hardwareglobalsummary-pcnotebook(ppt23)-經(jīng)營管理(存儲(chǔ)版)
【正文】 ct (with the same issues as Compaq) ? Advantageous Merced relationship with Intel ? Strong solutions focus ? Primarily an indirect player Key issues ? Unclear strategy ? No progress towards a direct model ? Unpetitive cost structure ? Relatively weak in EMEA ? Lacks a services partnership (though IBM could provide this) ? Lack of presence in Enterprise (is current position tenable in long term?) ? Need to expand geographic footprint ? AOL relationship ? Success of inter access device as “razor” for services ? Need to decide whether to continue in PC hardware market or focus on services and ponents ? No direct model ? Need to leverage the Inter MAJOR HARDWARE PLAYERS FACE A DIVERSE SET OF CHALLENGES OEM Compaq Dell Gateway IBM HP 4 GROWTH VS PROFITABILITY FOR MAJOR PLAYERS IN WORLDWIDE HARDWARE MARKET PROFIT/UNIT UNIT GROWTH MICRON HP COMPAQ IBM APPLE GATEWAY DELL BETTER BEST BAD WORST Source: Goldman Sachs GROWTH VERSUS PROFITABILITY, FIRST HALF OF 1999 5 Note:Book and market values as of Dec. 31, 1994 and Oct 29, 1999 Source:Compustat, GNEP Analysis 024681012141618200 2 4 6 8 10 12 14 16 18 20 22 24Book value of mon equity Markettobook ratio 10 100 50 Market value 150 200 IBM 1999 1994 31 29 Compaq HP Canon EDS Sun Xerox Medtronic Dell Lexmark Tektronix Teradyne Varian National Instr Gateway 100 STRATEGIC CONTROL MAP MAJOR PLAYERS IN WORLDWIDE HARDWARE MARKET 19941999 6 AVERAGE SELLING PRICES FALLING DUE TO INCREASING COMPETITION PCs Dollars % Average price decline Servers* $ Thousands % Mainframe servers $ Millions % 1 , 0 0 01 , 2 0 01 , 4 0 01 , 6 0 01 , 8 0 02 , 0 0 01999 20201012141618201999 20201 . 01 . 21 . 41 . 61 . 82 . 01999 2020 * Entry and midrange Source: IDC Key factors causing ASP decline ?Increased price decline due to moditization ?Industry shift towards more costeffective direct distribution models ?Industry shift towards more efficient manufacturing, ., onetouch process 7 * Sun, Compaq, Siemens, and NEC each have about 4% Source: Dataquest Percent WHITE BOXES PERSIST IN THE PC LANDSCAPE AS COMMODITIZATION OCCURS Market segmentation and vendor share based on 1998 data Revenue, $ Billions Commercial Consumer Entrylevel servers Midrange servers Mainframes 110 38 22 15 8 ? PC segment is fragmented and white boxes hold a significant market share ? Server and mainframe markets are dominated by large manufacturers PCs 47 7 6 6 34 IBM HP Unisys Fujitsu Other* 26 20 15 14 25 IBM HP Sun Compaq Other 13 10 9 7 6 6 4 3 Compaq Packard Bell Gateway IBM Apple HP Acer Dell Other / White Box 14 13 10 6 5 4 3 2 43 Compaq Dell IBM HP Toshiba Acer Apple Gateway
環(huán)評(píng)公示相關(guān)推薦
鄂ICP備17016276號(hào)-1