笔记本业务简介笔记本业务简介机密Confidential2000年11月1日报告人:笔记本事业部张晖2市场规模及发展速度产品特点及当前业绩主要竞争对手产品及其业绩业务核心竞争力未来的发展计划3市场规模及发展速度产品特点及当前业绩主要竞争对手产品及其业绩业务核心竞争力未来的发展计划4昭阳在世界昭阳在世界*资料来源:IDCVendor2000Q2Units2000Q2Units%Share(1)Toshiba87435714.2%(2)Compaq79330512.9%(3)Dell72274511.8%(4)IBM70346811.4%(5)NEC4161896.8%(6)FujitsuSiemens3950876.4%(7)Sony3414485.6%(8)Acer2572344.2%(9)Hewlett-Packard2440264.0%(10)Apple2169113.5%5昭阳在世界昭阳在世界((续)续)资料来源:IDCVendor2000Q2Units2000Q2Units%Share(11)Gateway1390572.3%(12)Sharp1085811.8%(13)Panasonic848601.4%(14)Samsung560000.9%(15)Hitachi421800.7%(16)Twinhead318930.5%(17)Legend272760.4%(18)CompUSA220000.4%(19)Sotec200000.3%(20)AMS185500.3%Total(Top20)551516689.7%Total(Others)63273310.3%Total6147899100.0%6昭阳在亚太昭阳在亚太*资料来源:IDC1999%ShareQ12000%ShareQ22000%ShareYTD2000%ShareToshiba258,63917.2%79,70616.1%81,25714.6%160,96315.3%IBM227,94415.2%63,70112.9%70,74612.7%134,44712.8%Acer166,44911.1%55,64711.3%59,92310.8%115,57011.0%Compaq139,3389.3%44,7899.1%56,07310.1%100,8629.6%Samsung114,1627.6%46,5009.4%56,00010.0%102,5009.7%7昭阳在亚太(续)昭阳在亚太(续)*资料来源:IDC1999%ShareQ12000%ShareQ22000%ShareYTD2000%ShareDell75,5405.0%26,4195.3%29,4695.3%55,8885.3%Legend49,0903.3%19,1733.9%27,2764.9%46,4494.4%Twinhead80,9775.4%27,7745.6%19,9693.6%47,7434.5%Fujitsu26,6741.8%15,1083.1%14,5332.6%29,6412.8%Hewlett-Packard28,2731.9%12,4572.5%14,2002.5%26,6572.5%Other337,07822.4%103,07320.9%127,90622.9%230,97922.0%Total1,504,164100.0%494,347100.0%557,352100.0%1,051,699100.0%8昭阳在中国昭阳在中国*资料来源:IDCPRCTotalNotebookUnitShipmentsbyVendor1999%ShareQ12000%ShareQ22000%ShareYTD2000%ShareLegend4909017.1%1917320.5%2727623.7%4644922.3%IBM5022317.5%1661017.8%2178019.0%3839018.4%Toshiba6181521.5%1812919.4%1769715.4%3582617.2%Acer192276.7%82248.8%95328.3%177568.5%Founder114484.0%69087.4%83807.3%152887.3%9国内排名(续)国内排名(续)*资料来源:IDC1999%ShareQ12000%ShareQ22000%ShareYTD2000%ShareDell123184.3%58716.3%70006.1%128716.2%Twinhead17883.366.2%57516.2%62515.4%120025.8%Compaq231358.1%30703.3%59435.2%90134.3%Hewlett-Packard52171.8%28163.0%30952.7%59112.8%NEC152195.3%16431.8%22261.9%38691.9%Other216987.6%52195.6%57115.0%109305.2%Total287273.4100.0%93414100.0%114891100.0%208305100.0%10亚太笔记本市场份额亚太笔记本市场份额*资料来源:IDCAsiaPacificexcludingJapanFormFactor199920002001200220032004Portable1,504,1642,212,9932,762,5683,387,9254,065,3684,762,885Total14,373,52819,548,49423,805,87429,025,82534,462,14640,718,422Portable/Total10.5%11.3%11.6%11.7%11.8%11.7%11欧美日笔记本市场份额欧美日笔记本市场份额*资料来源:IDC•日本笔记本的市场份额则高达50%•美国笔记本的市场份额亦有30%2000Q2西欧三国NB/PC比FormFactor法国德国英国Portable182,0001,380,000294,000Total963,0006,391,0001,276,000Portable/Total18.9%21.6%23.0%12市场规模及发展速度产品特点及当前业绩主要竞争对手产品及其业绩业务核心竞争力未来的发展计划13主要目标客户需求及价值定位主要目标客户需求及价值定位资料来源:主要客户群客户群需求联想价值定位联想具体举措大客户对电脑了解,要求笔记本产品性能较高,稳定可靠,且有服务保障。提供性能可靠,配置较高,能替代较高台式电脑的产品;并提供易于移动办公的INTERNET产品高配置,追求性能稳定,采用INTEL的高性能CPU;同时力求...