Lenovo wykupuje joint venture z NEC
Chiński gigant przejął 95 proc. udziałów w holdingu Lenovo NEC. “Rynek PC nie będzie spadał wiecznie' - ocenia szef koncernu.

Wspólną spółkę założono 5 lat temu. Dotąd Lenovo miało w niej 51 proc. udziału. Za 195 mln dol. Odkupiło od NEC’a następne 44 proc. Joint venture jest liderem japońskiego rynku PC. Wykup sygnalizuje, że dla Lenovo komputery nadal pozostaną fundamentem biznesu, mimo znacznego poszerzenia asortymentu produktów i zmian na rynku, jakie zaszły w ostatnich latach. Od 4 lat spada globalna sprzedaż komputerów.
“Rynek PC nie będzie spadał wiecznie. Wierzę, że zatrzyma się na poziomie ok. 250 mln szt. w roku” – przewiduje szef Lenovo Yang Yuanqing (według China Daily).
Analitycy prognozują jednak w br. kolejne spadki. W I kw. br. sprzedaż zmniejszyła się o 9,6 proc. według Gartnera (który zalicza do rynku PC urządzenia 2 w 1, czyli hybrydy laptopa i tabletu) oraz o 11,3 proc. według IDC (bez uwzględnienia maszyn 2 w 1). W czerwcu IDC skorygowało w dół prognozę światowej sprzedaży w 2016 r., przewidując 7,3-procentowy spadek, czyli o ok. 2 pproc. większy niż zakładano na początku br.
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Wzrost sprzedaży Lenovo zatrzymany po 10 kwartałach. Zysk w górę
Topniejący popyt na PC widać w wynikach Lenovo. Rosły natomiast inne biznesy.
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Tablety: dwie marki są najbardziej odporne na spadki
Na idącym w dół rynku (-16 proc. w III kw. br.) kluczową umiejętnością dla producentów będzie pokonanie presji inflacyjnej.