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聯想坐上PC業頭把交椅

聯想坐上PC業頭把交椅

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

聯想集團CEO 楊元慶

????據兩家調查公司的報告顯示,中國公司聯想(Lenovo)終于不負眾望,在上周成為全球最大的個人電腦供應商。高德納(Gartner)與國際數據公司(IDC)均表示,2013年第二季度,聯想的市場份額達到了16.7%。高德納稱,聯想終于取代了一直占據市場首位的惠普(Hewlett Packard)。惠普的市場份額則下跌到了16.3%。

????除此之外,聯想還有一件事值得慶祝:在今年的《財富》世界500強 Fortune Global 500排名中,聯想上升了41位,排名第329位。今年進入世界500強排行榜的中國大陸公司共有89家。

????盡管聯想的市場份額在擴大,但全球PC業的發展卻在持續放緩。IDC和高德納的調查均顯示,第二季度全球PC出貨量持續下降(分別為11.4%和10.9%)。實際上,聯想的計算機總體出貨量同樣出現了小幅下降,但由于惠普、戴爾(Dell),尤其是宏碁(Acer)和華碩(Asus)等各大競爭對手出貨量下降幅度更大,因此,聯想的總體市場份額反而有所增加——當前季度達到7,560萬臺。

????整個行業的困境并沒有影響到聯想CEO楊元慶的信心。最近在成都舉辦的《財富》全球論壇上,楊元慶強調了聯想征服其他領域的必要性。他說:“我們的戰略是不僅做一家PC廠商,我們還要進軍PC+市場。所以我們必須在平板設備和智能手機領域有所斬獲。”

????但聯想與惠普不同,惠普對于個人電腦的投入已經有所動搖(還記得嗎,惠普曾經認真考慮退出個人電腦業,但最終還是放棄了?),但聯想卻依然對這個領域充滿信心。楊元慶接受《財富》雜志高級記者米格爾?赫爾夫特采訪時說:“個人計算機絕對不會消亡?!?/p>

????聯想與世界500強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銷售。而聯想和電信設備制造商華為(Huawei,財富世界500強排名第315位)這兩家民營企業卻成功將其產品推廣到了全世界。例如,在印度,消費者考慮購買PC時,選擇最多的就是聯想品牌。

????當然,中國依然是對聯想及其競爭對手非常重要的市場。上個月,惠普宣布對管理層進行大規模調整。公司CEO梅格?惠特曼將一直擔任PC部門主管的托德?布拉德利調任到新的戰略崗位。公司表示,布拉德利將負責加強惠普在中國的業務。(財富中文網)

????譯者:劉進龍/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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