The China Market

November 17, 2011

Interesting but fanciful market data appears in “Morgan Stanley: Apple’s Share of World’s Largest PC Market — China – Set to Grow from 5% to 21%.” There may be more friction in China’s growth, but financial outfits want churn. No problem. Here’s the passage I found interesting:

Based on the survey results, the biggest winners and losers in the Chinese consumer market are:

Loser: Lenovo. 31% own a Lenovo PC, but only 23% plan to buy another.
Winner: Apple. 5% currently own, 21% hope to buy one
Winner: Hewlett-Packard (HPQ). 11% own, 13% hope to buy
Neutral: Dell (DELL). Holding steady at 6%

What struck me was the absence of Google. Has Google been aced out of China? Has Google made a decision that hampers its opportunities to increase shareholder value?

Stephen E Arnold, November 17, 2011

Comments

2 Responses to “The China Market”

sperky undernet on November 17th, 2011 5:10 am

With Chromebook sales reported between 5,000 (Acer) to 10,000 (assuming similar Samsung sales?) worldwide – but with likely Google embargo on exact current data – sales uptake in the China report was likely not even to have been noticed at the time data for this report was compiled. But since Chromebook stretches the concept of PC, maybe it wouldn’t even have been included had sales rocketed…
sperky undernet on November 17th, 2011 9:04 am

Or who knows, maybe Chromebook sales hidden in Acer and Samsung figures.

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Stephen E. Arnold monitors search, content processing, text mining and related topics from his high-tech nerve center in rural Kentucky. He tries to winnow the goose feathers from the giblets. He works with colleagues worldwide to make this Web log useful to those who want to go "beyond search". Contact him at sa [at] arnoldit.com. His Web site with additional information about search is arnoldit.com.