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published in(发表于) 2016/8/2 10:55:50
PC market fell, Huawei, millet began to play laptop? ,

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PC market, Huawei, millet began to play laptop? -Millet, Huawei, Huawei Matebook-IT information

During a mobile phone for the company's main business conference site, calls are running so high on notebook new notebook officially launched – finally millet millet Air.

But millet notebook new products on the market there is still a large problem: under the background of why the decline in the PC market, such as millet, Huawei mobile enterprise also have flocked to the market?

PC decline is an indisputable fact that

Although Huawei, millet continued into the PC market this year, but the PC market is an indisputable fact.

According to a recent Gartner statistics, worldwide PC shipments in the second quarter of this year is expected to decline to 5.2%, to 64.3 million units, falling for the seventh consecutive quarter.

Data from another IDC statistics institution, global PC shipments in the second quarter of this year fell by 4.5%, from 62.4 million units.

Even in fiscal 2015, PC industry leader Lenovo PC sales fell by 6% to 56 million.

Apple's Mac computers also did not remain in the most recent earnings growth--4.252 million Mac sold in the third quarter, fell to 11%.

Huawei consumer BG services Yu has also said, "at present, Huawei Matebook has entered more than 10 countries around the world, sales are not big enough, but consumer word of mouth experience better. ”

From the shipment data context, motives of millet into the notebook market is worth considering.

Millet laptops have different?

Point is, millet today launched notebook seems to be no different.

From the caliber of millet official propaganda, this position is a high performance and lightweight notebook. But high performance, light, and heat dissipation are notebook products the three check points, where to put a question mark, really got to look at.

But it also is a processor from the Intel system from Microsoft Windows10, beautiful polished "ChromeBook" on the MacBook Air is the subject of the press conference, competing products, but in fact may be Lenovo's small new Air computer.

It's not even a very popular nowadays in one PC. But it's worth it--is most certainly taken together the design, the hardware configuration as well as millet notebooks in the market and the price is valid, focused on people.

Millet, Huawei, why continue to go into this business?

Lei himself explained, "why rice has called millet notebook? I think there must be some requirements have not been met, there is not perfect enough. ”

Five months ago, when Yu first took out MateBook in the MWC 2016 is saying, "Huawei wants to launch portable idea a number of years, completely without notebook Office, and at present the market traditional notebook experience poor, poor endurance, which let us finally take a big step forward. ”

Huawei is MateBook brand with mobile phones linked to explore possibilities of brand-driven sales. Before Lenovo Vice President Wei Jianglei read "Huawei telecommunications skills, relying on mobile phones global retail network and system integration of sales into the notebook market, and low cut mode field. ”

Millet has loudly said to do "new Chinese", the Chinese version of "free good" and that millet chain brand "m" set up can see know one or two.

Millet, notebook category joined meters owned by large, medium and small product (in fact, there is a "m" company exists), notebooks help millet extend products chain, millet is also injecting new way to make money this way.

There may be more profitable models can speculate: sale of notebook products profit from its mode of cooperation in the ecological chain into providing distribution channels.

But this is just millet a small range of test action, millet in the mobile phone market, has taken a more aggressive offensive strategy--millet in the mobile space with competing products, a number of manufacturers such as Meizu "positive".

Instead, millet not to label any domestic manufacturers at a presentation ceremony. In accordance with a previous style of millet, Lenovo, Dell, HP, and other traditional PC makers should take out all "hung and beat", which probably proves millet relatively conservative defense strategy.

"The new old PC manufacturers"

In addition, millet, Huawei's ideas and traditional notebook manufacturers is not the same.

"People want to come in, but there is always someone (eliminated) is out. "Lenovo Group Chairman of the Board, Chief Executive Officer Yang yuanqing at a six months ago of media communication that such a Word, obviously they would have been concerned that the PC market is going to come in the new spoiler.

Traditional PC vendors have widely spread network of product line, covering the different user levels to the PC industry and compared their business ideas are not the same, such as Lenovo's business model, they set up two large groups: consumer business and relationship-oriented business.

Last year, General Manager, Vice President of Lenovo, China Tong Fuyao PC Yang yuanqing, and moving on the issue have been face-to-face, "Lenovo should be good initiatives to start, that is, to look for a breakthrough in dual business model, transactional business relationship before business. ”

Relational business is that many consumers buy Lenovo mobile, Tablet, PC, have little relationship with Lenovo, Lenovo is to promote customer relationship with Lenovo. Government and financial industry belongs to the associative relationship between business areas.

SINA Wei Jianglei (former Vice President of legend group), referring to Huawei, millet, and even competitive relationship with Lenovo said that "low margin legend in the past 10 years the domination of strategy and operation management of high level results. ”

Le depending on is met has a has notebook of Vizio, may with small low price, effect Lenovo of core business; Huawei relied on telecommunications of Foundation, by phone established of global retail network and system integrated of sales into notebook market, and low-key of cut more mode field, on Lenovo of pressure in big customer and high-end retail; millet is growth weak has, by Internet marketing of big strategy small technical both, to and Lenovo Rob a rice eat, this Rob rice of, difficult against.

On "grab something to eat", and also consider a background.

Intel had been emphasizing for wave--PC although a declining business, but is still a huge market.

Marketing Agency, there are about 500 million units for at least five years old PC is still in use, this is evidence that this can be a potential new market for old.

United States market research firm Gartner issued a report, 2015 Global PC shipments to 288.7 million units, given the PC category high price, PC market is still a size up to trillions in the market--the market size and the emerging, we adhere to the "sharing economy" market.

Computing entity fetches

Finally, regarding the mobile phone manufacturers entered the field of notebook, may be a "computational entities" fetch problem.

Regardless of the PC, mobile phone and possibility of VR, performance, and portability is driven by hardware change, the "personal computing devices" to define the concept, mobile, Tablet, nature of the same. Phone manufacturers and notebook manufacturers do not have any fundamental difference, they are based on calculations of mobile device manufacturers.

"From hardware and trend transition transition transition ''WiFi to SIM,X86 to ARM,PC Office to Mobile Office' the change slowly, from the perspective of history, flat panel has completed the SIM (via the SIM card into the WAN links), so the notebook of SIM cards is inevitable, laptop ARM may also exist.

For example, Huawei millet into is not a traditional notebook, but the so-called Super. Notebook and Tablet combo, light anytime, anywhere with a network connection is a competitive advantage. Future does not rule out a standard SIM card slot at the same time, also appeared on ARM platforms lighter, less power consumption, but also has enough business-capable device. Trends in the evolution of the notebook product needs are increasingly mobile phones businesses rather than the traditional PC business. ”

Meizu technology Vice President Li Nan said.

Meizu Linan view original from Sina science and technology


PC 市场下滑了,华为、小米又开始玩笔记本了? - 小米,华为,华为Matebook - IT资讯

在一场以手机为公司主业的发布会现场,关于笔记本新品的呼声竟空前高涨——终于小米正式推出了小米笔记本Air。

不过对于小米笔记本新品市场上仍有个大疑问:为什么在PC市场下滑的大背景下,小米、华为等手机企业还要持续涌入这个市场?

PC下滑已是不争事实

尽管华为、小米在今年持续涌入PC市场,但PC市场下滑已经是不争的事实。

最新的Gartner统计数据显示,全球PC出货量在今年第二季度预计同比下滑5.2%,至6430万台,为连续第七个季度出现下滑。

来自另一家IDC统计机构的数据,全球PC出货量在今年第二季度同比下滑4.5%,至6240万台。

甚至在2015财年,PC行业老大联想其PC销量也下跌6%至5600万部。

苹果的Mac电脑在最近一期的财报中也没有保持增长——第三季度售出425.2万台Mac,同比下跌11%。

华为消费者BG业务余承东在近日也表示,“目前华为Matebook已经进入全球十几个国家,销量不够大,但消费者的口碑体验比较好。”

从这样的出货数据背景下,小米进入笔记本市场的动机非常值得推敲。

小米笔记本有什么不同?

重点是,小米今天推出的笔记本似乎也没有什么不同。

小米官方宣传的口径来看,这是一台定位高性能且轻薄的笔记本。但实际上高性能、轻薄以及散热是笔记本产品的三个制衡点,这里先打一个问号,真机到手再看。

不过它同样是这样一台处理器来自英特尔,系统来自微软Windows10,外形打磨的很“ChromeBook”,发布会上对标的是MacBook Air,但实际上竞品可能是联想小新Air的电脑。

它甚至也不是一台时下非常流行的二合一PC。但值得肯定的一点是——综合来看这个设计、这个硬件配置以及这个售价的小米笔记本在市场上是站得住脚的,重点是的确有人想要。

小米、华为为什么还要继续进入这个行业?

雷军自己是这么解释的,“为什么米粉一直呼吁小米做笔记本?我想一定还有些需求没有被满足,还有地方做得不够完美。”

而五个月前在MWC 2016上余承东首次拿出MateBook时是这样说的,“华为想推出笔记本电脑的想法已经有数年,自己完全离不开笔记本办公,而目前市面上传统的笔记本体验太差,续航能力差,这都让我们最终往前迈出一大步。”

华为的做法是将MateBook品牌与手机联动,探求品牌带动销量的可能性。前联想集团副总裁魏江雷这样解读,“华为仗着电信的功底,靠手机建立的全球零售网络和系统集成的销量进入笔记本市场,并且低调的切入多模式领域。”

小米则高调表示要做“新国货”、中国版“无印良品”,这点从小米生态链品牌“米家”的成立也能窥知一二。

对于小米来说,笔记本品类的加入如同米家旗下的大中小产品(实际上就有一家“田米”的公司存在),笔记本帮助小米扩充了产品链,小米也正通过这种方式注入新的盈利方式。

这里边或许有更多的盈利模式可以揣测:售卖笔记本产品实现盈利;从旗下生态链企业中的合作模式中抽成;提供分销渠道。

不过这可能仅仅只是小米小范围的试探动作,因为小米手机市场上采取了更为强势的进攻策略——小米手机领域与魅族等一系列竞品厂商“刚正面”。

反而,小米没有在发布会上对标任何国内厂商。按照此前的小米风格,联想、戴尔、惠普等传统PC厂商都应该通通拿出来“吊打”,这可能侧面证明了小米相对保守的防御策略。

“新旧PC厂商”的思路

另外,小米、华为做笔记本的思路确实与传统厂商不太相同。

“总有人想进来,却总有人都(淘汰)出去了。”联想集团董事局主席、首席执行官杨元庆在半年前的一次媒体沟通会上说了这样一句话,很显然他们早就关注到了PC市场将要进来的新搅局者。

传统PC厂商拥有广泛铺开的产品线网络,覆盖到PC行业的不同用户级别;而从业务思路上对比也不尽相同,比如在联想的业务模式里,他们设立两大集团:消费型业务和关系型业务。

去年联想集团副总裁、中国区总经理童夫尧在PC和移动的问题上曾被杨元庆面授,“联想应该从擅长的举措下手,也就是要在双业务模式上寻找突破,把之前的交易型业务都做成关系型业务。”

关系型业务是指很多消费客户买了联想的手机、平板、电脑之后,就很少在与联想发生关系,而联想就是要促成客户与联想之间的关系。政府、金融等行业客户就属于联想型关系型业务范畴。

新浪魏江雷(前联想集团副总裁)在谈到华为、小米甚至乐视与联想的竞争关系时表示,“低毛利是联想过去10年一统天下的策略和高水平运营管理的结果。”

乐视是碰上了一个有笔记本的Vizio,可能用小量低价,影响联想的核心业务;华为仗着电信的功底,靠手机建立的全球零售网络和系统集成的销量进入笔记本市场,并且低调的切入多模式领域,对联想的压力在大客户和高端零售;小米是增长乏力了,靠互联网营销的大策略小技俩,要和联想抢一口饭吃,这个抢饭的,难对付。

关于“抢饭吃”,这里还要考虑一个大背景。

英特尔此前一直强调换机潮——PC虽然是一个下滑的生意,但仍然是一个拥有巨大体量的市场。

市场机构统计目前大概有5亿台使用至少五年以上的旧PC仍在使用,这就证明这可以是一个可能带来新转机的旧市场。

美国市场研究机构Gartner曾发布报告显示,2015年全球PC出货量为2.887亿台,鉴于PC品类单价较高,PC市场仍然是一个规模高达万亿元的市场——这个市场规模与那个新兴的、我们奉行的“共享经济”市场差不多。

计算实体回迁

最后一点,关于手机厂商进入笔记本领域,可能是一个关于“计算实体”回迁的问题。

不管PC、手机以及可能到来的VR,计算性能和可移动性正在驱动着硬件变化,用“个人计算设备”概念来定义,手机、平板、电脑性质相同。手机厂商和笔记本厂商也没有任何本质上的区别,他们都是基于计算的移动设备厂商。

“从硬件和趋势来看‘’WiFi过渡到SIM,X86过渡到ARM,PC Office过渡到Mobile Office’这种转变正在慢慢进行,从历史进程看,平板已经完成了SIM化(通过SIM卡变为广域网路链接设备),所以笔记本SIM卡化不可避免,笔记本ARM化也存在可能。

举例来说,华为小米切入的不是传统笔记本,而是所谓超极本。笔记本和平板的二合一,随时随地的光与网络连接是竞争优势。未来不排除超级本标配SIM卡槽的同时,也出现ARM平台上更轻量,更省电,但是也有足够的商务能力的设备。所以趋势的演进看笔记本产品需要的能力越来越倾向于手机企业而非传统的PC企业。”

魅族科技副总裁李楠这样说。

魅族李楠观点原文来自新浪科技






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