TABLE OF CONTENTS
Executive Summary 7
Industry analysis 7
Industry definition 7
Research highlights 7
Market Value 8
Market Segmentation: Product 9
Market Segementation: Geography 10
Five Forces Analysis 11
Summary 11
Buyer power 12
Supplier power 13
New entrants 14
Substitutes 15
Rivalry 16
Top 10 Companies Landscape 17
Revenue analysis 21
Financial performance analysis 23
Company Reports 28
Hewlett-Packard Company 28
International Business Machines Corporation 36
Toshiba Corporation 44
Dell Inc. 52
Apple Inc. 61
Canon Inc. 67
Oracle Corporation 72
Asustek Computer Inc. 79
Acer Inc. 85
Lenovo Group Limited 90
Financial Analysis 97
Hewlett-Packard Company 97
International Business Machines Corporation 100
Toshiba Corporation 103
Dell Inc. 106
Apple Inc. 109
Canon Inc. 112
Asustek Computer Inc. 115
Oracle Corporation 118
Acer Inc. 122
Lenovo Group Limited 125
Appendix 128
TABLE OF FIGURES
Figure 1: Global computers and peripherals industry value, $bn, 2005–09 8
Figure 2: Global computers and peripherals market segmentation: category, % share, by value, 2009 9
Figure 3: Global computers and peripherals market segmentation: geography, % share, by value, 2009 10
Figure 4: Forces driving competition in the global computers and peripherals industry group 11
Figure 5: Drivers of buyer power in the global computers and peripherals industry group 12
Figure 6: Drivers of supplier power in the global computers and peripherals industry group 13
Figure 7: Factors influencing the likelihood of new entrants in the global computers and peripherals industry group 14
Figure 8: Factors influencing the threat of substitutes in the global computers and peripherals industry group 15
Figure 9: Drivers of degree of rivalry in the global computers and peripherals industry group 16
Figure 10: Turnover of global top 10 computers and peripherals companies, $m, FY2009 18
Figure 11: Revenue growth of global top 10 computers and peripherals companies, 2007–09 22
Figure 12: Operating performance analysis, FY2008 24
Figure 13: Net profit analysis, FY2008 25
TABLES
Table 1: Global computers and peripherals industry value, $bn, 2005–09 8
Table 2: Global computers and peripherals market segmentation: category, % share, by value, 2009 9
Table 3: Global computers and peripherals market segmentation: geography, % share, by value, 2009 10
Table 4: Turnover of global top 10 global computers and peripherals companies, $m, FY2009 17
Table 5: Revenue growth of global top 10 computers and peripherals companies ($m), 2007–09 21
Table 6: Key financials of global top 10 computers and peripherals companies, FY2009 23
Table 7: Key industry–specific ratios–FY2008 26
Table 8: HP—Financial and operational highlights, 2005–09 ($m) 97
Table 9: HP—Key industry specific ratios, 2005–09 99
Table 10: IBM—Financial and operational highlights, 2005–09 ($m) 100
Table 11: IBM—Key industry specific ratios, 2005–09 102
Table 12: Toshiba—Financial and operational highlights, 2005–09 ($m) 103
Table 13: Toshiba—Key industry specific ratios, 2005–09 105
Table 14: Dell—Financial and operational highlights, 2006–10 ($m) 106
Table 15: Dell—Key industry specific ratios, 2006–10 108
Table 16: Apple—Financial and operational highlights, 2005–09 ($m) 109
Table 17: Apple— Key industry specific ratios, 2005–09 111
Table 18: Canon—Financial and operational highlights, 2005–09 ($m) 112
Table 19: Canon— Key industry specific ratios, 2005–09 114
Table 20: Asustek—Financial and operational highlights, 2005–09 ($m) 115
Table 21: Asustek—Key industry specific ratios, 2005–09 117
Table 20: Oracle—Financial and operational highlights, 2006–10 ($m) 118
Table 21: Oracle—Key industry specific ratios, 2006–10 120
Table 22: Acer—Financial and operational highlights, 2005–09 ($m) 122
Table 23: Acer—Key industry specific ratios, 2005–09 124
Table 24: Lenovo—Financial and operational highlights, 2006–10 ($m) 125
Table 25: Lenovo—Key industry specific ratios, 2006–10 127
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