Overview / Main Features
The Acer Aspire One D150-1165 is a 10.1-inch netbook featuring an Intel Atom N270 processor running with its companion Intel 945GSE chipset. The D150-1165 represents an evolutionary design improvement of Acer's line of Aspire One netbooks [which began with the Aspire One ZG5 in 2008 that also contained an identical Intel CPU and chipset but also a smaller 8.9 inch display and an anemic 8GB of storage].
The updated Acer netbook is configured with 1GB of RAM in SODIMM module, 160GB traditional HDD storage as well as the ubiquitous Windows XP Home Edition operating system. Additionally, the Acer Aspire One D150 netbook also features 4-in-1 media card reader, full QWERTY keyboard, Synaptics touchpad assembly and Atheros mini PCIe WLAN module that came with the original Aspire One ZG5 model.
Per press releases, first release in 2nd half of 2009.
Pricing - The Acer Aspire One D150-1165 has an MSRP of $349. At the time of writing (Oct. 2009), the 10.1 inch netbook can be purchased for as low at $295 on discount online retailers.
Availability - assumed global
For the purposes of this teardown analysis, we have assumed a lifetime production volume of 5M units.
As a reminder, teardown volume production assumptions are primarily used for our cost analysis in terms of amortized NRE and tooling costs, especially for custom components specific to the model being analyzed (mechanical components especially). Unless assumed volumes are different by an order of magnitude, minor changes in volume (say 1 million vs. 2) rarely have a large net effect on our final analysis because of this.
According to iSuppli compute platform research titled "Low-Cost PCs: A Big Threat or a Small Nuisance, netbooks such as Acer's Aspire will continue to cannibalize the ultra-portable (UMPC) and value-notebook segment of the market. In fact, the low-cost PC category is still an evolving segment in the compute platform but generally regarded as a device costing less than $600 with a display size ranging from 7 to 10.2 inch display. One of the biggest challenges for netbooks is the issue of low-cost software as the minimal cost structure of the device runs up against traditional operating system pricing of Windows. In fact, most of the first generation netbooks opt to run variants of Linux to by pass this thorny issue. The research cites impressive growth rates for the netbook category with a CAGR of 120% from 2008 to 2012,
Main Cost Drivers Representing ~80% of total materials cost
Intel - AU80586GE025D - CPU - Intel Atom N270 1.60GHz, 512KB L2 Cache, 533MHz FSB, 45nm Process
Intel - QG82945GSESLB2R - Northbridge - Graphics & Memory Controller
Intel - NH82801GBMSL8YB - Southbridge - I/O Controller Hub, ICH7-M
Atheros - AR5BXB63 - WLAN Mini PCIe Module Value Line Item - IEEE802.11b/g
Darfon Electronics Corp. - NSK-AJE1D - Keyboard Assembly - Injection Molded Plastic Keys, Mounted on Stamped Metal Backing Plate, w/ Interconnect Flex
Lite-On - PA-1300-04 - AC Adapter - 19V, 1.58A, 30W, w/ 5ft Cord & Velcro Strap
Chimei Optoelectronics - N101L6-L02 - Display Module Value Line Item - 10.1' TFT LED Backlit LCD, 1024x600 (WSVGA), 262K Color, 222.7mm x 125.3mm Viewable Area, 200cd/m^2, 500:1 Contrast Ratio
Toshiba Storage Device - MK1652GSX - Hard Drive - 160GB, SATA 3Gb/s, 2.5', 5400rpm, 8MB Buffer
Samsung Semiconductor - M470T2864QZ3-CE6 - SODIMM DDR2-667 - 1GB, 1Gb x 8, 1.8V
Sanyo - UM08B32 - Battery Pack - Li-ion, 10.8V, 4400mAh, 48Wh
Gold Circuit Electronics - 6-Layer - FR4
Camera Module Value Line Item - VGA, Fixed Lens
Total BOM Cost $224.08
What Is Not Included in our Cost Analysis
The total materials and manufacturing costs reported in this analysis reflect ONLY the direct materials cost (from component vendors and assorted EMS providers), AND manufacturing with basic test. Not included in this analysis are costs above and beyond the material manufacture of the core device itself - cost of intellectual property, royalties and licensing fees (those not already included into the per component price), software, software loading and test, shipping, logistics marketing and other channel costs including not only EMS provider and the OEM's margin, but that of other resellers. Our cost analysis is meant to focus on those costs incurred in the manufacture of the core device and exceptionally in some circumstances the packaging and literature as well.
OEM/ODM/EMS Relationships / Manufacturing
Based on our understanding, Quanta is likely the ODM for Acer Aspire One line of Netbooks.
Country of Origin / Volume Assumptions
Based on markings, the unit was assembled in China. Furthermore, we have assumed that custom mechanicals (plastics, metals, etc.) were also sourced in low cost regions within China.
Country of origin assumptions relate directly to the associated cost of manufacturing, where calculated by iSuppli. In the cases of 'finished' sub-assemblies (such as display module), we do not calculate internal manufacturing costs, but rather assess the market price of the finished product in which case country of origin assumptions may or may not have a direct effect on pricing.
Remember also that labor rates are applied directly only to hand inserted components and systems in our bill of materials, and although regional assumptions do, these new rates do not have a direct effect on our modeled calculations of placement costs for automated SMD assembly lines. ""Auto" inserted components (such as SMT components) placement costs are calculated by an iSuppli algorithm which allocates a cost per component based on the size and pincount of the device. This calculation is affected by country or region of origin as well.
Design for Manufacturing / Device Complexity
The Acer Aspire One D150-1165 has an overall component count of 1372 (excluding box contents), of which, 1067 components reside in the motherboard assembly and 269 are mechanical in nature. Compared to previous netbooks iSuppli has analyzed, the D150-1165 is noticeably less complex (by 300 to 400 component count) mainly as a by product of using more modular components.
Component counts have a direct bearing on the overall manufacturing cycle times and costs, and also can increase or decrease overall yields and re-work. Our calculations of manufacturing costs factor counts and more qualitative complexities in the design. The cost of manufacturing is also, to some extent, decreased in this case because of assumed labor rate applied for China.
Note that manual labor has a much smaller effect on auto-insertion assembly lines (for the Main PCB, for example), where manufacturing costs are much more capital equipment intensive and driven by these investment costs.
The Acer Aspire One D150-1165 is typical of the other Intel Atom based netbooks currently on the market and littled changed from the original Aspire One netbook. Aside from the larger display and use of more traditional 2.5 inch hard disk drive for storage, the D150-1165 features the Intel 945GSE chipset and Atom N270 central processor. For all practical purposes, the Intel N270 + 945GSE is the de facto reference design for netbooks for well over the past calendar year.
Here is a summary of the major components used in the Acer Aspire One D150-1165 netbook design:
- CPU - Intel Atom Processor N270, 1.6GHz, 512KB L2 Cache, 533MHz, 45nm Process
- Graphics and Memory Controller Hub - Intel - QG82945GSESLB2R
- I/O Controller Hub - Intel - NH82801GBMSL8YB
I/O & Interface
- Embedded Controller - ENE Technology Inc. - KB926QF
- Ethernet Controller - Atheros - AR8114-AL1E
- Audio Codec - Realtek - ALC272X-GR
- Memory Card Reader Controller - Realtek - RTS5159-GR
- Flash - Macronix - MX25L8005M2C-15G (NOR, 8Mb, SPI Interface)
- Clock Generator - Silego - SLG8SP556V
- Display Module - Chimei Optoelectronics - N101L6-L02
- SODIMM - Samsung Semiconductor - M470T2864QZ3-CE6 (DDR2-667, 1GB, 1Gb x 8, 1.8V)
- Hard Drive - Toshiba Storage Device - MK1652GSX (160GB, SATA 3Gb/s, 2.5', 5400rpm, 8MB Buffer)