IBM分析报告英文版(ppt 21页)

PC Competitor Analysis:  IBM
SAMSUNG ELECTRONICS CHINA (SEC China)
OVERVIEW OF COMPETITOR ANALYSIS FRAMEWORK
BACKGROUND INFORMATION
IBM HAS GRADUALLY EXPANDED ITS PRESENCE IN CHINA
BACKGROUND INFORMATION
GLOBALLY, IBM HAS DECIDED TO EXIT PC BUSINESS GRADUALLY IN THE NEXT SEVEN YEARS
IBM KEPT ITS MARKET POSITION IN NOTEBOOK, BUT ITS DESKTOP PC BUSINESS FAILED TO CATCH UP WITH TOTAL MARKET GROWTH
PRODUCT/MARKET
IBM IS RIGIDLY AND AGGRESSIVELY IMPLEMENTING TOTAL SOLUTION AND SERVICE PROVIDER STRATEGY IN PRODUCT OFFERING
IBM IS PARTICULARLY STRONG IN GOVERNMENT AND SMES, BUT WEAK IN HOME AND EDUCATION, THE TYPICAL LOCAL PLAYERS’ TERRITORIES
IBM IS A DOMINANT HIGH-END PLAYER, GRASPING OVER 20% MARKET SHARE OF HIGH-END DESKTOP PC AND OVER 50% OF PRIMIUM NOTEBOOK MARKET
VALUE CHAIN STRATEGY
IBM HAS SET CHINA AS ONE OF KEY BASES IN ITS GLOBAL R&D
IBM WILL NOT FURTHER INVEST IN BUILDING UP PC MANUFACTURING JVS IN CHINA
IBM IS PUSHING TOWARD FLATTENED CHANNEL STRUCTURE AND SECOND AND THIRD TIER CITIES IN GEOGRAPHIC COVERAGE
IBM EMPHASIZES AND FOCUSES ON TOTAL SOLUTION AND SERVICE PROVISION
ORGANIZATION AND OWNERSHIP
IBM FOLLOWS CHINA HEADQUARTER HOLDING P&L RESPONSIBILITY AND CUSTOMER-ORIENTATION PRACTICE
IBM HOLDS THE MAJORITY OF ITS PC MANUFACTURING JV IN CHINA
FINANCIAL PERFORMANCE
IBM’S NOTEBOOK BUSINESS HAS BEEN GROWING VERY FAST, BUT DESKTOP PC HAS BEEN VERY STAGNANT FOR THE PAST THREE YEARS
IBM HAS BEEN GROWING IN REVENUE AND IMPROVING IN NET MARGIN

 

 

GLOBALLY, IBM HAS DECIDED TO EXIT PC BUSINESS GRADUALLY IN THE NEXT SEVEN YEARS
To lead in the creation, development and manufacturing of the industry’s most advanced information technologies, including computer systems, software, networking systems, storage devices and microelectronics
To translate these advanced technologies into value for our customers through our professional solutions and services businesses worldwide
To be no. 1 player globally in information products, solution provider and service provider
Shift product-oriented strategy to industry-oriented development strategy
Define E-commerce as focus of IBM business in China
Position PC as part of EoN (edge of the net) concept instead of a standalone product
Gradually exist* PC business in the next seven years globally by selling it to Dell with Dell's promise to purchase IBM's components in return
Increase revenue by 20%
To be No. 1 globally as a total solution provider and service provider
“Blue V project”
Started global implementation in March, 2001
Targets at NetGens, companies that conduct business mainly on the Internet platform
Provides customers hardware, software, consulting, training, sales and marketing, financing, out-sourcing, and potential partnership opportunities
“Hardware + Software + Service”

 

..............................