Market Intelligence: Vietnam SMB
Market Intelligence: Vietnam SMB April, 2010
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
Top 3 World Wide SMB predictions for 2010 1. SMB IT Spending Will Reach $509.6 billion, a 3.7% increase over 2009. But, this $18.2 billion increase will be less than the decline of 4.3% in 2009.
2. SMB Spending Recovery More Modest in Developed Regions: +2.1% in North America, +1.9% Western Europe, -0.2% Japan. Still, 68.5% of SMB IT spending worldwide will be here.
3. Developing Regions Will Show More Dramatic SMB Spending Gains: CEMA Leading at +9.9%, Asia/Pacific (excluding Japan) at +7.3%, and Latin Am at +7.1%. Some amazing bounce back in a few places, like Russia.
Source: IDC Telebriefing, 1/14/10
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
SMB is an enormous opportunity Price Plays much less important role in SMB purchase criteria
We expect solid NB growth in SMB But don’t forget DT, it ‘s alive and well
SMB Volume Forecast
60%
100,000,000 90,000,000 80,000,000 70,000,000 60,000,000 50,000,000 40,000,000 30,000,000 20,000,000 10,000,000 0
Respondents listing Price as top Purchase Criteria* 19%
DT NB
Consumer
SMB
*Intel IMR 2008, US, PRC, Germany
2010
2011
2012
2013
Source: IDC 2009
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
SMB opportunity in Vietnam • More than 1.6 Million SMBs – Mainly concentrated in 7 vertical industries – Majority are investing in IT to improve and control their bottom line
• Estimated to spend more than US$748 Million on IT hardware products in 2010 – Desktop-$527 Notebook-$168 Server-$53
• IT spending by SMBs is forecast to reach more than US$997 Million by 2012 Desktop: 23% increase from 2010 Notebook: 66% increase from 2010 Server: 37% increase from 2010 Source AMI, Partners, Oct 2009
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
Vietnam 2010 forecasted spend by vertical (Desktop – Mobile - Server only) •
AMTUC - $115
•
Manufacturing - $365
–
– –
Wholesale - $19
•
Retail - $158
•
FIRE - $52
•
Professional Services – $18
•
Other Services - $17
– –
–
–
–
$527 - Desktop
Process Mfg. (pharmaceuticals, chemical, food, textile, metals, etc.) Discrete Mfg. (product assembly, apparel, furniture, consumer ready products)
•
–
All Verticals Combined
Agriculture, Mining, Transportation-(logistics, warehousing, delivery service), Utilities, Construction (commercial, residential, highways)
$168 - Mobile $53 - Server
Distribution, B2B, raw materials, etc. B2C, merchandise, food stores, building materials, etc.
US Dollars
Financial, Insurance (agents, brokers, agencies) Real Estate (mortgage companies, etc.) Engineering, consulting, personal services (legal, personal care, automotive, recreation)
$748 Million
Medical offices, clinics, nursing facilities, laboratories, dental offices, home healthcare services Infrastructure Services (communication & media (TV & radio stations)
Source AMI, Partners, Oct 2009
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
Vietnam client spend by vertical (Desktop & Mobile
combined)
Client Spend in Millions for 2012
33% growth from 2010 to 2012
Rapidly growing verticals: Manufacturing, Retail, AMTUC
Source AMI, Partners, Oct 2009
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
Vietnam PC: units installed by employee size 489 Thousand PCs installed as of 2010 w/ an estimated growth of 13% by 2012
Source AMI, Partners, Oct 2009
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
Vietnam SMB Security Opportunity Forecasted to reach $35M by 2012
$25M 2010
Security Productivity Managed Services Source AMI, Partners, Oct 2009
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
Vietnam SMB Productivity Opportunity Security
Forecasted to reach
$40m by 2012
Productivity Managed Services
$30m 2010
Source AMI, Partners, Oct 2009
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
Vietnam SMB Managed Services Opportunity Forecasted to reach $76m by 2012
$59m 2010
Security Productivity Managed Services Source AMI, Partners, Oct 2009
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
Top 3 World Wide SMB predictions for 2010 1. SMB IT Spending Will Reach $509.6 billion, a 3.7% increase over 2009. But, this $18.2 billion increase will be less than the decline of 4.3% in 2009.
2. SMB Spending Recovery More Modest in Developed Regions: +2.1% in North America, +1.9% Western Europe, -0.2% Japan. Still, 68.5% of SMB IT spending worldwide will be here.
3. Developing Regions Will Show More Dramatic SMB Spending Gains: CEMA Leading at +9.9%, Asia/Pacific (excluding Japan) at +7.3%, and Latin Am at +7.1%. Some amazing bounce back in a few places, like Russia.
Source: IDC Telebriefing, 1/14/10
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
SMB is an enormous opportunity Price Plays much less important role in SMB purchase criteria
We expect solid NB growth in SMB But don’t forget DT, it ‘s alive and well
SMB Volume Forecast
60%
100,000,000 90,000,000 80,000,000 70,000,000 60,000,000 50,000,000 40,000,000 30,000,000 20,000,000 10,000,000 0
Respondents listing Price as top Purchase Criteria* 19%
DT NB
Consumer
SMB
*Intel IMR 2008, US, PRC, Germany
2010
2011
2012
2013
Source: IDC 2009
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
SMB opportunity in Vietnam • More than 1.6 Million SMBs – Mainly concentrated in 7 vertical industries – Majority are investing in IT to improve and control their bottom line
• Estimated to spend more than US$748 Million on IT hardware products in 2010 – Desktop-$527 Notebook-$168 Server-$53
• IT spending by SMBs is forecast to reach more than US$997 Million by 2012 Desktop: 23% increase from 2010 Notebook: 66% increase from 2010 Server: 37% increase from 2010 Source AMI, Partners, Oct 2009
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
Vietnam 2010 forecasted spend by vertical (Desktop – Mobile - Server only) •
AMTUC - $115
•
Manufacturing - $365
–
– –
Wholesale - $19
•
Retail - $158
•
FIRE - $52
•
Professional Services – $18
•
Other Services - $17
– –
–
–
–
$527 - Desktop
Process Mfg. (pharmaceuticals, chemical, food, textile, metals, etc.) Discrete Mfg. (product assembly, apparel, furniture, consumer ready products)
•
–
All Verticals Combined
Agriculture, Mining, Transportation-(logistics, warehousing, delivery service), Utilities, Construction (commercial, residential, highways)
$168 - Mobile $53 - Server
Distribution, B2B, raw materials, etc. B2C, merchandise, food stores, building materials, etc.
US Dollars
Financial, Insurance (agents, brokers, agencies) Real Estate (mortgage companies, etc.) Engineering, consulting, personal services (legal, personal care, automotive, recreation)
$748 Million
Medical offices, clinics, nursing facilities, laboratories, dental offices, home healthcare services Infrastructure Services (communication & media (TV & radio stations)
Source AMI, Partners, Oct 2009
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
Vietnam client spend by vertical (Desktop & Mobile
combined)
Client Spend in Millions for 2012
33% growth from 2010 to 2012
Rapidly growing verticals: Manufacturing, Retail, AMTUC
Source AMI, Partners, Oct 2009
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
Vietnam PC: units installed by employee size 489 Thousand PCs installed as of 2010 w/ an estimated growth of 13% by 2012
Source AMI, Partners, Oct 2009
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
Vietnam SMB Security Opportunity Forecasted to reach $35M by 2012
$25M 2010
Security Productivity Managed Services Source AMI, Partners, Oct 2009
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
Vietnam SMB Productivity Opportunity Security
Forecasted to reach
$40m by 2012
Productivity Managed Services
$30m 2010
Source AMI, Partners, Oct 2009
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
Vietnam SMB Managed Services Opportunity Forecasted to reach $76m by 2012
$59m 2010
Security Productivity Managed Services Source AMI, Partners, Oct 2009
* Other names and brands may be claimed as the property of others.
Copyright © 2010, Intel Corporation.
