HUAWEI notebook truth PC profitable only a minor-tamiflu

HUAWEI notebook truth: PC profitable only a minor analysts believe that HUAWEI needed a PC product supply chain coordination, channel development, talent cultivation and brand accumulation reporter Ma Yan recently, the HUAWEI notebook computer to do the news has been released, but HUAWEI terminal yesterday to the "Securities Daily" the reporter’s reply is "no comment on market rumors." However, according to the "Securities Daily" reporter understanding, although recently on HUAWEI into the field of PC news has self hype ingredients, but HUAWEI to do notebook computer this thing is basically determined. In fact, HUAWEI is already producing tablet computers. According to the source to the "Securities Daily" reporter revealed that HUAWEI will be out of the notebook computer is split, open it can be used as a tablet computer. But PC has become a piece of Red Sea, is HUAWEI really going to reach it? The notebook computer market profitable according to market research firm IDC data, in 2015 the global PC shipments fell 10.4% to 276 million 200 thousand units, down 10.4%. IDC expects 2016 PC sales will continue to decline, down about 3.1%. However, it is expected that laptops with detachable keyboards, such as Microsoft’s surfacebook products, can help slow down the downward trend in the PC market, and PC market sales will be able to achieve a positive growth of 1%-2% after being included in these products. PC shipments reduced, means that the PC market has reached a certain degree of saturation, while the PC manufacturers are invariably updated, increasing prices and other ways, in the sales volume does not rise or even decline, long maintained the high profits of enterprises. That is to say, the PC market has formed a benign competitive environment. Wang Yang, director of research at iSuppli China, sees HUAWEI’s involvement in PC as a profitable laptop. In exchange with the Securities Daily reporter, Wang Yang said, "look at Lenovo last year, you know, laptops make more money than mobile phones.". According to Lenovo’s just released third quarter results as of December 31, 2015, the PC group (PCG, including PCs and Windows tablet PCs) had a quarterly revenue of $8 billion, with pre tax profits of $405 million. The total pre tax loss of mobile services group was $30 million. Although the PC market is profitable, but the PC market has formed a benign competitive environment, although the threshold of hardware has been shrinking, the rise of new brands is even more difficult. And black horse frequent mobile phone market is different, PC market pattern is relatively stable, Lenovo, HP, DELL, ASUS, Acer and other entrenched windows market for a long time, even the apple Mac sales continued to rise in recent years, still can not change the existing market structure. HUAWEI wants to replicate the successful path of its mobile phone black horse in the PC market, which has some difficulties. However, perhaps HUAWEI is not too ambitious for the PC market. Wang Yang in.

华为进军笔记本真相:PC有利可图 仅是小打小闹   分析人员认为,华为急需一款PC产品进行供应链磨合、渠道开拓、人才培养和品牌积累   ■本报记者 马 燕   近日,有关华为要做笔记本电脑的消息不断被放出,但华为终端方面昨日给《证券日报》记者的回复是,“不对市场传言作评论。”   不过,据《证券日报》记者了解,虽然最近有关华为进军PC领域的消息有自我炒作的成分,但华为要做笔记本电脑这件事基本是确定的。   其实华为本来就有在生产平板电脑。而据消息人士向《证券日报》记者透露,华为将要出的笔记本电脑是分体式,拆开了可以当平板电脑用。   但PC已成一片红海,华为是真的也要杀入吗?   笔记本电脑市场有利可图   据市调机构IDC的数据,2015年全球PC出货量下滑10.4%至2.762亿台,同比下滑10.4%。IDC预计2016年PC的销量将继续下滑,下滑幅度约3.1%。不过预计可拆卸键盘的笔记本电脑如微软的surfacebook类产品可助减缓PC市场的下滑趋势,计入这类产品后PC市场销量将能实现1%-2%的正增长。   PC出货量的减少,意味着PC市场达到了某种程度的饱和,而各PC厂商却不约而同地通过更新换代提高售价等方式,在销量不涨甚至下降的情况下长久保持了企业的高利润。也就是说,PC市场已经形成了一种良性的竞争环境。   在iSuppli中国研究总监王阳看来,华为涉足PC正是看上了笔记本电脑有利可图。   在与《证券日报》记者交流时,王阳称,看看去年联想的情况就知道,笔记本电脑赚钱比手机多多了。   据联想刚刚发布的截至2015年12月31日的第三季度业绩报告显示,个人电脑集团(PCG,包括个人电脑和Windows平板电脑)的季度营业额达80亿美元,税前利润达4.05亿美元。而移动业务集团的总税前亏损为3000万美元。   补齐产品系列提升品牌形象   不过,虽然PC市场有利可图,但PC市场已经形成了一种良性的竞争环境,虽然硬件上的门槛不断缩小,新品牌的崛起却难上加难。   和黑马频出的手机市场不同,PC市场的格局相对稳定,联想、惠普、戴尔、华硕、宏碁等盘踞windows市场已久,即便是苹果Mac的销量在近几年持续上涨,仍旧未能改变现有的市场格局。   华为想在PC市场复制其手机黑马的成功路径,有一定难度。   不过,或许华为目前对于PC市场并无太大野心。王阳在与《证券日报》记者交流时认为,华为做笔记本,就跟它做手表一样,是效仿苹果一站式的终端体验,从手机、手表、平板到个人电脑,提供全系列产品。   在华为目前的终端布局中,手机、平板、手表等产品已经涉及,唯独缺少笔记本等相应的PC产品。   虽然华为手机业务在2015年达到了新高,出货量超过了1亿台,但面对整个手机市场增速放缓的趋势,其手机业务要在后续几年保持这种高速增长将十分困难。而平板电脑和智能手表业务的营业额也难当“销量出货”大任。1月13日,华为总裁任正非在公司2015年度市场工作会议上表示,华为终端要敢于在5年内超越1000亿美元的销售收入。就目前华为在终端市场上的布局,要达到这个目标补齐笔记本业务是必然之选。   王阳向《证券日报》记者指出,笔记本电脑生产都是找代工,进入成本不高。推出一个酷一点的新产品,继续提高华为在消费者心中的格调,对提升华为的品牌形象是有帮助的。   小打小闹赌一把 难现手机辉煌   但也有分析指出,华为先天性缺少了苹果的系统基因,至少在很长一段时间内,华为很难补齐在各终端无缝连接上的短板。   王阳也认为,华为此次所谓的笔记本电脑不过是小打小闹。   另有分析指出,和其他平板巨头不同,华为在PC业务上的布局几乎为零。从另一个层面说,华为急需一款PC产品进行供应链磨合、渠道开拓、人才培养和品牌积累,当然也是在技术上做一些铺垫。不管PC的最终未来如何,华为都需要赌上一把,相同的是,小米也看到了这一点。   王阳指出,华为做笔记本电脑跟小米没有关系,并不是为了死磕小米。   但不管是小米还是华为,即便推出笔记本电脑产品,也很难在市场销量上延续手机的辉煌。   并且,相比于苹果的一站式体验,三星Galaxy系列的成功似乎更值得华为效仿。华为面向消费者的主营业务仍是手机和平板,通过笔记本产品的发布拉升品牌形象,进而提高手机和平板的品牌溢价,似乎比依靠PC盈利更有价值。相关的主题文章: