【正文】
? Starting year ? Number of employees ? Era analysis 5 SEC China010821BJIBM GLOBALLY, IBM HAS DECIDED TO EXIT PC BUSINESS GRADUALLY IN THE NEXT SEVEN YEARS Mission ? To lead in the creation, development and manufacturing of the industry’s most advanced information technologies, including puter systems, software, working systems, storage devices and microelectronics ? To translate these advanced technologies into value for our customers through our professional solutions and services businesses worldwide Vision ? To be no. 1 player globally in information products, solution provider and service provider * IBM39。s PC business showed/surprising strength in revenue growth and profitability in the September quarter last year Source: Literature research Strategy ? Shift productoriented strategy to industryoriented development strategy ? Define Emerce as focus of IBM business in China ? Position PC as part of EoN (edge of the ) concept instead of a standalone product ? Gradually exist* PC business in the next seven years globally by selling it to Dell with Dell39。s sole PC production base in China) OEM efforts ? OEM mostly to Taiwanese players, such as Acer Strategy ? No future investment to setup more PC manufacturing JVs in china ? Emphasis on OEM approach Source: Literature research, interview Source: literature research, interview 14 SEC China010821BJIBM IBM IS PUSHING TOWARD FLATTENED CHANNEL STRUCTURE AND SECOND AND THIRD TIER CITIES IN GEOGRAPHIC COVERAGE Sales and distribution Guiding principles Change program ? Push for flattened channel structure ? Expand to second/third tier geographic areas ? Increase sales revenue by 20% in 2023 ?“Blue star plan” Source: Literature research, interview Distribution channel City coverage Target ? 3,000 – 4,000 dealers ? Direct and strong channel management and control by IBM Current ? Over 2,000 dealers ? No direct channel management by IBM ? Over 30 cities ? Over 200 cities Source: literature research, interview 15 SEC China010821BJIBM IBM EMPHASIZES AND FOCUSES ON TOTAL SOLUTION AND SERVICE PROVISION Total solution and service Target ? To be No. 1 globally as a total solution provider and service provider Initiatives ?“Blue V project” –Started global implementation in March, 2023 –Targets at NetGens, panies that conduct business mainly on the Inter platform –Provides customers hardware, software, consulting, training, sales and marketing, financing, outsourcing, and potential partnership opportunities ?“Hardware + Software + Service” Source: Literature research, interview Competition in the next three years is based on the strengths in hardware and software. In the 5 years’ time, service will be another key success f