资源描述
单击此处编辑母版标题样式,单击此处编辑母版文本样式,第二级,第三级,第四级,第五级,*,CCID Consulting,中国,IT,与消,费,费电,子,子市,场,场趋,势,势展,望,望,赛迪,顾,顾问,股,股份,有,有限,公,公司,马翚,2003,8,28,TendencyofChinaIT&CEMarket,2003-2007,报告,内,内容,市场,现,现状,市场,预,预测,产业,趋,趋势,赛迪,建,建议,市场,回,回顾,MarketReview,日趋,平,平稳,的,的中,国,国,IT,市场,25.2%,16.8%,16.0%,100MRMB,TotalRevenue:1072.7YiRMB,100MRMB,GrowthRate:7.5%,SARS,导致,市,市场,增,增长,放,放缓,(2003H1),2003H1,中国,主,主机,产,产品,市,市场,(,出货,量,量,),TotalOfUnits:517,GR:10.4%,10KUnits,2003H1,中国,主,主机,产,产品,市,市场,(,销售,收,收入,),Product,2002H1,2003H1,GR(02-03),台式,PC,279.0,287.3,3.0%,PC,服务器,29.30,29.70,1.4%,笔记本电脑,55.10,69.07,25.4%,RISC,服务器,30.28,31.61,4.4%,Unix,工作站,8.3,8.5,2.9%,NT,工作站,2.39,2.58,8.0%,总计,404.3,428.7,6.0%,100MRMB,2003H1,中国,主,主要,外,外设,产,产品,市,市场,100MRMB,产品,Shipments,Revenue,GR(Units),GR(Revenue),手机,2,890.3,486.8,-0.7%,-2.1%,PDA,69.5,12.4,-21.6%,-26.2%,闪存盘,211.6,3.7,112.2%,48.0%,移动硬盘,19.7,2.5,36.9%,1.2%,数码相机,38.5,10.5,87.1%,45.4%,MP3,播放机,53.2,5.8,247.7%,166.8%,DVD,影碟机,675.2,51.6,58.8%,0.6%,彩色电视机,1,605.0,299.0,5.7%,8.7%,2003H1,中国,主,主要,消,消费,电,电子,产,产品,市,市场,出货,量,量：,万,万台,；,；销,售,售收,入,入：,亿,亿元,人,人民,币,币,2003H1,中国,网,网络,产,产品,市,市场,100MRMB,Share:77.8%,Share:12.1%,100MRMB,2003H1,中国,软,软件,市,市场,7.1%,66.7%,26.2%,Middle,Platform,APP.,MarketShare,Categories,中间,件,件软,件,件市,场,场规,模,模与,增,增长,2003,H1,中间,件,件软,件,件平,行,行市,场,场结,构,构,邮政,交通,能源,流通,媒介,科研,教育,政府,电信,医疗,制造,金融,-10%,-5%,0%,5%,10%,15%,20%,25%,30%,35%,0.0,2000,4000,6000,8000,28.4%,网络服务,34.9%,专业服务,36.0%,支持与维护,29.1%,IT Services,2003H1,中国,信,信息,服,服务,市,市场,100MRMB,03H1Rev.=72.1,亿元,人,人民,币,币,2003H1,中国,专,专业,服,服务,市,市场,100MRMB,100MRMB,2003H1,中国,区,区域,市,市场,变,变化,2003H1,中国,垂,垂直,市,市场,状,状况,邮政,交通,能源,流通,媒介,科研,教育,政府,电信,制造,医疗,建筑,金融,其它,-10%,-5%,0%,5%,10%,15%,20%,25%,30%,35%,0.0,50.0,100.0,150.0,200.0,平均规,模,模：,76.8,亿元,增长速,度,度：,7.5%,03H1,市场规,模,模，亿,元,元人民,币,币,02-03H1,增长率,2003H1,中国行,业,业,IT,投资状,况,况,市场预,测,测,MarketForecast,03-07CAGR:17.4%,2,644.5,3,131.4,3,785.6,4,495.8,5,234.9,Total,100M RMB,永不停,顿,顿的中,国,国,IT,市场,(2003-2007),应用加,速,速的中,国,国,IT,市场,(2003-2007),Avg.Scale,：,872.5,03-07CAGR,：,17.4%,03-07CAGR,MarketScale100MRMB,(900,21.1%),(305,17.8%),(490.2,15.1%),(500.8,9.4%),(1773.9,14.8%),(1265,24.1%),2007,年细分市场,规,规模与增长,Notebook,115.0,170.0,235.0,320.0,415.0,Desktop,1030.0,1220.0,1420.0,1620.0,1780.0,Server,27.6,33.7,41.6,50.6,60.0,Total,1172.6,1423.7,1696.6,1990.6,2255.0,Shipments,CAGR=16.0%,Revenue,CAGR=17.4%,10K Units,100MRMB,中国,PC,市场增长预,测,测,(2003-2007),Year,2003,2007,CAGR(03-07),Mobile Phone,1076.7,1101.5,0.4%,PDA,Professional,6.46,18.72,32.6%,Wireless,31.49,244.38,74.4%,Information,8.76,8.78,-4.5%,Storage,Flash,14.61,24.98,27.0%,Mobile HD,9.35,30.90,39.8%,Digtal Cameral,31.1,85.5,36.3%,MP3,11.45,56.96,53.2%,中国消费电,子,子产品增长,预,预测,(2003-2007),100MRMB,100MRMB,中国彩电、,DVD,产品市场预,测,测,(2007),CAGR=21.1%,100MRMB,中国软件市,场,场预测,(2003-2007),Platform,15.5%,Middle,33.3%,Applications,21.9%,CAGR,100MRMB,细分软件市,场,场增长状况,(2003-2007),CAGR=24.1%,100MRMB,中国,IT,服务市场增,长,长,(2003-2007),S&M,14.7%,Professional,23.8%,Networks,32.9%,100MRMB,三大类服务,市,市场增长预,测,测,(2003-2007),专业服务市,场,场增长状况,(2007),03-07CAGR,Market Scale 100MRMB,西部地区,18.7%Market Share,22.1%03-05CAGR,南部地区,20%MarketShare,19%03-05CAGR,东部地区,32.2%Market Share,21.7%03-05CAGR,北部地区,29.1%Market Share,18.2%03-05CAGR,中国区域市,场,场规模变化,(2005),东西向,IT,投资加速,商业驱动,政策驱动,03-05CAGR,Market Scale 100MRMB,中国垂直市,场,场规模变化,(2005),行业,IT,投资与增长,预,预测,(2003-2005),03-07CAGR,Market Scale 100MRMB,产业趋势,Tendency of Industry,ICT,计算,Computing,消费电子,Consumer Electronics,通信,Communication,产业融合日,趋,趋明显,分化的,IT,技术,个性化的,IT,应用,大众化的,IT,市场,市场规模快,速,速扩张,产品价格不,断,断下降,竞争环境日,益,益恶劣,市场,&,客户细分化,产品,&,技术差异化,应用,&,整合专业化,IT,Profit,Profit,两极分化的,IT,产业趋势,Consumer,Commercial,初级应用,核心竞争力,Entry,Integration,Competitive,系统整合,基础架构,桌面应用,LAN,信息互联,/,网络集成,资源,/,流程重组,应用优化与,整,整合,IT,与企业一体,化,化,打造,IT,竞争壁垒,尽现,IT,竞争优势,1990-2005,2001-2010,2005-2015,Competitive,Time,商业,IT,应用发展趋,势,势,宽带、移动,、,、无线商机,凸,凸现,BroadBand,Wireless,Mobile,Computing,Software,Services,Networks,Internet,Communications,Consumer,Commercial,Semiconductor,信息内容与,管,管理,网络服务,信息数据安,全,全,移动数据业,务,务,移动计算,Wi_Fi,无线业务,家庭数码,产业成熟,市场局限,PC,产业链,网络普及,技术融合,大众化,IT,应用趋势,互联网服务,信息安全,数字电视,新兴产业,宽带产业、,信,信息内容提,供,供,软件与信息,服,服务,Wi_Fi,、网络服务,、,、网络安全,时尚数码产,品,品、多媒体,移,移动终端,DTV,产业链,产业创新,新兴产业,宽带,移动与无线,BMW,市场突破,产业创新,软件与信息,服,服务,系统整合,优化与创新,谢谢大家！,Thanks a Lot!,
展开阅读全文