杨元庆:联想计划扩大服务器和存储业务
Lenovo Plans Push in Servers, Storage, CEO Says
Lenovo Group Ltd. sees growth opportunities in servers and storage, and plans to enter smartphone markets in developed countries in the next year, its chief executive said.
联想集团有限公司(Lenovo Group Ltd.,简称:联想集团)首席执行长杨元庆说,公司在服务器和存储领域看到了增长机遇,并计划在明年打入发达国家的智能手机市场。
'Servers and storage is the business we want to expand and develop,' Lenovo Chief Executive Yang Yuanqing said in an interview on Thursday on the sidelines of the Fortune Global Forum in the southwestern Chinese city of Chengdu. 'If there is an acquisition opportunity we will take it.'
杨元庆周四在成都出席财富全球论坛(Fortune Global Forum)的间隙接受采访时说,联想希望扩大、发展服务器和存储业务,如果有收购机会,公司会抓住。
Mr. Yang declined to comment on talks to buy parts of International Business Machines Corp.'s IBM -1.67% server business. The Wall Street Journal reported last month that discussions between the two companies had stumbled over the issue of price.
对于记者问到的有关联想与国际商业机器公司(International Business Machine)就收购后者部分服务器业务进行的谈判,杨元庆不愿发表评论。《华尔街日报》上月报道,联想与IBM的谈判遇阻,因为双方在价格上存在严重分歧。
Mr. Yang said he sees continued opportunities in the personal-computer market, as PCs evolve to develop more functions. 'The PC will not die,' said Mr. Yang, but 'the future PC is not the past PC.'
杨元庆认为个人电脑市场依然存在机遇,因为个人电脑正在开发更多功能。他说,个人电脑不会灭亡,但未来的个人电脑将与过去截然不同。
He said that sales of hybrid products like Lenovo's Yoga─which combines features of a laptop and tablet─were going well, without providing further details.
他还说,联想Yoga等混合型产品的销售情况非常好。联想Yoga结合了笔记本电脑和平板电脑的功能。但他没有透露更多详细情况。
Lenovo's world-wide PC shipments came in at 11.7 million in the first quarter of 2013, fractionally up from a year earlier, according to research firm IDC.
据研究机构国际数据公司(IDC)的数据,2013年第一季度联想全球个人电脑出货量达1,170万部,较上年同比小幅上升。
In smartphones, Mr. Yang said, Lenovo plans to expand from China, further into other emerging markets, and then into developed markets. 'We will be in developed markets in a year,' he said.
在智能手机方面,杨元庆说,联想计划向中国以外的其他新兴市场扩张,之后还将向发达市场扩张;一年后联想将进入发达市场。
The smartphone business could already be profitable in China, but the focus now is investing in research and development and branding, said Mr. Yang. 'The gross margin for smartphones is better than PCs,' said Mr. Yang, adding, 'when you have scale, you will make money.'
杨元庆说,联想智能手机业务在中国可能已经盈利,但目前的重点是研发和树立品牌;智能手机业务的毛利率高于个人电脑,当某一业务达到一定规模时就能盈利。
Analysts say that in smartphones, Lenovo─like such other Chinese companies as Huawei Technologies Co.─faces a challenge in building the kind of brand recognition in U.S. and European markets that rivals like Apple Inc. AAPL -0.93% and Samsung Electronics Co. 005930.SE -0.19% have.
分析人士说,在智能手机领域,像华为科技有限公司(Huawei Technologies Co.)等其他中国企业一样,联想在美国和欧洲市场也面临着树立像苹果(Apple Inc.)和三星电子(Samsung Electronics Co.)等竞争对手那样的品牌认知度的挑战。
'Both Samsung and Apple enjoy the fact that customers have emotional connections with their brands, and it's something that does not take place overnight,' said IDC smartphone analyst Ramon Llamas.
IDC智能手机分析师拉玛斯(Ramon Llamas)说,三星和苹果都拥有这样一种优势,即客户与他们的品牌有着情感上的联系,而这种联系不是一夜之间就能建立的。
According to IDC, Lenovo shipped 7.9 million smartphones in the first quarter of 2013, more than three times the 2.5 million it shipped in the year-earlier period─but just 3.7% of the global market.
据IDC的数据,2013年第一季度联想智能手机出货量达790万部,比上年同期的250万部高出两倍以上,但只占全球市场的3.7%。
Mr. Yang also commented on the slowdown in China's growth and the challenge of economic rebalancing. 'I believe the export and investment growth engine has reached the limit,' he said. 'The potential is domestic consumption, shifting from manufacturing to innovation─these will be the main drivers for the next decade.'
杨元庆还谈到了中国经济增长的放缓以及经济再平衡的挑战。杨元庆说,中国的出口和投资两大增长引擎已达到极限。他说,目前的增长潜力在内需上,从制造业转向创新将是未来10年主要的增长驱动力。