PC segment can be self-salvation

The end market in 2010 can be described as "a few happy families." Smartphones and tablets have set off wave after wave in the market, and the development prospects are very gratifying. In contrast, the traditional PC market is less fortunate. Their own diarrhea, eroded emerging terminals, increasingly narrow profit margins ... ... 2010 PC market can be called a cloud of gloom. In the PC market that develops crossroads, where is the future?

The PC market has been plagued by the enthusiasm of smart phones and tablet PCs. Today, the development of the traditional PC market that once bred unlimited business opportunities is difficult to hide. Smartphones and tablet PCs and other mobile terminals are dwarfed by traditional PC products (whether they are desktop or notebook computers) with a highly personalized design, increasingly sophisticated performance, and declining prices. Substitution enhancement, the gradual saturation of the market, the gradual thinning of profits, and many factors have caused the traditional PC market to suffer from the development ceiling and into a dilemma of weak development.

In 2010, facing the decline in the development of the PC market, many research institutions have chosen to lower the PC market growth expectations. For example, Citibank hardware analyst Richard? According to a report published by Richard Gardner, due to the erode of tablet PCs, PC sales growth in 2011 will be reduced from the previously estimated 12% to 9%. Gardner and colleagues estimate that in 2012, tablet PCs will eat into more PC markets. Coincidentally, Gartner also made a similar move by reducing its PC sales forecast by 2% in the second half of 2010. It seems that the industry generally believes that after the PC market began to soften in early 2009, the global PC market may shrink.

“Industry profits are only 5%, and the PC business has basically become a tasteless. The PC business under the Founder Group will undergo restructuring and transformation from the PC manufacturer and distributor to the IT product business distribution and value-added service provider transformation.” After the collection, Fang Zhonghua, chairman of Founder Technology (600601), once said such a thing. In fact, the sluggish PC market has caused many PC giants to feel disappointed, and the rising tablet and smartphone markets have seen them see major business opportunities. As a result, Acer, Dell, Lenovo and other vendors have chosen to transform the mobile Internet as if Founder, and seek future development. PC business is becoming a chicken rib.

Incremental increase in revenue does not increase the predicament of the major research institutions choose to cut the PC market expectations, the public PC manufacturers will choose to make another way to make a living, the plight of the PC market is evident. Despite the frequent push of new products by major manufacturers, the price has been falling all the way, but it still cannot save the overall development of the PC market. Former computer giant Founder is unable to abandon his PC because of market development, and Sharp, who has been involved in the PC business for many years, has also been forced to abandon his personal computer business because of a difficult profit. All kinds of situations have shown that the low-profit era of PC has arrived, and the PC market has already fallen into the predicament of not increasing revenue.

The sales manager of Costco Wholesale's Washington branch found that fewer customers have come to buy personal computers (PCs) in stores since July 2010, which has caused a reduction in the total sales of their PCs. Small effect. This seems to imply that people: The consumption of personal computers in the United States is not as good as before.

Not just the United States, the Chinese market's sales situation is not much better. Although media reports said that China has become the world's second largest PC market, and may replace the United States to become the world's largest PC market. In the relatively weak PC market in 2010, China's PC sales are still expected to reach 65 million units. But in stark contrast to the huge sales, it is the low profits of the Chinese PC market. It is understood that there are almost computer cities in major cities all over the country. In these places, computers that have been assembled from cheap parts, equipment, and pirated software can reach a price of 1,000 yuan per unit. With low prices and splendid sales figures, the situation of the Chinese PC market is quite embarrassing.

Robert Sihela, an analyst at an American investment consulting company, predicts that tablet PC shipments will increase by 226% in 2011. So, what will happen to PCs in 2011? The PC market performance in 2011 was worse than that in 2010. Siheila believes that the growth rate of global PC market shipments in 2011 will drop from 14% in 2010 to about 9%.

Everything seems to be telling people that personal computers, the former market champion, are stepping down in the waves of the market.

Market segmentation seeks a way out The development of the traditional PC market in the doldrums in 2010 has really made many people pessimistic. Some people even think that smart phones and tablet PCs have become the killers of the PC market. Under the internal and external problems, the traditional PC market has been a long-term future. It will be in a desperate situation in the future.

It is undeniable that the PC market has indeed ushered in the crossroads of development. However, just because of poor performance in 2010, it was concluded that the PC market will become a chicken rib and gradually disappear. This argument is too absolute and pessimistic. In fact, the development of the PC market is not without bright spots. Traditional PCs are in many ways still unreplaceable by tablet PCs. For example, in the business sector, this is a tablet PC that cannot be captured in the short term. Taking the Lenovo ThinkPad as an example, it is understood that the ThinkPad Edge has been ranked first in the TBR "Enterprise IT Procurement Behavior and User Satisfaction Survey" five times since its launch. In 2010, the cumulative global sales reached 60 million units. This brilliant report card is enough to make the argument of the perdition of the traditional PC fail to break.

In addition, the current consumer demand for computer products is still in the priority business of taking into account the entertainment situation, from a cost-effective point of view, consumers will be more inclined to notebook computers than flat, not to mention the current listing of tablet computers business capabilities It is too weak, and the performance of entertainment at the price of three to four thousand yuan can not be compared with the same price of laptops. This is particularly true in the domestic market, where consumers have lower price-bearing capabilities and wireless networks whose layout is far from satisfactory, coupled with the many imperfections in the performance and application of tablet PCs, have alluded to the point that tablets are certainly It can set off an upsurge, but how long this wave of energy can last, and how much impact it brings, is not certain. The fate of traditional PCs remains survivable.

But in any case, it is an indisputable fact that the PC market suffers from development difficulties. Intel China’s Yang Syoshi once stated in his blog that he believes that in the foreseeable future, PC will continue to play an important role in business and personal life, and its role will be transformed from “the only computing device” to “basic computing device” for users. "Create content" provides basic support. As Yang Syrian said, the future of PC is still very long, but the transformation of development methods is imperative. In the future, subdividing users, cultivating markets, innovative applications, or as a "required course" for traditional PCs to achieve self-redemption.