由于中国需求旺盛,今年第三季度联想智能手机的销量较上年同期高出了17倍,这说明全球智能手机市场的整体增长不再靠美国或其他成熟市场推动。此外,这还引出了另一个问题:全球智能手机行业是否会出现苹果和三星电子之外的第三个赢家?目前只有苹果和三星电子两家智能手机生产商实现了强劲利润。分析人士说,尽管前路挑战重重,联想仍有迎难而上的潜力。
'Lenovo's strength is that its China PC business is a cash cow that can fund the cost of its smartphone expansion,' said Barclays managing director Kirk Yang, who covers the technology hardware industry. Profits from PCs allow Lenovo's smartphone business to prioritize growth over profitability for now, he said. Lenovo's PC business in China had an operating margin of 5.9% in the quarter through September.
巴克莱(Barclays)负责硬件技术业的董事总经理杨应超说,联想的优势在于,它中国市场的PC业务很赚钱,可为智能手机的扩张提供资金。他说,PC业务获利使得联想可优先考虑智能手机业务的增长问题,而不是盈利。今年第三季度,联想在中国市场上的PC业务实现了5.9%的营运利润率。
Explosive demand among first-time smartphone users in China and other emerging markets is changing the dynamics in the global handset market, creating potential opportunities for players other than Apple and Samsung to obtain enough economies of scale to take on the two giants. The big challenge, however, is the fierce price competition in the market for inexpensive smartphones: many players trying to outsell each other in that market risk becoming chronically unprofitable.
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