Because of shrinking demand for Atom processors and chipsets due to competition from tablet PCs, Intel's third-quarter 2011 revenues of US$269 million from related products dropped 32% on year, the sources indicated. Due to weak demand, Intel has delayed Cedar Trail-M from September to December, the sources noted.
Despite decreasing global demand for netbooks, there is still room for sales, especially in emerging markets, the sources said.
After Samsung Electronics withdraws from the global netbook market, Asustek Computer and Acer will remain as the only two vendors, the sources indicated. Asustek will unveil 10-inch Cedar-Trial-M models, including Eee PC 1025C and Eee PC 1025CE, in December, the sources noted. Asustek will ship an estimated 4.6-4.8 million netbooks in 2011 and is expected to ship at least 4-4.2 million units in 2012, the sources said. Acer's shipments of netbooks in 2011 and 2012 are approximately the same as Asustek's, the sources added.