Lenovo chroni i atakuje
W IV kw. 2012 r. producent wprowadził na rynek rekordową ilość urządzeń. Kwartalne przychody były najwyższe w historii firmy.

W okresie wrzesień – grudzień 2012 r. (jest to III kw. roku finansowego firmy 2012/13) Lenovo dostarczyło na rynek 14,1 mln komputerów (wzrost o 7,9 proc.). Wartość sprzedaży w całym kwartale wyniosła 9,4 mld dol. (wzrost o 12 proc. rok do roku), a zysk – 205 mln dol. (wzrost o 34 proc.).
Dostawy notebooków Lenovo zwiększyły się o 9,5 proc. rok do roku. Komputery przenośne stanowiły najbardziej znaczącą pozycję w światowej sprzedaży koncernu, generując 52 proc. przychodów. Sprzedaż komputerów stacjonarnych wzrosła w IV kw. 2012 r. o 1 proc. rok do roku, przynosząc 30 proc. łącznych przychodów.
Według Lenovo sprawdza się realizowana przez firmę strategia ochrony i ataku, tj. ochrony zysków w postaci globalnej produkcji komputerów PC dla użytkowników indywidualnych oraz działalności na rynku chińskim, a jednocześnie ataku na trzy obszary dynamicznego wzrostu — rynki wschodzące, globalny rynek konsumencki i produkty PC Plus, takie jak smartfony, tablety i inteligentne telewizory.
W IV kw. 2012 r. działy prowadzące „atak” przyniosły Lenovo 50 proc. przychodów (4 lata temu – 32 proc.). Grupa Mobilnego Internetu i Cyfrowego domu (Mobile Internet and Digital Home, MIDH) oferująca smartfony, tablety i telewizory inteligentne, pobiła rekord, osiągając 11 proc. udziału w przychodach (wzrost o 77 proc. rok do roku).
Lenovo dokonało niedawno reorganizacji, tworząc dwie nowe grupy: Lenovo Business Group, która będzie się koncentrować na masowej produkcji komputerów PC oraz urządzeń mobilnych i produktów cyfrowych, a także Think Business Group, oferującej produkty marki Think.
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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.