Thursday, April 29, 2010

Success IT-industry and attack from the east.

According to estimates analyst firm Gartner, worldwide PC sales in a quarter of 2010 increased by 27.4% to 84.3 million units. This means that the results of the quarter exceeded even the most optimistic forecasts. And, it's interesting - personalok sales grew not only in developing countries (as expected), but also in developed countries, where users have changed your PC for the transition to Windows 7.

Previously it was thought that the PC market will grow by 22%, mainly due to developing countries. However, in developed markets much earlier than expected, revealed a tendency to repleysmentu - replacing old PCs with new ones. The impetus for repleysmentu became, in particular, the launch of Windows 7. Now, Gartner analyst Mikako Kitagawa said that the influence of the G-PC sales will be felt until early 2011-th.

With regard to specific PC manufacturers, the market leader is HP with a share of 18.2%. Second - Acer c 14.2%, third - Dell with 12.1%. Close to the first three crept Chinese Lenovo.

PC Market really recovers very briskly - but this, unfortunately, can not be said about the server market. It is understandable: personalki - consumer product, and servers - infrastructure. Infrastructure is always updated slower consumer segment. According to IDC, in 2010 server market (for money) will grow by 2.4%. In general, analysts ascertain the demand for cheaper system standard architecture, and predicted market recovery in the coming years.

But the market will rise slowly: in the period from 2009 to 2014 the average annual revenue growth will be only 0.3%, while the volume of supply - 4.9%. Indicator pre-crisis 2007 ($19 billion) market will not be soon.

According to experts, now the biggest prospects - with blade servers. From 2009 till 2014 the first annual average growth of this segment was 13.9% in value and 20.5% in quantitative terms. And already in 2014 blade system will take 28.5% of the server market in money and 33% in numerical terms.

I recall that in 2009 a monetary server market sank 26.4% - a record drop in history - to $12.8 billion, with supplies of servers fell by 23.6% - up to 2 million units.

The Chinese company Tencent Holdings unexpectedly made a record investment in the Web - it has over $300 million bought the stake in the largest Russian Internet fund Digital Sky Technologies (DST). Now Tencent receives 10.26% of preferred shares of DST and 0.51% of voting shares, as well as the right to nominate one candidate to the Board of Directors of the Fund. To date, Tencent investment in DST - the largest financial investment in Runet.

In the unanimous opinion of market participants, the Chinese Internet entrepreneurs intend to obtain at least partial control of the successful Internet company owned by DST. President of the Chinese company, Liu, Martin said that the deal with DST needs Tencent, "to benefit from the rapidly growing Internet market in Russia". In turn, DST will be able to use the technical and business expertise Tencent to strengthen its leading position in Russia.

Independent Russian experts believe that the decision Tencent enter into the shareholders DST influenced the recent deal to acquire manufacturer online games Astrum Online Entertainment. Tencent earns the big money in online games in China. In Russia, this market is growing rapidly and has enormous potential.

I must say that even in 2008, the U.S. government, Germany, France and some other developed countries have not emphasized is quietly searching for ways of how to restrict Chinese investment in their economies. Reason is simple: fast wealthy Podnebesnya hands of their businesses literally "on top" is buying the European and American manufacturing, paying particular attention to is the sphere of high technologies. That is modern China is not only earns sewing T-shirts "Guchi" and sneakers "Addidass", but quickly takes control of global IT, biotechnology, telecommunications, energy technologies, etc.

And the money for total purchase of such assets the Chinese have. China's GDP in one quarter of this year grew by 11.9%, showing a record pace over the past three years - reported by the State Statistical Bureau of China. The country's economy could quickly recover from the sharp decline in exports in the crisis of 2009 m and thanks to anti-crisis package state, as well as increased lending to accelerate GDP growth.

In the Chinese Academy of Social Sciences, believe that in 2010 the economy will grow by a record 16%, if the incentive program is not minimized. For comparison: in 2008 China's economy grew in volume by 9%.

For reference: a program to stimulate the economy valued at $585 billion was accepted by the Chinese government to combat the effects of the economic crisis. Since the State has tried to soften the effect of a sharp fall in export volumes. However, despite this decline, by the end of 2009, China became the largest exporter in the world, overtaking Germany. In the 1 quarter of 2010 China increased its exports by 29%.

Now on economic terms, China has ranked third in the world after USA and Japan. But this year the Chinese economy can bypass the Japanese. According to the results of 2009, Japan's GDP totaled $5.1 trillion, while China's GDP - $4.9 trillion.

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