coming in 2010, the netbook space would be interesting to watch!
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