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聯(lián)想坐上PC業(yè)頭把交椅

聯(lián)想坐上PC業(yè)頭把交椅

Stephanie N. Mehta 2013-07-15
上周,聯(lián)想公司在全球PC市場(chǎng)的份額超過惠普,正式成為全球第一大PC廠商。聯(lián)想在今年的全球世界500強(qiáng)排行榜上排名第329位,已經(jīng)是全球最大的科技公司之一。不過,由于全球PC市場(chǎng)仍然在持續(xù)萎縮,聯(lián)想也必須找到新的增長點(diǎn)。

聯(lián)想集團(tuán)CEO 楊元慶

????據(jù)兩家調(diào)查公司的報(bào)告顯示,中國公司聯(lián)想(Lenovo)終于不負(fù)眾望,在上周成為全球最大的個(gè)人電腦供應(yīng)商。高德納(Gartner)與國際數(shù)據(jù)公司(IDC)均表示,2013年第二季度,聯(lián)想的市場(chǎng)份額達(dá)到了16.7%。高德納稱,聯(lián)想終于取代了一直占據(jù)市場(chǎng)首位的惠普(Hewlett Packard)?;萜盏氖袌?chǎng)份額則下跌到了16.3%。

????除此之外,聯(lián)想還有一件事值得慶祝:在今年的《財(cái)富》世界500強(qiáng) Fortune Global 500排名中,聯(lián)想上升了41位,排名第329位。今年進(jìn)入世界500強(qiáng)排行榜的中國大陸公司共有89家。

????盡管聯(lián)想的市場(chǎng)份額在擴(kuò)大,但全球PC業(yè)的發(fā)展卻在持續(xù)放緩。IDC和高德納的調(diào)查均顯示,第二季度全球PC出貨量持續(xù)下降(分別為11.4%和10.9%)。實(shí)際上,聯(lián)想的計(jì)算機(jī)總體出貨量同樣出現(xiàn)了小幅下降,但由于惠普、戴爾(Dell),尤其是宏碁(Acer)和華碩(Asus)等各大競(jìng)爭對(duì)手出貨量下降幅度更大,因此,聯(lián)想的總體市場(chǎng)份額反而有所增加——當(dāng)前季度達(dá)到7,560萬臺(tái)。

????整個(gè)行業(yè)的困境并沒有影響到聯(lián)想CEO楊元慶的信心。最近在成都舉辦的《財(cái)富》全球論壇上,楊元慶強(qiáng)調(diào)了聯(lián)想征服其他領(lǐng)域的必要性。他說:“我們的戰(zhàn)略是不僅做一家PC廠商,我們還要進(jìn)軍PC+市場(chǎng)。所以我們必須在平板設(shè)備和智能手機(jī)領(lǐng)域有所斬獲?!?/p>

????但聯(lián)想與惠普不同,惠普對(duì)于個(gè)人電腦的投入已經(jīng)有所動(dòng)搖(還記得嗎,惠普曾經(jīng)認(rèn)真考慮退出個(gè)人電腦業(yè),但最終還是放棄了?),但聯(lián)想?yún)s依然對(duì)這個(gè)領(lǐng)域充滿信心。楊元慶接受《財(cái)富》雜志高級(jí)記者米格爾?赫爾夫特采訪時(shí)說:“個(gè)人計(jì)算機(jī)絕對(duì)不會(huì)消亡?!?/p>

????聯(lián)想與世界500強(qiáng)中其他中國公司的不同之處在于它收入的多元化。許多中國國企幾乎完全依賴國內(nèi)銷售。而聯(lián)想和電信設(shè)備制造商華為(Huawei,財(cái)富世界500強(qiáng)排名第315位)這兩家民營企業(yè)卻成功將其產(chǎn)品推廣到了全世界。例如,在印度,消費(fèi)者考慮購買PC時(shí),選擇最多的就是聯(lián)想品牌。

????當(dāng)然,中國依然是對(duì)聯(lián)想及其競(jìng)爭對(duì)手非常重要的市場(chǎng)。上個(gè)月,惠普宣布對(duì)管理層進(jìn)行大規(guī)模調(diào)整。公司CEO梅格?惠特曼將一直擔(dān)任PC部門主管的托德?布拉德利調(diào)任到新的戰(zhàn)略崗位。公司表示,布拉德利將負(fù)責(zé)加強(qiáng)惠普在中國的業(yè)務(wù)。(財(cái)富中文網(wǎng))

????譯者:劉進(jìn)龍/汪皓

????As widely expected, China's Lenovo this week emerged as the world's top purveyor of personal computers, according to new reports from two research firms. Both Gartner and IDCsay Lenovo's market share in the second quarter of 2013 hit 16.7%. Lenovo unseats longtime No. 1, Hewlett Packard, whose share fell to 16.3%, Gartner says.

????Lenovo had another reason to celebrate this week: The company climbed 41 spots to No. 329 on the Fortune Global 500, Fortune's ranking of the world'd largest corporations. Lenovo is one of 89 Chinese Mainland-based companies on the list.

????Lenovo's share gains come amid a slowdown in the global PC business. IDC and Gartner show continued declines in second-quarter shipments (11.4% and 10.9%, respectively). Indeed, Lenovo's total shipment of computers fell slightly, but because rivals such as HP (HPQ), Dell (DELL), and especially Acer and Asus, saw even greater declines. Lenovo's share of the overall market -- 75.6 million units in the quarter -- edged up.

????The industry's struggles are not lost on Lenovo CEO Yuanqing Yang. During a panel at the recent Fortune Global Forum in Chengdu, Yang underscored the need for Lenovo to conquer other categories. "We set a strategy to become not just a PC player, but also a PC-plus player. So we must win in the tablet area, in the smart phone area," he said.

????But unlike HP, which has sometimes wavered in its commitment to personal computers (remember when HP mulled, then reversed, a plan to exit the business? ) Lenovo continues to be a big believer in the category. Yang told Fortune senior writer Miguel Helft: The "PC definitely will not die."

????What sets Lenovo apart from the other Chinese companies on the Global 500 ranking is the diversity of its revenue. Many Chinese state-owned enterprises rely almost entirely on domestic sales. Lenovo and telecom equipment maker Huawei (No. 315), are private companies, and they successfully sell their products around the world. The Lenovo brand is the top choice among Indian consumers considering a PC purchase, for example.

????China, of course, remains an important market for Lenovo -- and its competitors. Last month HP announced a big management reorganization. CEO Meg Whitman reassigned longtime PC chief Todd Bradley to a new strategy role. The company specified that he is responsible for enhancing HP's business in China.

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