CPU Mother Board PCB CPU DRAM CHIP SET DRAM Rambus PC133 ATXMicro ATXBaby ATXFlex ATX 1
2
PC OEM/ODM PC OEM/ODM PC PC ALL-IN-ONE Intel Design For Customer Models IntelPC 1386 386 8081 2486 80Intel 80486 SX CPU 82486 386 82 83 84 3586 85 486 586 486 586 4686 Intel Pentium Pentium133166MMXPRO Pentium ATX Intel 87 686 3
4 19991025 Intel 0.18 Pentium 5 1995 IBM Micro Channel 1 IDC 1998 2002
12.7% BTO Global Logistics 3C ( ) * IDC MIC ITIS 1998/12 2Intel Intel AMDSUPER 7 Intel IDC Intel87 4 76.1% Intel Microsoft 3PC PC IBMNECCompaqDigitalPC 5
6 4 OEM CEM PC PC CEM CEM Gateway Dell OEM CEM OEM CEM PC OEM 1Intel OEM Intel Intel 1995 10-12%Intel PC PC Intel Intel CPU Intel CPU Intel CPU 19971998 Intel 1999 Intel PC 2 PC PC ( ) ( barebone enclosure) OEM PC (global logistics)
7 ( ) ( ) 3Clone OEM 1999 7400 9800 75.9% 1999 500 400 400 Clone OEM 30% OEM 60% Clone OEM MIC 1998 Clone 94.9% Clone Clone OEM 1998 48.7% OEM 4 PC PC logistics 1997 PC CompaqPackard BellAcer IBMHP PC 5 PC 1998 72.5% PC 95% 10 PC 48.7% PC 10 PC Clone PC 10 PC CEM 10PC
1997/2Q 1998/2Q 1997/2Q 1998/2Q 1997/2Q 1998/2Q PC49 51.9 39.5 44.2 25.8 27.7 14.3 10 9 3 31.3 25.7 PC CompaqDellIBMHPPackardbell * DataquestIDC 1 SCI Systems 26 2 Scolectron 20 3 Celestica 11 4 Jabil Circuit 6 5 Flextronics International 15 * Techweb News 6 PC Intel PC 7 IntelAMD XeonK7 HP 8 8
1999 SET TOP BOX NET-PC 9 MIC 88 44 1RambusPC133 Intel Rambus Intel Rambus PC133 Intel 820 Rambus PC133 2ATXFlex ATX ATX Intel 7 ---Flex ATX Flex ATX PC Baby ATX Micro ATX 3Intel All- -One 9
10 Intel WinTel WinTel PC99 133MHz / Rambus Intel 810820 All-In-One SWOT SWOT CEM (Strength) (Weakness) 70% PC PCB PC Intel OEM (Opportunity) (Threat) PC 3C CEM
11 ABCD A OBM B OEM C D PC PC OBM AD OEM C D A B OEM PC C PC MIC
75 286 CompaqFujitsu 25% OEM GIGA-BYTE 1998924 [ ] 1998 100% 100% 99% 100% 99.98% 77.45% 100% 1 Slot 1 Products Slot 2 Products Slot A Products Discontinued Products Socket 370 Products Socket 7 Products CPU Daughter Cards Y2K Cards 2 GA-612 GA-660 GA-620 GA-660 Plus GA-622 GA-GF 2560 GA-630 GA-MG 400 12
GA-650 3 GB-BX2000+I GB-6WMMC7-1-F GB-6WOZ7-C GB-6WOZ7-Y [ ] 43,,,,,, 24, 22,,,,,, 11,,,, 1986/3, 8, 286 1987/8 1991/2 Hamburg, 1991/6 1993/9 INTEL Pentium ( ) 1994/2 INTEL, Neptune Pentium 1995/10 INTEL Orion P6 ( ) 1996/10 INTEL APAC Pentium II ( ) 1997/1 1998/4 INTEL 1998/9 13
1998 1999/1 DualBIOS, 1999/4 3, 86 87 88 6,765,856 11,250,752 14,624,303 652,202 1,292,784 1,633,240 737,374 1,312,432 1,539,402 13.31 11.66 7.94 1 2 GIGABYTE 14
20 2 1 2 3 OBM 1 15
78 INTEL DVD 1999 490 100 [ ] 76.56% 10.24% 6.4% 5.69% [ ] 86 87 88 21,371,617 35,200,098 45,000,006 5,759,410 9,952,632 10,946,102 7,038,367 11,574,950 12,481,147 22.4 14.26 10.9 [ ] 1999 130 100 75 [ ] 35% 31.72% 32.68% 0.62% 2 Clone 3 16
OEM BIOS 1 Compaq 18% 2000 a. (1) (2) 1999 (3) OEM/ODM (4) b. (1) 600 17
18 (2) (3) c. (1) INTEL (2) (3) (4)INTEL INTEL 2 Follower 1 Intel 1998
19 30 40 5 OEM 2 PC on boardon chip CPU 19992 Mini Micro ATX CPU OEM 3 1999 25 3.12 25.16% 80 3 1 Area Area
Area Area 2 (Phoenix) BIOS BIOS Yahoo BIOS PhoenixNet BIOS 400 50 3Intel 82 Intel Pentium Intel Intel 4 5Comments make sense 20
758, Sony Sony, 10.92 857, 85,, 6,140, 8 SMT( )8DIP( )1, 800, 45, OEM, 5, 2, 16SMT OEM 30%Clone 70% [ ] MSI COMPUTER CORP. 100% MYSTAR COMPUTER B.V. 100% MSI COMPUTERMIAMI,INC. 50% MICOR-STAR INTERNATIONAL 100% HONGKONGCO. LTD. MICOR-STAR INTERNATIONAL 100% B.V.I.HOLDING CO. LTD. MSI COMPUTERAUSTRLIAPTY. 100% LTD. [ ] 1 Slot 1 Socket 370/ FC-PGA 21
Slot 2 Socket 7 Slot A 2 (VGA) 3 MS 6214 MS 6204 MS 6209 MS 5204 MS 6207 MS 5203 4CPU MS 6905 Dual MS 6905 Master [ ] 45% 22% 30% 3% 22
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MS 6204MS 6207MS 6209MS 6214MS 5203MS 5204 2IA set top box( ) Net PC( )LCD PC( ) 1999 7 10 IA LCD PC IA ODM 2 3 25
1 OBMCLONE OEM 2 3 4 1 IA 2 3 1 26
2 www.gigabyte.com.tw 3 4 www.msi.com.tw 5 6 7 8 9 10 11 12 13 6970 14 MIC 15 16 27