March 1 news, according to the "Ballen Weekly" report, JP Morgan analyst Mark Moskowitz (Mark Moskowitz) published a report on Monday that this year's PC sales may be "very bad" because of the "global PC market demand In the further weakness."
Moskowitz reduced its PC shipment growth forecast from the previous 9.5% to 7% this year. Shipments are expected to be lowered from 3.8393 trillion units to 375.3 million units, and industry revenue growth is expected to be reduced from the previous 4.5% to 3%. , And at the same time lowered the expectations of desktops and notebooks.
The Chinese market is the main reason for the downward adjustment of expectations. He said: "In the past few years the region has been the growth engine of the global PC market. But now that demand has stagnated, and can not immediately come up with remedial measures." Last week, Hewlett-Packard reported that its Chinese sales were lower than expected, but at the time did not disclose too much information, Wall Street's expectations are for HP.
Moskowitz said: "The growth of first-tier cities to third-tier cities (China) is slowing down, while the demand for four- to six-tier cities has dropped significantly." However, he did not come up with specific data on the shrinking Chinese market.
Other factors cited by Moskovitz include the weak demand for consumer PCs mentioned by HP and Dell in their respective quarterly reports. “The advent of tablet computers has caused consumers to postpone the purchase of computers. This spring a new batch of Google Android 3.0 is installed. The operating system (Honeycomb) will be released and it is expected that consumers will be more affected, thereby impairing the growth potential of PC sales."
In another report, Moscovititz raised the expected shipment of tablets this year from 46 million units to 47.9 million units, and raised its expectations for the next year from 78.2 million units to 79.6 million units. In 2012 figures, 35% of tablets will affect PC sales. Moskowitz looked at the estimated 2012 tablet sales revenue of 35 billion US dollars.
Moskovitz also believes that the corporate market is not a security bastion. It has lowered the company's PC sales growth forecast from 9.2% to 7.7%, saying that the company's computer life span is longer, thus prolonging the replacement period.
Moskowitz reduced its PC shipment growth forecast from the previous 9.5% to 7% this year. Shipments are expected to be lowered from 3.8393 trillion units to 375.3 million units, and industry revenue growth is expected to be reduced from the previous 4.5% to 3%. , And at the same time lowered the expectations of desktops and notebooks.
The Chinese market is the main reason for the downward adjustment of expectations. He said: "In the past few years the region has been the growth engine of the global PC market. But now that demand has stagnated, and can not immediately come up with remedial measures." Last week, Hewlett-Packard reported that its Chinese sales were lower than expected, but at the time did not disclose too much information, Wall Street's expectations are for HP.
Moskowitz said: "The growth of first-tier cities to third-tier cities (China) is slowing down, while the demand for four- to six-tier cities has dropped significantly." However, he did not come up with specific data on the shrinking Chinese market.
Other factors cited by Moskovitz include the weak demand for consumer PCs mentioned by HP and Dell in their respective quarterly reports. “The advent of tablet computers has caused consumers to postpone the purchase of computers. This spring a new batch of Google Android 3.0 is installed. The operating system (Honeycomb) will be released and it is expected that consumers will be more affected, thereby impairing the growth potential of PC sales."
In another report, Moscovititz raised the expected shipment of tablets this year from 46 million units to 47.9 million units, and raised its expectations for the next year from 78.2 million units to 79.6 million units. In 2012 figures, 35% of tablets will affect PC sales. Moskowitz looked at the estimated 2012 tablet sales revenue of 35 billion US dollars.
Moskovitz also believes that the corporate market is not a security bastion. It has lowered the company's PC sales growth forecast from 9.2% to 7.7%, saying that the company's computer life span is longer, thus prolonging the replacement period.
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