If Lenovo is the PC market leader, why does it need to diversify?
如果联想是个人电脑市场的领头羊,它为什么还需要使业务多样化呢?
One possible answer is that the PC industry has little room for growth. The idea that tablets are eating into PC sales is true to some extent in the U.S. and other developed markets where most people already own PCs. Still, in many emerging markets in Asia, Latin America, the Middle East and Africa, people are still buying their first PC.
一个可能的原因是,个人电脑行业的增长空间已经所剩无几。在美国和其他发达国家市场,平板电脑正在抢夺个人电脑市场的说法一定程度上是确实存在的。在这些市场,大多数人已经拥有个人电脑。不过,在亚洲、拉丁美洲、中东和非洲的许多新兴市场,人们仍然在购买自己的第一台个人电脑。
In a CLSA survey of consumers in China, India and Indonesia released last month, respondents considered PCs a necessity, but not tablets.
里昂证券(CLSA)上个月对中国、印度和印度尼西亚的消费者进行的一项调查显示,受访者认为个人电脑是必需品,平板电脑则不是。
Lenovo Chief Executive Yang Yuanqing said this week that the company's PC business has room for growth in emerging markets where PC penetration is still low. Its recent acquisition of Brazil's CCE was the latest effort to increase its presence in emerging markets outside China.
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