移動設備成PC霸主聯想新的銷量冠軍

????消費者從傳統PC轉投平板電腦和智能手機是大勢所趨，而聯想（Lenovo）最近的數據從另一個角度佐證了這個觀點。聯想表示，它的移動設備銷量已經超過傳統PC。

????聯想2013年第一財季財報顯示，智能設備（包括手機、平板和PC機）銷量同比增長了41%（凈利潤增長23%，營收增長9.7%）。主要得益于中國本土市場的強勁增長，聯想光智能手機的銷量就飆升132%。這家公司在今年5月曾表示，計劃一年之內在美國市場推出智能手機。

????而這些變化的背景是，聯想已經是全球最大的PC生產廠商。盡管PC市場日益萎縮，和競爭對手一樣，聯想也在經歷銷量下滑之苦。但聯想利潤率卻有所上升，因為它開始專注于高端市場。聯想首席執行官楊元慶向《華爾街日報》（Wall Street Journal）表示：“如果一家公司無法推動業務增長，就應更多地關注利潤率?！?/p>

????楊元慶在今年6月于成都舉辦的《財富》（Fortune）全球論壇上表示：“聯想不僅要做好傳統個人電腦業務，還要做好PC+的業務，要在智能手機、平板電腦等移動互聯終端領域占據一席之地?！倍趲字苤?，楊元慶向《財富》表示：“PC不會死?！?/p>

????所以，聯想正積極謀劃PC和移動兩大市場。聯想專注高端PC的原因不僅僅在于利潤率，更重要的是它代表了市場的走向，市場正從主流用戶轉向家庭和企業級市場的超級用戶。而移動設備至少是目前的主流所在。隨著移動設備越來越向PC靠攏，兩者的界限將不斷模糊。（財富中文網）

????譯者:項航???

????In yet another data point highlighting the worldwide shift from PCs to tablets and smartphones, Lenovo (LNVGY) says its sales of mobile devices have surpassed its sales of PCs.

????Sales of "smart devices" (including phones, tablets, and PCs) rose by 41% in over the past year, Lenovo said in reporting its first-quarter results (net profits up 23%; revenues up 9.7%). Sales of smartphones alone soared by 132%. That rise is thanks largely to growth in China, the company's home country. Lenovo said in May that it plans to introduce smartphones in the U.S. within a year.

????This all happened even as Lenovo was becoming the world's top seller of PCs. But that's happening in a shrinking market, and Lenovo's PC sales are declining along with pretty much everyone else's. Margins are up, though, because Lenovo is concentrating on the high end. "If you can't drive growth, you should pay more attention to margins," CEO Yuanqing Yang told the Wall Street Journal.

????"We set a strategy to become not just a PC player, but also a PC-plus player. So we must win in the tablet area, in the smartphone area," Yang said in June at the Fortune Global Forum in Chengdu. A few weeks before that, Yang told Fortune that the "PC definitely will not die."

????Thus, Lenovo is playing both ends of the PC-mobile divide. It's concentrating on high-end PCs not only because of the margins, but because that's where the market is going -- away from the mainstream and toward power users in offices and homes. Mobile devices are where the mainstream action is at, at least for now. As mobile devices continue to more closely resemble what we think of as "PCs," the distinction will continue to blur.