All companies are eager to end the situation of flat-screen Apple's solo dance is expected to end
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On April 21, Beijing time, Apple released the financial report for the second quarter of fiscal year 2011. In the quarter, Apple achieved revenue of US$24.67 billion, an increase of 83% year-on-year, setting a record high. Among them, revenue from iPad and related products and services was US$2.836 billion.
Apple COO Tim Cook said that users from kindergarten to high school age are usually conservative, and they are all ordering the iPad. This situation makes him very surprised.
Two days ago, an industry conference on tablet computers, China's first tablet summit ended in Beijing. The summit gathered more than 200 companies including Microsoft, Intel, Qualcomm, Lenovo, HP, Dell, Acer, Asus, and Motorola, covering all aspects of the industry chain including systems, chips, terminals, software, and channels.
Analysts believe that the grand occasion of the Tablet PC Summit shows that after seeing Apple’s earnings due to tablet PCs, other companies are raising their hands and fingers to compete for market cakes.
Gartner, a magical market research firm for the tablet, pointed out that in 2011, global tablet spending is expected to increase from $9.6 billion in 2010 to $29.4 billion. In the period up to 2015, related expenditure will increase at an average annual growth rate of 52%. In the recent period, the IT industry has seen an endless stream of activity around tablet PCs. Each of the major players has taken the tablet PC as an important strategy.
On March 28, Lenovo's first tablet PC music tablet was officially launched. In the afternoon of the same day, Lenovo's Pad, which Lenovo cooperated with Hainan Airlines, took off from Beijing and sent a group of passengers specially organized by Lenovo to Shanghai to participate in the celebration of the launch of the music Pad. "Lenovo Music Pad" on the body has a striking "Lenovo Lenovo" "Lenovo Music Pad" words, there are music Pad and a variety of application icon pattern, there are music Pad for free experience for passengers. This flight will carry out one-year daily missions.
In January of this year, Lenovo established the Mobile Internet and Digital Home Business Group, focusing on the development of mobile Internet terminals such as tablets, smart phones, smart TVs, and digital homes. According to Liu Chuanzhi, chairman of the Lenovo Group Board of Directors, the status quo of consumer customers interested in tablet computers is a big direction. If Lenovo holds on to the existing products and fails to timely adjust its strategy, it will be on the road to extinction. Danger.
Massive music Pad marketing publicity shows that the Tablet PC business is an important part of Lenovo's strategy. Acer’s recent high-level personnel changes made people see the impact of tablet PCs on traditional PC companies.
Acer issued a statement on March 31 stating that its president and CEO, Jiang Fanke Ranci, resigned. Acer said that in the future development of the company, Ranci and most of the directors hold different views, and after a few months of communication can not reach a consensus.
When analyzing Lange’s resignation reasons, there are opinions from the outside world that his decision-making mistakes in the field of tablet computers and smart phones led to a major decline in the company’s performance or a major cause.
On April 19, Wang Shengtang, Chairman and CEO of Acer, sent a letter to all employees and announced that he would succeed the former president of the company’s IT product division, Weng Jianren, as the global president.
In the letter, Wang Zhentang wrote: “We are actively and steadily developing the tablet computer and smart phone business. In order to effectively promote the mobile device product business, Acer set up a touch business group because this is a new market opportunity and it is also the company’s The new business and the engine of future growth, we have to focus on operating to enhance results." It is reported that Acer's touch business group consists of tablet PCs and smart phone business, led by Weng Jianren personally.
In the first quarter of this year, Acer’s net profit hit a new low in six years. Earlier, the company predicted that the second-quarter results will be boosted by the launch of tablets.
Tablet PC is going global and Intel can't sit still. Although it put forward the idea of ​​mobile internet early, tablet PC is the representative application of mobile internet. Its processor architecture is dominated by its rival ARM. At the IDF held in Beijing on April 12th, Intel introduced the next generation of Atom processors specifically for tablet PCs and created a brand new tablet ecosystem, hoping to turn the embarrassing situation. Intel CEO Paul Otellini recently said that Android tablets equipped with x86 architecture processors will soon be available for sale.
At present, the tycoons of traditional PCs such as Hewlett-Packard, Dell, Asus, Samsung, and Toshiba have already joined the Tablet PC battle, and the big brothers in the mobile phone industry have a slice of it. Motorola, LG, HTC and RIM’s tablet PC products have recently been unveiled. Open veil.
"Now has entered the stage of 'XPad'. Just like the Spring and Autumn Period and the Warring States Period, every player and every country has an opportunity," said Dong Baoqing, deputy director of the Department of Information and Promotion of the Ministry of Industry and Information Technology.
Who is the main player? Recently, market research companies Gartner and IDC have given the same report: In the first quarter of this year, global PC sales fell for the first time in more than ten months from a year earlier, mainly due to the rise of tablet PCs. Insiders expect that 2011 will be the first year of competition in the tablet PC industry.
Traders do not hide their strong expectations. Acer is one of the companies that clearly stated its goal. Wang Zhentang said that the company hopes to get a 15% to 20% share of the tablet market. Asustek also hopes to become a leader in this industry. The company’s CEO, Shen Zhenlai, predicts that the tablet PC market will become larger and larger and Apple cannot meet the needs of the entire market. Toshiba’s first tablet with naked eye 3D capabilities will be available at the end of June. Masaaki Oosumi, president of the company’s digital product service division, said at the press conference that with this tablet, Toshiba will likely have 10% of the global tablet PC in 2013. Market share.
Goldman Sachs recently released a research report on the tablet PC market. The conclusion is that if other manufacturers' products do not have bright spots, Apple will have 71% market share in 2012.
Since the iPad was launched, the price that is closer to the rest of Apple's products has also helped it win the favor of consumers. Some manufacturers have clearly noticed this, and in the recent launch of tablets, several products are priced lower than the iPad2. However, price competition alone is obviously not enough. Many companies have clearly stated that the way out for competition is to seek innovation and satisfy the user experience. Zhang Yaqin, Microsoft’s senior vice president of global technology, told three “no†to tablet PCs: Tablet PCs are not a flash in the pan; Tablet PCs are not only hardware competition; tablet PCs cannot compete in price.
Some manufacturers of tablet computers have already demonstrated this concept of differentiation. Samsung has thinner products than iPad2. The highlight of the LG tablet is the ability to shoot 3D HD video. Asus EeePad has a "Transformers" model that can be used both as a tablet and a desktop. Lenovo Music Pad will use its localization advantage to dominate emerging markets.
ABI analysis of market research institutions pointed out that although Apple's current position in the tablet PC market is unparalleled, but in the long run, the power in the low-end market may become the advantage of other manufacturers. From the perspective of specific competitors, mobile phone manufacturers may not quickly pose a threat to Apple because they started late. PC makers have a cost advantage, but the platform is a short board. At this stage, Samsung has a variety of different products to siege the iPad, combined with its excellent integration capabilities, there is also a great advantage in terms of cost, the overall view is Apple's relatively strong opponent, but how long does it take to be able to truly compare with Apple? It remains to be seen.