China's 2Q08 Notebook Growth Jumps
47.5% In Challenging Environment
September 8,
2008Shipments of China's notebook computers jumped
to 1.9 million in 2Q 2008Q2, up 47.5% YOY, despite China's more restrictive
economic environment, declining equity markets, and recent natural
disasters. Lenovo leads in notebook
shipments for the quarter, while the top five vendors combined captured
71.4% shipment share.
Vendors continue their intense competition with rapid
product releases, upgrades, and improved promotional methods.
Dual-core has become the main configuration in China's
notebook market; while wider screens and larger capacity hard drives has
been the trend. Pre-installed Windows Vista notebook share has significantly
improved, but XP is still popular. Vendors are shifting from price
performance to products targeted to specific user segments and applications,
complemented by advertisements and promotions. Notebook designs are
increasingly reflective of user and application.
Dramatic growth in China's consumer sector, while
commercial slows.
Consumer sector notebooks grew 92.3% YOY for 2Q08, with
competition being more intense than that of the commercial sector.
Dell increased its consumer shipment share
with its emphasis on China retail channels development.
Samsung has also improved its position
with adjustment in its product and prices.
|
Notebook
Sectors |
2Q07 |
2Q08 |
Growth
YOY (%) |
|
Consumer Shipments
(thousands) |
470 |
904 |
9.5% |
|
Commercial Shipments
(thousands) |
816 |
993 |
2.7% |
|
Total |
1,286 |
1,897 |
2.7% |
source: ccid
consulting, July 2008
Due to China's
macro-economic environment and the Sichuan earthquake, businesses shifted
focus to their own business development and support for the earthquake,
which meant less notebook purchase growth. Government procurement was also
down, especially in the 2nd half of May. Moreover, as attention shifted
towards the Beijing Olympics, businesses reduced their purchasing activity.
However, China's health care, municipal traffic control and logistics did
have favorable development.
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