In 2002, China's computer market realized sales of 235.84 billion yuan, an increase of 16.0% over 2001, a decrease of 0.8 percentage points compared to 2001 growth rate, which indicates that China's computer market still has no complete recovery from recession, still In the adjustment phase.
Table 1, 2000-2002 China Computer Market Surface Sales 2002 2002 2002 Sales (100 million Dinner) 1740.5 2033.6 2358.4 Growth rate 25.0% 16.8% 16.0%
Data Source: CCID 2003, 02
Note: In the 2002-2003 annual research report, I might appear in the hardware technology market for repetition calculations on the manufacture of displays, components, consumables; and separated hardware and software products that may be present in the computer system market. Cross-calculation; at the same time, the information service market has been redefined and divided. Therefore, the market size of 2000 and 2001 has changed.
Figure 1, 2000-2002 China Computer Market Growth Status
Data Source: CCID 2003, 02
First, China Computer Market Overview
In 2002, in the total sales of China's computer market, hardware products have achieved 11.1% growth, and the growth rate is not satisfactory, and further decline in the growth rate of 14.5% in 2001; software and information services continue to be more Fast development speed, increased by 21.0% and 32.9%, respectively, while the share of software and information services continued to increase in the computer market, raised from 29.9% from 2001 to 32.8% in 2002. This further shows that my country's policy of encouraging the development of the software industry has begun to achieve results, and user needs have gradually turned to software applications and information services.
Table 2, 2001-2002 China Computer Market Composition and Growth Product Category 2002 Sales (100 million Dollars) Growth Rate (%) Sales (100 million) Growth Rate (%) Hardware 1425.5 14.0% 1584.1 11.1% Software 285.0 23.9% 345.0 21.0% Information Services 323.1 24.4% 429.3 32.9% Total 2033.6 16.8% 2358.4 16.0%
Data Source: CCID 2003, 02
Figure 2 Changes in China's Computer Market Product Structure 2001-2002
Data Source: CCID 2003, 02
In 2002, China's main market realized sales of 1011.7 million units, an increase of 17.1% from 2001; sales reached 77.79 billion yuan, a year-on-year increase of 13.3%. Among them, the desktop sales is 90.77 million units, an increase of 15.5%; the sales of laptops reached 805,000 units, with a growth rate of 39.8%. Due to the compression of traditional industry users such as telecommunications, banks, the procurement of high-end computer systems and workstations has affected the procurement of high-end computer systems and workstations. The sales of high-end computer systems and workstations only achieved 13.0% and 19.3% respectively, and sales are more Only 8.1% and 4.6% respectively.
In 2002, the main product sales of China's external equipment market has grown significantly, but the sales of peripherals only achieved only 4601 billion yuan, only 4.8% over 2000, and the sales and sales of peripheral products are not significantly. Match, indicating that the overall price level of peripherals is clearly low. The multi-function integrated growth rate of 69.8%, the sales volume of the projector also achieved high growth of 65.6%. The scanner increased by 11.8% and the growth rate was further reduced.
In 2002, China's PDA market reached 17.864 million units, down 1.72% over the same period in 2001. Due to the pulling of the mobile phone PDA market, the sales growth rate of the overall market increased by 18.04%. In 2002, the product structure of China's PDA market has undergone significant changes. Among them, the basic information market continues to shrink, and in 2002, the proportion of the overall market was reduced to 70.02%. The wireless communication product market represented by mobile phone PDA has become an important force throughout the market, and the market share in 2002 reached 22.90%. The high-end professional product market has a small change in the market, which is a weak upward trend.
In general, the growth of China 's network equipment market has slowed down by the environment and the investment reduction of China Telecom Enterprises. In 2002, the overall scale of China's network equipment market reached 13.56 billion yuan, an increase of 15.5% over 2001, which decreased by 1.9 percentage points compared to 17.4% growth rate in 2001.
In the overall market in China Network Equipment in 2002, switch and routers are still an important part of the network equipment market. Among them, the switch market reached 6.28 billion yuan, accounting for 46.2% of the overall market; the router is 4.62 billion yuan, accounting for 34%; MODEM970 million yuan, accounting for 7.1%; the hub is 420 million yuan, accounting for 3.1%; network card 480 million yuan, accounting 3.5%; network security equipment reached 690 million yuan, accounting for 5.1%; wireless network equipment reached 140 million yuan, accounting for 1%.
In recent years, the promotion of various policies in the development of software industry has been moved in the development of various policies in China, and the Chinese software market has continued to maintain rapid growth. In 2002, the China Software Market has achieved 21.1% growth rate and sales reached 34.5 billion yuan. Compared with the years, the growth rate of 2002 has fallen, which is mainly because, at present, domestic telecommunications, banks and other industries have passed many years of information construction, the construction of infrastructure has been reported, although its construction focuses, has turned to existing business The level of system application is improved, but the growth of the various software requirements is gradually slowing; at the same time, the business restructuring is successively carried out in the key industries of telecommunications, civil aviation, and energy, which also slows a certain extent for software products. Purchasing speed; Conversely, due to e-government, education informatization projects and advancement implementation of traditional industry information construction, government, education, and traditional manufacturing industries have become the main driving force for China's software market growth in 2002.
Although the global IT service market is sluggish, China IT service market still maintains a higher speed growth. In 2002, China IT service market has reached 42.93 billion yuan, with an annual growth rate of 32.9%, and continued to maintain a high-speed growth momentum. The IT service market maintains a high-speed growth situation in the past three years, with an annual growth rate of more than 20%. However, this year's IT service growth is mainly due to the rapid development of network services, while other IT service growth is beginning to slow down.
Second, the characteristics of China's computer market in 2002
1. The net market is getting rid of the loss and walks on the road to the profit, providing new motivation for the China computer market.
Since the internet bubble is shattered in 2000, the Internet industry has been deeply arrested, and the entire industry is full of suspicion. However, from the second half of 2002, a series of evidence suggests that the Internet market is gradually getting rid of the shadow of losses, and the road to recovery. The three major websites have transitioned from simply imitating Yahoo's learning period to the growth period of self-innovation. The three major portals discarded the business philosophy of "Eyeball Economy", successfully reduced their dependence on online advertising, through vigorously developing mobile phone SMS services, online games, and e-commerce models to get rich benefits. The NetEase has more than 50% of non-advertising income from SMS and games. In addition, after successful game and SMS, China Portal has begun to expand new business sectors, and the Internet industry has gradually returned to traditional industries. After continuous exploration, the portal has been gradually clear in combination with traditional industries. Profit point. Combine the Internet's information flow with traditional capital flows and logistics to find new profit models for traditional industrial services, which is a major trend in the future Internet development. 2, form a variety of mergers and acquisitions are the main strategy of rapid development of software companies
In 2002, the Chinese software industry set off unprecedented mergers and acquisitions. Domestic largest independent software Supplier User Software Co., Ltd. announced $ 1.9 million, and joint ventures from the world's top software enterprise IFS, which is also in the EAM market. Another famous management software company An Yi Software Co., Ltd. is specially attacked by 4280 yuan. The Kingdee International, which is listed on the Hong Kong GEM, has an ERP professional software merchant from 13.5 million yuan, and 5 million yuan invest in an e-commerce platform software company, which has become a single largest shareholder, and has a big step in the application software market. While software companies seek fast capital upgrades, traditional hardware and distributing companies include Lenovo and Digital Digital also to the software and service industry steering. A series of seemingly coincidental moves reflect the strategic concept of software companies attempt to achieve rapid development through M & A. All aspects of data indicate that software and services will become an important direction for future IT companies. China is the only bright point of global IT, and the software market is not limited. In particular, the Chinese government has provided good development opportunities to promote the flourishing of software companies in promoting comprehensive information on enterprises. In such an opportunity, domestic software companies urgently need "grew up", which is also the root cause of software to use capital to change the fundamental causes of competition.
3, enterprise network has become the biggest motivation to drive network market growth
In 2002, the performance of the telecommunication key network market clearly has made all expectations into disappointment. It is in contrary to this. The growth of domestic enterprise network markets is in full swing, and become the largest highlight of the market. The enterprise network market starts rapidly and has become the hotspots in the network market, and there is a deep internal and external reasons. First, the intrinsic power of corporate network construction comes from the actual needs of business competition and development. With the deepening of national informationization, the competitive environment of enterprises is undergoing profound changes. Based on the Internet-based information exchange and business process processing, it is a key means to establish competitive advantages in business and other economic organizations. From the government departments to the residential community, from the vertical industry to all kinds of enterprises, e-government, online education, e-commerce, digital cells, etc., most of its network applications, mostly in the level of enterprise network. At the same time, the development of the enterprise network must establish a variety of applications on large backbone and metropolitan area, which is an important digestion for the energy accumulated in the previous year's online telecom market. In order to fully release this part of the energy, from the government to operators, from the equipment manufacturers to the network builders, they will actively support and promote the development of the enterprise network market. At the same time, the development of enterprise backbone has already had sufficient bandwidth resources. From the perspective of technology development, the development of enterprise networks also coincides with it. Because network intelligence and security technology is increasingly mature, it can not only establish a safe and reliable virtual private network based on high-speed broadband public network, but also mature, but also mature, but also mature, and aspects of the company's reliability, manageability, scalability, ease of use s solution. The shock of the telecommunications industry is international. However, relative to the laxation of the telecom market, the traditional enterprise network market is stable. On the one hand, the investment of telecom operators is significantly reduced; on the other hand, e-commerce websites, universities, entertainment, medical industries, governments, finance and manufacturing, etc., the demand for networks is increasingly hot, and the enterprise network can be said to be popular. Some insiders said that after experiencing telecom split, the backbone network market tends to saturate, and personal bandwidth access is low, and the enterprise network has become a new growth point, and it is also a battle for network manufacturers. Many network giants such as Cisco, North Power and other enterprises have focused on telecommunications markets. In 2002, they quickly adjusted the main direction of the main attack, and seeking new profit space in the enterprise network. 4. The rapid start of the e-government market has become a new highlight of industry informationization.
In 2002, e-government became the most focused focus of China's informatization, and was clearly implemented for my country's "Informatization Active Industrialization" Strategy. The introduction of information technology policy, the government's vigorous promotion, the release of users and the efforts of IT vendors, create a rare situation and historical opportunities for e-government development. In 2002, China's e-government market totaled 35 billion yuan, an increase of 23.4% from 2001. In 2002-2004, the annual compound growth rate of China's electronic future government market was 25.7%. According to this speed, the investment in the e-government market will exceed 100 billion yuan in five years, and the e-government will become a pull industry in the next five years. The hopes of informationization.
5. The price war of this is a long-term phenomenon of immature stages in China's computer market.
Although the price war is incarrequate, many manufacturers have to sacrifice the price war at the pressure of the cruel competition in the product homogeneration. In the 2002 China Computer Market, the price war all the market. Digital consumer products, laptops, and software are the protagonists in the 2002 price war. Take the laptop market as an example. First of all, foreign brands such as IBM, Dell, Toshiba and HP in the first half of the year took the lead in provoking price reduction operations. Domestic manufacturers began to follow up in the second half of the year. Basic price cuts were more than 3,000 yuan, the price reduction, unprecedented. The price war makes the domestic laptop price generally falls around 10%. Consumers can get the most realistic benefits to buy laptops to save about 3,000 yuan.
6. Technology competition is increasingly focusing on market competition
Although price war is still a powerful weapon that is unbearable in market competition, manufacturers are increasingly aware of the decisive role of technical advantages in competition. Or the most intense laptop with price wars as an example, the leading role of technology advantage in market competition is increasingly obvious. In 2002, the maximum highlight of the technology advancement of notebook market is GPRS, Tianyi Tong and other wireless Internet technology applications on laptop, making laptops to be able to move high-tech products that are capable of moving office. GPRS wireless technology is pushed to the market, and Fang Zheng has launched a Summer and S2000 laptop. This is the first integrated GPRS module in China. It has realized laptops that log in to wireless WANs anytime, anytime, not only makes people get rid of the network cable, but also get rid of the limitations of the wireless local area network, but also make the notebook application into the wireless WAN era. Lenovo Zhaoyang, quickly follow up, and Lenovo should use Lenovo's GPRS card. If you apply for China Mobile's GPRS service, you can use it in 138 cities across the country, and wirelessly access the Internet anytime, anywhere. The technical rapid response makes the two products of Fang Zheng and Lenovo have been very successful in the market. Third, China's computer market development trend
After more than 20 years of rapid development, the China's computer market has begun to scale, look forward to the future, product technology, market structure, regional structure, marketing channels, user needs, etc. have emerged.
1. The development of IT technology will continue to innovate along the network, fusion, and personalized trends.
Unlike the network, the network of future IT products is more important than wireless connection and broadband. According to a report of the Gartner Group: During 2007 to 2010, wired connections will make step wireless connections, and wireless connections will dominate in the connection market and become the main connection. Based on broadband, technical products for wireless applications will be large. Due to the universal application of digital products, the integration of IT products and home appliances will become an important trend in the development of future consumer electronics. Enter the digital age, with the continuous advancement of digital technology, the dazzling digital products and digital applications have started to rise. The civilized chemicals of digital entertainment makes more ordinary families into digital big tides, these non-professional users are eager to easily experience digital life like enjoying home appliances, and they want to be self-disciplined from scientific computing PCs to get rid of the traditional constraints, draw home appliances Easy to use advantages. The advancement of technology and the demand for users are injected into new strong power into the fusion of PC and home appliances. Fashion, personalization is another trend characteristic of China's consumer electronics development. "Fashion" has become the basic attributes of consumer electronics, but consumer electronics that truly meet the consumer market characteristics must not only spend their own efforts in "fashionability", "personalized demand" is also not ignored. The CCID consultant's personal demand survey data indicated that the demand of different user groups also had large differences, and the market for individual users contains huge growth space.
2. The growth of hardware market has slowed down, the price decline, and the focus of China's computer market compete to software and information service.
Over the past 10 years, China's computer market has always been a hardware to occupy an absolute mainstream market. Even after years of software and information services, the current hardware market still accounts for 67.2% of the overall market, but from total development trends In view, the growth rate of hardware market gradually decreases. Since 2000, the growth of hardware market has been lower than the overall market growth, and it is far lower than the growth of software and information services. Therefore, the proportion of hardware in the overall market is constantly declining, but the current proportion is still high compared to the current status of 50% of the overall market with IT applications. From the needs of IT users, traditional users such as financial, telecommunications have basically completed hardware infrastructure, software and information services will become the mainstream of future demand, which promotes "softization" in China's computer market. While the overall share of the hardware market decreases, accompanied by a sharp drop, the sales volume of the extension, the sales volume of the display, scanner and printer increased by 18.6%, 11.8%, 23.4% respectively, and sales only increased by 31 respectively. .%, 4.1%, 4.6%, sales and sales growth gaps are obvious. The continuous reduction in prices further hardware compresses the manufacturer's profit margin, and competition is more cruel. The average profit in the software market is significantly higher than the hardware market. In order to enter the healthy development of the company, many hardware manufacturers have selection to software and information services, and the market competition is gradually transferred to the software and information service market. Table 3 2001-2002 Hardware, Software and Information Services Market Growth Status Product Category 2002 Sales (100 million Dollars) Growth Rate (%) Sales (100 million) Growth Rate (%) Hardware 1425.5 14.0% 1584.1 11.1% Software 285.0 23.9% 345.0 21.0% Information Services 323.1 24.4% 429.3 32.9% Total 2033.6 16.8% 2358.4 16.0%
Data Source: CCID 2003, 02
3, the rapid spread of digital consumption products will promote the transformation of the IT industry to the consumer-led industry
Digital applications will become the driving force for driving consumption IT advancement. The rapid spread of digital products in the past has gradually been resolved. In the operation interface and in the way, with more domestic manufacturers' intervention and foreign brands in China in depth, it is more in line with Chinese operating habits and practical methods. . With the development of technology, the complex operation of digital products has gradually been away from us, and the ease of use of digital products has increased. In addition, high prices of digital products will gradually be accepted by domestic ordinary users with the maturity of technology and localized production, and can foresee the future digital consumer product market will show a rapid growth momentum and huge market potential.
4, marketing channels will be increasingly differentiated, showing diversified, subdivided, practical development trends
On the one hand, through low-end retail stores, stores, Internet and telecom channels cover the majority of personal consumers and SME markets, the other side, through high-end channels that provide specialization, high efficiency, high value-added services to cover industry users. The increasingly fierce market competition enables manufacturers to survive and develop huge pressure. The original model of the channel system is increasingly difficult to adapt to the rapid development and changing market competition. The manufacturers will be forced to abandon the cured channel model, The channel tissue model for steering and maximizing practical, flexible and effectiveness. Future channel models cannot be described in conventional vocabulary such as simple distribution systems and flatization, etc., in order to replace modern vocabulary such as diversification, segmentation, and practical use. If the expansion of IT channels to OA channels, the comprehensive application of various direct sales means, abstract infusion of channel culture. Manufacturers need to take higher levels of means and methods to enable channels to effectively integrate into the enterprise, thereby achieving effective control. Such as the infusion of brand awareness, the infiltration of corporate philosophy, the communication, sales and service training of company culture, the establishment of channel communities, etc. In short, the construction and improvement of marketing channels will eventually be carried out around "maximize the effect", and the manufacturer's decision will be more complex and full of variables. 5. Service is the product's concept will gradually prevail, so that the service will develop by differentiation to normalize the standardization direction, the service will tend to be specialized, branded
In recent years, as the service economy has become the direction of the IT industry, the manufacturer's understanding of the service is also deep. Especially after continuous price war, the manufacturer's profit margin is increasing, how to get a value-added profit becoming a key thinking of manufacturers on the basis of product profits. Service is undoubtedly adapted to this manufacturer, but also adapts the user's trend to service. Moreover, with the introduction of the "three-pack service" norms of the relevant departments of the state, the trend of manufacturers after-sales service is gradually strengthened. The introduction of the three-package service further standardizes the responsibility and cost of manufacturers in after-sales service. From the surface, it seems to cut some profits of the manufacturer and bring costs, but also reflects the difference in various manufacturers. Various disadvantages exist. As the service of the profit source is originally referring to the value-added part of the service, that is, the value-added service, and the profit from normal after-sales service is to infringe consumer interests. Therefore, in the long run, the further standardization of after-sales service is conducive to the development of the entire industry to health.
6. Policy factors drive the development of the western market, the prosperity of commercial markets drive the development of the eastern market, thereby forming two levels of central regional market
The regional market has always been the focus of various manufacturers. Maintaining the competitiveness of the market market, maintaining the balanced development of itself in different regional markets is a sign of success in the Chinese market. In the next few years, the growth of the eastern region (East China, South China) and the western region (Northwestern, Southwest) will be higher than the average growth of the entire Chinese market; the growth of China and the Northeast market slows down; the growth rate of North China enters the relative stable stage. In the Yangtze River Delta (East China) and the center of Guangzhou, Shenzhen, the Pearl River Delta, which is a rapid growth of SMEs, and multinational companies will continue to promote investment growth in local information technology. At the same time, local IT investment benefits have begun Appearing, the low-level (3, 4) IT market is started, which will make the overall IT investment growth of the entire eastern market than the market average, and its market size will be further expanded, and become the most active area of China IT investment. Under the promotion of the national development strategy of the western region, large-scale national investment will drive the rapid development of non-commercial markets such as government, education, thus becoming two major center of central regional market in the next few years.
7. The entire industry market will form a large-scale commercial market, SME commercial market and non-commercial market three-legged competition.
