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移動設(shè)備成PC霸主聯(lián)想新的銷量冠軍

移動設(shè)備成PC霸主聯(lián)想新的銷量冠軍

Dan Mitchell 2013-08-19
聯(lián)想已經(jīng)成為世界最大的PC生產(chǎn)廠商,但它在今年第一季度賣得最好的卻是移動設(shè)備。這也從另一個角度證明,消費者從PC向智能手機等移動設(shè)備的轉(zhuǎn)移確實已經(jīng)是大勢所趨。

????消費者從傳統(tǒng)PC轉(zhuǎn)投平板電腦和智能手機是大勢所趨,而聯(lián)想(Lenovo)最近的數(shù)據(jù)從另一個角度佐證了這個觀點。聯(lián)想表示,它的移動設(shè)備銷量已經(jīng)超過傳統(tǒng)PC。

????聯(lián)想2013年第一財季財報顯示,智能設(shè)備(包括手機、平板和PC機)銷量同比增長了41%(凈利潤增長23%,營收增長9.7%)。主要得益于中國本土市場的強勁增長,聯(lián)想光智能手機的銷量就飆升132%。這家公司在今年5月曾表示,計劃一年之內(nèi)在美國市場推出智能手機。

????而這些變化的背景是,聯(lián)想已經(jīng)是全球最大的PC生產(chǎn)廠商。盡管PC市場日益萎縮,和競爭對手一樣,聯(lián)想也在經(jīng)歷銷量下滑之苦。但聯(lián)想利潤率卻有所上升,因為它開始專注于高端市場。聯(lián)想首席執(zhí)行官楊元慶向《華爾街日報》(Wall Street Journal)表示:“如果一家公司無法推動業(yè)務(wù)增長,就應(yīng)更多地關(guān)注利潤率?!?/p>

????楊元慶在今年6月于成都舉辦的《財富》(Fortune)全球論壇上表示:“聯(lián)想不僅要做好傳統(tǒng)個人電腦業(yè)務(wù),還要做好PC+的業(yè)務(wù),要在智能手機、平板電腦等移動互聯(lián)終端領(lǐng)域占據(jù)一席之地?!倍趲字苤?,楊元慶向《財富》表示:“PC不會死?!?/p>

????所以,聯(lián)想正積極謀劃PC和移動兩大市場。聯(lián)想專注高端PC的原因不僅僅在于利潤率,更重要的是它代表了市場的走向,市場正從主流用戶轉(zhuǎn)向家庭和企業(yè)級市場的超級用戶。而移動設(shè)備至少是目前的主流所在。隨著移動設(shè)備越來越向PC靠攏,兩者的界限將不斷模糊。(財富中文網(wǎng))

????譯者:項航???

????In yet another data point highlighting the worldwide shift from PCs to tablets and smartphones, Lenovo (LNVGY) says its sales of mobile devices have surpassed its sales of PCs.

????Sales of "smart devices" (including phones, tablets, and PCs) rose by 41% in over the past year, Lenovo said in reporting its first-quarter results (net profits up 23%; revenues up 9.7%). Sales of smartphones alone soared by 132%. That rise is thanks largely to growth in China, the company's home country. Lenovo said in May that it plans to introduce smartphones in the U.S. within a year.

????This all happened even as Lenovo was becoming the world's top seller of PCs. But that's happening in a shrinking market, and Lenovo's PC sales are declining along with pretty much everyone else's. Margins are up, though, because Lenovo is concentrating on the high end. "If you can't drive growth, you should pay more attention to margins," CEO Yuanqing Yang told the Wall Street Journal.

????"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 smartphone area," Yang said in June at the Fortune Global Forum in Chengdu. A few weeks before that, Yang told Fortune that the "PC definitely will not die."

????Thus, Lenovo is playing both ends of the PC-mobile divide. It's concentrating on high-end PCs not only because of the margins, but because that's where the market is going -- away from the mainstream and toward power users in offices and homes. Mobile devices are where the mainstream action is at, at least for now. As mobile devices continue to more closely resemble what we think of as "PCs," the distinction will continue to blur.

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