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published in(发表于) 2016/6/3 9:42:15
PC industry depression, Taipei computer show is no longer

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PC industry depression, Taipei computer show anymore-Taipei computer show, Computex 2016-IT information

In June, Taipei's highest temperature has reached 38 ° c, in such hot weather, "the Taipei computer show" has been going on for several days. In Taipei, pink everywhere show publicity banners, Taiwan's mainstream media have also spare no effort to publicize this once popular feasts of the PC industry.

Even if the entire Taipei still the computer show was full of enthusiasm and confidence, but from the practical standpoint, this has been difficult to harvest, like in previous years, the exhibition results.

ASUS products experience areas are still hopping, this company is Taiwan PC peak the most representative business. However viewers on Asus proud PC products are not too interested in, but soon turned his attention to the Asus has just launched the flagship phones "ZenFone 3", and the newly developed VR gaming experience.

Just across from the ASUS booth, Taiwan PC giant Acer's situation is very similar. On the computer, phone booth, leaving only a few young "Showgirl" demonstrate, more senior instructors was stationed at the Internet booth, cloud services, even Acer, the employees themselves, not much interest to introduce PC highlights of new products.

BenQ (BENQ) can be considered Taiwan PC industry-one of the stars, but in the company's booth, has no trace of the PC, commercial office equipment instead, projectors, monitors, and so on. Companies in the PC industry are more interested, including elite, MSI, gigabyte and other used PC motherboard manufacturers, products such as in VR games trying to win attention.

"The Taipei computer show" once United States consumer electronics exhibition, Spain Barcelona fair and called the three science and technology exhibition in the world.

However, with the depression of the PC industry, the Taipei computer show influence from bad to worse.

Taiwan information Institute data shows, in Taiwan during the PC industry's most powerful, Taiwan island enterprises accounted for 89% of the global notebook production, desktop 46%.

Due to strong semiconductor industry chain, Taiwan gave birth to a number of influential technology companies around the world. With Intel and Microsoft, the leading global PC architecture, traditional brands such as Acer, ASUS product quickly went global. While the upstream industry chain, including he Shuo, Quanta, Foxconn and other OEM manufacturers became Taiwan manufacturing backbone. In addition, the semiconductor company TSMC and mediatek have benefited Taiwan's hardware environment, increasingly powerful in recent years.

But the PC market is already an indisputable fact that the impact of the mobile device.

Two major market research companies Gartner and IDC reported one after another, in 2016, global PC shipments tumbled in the first quarter. IDC statistics first quarter PC shipments fell 11.5%,PC market has declined for the sixth consecutive quarter.

In 2015, the ASUS revenues 472.28 billion new Taiwan dollars (about 93.37 billion yuan), down 1.07%. Notebook, ASUS shipped a total of 19.3 million last year, less than 20.3 million units of 2014. In 2015, Acer laptop sales performance is quite bad, shipments slump 16.6%, market share is only 8.9%, was relegated to sixth place in the world.

A head of ODM company in Shenzhen had reporters on the interface, climax as the PC industry has passed, Intel and Microsoft, competition from other device must also be added, but then lost PC years of Taiwan industrial chain is flexible enough and therefore failed to catch up with the outlet of the mobile phone industry. "Companies such as ASUS, Acer, launch a product if the cycle takes six months to a year, required after project approval, devices such as research and development programs, however the market boom may already be past. ”

In 2015, Taiwan GDP to 3.16 trillion yuan, the growth was only 0.85%, electronics industry, including the PC industry recession are Taiwan one of the most important reasons for the slow economic growth.

Change seems to be the entire Taiwan PC industry as a whole number. Asus has claimed on many occasions, will shift its focus to mobile devices, Acer is also actively developing enterprise software and cloud services business, gigabyte launched a few days ago, the exhibition of combined solutions.

It is clear that once the giant Intel also hopes that new competition in the processor of the device for dominance and let Taiwan's renewed vigor the entire industry chain, after all, a few years ago, Intel's most prosperous period, Taiwan gathered the majority of Intel customers.

According to Intel's practices in the field of PC, launched 2-in-1 vertical niche products such as notebooks, gaming, at the COMPUTEX Taipei show, Intel launched what was called the most powerful desktop processors to date? core I7 extreme Edition. Intel believes that this is the PC business commitments kept launch new products every year, and manufacturers, including Asus will follow Intel's pace, continuing to upgrade segments of the PC products.

Beyond the PC, Intel and Taiwan companies focused on the Internet. Last month, Intel Corporation Chief Executive Branch then introduced the odd company how to drive from a PC company into cloud computing and the firms millions of smart Internet devices, but this same policy in Taiwan started.

According to a report from McKinsey's global research center, over the past five years, the number of connected devices grew by 300%, and by 2025, economies of scale from various Internet applications might be more than $ 10 trillion. And global network device has more than 3 billion, after a year that number could surge to more than 20 billion.

"Taiwan all are very positive, hoping to seize the opportunities offered by the Internet of things, technology used in more specialized areas and increase profit through differentiation. "Intel Internet business unit Vice President Joe Jenson said on the interface, after the handheld communication devices, Taiwan IT cooperation partners agreed that the Internet of things is a very important transition point.

On the of things target, Intel launched the fifth generation 11ac MU-MIMO Wi-Fi residential gateway products, trying to have a newcomer role to challenge Cisco, Huawei's residential gateway business. Intel believes that shipments of residential gateway for the next three years is expected to exceed 1 billion. In this project, the Taiwan company Arris, ASUS, are called new ODM manufacturers such as Foxconn.

In the field of transport, announced Intel and Taiwan Chunghwa Telecom and shengjie photoelectric cooperate through Internet of low-cost Intel Atom X3 processor (previously known as SoFIA), developing Internet automotive information service.

In addition, during the computer fair in Taipei, Intel announced that it signed an agreement with Foxconn, cooperative development 5G network infrastructure technologies, as Intel 5G technology will greatly enhance the efficiency of combined transport.


PC产业消沉,台北电脑展风光不再 - 台北电脑展,Computex 2016 - IT资讯

6月份,台北的最高温度已经达到了38℃,在这样炙热的天气里,“台北电脑展”已经进行数日。走在台北市区,到处可见粉红色的展会宣传锦旗,台湾的主流媒体们也都在不遗余力宣传着这场曾经红极一时的PC行业的盛宴。

即便整个台北依旧对这次电脑展充满了热情和信心,但从实际情况来看,这场展会已经很难再收获像往年一样的效果。

华硕产品体验区依旧门庭若市,这家公司也是台湾PC巅峰时期最具代表性的企业。然而观众们已经对华硕引以为傲的PC产品并不太感兴趣,反而把注意力转移到了华硕刚刚推出不久的旗舰手机“ZenFone 3”,以及新开发出的VR游戏体验区。

就在华硕展台的对面,台湾另外一家PC巨头宏碁的情况也很类似。在电脑、手机产品展位上,只留了几个年轻的“Showgirl”进行演示,更多的资深讲解员被派驻在了物联网、云服务的展位,甚至连宏碁员工本身,也没有太多的兴趣去介绍PC类新产品的亮点。

明基(BENQ)也算是台湾PC业界的明星之一,但在这家公司的展台上,已经没有了PC的踪影,取而代之的是投影仪、显示器、商用办公设备等。PC产业链上的公司则更加无人问津,包括精英、微星、技嘉等曾经的PC主板厂商,都在利用VR游戏等产品努力博得眼球。

“台北电脑展”曾经和美国消费电子展、西班牙巴塞罗那通信展并称为世界三大科技展会。

然而随着PC产业的消沉,台北电脑展的影响力也每况愈下。

台湾产业情报研究所曾经提供的数据显示,在台湾PC产业最强盛的时期,台湾岛内的企业约占全球笔记本产量的89%,台式机的46%。

由于强大的半导体产业链,台湾孕育出了一批在全球都富有影响力的科技公司。借助英特尔和微软主导的全球PC框架,传统的品牌宏碁、华硕等公司产品迅速走向了全球。同时在产业链上游,包括和硕、广达、富士康等代工厂商也成为了台湾制造业的中坚力量。除此之外,半导体公司台积电和联发科也受益于台湾的硬件环境,在这几年日益强大。

但PC市场遭遇移动设备的冲击已经是不争的事实。

两大市场调研机构Gartner和IDC相继发布报告称,2016年,第一季度全球PC出货量同比出现暴跌。IDC统计第一季度PC出货量同比下滑了11.5%,PC市场已经连续第六个季度出现下滑。

2015年,华硕营收4722.8亿元新台币(约合933.7亿元人民币),同比下降1.07%。笔记本方面,华硕去年总共出货了1930万台,也不及2014年的2030万台。宏碁在2015年笔记本电脑的销售业绩情况也颇为糟糕,出货量大幅衰退16.6%,市场份额仅有8.9%,退居到了全球第六名。

深圳一位ODM公司的负责人曾经对界面新闻记者说,由于PC行业高潮已经过了,英特尔和微软也必须加入到其他设备的竞争当中,但这时候沉浸PC多年的台湾产业链就显得不够灵活,因此也没能赶上手机产业的风口。“比如华硕、宏碁这样的公司,如果推出一个产品需要半年到一年的周期,需要历经立项、审批、器件研发等多个程序,然而市场热潮可能早已过去。”

2015年,台湾GDP为3.16万亿人民币,增长率仅为0.85%,包括PC产业在内的电子产业衰退是导致台湾经济增速缓慢的重要原因之一。

求变似乎已经成为整个台湾PC产业的整体口号。华硕已经在多个场合宣称,要将其业务重心转向移动设备,宏碁也正积极拓展企业软件和云服务业务,技嘉也在几天前的展会上推出了物联设备解决方案。

很显然,曾经的巨头英特尔也希望通过新型设备的处理器竞争中获得主导优势,并让台湾的整个产业链重唤生机,毕竟几年前在英特尔最为鼎盛的时期,台湾聚集了英特尔的绝大多数客户。

按照英特尔的做法,在PC领域,推出针对2合1笔记本、游戏等垂直细分领域的产品,在台北电脑展上,英特尔推出了被称为迄今为最强大的台式机处理器?酷睿i7至尊版。英特尔认为这是PC业务信守每年推出新品的承诺,而包括华硕在内的厂商也将跟随英特尔的节奏,持续升级细分领域的PC产品。

PC之外,英特尔和台湾公司合作的重心放在了物联网。上个月,英特尔公司首席执行官科再奇介绍了公司如何从一家PC公司转型成为驱动云计算以及数以亿台智能互联计算设备的公司,而这个策略也同样在台湾开始执行。

麦肯锡全球研究中心的一项报告显示,在过去五年里,互联设备的数量增长了300%,并预计到2025年,各种物联网应用带来的经济规模可能会超过10万亿美元。而目前全球连网装置也已超过30亿个,一年之后这个数字可能暴增到200亿以上。

“台湾所有的公司都非常积极,希望能抓住物联网带来的机会,将技术应用于更加专业的领域,并通过差异化优势增加利润。”英特尔物联网事业部副总裁Joe Jenson对界面新闻记者说,在手持通信设备之后,台湾IT领域的合作伙伴认为物联网是一个非常重要的转型切入点。

针对物联网的目标,英特尔推出了第五代11ac MU-MIMO Wi-Fi家用网关系列产品,试图以一个新来者的角色,挑战思科、华为的家庭网关业务。英特尔认为住宅网关未来三年的出货量预计将超过十亿个。在这个项目上,台湾公司Arris、华硕、富士康等均称为新一批的ODM厂商。

在交通运输领域,英特尔宣布与台湾中华电信和胜捷光电开展合作,利用针对物联网的低成本英特尔凌动x3处理器(之前被称为SoFIA),开发互联车载信息服务。

除此之外,在台北电脑展期间,英特尔宣布与富士康签署一份协议,合作开发5G的网络基础架构技术,因为英特尔认为5G技术将大大增强物联传输的效率。






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