The ipad landed on the mainland and the ecological evolution of the industrial chain

ipad landing on the mainland market is also hot. CFP September 17, Apple ipad officially landed in mainland China market.　　In front of the Shanghai Apple Lujiazui flagship store, more than 20 Apple fans queued up overnight, making it the first time that mainland consumers felt the ipad's charm. The ipad's excellent performance has made traditional PC products a major challenge. The US electronics retailer's Best Buy, Blaine Deng, has recently won the ipad: in Best Buy, the ipad has robbed 50% of its sales from notebooks, and more and more people have opted to buy the ipad rather than the more expensive notebooks.　　Morgan Stanley analyst Keti Huberty said in a recent report to investors that Morgan Stanley reckons the ipad has eaten up 25% of its laptop sales since it was launched in April this year. However, I do not know whether it is intentional or purely coincidental, on the day the ipad landed on the mainland market, Apple's Pudong Zhouzhi camp, the flagship store in Shanghai Liscalton Hotel, "The ThinkPad's father" in the "Next Generation ThinkPad Blueprint" to respond to the ipad's impact on the PC industry. "The ipad won't beat the PC industry," The Ivy said with certainty, "they are completely different products." "The ipad is a major threat to netbooks. By mid-August, the ipad has sold more than 4 million PCs, and while Apple has not disclosed the latest global sales figures, the industry is estimated to be close to 6 million.　　Apple's ipad sales are expected to break 12 million in the year, far more than analysts had expected, as the quarter was the peak sales season for consumer electronics. With the ipad competition field gradually cover E-books, M ID (handheld Internet terminal equipment), netbooks and other small-scale terminal products, and thus form a large-scale independent market.　　The important difference between the ipad and the traditional PC is that the ipad focuses more on information consumption than on information generation, so it is highly integrated with content and "networked", making the ipad's habits much different from traditional PCs or tablets. It is reported that the Chinese mainland to sell the ipad16g B model price of 3988 yuan (RMB, the same below), 32G B is 4788 yuan, 64G b is 5588 yuan.　　According to local media reports, although the previous parallel imports have digested some Apple fans desire to consume, but the ipad on the day, its mainland market shipments should exceed 3000 units (the media according to the aggregate estimates of local sales), showing its huge appeal to Apple fans. In a previous survey, Morgan Stanley noted that 44% of ipad users said they saw the ipad as a replacement for laptops and that netbooks would be a threat to the ipad sales. Price is the main selling point of netbooks, the price of mainstream netbook in China market is between 2000-3000 yuan, and the price of entry-level ipad is not enoughLarge, the computer performance of the netbook is relatively ordinary.　　From an application point of view, the ipad's replacement effect is very significant, netbooks rely on the network features in the Chinese market, the ipad can also be a basic replacement. "The ipad won't beat the PC industry." Will the ipad be unified into the mainland market, or would it hit the traditional laptop market? The industry is filled with worries.　　Since the domestic tablet market has not really started, the traditional notebook computer market has become the target of the ipad. As a domestic PC brother, Lenovo's response to the challenge from the ipad has become a market vane. Coincidentally, the "2010 Lenovo Business Technology Development Forum" was held in Shanghai on the day the ipad entered the mainland market.　　In this forum, the vice president of the research pad notebook, the "father of the ThinkPad", is responding positively to the challenge from the ipad. Naito is saying that with the further complication of the computing environment, the user's need for PC performance will not be reduced, but more hard-line, which requires PC vendors to provide a more complex and powerful user interface. "PCs will not be replaced by smartphones and tablets in the future," he said. These are two completely different products that will develop at the same time. You may have two different types of products, but it's hard to give up the PC if you need to produce it.　　"The inner vine is pointing out that the next generation T-Hinkpad will be lighter and thinner and better used, with the highest quality safety and cooling technology, and T Hinkpad will still be positioned for high-performance commercial laptops." The traditional PC is still the big hit. Although the ipad has a bigger impact on the European and American notebook markets, the impact on the Chinese market should be limited. "China's laptop penetration rate is not high, and the notebooks bought in previous years have been replaced." In addition to some enthusiasts and high-end customers, most consumers still prefer traditional notebooks. In addition, the ipad is hard to get into the commercial market anytime soon.　　"Lenovo Computer Guangdong Branch, a sales manager told reporters. Guo Haitao, a senior analyst with CCW information, also points out that the ipad's main function is entertainment, not a necessity like a laptop. "In the short term, the traditional PC is still the protagonist of China's mainland market, and the ipad is hard to make a real impact on the traditional PC market." "However, Lenovo is also very bullish on the market outlook for tablets," he said. Liu June, senior vice president of Lenovo Group, previously revealed that tablet computers, as an important part of Lenovo's mobile internet strategy, have been highly valued by the group's top executives and are now determined to launch a tablet computer named Le Pad before the end of the year.　　Le Pad will also adopt a deep custom a ndroid operating system, and will be with the music phone in including e-mail, network browsing and other aspects of a high degree of integration. Compared with Lenovo, French love can see a much more radical view of the Chinese tablet computer market. In early September, French love could be seen as the world's Top 5 ndroid Tablet PC in the Chinese market. Love Visual Global President H Enri C Rohas pointed out that China will soon surpass Europe and the United States and become the largest tablet computer market. Industry upstream and downstream involved in the war flat market competition will be involved in the industrial chain upper reaches of the war. In the chip field, the ARM architecture and the X86 architecture split into two camps, the traditional PC camp mostly with Intel's X86, with Windows operating system, but more and more manufacturers are choosing the mobile operating system to dominate the a RM architecture with a ndroid operating system,　　Lenovo also said in an interview that its own tablet may develop intel+windows or arm plus Android two models.　　Apple A4 chip is using the ARM core, China also has a number of companies based on ARM nuclear development application processors, including Fuzhou Rui-core micro, Kai Microelectronics, Hua-core fly, a victory, Medium star Micro, and so on, all kinds of reasons to choose a RM architecture manufacturers more than the X86 architecture. In addition, a large number of tablet computer manufacturers actively engaged in competition has led to the market demand for accessories and raw materials. In a study, the Samsung Research Institute said the ipad's sales and tablet market expectations have increased demand for parts such as touch screens and memory chips, with strong demand for Asian accessories, such as display makers such as LG D Isplay, chip makers such as Samsung Electronics and Toshiba, Touch screen Manufacturers Sheng-hua technology and Xin photoelectric and assembly manufacturers Fuji Kang.　　Conductive glass in the field of touch screen has a wide range of applications, touch screen of the basic materials manufacturers have intensified the expansion of production, the current China has large-scale it o conductive glass business Company is mainly Levin High branch, long letter technology, CSG A and Fang Hing technology under the Bengbu Hua Yi. Cooperation with operators is the key to the success of the ipad not only computer companies, industrial chain development has prompted attention to IT services and Internet services. In the Chinese market, tablets will be built in a large proportion of 3G, future cooperation with operators will become the key to the strategic outcome of the tablet computer.　　The current domestic mainstream tablet computer is carrying the W IFI apparently no longer meet consumer demand, mobile launched a suitable for the ipad Hong Kong users of the M Icrosim card, Unicom is the ipad's application access to make the exclusive preparation. Telecom Tianyi has customized the first 3G Tablet PC Lifepad, which is superimposed on the sky-wing platform and Google Android platform dual openness, or help drive telecom 3G user growth.　　Innovative terminals such as the ipad open up the "terminal + content + Application" ecosystem, users of personalized requirements will inevitably promote the development of content, application service providers. As of June 2010, China Unicom application software Store has 780 applications, and the Chinese telecom Tianyi space station all the applications have 1250, China Mobile m m full station for all 18,000. According to vector estimates, China is currently engaged in mobile phone application software development of the individual has more than 100,000, and 35% of the speed of growth. Journalist/Gao Lingyun InternshipSheng Hao