subject: Lan Yu: Bred The World's Leading Pc Maker In China - Lenovo, Pc Forum - Network Appliance [print this page] Title: Synergistic opportunities beyond the PC industry in 2007 China Development Forum
Time: September 12, 2007 Location: Sofitel Galaxy Nanjing Hotel Respectable total Zhang, Sun Zong, and distinguished guests, Good afternoon!
Very honored to be able to participate in this Forum PC industry, and partner with you and colleagues for "the development of China's PC industry's future opportunities and challenges will be faced with a" common share.
20 years as China's economy to sustained steady and rapid development, China has become second only to the United States outside the world's second largest PC market. According to IDC forecasts, the overall PC market in China in 2007 nearly 30 million units of capacity, and the next 3-5 years to maintain growth of around 25%. China has become the most important global PC market growth engine. I think that in the next few years the tide of the Chinese PC industry, there are three important trends worthy of our attention, I summarized as "an effect, the two segments, the three growth."
"An effect" refers to the scale. As we all know, PC industry is scale industry, fixed investment is very large, such as the cost of a notebook mold may reach millions of dollars, if not enough sales share of these costs, manufacturers will be difficult to profit survival; the same time, PC parts and components procurement the size of the purchase price is also very sensitive. All decisions of the PC industry can only be a giant among people sooner or later the game. As the PC industry as a whole chain of increasingly shrinking profit margins, and from desktop to notebook consumer movement, this effect will become more evident. Small firms will be increasingly difficult to survive, horizontal integration will be the inevitable trend of the industry.
"Two segments" refers to the product segments and channel segments. As we all know, our country vast land, the market in depth. Different levels of economic development regions, different levels of the market, different ages, different occupations, different income levels, and even different sub-cultural circle of customers, their products for the PC is consumer demand and preferences vary widely. This difference is absolutely not just use "high-middle and low profile" can be summed up more of the design, function allocation, taste and grade, after-sales service, purchasing habits, etc. all the difference. I have many times to Europe and the United States, Japan and many other countries to study their market, but looking back, or feel like we extent the Chinese market is the largest internal differences. Such a market on the one hand, the PC manufacturers to cost control, design standards, operational capability and so have challenges, but on the other hand, such as Lenovo has also been given to profound grasp of the Chinese consumer demand, respond quickly to market vendors provide more opportunities, I can assert, PC products, at least in China, this market will not, as some manufacturers claimed, will be more homogeneous; the contrary, only more diverse more and more personalized.
Different customers with different purchasing habits, and different levels of economic development regions, but also determines the PC industry in China is a breakdown of access, diversification of the forms. However, in Europe and the United States and Japanese markets, 3C home appliance chain has become a channel for the main force, almost all concentrated in computer sales this 3C Suning Appliance Chain, with the last two years Suning Appliance products for the PC attention and rapid growth to Lenovo believe that in the future of time, PC main channel sales will gradually from the current "hundred schools contend", "flowering" mode of multiple formats and gradually transfer to the home appliance retail outlets, and consumer shopping habits will gradually shift to Suning KTV to!
I believe that Lenovo is the world's first realized that the "two segments" of the PC manufacturers. Lenovo back in 2004 proposed the "dual mode" change, the purpose is to effectively organize the enterprise value chain, to most efficiently meet the medium-sized customers and consumer, SOHO customer demand for products and these two fundamentally different purchasing habits customer needs. Lenovo inside a metaphor, is also out there by taxi, and also take a bus to. Lenovo's business has two types of customers want to do, so we must learn to open on the bus, we must learn to open the taxi.
