current position：Home>Yu Chengdong stepped into the hinterland of Yang Yuanqing. How should Lenovo deal with it?
Yu Chengdong stepped into the hinterland of Yang Yuanqing. How should Lenovo deal with it?
2010 end of the year , Ren Zhengfei, founder of Huawei, held a symposium with Huawei terminal team . At the meeting , Huawei decided to shift from low-end mobile phones to high-end mobile phones , At the same time, remove the target user from ToB（ Operator, ） to turn to ToC.
This symposium is called the of Huawei mobile phones “ Zunyi Conference ”, Laid the foundation for the subsequent rise of Huawei mobile phones . In the second year , Huawei's consumer business was officially established , Yu Chengdong goes into battle dressed up .
Ten years is a cycle .
Today, Huawei's consumer business has once again reached a turning point in history . Yu Chengdong recently announced that , Huawei's consumer business was renamed back to China as terminal , The business scope also ranges from ToC Expand again to ToB field （ commercial ）.
In the face of force majeure , Huawei has to expand its business boundaries , To seek survival . However , With Huawei's current business volume and R & D strength , Every time you enter a new field , Is bound to set off a bloody storm .
Many industry experts believe that , The Huawei terminal is moving this time , It's largely Lenovo's cake . all the time , The two companies are compared by the outside world with different development routes , And when it's really close combat , What's the result ？
Huawei , Back four years ago
2021 year , Huawei ended years of revenue growth , Annual revenue decline for the first time . The main reason behind , It is the consumer business led by Yu Chengdong .
Results show that , Huawei 2021 Annual income 6368 One hundred million yuan , Year-on-year decline in 28.6%; Among them, consumer business income 2434 One hundred million yuan , Year-on-year decline in 49.6%, Nearly halved compared with the same period last year .
This is in sharp contrast to the situation in the past few years .
2012 in , The volume of Huawei's consumer business is less than a fraction of that of the operator's business , here we are 2018 year , But relying on a rare annual growth rate, it surpassed the operator's business for the first time , Become Huawei's largest source of revenue .
Lead the rise of Huawei mobile phones , It also established Yu Chengdong's position within Huawei .2018 year 3 month , Huawei has completed the general election of the board of Directors , Yu Chengdong becomes a member of Huawei's board of Directors 、 Managing director ; Inside Huawei , There has always been a system and tradition of job rotation , Now Yu Chengdong has been in charge of consumer business for more than ten years , Although there was a rumor of job rotation on the way , But in the end, the wind and rain did not move, like a mountain .
but 2021 year , The volume of Huawei's consumer business has returned to 2017 The scale in , It's a night back to four years ago .
Yu Chengdong is also trying his best to expand new business , For example, expand 1+8+N The ecology of , Even cooperate with car companies to sell cars offline .
actually , Expanding 1+8+N When it comes to Ecology , Huawei has quietly laid out the commercial field .
2020 year , Huawei has released its first commercial desktop Suite , Product Name: Huawei MateStation B515, Mainly for the government 、 Enterprise and other commercial desktop areas , Smart collaboration is one of the main selling points ;2021 year , Huawei has launched its first laser printer —— Huawei PixLab X1, The main thing is to carry Hongmeng OS, You can find the pop-up distribution network close , When the mobile phone touches the printer .
Until recently, it was officially announced to enter the commercial field , Huawei's product layout in the field of commercial office has been basically supplemented , Covers notebooks 、 Desktop computer 、 Monitor 、 Flat 、 The printer 、 Wisdom screen 、 Wear seven product lines .
Another layout of Yu Chengdong is Hongmeng OS stay B The expansion of the end .
2021 year , When Hongmeng OS When the number of users exceeds 100 million , Huawei's consumer business unexpectedly launched Hongmeng mining system jointly with the national energy group , Named Kuang Hong . This is Hongmeng OS For the first time B Terminal expansion , It also makes the outside world unable to understand .
Looking back , Energy is one of the six major industries that Huawei terminals should focus on in the commercial field . First rely on Hongmeng OS Exploring the way of software ecology , Then use the hardware system to keep up , Yu Chengdong has taken a long step .
lenovo , Nervous ？
What's interesting is that , On the same day that Huawei announced its entry into the commercial field , Lenovo also held a new product launch mainly for the commercial field , The smell of gunpowder is very strong .
Lenovo's current revenue is mainly composed of intelligent device business , Programme services business , And infrastructure program business , Among them, intelligent device business accounts for the majority of revenue , It mainly includes PC、 mobile phone 、IoT Products such as .
before , When Huawei entered the notebook market , The outside world compares it with Lenovo . lenovo CEO Yang Yuanqing responded to the media at that time , Huawei needs a piece of advice ：“ New competitors , Enter a new industry , There must be some learning opportunities , It may not be as beautiful as originally thought .”
“ Our opponent is too weak . Now Huawei PC Just started to test the water , In the future, the competitiveness will be stronger .”2019 in , Yu Chengdong once claimed that Huawei PC Of NPS The recommended value has ranked first in China , More than all friends .
Although Huawei was in PC The field is threatening , however , Associative PC Business is not just for individual consumers , There is also a huge market for government and enterprise procurement , That is, the commercial field .
In the past 2022 Lenovo China commercial key customer Partner Conference , Lenovo executives said ,2021 The business revenue of key customers has exceeded 400 One hundred million yuan , Of Lenovo's overall revenue in China 40% above .2021 year 4 month , Liu Jun, President of Lenovo Group in China, once disclosed Lenovo's commercial operation PC Situation in the field . data display ,2020 The first three quarters of the year （2020 year 4 month -2020 year 12 month ）, Lenovo's key customer business in China PC The sales volume and market share reached 55.5%. Among them, the enterprise market PC The sales volume and market share reached 60.9%, Year on year growth exceeded 3 percentage , Record high ; Education market PC The sales volume and market share reached 59.1%, Year on year growth 3.4 percentage .
Now Huawei terminal officially announced to enter the commercial field , It also means that both parties will be in business PC There is fierce competition in .
It's not just that the two sides overlap PC, And tablets and other products .
Jun Zai Liu 2021 year 4 Disclosed in September , Lenovo's sales of commercial tablets in China increased... Over the previous fiscal year 54%, Ranked first in market share ; Consumer tablet sales were... In the last fiscal year 3 More than double .
According to Wang Peng, an associate professor at Renmin University of China , Due to the shortage of chips in the mobile phone business , Huawei's terminal business really needs to find new growth points , The commercial field is a direction that can be explored . Huawei's advantage lies in , Huawei terminal has a supply chain system for so many years 、 Market reputation 、 Marketing team , It can be reused in the commercial field ; At the same time, Huawei's business in operators 、 User base in enterprise business , It also overlaps with Huawei terminals in the commercial market , Can play a good chemical reaction , Get more orders .
“ Lenovo will face new strong competitors .” He said .
An internal employee of Lenovo also said to Sina Technology , Recently, Lenovo's internal and senior executives have really focused on the business of key customers . But in his opinion , At present, Lenovo is still in the wait-and-see stage for Huawei terminals to enter the commercial field , It is also necessary to observe the further actions of Huawei terminals .
“ Sell to government and enterprise users PC It may not work well , No self-study CPU It's the same thing .” He said , Huawei notebook has been in the second quarter of the Chinese market , But later, due to the power failure of the chip , The market share began to decline all the way .
It will take time to challenge the overlord
As the above Lenovo employees said , Huawei wants to make a difference in the field of commercial terminals , The first challenge is product and supply .
Xiang Ligang, a communications industry observer, told Sina Technology , In a short time , For the time being, I can't see that Huawei terminal will have a great impact on Lenovo's commercial products .
First, the commercial product series of Huawei terminals is relatively thin , There are not enough choices ; Second, Huawei is more or less affected by chips 、 Production and other factors , There is still a certain gap between Huawei terminals and Lenovo in the commercial field .
An industry person familiar with the government enterprise market said , In the government enterprise market , Performance can be less advanced , But the brand must be big , Quality and service should be reliable , Huawei should have little problem in these aspects . Next, the most important thing is how Huawei uses the right products , Persuade the governments and enterprises that buy Lenovo by default to change their strategies , Turn to purchasing Huawei products .
Judging from the current market share , Huawei in PC、 Tablet and other fields really need to catch up .
Just PC for ,IDC data display ,2021 Lenovo PC（ Desktop computer 、 The notebook 、 The workstation ） The global share of shipments 23.5%, Ranked first in the world ; Huawei is not on the list .
In terms of tablets ,IDC data display ,2021 Tablet computers worldwide throughout the year , Lenovo ranks third , stay 2021 Sold in 1777 Ten thousand units , Year-on-year growth 19.2%, market share 10.5%; The global market share of Huawei tablet is 5.7%, Fifth , Shipments are down year on year 32.1%.
However, Xiang Ligang believes that , In the long run , Huawei's R & D capability must be something Lenovo should fear in the commercial field . As Huawei terminals become more and more abundant on the product line , More and more competitive , It is expected to have a great impact on Lenovo in the commercial field .
Another thing to note , After Huawei terminal enters the commercial field , Huawei also needs to further sort out and clarify its internal architecture , Solve the internal BG The battle of interests between .
before , Huawei's consumer business focuses on individual users , Enterprise business is oriented to the government and enterprise market , The line of business and target users are very clear . But when Huawei terminals also enter the government enterprise market , Two big BG There is a certain overlap between the boundaries of .
For example, Huawei terminal has a smart screen business for government and enterprises this time , Huawei's enterprise business is 2020 In, it also released enterprise smart screen products for enterprise office scenes IdeaHub series . later , In the publicity caliber of Huawei's enterprise business , No longer call it “ Enterprise smart screen ”, It is “ Huawei IdeaHub Office treasure ”.
While Yu Chengdong continues to expand the border for Huawei terminals , Such business overlap has occurred more than once .
For example, Huawei terminal initially launched... On the interconnection of mobile phones and mobile phones Hicar System , Later, they even cooperated directly with automobile enterprises , Selling cars in offline stores . This is undoubtedly related to smart car solutions BU The business scope of has coincided , Later, Yu Chengdong also served as a smart car BU CEO, The problem is solved . But the original smart car BU President Wang Jun , The position was adjusted to COO, This is regarded as Yu Chengdong's victory in controlling the smart car business .
For another example, Huawei terminal has been developing its own Hongmeng OS, Main orientation C End ; Huawei's computing product line is also developing its own Euler OS, Main orientation B End . But with Hongmeng OS towards B The expansion of the end , This balance is broken . Later, Huawei announced that it would Hongmeng OS And Euler OS The kernel gets through , The problem has been partially solved , But the two one. OS There are still some overlaps in the scene .
overall , Huawei terminals should make efforts in the commercial field , There are still many problems to be solved , But its technical strength should not be underestimated , Lenovo needs to further adjust relevant strategies to deal with .
But according to Wang Peng, an associate professor at Renmin University of China , It's not a bad thing to have new competitors in the industry ,“ There will be competition to produce better products 、 Better team , The ultimate benefit will be users .” He said .
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