Expectations Run High at Computex 2013 Taiwan

Models of Computex 2013 - TaiwanComputex is due to take place in Taipei on June 4-7. Computex is a more PC-centric trade show, and we see several PC peripheral IC design companies that could benefit from the new Intel platform, Ultrabook, and touch-devices:

Expectations are running high from the laggards in the race Intel & Microsoft – Intel is expected to feature Haswell ultrabooks (ranging from the value segment to innovative high-end segment), and Microsoft should emphasize Windows touch experiences across different devices. Thanks to Microsoft’s full support of small screen touch, we believe touch module adoption will be extended to the 11.6” and below segment. Expect Tablet PC to be priced from US$149+, and we are going to see touch NetBook pricing to start from US$399 and ultrabook pricing to start from US$499. (more…)