Amerykański problem Lenovo
Sprzedaż komputerów zanurkowała, Lenovo ścięło marże partnerom. Ci twierdzą, że pójdą do konkurencji.

Według nowych danych danych Gartnera sprzedaż komputerów Lenovo w III kw. br. spadła w USA o 25 proc. wobec analogicznego okresu ub.r. To największy dołek producenta od czasu przejęcia biznesu PC od IBM w 2005 r. Chiński potentat zsunął się na 4 miejsce w rankingu producentów, wyprzedzony pod względem wielkości dostaw przez Apple'a.
Publikacja danych zbiegła się z informacjami o znacznym ograniczeniu bonusów dla partnerów Lenovo w USA. Według amerykańskiego CRN-a cięcia są drastyczne – obniżki rabatów i innego wsparcia finansowego mogą zmniejszyć zyski partnerów na sprzedaży komputerów Lenovo nawet o 30 – 50 proc. Sporo jak na niskomarżowy biznes.
Lenovo nie ujawnia szczegółów zmian w programie partnerskim w USA, które weszły w życie od 1 października. Wyjaśnia, że wpływ na rabaty zwrotne mają rosnące koszty komponentów. Firma zmodyfikowała je, aby zapewnić stabilne ceny sprzętu dla klientów biznesowych, jak również skłonić partnerów do większej aktywności w oferowaniu droższych, wysokomarżowych maszyn. Jednak – jak wynika z zapowiedzi resellerów – taka polityka raczej spowoduje ich większe zaangażowanie w sprzedaż konkurencyjnych wobec Lenovo marek. Warto podkreślić, że w Europie zasady współpracy pozostały bez zmian.
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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.