Table of Contents

• Executive Summary
  
• Methodology
  
  • Intel Model
    
    • Manufacturing
      
    • Unit Shipments
      
    • Pricing
      
  • Caveats and Uncertainties
    
• Introduction
  
  • Intel’s Processor Segmentation
    
  • Computing Market Segmentation
    
• Mobile Computing Market
  
  • Mobile Market Segmentation
    
  • The Effect of Wi-Fi
    
  • WiMAX on The Horizon
    
• Intel Processor Technology
  
  • Recent Mobile Processors
    
  • Pentium III Family
    
    • Coppermine
      
      • SSE
        
      • SpeedStep
        
    • Tualatin
      
  • Pentium 4 Family
    
    • Williamette
      
    • Northwood
      
      • Mobile Pentium 4-M vs. mobile Pentium 4
        
    • NorthwoodX
      
    • Prescott
      
  • Timna Family
    
  • Pentium M Family
    
    • Banias
      
    • Dothan
      
    • Dual-core Dothan
      
    • Celeron M
      
    • Low-voltage and Ultra Low-Voltage
      
  • Technology Trends
    
    • Packaging
      
    • Power Dissipation
      
    • Die Proliferation
      
  • Marketing Trends
• Processor Roadmaps
  
  • Mobile Performance
    
  • Value Mobile
    
  • Low Voltage Processors
    
• Mobile Chipsets Roadmaps
  
  • Hub Architecture
    
  • New Interfaces
    
  • DRAM Choices
    
  • Integrated Graphics
    
  • Current Mobile Chipsets
    
  • Mobile 852 Chipset Family
    
  • Mobile 855 Chipset Family
    
  • Mobile 915 Express Chipset Family (Alviso
    
  • Future Chipsets
    
• Market Outlook
  
  • Intel Processor Pricing
    
    • Price Environment
      
    • Scheduling Price Moves
      
    • Performance Mobile Processors
      
    • Mobile Celeron Processors
      
    • Pricing for LV/ULV Processors
      
    • ASPs for Mobile Processors
      
  • Mobile Unit Shipments
    
    • Performance Mobile Processor Unit Shipments
      
    • Mobile Celeron Processor Unit Shipments
      
    • LV/ULV Processor Unit Shipments
      
    • Annual Mobile Unit Shipments
      
  • Mobile Processor Revenue
    
    • Performance Mobile Processor Revenue
      
    • Mobile Celeron Processor Revenue
      
    • LV/ULV Processor Revenue
      
    • Annual Mobile Processor Revenue
      
• Key Challenges for Intel
  
  • Desktop vs. Mobile Performance
    
  • Brand Dilution
    
  • x86 Competition
    
• Summary
  

List of Tables

• Table 1. Annual ASP for all Intel Mobile Processors
  
• Table 2. Product Cross-reference from Codenames to Process Generation and Marketing Names
  
• Table 3. Summary of Current and Future Intel processors
  
• Table 4. Mobile 852 Chipset Family
  
• Table 5. Mobile 855 Chipset Family
  
• Table 6. Annual PC forecast by platform (units in millions)
  
• Table 7. Performance Mobile Processor Pricing
  
• Table 8. Mobile Celeron Processor Pricing
  
• Table 9. LV/ULV Processor Pricing

List of Figures

• Figure 1. Annual Revenue ($ in millions) and Unit (in millions) of Intel Mobile
  Processors
  
• Figure 2. Intel Processor Segmentation
  
• Figure 3. Computing Market Segmentation Relative to Processor Segmentation
  
• Figure 4. Percentage of PC shipments between Desktop and Mobile PCs
  
• Figure 5. Mobile Processor Roadmaps
  
• Figure 6. Roadmap for Mobile Celeron Processors
  
• Figure 7. Roadmap for Low Power (LV) and Ultra Low Power (ULV) Processors
  
• Figure 8. PC Shipments and Adoption of PCI Express (units in millions)
  
• Figure 9. Annual Semiconductor Forecast ($ in millions)
  
• Figure 10. Annual ASPS for Mobile Processor by Category
  
• Figure 11. Quarterly Unit Shipments for Performance Mobile Processors (units in thousands)
  
• Figure 12. Cross over in Unit Shipments from NetBurst Architecture to Pentium M (units in millions)
  
• Figure 13. Average Processor Frequency of Performance Mobile Processor Shipments (frequency in GHz)
  
• Figure 14. Quarterly Unit Shipments for Mobile Celeron Processors (units in thousands)
  
• Figure 16. Quarterly Unit Shipments for Mobile Celeron Processors (units in thousands)
  
• Figure 17. Average Processor Frequency of LV/ULV Processor Shipments (frequency in GHz)
  
• Figure 18. Annual Unit Shipments of Mobile Processors by Category (units in thousands)
  
• Figure 19. Revenue of Performance Mobile Processors ($ in millions)
  
• Figure 20. Revenue of Mobile Celeron Processors ($ in millions)
  
• Figure 21. Revenue of Performance Mobile Processors ($ in millions)
  
• Figure 22. Annual Revenue of Mobile Processors by Category ($ in billions)