Despite the stubborn heart, Lenovo CEO Yang over the years has little direct evaluation of Lenovo global competitors. Recently, however, are very different, April 30, he was in Shanghai, with a slight tone of humor will reprove the four competitors over 11, insisted that Lenovo's most competitive.
This is probably the successful restructuring and Lenovo, profitability, and just released a new strategy for the mobile Internet. Company executives have reason to play up the optimism.
However, Yang also stressed that Lenovo is not without opponents, on the "Today the world", only "a target of the object", the other competitors, he said, "tell the truth, Lenovo is disdain."
Reprove four opponents
Yang said that Lenovo was "a very unique business," because it has other businesses in a particular area does not possess.
For example, Apple's hardware is worth associative learning, but does not mean "to be in all aspects of learning to it," the closed nature of Apple's model, such as chips, operating systems do have their own, "This may not be."
Probably in his mind as the only rival to Apple, he intentionally or unintentionally, will Apple and other rivals to isolate.
"People come to take a look at our competitors in this industry which, over a number one, you will join me in confidence, Lenovo is the best." He said.
PC in the field of opponents is of course HP, Dell, Acer and other giants of the. Lenovo ranked them behind the current scale, but Yang seems afraid of them.
"Our industry is now the world's largest home." He is not named, apparently, said HP. He said the company is IBM doing service learning, but IBM to sell Lenovo PC Why? Because the PC is not in the service core of the company, but the marginalization of products. This is equivalent to say that HP's PC outlet unknown. As of now, HP PC really is the industry's focus.
Dell's turn was. He is a bit humorous. "There is a business model also has the same company as Myth." He said that the company currently the slowest growth rate in previous Dali, "the fastest growing market out," Why? The problem is the business model on the mythical. He believes that Lenovo relational, transactional parallel mode, relying on a single business model than the main rivals stronger.
For Acer, probably belong to Chinese enterprises, he slightly praise tone of voice: "There is another company is relying on a high-efficiency, low cost to win market share." But Huafeng quickly turns and says, Lenovo also has high efficiency, good costs more than its competitive advantage. He believes that Lenovo is not only the efficiency and innovation embodied in the products, but also a number of aspects.
"If you can see, should be more confidence in us." He said.
Mobile internet betting
If you do not consider the new strategy, Yang's view is not new, it is easy to provoke attacks. However, Lenovo's mobile Internet strategy launched in the context of the evaluation are revealed not just confidence.
Lenovo is the new strategy, just like a new life. Yang on the "First Financial Daily" stressed, Lenovo is not the sudden birth of a new strategy, it is ready for three years, products, business models are considered mature, it is now time to send forces, but also "the beginning when the fruit."
"Today, for the time being to disclose the business model, one or two weeks, we will further explain this issue more clearly to us." He said, Lenovo's mobile Internet strategy is "everything is ready only a strong wind."
The CEO has clearly immersed these, about 10 minutes, he patiently demonstrated the new Lenovo product. He said that Lenovo will offer smaller, lighter and thinner, the product can be installed in the pocket, they always online, unlike the past, every move a local computer to switch machines to find the network, but can be used to open, many elements of which simply do not have to search online, it will be actively push hands.
But analysts say Lenovo these days should be embarrassed. Because a few days ago, HP announced the acquisition of smart phone business PALM, Lenovo also said to buy, there was Hewlett-Packard snatched.
Yang did not disappoint. He said HP's move shows that we judge the future in line to verify the association of the mobile Internet is a strategic direction, but much earlier than they are prepared to Lenovo, the Olympics had called the Beacon on the launch of the product, but at that time designed for enterprise customers, but now a new strategy for the consumer even more customers.
But Apple's mobile Internet than its earlier involvement, but Acer has also been before the Spring Festival in Beijing announced a high-profile mobile Internet strategy. Yang said the focus of competition in this field in China, "China may have world person."
"No matter how competitors look for Lenovo mobile Internet strategy in China come out on top take the lead, we have a very full and strong confidence." He said, this time not only to prepare good product, strategy development must clearly and accurately, Lenovo of China is also a channel brand. He did not forget to mention association with the telecom operators, upstream core components such as enterprise cooperation.
Slightly domineering he asserted, the real outbreak of the growth of China's mobile Internet point in time, will be successful is the marketing Lenovo Mobile Internet time, but now, the network communications infrastructure is still not perfect.
Big Three fined 585 million U.S. dollars by the global panel or the collective action
Global LCD panel ruled that U.S. courts giant price-fixing conspiracy
Recently, a San Francisco court ruling to LG, Sharp, Samsung and other global giants into the LCD panel
"Impasse." The court file shows, the judge found the panel giant conspiracy to fix prices, leading to downstream enterprises, consumers pay a high cost.
At the same time, the court found that this is a class action case in 1999 and 2006 either directly or indirectly buy buy LCD panel LCD TVs, monitors and other products customers and consumers are on the panel makers may sue for compensation.
In response to these events, yesterday (May 4), exclusive was informed that Beijing law firm Lehman has ties with the United States Hausfeld of lawyers are being called Chinese enterprises to join transnational litigation, to the panel manufacturer for damages.
Yesterday, the reporter called related businesses, TCL, Lenovo, Aigo, Hisense and other enterprises have said: "not informed of relevant information." And Changhong said it was studying, Skyworth said it needs further observation.
Insiders pointed out that this is only a start, it is foreseeable that future global panel plant could face massive class action.
Three companies fined for price-fixing large sums of money
It is understood that since the survey in December 2006, when the U.S. Department of Justice, the EU Trade Commission, Japan and South Korea's Fair Trade Commission has to Samsung, LG, Sharp,
NEC, as well as China Taiwan of four panel makers sent a suspected monopoly and manipulation of the price of anti-monopoly investigation panel.
U.S. Department of Justice to intervene in a survey, LG, Sharp and Chunghwa Picture Tubes admitted that limit by between manufacturing price-fixing conspiracy. In the period 2001 to 2006, LG and Chunghwa Picture Tubes together to drive up sales to more than the price of LCD panels; Sharp and other LCD panel makers together to drive up to Dell, Motorola and Apple computer sales prices of LCD panels. Justice found that the three companies to exchange information, co-conspiracy in the offer to reach an agreement.
In response, the United States in 2008 and 2009 the court ruled, LG, Sharp, Chunghwa Picture Tubes paid 585 million U.S. dollars three huge criminal fines, which also became the monopoly of the third-largest fine in history, second only to vitamin manufacturers in 2001 7.52 100 million U.S. dollars and 2005, DRAM prices Union 729 million U.S. dollars.
It is understood that Sharp have to pay a fine of 120 million U.S. dollars, depending on the three affected vendors - Dell, Motorola and Apple. Among them, the Dell since April 2001 to December 2006 have been purchased between the involved components used to manufacture computer monitors and notebook computer screens; Motorola from the fall of 2005 to June 2006 have been purchased between the components involved in manufacturing Razr phone; and Apple in September 2005 to
In December 2006 during the production of iPod music players also use the components involved.
Department of Industry hidden rules?
According to industry sources, from
2001, master the LCD panel core technology of only 10 companies, including South Korea 2, Japan 3, China Taiwan 5, these enterprises in 2001 to 2005 have adopted a joint price-fixing practices, such as plasma panel Xingye Company Similarly, such a behavior, it is the unspoken rules panel industry.
The source pointed out that the LCD panel related to from the phone, MP3 to a series of flat-panel TV product prices, which account for flat-panel TVs, LCD monitors and other costs of about 50% to 60%, once the panel industry in 2004 reached the highest point of profit, the average more than 30% of profits. "LCD manufacturers monopoly price, consumers will ultimately pay the price on those who become the price-fixing."
Purchasing department of a television company disclosed that China-related enterprises often face shortages of the cold shoulder, because the giants in the procurement of these panels tend to give priority to purchase relatively large demand for Hewlett-Packard, Dell and other companies, this result is that China's relevant enterprises to want to take the cost of arrival to pay more.
In this regard, Yang Dongwen, vice president of Skyworth Group, said in an interview, compared to billions of dollars in purchases of international giants, China's flat panel TV maker purchases two years ago only a few 100 thousand, the lack of procurement experience scale more injustice. "2009 panel supply, China's flat-panel TV business in the procurement panel refused to sell even encountered the phenomenon." Yang Dongwen said.
Appliances observers Luo Qingqi that, LCD panel industry is suffering from the iron ore industry, general business experience, that is, Chinese companies often fighting single-handedly purchase panel, which led to the procurement costs than Japanese and Korean enterprises to high 5% to 10%, resulting in flat-panel TV business has lost the price advantage.
Luo Qingqi, said home appliances to the countryside with the policy of expanding domestic demand and triple play in the major trend of China's LCD panel business "and the necessary fuel," the rigid requirements, and this giant through the supply chain for the panel to control the tension in the "bargaining power" to provide space.
Difficult for Chinese enterprises to collective action into reality?
Perhaps the U.S. court ruling is a good Chinese companies.
It is understood that the panel price-fixing case affects at least a million U.S. consumers, they use computers, mobile phones and many household appliances have since included components involved in the case by him (her) interests are compromised.
In response, responsible for Lehman lawsuit law firm in Beijing Hao Junbo that the scope of collective action may be further expanded view of the fact that these businesses have been identified as the United States and the European Union constitutes a price conspiracy, and these producers management and sales throughout the world, no doubt related enterprises in China is the victim has the right to claim.
"If the U.S. or the EU to join the current litigation, these companies do not have a separate prosecution, which is conducive to the plaintiff Chouji litigation financing and negotiations." Haojun Bo pointed out that the lawyers working with foreign liaison and coordination, and prepare relevant documentation and translation.
However, Hao Junbo said, because business is to buy, so they are easy to calculate the losses should be more. Consumers to buy products from many vendors products, small amount of their losses on the one hand, while not easy to calculate. In addition, companies involved in litigation or consumers also need to provide receipts or invoices for purchases like evidence.
"We are now multiple channels to contact with the company, hoping to further delegate." Hao Junbo said.
Next, the willingness of domestic firms on the panel giants launch joint anti-trust prosecution, is still too early to say, after all, expensive and time-consuming litigation is another matter, the domestic anti-monopoly agency has not set a precedent a similar survey. Yesterday, the call-related business, TCL, Lenovo, Aigo, Hisense, etc. Most companies said that the "not informed of relevant information."
However, China Electronic Chamber of Commerce, said the Deputy Secretary-General Lu Renbo, on the one hand, the current focus of our panel upstream technology giants in the hands of these panels; other hand, the BOE and other panel production business also needs some cycles, which determine the relevant Big companies need to look at these panels of "face."
Changhong TV Ministry of Justice official said, has already expressed concern that the relevant information, are also being studied, but no specific comments.
"For the Chinese television companies abroad to fight cross-border litigation is rather strange." Yang Dongwen pointed out that Skyworth has no further intention, further understanding of observation.
A color TV enterprises not to be named told, as panel industry concentration, allowing domestic enterprises do not dare to "offend" the panel involved in giant, fear of affecting the company's panel of procurement authority. "This kind of thing to take the lead from the household electrical appliance enterprises will be better then?" The source said.
According to Taiwan media reports, the enterprise will be second, different from the low tide when the financial turmoil last year, this year's science and technology manufacturers, including Compal, Acer have a high profile organization of annual meetings. Most notable is a brother of Hon Hai e, if the stock draw to maintain last year's level, we should send the market value of NT 700 million yuan (about 150 million yuan) in a red envelope.
This year the economy back to temperature, the electronics industry from the bottom turned up, Hon Hai, Compal, TSMC and other electronics makers have heard salary, bonuses, annual course of years will be seen as reward for industry bosses highlight of the year staff hard.
Foxconn rumored to intend spending a million heavily Jay invited artists to perform the annual on-site, with annual meetings chaired by the former anchor Dingjing Yi Tsai Kang-yung. In addition, the singer Fei Yu-ching, and Kuo dry, Tai Chi source, also in the list. The technology is different from the downstream plant extravagant annual meeting, including AUO, including the upstream plant science and technology is more than "low profile" many.
Acer, Compal, Quanta field coded fight to organize activities
OEM notebook makers Quanta, the spread will be invited singer Tsai Chin, Slank, who, as Hon Hai Tsai Chin is the regular annual session, so the market there, and Hon Hai as "looting" and other signs of interaction means. However, Hon Hai is still outside the focus of most attention, as annual pumping Guo Dong will be generous to send blue-chip stocks employees. Total market value of nearly 100 million yuan last year NT point of view, this economy back to temperature, the market expects the stock may draw more, even if only to calculate last year's level, the stock market surged this year, market capitalization soared from 300 million to 700 000 000 NT.
Beyond this year, shipments of notebook OEM Compal, Quanta a brother, not only revealed that "raise" good news, Compal hsiung, chairman of the board said this year they will restore the previous grand scale. Has been discontinued for several years the annual Acer, the market share and achieved good operating results in the global notebook market is directed at Hewlett-Packard ranked second this year, will return to host the annual event. Acer chairman JT Wang said Acer will be invited this year, all Group employees to participate in the joint organization of the annual meeting.
Technology vendors different situation low-key upstream downstream Carnival
Unlike large-scale downstream technology plant will be celebrated in this year's annual banquet upstream plant science and technology is still the tendency to "low profile" was held.
Although DRAM factory out of the inability of industry consolidation, and operates through a super ice age, but not yet making money, this year they held more than not. Formosa Plastics Group, the park and Inotera, founder Wang Yung-ching died last year, all groups have canceled the annual, although still in the discussion of this year, but tend not extravagant. However, the PSC to make money from the first in November, came to encourage the PSC staff, boost morale, will resume holding annual meetings. PSC in the DRAM plants, will run in the most impressive.
In addition, the panel makers AU Optronics, while the bottom panel super boom is over, but this year there will be no large-scale luxury the annual meeting, tend to hold their own departments. Always give the employees a good hope for the winter. As CMO, will be merged with the group record, the Group will have a new weather, but fear will not hold annual meetings this year. Because next year is the fiftieth anniversary celebration Chi Mei, on February 6 next year, but also Chinese New Year, there will be a warm and fun family day to celebrate, but also be a large wedding groups.
Entered in November, along with the home appliances section of the collective force, and Hisense Hisense Electric Department of the two companies, ST Kelon's shares have soared. The soaring stock price, but also just for the executive department Hisense brought tremendous wealth accumulation: Hisense Group and the subsidiary managers, technicians and other indirect holding of 81 shares of two listed companies, worth over 2.5 billion in the short term yuan, of which six executives is a billionaire.
81 people, the highest net worth of Hisense Group Chairman A motion was undoubtedly, he is the first natural person Hisense Electronic shareholder equity ratio 7.28%, this part of the equity corresponding Hisense Electric, ST Kelon shares of market value and for 384 million yuan.
In second place is in the Shu-min, chairman of Hisense Electric. The origin of the strong woman in 1951, 1997, has held senior positions at the Hisense Group, holds a 5.5% stake in Hisense Electronics, the market value of 290 million yuan.
In addition to these two natural person shareholders, there are four persons were holding Hisense Electronic, family assets are more than 100 million yuan, they are Hisense Electric Director Xiaojian Lin, holding 2.72%, market capitalization of 143 million yuan; Hisense Group Director of SUN Hui is, 2.61% stake, worth 1.38 billion; Hisense Group Vice President, ST Kelon supervisors Guo deposit, holding 1.97%, market capitalization of 104 million yuan; ST Kelon chairman Tom industrial countries , holding 1.97%, market capitalization of 104 million yuan.
Wang Peisong is holding up the backbone of employees, holding 1.84% stake in Hisense Electronics, the market value of 097 million yuan.
In addition, the new Hisense Electric general manager Liu Hong, deputy general manager Zhang successors also held Hisense Electronics options.
It is worth mentioning that the first half of this year, Hisense Electric thrown the equity incentive program to 72 senior and middle management to grant 491 million shares, issue price of 5.72 yuan / share. Among them, Zhou Houjian, in Shu-Min, Hong-Xin Liu, Hisense Electronic Zhang successor shareholders and other incentives are also subject to the list, was awarded 50 million shares Shu Min, A motion was granted 30 million shares, Liu Hong was granted 27 million shares of the new, successor by Zhang grant of 20 million shares. In accordance with Hisense Electric 19 closing price of 22.87 yuan, this part of the stock has benefited from nearly 300%. There is no doubt, be the right line after A motion and others will also add another sum of net worth.
First of all that, I February 17, 2009 was to communicate, "elimination", on March 23 officially left. Huawei time difference of one week in five years. Recall the days and nights in the five years of Huawei, feeling a lot, wrote a post, "Huawei is not at home - five years of bitter separation of Huawei staff" did not think this post has some effect on a lot of brothers Huawei office read, and some called me, not to speak only sigh. Separation process somewhat cumbersome, but also run smoothly. Like what old-age insurance, are run by the company came forward, leaving 800 in Shenzhen that is brother on behalf of the open. Here to be grateful. N +1 after one month's compensation credited into account option is also discounted, and even have cashed in winners. Some brothers often look at swearing jar companies do not know people with ulterior motives stir up trouble, or is the black heart is really in charge greedy former employees of the hard-earned money, no investigation can not talk nonsense, my own example, the company gave last year, about 50%, although much smaller, but I have contentment.
Just been informed of "the End" when the feeling tremendous pressure all night insomnia. When I asked the director of Office of separation procedures, manager replied, you go first to work it and then some. Find a job pretty well, after all, Huawei out, other companies would be willing to be so. Found a new company started to do separation procedures, did not expect that to companies issuing employee turnover, I returned to Shenzhen to open left proved too unrealistic, and the new company and anxious, urge me to do once the entry formalities. I went back to office and said product manager, product manager, said, I'll easily find a chapter to the engineering department built it for you. Project managers did not expect did not agree. Huawei my head told me that you can prove that such companies issued. At this time, found a brother to sign the former partner "Initial verification book", I place no one called him a call, told him: "look blank A4 paper, in the lower right foot to build a chapter to the project I am. "partners brother is happy to build a chapter in my public writing on white A4 paper," Our employees are hereby XX ... ... "the new company for me to do a smooth entry procedures, achieved in my career seamlessly. Through this incident, I recall my first meeting Huawei product manager spoke about this in the story: "that there was a child at a sudden high fever, the child's mother, a neighbor went to a doctor please, take care of the child. Neighbor to go for a long time a people come back, the mother asked the neighbor, how doctors did not come? neighbor replied, doctors are not at home, but did not take cell phone, outside raining again! mother had told neighbors that you can help me take care of a child, I went to see a doctor. not long the time the doctor came over to find her mother, neighbors asked her mother, how did you find it. mother answered, I asked the doctor's family, doctors usually where this time, I went from place to place, good news The first place I went, they found a doctor. outside of the storm is nothing to me! "before listening to the story, just listened and did not think through the things that I do leave, I just Huawei product manager," neighborhood "I own is the" mother ", so when the new company, both on the next for me if they want to coordinate the completion of one thing, their interests must be found, only the completion of this benefit to them, they to mothers, or just a help, "neighbors"! Huawei's product manager and I communicate with the bottom, say I only know that when the bow work, is true. Some things really need to regularly sum up, always thinking. Unfortunately, only when I left Huawei, I realized! Thank Huawei