Rekordowa sprzedaż komputerów Lenovo
W II kw. 2012 r. producent zwiększył zysk netto o 30 proc., a przychody o 35 proc. Mimo mizerii w branży znacznie wzrosła sprzedaż komputerów Lenovo.

Według producenta miniony kwartał jest 13. z rzędu, gdy wzrost sprzedaży komputerów był wyższy niż na całym rynku (w II kw. 2012 r. w skali globalnej odnotowano 2-procentowy spadek). Ponadto 11. kwartał z rzędu Lenovo odnotowało szybszy wzrost niż czterej najwięksi dostawcy komputerów PC. Dzięki temu według IDC firma osiągnęła najwyższy w historii 15-procentowy kwartalny udział w rynku (tuż za HP). W regionie EMEA wzrost dostaw wyniósł w II kw. b.r. 62,3 proc. rok do roku, ponad sześciokrotnie więcej niż średnia dla branży 9,1 proc.).
Dobrze wygląda też bilans finansowy Lenovo – przychody wyniosły 8 mld dol., tj. 35 proc. więcej niż rok wcześniej, a zysk netto zamknął się w kwocie 141 mln dol. (wzrost o 30 proc.). Na dzień 30 czerwca 2012 r. firma miała łącznie 3,7 mld dol. rezerw gotówkowych netto.
Ponad połowę łącznych przychodów (54 proc.) Lenovo osiągnęło dzięki sprzedaży notebooków. W całym kwartale dostawy laptopów tej marki na świecie zwiększyły się o 27 proc. rok do roku. Według danych z panela dystrybucyjnego Contextu w Polsce w II kw. 2012 r. Lenovo miało 10-procentowy udział w sprzedaży (nie licząc rynku netbooków), ponad dwa razy większy niż w II kw. 2011 r. (4,8 proc.).
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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.