资源描述
SEC China010821BJ-IBM,*,Click to edit Master title style,Click to edit Master text styles,Second level,Third level,Fourth level,Fifth level,Unit of measure,*,Footnote,Source:Source,CONFIDENTIAL,PC Competitor Analysis:IBM,SAMSUNG ELECTRONICS CHINA(SEC China),This report is solely for the use of client personnel.No part of it may be circulated,quoted,or reproduced for distribution outside the client organization without prior written approval from McKinsey it is not a complete record of the discussion.,Aug,2001,SEC China010821BJ-IBM,OVERVIEW OF COMPETITOR ANALYSIS FRAMEWORK,4.,Value chain strategy,5.,Organization and ownership,6.,Financial performance,Focus on,Marketing,advertising and promotion,Distribution(channel and sales force),Organization structure,Ownership structure,Sales,Profit,2.,Strategy,3.,Product/market,Mission,Vision,Corporate strategy,Market position,Key product offerings,Key customers,Pricing,1.,Background information,Location,Managementteam,Starting year,Number of employees,Era analysis,1,SEC China010821BJ-IBM,BACKGROUND INFORMATION,1.,Background information,Location,Managementteam,Starting year,Number of employees,Era analysis,4.,Value chain strategy,5.,Organization and ownership,6.,Financial performance,Focus on,Marketing,advertising and promotion,Distribution(channel and sales force),Organization structure,Ownership structure,Sales,Profit,2.,Strategy,3.,Product/market,Mission,Vision,Corporate strategy,Market position,Key product offerings,Key customers,Pricing,2,SEC China010821BJ-IBM,IBM HAS GRADUALLY EXPANDED ITS PRESENCE IN CHINA,Location,Beijing,Managing director,Zhou Weikun,Starting year,1984(representative office),1992(IBM China Co.Ltd.),Number of employees,Over 3000,Key milestones,Set up IBM Customer Association in 1984,Opened Beijing,Shanghai,Shenzhen,Chengdu,Guangzhou,Nanjing,Xian,Chongqing offices,Established customer service network covering dozens of China major cities,Set up China purchasing center*in Shenzhen,Background information,*,IBMs purchase in china has increased from 30M USD in 1993 to 1B USD in 1998,Source:Literature research,3,SEC China010821BJ-IBM,BACKGROUND INFORMATION,4.,Value chain strategy,5.,Organization and ownership,6.,Financial performance,Focus on,Marketing,advertising and promotion,Distribution(channel and sales force),Organization structure,Ownership structure,Sales,Profit,2.,Strategy,3.,Product/market,Mission,Vision,Corporate strategy,Market position,Key product offerings,Key customers,Pricing,1.,Background information,Location,Managementteam,Starting year,Number of employees,Era analysis,4,SEC China010821BJ-IBM,GLOBALLY,IBM HAS DECIDED TO EXIT PC BUSINESS GRADUALLY IN THE NEXT SEVEN YEARS,Mission,To lead in the creation,development and manufacturing of the industrys most advanced information technologies,including computer systems,software,networking systems,storage devices and microelectronics,To translate these advanced technologies into value for our customers through our professional solutions and services businesses worldwide,Vision,To be no.1 player globally in information products,solution provider and service provider,*,IBMs PC business showed/surprising strength in revenue growth and profitability in the September quarter last year,Source:Literature research,Strategy,Shift product-oriented strategy to industry-oriented development strategy,Define E-commerce as focus of IBM business in China,Position PC as part of EoN(edge of the net)concept instead of a standalone product,Gradually exist*PC business in the next seven years globally by selling it to Dell with Dells promise to purchase IBMs components in return,2001 target,Increase revenue by 20%,*,IBMs PC business showed surprising strength in revenue growth and profitability in the September quarter last year,which would lessen the urgency to exit this business in the near term,Source:Literature research,5,SEC China010821BJ-IBM,Source:IDC,Desktop PC market share,Percent of units shipment(m),Others,IBM,Great Wall,Founder,Legend,100%=,4.5,6.6,Growth rate,percent,44.8,20.3,13.9,87.6,125.4,94.7,99,00,99,00,Growth rate,percent,100%=,2.9,4.8,68.5,24.9,170.6,193.5,121.6,128.5,65.0,18.8,Others,Founder,Dell,Acer,Legend,IBM,Toshiba,Notebook market share,Percent of units shipment(m),IBMs market share,IBM KEPT ITS MARKET POSITION IN NOTEBOOK,BUT ITS DESKTOP PC BUSINESS FAILED TO CATCH UP WITH TOTAL MARKET GROWTH,6,SEC China010821BJ-IBM,PRODUCT/MARKET,4.,Value chain strategy,5.,Organization and ownership,6.,Financial performance,Focus on,Marketing,advertising and promotion,Distribution(channel and sales force),Organization structure,Ownership structure,Sales,Profit,2.,Strategy,3.,Product/market,Mission,Vision,Corporate strategy,Market position,Key product offerings,Key customers,Pricing,1.,Background information,Location,Managementteam,Starting year,Number of employees,Era analysis,7,SEC China010821BJ-IBM,IBM IS RIGIDLY AND AGGRESSIVELY IMPLEMENTING TOTAL SOLUTION AND SERVICE PROVIDER STRATEGY IN PRODUCT O
展开阅读全文