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Asia/Pacific PC Market Analysis Teleconference, 3Q03

Asia/Pacific PC Market Analysis Teleconference, 3Q03. Andy Woo Analyst. 3 Q03 Market Headlines: Volume and Growth. Third-Quarter Comparisons. Total Shipments: 7.58 Million Units Year-Over-Year Growth: 10.6% Quarter-Over-Quarter Growth: 9.3% Units Deskbased PCs: 6.32 Million

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Asia/Pacific PC Market Analysis Teleconference, 3Q03

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  1. Asia/Pacific PC Market Analysis Teleconference, 3Q03 Andy Woo Analyst

  2. 3Q03 Market Headlines:Volume and Growth Third-Quarter Comparisons Total Shipments:7.58 Million Units Year-Over-Year Growth:10.6% Quarter-Over-Quarter Growth:9.3% Units • Deskbased PCs: 6.32 Million • Mobile PCs: 1.26 Million Year-Over-Year Growth (%) • Deskbased PCs: 6.0 • Mobile PCs: 41.3

  3. 0.2% 1.2% 1.4% 1.1% 1.3% 1.9% 0.9% 3Q03 Market Headlines: The Leaders • By Asia/Pacific: • Legend: 9.7% • Hewlett-Packard: 8.7% • Dell: 5.8% • By Platform: • Deskbased: Legend 10.4% • Mobile: IBM 16.5% • By Segment: • Professional: Hewlett Packard 10.6% • Home: Legend 8.9% Market share is based on PC shipments (deskbased and mobile PCs only) Arrows represent increase or decline in year-over-year market share percentage points.

  4. 3Q03 Total Market: Top 10 Vendors 3Q03 (7.58 Million Units) 3Q02 (6.85 Million Units) Growth Rate Highlights:HP 37.1% Dell 52.8% IBM 23.4% Market Share

  5. 3Q03 Geographic Market Growth Rates 3Q03vs. 3Q02 3Q03vs. 3Q02 Worldwide PC Year-Over-Year Growth: 15.1% China 8.2% South Korea -10.8% India 25.6% Australia 18.0% Taiwan 8.3% Thailand 74.5% Malaysia 8.4% Hong Kong 9.4% Indonesia 22.0% Singapore 5.6% New Zealand 29.4% Philippines 3.2% Vietnam 13.3% Rest of Asia/Pacific 5.9% Worldwide PC Sequential Growth: 13.7%

  6. Mobile PCs Continue To Drive Growth Year-Over-Year Growth Shipments Mobile PCs 43.1% Mobile PCs Deskbased PCs

  7. Different Patterns in Countries/Markets — Platforms Yearly Shipment Growth Rates by Form Factor India China Taiwan Rest of Vietnam Thailand Malaysia Australia Indonesia Singapore Philippines Asia/Pacific Hong Kong South Korea New Zealand

  8. 3Q03 Mobile Market: Top 10 Vendors Market Growth Rate: 43.1% 3Q03 (1.26 Million Units) 3Q02 (0.89 Million Units) Market Share IBM Hewlett-Packard Toshiba Dell Acer Samsung Electronics Legend ASUS Fujitsu Founder Electronics

  9. Home and SMB Mobile PCs –Price Dynamics Home Market Small and Midsize Business Market Average Selling Price Change 3Q02-3Q03: -6% Unit Growth 3Q02: 43.3% 3Q03 55.0% Average Selling Price Change 3Q02–3Q03: -7% Unit Growth 3Q02: 18.0% 3Q03 35.0%

  10. Mobile PC Processors – Confusing Ultraportable Notebooks Desktop Replacement Notebooks Mainstream Notebooks Mobile CPU Market Share, 3Q03 Coming Soon ?

  11. Centrino — Wireless Mobility Mobile PCs With Centrino, 3Q03 Asia/Pacific Australia China Hong Kong India Indonesia Malaysia New Zealand Philippines Singapore South Korea Taiwan Thailand Vietnam Rest of Asia/Pacific

  12. Patterns in Countries/Markets — Sectors Yearly Shipment Growth Rates by Major Market India China Taiwan Vietnam Thailand Malaysia Australia Indonesia Singapore Rest of Asia/Pacific Philippines Hong Kong South Korea New Zealand

  13. 3Q03 Professional Market: Top 10 Vendors Market Growth Rate: 4.3% 3Q03: 4.13 Million Units 3Q02: 3.96 Million Units Market Share

  14. 3Q03 Home Market: Top 10 Vendors Market Growth Rate: 16.7% 3Q03: 3.45 Million Units 3Q02: 2.95 Million Units Market Share

  15. Short-Term Forecast = Challenging Times Deskbased PCs Stronger economic performance Mobile PCs as the alternative platform Home penetration Declining component prices Sluggish economic performance Extended replacement cycle Y2K replacement slowing down PC rotation Mobile PCs

  16. PC Trends Drivers: • Falling ASPs • Y2K replacements • Flat panel monitors • Aggressive retail promotions • Government initiatives • Emerging markets • PC as digital hub • Mobility Inhibitors: • Lifecycle extensions • Economic uncertainty • PC budgets remain tight • Developed markets remain saturated, especially professional markets • Consumers remain cautious • Enterprises adopt wait-and-see approach toward PC purchases

  17. Asia/Pacific PC and WorkstationsTeam 2003 China Jennifer Wu Annie Chung India Vinod Nair Malaysia and Vietnam Martin Gilliland South Korea Chae-gi Lee Taiwan Jennifer Wu Amy Teng Thailand Erica Gadjuli n Australia andNew Zealand Andy Woo Singapore Lillian Tay Suzie Low Indonesia Erica Gadjuli Philippines Martin Gilliland Hong Kong Annie Chung Jacky Yeung

  18. Asia/Pacific PC and Workstation Team —Contact Details Andy WooAustralia and New Zealand +61 2 9459 4653andy.woo@gartner.com Lillian TaySingapore +65 6879 2741 lillian.tay@gartner.com Suzie LowSingapore +65 6879 2746 suzie.low@gartner.com Martin Gilliland Malaysia, Vietnam and Philippines +65 6879 2721 martin.gilliland@gartner.com Erica GadjuliThailand and Indonesia +62 21 532 5515 erica.gadjuli@gartner.com Vinod NairIndia +91 22 5660 5140 vinod.nair@gartner.com Annie Chung Hong Kong and China +852 3402 0319annie.chung@gartner.com Jennifer WuTaiwan and China +886-2-27560389 ext 200 jennifer.wu@gartner.com Amy TengTaiwan +886-2-27560389 ext 208 amy.teng@gartner.com Chae Gi LeeSouth Korea +82 2 551 2439 chae-gi.lee@gartner.com

  19. Related Gartner DataquestPC and Workstation Research Personal Computer Quarterly Statistics Asia/Pacific — Database Workstations Quarterly Statistics Asia/Pacific — Database Asia/Pacific: PC and Workstation Marketplace Report, 2Q03 Hong Kong: Client/Server Forecast Scenarios, 2002-2007 Singapore: Client/Server Forecast Scenarios, 2002-2007 Indonesia: Client/Server Forecast Scenarios, 2002-2007 Malaysia: Client/Server Forecast Scenarios, 2002-2007 Singapore: Users’ Perceptions of PC Technology Trends and Budget Plans Australia: Users’ Perceptions of PC Technology Trends and Budget Plans China: Users’ Perceptions of PC Technology Trends and Budget Plans Taiwan: Users’ Perceptions of PC Technology Trends and Budget Plans and more on ... http://www.gartner.com

  20. Asia/Pacific PC Market Analysis Teleconference, 3Q03 Andy Woo Analyst

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