The core data of this paper: Huawei and Xiaomi notebook shipments, notebook brand market share, and computer penetration rate in China and the United States.
1, OPPO, Vivo layout PC market
In mid-June, 20021year, realme, an independent subsidiary of OPPO, announced that it would soon release the news of realme book, a notebook computer, and realme pad, a tablet computer. On June 23 of the same year, vivo has confirmed its entry into the tablet market, and its first product will be released in the fourth quarter of this year. In fact, as early as 20 17, vivo registered the trademark of "vivo Pad".
However, OPPO and Vivo are not the only two mobile phone manufacturers that have entered the computer market in China. Long before realme and vivo had this idea, Huawei and Xiaomi had already completed the layout in the notebook computer industry. In 20 16, Huawei and Xiaomi successively launched their first computer products; 2065438+February 2 1, Huawei MateBook was launched on the eve of the opening of the World Mobile Communications Conference in 2006. MateBook is also Huawei's first 2-in-1 1 computer product. In July of the same year, Xiaomi brand announced its entry into the notebook computer market. Today, Xiaomi and Redmi brands under Xiaomi Group have laptop products.
2. Huawei computer successfully entered the "first echelon"
After 20 16 notebooks went on the market, Huawei sold 700,000 notebooks and Xiaomi sold 500,000 notebooks, which achieved good results. In the first quarter of 2020, Xiaomi shipped 0/60,000 laptops, with a market share of 5%, and Huawei shipped 550,000 laptops, up 96% year-on-year, ranking second with a market share of 654.38+06.9%. For two mobile phone manufacturers who have become monks halfway, such data performance is undoubtedly a satisfactory answer.
According to the data of China Notebook Online Market Monthly Sales Tracking Report, in the first quarter of 2020, Xiaomi's market share was 5%, ranking sixth; Huawei's notebooks are growing rapidly, with a market share as high as 16.9%, second only to Lenovo, which ranks first in the industry. Lenovo's market share reached 3 1% in the first quarter of 2020.
However, due to supply problems, Huawei's online share dropped sharply in the fourth quarter of 2020, and its market share only fell to the third place. In 2020, the online sales volume of Huawei's notebook computers was 65,438+0,654,38+0.5 million units, a year-on-year increase of 54% and a market share of 8%. Huawei pays more attention to the mid-to-high-end market in layout, actively cooperates with intel and AMD, and maintains a high market visibility.
As an independent brand, Glory's supply resources are still in the adjustment period, which affects its sales performance. In 2020, online sales of HONOR notebook computers reached 920,000 units, up 48% year-on-year, with a market share of 6%. Glory actively cooperated with AMD, and gained good market recognition with the high cost performance of four series AMD, but it was slightly weak in the layout of Intel series.
In 2020, the online notebook computer market in China will show a pattern of "one super and many strong". Under the market background of short supply, the head brand will keep the channel supply relatively stable by virtue of its stronger supply chain ability. Lenovo (including ThinkPad) will sell about 5.3 million units online in 2020, with a market share of 36%.
3. China has a low PC penetration rate and strong growth strength.
Affected by the epidemic in 2020, the demand for telecommuting and distance learning caused by physical isolation is expanding day by day. COVID-19 will coexist with human beings for a long time, and online demand will become the norm.
At present, the penetration rate in China is only about 20%, while the computer penetration rate in developed countries such as the United States is generally above 90%, and the personal computer penetration rate in China and the United States is 70%. This reflects that the penetration rate of China market has obvious room for improvement. The logic of the global computer market is undergoing an upgrade from "one computer per household" to "one computer per person", and the long-term growth space of the China market is expected to be further opened.
To sum up, the online demand is increasing gradually, and the computer market in China has great potential, which may be one of the important reasons why China mobile phone manufacturers have entered the computer market one after another.
Note: The International Yearbook of the National Bureau of Statistics has only been updated to 20 18, but the data still shows that the PC penetration rate in China is low.