Matebook effluent detailed explanation HUAWEI PC strategy (map) – Sohu Finance 天才冲冲冲20100116

Matebook PC strategy (Figure) – Sohu financial reading, although the overall decline in the PC industry, but this can not stop HUAWEI’s determination to go into the PC. Entering the PC field can help HUAWEI build a terminal ecosystem. After entering the market, HUAWEI will have more say in the industry chain, and can be connected between multiple screens, interoperability. Our reporter Ni Yuqing Barcelona reported lukewarm PC market, two shares of different related companies stock trend force is "PC is dead" topic pushed to the cusp. On the one hand, the traditional manufacturers have broken up PC business, transformation; on the other side is the hot new people have layout, launched a challenge. In February 21st, HUAWEI launched a new product, the first two in one laptop MateBook, at MWC2016 in Barcelona, spain. The day before, TCL group Al Carter launched the same product Plus 10 on the eve of the launch of MWC; in addition, Xiaomi’s laptops are expected to be released this summer. Even if the Challenger menacing, PC industry is still unabated decline. Whether IDC or TrendForce statistics released in 2015, PC industry shipments are still declining, so far has been declining for four consecutive years. Just last week, VAIO, Toshiba and Fujitsu three PC business to determine the merger, at present, their PC business performance is sluggish. So why did HUAWEI choose to enter the PC field at this time? HUAWEI consumer business CEO Yu Chengdong in the twenty-first Century economic report reporter the interview said, from a strategic point of view, HUAWEI needs to set foot in PC. Specifically, "HUAWEI’s vision is to build a seamless, intelligent life around work, life, daily life, travel, and the whole scene.". Among them, office and family is a very important market, PC still plays an indispensable role, from the ecosystem point of view, need to enter this field." At the same time, he also said that the internal debate about this company is also very big, there are a lot of opposition at the beginning. In the terminal business, HUAWEI has involved smart phones, smart watches and tablets. In the consumer product list of 2C, it is not surprising that the PC, which has a very high market share, is not surprising. To explore the Red Sea area, for HUAWEI, may be able to bring new opportunities for the accumulation of technology in the whole product. In the past few years, the traditional PC industry has been in recession, and the number of brands that maintain considerable profits has been gradually reduced. Market research firm TrendForce recently released the global notebook market statistics in 2015 – in 2015, the global notebook shipments were 164 million 400 thousand, lower than the previously expected 175 million 600 thousand, compared with 175 million 500 thousand in 2014, down 6.3%. IDC latest data show that in 2015 the global PC shipments fell 10.4%, fell to 276 million 200 thousand units. Despite the popularity of flat-panel and large screen phones, but consumer demand for PC has been there. In a slide of data, IDG reports"

Matebook出水 余承东详解华为PC战略(图)-搜狐财经导读  尽管PC行业整体的颓势不减,但这并不能阻挡华为涉足PC的决心。进入PC领域能帮助华为构建起终端的生态系统。进入该市场后,华为在产业链上将更有话语权,同时能在多屏之间进行连接,互通互用。  本报记者 倪雨晴 巴塞罗那报道  不温不火的PC市场上,两股不同的 相关公司股票走势 力量正将“PC是否已死”的话题推至风口浪尖。 一边是传统厂商相继分拆PC业务,进行转型;另一边是新贵们纷纷布局,发起挑战。  2月21日,华为在西班牙巴塞罗那的MWC2016(世界移动大会)上发布了新产品,即首款二合一笔记本电脑MateBook。前一天,TCL集团的阿尔卡特在MWC开展前夕率先推出了同类产品Plus 10;此外,小米的笔记本电脑预计将在今年夏天发布。  即使挑战者来势汹汹,PC行业目前仍“颓势”不减。不论是IDC还是TrendForce公布的统计数据,2015年PC行业出货量仍在下降,至今已经连续四年下滑。就在上周,VAIO、东芝和富士通三家的PC业务确定合并,目前,它们的PC业务表现低迷。  那么,华为为何此时选择进入PC领域?华为消费者业务CEO余承东在接受21世纪经济报道记者专访时表示,从战略角度来看,华为需要踏足PC。具体说来,“华为的愿景是围绕着工作、生活、起居、出行,全场景来构筑一个无缝的智能生活。其中,办公和家庭是一个非常重要的市场,PC仍然承担了不可取代的作用,从生态体系角度看需要进入这个领域。”同时他也坦言,公司内部对此的争论也很大,刚开始有很多反对声。  在终端业务中,华为已经涉及智能手机、智能手表和平板。在2C的消费级产品列表中,加入市场保有量非常高的PC并不奇怪。探索这一红海领域,对华为而言,或许能为其在全产品的技术积累上带来新的机遇。  构建全生态  近年来,传统PC行业整体不景气,维持可观利润的品牌也逐渐减少。市场调研公司TrendForce近日公布了2015年全球笔记本市场统计数据――2015年,全球笔记本出货量为1.644亿部,低于此前预计的1.756亿部,相比2014年的1.755亿部下滑6.3%。IDC的最新数据显示,2015年全年全球PC出货量下滑了10.4%,跌至2.762亿台。  尽管如今平板和大屏手机大行其道,但消费者对PC的诉求一直存在。在一片下滑的数据中,IDG的报告指出,PC平板二合一的产品能够带来小部分增量,2016年PC出货量或将增长1%-2%。据悉,二合一笔记本出货量的逐年增长和本身便携易用的体验优势,也成为华为进入PC产业的一大原因。  更为重要的是,进入PC领域能帮助华为构建起终端的生态系统。进入该市场后,华为在产业链上将更有话语权,同时能在多屏之间进行连接,互通互用。华为移动宽带与家庭事业部总裁杨志荣告诉记者,“如果从行业发展趋势来看,做手机的厂家进入PC领域是一个自然而然的业务延伸,因为在未来,厂商会围绕消费者去提供这种基于云平台的统一的业务和服务,统一的数据,和多终端的互动。所以能够覆盖不同的场景和不同的终端,对于华为而言是需要做的。”  余承东还谈及了其他因素。在他看来,MacBook存在很大的兼容性问题,“企业的很多App需要Windows,在MacBook上不兼容,企业级市场中Windows系统是最好的,有很强的兼容性。”考虑到这些因素,余承东说道,“我们都希望有一个像苹果那样那么漂亮设计的Windows。”据了解,此次的MateBook配备的是Windows10系统,主打高端商务人群。  在此基础上,MateBook解决了一些用户痛点,比如触摸式指纹、小巧的充电器 、可作为激光笔的触摸笔MatePen。通过接口和插槽,华为MateBook可以连接多种外部设备,如驱动器、投影、打印机、扫描仪等。  渠道挑战  2015年,华为终端的表现颇为亮眼。华为创始人任正非曾表示,终端要敢于实现一千亿美元的营收目标。那么华为在此时选择踏入PC领域,是否因为考虑到业绩的因素?  对此,余承东并不认同,“我们做PC并不是为了一千亿美元充数。做智能手机,一千亿美元都可以实现。任总说五年做一千亿,我们有些市场没做好,要是做好了,今年一年就可以达到一千亿美元。”  与此同时,华为并未就PC产品接下来的规划和盈利上透露具体信息。从定价来看,华为笔记本一开始便走精品路线,MateBook最低价格799欧元(含税,约为人民币5797元)。余承东告诉记者,“其实对于华为来说,利润率是偏低的。”对于销量,余承东表示,希望做到百万台级别,起步应该在几十万台。  事实上,华为在四年前就开始关注并调研PC行业。据杨志荣介绍,“在这4年里,我们每年都会跟踪行业趋势以及技术的成熟度,并且每年我都会跟英特尔负责相关业务的总裁见两次面,跟他讨论芯片进展。”  华为真正决策进入PC领域则是在两年前,“我们认为当时时机已经比较成熟,包括英特尔的芯片,它的功耗控制技术、芯片性能,能够满足我们做这个产品的要求,所以就把行业中的技术进展加上华为在智能硬件领域积累的能力整合起来。”  但不得不说,新进入者华为要在PC领域占一席之地,仍面临着多方挑战。首先,华为如何在同类竞品中抢夺市场份额?要知道二合一笔记本中,微软的Surface、联想的YOGA和ThinkPad、苹果的iPad Pro,其实力都不容小觑。  另一厢,华为在渠道上仍需进一步整合,如何借势其在智能手机领域建立起来的销售体系,尚需时日。余承东表示,“手机的销售渠道和销售模式与PC是不一样的,PC很多都是走IT渠道,还有电商渠道,这个渠道和我们现在卖智能手机,有部分重叠,和平板的销售渠道比较重叠。我们要构筑电商等IT渠道的销售能力,这需要一个过程。”  易观智库分析师杨帆告诉记者,在这个拥有成熟产业链的市场中,厂商的玩法和5年前、10年前相差无几,近几年销量不太可能有大的增幅。“对于华为来说,进军PC领域是对消费类产品的一个布局,试试市场反响。”  在智能手机市场,余承东曾放言“五年之内我们会成为全球第一。”而在新进入的PC行业,用他的话说,“我们是一个新手,还需要一点时间。”相关的主题文章:

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