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May-10© IDC
ANTONIO WANG RESEARCH MANAGER
China PC market update 2010
March
1
May-10© IDC
China PC Shipment and Growth,1995—2013
May-10© IDC
2亿以上的PC保有量，意味着中国数字时代的到来…
2003年：0.5亿 2006年：1亿 2009年： 1.9亿
2013：3.7亿
May-10© IDC
3.7亿的保有量的时候，意味着什么？
移动商务 虚拟化
多核时代 整合化
Printer 2.0
行业解决方案
2006 （1亿） 2010（2亿） 2014（4亿）
数字转型 低碳经济
可持续发展
嵌入式技术
云计算 智能化
梦想已经成真
新的感念进入过渡期
May-10© IDC
IT产品中消费占比逐年提升
20%
30%
40%
50%
60%
70%
80%
2007 2008 2009 2010 2011 2012 2013 2014
全球PC消费变化趋势
商用 消费
20%
30%
40%
50%
60%
70%
80%
2007 2008 2009 2010 2011 2012 2013 2014
中国PC消费变化趋势
商用 消费
20%
30%
40%
50%
60%
70%
80%
2007 2008 2009 2010 2011 2012 2013 2014
亚太区PC消费变化趋势
商用 消费
May-10© IDC
个人将拥有多台终端
显示尺寸
May-10© IDC
Macroeconomic
7
May-10© IDC
中国经济2010年的第一个关键词是“长”，即中国GDP仍将高速增长
2010年固定资产投资增长速度仍将超过25%
2010年社会消费零售总额的增长约15%左右
2010年出口在将会恢复
增长，但进口也会增加，贸易顺差比2009年仍将有所下滑，对GDP
的增长贡献仍将是负值
8
9.6%9.0%
10.0%9.50%
10.0% 10.0%
11.0%
9.9%
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%
EIU World Bank
IMF DRC CAS CICC Anbound Average
2010 China GDP Growth Forecast
• DRC: Development Research Center of the State Council - 国务院发展研究中心• CAS： China Academy of Sciences - 中科院• CICC：China International Capital Corporation - 中国国际金融公司• Anbound：安邦咨询公司
May-10© IDC
中国经济2010年的后2个关键词是 “涨”、“胀”，即中国的资产和原材料价格将上涨，通货膨胀不可避免
9
汽车销售持续看好
房地产价格不会显著下降
受益行业（多数价格将上涨）
钢铁、橡胶、塑料、汽车电子、零部件、能源
钢铁、水泥、建材、家居、建筑、能源
3.1
5.0
-10.0
-8.0
-6.0
-4.0
-2.0
0.0
2.0
4.0
6.0
8.0
10.0
12.0
Jan/0
8F
eb/0
8M
ar/0
8A
pr/0
8M
ay/0
8Jun/0
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8A
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8S
ep/0
8O
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8N
ov/0
8D
ec/0
8Jan/0
9F
eb/0
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ar/0
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pr/0
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ay/0
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9A
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ep/0
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9N
ov/0
9D
ec/0
9Jan/1
02010
CPI (Consumer Price Index)
PPI (Producer Price Indexes)
China CPI and PPI – 2008-2010
Source: 国家统计局，EIU，2010.2
May-10© IDC
政府主导的产业结构调整也将产生新的IT商机
10
制造业的两化（服务化和信息化）与制造业向内地的转移
– 以信息化为依托，实现各级政府部门倡导的制造即服务（MAAS，Manufacture as a Service）的理念，实现云制造
– “十二五”期间中国制造业信息化的定位是：首先为主导产业发展提供信息支撑与服务；其次是要从信息工具推广向提供综合信息解决方案发展；第三是要从设计、制造环节向产品全生命周期管理发展。其核心是围绕“服务增效”展开
– 制造业向内地转移重点关注区域：安徽、河南、陕西、重庆、武汉、长沙
推进三网融合
– 2010年至2012年重点开展广电和电信业务双向进入试点，探索形成保障三网融合规范有序开展的政策体系和体制机制。
– 2013年至2015年，总结推广试点经验，全面实现三网融合发展，普及应用融合业务，基本形成适度竞争的网络产业格局
– 2010年会在10个城市试点（可能的候选城市是：杭州、深圳、上海、南京、广州、重庆、沈阳、武汉、成都、昆明、长沙）
2010年宏观经济政策：从保增长到促转变
May-10© IDC
无论中国还是美国，企业对2010年的IT投资仍较乐观
11
986970 979
10001022
10451065 1063 1066 1065 1067 1068
927 942924 934 943 939
966986
10111022 1034 1038
1053
500
600
700
800
900
1000
1100
Ja
n
Feb
Ma
r
Ap
r
Ma
y
Ju
ne
Ju
ly
Au
g
Se
p
Oct
Nov
Dec
10
-Ja
n
China US
2009/2010 FutureScan Index Comparison
Source: IDC FutureScan, 2010.01
May-10© IDC
中国2010年IT市场由于消费IT产品的拉动，增长仍然强劲，企业IT市场增长平稳
12Source:: IDC Worldwide Black Book, V2009Q3 /Q4
China IT Market Scope:
•PC, Peripheral, Server, Network,
Storage, Software, Service, Other
Add-on Hardware
May-10© IDC
9 Economic Zones
13
《珠江三角洲地区改革发展规划纲要(2008-2020)》
《黄河三角洲高效生态经济区发展规划》
May-10© IDC
Key Coverage of the 9 Economic Zones
14
No. Name Coverage Key Focus
1 《珠江三角洲地区改革发展规划纲要(2008-2020)》
环珠江三角洲地区是指粤东、粤西、粤北及周边省、区的相邻地区。
高科技科产业、先进制造业、现代服务业
2 《关于支持福建省加快建设海峡西岸经济区的若干意见》
海峡西岸经济区东与台湾地区一水相隔，北承长江三角洲，南接珠江三角洲
对接台湾制造业、文化旅游产业
3 《江苏沿海地区发展规划》 江苏沿海地区地处中国沿海、沿长江和沿陇海兰新线三大生产力布局主轴线交会区域，是长江三角洲的重要组成部分
先进制造、生产性服务业、现代农业、物流业
4 《关中-天水经济区发展规划》 陕西省西安、铜川、宝鸡、咸阳、渭南、杨凌、商洛部分县和甘肃省天水所辖行政区域
先进制造、现代农业
5 《辽宁沿海经济带发展规划》 包括大连、丹东、锦州、营口、盘锦、葫芦岛等沿海城市在内的辽宁沿海经济带，地处环渤海地区重要位置和东北亚经济圈关键地带
航运与物流、装备制造业
6 《横琴总体发展规划》 珠海市横琴岛地处珠江口西岸，毗邻港澳，与澳门隔河相望
高科技、旅游、现代服务业
7 《中国图们江区域合作开发规划纲要》 吉林省长春市、吉林市部分区域和延边州（简称长吉图）是中国图们江区域的核心地区
新型工业、现代服务业、现代农业
8 《促进中部地区崛起规划》 包括山西、安徽、江西、河南、湖北和湖南六省在内的中部地区
农业、能源与原材料、装备制造业、交通运输
9 《黄河三角洲高效生态经济区发展规划》
位于渤海南部黄河入海口沿岸地区，包括山东省的东营、滨州和潍坊、德州、淄博、烟台市的部分地区，共涉及19个县(市、区)
生态农业、旅游业
May-10© IDC
Form Factor
15
May-10© IDC
Momentum for Desktop Replacement
China PC Product Mix by Unit Shipment • Notebook PC is forecasted to
reach 51% of total China PC
market in 2010, and it will reach
over 70% in 2014. No doubt
Notebook PC is the key market
driver for the next 5 years.
• It’s expected notebook PCs to
contribute close to 60% of total
consumer PC shipments and
almost 80% by 2014
• While desktop PC remains
significant in commercial market,
43% of notebook PCs in 2010 and
reaching 63% by 2014.
• With lacking of applications and
content for All-in-One (AIO) PCs,
forecast for AIO remains
conservative, but the market may
change quickly once more related
applications and content available
30%25% 22% 21%
17% 14% 12% 10%
11%15% 24% 29%
31%33% 36% 38%
44%41%
33% 29%26% 24% 21% 19%
16%19% 21% 22%
26% 28% 31% 33%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2007 2008 2009 2010 2011 2012 2013 2014
Commercial NB
Commercial DT
Consumer NB
Consumer DT
May-10© IDC
Change of Forecast
Q4 09 Revised Forecast
Unit Shipments Growth
New FF 2007 2008 2009 2010 2011 2012 2013 2014 2008 2009 2010 2011 2012 2013 2014
Consumer DT 10,755,652 10,040,776 10,458,882 12,629,927 12,754,912 12,521,327 12,452,535 12,231,480 -7% 4% 21% 1% -2% -1% -2%
Commercial DT 16,014,602 16,266,579 15,939,305 17,460,316 19,179,350 20,761,269 22,093,064 23,201,133 2% -2% 10% 10% 8% 6% 5%
Consumer NB 3,815,762 5,922,201 11,473,596 17,383,193 22,577,595 28,944,942 36,603,195 45,753,993 55% 94% 52% 30% 28% 26% 25%
Commercial NB 5,615,993 7,337,549 10,069,074 13,247,771 18,708,995 24,614,578 31,725,339 40,114,366 31% 37% 32% 41% 32% 29% 26%
Total 36,202,008 39,567,104 47,940,857 60,721,207 73,220,851 86,842,116 102,874,132 121,300,972 9% 21% 27% 21% 19% 18% 18%
Forecast on Q3 09 Result
New FF 2007 2008 2009 2010 2011 2012 2013
Consumer DT 10,755,652 10,040,776 10,366,538 11,047,547 11,004,407 10,802,653 10,743,654
Commercial DT 16,014,602 16,266,579 15,898,672 16,804,104 18,993,102 20,585,965 21,920,365
Consumer NB 3,815,762 5,922,201 11,085,694 15,717,267 20,415,121 26,180,517 33,103,663
Commercial NB 5,615,993 7,337,549 10,103,174 12,948,530 18,540,858 24,423,246 31,513,385
Total 36,202,008 39,567,104 47,454,078 56,517,447 68,953,487 81,992,381 97,281,067
% Change
2007 2008 2009 2010 2011 2012 2013
Consumer DT 0% 0% 1% 14% 16% 16% 16%
Commercial DT 0% 0% 0% 4% 1% 1% 1%
Consumer NB 0% 0% 3% 11% 11% 11% 11%
Commercial NB 0% 0% 0% 2% 1% 1% 1%
Grand Total 0% 0% 1% 7% 6% 6% 6%
• Q4 09 actual shipments came out 4% higher than forecast, market remains strong. Forecast
for 2010 to 2013 increase by 6-7% with the education program and rural sales program.
• Major changes are in consumer market for both desktop and notebook, only slight
adjustment for commercial PCs
• IDC estimated 2.6 millions of additional consumer desktop PCs will be shipped in 2010 with
the government rural program. After that the growth will remain steady.
• With the revised forecast, Notebook PCs remains strong growth.
May-10© IDC
AIO market forecast
59
421
801
1,1831,304
1,412 1,466
0200
400600
8001000
12001400
1600
2,008 2,009 2,010 2,011 2,012 2,013 2,014
Thousands
0%
100%
200%
300%
400%
500%
600%
700%
Units Growth
18
AIO 4Q 09unit shipment share
Lenovo
Apple
HP
Dell
Founder
MSI
BenQ
Tongfang
Other
AIO Shipments by Comsumer VS Commercial
0
20
40
60
80
100
120
140
160
2008Q1 2008Q2 2008Q3 2008Q4 2009Q1 2009Q2 2009Q3 2009Q4
Th
ou
san
ds
Consumer Commercial
May-10© IDC
IDC expect that mini notebook show mix down trend
19
Mini-notebook Forecast 2008-2013
Mini-notebook Forecast 1Q08-4Q10
May-10© IDC Page 20
of 12
Competition by Screen Size-Summary
As key telecom carriers move their resources into smart phone and 3G bundle program with mini
notebook showed decreased trend so <12” market shrank in recent quarter.
CULV development brought the market growth to 13” size market.
14” size market always is the mainstream and gain 2 points market portion compare last year.
Screen Size Mix
2% 1% 1% 2% 2% 2% 5%12% 13% 16% 14% 12%10% 9% 8% 7% 6% 6%
8%
7% 4%5%
4%4%7% 7% 6% 6% 6% 7%
8%
6% 6%5% 8%
8%
67% 69%69% 72% 75% 76%
71%68% 69%
68% 68% 70%
14% 13% 15% 13% 11% 9% 8% 8% 6% 5% 5% 5%0% 0% 0% 0% 0% 0% 1% 1% 1% 1% 1% 1%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%2007Q
1
2007Q
2
2007Q
3
2007Q
4
2008Q
1
2008Q
2
2008Q
3
2008Q
4
2009Q
1
2009Q
2
2009Q
3
2009Q
4
>15.9
15.0-15.9
14.0-14.9
13.0-13.9
12.0-12.9
<12.0
May-10© IDC
Pressure of Price
540564 559
535 536 544 538517 523 533 522 512
844830
796
693666
636 640609
581561 547
530
1,014991
954
862
809793
762748
733 728 724 725
400
500
600
700
800
900
1000
1100
2008Q1
2008Q2
2008Q3
2008Q4
2009Q1
2009Q2
2009Q3
2009Q4
2010Q1
2010Q2
2010Q3
2010Q4
Consumer DT Commercial DT Consumer NB Commercial NB
IDC notebook vs desktop ASV trend
US$ 460
May-10© IDC
Segment and vertical
22
May-10© IDC
Consumer Segment Continues to Lead China PC Market Growth
China PC Shipments Share by Segment
40% 40%46% 49% 48% 48% 48% 48%
36% 37%35%
34% 36% 37% 39% 39%
7% 6%5% 5% 5% 5%
4% 4%7% 6%
6% 5% 5% 5% 4% 4%11% 10% 8% 7% 7% 6% 5% 5%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
200
7
200
8
200
9
201
0
201
1
201
2
201
3
201
4
Education
Government
Large Business(500+)
SMB (<500)
Home
May-10© IDC 24
Segment forecast analysis by desktop
Desktop YoY Growth
Segment 2009 2010 2011 2012 2013 20142010/2009 2011/2010 2012/2011 2013/2012 2014/2013
Home 10,458,882 12,629,927 12,754,912 12,521,327 12,452,535 12,231,480 21% 1% -2% -1% -2%
Small Office (1-9) 4,448,448 5,008,139 5,522,697 6,082,318 6,568,904 6,991,858 13% 10% 10% 8% 6%
Small Business (10-99) 2,981,311 3,231,356 3,541,127 3,914,947 4,215,769 4,444,971 8% 10% 11% 8% 5%
Medium Business (100-499) 1,950,411 2,130,458 2,293,139 2,482,238 2,631,172 2,735,242 9% 8% 8% 6% 4%
Large Business (500-999) 1,099,797 1,196,516 1,275,826 1,369,360 1,440,836 1,475,443 9% 6.6% 7.3% 5.2% 2.40%
Very Large Business
(1000+) 610,122 668,410 729,618 813,230 867,419 896,921 10% 9% 11% 7% 3.40%
Government 1,709,081 1,792,810 1,970,638 2,126,629 2,237,516 2,359,991 5% 10% 8% 5% 5%
Education 3,140,136 3,432,628 3,846,305 3,972,547 4,131,448 4,296,706 9% 12% 3% 4% 4%
Grand Total 26,398,187 30,090,243 31,934,261 33,282,596 34,545,599 35,432,613 14% 6% 4% 4% 3%
SME 9,380,169 10,369,953 11,356,963 12,479,503 13,415,845 14,172,072 11% 10% 10% 8% 6%
VLB/LB 1,709,919 1,864,926 2,005,444 2,182,590 2,308,255 2,372,364 9% 8% 9% 6% 3%
Consumer 40% 42% 40% 38% 36% 35%
Commercial 60% 58% 60% 62% 64% 65% 10% 10% 8% 6% 5%
Com'l (w/o edu/gov) 11,090,087 12,234,879 13,362,407 14,662,093 15,724,099 16,544,436 10% 9% 10% 7% 5%
•Consumer Market: Go to rural market project(200k+), New CPU, new form
factor(AIO， small pc)
•SME market : The economic recovery , especial in South China. The society of
healthcare, traffic pick Up. Reduce tax police.
•VLB/LB: Budget release for large business, Telecom and big manufacture
enterprise. Smart electric fence （30K+）, 卡式电表更换（15K+）, intelligent traffic .
Call center
•Gov/ Edu: 远程教育3期, 文化共享工程 （120K+），公检法， 税务部门采购。
May-10© IDC 25
Segment forecast analysis by notebook
Portable YoY Growth
Segment 2009 2010 2011 2012 2013 20142010/2009 2011/2010 2012/2011 2013/2012 2014/2013
Home 11,473,596 17,383,193 22,577,595 28,944,942 36,603,195 45,753,993 52% 30% 28% 26% 25%
Small Office (1-9) 3,201,070 4,305,545 6,838,469 9,292,516 12,359,047 16,066,761 35% 59% 36% 33% 30%
Small Business (10-99) 2,645,036 3,567,505 5,012,168 6,899,742 9,203,285 11,780,204 35% 40% 38% 33% 28%
Medium Business (100-499) 1,669,660 2,155,170 2,868,210 3,677,107 4,633,155 5,791,443 29% 33% 28% 26% 25%
Large Business (500-999) 571,747 744,895 938,686 1,174,941 1,447,727 1,751,750 30% 26% 25% 23% 21%
Very Large Business (1000+) 313,015 406,263 491,226 562,938 645,822 768,528 30% 21% 15% 15% 19%
Government 971,715 1,236,054 1,565,657 1,890,451 2,196,819 2,592,247 27% 27% 21% 16% 18%
Education 696,831 832,338 994,580 1,116,883 1,239,485 1,363,434 19% 19% 12% 11% 10%
Grand Total 21,542,670 30,630,964 41,286,589 53,559,520 68,328,533 85,868,359 42% 35% 30% 28% 26%
SME 7,515,766 10,028,220 14,718,847 19,869,365 26,195,486 33,638,408 33% 47% 35% 32% 28%
VLB/LB 884,762 1,151,159 1,429,912 1,737,879 2,093,548 2,520,277 30% 24% 22% 20% 20%
Consumer 53% 57% 55% 54% 54% 53%
Commercial 47% 43% 45% 46% 46% 47% 32% 41% 32% 29% 26%
Com'l (w/o edu/gov) 33% 44% 34% 31% 28%
•Consumer Market: Rural and lower tier cities , the 2nd PC user
•SME market: 101 project for manufacture。The economic recovery. 农信社，城市商业银行（also buy the desktop）。Media company
•VLB/LB: traffic project
•Gov/ Edu: School line change to notebook. Private school . Teacher notebook market.
May-10© IDC 26
Vertical 2008 2009 2010 2010 mix 2014 09 Growth 10 Growth
Education 3,275,728 3,134,636 3,432,628 20% 4,296,706 -4% 10%
I café 2,988,706 3,131,711 3,378,483 19% 4,348,953 5% 8%
Manufacture 3,097,099 2,765,812 2,979,226 17% 3,780,117 -11% 8%
Government 1,701,970 1,703,548 1,792,810 10% 2,359,991 0% 5%
Other Services 1,238,177 1,172,919 1,281,321 7% 1,759,098 -5% 9%
Telecom 1,068,134 1,049,928 1,188,385 7% 1,646,612 -2% 13%
Finance 1,001,809 987,624 1,106,598 6% 1,539,881 -1% 12%
Healthcare 391,917 468,967 582,802 3% 921,700 20% 24%
Agriculture, Construction and Mining 372,425 380,446 446,272 3% 657,531 2% 17%
Retail & Wholesales 365,350 349,204 390,054 2% 561,759 -4% 12%
Media 319,948 300,948 323,920 2% 467,782 -6% 8%
Utilities 289,514 287,334 332,910 2% 485,823 -1% 16%
Transportation 155,803 174,139 224,908 1% 375,182 12% 29%
Total Business Desktop 16,266,579 15,907,216 17,460,316 100% 23,201,133 -2% 10%
Vertical forecast analysis by desktop
The vertical desktop market forecast
May-10© IDC 27
Vertical forecast analysis by notebook
Vertical 2008 2009 2010 2010mix 2014 09 Growth 10 Growth
Manufacture 2,163,410 2,914,345 3,768,222 28%
11,725,907 35% 29%
Other Services 1,443,927 1,983,854 2,651,906 20%
8,460,988 37% 34%
Telecom 665,396 953,790 1,289,112 10%
4,148,803 43% 35%
Finance 633,765 930,790 1,247,000 9%
4,120,977 47% 34%
Government 771,567 971,053 1,236,054 9%
2,592,247 26% 27%
Education 537,502 696,101 832,338 6%
1,363,434 30% 20%
Media 310,810 452,325 610,015 5%
2,044,281 46% 35%
Healthcare 212,287 315,201 448,700 3%
1,623,792 48% 42%
Retail & Wholesales 234,404 317,827 428,299 3%
1,466,425 36% 35%
Utilities 144,358 203,315 276,271 2%
935,207 41% 36%
Agriculture, Construction and Mining 132,402 197,478 271,417 2%
924,972 49% 37%
Transportation 87,722 129,834 188,437 1%
707,333 48% 45%
Total Business notebook7,337,549 10,065,913 13,247,771 100% 40,114,366 37% 32%
The vertical notebook market forecast
May-10© IDC
Vendors analysis
28
May-10© IDC Slide 29
PC Market Summary
Total PC CY2009
48.0,100%,21.3%
Commercial
26.0, 54.3%,10.3%
MNC
18.1, 69.4%,20.9%
Lenovo/Dell/HP
/Asus/Acer
16.8,93.1%, 21.5%
Edu
2.1,
12.8%,
6.2%
Gov
2.1,
12.4%,
11.3%
Very Large
0.8,
4.9%,
7.9%
Large
1.4,
8.4%,
5.2%
Mid
2.9,
17.0%,
16.8%
Small Biz
3.7,
22.2%,
29.9%
Small Office
3.8,
22.3%,
49.2%
Others
1.3, 6.9%, 13.3%
Edu
0.05,
3.9%,
21.4%
Gov
0.06,
4.9%,
-5.7%
Very Large
0.03,
2.8%,
15.2%
Large
0.08,
6.2%,
11.3%
Mid
0.2,
14.8%,
20.2%
Small Biz
0.4,
34.2%,
11.7%
Small Office
0.4,
33.2%,
14.8%
local
3.6, 13.9%, 1.7%
Founder
2.6, 73.4%, 17.2%
Edu
1.0,
36.9%,
10.8%
Gov
0.4,
16.3%,
16.9%
Very Large
0.06,
2.3%,
27.4%
Large
1.4,
5.4%,
9.5%
Mid
3.4,
13.1%,
13.2%
Small Biz
4.3,
16.7%,
24.2%
Small Office
2.4,
9.2%,
49.9%
Others
1.0, 26.6%, -24.1%
Edu
0.4,
46.5%,
-22.8%
Gov
0.08,
8.1%,
-32.4%
Very Large
0.005,
0.5%,
-60.8%
Large
0.006,
0.6%,
-58.6%
Mid
0.06,
6.3%,
-29.9%
Small Biz
0.3,
17.2%,
-31.0%
Small Office
0.2,
20.9%,
-9.5%
others
4.3, 16.7%, -14.7%
Top
30
Top
600
Edu
0.2,
4.8%,
-23.6%
Gov
0.03,
0.6%,
-42.0%
Very Large
0.02
0.4%,
-17.4%
Large
0.05,
1.1%,
-19.9%
Mid
0.2
3.9%,
-27.1%
Small Biz
0.9,
19.7%,
-17.6%
Small Office
3.0,
69.6%,
-11.8%
Others
Consumer
22.0, 45.7%, 37.4%
MNA
14.5,
66.1%,
63.2%
Lenovo/Dell
/HP/Asus
/Acer
13.0,
89.1%,
59.6%
Others
1.6,
10.9%,
100.3%
Named
3.3,
15.0%,
27.7%
Founder
1.0,
31.1%,
32.9%
Others
2.3,
68.9%,
25.4%
SBC
4.2, 18.9%,
-7.9%
Top
30
Top
600
Others
*,*,* : shipment M, share, YOY growth Very Large: >1000 employeesLarge: 500-999 employeesMid: 100-499 employeesSmall Biz: 10-99 employeesSmall Office: 1-9 employees
Source: IDC
May-10© IDC
Desktop Market Competitive Analysis
33% 34% 30% 31% 31% 31%26% 23%
7% 8%9%
8%9% 11%
15%
11%
13% 12%12%
13%
16% 14%
14%
14%
27% 29% 31% 33%28% 30%
33%37%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2008Q1
2008Q2
2008Q3
2008Q4
2009Q1
2009Q2
2009Q3
2009Q4
Lenovo
Founder
HP
Dell
Tongfang
Acer.
Haier
Apple
Asus
Great Wall
Others
45% 47% 47% 48% 45% 43%37% 37%
7% 6% 6% 6% 6%7%
7% 8%
11%7% 9% 8% 10%
10% 13%9%
21%25% 23% 24% 22% 24% 23%
26%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2008Q1
2008Q2
2008Q3
2008Q4
2009Q1
2009Q2
2009Q3
2009Q4
Lenovo
HP
Founder
Dell
Haier
Tongfang
Acer.
Apple
Hasee
MSI
Others
Commercial DT Market by Vendor Share Consumer DT Market by Vendor Share
May-10© IDC
Portable Market Competitive Analysis
19%
18% 17% 16%19%
19%23%
19%
27%31% 33% 32%
28% 30% 30%34%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2008Q1
2008Q2
2008Q3
2008Q4
2009Q1
2009Q2
2009Q3
2009Q4
Lenovo
HP
Asus
Dell
Acer
Samsung
Hasee
Sony
Toshiba
Founder
Others0% 0% 1%
9%18% 18%
10% 10%
0%
0%
1%
4%
7%
5%
5%
11%
0%
0%
19%
29%
21%
14%
21%
14%
100%
84%
45%
17%14% 12%
18% 18%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2008Q1
2008Q2
2008Q3
2008Q4
2009Q1
2009Q2
2009Q3
2009Q4
Asus
Lenovo
Hasee
HP
Dell
Samsung
Sony
Toshiba
Acer
Founder
Others
Portable Market by Vendor Share MiniNotebook Market by Vendor Share
May-10© IDC
Portable Market Competitive Analysis
22%
21% 18%16%
17%18%
23% 17%
24%27% 29% 28%
23%25% 27%
30%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2008Q1
2008Q2
2008Q3
2008Q4
2009Q1
2009Q2
2009Q3
2009Q4
Lenovo
HP
Dell
Asus
Hasee
Samsung
Acer
Sony
Toshiba
Haier
Others 5% 4% 4% 5% 3% 4% 2% 3%
12%
10%11% 10%
10%10%
14%12%
16%
16%16% 16% 22%
21% 24%
21%
29%34% 36% 36% 33%
36% 34%39%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2008Q1
2008Q2
2008Q3
2008Q4
2009Q1
2009Q2
2009Q3
2009Q4
Lenovo
HP
Asus
Dell
Acer
Sony
Samsung
Toshiba
Founder
Apple
Others
Consumer NB Market by Vendor Share Commercial NB Market by Vendor Share
May-10© IDC
Geography (city level, provincial)
33
May-10© IDC
The Pursuit Of Parity – PC Market
Cities nearer to the coast have higher PC penetration than in rural areas
Source: IDC, 2009
These provinces have large household base. However, PC IB is still low.
Only 2 China Provinces have achieved high penetration rate
May-10© IDC 35
Shipments to Rural Areas
Lenovo
40%
Haier
26%
Founder
19%
Tongfang
10%
HP
2%
Others
3%
130
468 492
616 642709 708
0
100
200
300
400
500
600
700
800
2009
Q2
2009
Q3
2009
Q4
2010
Q1
2010
Q2
2010
Q3
2010
Q4
Th
ou
san
ds
PC下乡销售量
IDC大陆PC市场下乡项目预测
2009Q3PC下乡项目市场份额（引用政府公布信息）
-10%
0%
10%
20%
30%
2008
Q1
2008
Q2
2008
Q3
2008
Q4
2009
Q1
2009
Q2
2009
Q3
2009
Q4
2010
Q1
2010
Q2
2010
Q3
2010
Q4
1 2 3 4 5 6
大陆PC市场各城市级别出货量同比增长率
Tier5
Tier2
May-10© IDC 36
Tier 4-6 and rural market are the future
25%19%
10%
9%
22%
21%
17%
19%
16%
21%
9% 11%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2008 2013
Tier 6
Tier 5
Tier 4
Tier 3
Tier 2
Tier 1
0.1 5.7
1.2 12.8
13.5 50.6
31.1 75.7
2009 vs.2013 Tier 1-6 Cities Market Share Household
1H 09 PC
Installed Base
per 100 HH
2013 Forecast PC
Installed Base per
100 HH
Rural
Tier 4-5
Cities
Tier 2-3
Cities
Tier 1 Cities
155M
95M
50M
30M
