Gartner：聯想明年將成中國第一大智能手機生產商

Gartner Reveals Top Five IT Predictions for China in 2013 and Beyond
Enterprise spending on IT in China to reach US$117.8 billion in 2013

Beijing, PRC, November 20, 2012—
Technology and research advisory firm Gartner, Inc. has  published its top five IT predictions for China in 2013 and beyond, as China’s IT market undergoes major transformation, especially in cloud and mobility. Analysts said that although China’s IT market has similarities with the global IT market, it also faces challenges and opportunities that are very specific to the Chinese marketplace.

Enterprise spending on IT in China is forecast to grow from US$117.8 billion in 2013 to reach $172.4 billion in 2016, representing a compound annual growth rate of 8 percent, compared to a global growth rate of 3 percent over the same period, according to Gartner.

“In common with many emerging markets, cloud and mobile initiatives are hot and enterprises are also making progress in adopting virtualization technologies, a key stepping stone in the journey to cloud,” said Matthew Cheung, principal research analyst at Gartner. “Without the legacy systems that hamper many western enterprises, Chinese organizations have an opportunity to leapfrog in the adoption of new technologies. However, the current hype around cloud could also result in its failure to live up to market expectation in a few years time. In mobility, China is a market characterized by strong local flavors, especially in the fast growing smartphone and tablet markets.”

Gartner’s five key IT predictions for China in 2013 are in the markets of virtualization, smartphones, personal cloud, media tablets and public cloud services:

By 2013, Lenovo will become the top smartphone vendor in China.

Lenovo is the world’s top PC manufacturer, and the company’s mobile phone business has gained real momentum in China.. Its smartphone market share rose from 1.7 percent in 3Q11 to 14.8% in 3Q12, making it now the No. 2 smartphone brand, ahead of Apple (6.9 percent) and behind Samsung (16.7 percent). It is the only local smartphone player that can compete with global top brands in China, thanks to its household brand recognition, nationwide distribution, strong portfolio and reasonable pricing. The brand is positioned at the mid-to-lower end which will drive much of its future growth, and this is where global brands are less competitive. It will also gain share from open markets where its brand and distribution are better established than local competitors. These factors will help Lenovo achieve the top smartphone position in China, although its rise will not be without challenges.

(Gartner預計，聯想(00992)明年將會成為中國第一大智能手機生產廠。該機構指出，聯想手機業務在中國正在呈現增長勢頭，聯想在中國智能手機市場的佔有率由去年第三季的1.7%，飆升至今年第三季的14.8%，令其成為中國第二大智能手機生產商，僅次於佔有率達16.7%的三星。Garnter指出，聯想是唯一能與國際品牌競爭的中國本地手機生產商，聯想擁有高品牌辨識率、全國性的分銷網絡、強勁的產品組合及合理定價，由於定位在國際品牌競爭力較弱的中低端市場，相信可以帶動未來增長。聯想亦持續在公開市場取得市場份額，這是由於其品牌及分銷網絡較其他本地同業優勢。上述因素將助聯想成為中國第一大智能手機生產商，不過聯想仍會面對不少挑戰。)

By 2014, at least three personal cloud providers will extend the service to the TV.

Many personal cloud services today offer content access from computing devices that include the PC, mobile phones and tablets. Some device vendors enable content sharing between TV and mobile devices via apps and WiFi connection, but such service is limited to devices of the same brand and doesn’t make use of the cloud. Personal cloud services will break such limitation and bring content access and sharing across devices of different brands. Gartner expects at least three providers to extend their services to the TV by 2014. Going forward, providers will look for new areas of differentiation, and TV support will be one of those. This can also enhance the user experience where users can pause on one device and resume from the other. In the future, this can extend beyond media content to allow users to make calls, view emails and respond to text messages from the TV while they are away from computing devices.”

By 2016, shipments of media tablets will match shipments of mobile PCs in China

Media tablets are becoming much more affordable in China, and Gartner forecasts that the average price of media tablets in the country will drop from $262 in 2011 to $176 in 2016. This price drop will make media tablets more affordable and suitable personal devices than mobile PCs, and as a result, media tablet shipments will eventually match those of mobile PCs. Gartner predicts that shipments of media tablets will reach 57 million units in China in 2016, nearly matching mobile PCs at 58 million units. The adoption of media tablets is not limited to the consumer market. There is increasing media tablet demand from many different vertical markets such as hospitality, insurance, finance, retail transportation, education and others.

(Gartner又預計，中國市場的媒體平板未來會遠較目前實惠，平均價格會由去年的262美元(約2030港元)降至2016年時的176美元(約1364港元)。價格下跌會令媒體平板較手提電腦成為更實惠、更合適的個人裝置。因此，媒體平板的出貨量最終會與手提電腦看齊，到2016年時，中國媒體平板銷量預計為5700萬部，與手提電腦5800萬部接近。此外，媒體平板的應用並非局限在消費者市場，不同的垂重市場如醫院、金融、零售運輸、教育及其他市場對多媒體平板的需求亦有上升的趨勢。)

By 2016, 70 percent of x86 enterprise server workloads in China will be virtualized and 30 percent of them will be HVD workloads.

Currently, 60 percent of global x86 enterprise server workloads are virtualized. China is expected to follow a similar pattern and virtualized x86 workloads will grow from around 10 percent today to 70 percent in 2016. Similar to the worldwide trend, the growth of server virtualization in China will be fuelled by data center energy saving, floor space reduction and servers utilization as well as the path to private cloud. Growth of Hosted Virtual Desktop (HVD) workloads will outpace server workloads over the next few years. The growth in server virtualization and HVD market will impose significant opportunities for virtualiztion technology vendors, systems integrators and private cloud service providers, especially for those who have already built a local presence and delivery capabilities in China.

By 2016 at least 50 percent of today’s government-funded public cloud service providers in China will be out of the market

The Chinese government’s 12th five-year plan listed public cloud computing as a national-level strategic technology and the government has encouraged investment in the last five years by providing direct funding or policy incentives such as tax reductions. Around 10 provincial governments will build 30 large data centers of more than 1,000 square meters each to support companies by offering public cloud services locally.

In the short-term more government-involved public cloud computing service data centers will get online, but many of them will not be able to make their businesses profitable, and they will be forced out of the market – many by being sold to other providers – before they can expand. However, those suppliers who survive will have the opportunity to demonstrate a profitable business model or innovative differentiation. When deciding whether a cloud service provider should benefit from the government incentives, the government should carefully evaluate the cloud providers’ service capability and innovation capability and business model.

Additional information is available in the report ‘Predicts 2013: Strong IT Market Transformation in China’. The report is available on Gartner's website at http://www.gartner.com/resId=2242115



Contact:


Susan Moore
Gartner
+61 2 9459 4692
susan.moore@gartner.com


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