Earlier this month, Lenovo completed a split reorganization of four business groups. For Italian Lanci, he has acquired a new identity: Lenovo Group Executive Vice President (EVP) and chief Operating Officer (COO), president of the PC business group.
With the break-up of the business and the appointment of new executives, Lenovo's strategy is also adjusting and proposing the goal of "moving to mobile, cloud storage, and enterprise-level business". Lanci that the PC industry has been to reshuffle the time, product competition patterns are also changing, in view of this, Lenovo established the future potential for two directions. The following is the content of Sohu it based on Lanci speech:
1,PC industry faces shuffle
There's always been a voice singing down the PC industry, while the manufacturers are constantly away from the PC market. Sony, for instance, used to be an important genre of the PC industry, but now it is almost abandoning its PC business.
February 6, 2014, Sony announced that its notebook computer business with "VAIO" brand, the transfer of all sold to the "Japanese industry partners." The data show that Sony's PC business in the 2013 fiscal year sales of only 5.8 million, the global share shrank to 1.9%. The PC industry's slump has led to Sony's decision to sell the PC business in its entirety.
Lanci stressed, "in recent years, especially in the next few years, there will be three to four companies from our industry disappear." ”。 For the competitor's departure, Lanci said, "When others leave the field when we continue to adhere to, we will continue to expand." ”
It is based on this idea, Lanci judged, although China's market share has reached 35%, but there is still room for growth and opportunities. The same growth opportunities will also occur elsewhere.
2,PC Product Shape Changes
Lanci that the impact of products such as tablets and smartphones on the traditional PC industry is also prompting PC practitioners to make changes and ultimately affect the external shape of PCs. For example, a multimode computer is a direction, can be used as a PC, and can be used as a tablet.
According to IDC, while the PC trend is still falling, this year's decline has slowed markedly compared with last year's rapid decline. Although the PC market is still unknown, but the multimode computer market should be the first to warmer.
Many companies have been innovative based on multimode computers, as the PC's industrial chain upstream, Intel is willing to actively lead the change, the implementation of the second one of the PC flat concept. Including Lenovo, Asus, Acer and other companies in this direction to explore, which Lenovo produced products is yoga.
3, Lenovo Group PC's two tapping direction
Overseas SMB Market
In terms of data alone, Lenovo's market share of global PCs has reached 18.5%, with a share of 35% in the Chinese market. The business has contributed more than 80% of its profits to Lenovo Group. This means that the PC business is the basis for Lenovo's business and supports the development of other businesses.
Lanci that Lenovo Group's future profit growth is mainly 2, one is the SMB market. Lenovo's share of the SMB market in markets outside China is only 10%, according to the data, Lanci that Lenovo has a lot of room to grow in this area.
A case in contrast is the current status of Lenovo Group in China's SMB market. As early as 2005, Lenovo launched a computer dedicated to small and medium-sized users at home (mainly in the days of Ascension). Within 3 years, Lenovo's share of the market topped 20%. There is no detailed statistics on the market, but one Lenovo executive says its share is above 30%.
It should be pointed out that Lenovo in the SMB market will develop a special product and channel plan, to take the required custom model. According to Lanci's plan, the SMB market in addition to China will be one of the important directions of Lenovo offense, and the think series will become the main product.
Workstation
Another card used by Lanci for Lenovo's potential PC is workstation. In the history of Hewlett-Packard and Lenovo who was the first of the first Oolong events in the PC, IDC and Gartner data have been fought because of differences in statistics on workstations. From the available data, HP and Dell have a large share of workstations, Lenovo's share of the market is only 10%. This is the focus of Lenovo's next step, Lanci said.
A lot of people lack knowledge about workstations because the attributes of this product are biased towards the professional level. It refers to a personal computer and distributed network based on computing, mainly for professional applications, with a strong data operation and graphics, image processing capabilities, to meet the professional field of the design and development of high-performance computers.
In detail, the workstations can be divided into Unix system workstations based on RISC architecture and PC workstations based on Wintel alliance according to the different software and hardware platforms. IDC and Gartner sometimes count workstations when considering PC shipments. In this area, Lenovo started more than HP, Dell late, so its market share has been low, maintained at around 10%, Lanci plan to take this as a breakthrough.
Concluding:
For the PC industry, the industry has much less room to imagine than smartphones, tablets or clouds. But Lenovo does not have the courage to break the wrist of Sony, because for Sony, the PC business can be icing on the cake, but also can be thrown away when the chicken, it is not the life and death of Sony. For Lenovo, the business has contributed more than 80% of its profits to the group. Therefore, Lenovo can not give up this business, the only thing to do, is in the diversification at the same time, continue to tap the PC.