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聯想劍指巴西

聯想劍指巴西

Stephanie N. Mehta 2012-09-07
周三,聯想宣布計劃收購巴西第二大PC制造商CCE。據知情人士透露,這筆交易價值約1.5億美元。憑借這宗交易,聯想有望朝著全球PC霸主的寶座更進一步。然而,它目前的市場份額在美國市場上僅排名第四。這個成績顯然會拖累它的雄心。

????通過收購巴西電子設備公司CCE,中國電腦制造商聯想(Lenovo)以新興市場為切入點,距離成為全球領先PC制造商的宏大愿景更近一步。

????目前,聯想已經是中國和印度的市場領導者.周三,該公司宣布計劃收購巴西第二大PC制造商CCE。據知情人士向《財富》雜志(Fortune)透露,這筆交易價值約1.5億美元。

????交易消息傳出時,聯想在日本的合作伙伴NEC科技公司出售了其持有的所有聯想股份,導致聯想在亞洲市場的股價下跌了8%。

????其實,聯想早已進入巴西市場。近期,聯想便投資3,000萬美元在當地建廠。但公司管理層認為,公司需要在當地尋找一位合作伙伴,加快在當地業務的開展。聯想亞太及拉丁美洲地區總裁米爾科?范?杜伊吉對《財富》雜志稱:“我們也可以自己來做。但我們已經錯過了世界杯,也錯過了奧運會。”巴西將主辦2014年足球世界杯和2016年夏季奧運會。預計這兩項體育盛會將刺激消費者對電子產品的需求,因為他們需要購買新設備來觀看活動和賽事。

????范?杜伊吉表示,收購CCE對聯想不僅具有戰略意義,也與聯想的企業文化相契合。“我第一次與CCE管理層見面時,就感覺到他們非常可靠,極其注重質量與品牌價值。”他表示,CCE高級管理層仍將繼續留任,這也是交易的一部分。CCE創始人兼CEO羅伯托?斯沃尼爾在新聞發布會上表示:“聯想將給CCE帶來無與倫比的高品質產品。”收購預計將在2013年完成。

????聯想一直保持著上升的勢頭,它在全球PC市場的份額已經從2009年的9%增加到了15%。聯想的成功很大程度上源于它在中國和其他新興市場的強大影響力。相比于發達國家市場,新興市場的市場滲透率仍然較低。

????巴西與中國和印度一樣,國內的中產階層也在迅速崛起,而這種趨勢則意味著對電腦、電視與手機需求的增加。

????當然,聯想還不能放松。范?杜伊吉稱:“我們認為,如果不能在全球前五大市場占據更為有利的地位,我們就不能算是首屈一指。”那么,哪個市場拖了聯想的后腿?答案是美國。聯想在美國市場位居第四,落后于惠普(HP)、戴爾(Dell)和蘋果(Apple)。

????譯者:劉進龍/汪皓

????With its planned acquisition of Brazilian electronics company CCE, Chinese computer maker Lenovo moves one step closer to its bold vision of becoming the world's leading PC maker by attacking emerging markets.

????Lenovo, already the market leader in China and India, on Wednesday said it plans to acquire CCE, the No. 2 PC maker in Brazil. A person close to the transaction tells Fortune the deal is valued at about $150 million.

????News of the deal comes as Lenovo's partner in Japan, NEC Corp., sold its entire stake in Lenovo, a move that sent the PC maker's shares down 8% in Asian markets.

????Lenovo already has a presence in Brazil. It recently invested $30 million in a factory there. But executives felt the company needed a local partner to jump-start its operations in the area. "We could do it ourselves," Milko van Duijl, president of Asia Pacific and Latin America for Lenovo, tells Fortune, "but we'd miss the World Cup. We'd miss the Olympics." Brazil will host soccer's World Cup in 2014 and the Summer Olympic Games in 2016. Both events are expected to spur demand for electronics as consumers seek new devices to watch events and games.

????Van Duijl says the CCE deal was a strategic fit for Lenovo, but also a cultural one. "The first time I met the family I sensed that they were solid, focused on quality and brand value." He says senior management will stay on as part of the transaction. "Lenovo brings CCE an unmatched legacy of quality," Roberto Sverner, founder and CEO of CCE, said in a news release. The acquisition is expected to close in the first quarter of 2013.

????Lenovo has been on an upswing, boosting its share of the global PC market to 15%, up from 9% in 2009. Much of its success can be attributed to its strong position in China and other emerging markets, where market penetration is not as high as it is in the developed world.

????Brazil, like China and India, is seeing an expansion of its middle class -- a trend that translates into increased demand for computers, televisions, and cell phones.

????Of course, Lenovo still has work to do. "We don't feel we get to No. 1 if we don't take a more prominent position in the top five markets worldwide," Van Duijl says. Where does Lenovo lag? The U.S., where the company is the No. 4 player, behind HP (HPQ), Dell (DELL), and Apple (AAPL).

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