Lenovo Group announced major personnel adjustments yesterday, introducing former Intel senior vice president Shi Haode, former vice president of Microsoft Research Asia, Yong Yong, former Kodak global president Laura Quatela and other executives; at the same time, Lenovo also announced that senior vice president Joe Jian took over Chen Xudong's China Mobile business.
Yesterday evening, Lenovo Chairman and CEO Yang Yuanqing said that Lenovo’s new introduction of three executives is to change the company from a company that is now only a hardware device to a customer-oriented company that has artificial intelligence and cloud services. . The change of mobile phone business is to strengthen the ability in marketing.
Next bet artificial intelligenceIn fact, throughout 2015, Lenovo’s earnings communication meeting, Yang Yuanqing almost emphasized that Lenovo is going to be a smart device company. “It’s over if you can’t sell the device to the user, and you need to establish a relationship after the sale.â€
Today, Lenovo is finally welcoming new progress on this road. It is reported that CTO Yong Yong is an expert in artificial intelligence. After joining Lenovo, he will vigorously recruit artificial intelligence teams and invest heavily in research and development, focusing on technologies and products in the next 3-5 years, and also taking care of the next 1-3 years. Technology and products.
Yang Yuanqing announced Lenovo's "three wave" strategy: the first wave, maintaining the global leading position and profitability of core PC business; the second wave, expanding to the smartphone and data center business, hoping to become a growth engine and profit engine as soon as possible; third Wave, bet on natural language interaction and artificial intelligence, make Lenovo's hardware devices smarter, and customers also contact Lenovo after buying Lenovo devices. In short, Lian wants to move from a device strategy to a “device + cloud†strategy based on artificial intelligence.
Regarding the change of Lenovo Mobile's China business, Yang Yuanqing said that Lenovo's smart phone business is doing better overseas than China. Chen Xudong has successfully stabilized the Chinese mobile phone business and determined the star product strategy, but the next stage needs to strengthen marketing. Ability.
“Qiao Jian was the head of MarkeTIng at the earliest. He was also responsible for human resources, knowing how to motivate people, mobilize people's enthusiasm, and make the team cohesive. This will be crucial for the success of Lenovo smartphones in China. "Yang Yuanqing said," Qiao Jian took over Chen Xudong to manage China's mobile phone business. He will use her international operational integration capabilities and marketing and promotion experience to leverage global synergies and focus resources in the Chinese market to continue to fight this battle. ""
PC is negotiating integration with FujitsuFor Lenovo, PC is its core business, accounting for nearly 70% of Lenovo's total revenue. At present, Lenovo's annual revenue is about 45 billion US dollars, of which PC business accounts for nearly 30 billion US dollars, while mobile business accounts for nearly 10 billion US dollars, and data center business accounts for nearly 5 billion US dollars.
For the six months ended September 30, 2016, Lenovo PC sales fell 3% year-on-year to 27.7 million units, and the overall market fell 4% year-on-year. Despite the decline in sales, Lenovo's market share is still growing. In the third quarter of this year, Lenovo PC market share increased by 0.4 percentage points year-on-year to 21.5%, still ranking first.
Yang Yuanqing explained that Lenovo PC revenue declined year-on-year because the global PC market is declining. In response to this situation, Lenovo is taking measures.
On October 27th, Lenovo Group and Fujitsu of Japan announced that they would explore potential cooperation possibilities for personal computers (PCs), including potential strategic cooperation in the research, development, design and production of global markets.
It is reported that Lenovo intends to integrate with other vendors in the PC field. Yang Yuanqing said that PC integration is a big trend. At present, the market share of the top three PCs in the world is growing every quarter. Lenovo still maintains the number one in the world, and will continue to grow through integration. However, Yang Yuanqing did not disclose the latest developments in cooperation with Fujitsu.
Moto will become the only brand of Lenovo smartphone Moto Z sales millionAt present, the global smartphone competition is unprecedentedly fierce. The thousand yuan machine market has already become a bloody sea in 2015. Many mobile phone manufacturers can only lose money and earn money. In 2016, most of the manufacturers started to work in the mid-to-high end, because there is still a lot of profit in this area.
Tonight, Yang Yuanqing also confirmed that Lenovo Mobile (mainly the smartphone business) is working hard in the middle and high end. Next, Lenovo Mobile will reorganize its business, and Moto will become the only mobile phone brand of Lenovo Mobile.
Yang Yuanqing did not disclose more details of the restructuring, nor did he explain whether the Lenovo brand and the ZUK brand will be cut down in the future. However, another senior executive of Lenovo Group told Tencent Technology that the mobile phone brand and product line of the mainstream mainstream price segment (selling around RMB 2,000) will still exist, but the Moto brand name will be added in front. For example, the full name of the mobile phone may be called Moto ZUK Z2, similar to the Samsung Galaxy S7.
For the six months ended September 30, 2016, Lenovo's global smartphone sales fell 28% year-on-year, but there is also good news that Lenovo's global smartphone sales have gradually increased, and sales in the second quarter of this year are higher than the first quarter. %, sales in the third quarter increased by 25% compared to the second quarter.
In the third quarter of this year, Lenovo's global smartphone market share fell by 1.4 percentage points year-on-year to 3.9%, but the quarter-on-quarter rose by 0.6 percentage points. Lenovo Group believes that its strategy in the mobile business has gradually achieved results. The company will also streamline its product mix through strategy, drive up the average selling price, and focus on the mid- to high-end price segment, and strive to achieve steady improvement.
The performance of Lenovo's global smartphones in China and overseas is almost two days. Compared with the tepid in the Chinese market, Lenovo Mobile's performance overseas is relatively strong. In the second quarter and third quarter of this year, Lenovo's global smartphone business achieved 2% and 27% growth in the quarter.
According to IDC data, Lenovo became the third largest mobile phone manufacturer in India in the second quarter of this year. Specifically, the top five vendors in the quarter of India's smartphone market share were Samsung (25.1%), Micromax (12.9%), Lenovo (7.8%), Intex (7.1%) and Reliance Jo (6.8%).
It is reported that Lenovo launched two mainstream price segments in China in the first half of this year, namely Lenovo ZUK Z2 and Lenovo ZUK Z2 Pro. However, Lenovo did not mention ZUK in its earnings report. The three models mentioned above are all Moto series, namely Moto Z, Moto Mods and Moto G.
Yang Yuanqing announced the latest sales data of Lenovo's modular mobile phone Moto Z: sold for two or three months, global shipments exceeded 1 million units. From the perspective of global activation, the current weekly activation of Moto Z has risen to 60,000 units.
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