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杨元庆挽联想颓势? 被揶揄研发投入不及华为1/10

2017-09-01 09:56:24   新华网

杨元庆也表示,内存芯片成本持续上涨正全面削弱公司主要业务的利润。他表示,此次价格上涨的持续时间是史无前例的,内存等材料成本的上涨已经持续了几个季度,甚至超过一年,这对整个行业的盈利能力产生了重大影响。杨元庆还强调,联想集团难以将成本上涨压力转移给客户,因为多数大客户的产品价格都被长期合同锁定了。

由于个人电脑业务是联想收入的最大来源,因此外界普遍认为,如果未来联想不能重回全球PC市场份额第一的位置,不但会持续影响公司业绩,还会大大降低投资者对联想的信心。对此,业界普遍认为,杨元庆需要立即着手解决联想PC业务目前面临的问题,尽管受到智能手机等移动设备的挤压,但PC业务是联想的基本盘,联想和杨元庆不可能立刻放弃,在联想目前尚未找到能够替代这一业务之前,杨元庆仍需要在PC业务上持续发力。

  转型艰难

对于联想本季度乏力的业绩表现,不少业内分析还认为,财报数据同时显示出联想在过去几年尝试转型并不顺利,不但没有找到全新的业务增长点,原有的业务也正在出现问题。

事实上,联想很早就表明了转型的决心。杨元庆也在多个场合强调过,转型对联想来说非常重要。但从联想的实际业务发展以及杨元庆多次表态中,外界不难发现,杨元庆在过去几年并没有为联想找道一条合适的转型道路。

2010年到2014年,国内外智能手机发展迅猛,特别是不少国内手机厂商迅速崛起,让杨元庆曾一度对智能手机业务高度关注。这期间,杨元庆曾一直执着于手机业务成败。他曾多次公开表示,智能手机业务将会是联想的未来“胜负手”。2013年年初,杨元庆就曾表态,联想下一个阶段的战略重点是全面进攻智能手机和平板市场,目标是苹果与三星。

为了能够在手机业务上有所作为,杨元庆决定复制当年收购IBM的成功。2014年1月30日,联想集团以29亿美元的价格从谷歌手中收购了摩托罗拉移动。完成本次收购后,摩托罗拉旗下的3500名员工,其持有的2000项专利以及摩托罗拉移动品牌和商标组合,全球50多家运营商的合作关系都将归于联想移动业务集团。

但这一收购并没有帮助杨元庆实现当初赶超苹果和三星的目标。从目前的销量看,摩托罗拉不论是在国内还是国际上,都已跌出了第一集团。部分网络调查还显示,在国内摩托罗拉甚至已经不再属于“主流”手机的范畴,消费者对其的认可度也越来越低。而联想自有品牌手机发展也并不顺利,在小米、华为、OPPO、VIVO等国产手机的“互联网打法”下,联想品牌手机同样也不复往日风采。

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