Eliza Wojnarowska
Georgi Vankov
Anna Swiderek
HP COMPETITOR
Rungruangwitchakul ANALYSIS
Luigi Pezzarossi
BUSINESS SEGMENTS AND MAIN COMPETITORS
HP operates in seven different business segments: enterprise
storage and servers, services, HP software, the personal systems
group, the imaging and printing group, HP Financial Services
and corporate investments.
computer hardware offerings segment encompasses both
enterprise storage and servers and the personal systems group.
HP's two main competitors in this area are Dell and Acer.
ACER
Current Strategy
Aggressive research in mobile technologies
Focus on ultra mobile notebooks and all-day batteries
Multi-brand global strategy relying on differentiated product designs
Acquisition of other computer manufacturers (Gateway and Packard
Bell)
Future Objectives
Become the world's No. 1 mobile PC company
Growth while minimizing operating costs
Increase operating income and profit
Raise overall competitiveness
ACER
Assumptions
Globaleconomy is on the path to recovery
Computer hardware market will recover at a faster rate
High demand from Europe and Asia Pacific
Double digit shipment growth in current year
Capabilities
Shipment growth rate of 31.6% > industry pace of 20.7%
Strong in netbook segment
Weak in corporate markets
Weak server offerings
DELL
Current Strategy
Balancing liquidity, profitability, and growth by emphasizing areas
that provide profitable growth opportunities (services)
Shift towards more variable cost manufacturing structure
Reduce operating expenses and improve working capital
management
Acquisition of Perot Systems, storage companies and services
companies
Future Objectives
Additional cost reduction and efficiency efforts
Provide best value solutions in all areas
Increase portfolio of solutions offerings
DELL
Assumptions
Improving economy
Stronger demand in commercial segment and growth in the
consumer segment
Revenue in 2011 will improve from 2010
Capabilities
Strength in corporate accounts
Perot systems' position in healthcare business
Entry into indirect sales is increasing brand value
No high-end servers
HP is in a good position at this time. It is the No. 1 computer
hardware manufacturer
HP currently following a similar strategy as Acer and Dell in
regard to acquisitions
HP has moved its focus to the services market
HP to invest more heavily in R&D, which allows it to drive
innovation at a better pace.
HP has a much stronger portfolio as it has high-end servers
With the acquisition of EDS, HP will have a stronger position in
the services sector and should be able to keep its current favorable
position.
HP needs to keep expanding into the peripheral IT markets