对手竞争分析密码first asus jan16v1

1、ASUS Cons. DT fast growth in EMEAASUS Cons. DT Shipment YTY Growth39%20%44%FY12Q1Q2YTY%MarketLenovoASUSQ4Q3Q2FY11Q1EMEAAPLANAChinaWWQ24.8%1.4%3.8%1.6%2.6%FY12Q13.4%1.7%Q4Q3Q2FY11Q1Q4FY10Q3Asus Market Share TrendAsus FY12Q2 YTY vs. MarketEMEA156%NA15%PRC2%APLA12%Local Market YTYAsus YTYMS%1.4%1.6%3.8

2、%4.8%Source: IDC PC Tracker 2012Q3.ASUS Cons. TDT the key growth driver in EMEAASUS YTY shipment bridge+44.4%Asus FY12Q2365EMEA947001NAAPLAAsus FY11Q22536746PRC2410TDTAIO316301218NA17831147LNV FY11Q21,58424+19.6%LNV FY12Q21,8948763EMEAPRC13APLALNV YTY shipment bridgeTDTAIOSource: IDC PC Tracker 2012

3、Q3.K UnitsTDTAIOASUSs mkt mix change from 20% to 39% in EMEA helps 0.5% share gain globally.About 70k unit increment is from UK/Ir, South, Central and North.ASUS cons. TDT high incremental in FY12Q2Cons. TDT Lenovo vs. ASUS FY11Q2 vs. FY11Q2 YTY vs. MarketK Units6040200OthersYTY Gr.%NA575013%Japan52

4、5739%North267258%Central246312%South4114180%UK/Ir81605%China572174%ASEAN4825%IndiaHTK3943-10%ANZ31164%LASBrazilMEA13-80%EAST86ASUS YTYASUS FY12Q2ASUS FY11Q2Market YTYSource: IDC 2011Q3 & 2012Q3 PC Tracker.519%003LASANZ35083Brazil146%CentralNorth-5%166038%177%60%HTKIndia877%181411-2004,200YTY Gr.%400

5、2000K Units700228%18UK/Ir2349%South615-13%0Others-24%1445%NAASEAN665422%17Japan243216682651China7154,062%MEA36EAST44-11%Market YTYLenovo YTYLenovo FY12Q2Lenovo FY11Q2LNV MKT Mix67.5%2.2%1.8%8.2%1.6%3.6%0.4%0.7%0.3%0.0%1.3%1.8%1.7%2.4%6.5%0.1%WW MKT Mix30.0%1.6%3.7%4.1%1.8%8.9%4.0%6.3%6.6%0.6%5.7%3.2

6、%5.5%2.2%14.3%1.4%ASUS MKT Mix20.9%3.0%14.7%8.8%9.3%3.1%0.2%0.0%1.2%14.1%0.0%1.5%1.7%20.7%0.7%ASUSs Cons. TDT focus on performance market187%12%900-1000219%-30%1000-1200-2%1000-502001500+1200-150050970%-1001,000-66%150%228%700-80021%74%-3%300-40033%800-9001%90%16%42%28%38%11%400-500500-600$300-600-700-12%-7%134%MarketAsusLenovoEMEA Price Band YTY Gr.% Asus vs. MarketSource: IDC 2011Q3 & 2012Q3 PC Tracker.Lenovo Mix39%25%17%9%5%2%1%1%1%0%0%ASUS Mx20%19%19%22%11%4%2%1%1%1%0%MKT MIX25%29%19%11%6%3%2%1%2%1%1%ASUS consumer TDT $500 - 800 price band growth faster than ma