移动设备成PC霸主联想新的销量冠军

    消费者从传统PC转投平板电脑和智能手机是大势所趋，而联想（Lenovo）最近的数据从另一个角度佐证了这个观点。联想表示，它的移动设备销量已经超过传统PC。

    联想2013年第一财季财报显示，智能设备（包括手机、平板和PC机）销量同比增长了41%（净利润增长23%，营收增长9.7%）。主要得益于中国本土市场的强劲增长，联想光智能手机的销量就飙升132%。这家公司在今年5月曾表示，计划一年之内在美国市场推出智能手机。

    而这些变化的背景是，联想已经是全球最大的PC生产厂商。尽管PC市场日益萎缩，和竞争对手一样，联想也在经历销量下滑之苦。但联想利润率却有所上升，因为它开始专注于高端市场。联想首席执行官杨元庆向《华尔街日报》（Wall Street Journal）表示：“如果一家公司无法推动业务增长，就应更多地关注利润率。”

    杨元庆在今年6月于成都举办的《财富》（Fortune）全球论坛上表示：“联想不仅要做好传统个人电脑业务，还要做好PC+的业务，要在智能手机、平板电脑等移动互联终端领域占据一席之地。”而在几周之前，杨元庆向《财富》表示：“PC不会死。”

    所以，联想正积极谋划PC和移动两大市场。联想专注高端PC的原因不仅仅在于利润率，更重要的是它代表了市场的走向，市场正从主流用户转向家庭和企业级市场的超级用户。而移动设备至少是目前的主流所在。随着移动设备越来越向PC靠拢，两者的界限将不断模糊。（财富中文网）

    译者:项航   

    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.