Lenovo kupuje biznes PC Fujitsu
Powstanie wspólna firma.

Lenovo przejmie 51 proc. udziałów w spółce, do której w ub.r. wydzielono biznes komputerowy Fujitsu (Fujitsu Client Computing Limited). Wartość transakcji to 157 mln dol. Japońska firma zachowa mniejszościowy pakiet. Ponadto 5 proc. obejmie japoński bank inwestycyjny. Zakup ma zostać sfinalizowany w II kw. 2018 r. Niezbędna jest zgoda regulatorów rynku.
Wspólna firma ma oferować sprzęt PC nadal pod marką Fujitsu. Dotychczasowe kanały dystrybucji mają zostać zachowane. Nie zmieni się oferta usług posprzedażnych i wsparcia.
Producenci będą współpracować w zakresie badań i rozwoju, projektowania oraz produkcji komputerów. W Europie urządzenia Fujitsu nadal będzie produkować fabryka w Augsburgu. Połączenie sił ma zwiększyć skalę biznesu komputerowego Fujitsu, którego udział w światowym rynku jest obecnie niszowy. Lenovo natomiast liczy na większy udział w sprzedaży wysokomarżowego sprzętu klasy high-end.
Chiński koncern stara się odzyskać pozycję na rynku PC po słabym początku br., gdy straciło fotel lidera światowego rynku na rzecz HP Inc. Z ostrą konkurencją musi zmagać się także w dwóch pozostałych najważniejszych biznesach: mobilnym i serwerowym, które mimo wielomiliardowych przejęć wciąż generują straty.
Rozmowy Lenovo w sprawie inwestycji w tej czy innej formie w biznes PC Fujitsu ujawniono w październiku 2016 r. Od tego czasu nie raz informowano, że kontrakt jest bliski podpisania, ale doszło do tego po ponad roku negocjacji. W lutym 2016 r. Fujitsu wydzieliło swój biznes PC z głównej korporacji w odrębną spółkę, co uważano za przygotowanie do jej sprzedaży, choć koncern wówczas tego nie potwierdzał.
W III kw. br. dążenia Lenovo do zwiększenia sprzedaży komputerów przyniosły efekt – światowe dostawy wzrosły o 17 proc. wobec II kw. br., a obroty o 5 proc., do 11,8 mld dol.
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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.