尽管如此,一些分析人士说,联想最近对智能手机业务的重视使其无法集中精力开发新兴市场对个人电脑的潜在需求。尽管联想的个人电脑业务可以继续从规模效益中获益,目前还不清楚其智能手机业务能否在全球拥有竞争力。
'Lenovo should focus on selective emerging markets and try to expand their PC business in those markets,' said Sanford Bernstein analyst Alberto Moel.
Sanford Bernstein Ltd.的高级分析师默尔(Alberto Moel) 说,联想应该专注于一些优选的新兴市场,努力在这些市场扩大个人电脑业务。
Lenovo's smartphone push is a risky bet in terms of earnings. While the handset business may contribute to revenue, its profitability remains uncertain.
联想进军智能手机业务的努力在盈利方面存在风险。尽管手机业务可能会为营收带来增长,其盈利能力仍然存在不确定性。
The mobile market may be a goldmine for Apple Inc. AAPL +1.73% and Samsung Electronics Co. 005930.SE -0.07%, but fat margins exist only in the high-end segment dominated by the iPhone and Samsung's flagship Galaxy models, said Nicolas Baratte, head of CLSA's Asia Pacific technology research. Most other handset makers are locked in a cutthroat price battle that leaves very thin margins. 'It's a very, very tough market' for newcomers, said Mr. Baratte.
里昂证券(CLSA)亚太科技产业研究部主管巴拉特(Nicolas Baratte)说,手机市场可能仍然是苹果(Apple Inc.)和三星公司(Samsung Electronics Co.)的利润来源,但这一市场只在由iPhone和三星Galaxy系列手机主导的高端领域才有丰厚利润。巴拉特说,大多数其他手机制造商都卷入了激烈的价格战,导致它们的利润率非常低。巴拉特说,对于新的参与者来说,这是一个非常残酷的市常
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