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联想寒冬:主营业务全线衰退 第一财季净亏7200万美元

2017-09-07 12:06:48   中国经济网

联想集团执行副总裁兼数据中心业务集团总裁Kirk Skaugen在2017年联想Think System & ThinkAgile发布会上,将服务器等硬件设备的创新,作为带动数据中心发展的重要手段。Kirk Skaugen认为,预计未来,联想集团将不断开发出创新敏捷的产品,这会带动数据中心的变革。

“在经营过程中,联想目标市场将不断细分,销售呈稳定增长。加上全新的营销、管理团队以及全新的供应链和质量管理,联想不断以自身的变革推动整个行业的发展。” Kirk Skaugen说。

对于联想集团计划转型为服务及系统方案供应商,刘学向《中国新闻周刊》表达了悲观态度,联想集团要转型成为合格的服务、系统方案供应商面临重重困境。联想集团如今发力的服务器和云计算产业,适用于任何产业与市场,但是,联想集团并不具备细分市场智能设备研发生产技术。联想集团只能给成功的系统解决方案商提供服务器和云计算支持,在此领域还有部分生存空间。

“相较于具备细分市场研发能力的企业,联想集团没有优势。联想集团产品提供商都是以自我为中心,若从以自我为中心,转型成以客户为中心的系统解决方案供应商,需要企业文化和组织精神的重构;同时,联想集团缺少专业设备,他将来不会成为一个合格系统解决方案供应商。”刘学说。

在移动通讯领域,杨元庆认为将在2018财年下半年扭转移动业务。“整个联想正在迈入一个新的增长阶段。”

李光金堪忧于联想集团未来移动业务的发展,他认为,联想集团移动通讯业务长时间处于稳定下滑状态,很难在未来激烈的竞争中获得突飞猛进的发展。

“联想移动未来的发展空间有限,移动手机发展需要关注两个方面,一是市场容量,二是竞争对手情况。如今其他品牌前期都在大力投入,市场基本瓜分完毕,同时联想又不具备同其他移动产业巨头竞争的人才和资金,因此联想未来成功可能性非常非常小。”李光金告诉《中国新闻周刊》。

8月24日创新科技大会现场,杨元庆表示,联想集团进军AI,有着得天独厚的优势,作为一个既生产前端设备,又有后台基础架构,还提供服务的公司,联想集团在大数据、计算力和算法三个方面都有相对成熟而健全的体系。

在新的AI战略布局中,联想集团依然坚持TOB和TOC两条腿走路。杨元庆认为,联想集团相信未来的人工智能,不仅仅影响到TOC,更多的会影响TOB。所以联想集团不仅有智能音箱这样的个人消费产品,也有智能办公,智能服务等面向企业的产品。

“人工智能是未来科技产业发展重点,但是,人工智能需要进行大量财力和人力的投入,联想没有研发传统与习惯,没有形成适合AI产业发展的理念,再加上竞争对手出手早,发力强,联想集团战略转型将面临重重困难。”李光金如此评价。

李光金告诉《中国新闻周刊》,“联想官僚化同传统PC业务有关,这是对过去经营风格的路径依赖。我认为,能力是最容易退化的,观念是最容易老化的。如今,市场环境变了,骨干力量变了,竞争对手变了,建立新的路径本身是一种挑战。”

史杰松认为,联想集团脱胎于中科院计算技术研究所,官僚化问题从柳传志时代就没有解决,内部并不缺少派系斗争。

“可以说,在中国,有人的地方就有派系斗争,在我任职时,派系斗争就很激烈。如何将这些在内部进行良好的消化是联想要面临的挑战……互联网模式短平快,这和联想集团企业文化相违背,为什么联想集团移动业务、互联网业务没有发展起来,这也与联想集团的文化与工作氛围分不开。”史杰松告诉《中国新闻周刊》。

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