亚太地区PDA市场分析（英文版）

researchconsultingmeasurementcommunitynewsGartnerDataquest1H2003Asia/PacificPDAMarketAnalysisLillianTayPrincipalAnalyst*Note:IntegratedwirelessassumedunlessotherwisebrokenoutWirelessVersionsTabletBoxCamcorderDigitalCameraEntertainmentTabletClamshellSmartPhoneEnhancedPhoneBasicPhoneWirelessVersionsDesktopReplacementMainstreamUltraportableWirelessPDANotebookTabletClamshellPDAMessagingDevicePagerData-CentricVoice-CentricVideo-CentricWorldwideDeviceSegmentationTotalPDAshipmentsforQ103:450,689unitsYearonyeargrowth:-19%Sequentialperformance:-1%TotalPDAshipmentsforQ203:349,716unitsYearonyeargrowth:-35%Sequentialperformance:-22%1H03MarketHeadlines:VolumesandGrowth1H03MarketHeadlines:VolumesandGrowth0100,000200,000300,000400,000500,000600,000700,0001Q012Q013Q014Q011Q022Q023Q024Q021Q032Q03Unitshipments-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%1Q022Q023Q024Q021Q032Q03Yearlygrowth1H03OperatingSystem:VolumesandGrowth-80%-60%-40%-20%0%20%40%60%80%100%1Q022Q023Q024Q021Q032Q03PalmWinCEOthers0100,000200,000300,000400,000500,000600,0001Q012Q013Q014Q011Q022Q023Q024Q021Q032Q03PalmWinCEOthersY/YGrowthRatesShipments1Q03TotalMarket:Top10Vendors1Q03(450,689units)1Q02(556,269units)Growthratehighlights:HP216%Samsung646%Cyberbank125%0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%18.00%Hewlett-PackardPalmSamsungCyberBankGSLLegendSonyElectronicsHiTechWealthMeijinToshibaMarketShare1Q024Q021Q031Q03vs.1Q021Q03CountryMarketGrowthRates1Q03vs.1Q02HongKong-27%Indonesia-19%Singapore-24%NewZealand-11%Philippines-42%RestofAsia119%China-51%SouthKorea139%India53%Australia-5%Taiwan28%Thailand-15%Malaysia5%2Q03TotalMarket:Top10Vendors2Q03(349,716units)2Q02(534,956units)Growthratehighlights:Samsung84%Cyberbank288%0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%18.00%20.00%PalmHewlett-PackardSamsungSonyElectronicsCyberBankGSLLegendHiTechWealthMeijinAcerMarketShare2Q021Q032Q032Q03vs.2Q022Q03CountryMarketGrowthRates2Q03vs.2Q02HongKong-26%Indonesia-39%Singapore-24%NewZealand20%Philippines-60%RestofAsia23%China-65%SouthKorea5%India-19%Australia-12%Taiwan37%Thailand34%Malaysia75%Severalcitieshurtespeciallybadlyduringthefirstseveralweekstheviruswasrampantineachlocation:BeijingHongKongTaipeiSingaporeVerylittlewasbroughtbyconsumersinretailduringtheseweeks,includingPCs,Printers,PDAsandMobilePhonesTherewassomemorethanusualdemandfornotebooks,homeinternetconnectionsandonlinewebactivity,butnowherenearenoughtocompensateSomeofthislossofbusinesswillbemadeup(purchasespostponedratherthancancelled),butnotallGenerallevelsofbusinessactivitysubdued–dealsnotdone,agreementsnotinked,tradeshowsnotattended–butmostwillbouncebackreasonablyquicklySARSImpactShortTermOutlook-PDAMarkettogrow%-6%4%14%24%34%44%3Q034Q031Q042Q043Q044Q04Y/YGrowthStrongereconomicrecoveryRe-freshofproductsDecliningcomponentpricesIncreasetractioninverticalapplicationsSluggisheconomicrecoveryStruggletomovebeyondPIMfeaturesThreatsfromSmartphoneandTabletPCsPDAGenerationsI.OrganizerII.HorizontalApplicationsIII.ContinuousConnectivityIV.VerticalApplicationsV.ManagedApplications200120022003200420052006ImprovedProcessNewProcessNewBusinessModelDeviceInnovationContinuesLGCameraPhoneSamsungPocketPCPalmZire71Nokia6600PalmTreo600RIM7230CommonFunctions,DiverseDesignsImage-centricData-centricPhoneCameraMP3PlayerOrganizeEtc.Voice-centricVariedSoftwarePlatformStrategiesDivergentConvergentMoreEnterprise-orientedMoreConsumer-orientedOutlookExpectfurtherproliferationofdevices,nophysicalconsolidationBegintotreathandheldslikePCsExpectsmartphonestoemergeassignificantcategory;investigateuses,getaheadSynchronizationisastartingpointformobilesecurityGetpreparedforwirelessemailEstablishasupportplanwithrecommendationsherein.DriversDevelopedstandardsUseranalysis—firststepswithvoiceande-mailservicesTCOmodelsBenefitsrecognizedandmodelsemergingInhibitorsEvolvingtechnologyApplicationidentification,developmentandintegrationEvaluatingthecostsDevelopingalogicalbenefitsandreturnsscenarioEnterpriseApplicationAdoptionWirelessTechnologyDrivers—EssentialtoBusinessDecisionsMobileDevicesgVoicegDataWirelessApplicationsMobileWirelessNetworks:Cellular/PCSCDPDDedicatedDataNPCSSatelliteValueofMobilityandImmediacyInconvenienceofCurrentTechnologyBenefitstoMobilityInclude:IncreasedproductivityEmployeesatisfactionResponsivenesstocustomers/colleaguesIncreasedinformationcapabilitiesEfficiencyAccuracyEmergingTechnologyCriteria:TopTenBetterproductdesignBetterproductsNewrevenuesourcesImprovedcustomerserviceIncreasedemployeeeffectivenessIncreasedprocesseffectivenessIncreasedbrandvalueCreationofintellectualassetsConnectednessAssetutilizationRecommendationsDefinehowmobiletechnologycanhelpyoucompete,decreasecostsanddriverevenue.Createamobilestrategicplan,butassumetechnologyinvestmentsonatwo-yearbasis.Beginpilotprogramsforhorizontal(mobileroadwarrior)andverticalapplications.Seekstandardizedtechnologies(orthoseontheirway)andavoidproprietary,customizedsolutionsDon’tforcethetechnologytom