The mobile phone business has ended, and Liu Qiang also talked about the current R&D status of tablet computers and is expected to be shipped in the second half of this year.

Then he moved into Bomi's laptop business.

The main reason why laptops are produced faster than flat panels is that Bomi mainly designs new molds, and all the spare parts inside are based on the now very mature supply chain. How Lenovo takes these spare parts, then Bomi will take them.

The cost may be a little higher than Lenovo, but the relevant cooperation agreements were also discussed last year.

Because there are many American suppliers involved, Bomi's laptop has obtained the right to sell in the United States.

This is also a very difficult thing, and Liu Qiang's team has been running a lot for this.

Simply put, if Bomi's smartphones were not too leading and had already had an impact on the local mobile phone industry in the United States and the electronic giants boycotted each other, Bomi's smartphones might also be sold in the United States.

On the other hand, Bomei insists on giving priority to domestic supply chains, which is one of the reasons why it has not been released in the United States.

But laptops are different.

Because there is nothing that everyone can crush others in this area. Technically, all manufacturers are similar. The fans should be broken, and the batteries, CPUs, memory, and integrated graphics cards they use are mostly supplied by these manufacturers, and the profits they can actually be obtained are very limited.

It all depends on your own ability, which is what Lenovo boss Shi Yanagawa said, human relationships are the most important. Interpersonal relationships can sometimes help you a lot, get cheaper prices, lower costs, and naturally have more profit margins.

Unfortunately, Bomi is a latecomer, so the cost is not reduced. On the contrary, among the same type and configuration products, Bomi's laptop costs are higher than Lenovo's.

It can be said to be a natural disadvantage.

Who made you a latecomer? You have not accumulated relevant connections, nor have you cooperated with you all over the world like Lenovo.

...

Anyway, Bomi's computers do not seem to have much advantage other than being beautiful, so the United States is quite tolerant of this. Since passing the review in the second half of last year, Bomi has successively laid offline sales channels in some big cities in Omi.

It can also bring profits to American suppliers and provide employment to the United States. The local government welcomes it with both hands.

Employment is a problem for all countries around the world.

As long as you do not affect the interests of local capitalists, there is nothing big of a deal.

There is still a reason why Cao Dewang was able to do the opposite and expand his territory in the United States. Many unemployed people in the local area have a relatively stable job because of the entry of Chinese companies.

Of course, it is right that you have to work overtime among Chinese companies.

...

"We can take a look at the total national computer shipments from January to December 2008."

Liu Qiang opened the PPT and displayed a set of data on the screen.

This set of data is the production and sales of all computers nationwide in 2008. Because Bomi did not conduct relevant laptop business last year, there is no Bomi in this set of data.

However, the reference value is still very important, and there are many contents worth analyzing.

In the past year, the total domestic production of desktop computers was 28.079 million units, a year-on-year growth rate decreased by 17.5%, and sales volume was only 7.682 million units, with a growth rate of -12.2%.

What does it mean?

This shows that global purchasing power is declining, or the impact of the financial crisis has caused the related PC market to shrink.

"The next one is laptop computer. In the past year, our country's total laptop production was 108.587 million units, a year-on-year growth rate of 25%, and sales of 101.114 million units, a year-on-year increase of 38.5%.

Oh, by the way, the sales volume here is the total sales volume worldwide.

I have not counted the global total PC production.

In 2008, the size of my country's laptop market exceeded 300 billion yuan, equivalent to 35.2 billion US dollars. We expect that by 2012, the size of my country's laptop market will reach 500 billion yuan.

Equivalent to US$62.5 billion.

And the global laptop market size should be, well... I look at it and it should be 1849.5 billion yuan, equivalent to 231.2 billion US dollars."

Why?

Cao Yang was a little surprised to see this set of data.

Because the data given by Liu Qiang is completely opposite to what he knows.

There are several abnormal factors in it.

First, the production and sales of laptops are higher than those of desktops.

According to Cao Yang's idea, he thought that the sales volume of desktop computers was similar to that of laptop computers.

It will even be higher.

After all, in Cao Yang's perception, at the same price, it is obvious that the cost-effectiveness of desktop computers will be higher. When he was a college student, he preferred to buy desktop computers rather than laptops.

From this point of view, it should be caused by survivor bias. After all, Cao Yang was surrounded by children from relatively ordinary families in his previous life. They all like to buy desktop computers, so Cao Yang believes that there must be more people buying desktop computers.

In fact, this is not the case.

This question is very interesting.

Why do laptops sell more than desktops, almost 4 times the sales volume of desktops?

Cao Yang thought about it himself and thought it might be because the user base of desktop computers is relatively small. Desktop computers are mainly used in corporate offices and college students, and only a small number of college students use computers.

After all, it is now 2009, and the popularity of college students' computers is not very high.

So who are the most people using computers?

Commercial personnel, state-owned institutions, enterprises... can be said to cover all walks of life. As long as they can make money, they basically have the need to use computers, but there is only a problem of more and less.

In this case, many people do not actually need such high gaming performance. On the contrary, portable, fast, able to work, and face are more important for them.

Another point is that the replacement rate of desktop computers itself is not very high. Companies equip employees with desktop computers, which usually change every 3 to 5 years. Unless it is a gaming industry like Bomi, because of high performance requirements, it is possible to replace more frequently for professionals, such as art, programmers... They need to develop next-generation products, so they have to give them the best equipment.

In order to control costs, other industries hardly replace computer equipment.

The same is true for college students to buy desktop computers. Unless they encounter games that cannot be carried or the computer is damaged, they can generally be used to graduate from college.

As for laptops, on the one hand, it is government procurement, and various units purchase them in a unified manner, and there is reimbursement, and it will not be replaced in vain. On the other hand, for business people, updating their laptops will make them more face when traveling on business.

For these business people, their purchasing power is stronger and their consumption power is higher, so the advantage of cost-effectiveness is at a relatively low-level purchasing judgment standard for them.

To some extent, having face will make it easier to promote the smoothness of negotiations.

Therefore, the replacement rate of laptops is higher than that of desktops, which is one of the reasons why laptops sell more.

Um……

That's probably true.

Second, the overall sales of laptops have not decreased but have increased a lot, which is completely opposite to his previous expectation that the total sales volume has declined after the financial crisis.

Cao Yang can understand that the sales volume and overall output of desktop computers have declined. After all, this is the case with the general environment. This part of the demand users basically don’t have much spare money in their hands, and their purchasing power will naturally decrease when they are impacted.

But why does the sales of laptops increase?

Moreover, Cao Yang looked at the report himself and seemed to have mentioned a similar situation.

Why is this?

Liu Qiang explained, "Last year, affected by the financial crisis, many brand manufacturers have significantly reduced prices worldwide in order to recover their health, and have also opened up many overseas markets. For example, Lenovo actively explored South America and Southeast Asia markets last year, and Indian markets...

Therefore, the overall sales volume has increased significantly.

However, the profit was very thin and there were even losses. Although Lenovo accounted for 28.75% of the total sales volume last year, it was a staggering sales volume of 29.07 million units, but it ended up losing 200 million US dollars throughout the year.

But if the price is not reduced, maybe you can't even sell the goods and you will only lose more.

So we believe that this aspect is more affected because 2008 was a bit special and its reference is limited."

So that's it.

Cao Yang nodded and finally understood.

...

Liu Qiang said, "In 2008, the global laptop scale was US$231.2 billion. Currently, China is still the world's largest computer product production area. With its domestic location and labor advantages, my country's notebook production is in the world's leading position.

Since 2008, the macroeconomic environment has caused consumers to decline in purchasing power, and the effects of stimulus policies such as home appliances going to the countryside and trade-in for new products have weakened. In addition, the rise of mobile terminals such as smartphones and netbooks has compressed the growth space of the desktop computer market, resulting in the domestic laptop market being on a downward trend for some time.

Since the first half of 2009, the rapid development of the domestic office field and the e-sports industry has provided some vitality to the desktop computer market and promoted a rebound in production.

In 2008, the demand market size of my country's laptop industry was approximately US$13.803 billion, accounting for 24.68% of the global share of US$55.917 billion. In the next few years, the domestic laptop industry will account for nearly 30% of the global share, which should be considered good news."

"The overall decline in laptop demand is mainly reflected in several points:

1. Cost advantage decreases

As the main manufacturing force of the domestic computer industry, complete machine manufacturers located near the Yangtze River Delta and the Pearl River Delta have gained a stable market share due to low costs. However, on the one hand, because upstream resources are monopolized by a few companies, the price fluctuations of memory and other spare parts have increased; on the other hand, with the economic recovery, labor shortages have occurred in the Yangtze River Delta and the Pearl River Delta, resulting in corresponding increase in labor costs.

At the same time, surrounding areas such as India and Vietnam are increasingly paying attention to the development of the electronic information industry, and their advantages in market, labor and policies are becoming increasingly apparent, which has had a certain impact on attracting foreign investment. As a result, the production costs of enterprises are increasing, affecting the space for profit growth, and the original low-cost competitive advantages of domestic PC manufacturers have weakened.

2. Risk of upstream dependence on some core components

At present, some domestic manufacturers do not have the ability to produce and develop core computer components. The R&D and production capacity of hardware core CPUs produced by computers are mainly monopolized by foreign manufacturers such as Intel and AMD, and the core operating system of computers is monopolized by foreign companies such as Microsoft. The development of Chinese PC complete machine manufacturers is greatly restricted by foreign monopoly giants, thus increasing production costs and reducing profitability.

3. PC prices decline, product profit shrinks

The gradual decline in prices is an inevitable trend in the development of the consumer electronics market. To obtain more profits and development space, it is necessary to expand scale and sales. In order to obtain greater sales, the profit margin of the product will inevitably be sacrificed. In the future, the profit margin of the PC market will gradually shrink. Manufacturers need to expand profit margins in other aspects, such as product personalized design, additional functions or reducing profit loss in sales links.

2. China's laptop market structure

From the current stage, the domestic laptop market structure can be clearly seen that the demand for laptops in the home field has declined, but in commercial offices and Internet cafes, the demand for e-sports fields has increased significantly. In 2008, in the Chinese laptop industry, the demand for laptops in the commercial offices and e-sports fields accounted for as high as 69.76%.
To be continued...