The Top 10 Hardware Vendors: Positioning, performance and SWOT analyses

Table of Contents

Executive summary

• Market development
• HP
• Nokia
• Dell
• NEC
• Motorola
• Fujitsu
• Toshiba
• Intel
• Cisco
• IBM

Chapter 1: Introduction

• What is this report about?
• Methodology

Chapter 2: Market context

• Summary
• Overview
• Market definition
• Market size and growth

• Key trends in the hardware vendor market
• Growth driven by emerging countries
• Limited growth in the PC market

Chapter 3: HP

• Summary
• Company information
• History
• Recent financial performance
• Acquisitions and divestments
• Growth strategies
• SWOT analysis
• Strengths
  • Leading market position
  • High quality printer business
• Weaknesses
  • Low profitability by the PSG segment
• Opportunities
  • IT initiatives
  • Leveraging the opportunities in imaging and printing
• Threats
  • Emerging Chinese PC manufacturers

Chapter 4: Nokia

• Summary
• Company information
• History
• Recent financial performance
• Acquisitions and divestments

• Growth strategies
• Chipset strategy

• SWOT analysis
• Strengths
  • Strong market position in the mobile devices market
  • Consistent operating performance
  • Strong presence in emerging markets
• Weaknesses
  • Weak presence in the US
• Opportunities
  • Replacement market in emerging markets
  • Nokia Siemens Networks
• Threats
  • Product recall
  • Litigation

Chapter 5: Dell

• Summary
• Company information
• History
• Recent financial performance
• Acquisitions and divestments

• Growth strategies
• Innovation
• IT simplification

• SWOT analysis
• Strengths
  • Strong market position in the US PC market
• Weaknesses
  • Decline in profitability
  • Weak internal controls
• Opportunities
  • Retail partnership
  • Opportunities in BRIC countries
• Threats
  • Potential inability to facilitate financing for customers

Chapter 6: NEC

• Summary
• Company information
• History
• Recent financial performance
• Acquisitions and divestments

• Growth strategies
• Global expansion
• Next generation networks (NGNs) strategy

• SWOT analysis
• Strengths
  • Strong position in the domestic market
  • Significant alliances
• Weaknesses
  • Declining operational efficiency
• Opportunities
  • Growing demand for LCD monitors
  • Growing demand for mobile phones
• Threats
  • Economic downturn in the key market

Chapter 7: Motorola

• Summary
• Company information
• History
• Recent financial performance
• Acquisitions and divestments

• Growth strategies
• Innovation
• Geographic expansion

• SWOT analysis
• Strengths
  • Strong focus on R&D activities
  • Robust manufacturing capabilities
• Weaknesses
  • Sluggish performance by Networks and Enterprise segment
  • Decline in mobile phone market share
• Opportunities
  • Growing demand for IPTV
• Threats
  • Government regulations

Chapter 8: Fujitsu

• Summary
• Company information
• History

• Recent financial performance
• Acquisitions and divestments

• Growth strategies
• Realignment of LSI business
• Expansion of overseas business

• SWOT analysis
• Strengths
  • Strong R&D capabilities
• Weaknesses
  • Weak returns
• Opportunities
  • Expanding global business capabilities
  • Growing storage and peripherals markets

Chapter 9: Toshiba

• Summary
• Company information
• History

• Recent financial performance
• Acquisitions and divestments

• Growth strategies
  • Digital products business
  • Electronic devices business

• SWOT analysis
• Strengths
  • Presence in key hardware segments
• Weaknesses
  • Highly leveraged
• Opportunities
  • Collaboration with Ikegami Tsushinki
• Threats
  • Withdrawal of HD-DVD from the market

Chapter 10: Intel

• Summary
• Company information
• History
• Recent financial performance
• Acquisitions and divestments

• Growth strategies
• Product development (tick-tock product strategy)
• Cost cutting and restructuring

• SWOT analysis
• Strengths
  • Leading position in microprocessor market
  • Strong technological capabilities
• Weaknesses
  • Decline in profitability
  • Customer concentration
• Opportunities
  • Growth in semiconductor market

Chapter 11: Cisco

• Summary
• Company information
• History
• Recent financial performance
• Acquisitions and divestments

• Growth strategies
• M&A activities

• SWOT analysis
• Strengths
  • Strong financial performance
  • Geographic reach
• Weaknesses
  • Over dependence on suppliers
• Opportunities
  • Growing internet users
• Threats
  • Intense price competition
  • Consolidation in the US telecommunication industry

Chapter 12: IBM

• Summary
• Company information
• History
• Recent financial performance
• Acquisitions and divestments
• Growth strategies
• SWOT analysis
• Strengths
  • Strong position in server market
• Weaknesses
  • Weak performance as compared to peers
• Opportunities
  • Growing demand for Blades
• Threats
  • Shift towards low-end servers

Chapter 13: 11- 20 companies

• Ericsson
• Company description
• Recent financial performance

• Apple
• Company description
• Recent financial performance

• Texas Instruments
• Company description
• Recent financial performance

• Alcatel-Lucent
• Company description
• Recent financial performance

• Sun Microsystems
• Company description
• Recent financial performance

• Nortel Networks
• Company description
• Recent financial performance

• Acer
• Company description
• Recent financial performance

• EMC
• Company description
• Recent financial performance

• STMicroelectronics
• Company description
• Recent financial performance

• Seagate Technology
• Company description
• Recent financial performance

List of Figures

• Figure 2.1: Global hardware market size ($bn), 2002- 2006
• Figure 2.2: Market share of top 10 hardware companies, 2006
• Figure 3.3: HP hardware financial performance ($m), 2005- 2007
• Figure 3.4: HP SWOT analysis
• Figure 4.5: Nokia financial performance ($m), 2004- 2006
• Figure 4.6: Nokia SWOT analysis
• Figure 5.7: Dell hardware financial performance ($m), 2005- 2007
• Figure 5.8: Dell SWOT analysis
• Figure 6.9: NEC financial performance ($m), 2005- 2007
• Figure 6.10: NEC SWOT analysis
• Figure 7.11: Motorola financial performance ($m), 2004- 2006
• Figure 7.12: Motorola SWOT analysis
• Figure 8.13: Fujitsu financial performance ($m), 2005- 2007
• Figure 8.14: Fujitsu SWOT analysis
• Figure 9.15: Toshiba hardware financial performance ($m), 2005- 2007
• Figure 9.16: Toshiba SWOT analysis
• Figure 10.17: Intel financial performance ($m), 2004- 2006
• Figure 10.18: Intel SWOT analysis
• Figure 11.19: Cisco hardware financial performance ($m), 2005- 2007
• Figure 11.20: Cisco SWOT analysis
• Figure 12.21: IBM SWOT analysis

List of Tables

• Table 2.1: Top ten hardware company turnover ($m), growth & profitability, 2004- 2006
• Table 2.2: The global hardware market ($bn), 2006
• Table 2.3: Top ten company presence across hardware segments
• Table 2.4: Worldwide PC vendor unit shipments (m), 2007
• Table 3.5: HP key milestones
• Table 3.6: HP hardware financial performance ($m), 2005- 2007
• Table 3.7: HP hardware business segment performance ($m), 2005- 2007
• Table 4.8: Nokia key milestones
• Table 4.9: Nokia financial performance ($m), 2004- 2006
• Table 4.10: Nokia business segment performance ($m), 2004- 2006
• Table 4.11: Nokia geographical segment performance ($m), 2004- 2006
• Table 5.12: Dell key milestones
• Table 5.13: Dell hardware financial performance ($m), 2005- 2007
• Table 5.14: Dell hardware business segment performance ($m), 2005- 2007
• Table 6.15: NEC key milestones
• Table 6.16: NEC financial performance ($m), 2005- 2007
• Table 6.17: NEC business segment performance ($m), 2005- 2007
• Table 6.18: NEC geographical performance ($m), 2005- 2007
• Table 7.19: Motorola key milestones
• Table 7.20: Motorola financial performance ($m), 2004- 2006
• Table 7.21: Motorola business segment performance ($m), 2004- 2006
• Table 7.22: Motorola geographical performance ($m), 2004- 2006
• Table 8.23: Fujitsu key milestones
• Table 8.24: Fujitsu financial performance ($m), 2005- 2007
• Table 8.25: Fujitsu business segment performance ($m), 2005- 2007
• Table 8.26: Fujitsu geographical performance ($m), 2005- 2007
• Table 9.27: Toshiba key milestones
• Table 9.28: Toshiba hardware financial performance ($m), 2005- 2007
• Table 9.29: Toshiba hardware business segment performance ($m), 2005- 2007
• Table 10.30: Intel key milestones
• Table 10.31: Intel financial performance ($m), 2004- 2006
• Table 10.32: Intel business segment performance ($m), 2004- 2006
• Table 10.33: Intel geographical performance ($m), 2004- 2006
• Table 11.34: Cisco key milestones
• Table 11.35: Cisco hardware financial performance ($m), 2005- 2007
• Table 11.36: Cisco hardware business segment performance ($m), 2005- 2007
• Table 11.37: Cisco hardware geographical performance ($m), 2005- 2007
• Table 12.38: IBM key milestones
• Table 12.39: IBM hardware financial performance ($m), 2004- 2006
• Table 13.40: Ericsson snapshot
• Table 13.41: Ericsson hardware financial performance ($m), 2004- 2006
• Table 13.42: Apple snapshot
• Table 13.43: Apple hardware financial performance ($m), 2005- 2007
• Table 13.44: Texas Instruments snapshot
• Table 13.45: Texas Instruments financial performance ($m), 2004- 2006
• Table 13.46: Alcatel-Lucent snapshot
• Table 13.47: Alcatel-Lucent hardware financial performance ($m), 2004- 2006
• Table 13.48: Sun Microsystems snapshot
• Table 13.49: Sun Microsystems hardware financial performance ($m), 2005- 2007
• Table 13.50: Nortel Networks snapshot
• Table 13.51: Nortel Networks financial performance ($m), 2004- 2006
• Table 13.52: Acer snapshot
• Table 13.53: Acer financial performance ($m), 2004- 2006
• Table 13.54: EMC snapshot
• Table 13.55: EMC hardware financial performance ($m), 2004- 2006
• Table 13.56: STMicroelectronics snapshot
• Table 13.57: STMicroelectronics hardware financial performance ($m), 2004- 2006
• Table 13.58: Seagate snapshot
• Table 13.59: Seagate financial performance ($m), 2005- 2007