Preface: has evolved from the first Apple M1 processor to the recently popular Apple M2 processor. and Apple have shaken the dominance of AMD and Intel in processors with their actual running scores. The second round of competition between ARM and X86 has officially begun. Laptop brands make mobile phones, and mobile phone brands make notebooks, and they are coming to the forefront again.
Laptop brand mobile failure (picture from the Internet)
From 2021 to 2021, global shipments of laptops and will be approximately 268 million units; global shipments of smartphones will be approximately 1.32 billion units. So, let’s take a look at the notebook brands that have entered the mobile phone market early and what results they have achieved.
sales are bleak high open low Acer
In 2008, Acer acquired Yitian Mobile for 6 billion NT$. In 2009, it released its first smartphone. In 2011, it specially established a smartphone business group. In 2012, it established a smartphone business group in Chongqing, China. Established a second operations center and a global R&D center for mobile smart terminals.
Acer mobile phone (picture from the Internet)
Although judging from the timeline, Acer has kept up with the development of the smartphone market. But it is very regrettable that in 2012, Acer's smartphone sales did not reach 1 million units. Although in the process, Acer reached a cooperation agreement with Taiwan's Far Eas Tone Telecommunications, and also joined hands with Hong Kong's largest communication network CSL, French Radio SFR, Bouygues Telecom and Italy's Wind Telecom. But until 2016, Acer's share of the global smartphone market was only 0.04%.
expectations are high, unable to hold on Dell
Once upon a time, the emergence of Dell brought great vitality and challenges to the PC industry. In 2009, Dell entered the smartphone market and released the Aero and Dell Mini3 series. Although there is no clear data organization published a report on Dell mobile phone global market share. However, according to incomplete statistics, in 2009-2010, the market share of Dell Aero and Dell Mini3 series was between 0.1% and 0.5%.
Dell mobile phone (picture from the Internet)
In view of the lack of improvement in market share performance, Dell executives have repeatedly stated that the development of Android mobile phone business has failed to meet the company's expectations. Dell also announced its withdrawal from the global smartphone market at the end of 2012
Hasty Admission Unable to play HP
In 2010, HP acquired Palm and gained an opportunity to compete with iOS and Android to avoid losing itself in the wave of mobility. When Palm Pre3 was released, Android did not dominate the market, and Windows Phone still had great opportunities. There was a gap for emerging brands and operating systems to enter.
HP mobile phone (picture from the Internet)
However, this US$1.2 billion acquisition was announced by HP after a year and a half. Samsung and Apple monopolized the entire market, and the shares of other brands were similar to these two. The gap is too big, and most of them are losing money. HP's smartphone business has since ceased.
is still trying to support Atom's Lenovo
In 2012, Intel and Lenovo officially launched the world's first Intel Atom smartphone. According to statistics from Gartner's "2013 Global Mobile Phone Sales Ranking", a third-party data research organization, Lenovo occupied 1.6% of the market. market share. In 2014, Lenovo Group acquired Motorola's mobile phone business for US$2.9 billion. Lenovo + Motorola had a global market share of 7.9%, becoming the third largest smartphone company in the world.
Lenovo mobile phone (picture from the Internet)
With the failure of Intel Atom processors from 2013 to 2017, coupled with the decline in the share of Lenovo and Motorola in 2015 and 2016. Until 2018, Lenovo’s global share was only 0.4%. In July 2020, Lenovo officially released the Savior e-sports mobile phone, officially entering the mobile phone market with its own brand
As the saying goes, everything must be reversed. Since the Q4 quarter of 2018, Lenovo + Motorola have made great achievements in the overseas market, and have a global market share The rate once soared to 3%.By the Q2 quarter of 2021, with the withdrawal of LG and the development of devices such as Moto G Pure, according to authoritative statistics agencies, Lenovo + Motorola has become the third largest brand in the US smartphone market with a 12% share.
So, why are the giants who are so famous in the laptop market unsatisfactory in the mobile phone market?
The big failure of notebook brand mobility (pictures from the Internet)
The commonality of failures: At the software level, the usage habits of notebook users are very different from the usage habits of mobile phone users. Notebook manufacturers do not need to develop their own hardware devices /Update UI. The native Android system is very different from users' usage habits in many usage scenarios. Coupled with the necessary CMOS tuning, if you want to win the favor of users in the ever-changing competition in the mobile phone market, product personalization is a very important factor. This further exposes the shortcomings of notebook manufacturers in the field of brand awareness and research and development costs in the mobile phone field.
Upstream influence: Brands including Lenovo, HP, Dell, and Acer are all considered big players in the notebook field. After years of development and accumulation, they also have great depth with upstream chip and other configuration manufacturers. cooperation. But what is very different from notebooks is that important configurations such as chips for mobile phones and notebooks are supplied by completely different upstream manufacturers. The familiarity and relationship between mobile phones and notebooks are obviously not as good as those of the upstream manufacturers of notebooks, and they obviously have no say in the upstream chips. Not as good as other mobile phone brands.
On the other hand, under the current market environment, it was possible to use the more complex x86 architecture atom to support the ARM architecture system. If you want to use the simple ARM instruction set to be compatible with x86 programs, Intel Atom is out of reach at the software and hardware levels at the time.
thinking mode: In the inherent mode of notebook manufacturers, "assembly" is a conventional phenomenon. In the inherent modules, powerful CPU, high-performance GPU, and stable heat dissipation form the core structure of the product. When the first batch of products entered the market, in addition to these superficial appearances, CMOS, screens and other modules that were not paid enough attention in the notebook industry chain suddenly became the most likely triggers for user criticism.
And notebooks Manufacturers want to continue to make mobile phones in the form of "assembly", and the supply chain has become another pain point after software. Although mobile phones and notebooks both belong to the manufacturing industry, they are not very similar in terms of resource allocation and channels. Therefore, notebook manufacturers need to invest relatively large resources and funds if they want to achieve better results in mobile phones.
