Hewlett-Packard, the world's largest PC maker, said it was considering splitting the PC business and announced that it will abandon the tablet PC business. The news has been discussed in the industry for more than a week. HP's split is seen as a signal for the transformation of the PC industry. Is it possible that it will be transformed into a software and services giant like IBM's split PC business?

In the era of HP's abandonment of tablet mobile Internet, operating system-dominated format has become a fait accompli. Faced with such pressures, traditional PC makers usually have two choices. One is the Internet company's camp, such as Google or Microsoft. Another option is to develop an operating system like Apple.

Hewlett-Packard, it had tried the second way. More than a year ago, Hewlett-Packard purchased the Palm company, a veteran company in the smart phone industry. This brought HP the operating system WebOS. Hewlett-Packard soon developed the Tablet TouchPad based on this, which is also the leading trend in the Apple iPad. After that, one of a number of tablet computers emerged in the market.

However, this attempt ended soon after more than a month after the launch of the TouchPad. On August 19th, Hewlett-Packard announced that it would abandon the sale of smartphones and tablets based on the WebOS mobile operating system and will also discuss splitting or selling its personal computer business. After the news was announced, HP's share price fell 6% on that day.

Hewlett-Packard is still the world's largest PC company shipments, but the simple scale effect is not the focus of HP's attention, there is data shows that HP's personal system department operating profit margin in 2010 is less than Apple's Mac-intosh computer profit margin half. Is it necessary to continue to seek breakthroughs in the personal consumer market, or to shift to a more difficult but profitable enterprise service market, to become software and service providers, and HP must choose a direction to find breakthroughs.

From the current situation, HP seems to want to embark on the road to IBM, who had split the PC business and sold it to Lenovo in 2004. Today, IBM is already an enterprise software and service giant. This is the third way: to marginalize the PC manufacturing industry that has not been marginalized.

Stick to the territory or accelerate the transformation?

What are the alternatives for Hewlett-Packard's opponents in the face of this industry upheaval?

From the current standpoint, traditional PC manufacturers are proud to defend the dignity of the territory. In response to HP's split of the PC business, Dell CEO Michael Dell made a mockery on the Internet. He wrote on his own Twitter: "Good-bye, HP. I regret that you can no longer do something in the PC world, but we Will do better than ever. How would you say goodbye to HP?"

Lenovo Group issued a statement saying that the PC field still has great potential for development. Liu Chuanzhi, chairman of Lenovo Group, did not deny the possibility of Lenovo’s acquisition of HP’s PC business in an interview recently. He said positive mergers and acquisitions are a necessary path for the development of the company.

In the face of industry changes, Lenovo insisted on the original charm of the PC industry. They believe that the PC market will continue to maintain large shipments in the next few years. "At present and in the next few years, PC is still the core business of Lenovo."

However, the pressure for industrial change is unavoidable, and the transition has been quietly conducted.

In response to questions from the Morning News reporter about PC transformation pressure, Lenovo responded by saying: “The company is prepared to be vigilant and has long been concerned about the impact of new technologies on the PC industry and began to plan new growth opportunities beyond the PC.” This explains why Lenovo is In the mobile Internet segment, products and technologies were deployed. Lenovo’s companies developed home game consoles. At the same time, Lenovo plans to launch the first generation of Internet TV series products during the year.

PC makers have long been unhappy with just PC makers.

Morning News reporter Zhang Liming guess guess one: Who will buy HP PC?

Since the news that HP considered splitting the personal computer business last week, there have been many rumors about the “acquisition of Hewlett-Packard”. Among them, the ambiguity expressed by Lenovo that the “can consider” attitude does not completely deny the possibility of acquisition. , while Samsung clearly expressed its interest in the acquisition of HP.

Comments: Whether or not the PC industry is now defined as a “sunset” industry, scaling up the scale to increase profitability is still an important way to win the competition at this stage, so if the HP PC really wants to sell, it’s interesting There are also plenty of people.

Conjecture II: PC makers turned TV makers?

Mobile Internet has become a trend. PC manufacturers have already become smart phone manufacturers. Lenovo and Dell have their own products in this area. What will they do when they are starting smart TVs?

Comments: Lenovo has announced that it will cooperate with Shanghai Media Group to produce Internet TV. It is believed that if Internet TV is a trend, followers will not be missing. But strong enemies have also emerged. The latest news yesterday said that Apple is developing a digital TV with iOS operating system.