"In the future market, it is likely to have only two types of CPU - ARM and Intel." President of ARM China, Tan Jun said, with the integration of internet and communications industry, ARM and Intel will inevitably have to battle in the same field. But previously, ARM is provider of communications engine, and Intel is the heart of IT industry, the two companies go along respective fields.
But now the business field of internet and communications will penetrate to each other, it is most likely to have a direct collision between them, all of this is because of these IT companies want to provide customised mobile terminal to wireless mobile operators.
Dell has released one type of G3 netbook which customised by CMCC (China Mobile Communications Corporation), meanwhile, other 17 PC manufacturers such as Lenovo, HP, Acer are selected by CMCC as the suppliers of first batch of customised G3 netbook, however the previously CMCC's customised product only include handset manufacturers.
Dell,the traditional PC manufacture, not only involved in the project of CMCC customised netbook, but also plan to launch smart phone, Dell’s smart phone is anticipated to enter china market before the end of this year, sources reported. In this way Dell have to compete with Nokia, Apple and other robust competitors.
In the future, the Internet mobile terminals will inside many pepole's pocket, we could not drawn a conclusion that in what form it appears in the end. However, the mainstream manufacturers eager to enlarge their business field and penetrate to other's field, for fear of being cast aside by the market, this is a balances based on fear!.
New enemy
Apart from the traditional IT stores, Dell has entered CMCC's business hall, it is an effective sales outlets stores with which can achieved revenue as ten-fold of the traditional IT stores. Previously, The landgrave was belong exclusively to the manufacturers of mobile phone.
"For sales, China Mobile will take national agent model, other sales channels must obtain mobile internet terminal through the national agent, this sales model will not have influence on the benefit of currently IT sales channel." CMCC's marketing director He Zhili said, According to its revealed information, CMCC will push netbook by communication sales channels, not the original IT sales channel.
However, Dell give more greater span, insiders from Dell said that the upcoming Dell smartphone will be available in China market during this year. China market is the largest mobile communication market in the world, more importantly is the market has not been completely occupied by Apple, BlackBerry, and other giant companies.
Based on the mobile Internet, the future communication product will be mobility, more thin and light weight. Vice president of Dell global and Great China general manager of consumer Business Department, Yang Chao said: "Design philosophy of Dell's product is based on who will buy it, what's he want, rather than an accumulation of components. "
April 8, chairman of Acer, JT Wang said, Acer will cooperation with China Unicom, push a new smartphones product of Acer, and it is expected to commercialization at the end of this year. It is most likely smartphone will gradually replaced notebook in the future, action of entering smartphone market is a preventive strategies.
Despite Lenovo mobile has came off from Lenovo because of it's continuously financial loss, but since July 2008, Lenovo Mobile has achieved financial gain. Insiders of the industry generally believe that Lenovo Mobile will re-enter Lenovo at some time.
The world's largest PC maker HP has prepared for enter smartphones market for a long time, till now, almost all of the world's mainstream PC manufacturers have entered into wireless communication market. Involved in the project of customised netbook by mobile operators, it is the first gun for PC manufacturers fight with traditional mobile phone giant manufacturers.
The trend of integration also influenced by ASUS's easy PC project, "PC is no longer a simple PC, but also the data center." chairman of the ASUS chinese business group said, it is the trend that the market of easy PC and smart phone penetrate with each other.
This means that consumers no longer just rely on the mobile phone to access to mobile Internet.
It is not a good news for Nokia. "Today, We know what is mobile phones, and also know what is computer, they will integrate with each other in numbers of method." Nokia CEO Olli-Pekka Kallasvuo said, "Today, hundreds of millions of people around the world have their first time internet experience via mobile phone, rather than through the computer. This is a very good description on how to achieve the integration, as well as the integration will bring new business opportunities. "
Nokia has felt the threat from PC manufacturers, then whether or not Nokia will manufacture their own laptop computer some day? The answer is "We do not rule out any possibility, of course, we are also very activity and seriously consider about these kinds of business opportunities."
In fact, the integration area of mobile phones and laptops have already been moved to the whole communications and IT industry chain.
Intel, the top one leading company in world IT industry, also seriously consider about it, Intel CEO Paul S.Otellini said that the expansion plans of Intel's future market will focus on three main areas: the embedded market, Internet market and the smart phone market.
In that case, the British giant company in smartphone chipset market, ARM's leading position in mobile phone market maybe under threat. In fact, ARM also took aim at the mobile netbook market.
USA mobile phone chipset venders Qualcomm officially announced that their mobile netbook has been launched based on their Snapdragon platform. Snapdragon platform will help the handset manufacturers to smoothly self transition to the mobile netbook manufacturers, it will intensified the competition in netbook market.
Huawei Technologies Co Ltd and ZTE Corp, two leading providers of telecommunications equipment and network solutions in China, also closely follow this trend, recently their netbook strategy has been announced.
IDC forecast that the growth of global netbook in 2009 close to 100%, the sales volume will be more than 21 million units, the sales volume in chinese market will reached to 1.9 million units. Consulting firm iSuppli has published a report, their optimistic forecast is: the global shipments of smartphone unit will reach to 192.3 million in year 2009, more than 11.1% growth compared to 173.6 million in year 2008.
Interestingly, whether giant companies in communications field or IT field, all of them have focused on the mobile terminal integration. In the road of diversified strategy, Intel,ARM, Google, Dell, Nokia, these original irrelevant companies will compete against each other, but the competition result does not depend on their current strength.
Integration
"In 21st century, the Internet and communications network should be combine into one mobile Internet network, which based on 3G and future 4G wireless communication platform." the member of Electronic Science and Technology Committee in MIIT, Li Jinliang said.
In the coming chinese 3G telecom epoch, it is not just need faster connection speed, or ubiquitous internet access, the more direct experience of 3G customer is they will enjoy the more powerful 3G terminals than ever.
For communication related products, customised by operators have become a mainstream marketing promotion method, but CMCC may unanticipated that the traditional IT products will be also involved in their customized scope, the application start point in China 3G is netbook, rather than mobile phone!
"Netbook customization is first time CMCC to try a depth cooperation with mainstream PC manufacturers." Lu Xiangdong, the vice president of CMCC said, "G3 netbook is the more powerful terminal for our customers than mobile phone, based on G3 netbook, our customers could have more richness of experience on 3G business."
Inside CMCC customised netbook, there is an built-in TD-SCDMA module, "With the communication module inside in netbook, the combination between internet and communication network has been realized, Yang Chgao said."
Experience of European operators has shown that, with operator's customizetion, the sales volume of netbook has reached an amazing fast growth than ever.
According to the forecast and analysis of IDC China, In year 2009, the sales volume of netbook in china market will up 276% year on year. Yang Chao said that the forecast from Dell is more optimistic.
Sino market research firm said, there are various types of products will be arised in 3G epoch, they forecast that the sales volume in year 2009 will reach 15 million mobile phones, seven million data card, 3 million internet notebook and 1 million wireless fixed telephone.
Today, china 3G are formally launched, the integration between internet industry and the telecommunications industry is gradually realized, the whole industry chain which pushed by mobile operators is actively explore and practice the new patterns and ideas.
Mobile operators are not satisfied merely being a provider of communication access platform, it has said that the Open Mobile System (OMS) named as "Ophone" will soon be released by CMCC.
Vice general manager of mobile terminal management center of China Telecom, Ma Daojie pointed out, CDMA terminal is just an ordinary terminal, but through the integration of some newest application field, we will find the blue ocean of these terminals.
Partner of Derui telecommunications consulting, Nguyen Kaili said, the integration of Internet, telecommunication networks and Broadcasting Television network can be divided into three levels: firstly, integration of supervision and management, today internet and telecommunications networks are being gradually integrated, secondly is integration of existing Broadcasting Television networks with other networks. Finally is terminal integration and business integration.
In the future, the terminal that could access to internet and coincidence variously requirements from customer will become market mainstream.
People will no longer ask the question such as "should I choose whether smart phone or laptop?" But just like "which mobile internet terminal is the most suitable one for me."
