Q/ Digitization is too fast. What kind of spike have you seen in the business in the past two years?
A/ The PC market itself has gone through an amazing growth trajectory over the last 18 to 24 months. If you look at the latest published data, the Indian PC market actually shipped around 4.3 million units in calendar Q1 of 2022 alone. If you compare that in terms of pure growth rates, the business PC segment within that actually year-over-year, year-over-year. terms grew more than 40 percent. All this clearly indicates that as a result of the new ways of working and what is happening outside according to what the pandemic has caused, the demand in the computer market has been very strong. This will continue to remain strong. The hybrid way of working is here to stay, which means companies will need to refresh their existing installed base, which will obviously come up. And more importantly, they will need to think about how they continue to support a growing workforce with the latest solutions that are being offered. And employees ask for that too. And if you look at the B2C side, even distance learning or what we call learning from home or learning from anywhere will also drive demand for PC. So, there are clear opportunities that will drive demand as we look to the future.
Companies have had to accelerate the pace at which they look at digitizing their core business, and when they want to do it, the first place to start on that is how you look at your workforce and the employees and drive a workforce transformation agenda. within that. Mainly this has to do with the fact that today a lot of decision-making happens at the endpoint quickly closer to where the data is generated, which means the computer or in broader terms, the endpoint, and how powerful, productive, secure. the final point is, is most important. And as the speed of digitization involves how companies exploit the power of data to bring new business models, accept online as a way to market to take products and services. I think that the demand around the end point will be very strong, and to enable the lifestyle that must be offered to their employees must be flexible. And all this means that business laptops will have to evolve a lot.
So, there are clear indicators, both from external demand drivers as well as within organizations, because the speed of digitization and digital transformation will increase. I think business laptops will be at the heart of driving transformation. As I said, you need to keep user experience as one of your key pillars within digital transformation. The second aspect is how you manage device lifecycle, and how you automate tasks so that teams can effectively manage the deployment of devices. And the other aspect is securing the endpoint with the right tools. The PC market will generally be quite strong across most geographies, specifically in India.
Q/ With each computer becoming thinner and more powerful, the separation between laptops has merged. How do you see that?
A/ Maybe eight to nine years ago, a business laptop was largely considered a rugged machine that was going to be a workhorse. Most models that were available were mainstream models. While these are powerful machines and safe, aesthetics were probably second priority. But today when you look at mainstream notebooks, things are different. What we bring to the market is mostly thin and light devices across the portfolio. We wanted to make devices thin and light, without compromising on the processor or key productivity drivers. And that effort will continue. Users want the best of both worlds. That’s why the lines got really blurred.
Q/ The PC market used to be a playground of three major players and a few smaller ones, but that is changing. How do you see that?
A/ The market is definitely growing significantly. So, it’s natural that in such a market, you’re going to have new entrants, but the way we look at this is, it’s a great opportunity for a company like Dell, which has customer centricity as its core. More importantly, we have some of the most innovative products to continue growing in the market. I think it’s a pretty exciting space for companies like Dell, but at the same time, yes, there will be new entrants into the market.
Q/ Smartphones have evolved as efficient and convenient business tools. What impact does it have on the business laptop segment?
A/ Smartphones have brought many innovations in the past decade. But the pace of innovation within laptops has actually caught up. I think laptops have actually made more significant strides. For example, just the form factor itself. Most of the major laptops start at 13 inches. For business customers, an endpoint needs to be powerful and provide a good front-screen experience. The pace of innovation has actually accelerated greatly. And with work from anywhere being one of the main drivers within, the needs of this particular sector are best met by business laptops. They come with the best features, not only from a hardware perspective, across manageability and security.
Q/ What are the technologies that you think would change the future of computing?
A/ I think sustainability, intelligence and security will be key. To give you an example, at the core of every Dell business computer today, you have an AI-based software called Dell optimizer. It makes your computer intelligent, or understands the user’s work profile, and allocates system resources to improve the performance of the computer. Specifically, it can automatically improve the application. It can optimize battery, run time, audio settings, as well as two new privacy features that we introduced in this generation. Then privacy features like onlooker detection and look away detect and save screen. You have a facility where from the factory, the computer can be sent fully configured, with all the usual applications that various organizations want and get to employees, thresholds; all he has to do is turn it on.