联想集团已经连续几个季度刷新利润纪录,但考虑到全球电脑出货量预计将从2021年的峰值回落,联想集团正在押注定价较高的高端笔记本电脑,以期维持增长。
对话杨元庆:PC需求触顶,联想押注新增长动力
联想集团首席执行官周三对《华尔街日报》(The Wall Street Journal)表示,毫无疑问,去年是需求触顶之年,所以今年的增长很可能没有那么快。
随着市场需求转向工作站和游戏电脑等高端产品,联想集团认为其产品的平均售价能够更快地升高,以弥补销量增长放缓的影响。事实证明,这一策略在去年10月至12月这个季度行之有效。
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联想集团周三表示,该公司个人电脑(PC)部门的收入实现了两位数百分比的增长,尽管电子市场研究公司Canalys称,联想的个人电脑出货量在当季下降了6.5%。尽管销售量略有下降,但联想仍然是全球最大的个人电脑制造商,拥有24%的市场份额。
杨元庆表示,从收入的角度看,(未来)仍会看到增长。这应该意味着联想集团在连续多个季度录得创纪录的利润后,将继续创下新的收入纪录。
与此同时,杨元庆特别强调联想非PC业务的销售额增长快速,该业务包含智能手机、服务器和电子配件。虽然这些产品目前只占联想总收入的不到三分之一,但联想表示将加快在这些领域的投资。杨元庆还指出,联想并不只是依赖PC业务。
杨元庆还谈到了投资者对全球芯片短缺问题的持续担忧,这一问题在整个去年制约了大多数电子产品制造商。联想预计,今年上半年其半导体元件的供应仍将紧张,但从7月或者再晚一点开始可能会有所改善。
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市场普遍担忧的另一个问题是中国消费支出放缓,因为中国经济在冬季的几个月里苦于应对数波本土疫情。不过杨元庆表示,联想集团面向中国消费者的销售并没有受到影响。
杨元庆表示,上个季度在各个地区市场中,中国是增长最快的。他称,确实没有看到中国消费人气走软的情况。
(本文来自道琼斯通讯社)