1. Win8 + Ultrabook 2012NB 2011/12/13 1

2. Win8 - Intel -Ultrabook NB -12 NB - 2

3. Win8= Win7 80% Win 7 Win XP Vista Win 760% Win 7 Vista Mac40% Linux Others20% 2011 20% 4 5 Oct-10 Dec-10 Oct-11 Apr-10 Jun-10 Feb-11 Apr-11 Aug-10 Jun-11 Aug-11 Windows 7 XP Windows 8 UI Metro UI 3 StatCounter Dec. 2011

4. Win8 Pad Smart phone100% Windows OS NB 80% 80% (80% Pad ) 5~6%60% Smart phone 40% Pad Windows8 5% Smart phone20% Smart phone Pad 0% Pad Smart MS ios(Apple) Android(Linux) phone Windows8 ARM Metro Windows 7 Metro UEFI Windows 7 40% Metro Windows UI Windows 8 Windows 7 4 IDC Dec. 2011

5. Smartphone Office IE Office Net Applications Jun. 2011 IE Google Chrome 5 -Office 8 Smart phoneWin 8 Dec. 2011 5

6. Smartphone Win8100.0% HP Dell80.0% Win 8 Android Win8 60.0% iOS Others40.0% RIM (ZNX)20.0% Microsoft 0.0% 2010 2011 2012 2013 2014 2015 Dec. 2011 60.0% Android Nokia Symbian50.0% iOS Win 8 hTC 40.0% RIM Microsoft30.0% BADA20.0% LIMO Foundation10.0% WebOS Others 0.0% MeeGo 2008 2009 2010 2011 2012 2013 2014 2015 Palm OS 6 Gartner Dec. 2011

7. Win8 - Intel -Ultrabook NB -12 NB - 7

8. MacBook Air Apple Dec. 2011 8

9. NB NB NB 100% 0.25 0.25 0.22 80% 0.42 0.55 60% Mac book Pro 0.63 0.28 0 Mac book 40% 0.7 0.7 Air 20% 0.45 0.3 0.15 0% 0.05 0.05 2008 2009 2010 2011 f 2012 f 20000 10% 8% 15000 6% 10000 4% 5000 2% 0 0% 2008 2009 2010 2011F 2012F 9 Dec. 2011

10. CPU 32 24% SSD 64~128GB 23% 4GB DDR3 5% 10% 2% 1% Polymer 7% LED 6% 14% 5% IC. 5% 100% Dec. 2011 10

11. MacBook Air 1 1 Air NB 50% 40% 20% 30% Mac book 9% 6% 11 20% 6% 0% 10% 19% 0% 5% 15% 0% 3% 5% 0% 2009 2010 2011 f 2012 f Dec. 2011 Macbook Air NB 3% 2010 2011 Air 2 11 2 1 11

12. Ultrabook 2012 1250,000 35% 220,500 33% 210,000 200,000 30%200,000 190,114 25%150,000 20%100,000 15% 13% 73,248 10% 50,000 26,915 5% 2,000 3,800 1% 2% 0 0% 2010 2011(e) 2012(f) 2013(f) 6 NB ( ) NB ( ) Dec. 2011 2012 NB NB 13% Air NB 30% NB 10% 2012 NB 72% 12

13. Win8 - Intel -Ultrabook NB -12 NB - 13

14. Ultrabook Win8 2H12 NB NB 2 Ultrabook 2Q12 Windows8 3Q12 NB NB 50% 40% 30% 20% 10% 0% 2010Q1 2010Q2 2010Q3 2010Q4 2011Q1 2011Q2 2011Q3 2011Q4(f) 2012Q1(f) 2012Q2(f) 2012Q3(f) 2012Q4(f) -10% Dec.2011 14

15. Android+Win8 Non-Apple 100 90 +100% +54% 80 +30% 70 60 50 40 30 20 10 68% 32% 58% 42% 95% 5% 0 2010 2011F 2012F iPad Non iPad Android 3 2010 17.7% iOS 15.4% 2011Non-Apple 1800 Apple 3900 2012 Android 4.0 Win8 3400 Apple 5100 Dec. 2011 15

16. 11 12 NB+ ( ) 250000 35% iPad 30%200000 25%150000 20% 15%100000 10% 5% 50000 0% 0 -5% 2003 2004 2005 2006 2007 2008 2009 2010 2011(F) 2012(F) NB NB+ NBYoY NB+ YoY Dec. 2011 16

17. Win8 - Intel -Ultrabook NB -12 NB - 17

18. Pad or Netbook ?Win8 18 Dec.2011

19. NB 2008 ACER ASUS 2009ASUS 2010 1.4 HP 1.2 Acer 1 Dell 0.8 Toshiba 0.6 Lenovo 0.4 Apple 0.2 Fujitsu/Siemens 0 2004 2005 2006 2007 2008 2009 2010 2011F 2012F ASUS -0.2 Sony -0.4 IDC Dec.2011 19

20. NB NB Dec. 2011 NB 0.8 (20mm) (18mm) Air NB Air 20

21. 200015001000500 0 2010 2011e 2012f 2013f 2014f 2015f Polymer Cell Polymer Cell NB NB 4 NB 6 NB 4400mAh~4800mAh 6000mAh NB 21 IEK Oct. 2011

22. NB NB A IMF IMR X X X X X X X X X X X X X X X X X X MIC Dec. 2011 22

23. Win8 USB 3.0 Windows 8 USB 3.0 Windows 7 USB 3.0 (Driver) Windows 8 USB 3.0 USB 3.0 Microsoft 2015 USB 3.0 Engadget Dec. 2011 23

24. 2012USB 3.0 SSD 20092014USB 3.0 SSD NB IDC Oct. 2011Ultrabook Macbook air SSD HDD SSD 2012SSD NB 17%2011NB USB 3.0 Thunderbolt USB 3.0 2012USB 3.0 NB 35% 24

25. Win8 Ultrabook Win8 PC BIOS UEFI TPK DT AIO NB ODM SSD USB 3.0 PCB Dec. 2011 25

26. 26