c**i
发帖数: 6973 | 1 (1) Kathrin Hille, Lenovo Starts Emerging Markets Plan to Export Its Rural
Expertise. Financial Times, Apr 26, 2011 (title in print).
http://www.ft.com/cms/s/2/85b7d50a-6f64
-11e0-952c-00144feabdc0.html
(In China, Lenovo has "gain[ed] a presence in smaller cities and towns where
PC demand is growing at a far faster pace than in the largest cities. The
strategy has helped Lenovo grow faster than any other PC vendor for five
consecutive quarters")
My comment:
(a) The secret of Lenovo's success is finally divulged.
(b)
(i) Gartner Says Worldwide PC Shipments in First Quarter of 2011 Suffer
First Year-Over-Year Decline in Six Quarters. Gartner, Apr 13, 2011.
http://www.gartner.com/it/page.jsp?id=1632414
(worldwide PC contracted 1.1% by units; For the top five PC vendors
worldwide, Acer suffered unusually large contraction, -12.2% year-on-year,
whereas Lenovo continued its stride of 16.6% surge)
(ii) Global PC Market Contracts in the First Quarter, But Swaths of Growth
Remain, According to IDC. IDC, Apr 13, 2011.
http://www.idc.com/getdoc.jsp?containerId=prUS22790811
IDC hightlighted that in US PC market, Apple leapfrogged Acer (8.5% v 8.3%
market share, by unit sale). Yet Gartner (Acer led Apple with 11.3% v 9.3%)
did not bear out the IDC estimate.
(c) I have some doubt about Lenovo's tactics. See next.
(2) Ben Worthen, Michael Dell Looks Beyond PC Business. Wall Street Journal,
Apr 25, 2011.
http://online.wsj.com/article/SB100014240527
48703907004576279160412494024.html
Quote (four consecutive paragraphs):
"WSJ: In 2007, you made a big push in the consumer business and said it was
going to be one of the pillars of the company. Would you still position that
the same way?
"Mr. Dell: Two-thirds of Dell's profit is not the PC. Of the one-third that
is the PC, the vast majority of that is not consumer. I'm just level-setting
what Dell is today, because I think a lot of people look at Dell and they
go, 'Oh, Dell is a consumer PC company.' That's not really at all what Dell
is today. Certainly we want to grow our consumer business and we want to
grow it profitably.
"Last quarter we had a modest profit in consumer. It looks like we'll be
well-positioned to have a similar kind of modest profit this year. We're
investing a lot in our products. But is the fundamental epicenter of the
company going to change from enterprise solutions, services, data centers,
storage, virtualization, security? No. But we want to participate in many
markets. Consumer is one of them.
"WSJ: What convinced you that enterprise was the direction to steer the
company?
Note: level-set (n):
"a situation in which everyone in a group has a basic understanding of a
situation"
Dictionary.com's 21st Century Lexicon
http://dictionary.reference.com/browse/level+set
(3) Matthew Finnegan, TSMC Eyes Seven Nanometre Process; Announces 20nm
production for 2012. Techeye, Apr 26, 2011.
http://www.techeye.net/chips/tsmc-eyes-7nm-process
("The firm’s senior vice president in charge of R&D, S.Y. Chiang announced
that its first foray into 450 millimetre wafer production would occur late
next year * * * Chiang also noted that TSMC would begin its volume
production phase of the 28nm technology towards the end of 2011, producing
more than twice as many chips as the 40 nm process")
My comment: Everybody can "eye;" it is the results that count. So, at this
stage, 7nm is speculation. |
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