Last week, there were two messages that could be linked and discussed. One is HP suddenly announced to abandon all operations of TouchPad and WebOS mobile phones, and consider stripping of PC business; another news, market research firm IDC's latest data show that in the second quarter of this year, PC shipments in the Chinese market has exceeded the United States, PC shipments were still slightly lower than the US in the year, but analysts of the company said that in 2012, PC shipments in the Chinese market are expected to surpass the United States to become the world’s number one.

These two news immediately caused a shock to the Chinese PC industry. Some people think that once HP strips off its PC business, Chinese companies will face the opportunity of becoming the PC industry leader. "China will surpass the United States to become the world's largest PC market." This is a topic that Chinese IT executives are happy to talk about for the past two years.

Currently, Hewlett-Packard and Dell still occupy the top two global PC shipments. Lenovo surpassed Acer third, taking up 12.2% of the market, and Acer took fourth place. According to the financial report, Lenovo China's consolidated sales for the first quarter was US$2.8 billion, accounting for 47.9% of the company's total global sales. Its market share increased by 2.3 percentage points to 31.7%, further expanding its distance from other major competitors. Among the top four companies, there are two Chinese companies. This allows the domestic PC community to gear up and eager to try. Liu Chuanzhi, chairman of the board of directors of Lenovo Group, even said that before the end of fiscal year 2011, Lenovo is expected to become the second-ranked brand in the global PC market.

In fact, if you think about the other side of these news facts, China's PC companies may not be excited. The gradual sluggishness of the traditional PC industry has become an indisputable fact. In the second quarter, the growth rate of PC was only 2.6%. The fierce market competition kept the price and profit margin of PC manufacturers decreasing. Manufacturers such as Hewlett-Packard's PC business profit margins are only 2% to 6%.

IT companies always need to be forward-looking. To understand the history of PC development, we can easily find that the birthplace of PC, the United States, large companies have already begun to peel off this business. In 1978, IBM produced the first desktop computer, which we called the PC today, but in 2005 it sold the global PC business to China's Lenovo Group. Of course, the PC business has not completely died. If you can win HP's PC business, Lenovo will be huge and profitable in the PC market. However, this is not easy. South Korea’s Samsung has continuously increased its PC in recent years. The layout of the market, but also have the strength to take over the HP business.

The problem is that the explosive growth of smartphones and tablets has had a huge impact on traditional desktop computers and laptops. Demand from developed countries such as the US PC market has stopped. With the popularity of tablet PCs and the rise of smart phones, HP has abandoned tablet PCs and considered giving up the PC business at this turning point called the "post-PC era." This cannot but arouse the thinking of Chinese IT companies. In the era of PC Internet, China has companies like Lenovo and Acer who can capture considerable value in the industry chain. Once they enter the era of mobile Internet, how will Chinese companies be laid out?

The incident is not isolated. On August 15, Google announced that it had signed an agreement with Motorola to acquire Motorola Mobility for USD 12.5 billion. Lenovo, as a company that has raised the banner of the Chinese PC industry, also needs to take a favorable position in the post-PC era. Fortunately, Lenovo also saw this, music phones, music pads and other products have also been available in the future there will be Smart TV. However, for now, China does not have a local company that can compete with Apple, Microsoft, and Google. If it can't compete, it needs cooperation. However, if three monopolistic companies are willing to cooperate, our company needs to look at other people's faces.

With HP considering to spin off the PC business, we found that the "post-PC era" is faster than expected. The industrial layout of Western countries is increasingly shifting to soft power. This creates opportunities for the development of the mobile Internet. Several giants have made money on the application side, and China's electronic product manufacturers are in the process of industrial chain development. At the bottom, this can't avoid a situation in which you can only get a cold cup. Although Chinese companies such as Huawei, ZTE, and Lenovo have made frequent attacks in the field of mobile terminal manufacturing in recent years, if the pattern is formed, the impact of efforts will be limited.

After Google acquired Motorola's mobile business, the person in charge of Google said that the purpose of a traditional Internet company's acquisition of mobile communications business is to obtain Motorola's technology patents. In the future, technology patents will inevitably become barriers to the growth of China's mobile Internet companies. Chinese companies need to accelerate the pace of going out, and the acquisition of technology patents may be the only feasible way. At the same time, relevant government departments also need to take note of the development trend of the mobile Internet, and need to take the lead in formulating relevant standards and policies to accelerate the development of China's mobile Internet industry.