Radical and replay whether Yang Yuanqing is a science and technology decision Lenovo CEO qualified S-519697

Radical and replay: whether Yang Yuanqing is a science and technology decision – Sohu Lenovo CEO qualified recently, from between the media and the Lenovo Lenovo CEO Yang Yuanqing is qualified (qualified) controversy caused great concern in the industry. What is the industry which is right and which is wrong, although with the industry, each one sticks to his argument, but because we have not experienced a person from the media, especially once the plan for Lenovo books biography a senior person from the media (at least have in-depth understanding of the history and development of Lenovo, Lenovo Group () is not the most can get relatively accurate and authoritative the history of Financial Statistics), so we can not make improper evaluation which is right and which is wrong. But there is one point in this debate is in fact are uncontroversial, that is in the debate of the senior people from the media on the Lenovo earnings statistics in a certain period of time in the wrong key, although later the people from the media issued a document specifically corrected and apologized, but we want to say is the industry as a well-known and experienced, especially since the media used to be associated with the written word, should know some mistakes must not make, no matter what the reason (you know). Since the focus of debate is whether Yang Yuanqing is Lenovo CEO qualified, then to talk about Yang Yuanqing, but the prior statement is, our evaluation is limited to the Lenovo Ren CEO a relatively familiar stage, inevitably Overgeneralization, so only subjective views of our own, since when this. Mention of Lenovo, until today, although it through the acquisition of Motorola mobile and IBM x86 server business into the mobile Internet, intelligent mobile phone and the enterprise market for business diversification and transformation, and in the global market in fourth and third, but the first thought of Lenovo or an PC vendor, indeed from this, the latest earnings in PC is still the bulk of its revenue and profit remarkable. In fact, Lenovo tried diversified strategies early in the year. At that time, when the U.S. Internet frenzy was at its most frenzied, Lenovo moved into the Internet industry with a view to finding new revenue and profit growth opportunities beyond the PC industry. For example, invest 10000 yuan to establish new Oriental Education online, invest 100 million yuan to create a portal FM365.COM, spend $100 million acquisition of financial websites, winning 40% stake and a series of measures to move into the internet. Take FM365 as an example, according to the idea at that time, based on Lenovo millions of computer sales every year, through the bundled with the computer to introduce the Internet, Lenovo to access users at the starting point of the Internet to prepare an entrance site, this site is FM365.COM. The website is responsible for gathering the best content and services, attracting and retaining people, and then developing online advertising and e-commerce based on this platform. However, the actual operation situation after the site and a far cry from the original vision, and then broken Internet advertising model is far from mature and then came the Internet bubble, the crazy smashing after hundreds of millions of dollars into the end of the year, FM365 quietly closed as a symbol, we have known the first lenovo.

激进与复盘:杨元庆是否是联想合格CEO的判定-搜狐科技   近日,某自媒体与联想之间有关联想CEO杨元庆是否称职(合格)的论战引发了业内的高度关注。究竟谁是谁非,业内也是各执一词,虽然同处行业之中,但由于我们既不是资深的某自媒体人,尤其是曾经计划为联想著书立传的某资深自媒体人(至少对于联想历史和发展有深入的了解),也不是联想集团(可以拿到相对最准确和权威的历史财报统计数据),所以我们自然不能妄加评价谁是谁非。不过有一点是在这场论战中的事实存在且毫无争议的,那就是论战中的这个某资深自媒体人在关键的某个时间段的联想财报统计数据中出现了错误,尽管后来该自媒体人特意发文予以更正并致歉,但我们想说的是,作为一个业内知名且资深,尤其是曾经要为联想著书立传的自媒体人,理应知道有些错误是万万不能犯的,不管是出于什么理由(大家都懂的)。      既然争论的焦点是在杨元庆是否是合格的联想CEO上,那么接下来就来说说杨元庆,不过事先声明的是,我们的评价仅限于其在联想任CEO某个我们相对比较熟悉的阶段,难免以偏概全,所以仅是我们自己的主观认识和观点,自当是抛砖引玉。   提及联想,直到今天,尽管其通过并购摩托罗拉移动和IBM x86服务器业务进入到移动互联网的智能手机和企业级市场谋求业务的多元化和转型,且在上述全球市场中分列第四和第三位,但业内首先想到的联想还是一家PC厂商,事实也的确如此,这从其最新的财报中PC仍是其营收和利润的大头可见一斑。   其实联想早在年时就尝试过多元化的战略。当时正值美国互联网风潮最疯狂之时,联想高调进军互联网产业,以期在PC产业之外,寻找新的营收和利润的增长机会。例如出资万元创办新东方教育在线,投资亿元创建门户网站FM365.COM,耗资亿元收购财经网站赢时通40%股权等一系列进军互联网举措的实施。   以FM365为例,根据当时的设想,基于联想每年数百万台的电脑销量,通过与电脑捆绑的方式引入互联网,联想为接入用户在互联网的起点准备了一个入口网站,这个网站就是FM365.COM。该网站负责聚集最好的内容和服务,吸引和留住人流,然后在这个平台基础上发展网络广告和电子商务。但是,网站之后的实际运行状况与最初的设想相去甚远,加之当时互联网广告模式远未成熟和随后而来的互联网泡沫的破裂,在疯狂砸进数亿元之后的年底,以FM365的悄然关闭为标志,我们所熟知的联想的第一次多元化战略以失败告终,随之而来的是联想互联网业务部门壮士断腕式般的裁员。对此,联想“教父”柳传志在反思其中的教训时曾言:互联网业务当时与其擅长的IT硬件制造业(主要是指PC)相差甚远,联想在制造业的经验无法运用于虚拟的互联网领域。   反思联想第一次多元化战略的失利,我们认为这与当时杨元庆激进的战略思想密切相关。因为当时联想PC业务尽管在中国市场已经位居第一位,但远未达到今天其在中国市场如此大幅领先的地位,换言之,就当时的PC产业来说,联想仍有相当大的增长空间,但杨元庆却选择了一个联想并不熟悉且毫无优势可以借鉴和发挥的领域。在激进的战略遭遇失败之后,杨元庆再次将业务和战略重心收回到PC业务中,我们更愿意将此称之为杨元庆的第一次复盘,即做出了正确的战略选择。   但随后杨元庆的激进战略再次发作,那就是并购IBM PC业务。之所以称为激进,是因为联想当时的体量和实力对于能否整合并购来的IBM PC业务不仅在联想内部,在业内均引起了强烈质疑,故这次并购被称为典型的“蛇吞象”式的并购,另外就是并购IBM PC业务之后,杨元庆急于在海外,尤其是美国市场(当时全球最大的PC市场)有大的斩获,但最终效果并不理想,而在此期间,Acer、惠普、戴尔等PC厂商则借机在中国市场��联想的大本营攻城掠地,即便如此,杨元庆以海外市场为重心的激进战略仍未改变,最典型的表现就是欲并购当时在欧洲PC市场排名第三的PB(Packard Bell)以期避开久攻不下的美国市场而绕道欧洲,不幸的是,高调并购的联想却被当时异常低调的Acer“横刀夺爱”,痛失PB,而此次并购的失利,让联想绕道欧洲的海外战略遭遇重大挫折,自此之后联想的PC业务始终没有大的起色和突破,并在2008-09财年第三财季出现了个季度以来的首次亏损,也就是在宣布这季财报的同时,联想“教父”柳传志复出,重新担任公司董事局主席,而当时的董事局主席杨元庆代替阿梅里奥重新担任首席执行官。之后,在柳传志的帮助之下,杨元庆再次复盘,复盘之后最重要的战略调整就是将PC业务的重心从海外市场转回到中国市场。这一战略不仅拯救了当时被柳传志称为已经在“悬崖边上的联想”,还为最终完成对IBM PC的进一步整合赢得了时间,更为联想在年问鼎全球PC市场第一夯实了基础。至此,在年间,经过杨元庆两次激进和复盘之后,联想达到了阶段性的顶峰。   接下来就是业内熟知的联想面对移动互联网时代的转型,最典型的表现就是以智能手机为代表的移动终端的兴起。在问鼎全球PC市场冠军和拿下中国智能手机市场第二之后(均发生在年),杨元庆的激进战略第三次冒头,那就是在年年初几乎同时并购了亏损的摩托罗拉移动和IBM x86服务器业务。如果说并购本身就已经含有激进成分,那么并购之后的战略,尤其是以智能手机为代表的移动终端战略让这种激进更是有过之而无不及,具体的表现就是与当时并购IBM PC业务类似,联想将海外市场再次作为主攻方向,与此同时高估了并购来的摩托罗拉移动业务中智能手机品牌的影响力和品牌溢价能力,进而在忽视中国市场和自有品牌智能手机创新和营销的同时,又盲目将摩托罗拉品牌重新引回中国市场且定位在高端,其结果是,从曾经的在中国智能手机市场与三星仅有咫尺之遥的第二沦落到去年跌出前之列,与之相比,在全球智能手机市场超越和紧跟联想的华为(国内智能手机出货量占比为60%)、小米(几乎全部来自中国市场)等无不是以中国市场为主。   正基于此,杨元庆近日再次复盘,重新回到之前他并不看好的中国智能手机市场的争夺,并制定了相关策略。而回溯之前杨元庆的两次激进造成的风险与损失之所以可以通过复盘予以化解,除了战略的得当外,更关键的是当时的市场和竞争仍给杨元庆的复盘留出了时间和空间。那么此次复盘联想面对的是怎样的市场态势呢?   不可否认,未来两三年中,PC依然会是联想的核心,而随着微软激进的Windows10推广策略以及仅在中国PC市场就有接近�万左右使用年限已经超过年,甚至更长以上的PC用户可能面临的换机空间,联想能否继续在PC市场挖潜和继续保持增长?至于智能手机市场,虽说联想下滑严重,但截至到去年,还依然处在全球第的位置,所谓留得青山在,不怕没柴烧,所以说杨元庆此次复盘胜算的客观市场条件还是允许和存在的,我们只是希望不要在此次复盘的执行过程中,杨元庆再心血来潮弄出个什么激进的战略来,毕竟与之前相比,产业的竞争和市场形势要激烈和变化快得多,而杨元庆既往的激进与复盘的“联想模式”总有一天或者在某个产业发展的节点时会失去效用,至少市场和竞争在客观上已经不会再眷顾杨元庆和联想。相关的主题文章: