This document summarizes the China PC market outlook for 2010 from a research report published in May 2010 by IDC. Some key points: - PC shipments in China are expected to reach 2 billion units by 2010, signifying the arrival of the digital era in China. Notebook PC shipments are forecasted to reach 51% of the total China PC market in 2010. - The Chinese economy is expected to continue strong growth in 2010, with GDP growth projected between 9.5-11%. However, rising commodity prices may lead to higher inflation. - Within the IT industry, the consumer market is expected to continue driving growth, while the enterprise market remains steady. The notebook and mobile computing segments are seen

1. China PC market update 2010
March
ANTONIO WANG
RESEARCH MANAGER
© IDC May-10 1

2. China PC Shipment and Growth,1995—2013
© IDC May-10

3. 2亿以上的PC保有量，意味着中国数字
时代的到来…
2003年：0.5亿 2006年：1亿 2009年： 1.9亿
2013：3.7亿
© IDC May-10

4. 3.7亿的保有量的时候，意味着什么？
2006 （1亿） 2010（2亿） 2014（4亿）
移动商务 虚拟化 数字转型 低碳经济
梦想已经成真
多核时代 整合化 可持续发 嵌入式技
展 术
新的感念进入
Printer 行业解决
2.0 方案 云计算 智能化 过渡期
© IDC May-10

5. IT产品中消费占比逐年提升
全球PC消费变化趋势 中国PC消费变化趋势
80% 80%
70%
70%
60%
60%
50%
50%
40%
40%
30%
30%
20%
20%
2007 2008 2009 2010 2011 2012 2013 2014
2007 2008 2009 2010 2011 2012 2013 2014
商用 消费
商用 消费
亚太区PC消费变化趋势
80%
70%
60%
50%
40%
30%
20%
2007 2008 2009 2010 2011 2012 2013 2014
商用 消费
© IDC May-10

6. 个人将拥有多台终端
显示尺寸
© IDC May-10

7. Macroeconomic
© IDC May-10 7

8. 中国经济2010年的第一个关键词是
“长”，即中国GDP仍将高速增长
2010 China GDP Growth Forecast
12.0%
11.0%
 2010年固定资产投资增
10.0% 10.0% 10.0%
10.0% 9.6% 9.50%
9.9% 长速度仍将超过25%
9.0%
 2010年社会消费零售总
8.0%
额的增长约15%左右
6.0%  2010年出口在将会恢复
增长，但进口也会增
4.0% 加，贸易顺差比2009年
仍将有所下滑，对GDP
2.0% 的增长贡献仍将是负值
0.0%
EIU World IMF DRC CAS CICC Anbound Average
Bank
• DRC: Development Research Center of the State Council - 国务院发展研究中心
• CAS： China Academy of Sciences - 中科院
• CICC：China International Capital Corporation - 中国国际金融公司
• Anbound：安邦咨询公司
© IDC May-10 8

9. 中国经济2010年的后2个关键词是 “涨”、“胀”，
即中国的资产和原材料价格将上涨，通货膨胀不可避
免
受益行业（多数价格将上涨）
China CPI and PPI – 2008-2010
汽车销售持 CPI (Consumer Price Index)
续看好 PPI (Producer Price Indexes)
钢铁、橡胶、塑 12.0
料、汽车电子、 10.0
零部件、能源 8.0
6.0
5.0
4.0
3.1
2.0
房地产价格不 0.0
会显著下降
Oct/08
Oct/09
Dec/08
Dec/09
Jan/08
Jun/08
Jul/08
Jan/09
Jun/09
Jul/09
Jan/10
2010
Feb/08
Mar/08
Apr/08
Feb/09
Mar/09
Apr/09
Aug/08
Sep/08
Nov/08
Aug/09
Sep/09
Nov/09
May/08
May/09
-2.0
钢铁、水泥、 -4.0
建材、家居、 -6.0
建筑、能源 -8.0
-10.0
Source: 国家统计局，EIU，2010.2
© IDC May-10 9

10. 政府主导的产业结构调整
也将产生新的IT商机2010年宏观经济政策：从保增长到促转变
 制造业的两化（服务化和信息化）与制造业向内地的转移
– 以信息化为依托，实现各级政府部门倡导的制造即服务（MAAS，
Manufacture as a Service）的理念，实现云制造
– “十二五”期间中国制造业信息化的定位是：首先为主导产业发展提供信
息支撑与服务；其次是要从信息工具推广向提供综合信息解决方案发展；
第三是要从设计、制造环节向产品全生命周期管理发展。其核心是围绕
“服务增效”展开
– 制造业向内地转移重点关注区域：安徽、河南、陕西、重庆、武汉、长沙
 推进三网融合
– 2010年至2012年重点开展广电和电信业务双向进入试点，探索形成保障三
网融合规范有序开展的政策体系和体制机制。
– 2013年至2015年，总结推广试点经验，全面实现三网融合发展，普及应用
融合业务，基本形成适度竞争的网络产业格局
– 2010年会在10个城市试点（可能的候选城市是：杭州、深圳、上海、南京、
广州、重庆、沈阳、武汉、成都、昆明、长沙）
© IDC May-10 10

11. 无论中国还是美国，企业对2010年的IT投资
仍较乐观
2009/2010 FutureScan Index Comparison
1100 1067 1068
1065 1063 1066 1065
1045
1022
1000 1053
986 979 1034 1038
1000 970 1022
1011
986
966
900 927 942 934 943 939
924
800
700
600
500
Sep
10-Jan
Feb
June
Jan
Apr
Oct
July
Aug
Nov
Dec
Mar
May
China US
© IDC Source: IDC FutureScan, 2010.01 May-10 11

12. 中国2010年IT市场由于消费IT产品的拉动，增长仍然
强劲，企业IT市场增长平稳
China IT Market Scope:
•PC, Peripheral, Server, Network,
Storage, Software, Service, Other
Add-on Hardware
© IDC Source:: IDC Worldwide Black Book, V2009Q3 /Q4 May-10 12

13. 9 Economic Zones
《黄河三角洲高效生
态经济区发展规划》
《珠江三角洲地区改
革发展规划纲要
(2008-2020)》
© IDC May-10 13

14. Key Coverage of the 9 Economic Zones
No. Name Coverage Key Focus
1 《珠江三角洲地区改革发展规划纲要 环珠江三角洲地区是指粤东、粤西、粤北及周 高科技科产业、先进制造业、
(2008-2020)》 边省、区的相邻地区。 现代服务业
2 《关于支持福建省加快建设海峡西岸 海峡西岸经济区东与台湾地区一水相隔，北承 对接台湾制造业、文化旅游产
经济区的若干意见》 长江三角洲，南接珠江三角洲 业
3 《江苏沿海地区发展规划》 江苏沿海地区地处中国沿海、沿长江和沿陇海 先进制造、生产性服务业、现
兰新线三大生产力布局主轴线交会区域，是长 代农业、物流业
江三角洲的重要组成部分
4 《关中-天水经济区发展规划》 陕西省西安、铜川、宝鸡、咸阳、渭南、杨凌、 先进制造、现代农业
商洛部分县和甘肃省天水所辖行政区域
5 《辽宁沿海经济带发展规划》 包括大连、丹东、锦州、营口、盘锦、葫芦岛 航运与物流、装备制造业
等沿海城市在内的辽宁沿海经济带，地处环渤
海地区重要位置和东北亚经济圈关键地带
6 《横琴总体发展规划》 珠海市横琴岛地处珠江口西岸，毗邻港澳，与 高科技、旅游、现代服务业
澳门隔河相望
7 《中国图们江区域合作开发规划纲要》 吉林省长春市、吉林市部分区域和延边州（简 新型工业、现代服务业、现代
称长吉图）是中国图们江区域的核心地区 农业
8 《促进中部地区崛起规划》 包括山西、安徽、江西、河南、湖北和湖南六 农业、能源与原材料、装备制
省在内的中部地区 造业、交通运输
9 《黄河三角洲高效生态经济区发展规 位于渤海南部黄河入海口沿岸地区，包括山东 生态农业、旅游业
划》 省的东营、滨州和潍坊、德州、淄博、烟台市
的部分地区，共涉及19个县(市、区)
© IDC May-10 14

15. Form Factor
© IDC May-10 15

16. Momentum for Desktop Replacement
China PC Product Mix by Unit Shipment • Notebook PC is forecasted to
reach 51% of total China PC
market in 2010, and it will reach
100%
over 70% in 2014. No doubt
Notebook PC is the key market
16%
90% 19% 21% 22%
26%
driver for the next 5 years.
28% 31% 33%
80% • It’s expected notebook PCs to
contribute close to 60% of total
70%
consumer PC shipments and
44% 33% 29%
60% 41% 26% 24% 21% Commercial NB
almost 80% by 2014
19%
50%
Commercial DT • While desktop PC remains
Consumer NB significant in commercial market,
40% Consumer DT 43% of notebook PCs in 2010 and
11% 29%
15% 24% 31% 33%
reaching 63% by 2014.
30% 36% 38%
• With lacking of applications and
20%
30%
content for All-in-One (AIO) PCs,
25% 22% forecast for AIO remains
10% 21%
17% 14% 12% 10% conservative, but the market may
0% change quickly once more related
2007 2008 2009 2010 2011 2012 2013 2014 applications and content available
© IDC May-10

17. Change of Forecast
Q4 09 Revised Forecast
Unit Shipm ents Grow th
New FF 2007 2008 2009 2010 2011 2012 2013 2014 2008 2009 2010 2011 2012 2013 2014
Consum er DT 10,755,652 10,040,776 10,458,882 12,629,927 12,754,912 12,521,327 12,452,535 12,231,480 -7% 4% 21% 1% -2% -1% -2%
Com m ercial DT 16,014,602 16,266,579 15,939,305 17,460,316 19,179,350 20,761,269 22,093,064 23,201,133 2% -2% 10% 10% 8% 6% 5%
Consum er NB 3,815,762 5,922,201 11,473,596 17,383,193 22,577,595 28,944,942 36,603,195 45,753,993 55% 94% 52% 30% 28% 26% 25%
Com m ercial NB 5,615,993 7,337,549 10,069,074 13,247,771 18,708,995 24,614,578 31,725,339 40,114,366 31% 37% 32% 41% 32% 29% 26%
Total 36,202,008 39,567,104 47,940,857 60,721,207 73,220,851 86,842,116 102,874,132 121,300,972 9% 21% 27% 21% 19% 18% 18%
Forecast on Q3 09 Result
New FF 2007 2008 2009 2010 2011 2012 2013
Consum er DT 10,755,652 10,040,776 10,366,538 11,047,547 11,004,407 10,802,653 10,743,654
Com m ercial DT 16,014,602 16,266,579 15,898,672 16,804,104 18,993,102 20,585,965 21,920,365
Consum er NB 3,815,762 5,922,201 11,085,694 15,717,267 20,415,121 26,180,517 33,103,663
Com m ercial NB 5,615,993 7,337,549 10,103,174 12,948,530 18,540,858 24,423,246 31,513,385
Total 36,202,008 39,567,104 47,454,078 56,517,447 68,953,487 81,992,381 97,281,067
% Change
2007 2008 2009 2010 2011 2012 2013
Consum er DT 0% 0% 1% 14% 16% 16% 16%
Com m ercial DT 0% 0% 0% 4% 1% 1% 1%
Consum er NB 0% 0% 3% 11% 11% 11% 11%
Com m ercial NB 0% 0% 0% 2% 1% 1% 1%
Grand Total 0% 0% 1% 7% 6% 6% 6%
• Q4 09 actual shipments came out 4% higher than forecast, market remains strong. Forecast
for 2010 to 2013 increase by 6-7% with the education program and rural sales program.
• Major changes are in consumer market for both desktop and notebook, only slight
adjustment for commercial PCs
• IDC estimated 2.6 millions of additional consumer desktop PCs will be shipped in 2010 with
the government rural program. After that the growth will remain steady.
• With the revised forecast, Notebook PCs remains strong growth.
© IDC May-10

18. AIO market forecast
1600 1,412 1,466 700%
Thousands
1400 1,304 600%
1,183
1200 500%
1000 801 400%
800
300%
600 421
400 200%
200 59 100%
0 0%
2,008 2,009 2,010 2,011 2,012 2,013 2,014
Units Growth
AIO Shipments by Comsumer VS Commercial
AIO 4Q 09unit shipment share
160 Lenovo
140 Apple
120 HP
Thousands
100 Dell
80 Founder
60
MSI
40
BenQ
20
Tongfang
0
Other
2008Q1 2008Q2 2008Q3 2008Q4 2009Q1 2009Q2 2009Q3 2009Q4
Consumer Commercial
© IDC May-10 18

19. IDC expect that mini notebook show
mix down trend
Mini-notebook Forecast 2008-2013
Mini-notebook Forecast 1Q08-4Q10
© IDC May-10 19

20. Competition by Screen Size-Summary
As key telecom carriers move their resources into smart phone and 3G bundle program with mini
notebook showed decreased trend so <12” market shrank in recent quarter.
CULV development brought the market growth to 13” size market.
14” size market always is the mainstream and gain 2 points market portion compare last year.
Screen Size Mix
100% 0% 0% 0% 0% 0% 0% 1% 1% 1% 1% 1% 1%
11% 9% 8% 8% 6% 5% 5% 5%
14% 13% 15% 13%
>15.9 90%
80%
15.0-15.9
70%
60% 69% 68% 68% 70%
14.0-14.9 68%
71%
67% 69% 75% 76%
50% 69% 72%
13.0-13.9 40%
30%
12.0-12.9 5%
6% 6% 8%
20% 5% 8%
7% 8% 7% 4% 4%
7% 6% 6% 4%
10% 6% 7%
<12.0 10% 8% 16% 14%
9% 8% 7% 6% 6% 12% 13% 12%
2% 2% 2% 2% 5%
0% 1% 1%
2007Q1
2007Q2
2007Q3
2007Q4
2008Q1
2008Q2
2008Q3
2008Q4
2009Q1
2009Q2
2009Q3
2009Q4
© IDC May-10 20
Page

21. Pressure of Price
1100
IDC notebook vs desktop ASV trend
1000 1,014
991
954
900
862
844
830
800 809
796 793
762
748
US$ 460 733 728 724 725
700 693
666
636 640
600 609
581
564 559 561
540 535 536 544 538 547
523 533 522 530
517 512
500
400
1
2
3
4
1
2
3
4
1
2
3
4
Q
Q
Q
Q
Q
Q
Q
Q
Q
Q
Q
Q
08
08
08
08
09
09
09
09
10
10
10
10
20
20
20
20
20
20
20
20
20
20
20
20
Consumer DT Commercial DT Consumer NB Commercial NB
© IDC May-10

22. Segment and vertical
© IDC May-10 22

23. Consumer Segment Continues to Lead
China PC Market Growth
China PC Shipments Share by Segment
100%
8% 7% 7% 6% 5% 5%
11% 10% 4% 4%
90% 5% 5% 5%
6% 6% 5% 4% 4%
7% 5% 5% 5%
80% 6% Education
7%
70%
34% 36% 37% 39% 39%
35%
60% Government
36% 37%
50%
40% Large Business
(500+)
30%
46% 49% 48% 48% 48% 48%
20%40% 40% SMB (<500)
10%
0% Home
7
8
9
0
1
2
3
4
00
00
00
01
01
01
01
01
2
2
2
2
2
2
2
2
© IDC May-10

24. Segment forecast analysis by desktop
Desktop YoY Growth
Segment 2009 2010 2011 2012 2013 20142010/2009 2011/2010 2012/2011 2013/2012 2014/2013
Home 10,458,882 12,629,927 12,754,912 12,521,327 12,452,535 12,231,480 21% 1% -2% -1% -2%
Small Office (1-9) 4,448,448 5,008,139 5,522,697 6,082,318 6,568,904 6,991,858 13% 10% 10% 8% 6%
Small Business (10-99) 2,981,311 3,231,356 3,541,127 3,914,947 4,215,769 4,444,971 8% 10% 11% 8% 5%
Medium Business (100-499) 1,950,411 2,130,458 2,293,139 2,482,238 2,631,172 2,735,242 9% 8% 8% 6% 4%
Large Business (500-999) 1,099,797 1,196,516 1,275,826 1,369,360 1,440,836 1,475,443 9% 6.6% 7.3% 5.2% 2.40%
Very Large Business
(1000+) 610,122 668,410 729,618 813,230 867,419 896,921 10% 9% 11% 7% 3.40%
Government 1,709,081 1,792,810 1,970,638 2,126,629 2,237,516 2,359,991 5% 10% 8% 5% 5%
Education 3,140,136 3,432,628 3,846,305 3,972,547 4,131,448 4,296,706 9% 12% 3% 4% 4%
Grand Total 26,398,187 30,090,243 31,934,261 33,282,596 34,545,599 35,432,613 14% 6% 4% 4% 3%
SME 9,380,169 10,369,953 11,356,963 12,479,503 13,415,845 14,172,072 11% 10% 10% 8% 6%
VLB/LB 1,709,919 1,864,926 2,005,444 2,182,590 2,308,255 2,372,364 9% 8% 9% 6% 3%
Consumer 40% 42% 40% 38% 36% 35%
Commercial 60% 58% 60% 62% 64% 65% 10% 10% 8% 6% 5%
Com'l (w/o edu/gov) 11,090,087 12,234,879 13,362,407 14,662,093 15,724,099 16,544,436 10% 9% 10% 7% 5%
•Consumer Market: Go to rural market project(200k+), New CPU, new form
factor(AIO， small pc)
•SME market : The economic recovery , especial in South China. The society of
healthcare, traffic pick Up. Reduce tax police.
•VLB/LB: Budget release for large business, Telecom and big manufacture
enterprise. Smart electric fence （30K+）, 卡式电表更换（15K+）, intelligent traffic .
Call center
•Gov/ Edu: 远程教育3期, 文化共享工程 （120K+），公检法， 税务部门采购。
© IDC May-10 24

25. Segment forecast analysis by notebook
Portable YoY Growth
Segment 2009 2010 2011 2012 2013 20142010/2009 2011/2010 2012/2011 2013/2012 2014/2013
Home 11,473,596 17,383,193 22,577,595 28,944,942 36,603,195 45,753,993 52% 30% 28% 26% 25%
Small Office (1-9) 3,201,070 4,305,545 6,838,469 9,292,516 12,359,047 16,066,761 35% 59% 36% 33% 30%
Small Business (10-99) 2,645,036 3,567,505 5,012,168 6,899,742 9,203,285 11,780,204 35% 40% 38% 33% 28%
Medium Business (100-499) 1,669,660 2,155,170 2,868,210 3,677,107 4,633,155 5,791,443 29% 33% 28% 26% 25%
Large Business (500-999) 571,747 744,895 938,686 1,174,941 1,447,727 1,751,750 30% 26% 25% 23% 21%
Very Large Business (1000+) 313,015 406,263 491,226 562,938 645,822 768,528 30% 21% 15% 15% 19%
Government 971,715 1,236,054 1,565,657 1,890,451 2,196,819 2,592,247 27% 27% 21% 16% 18%
Education 696,831 832,338 994,580 1,116,883 1,239,485 1,363,434 19% 19% 12% 11% 10%
Grand Total 21,542,670 30,630,964 41,286,589 53,559,520 68,328,533 85,868,359 42% 35% 30% 28% 26%
SME 7,515,766 10,028,220 14,718,847 19,869,365 26,195,486 33,638,408 33% 47% 35% 32% 28%
VLB/LB 884,762 1,151,159 1,429,912 1,737,879 2,093,548 2,520,277 30% 24% 22% 20% 20%
Consumer 53% 57% 55% 54% 54% 53%
Commercial 47% 43% 45% 46% 46% 47% 32% 41% 32% 29% 26%
Com'l (w/o edu/gov) 33% 44% 34% 31% 28%
•Consumer Market: Rural and lower tier cities , the 2nd PC user
•SME market: 101 project for manufacture。The economic recovery. 农信社，城市商业银行
（also buy the desktop）。Media company
•VLB/LB: traffic project
•Gov/ Edu: School line change to notebook. Private school . Teacher notebook market.
© IDC May-10 25

26. Vertical forecast analysis by desktop
The vertical desktop market forecast
Vertical 2008 2009 2010 2010 mix 2014 09 Growth 10 Growth
-4% 10%
Education 3,275,728 3,134,636 3,432,628 20% 4,296,706
5% 8%
I café 2,988,706 3,131,711 3,378,483 19% 4,348,953
-11% 8%
Manufacture 3,097,099 2,765,812 2,979,226 17% 3,780,117
0% 5%
Government 1,701,970 1,703,548 1,792,810 10% 2,359,991
-5% 9%
Other Services 1,238,177 1,172,919 1,281,321 7% 1,759,098
-2% 13%
Telecom 1,068,134 1,049,928 1,188,385 7% 1,646,612
-1% 12%
Finance 1,001,809 987,624 1,106,598 6% 1,539,881
20% 24%
Healthcare 391,917 468,967 582,802 3% 921,700
2% 17%
Agriculture, Construction and Mining 372,425 380,446 446,272 3% 657,531
-4% 12%
Retail & Wholesales 365,350 349,204 390,054 2% 561,759
-6% 8%
Media 319,948 300,948 323,920 2% 467,782
-1% 16%
Utilities 289,514 287,334 332,910 2% 485,823
12% 29%
Transportation 155,803 174,139 224,908 1% 375,182
16,266,579 15,907,216 17,460,316 100% 23,201,133 -2% 10%
Total Business Desktop
© IDC May-10 26

27. Vertical forecast analysis by notebook
The vertical notebook market forecast
Vertical 2008 2009 2010 2010mix 2014 09 Growth 10 Growth
28% 35% 29%
Manufacture 2,163,410 2,914,345 3,768,222 11,725,907
20% 37% 34%
Other Services 1,443,927 1,983,854 2,651,906 8,460,988
10% 43% 35%
Telecom 665,396 953,790 1,289,112 4,148,803
9% 47% 34%
Finance 633,765 930,790 1,247,000 4,120,977
9% 26% 27%
Government 771,567 971,053 1,236,054 2,592,247
6% 30% 20%
Education 537,502 696,101 832,338 1,363,434
5% 46% 35%
Media 310,810 452,325 610,015 2,044,281
3% 48% 42%
Healthcare 212,287 315,201 448,700 1,623,792
3% 36% 35%
Retail & Wholesales 234,404 317,827 428,299 1,466,425
2% 41% 36%
Utilities 144,358 203,315 276,271 935,207
2% 49% 37%
Agriculture, Construction and Mining 132,402 197,478 271,417 924,972
1% 48% 45%
Transportation 87,722 129,834 188,437 707,333
7,337,549 10,065,913 13,247,771 100% 40,114,366 37% 32%
Total Business notebook
© IDC May-10 27

28. Vendors analysis
© IDC May-10 28

29. PC Market Summary
*,*,* : shipment M, share, YOY growth
Total PC CY2009
Very Large: >1000 employees
Large: 500-999 employees 48.0,100%,21.3%
Mid: 100-499 employees
Small Biz: 10-99 employees
Small Office: 1-9 employees Commercial Consumer
26.0, 22.0, 45.7%,
54.3%,10.3% 37.4%
MNA Named
SBC
14.5, 3.3,
MNC local others 4.2, 18.9%,
66.1%, 15.0%,
18.1, 3.6, 13.9%, 4.3, 16.7%, - -7.9%
63.2% 27.7%
69.4%,20.9% 1.7% 14.7%
Lenovo/Dell
/HP/Asus Others
/Acer
Top Top Other
13.0, 1.6,
30 600 s
89.1%, 10.9%,
Lenovo/Dell/HP 59.6% 100.3%
Founder Others Top Top
/Asus/Acer Others Others
2.6, 73.4%, 1.0, 26.6%, - 30 600
16.8,93.1%, 1.3, 6.9%, 13.3%
17.2% 24.1% Founder Others
21.5%
1.0, 2.3,
31.1%, 68.9%,
32.9% 25.4%
Very Small Small Very Small Small Very Small Small
Edu Gov Large Large Mid Biz Office Edu Gov Large Large Mid Biz Office Edu Gov Large Large Mid Biz Office
2.1, 2.1, 0.8, 1.4, 2.9, 3.7, 3.8, 1.0, 0.4, 0.06, 1.4, 3.4, 4.3, 2.4, 0.2, 0.03, 0.02 0.05, 0.2 0.9, 3.0,
12.8%, 12.4%, 4.9%, 8.4%, 17.0%, 22.2%, 22.3%, 36.9%, 16.3%, 2.3%, 5.4%, 13.1%, 16.7%, 9.2%, 4.8%, 0.6%, 0.4%, 1.1%, 3.9%, 19.7%, 69.6%,
6.2% 11.3% 7.9% 5.2% 16.8% 29.9% 49.2% 10.8% 16.9% 27.4% 9.5% 13.2% 24.2% 49.9% -23.6% -42.0% -17.4% -19.9% -27.1% -17.6% -11.8%
Very Small Small Very Small Small
Edu Gov Large Large Mid Biz Office Edu Gov Large Large Mid Biz Office
0.05, 0.06, 0.03, 0.08, 0.2, 0.4, 0.4, 0.4, 0.08, 0.005, 0.006, 0.06, 0.3, 0.2,
3.9%, 4.9%, 2.8%, 6.2%, 14.8%, 34.2%, 33.2%, 46.5%, 8.1%, 0.5%, 0.6%, 6.3%, 17.2%, 20.9%,
21.4% -5.7% 15.2% 11.3% 20.2% 11.7% 14.8% -22.8% -32.4% -60.8% -58.6% -29.9% -31.0% -9.5%
Source: IDC
© IDC May-10Slide 29

30. Desktop Market Competitive Analysis
Commercial DT Market by Vendor Share Consumer DT Market by Vendor Share
100% 100% Lenovo
Lenovo
90% 90% 21% 22% 24% 23% HP
27% 29% 28% 30% 25% 23% 24% 26%
31% 33% 33%
Founder
37%
80% 80% Founder
HP
11%
7% 9% 8% 10% 10% 13% Dell
70% 70% 9%
13% 12% Dell
16% 14% 7% 6% 6% 6% 6%
12% 7%
13% 14% 7% 8% Haier
60%
Tongfang
60%
7% 8% 14%
9% Tongfang
9% 11%
50% 8%
Acer. 50%
15%
11% Acer.
40% Haier 40%
Apple
30% Apple 30%
Hasee
Asus 45% 47% 47% 48% 45% 43%
20% 20%
33% 34% 30% 31% 31% 31% 37% 37%
MSI
26% 23% Great Wall
10% 10%
Others
Others
0% 0%
Q1
Q2
Q3
Q4
Q1
Q2
Q3
Q4
20 1
20 2
20 3
20 4
20 1
20 2
20 3
Q4
Q
Q
Q
Q
Q
Q
Q
08
08
08
08
09
09
09
09
08
08
08
08
09
09
09
09
20
20
20
20
20
20
20
20
20
© IDC May-10

31. Portable Market Competitive Analysis
Portable Market by Vendor Share MiniNotebook Market by Vendor Share
100% 100% Asus
Lenovo
14% 12%
17% 18% 18%
90% 90% Lenovo
27% 28% 30% 30% HP
31% 33% 32%
34%
14%
80% 80% Hasee
Asus 45%
21% 14%
5% 21% HP
70%
Dell
70% 29%
19% 11%
19% 7% Dell
60% 18% 17% 16% 19%
23% Acer 60% 84%
5%
19%
4% Samsung
50% Samsung 50% 100%
19%
Sony
40% Hasee 40%
1%
Toshiba
30% Sony 30%
Acer
Toshiba
20% 20%
0% Founder
Founder
10% 10% 18% 18%
Others
Others 9% 10% 10%
0% 0% 0%
0% 0% 1%
20 1
20 2
20 3
20 4
20 1
20 2
20 3
Q4
20 1
20 2
20 3
20 4
20 1
20 2
20 3
Q4
Q
Q
Q
Q
Q
Q
Q
Q
Q
Q
Q
Q
Q
Q
08
08
08
08
09
09
09
09
08
08
08
08
09
09
09
09
20
20
© IDC May-10

32. Portable Market Competitive Analysis
Consumer NB Market by Vendor Share Commercial NB Market by Vendor Share
100% 100% Lenovo
Lenovo
90% 90% HP
24% 23%
27% 29% 28% 25% 27% 29%
30% HP 34% 36% 36% 33% 36% 34%
80% 80% 39% Asus
Dell
70% 70% Dell
17%
Asus
22% 16% 18%
16%
21% 18% Acer
60% 23% 17% 60% 16%
Hasee 16% 16% 22%
21% 24% Sony
50% 50% 12%
21%
Samsung
10%
11% 10% Samsung
40% Acer
40% 10%
10%
14%
12% Toshiba
30% Sony 30%
Founder
20% Toshiba 20%
Apple
10%
Haier 10%
Others
Others 5% 4% 4% 5% 3% 4% 2% 3%
0%
0%
20 1
20 2
20 3
20 4
20 1
20 2
20 3
Q4
Q
Q
Q
Q
Q
Q
Q
20 1
20 2
20 3
20 4
20 1
20 2
20 3
Q4
Q
Q
Q
Q
Q
Q
Q
08
08
08
08
09
09
09
09
08
08
08
08
09
09
09
09
20
20
© IDC May-10

33. Geography (city level, provincial)
© IDC May-10 33

34. The Pursuit Of Parity – PC Market
Cities nearer to the coast have higher PC
penetration than in rural areas
Only 2 China Provinces have
achieved high penetration rate
These provinces have large household
base. However, PC IB is still low.
© Source:
IDC IDC, 2009 May-10

35. Shipments to Rural Areas
IDC大陆PC市场下乡项目预测 大陆PC市场各城市级别出货量同比增长率
800 709 708 30%
Thousands
700 616 642
600
Tier5
468 492
500
400
300
200 130
100 20%
0
2
3
4
1
2
3
4
Q
Q
Q
Q
Q
Q
Q
09
09
09
10
10
10
10
0
0
0
0
0
0
0
2
2
2
2
2
2
2
PC下乡销售量
10%
2009Q3PC下乡项目市场份额（引用政府公布信息）
Others
HP
Tier2
Tongfang 2%3%
10%
Lenovo
0%
40%
1
2
3
4
1
2
3
4
1
2
3
4
Founder
Q
Q
Q
Q
Q
Q
Q
Q
Q
Q
Q
Q
08
08
08
08
09
09
09
09
10
10
10
10
19%
20
20
20
20
20
20
20
20
20
20
20
20
Haier
-10%
26%
1 2 3 4 5 6
© IDC May-10 35

36. Tier 4-6 and rural market are the future
1H 09 PC 2013 Forecast PC
2009 vs.2013 Tier 1-6 Cities Market Share Household Installed Base Installed Base per
per 100 HH 100 HH
100%
9% 11%
Rural 155M 0.1 5.7
90%
16%
80% 21%
70% Tier 4-5 12.8
95M 1.2
17% Cities
Tier 6
60% 19% Tier 5
Tier 4
50%
22% Tier 3
Tier 2
40% 21%
Tier 1 Tier 2-3
Cities 50M 13.5 50.6
30% 10%
9%
20%
25%
10% 19%
Tier 1 Cities 30M 31.1 75.7
0%
2008 2013
© IDC May-10 36

37. Contact Me
Thank you!
Please email me at
anwang@idc.com
王吉平
© IDC May-10