Service diversification strategy is blocked, and independent innovation is not as good as
Lenovo acquires IBM business hidden risk
Lenovo Group, which may acquire IBM Personal Computer Business, is China's largest computer manufacturer and is also an outstanding representative of Chinese companies.
However, Lenovo Group is not as pulling out of Dell in terms of control cost, and it is not as good as Apple computers in technology. If the Lenovo Group really continues to negotiate and eventually acquire IBM's personal computer business, the company's scale will be greatly increased, but it is not known from the business that IBM is stripped by low profitability.
Even at home, the Lenovo Group is still actively transforming and trying to find a growth strategy. Over the past two years, the market share of Lenovo Group has been eroded by multinational computer manufacturers. With the maturity of China's personal computer market, multinational companies are earning more and more customers. China is second only to the world's second largest computer market.
Lenovo Group has been reorganized this year to deal with this threat. Like Dell, Lenovo Group has also begun directly to some major customers, although the current quantity is not big. In addition, the company also gave up the implementation of the strategy of increasing income through technical services and contract manufacturing, which has been implemented through technical services and contract manufactures, leads to the company's layoffs. However, Lenovo Group managers said last month, it is expected that this transition is at least to the improvement in profits next year.
Yang Yingchao, the analyst Yang Yingchao, in the research report, the failure of the service diversified strategy allows the Lenovo Group not choosable, and only the eyes turn to foreign countries to seek growth. He said that if the Lenovo Group does not go out of China, he will lose 90% of the personal computer market. On the other hand, the company will not be able to abruptly resist the impact of competitors in the domestic market in trying to carry out such large-scale acquisitions.
The founder of Lenovo Group and the current head of the heads have experienced the test of many challenges. In the mid-1990s, according to the Chinese Academy of Sciences launched more competitive products, defeating foreign suppliers, when the company named Lenovo computer began to produce convenient personal computers for the first time that users using computers. In 1997, the company has increased significantly, and it became the leader in the Chinese market.
However, Lenovo Group did not make a lot of achievements in innovation, once followed by Intel and Software Developers in Personal Computer Industry Standard Settings, it was also stepped away. In recent months, Lenovo Group began selling low-cost personal computers using advanced micro-equipment company wafers in rural China.
The cost structure of Lenovo Group is also higher than some competitors, especially compared with Dell, which is produced by PC in China and Japan market in Fujian Province. The number of inventory days announced by Lenovo Group was 22.7 days, while Dell's China's business inventory level is close to the company's global business inventory 4 level. Because the cost of accessories and the price of computer finished products are continuously falling, computer vendors are facing huge pressure in stock.
In addition, the Leadership of Lenovo Group still lacks international experience. Lenovo Group is only approximately 3% of the income from abroad, mainly from Southeast Asian countries. If you acquire IBM's personal computer business, it is possible to have trouble in retaining IBM's original customers and employees.
Du'an Haitner, Executive Vice President of Personal Computer Subsidiary, HP, said that Lenovo Group will find difficult to integrate IBM's personal computer business. Shi Tener said that Lenovo Group is a Chinese company facing the Chinese market. If you are suddenly manufacturing products in the US or French market, there will be many new logistics and supply chain problems need to be resolved. Become a global company to face a number of problems that need to be solved.
The computer industry has always been a mergers and acquisitions that are still in the wish. Asian Electronics companies have suffered many fiasses in the process of purchasing American personal computer manufacturers. In 1997, the Taiwan Acer Group acquired a personal computer subsidiary of Texas Instruments. However, since it is difficult to establish a huge distribution network in the United States, the company will focus back to Europe.
In 1995, South Korea's Samsung Electronics acquired the world's fifth largest personal computer manufacturer Ast Research Inc. and paved the road to the US market. It is estimated that Samsung Electronics cost $ 377 million after acquiring AST, it has put hundreds of millions of dollars to this loss-loss subsidiary, and finally sold AST at $ 200 million in quotation after 4 years. Over the years, Japanese Electric Company has acquired Packard Bell Electronics Inc. in the US store in the US store in 1996, but also retreats from retail markets. Jones
Exact news is expected to release recently
This newspaper (Reporter / Sun Lei) Yesterday, Lenovo Relevant people still refused to comment on the acquisition of IBM personal computer business. In fact, in view of the importance of this, the outside world has not yet obtained any substantive news from Lenovo.
After yesterday, the Hong Kong Stock Exchange issued an announcement says that "the company's share of Lenovo Group Co., Ltd. has been suspended at 9:30 this morning, and the company issues the company's notice related to disclosing stock price sensitive information. "
In fact, due to the transaction of Lenovo and IBM, the latter's development prospects are involved in the development prospects of the Great Wall International (IIPC) of the Great Wall, the attitude of the Great Wall has always been paying close attention to the outside world. Clear provisions in the Charter of Great Wall International: During the company's investment, no party may transfer, transfer, set mortgage, set guarantee, payment, and other ways to transfer all or part of the rights without the prior written consent of others. In other words, the equity of IBM transfer to Great Wall International must pass through the written consent of the Great Wall Group.
On the afternoon of December 3, Great Wall Technology and Great Wall Computer held a board of directors in Beijing. According to the relevant people of the board of directors, the company will might be able to announce major equity transfer yesterday.
However, the Great Wall computer did not stop launch yesterday, nor did any announcement, and the stock price increased slightly. According to reliable sources, the Great Wall Group will sell 20% of Great Wall International Shares in the hands to IBM. After such a clever arrangement, the Great Wall will no longer have to work with Lenovo, and in IBM, no matter which company sold the Great Wall International, there is no need to be restricted by the above-mentioned joint venture.
According to the reporter, Lenovo Group has plans to hold a grand 20th anniversary of the Beijing Workers Stadium on the 15th, and the industry has guessing the acquisition of IBM PC business is expected to announce in this ceremony. However, since the series celebrations will actually kick off from tomorrow, there is a message that the message is thinking that the possibility of not removing the message in advance. (Source: Southern Daily)