【正文】
esktop PC market Notebook market SEC China010821BJIBM 10 1 9 .0 1 9 .57 .28 .49 .96 .92 1 .56 6 .22 5 .62 1 .5IBM IS A DOMINANT HIGHEND PLAYER, GRASPING OVER 20% MARKET SHARE OF HIGHEND DESKTOP PC AND OVER 50% OF PRIMIUM NOTEBOOK MARKET Source: IDC, interview Others Dell Compaq Great Wall IBM HP Founder Legend Low (01k) Medium () High () 100% = Desktop PC market, 1999 4 8 . 82 2 . 71 2 . 11 0 . 41 1 . 15 6 . 51 3 . 32 4 . 51 6 . 1 1 0 . 41 7 . 92 4 . 21 2 . 21 3 . 57 . 19 . 23 . 89 . 81 3 . 96 . 62 6 . 62 0 . 2Others Dell IBM Founder Legend Low (02k) Medium () High () 100% = Notebook market, 2020 Acer Toshiba Premium () Price brand USD 1 0 IBM’s market share Sales by customer segments Percent of units shipment (M) SEC China010821BJIBM 11 VALUE CHAIN STRATEGY 4. Value chain strategy 5. Organization and ownership 6. Financial performance ? Focus on – Marketing, advertising and promotion – Distribution (channel and sales force) ? Organization structure ? Ownership structure ? Sales ? Profit 2. Strategy 3. Product/market ? Mission ? Vision ? Corporate strategy ? Market position ? Key product offerings ? Key customers ? Pricing 1. Background information ? Location ? Management team ? Starting year ? Number of employees ? Era analysis SEC China010821BJIBM 12 IBM HAS SET CHINA AS ONE OF KEY BASES IN ITS GLOBAL Ramp。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。 Company during an oral presentation。SEC China010821BJIBM CONFIDENTIAL PC Competitor Analysis: IBM SAMSUNG ELECTRONICS CHINA (SEC China) This report is solely for the use of client personnel. No part of it may be circulated, quoted, or reproduced for distribution outside the client anization without prior written approval from McKinsey amp。 Company. This material was used by McKinsey amp。 it is not a plete record of the discussion. Aug, 2020 SEC China010821BJIBM 1 OVERVIEW OF COMPETITOR ANALYSIS FRAMEWORK 4. Value chain strategy 5. Organization and ownership 6. Financial performance Focus on ? Marketing, advertising and promotion ? Distribution (channel and sales force) ? Organization structure ? Ownership structur