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.
Last year revenue growth of over 60 billion yuan over Huawei, ZTE
In the overall income scale, Huawei, ZTE is still far behind
In the international telecommunications market into a bleak, contrarian equipment manufacturers in China rose pattern become more pronounced.
Yesterday, ZTE (000063.SZ, 00763.HK) announced the 2009 performance report, in 2009 ZTE's total revenue for the first time more than 60 billion yuan, up 36.08 percent revenue growth, it is the first record of the industry .
According to Hong Kong Financial Reporting Standards and accounting principles generally accepted in China, ZTE in 2009 operating income of 60.273 billion yuan, up 36.08 percent compared with 2008, net profit of 2.458 billion yuan, an increase of 48.06% compared to 2008. Companies operating activities Cash flow per share 2.12 yuan.
The top half of the sky from the domestic market
Although in the past year, the international telecommunications market slowdown more obvious, but the domestic 3G licensing will bring lots of investment to ensure the ZTE and the overall performance of the domestic market continue to grow rapidly.
Filing shows ZTE domestic market operating income of 30.404 billion yuan, up 74.07%. ZTE said that this mainly due to ZTE fully grasp the opportunities of domestic 3G launch, the three operators of the network construction tender outstanding, become the biggest market of 3G network equipment providers, particularly in the TD- SCDMA, CDMA, XPON represented products have achieved good sales.
While in 2008, ZTE's income share in the international market has reached 60.57%, but in 2009 the domestic situation of a good to the domestic market propped up half the sky ZTE performance last year, the proportion of total income over 50%.
According to financial reports, international market in 2009, ZTE achieved operating income of 29.869 billion yuan, up 11.34%, the proportion of total revenue up 49.56 percent.
In particular, in 2009, ZTE's breakthrough in the European market, in addition to the terminal, the ZTE bearer network, access network, business network and other related products have entered the U.S. and Europe has been an important country in Europe and the United States market, ZTE is gradually becoming an important performance growth area.
ZTE said in 2009, ZTE's mainstream products in carrier networks has made more substantial breakthrough and growth. At present, ZTE's 3G market in China, the first comprehensive ranking, Europe and the United States market, sales revenue in the international market began to rapidly increase the proportion of ZTE has achieved a comprehensive breakthrough in the mainstream market.
Growth rate of more than Huawei
Before departing president Yin Yimin, ZTE things, was the industry that "probably because of the performance pressure", but yesterday, ZTE flaunted the earnings break this argument, because in the past year, ZTE continues to maintain rapid growth and growth rate than Huawei.
In 2009, Huawei's sales revenue of 149.1 billion yuan, an increase of 19%, net profit of 18.3 billion, excluding exchange gains and losses if the changes brought by Huawei in 2009 profit increase of 26.5%. The ZTE these two indicators were 36.08% and 48.06% growth rate of more than Huawei.
Objectively speaking, the overall income of ZTE in the scale of Huawei still lag behind, because the two companies differ in overall size, direct comparison between the growth rate is not entirely appropriate, but from the view of revenue growth over the past three years, ZTE Huawei has narrowed the gap with the trend.
2007 to 2009, the scale of Huawei's revenue was 109.1 billion yuan, respectively, 115.4 billion yuan and 149.1 billion yuan, while ZTE was 34.78 billion yuan, 44.3 billion yuan and 60.273 billion yuan. ZTE's revenue growth from 2007 31.88% to 38.39% in 2008 and then to 40.42 percent in 2009, is gradually catch up with the pace of Huawei.
Although Huawei and ZTE are two perennial competitors, but a way, is precisely because of the existence of competition, so that the two companies have maintained fast running posture, their common benefit from China's economic growth and China's cost advantage, but also common in the global downturn in the telecommunications market did rise side by side.
March 31, according to informed sources, Huawei has just released its 2009 annual report. The report shows that Huawei 2009 global sales of 1,491 billion yuan, up 19%. 14.1% operating margin, net profit of 18.3 billion yuan, net profit margin of 12.2%.
Contract revenue in China 10 billion U.S. dollars
In achieving sustained growth in sales and net profit at the same time, Huawei's operating cash flow increased by 237%, reaching 21.7 billion yuan, achieving a "sales" and "operational" indicators of double harvest. By the end of the end of 2009, Huawei has accumulated a variety of taxes to the state to pay 68.5 billion yuan.
In 2009, Huawei is still in the international market to maintain strong growth momentum - wireless access market, the world's second-largest supplier; in Oslo, the successful delivery of the world's first LTE / SAE commercial contracts; the first release from the router to the transmission system 100G-end solution ... ...
Concern is that in the international market, Huawei has also burgeoned, and accurately the first year of China's 3G market opportunities. According to the report data, 2009 Love is in the Chinese market to achieve sales of 10 billion U.S. dollars contract, and won the largest market share in China's 3G market. At present, Huawei's WCDMA network in China Unicom and China Telecom's CDMA2000
EV-DO network equipment market, both ranking first in China Mobile TD-SCDMA network equipment in more than 30% market share, ranking second.
Four areas of the comprehensive advantages of the formation of ALL-IP
In addition to successfully seize market opportunities in China, the long-standing innovation based on customer needs, Huawei is also the steady development over the past year, a key factor.
In 2009, Huawei still sticks to R & D investment, the annual R & D costs amounted to 13.3 billion yuan, an increase of 27.4%. At present, Huawei's R & D accounted for 46% of the total number of employees in China, the United States, Germany, Sweden, Russia and India established 17 research institutes, together with the leading operators set up 20 joint innovation center. The smooth functioning of these innovative organizations, Huawei will be the leading technology into a competitive advantage for our customers and to lay a solid foundation for business success.
In the customer-driven philosophy under the guidance of the core, Huawei is now based in the telecommunications network, business and software, and professional services and end the four business areas, forming a comprehensive end to end competitive advantages, which have sustained to help operators improve revenue (ARPU), improve the competitiveness of the bandwidth (Bandwidth) and reduce overall operating costs (Cost), integrated services to achieve business success capability. Huawei has accumulated over the years, the fixed network, mobile network, data communications and other core areas of IP technology to establish an advantage, to become a major supplier industry.
A telecommunications industry expert analysis, Huawei has integrated fixed, mobile and IP 3 combined strengths. Meanwhile, Huawei has invested heavily to 3G/4G, Multi-play and IMS solutions, such key is the All-IP based FMC solution of one of the leaders. On the whole, operators, Huawei is the era of convergence the best partners in the coming era of convergence will bring unique value to customers.
Huawei relevant responsible person said, because long-term adherence to customer-centric, Huawei understand and grasp the full IP convergence trend and the fusion of the times as the best partner for operators, Huawei services of the 50 operators have been from 36 in 2008 rose to 45. 2010, Huawei will continue to achieve solid growth in sales revenue is expected to grow 20%.
17 years ago, Huawei CEO Ren Zhengfei that "10 years later, the world third world telecommunications industry, Huawei will account for a"
. From the chase to follow and then to go beyond, and now, Huawei has finally achieved that goal. Scale according to income calculation, Huawei has successfully established itself as the world's second-largest equipment manufacturers.
Today, Huawei officially announced the audited results for 2009, annual report, Huawei 2009 global sales of 149.1 billion yuan (about 21.8 billion U.S. dollars), up 19%. 14.1% operating margin, net profit of 18.3 billion yuan, net profit margin of 12.2%.
It is worth noting, Huawei released the 2008 profit was 11.5 billion U.S. dollars, in accordance with the 2009, 18.3 billion yuan (about 2.68 billion U.S. dollars) in net terms, in 2009 net profit increase of more than 100%.
If the children do not have confidence, then you still have the confidence in the future?
Ma intended to quietly approach, but the gas field is being installed too strong, blue striped shirt, neck, take a light purple sweater so "alternative" appearance exposed him start from the small step approach Run , for the audience and the media, he is the focus.
"Focus" was placed in the last statement, which is China Green Companies 2010 Annual Meeting, "Thought feast" of the site. Alibaba Chairman Jack Ma did not want to talk about the green, he never knows what to "overhangs", is a small step gallop, he went on the podium, saying "After 80" and "90 after."
This is not the first time he discussed this topic in Alibaba, Jack Ma, 90% after more than 80 employees. "They created the company their parents would have been unthinkable to create hundreds of billions in the market, hundreds of billions of innovation."
Misunderstanding is a disaster
But not everyone is like this evaluation after 80 Ma and 90, "many of us say, 80, after 90 to die." Ma said, are children of the world What is wrong with it? No, but assessment of these children who are a problem.
Generation to the generation of the negative, is always a cycle. Ma recalled that his father thought his son would suggest, this issue has been debated for 20 years.
"We always thought he was right, we had it tough, to tell the kids, do not let the children walk us through the road again, otherwise, it is wrong."
But in fact, everyone makes mistakes.
Ma said that if the children do not have confidence, then the future will have confidence in it? "Children are our product, if a boss on their own products do not have confidence in how I believe this product will go out?"
Not long ago, he went to Taiwan, at the dinner table, a group of gray-haired businessmen talk about innovation. Heard remark that people are excited, there is hope for Taiwan, so older entrepreneurs are still innovative.
"If the seven or eight-year-old who is still innovation, our big problem." Ma has its own thinking, he worried that if these people are still innovative, it shows that they do not trust young people, will be innovation.
In his view, should be the right way, these entrepreneurs do its utmost to help young people in innovation, the establishment of innovative platform for these young people.
Protection of "Feast of the Maker"
The talk about this in a meeting to talk about green values after 80 and 90, Ma explained that the disaster is the generation of green manufacturing, this generation of kids to clean up the mess, take responsibility for how they can be considered "not work "?
"Wenchuan Earthquake red line is at 80, the Yushu seismic impulse in the first line after 80." Ma said, grandparents believe that newspapers, radio his father's generation believed that this generation of people believe that television, while 80, 90, after What the children do not believe that they believe is their own.
For those skeptics, the lessons to be learned is how to communicate with these kids. "They also know the future, know how to take responsibility."
Ma recalled that any company policy is introduced, people always oppose, but only once, people all voted in favor. That Alibaba two main web site (Alibaba and Taobao) refuse to eat shark fin, when announced, thousands of people a positive thread, all voted in favor.
Communication in place, 80, 90 will be courageously assume their responsibilities.
"Nobody gave us a chance, why not give them a chance?" Ma asked. In his view, to allow the existence of different points of view.
Huayi Brothers Wang Zhongjun once introduced Ma to buy a work of art, this is an up to 3.6 meters of Mongolia Han, naked. Ma was like, buy it back on Alibaba mansion.
Arguments are heard from all kinds of speculation continued, and even suggested to put on his shorts to find articles.
Must have a unified standard view? Ma said no, love is good, do not like is good. "We need this kind of thinking, let everyone express different views." But this does not mean that stalled because of controversy, "the final decision, we need to move forward."
April 29 news, the Indian media, "Business
Line "Thursday on its Web site quoted the Indian Department of Telecommunications circular reported that India has banned the import of Huawei Technologies and ZTE and other Chinese telecom equipment manufacturers.
Two policies aimed at China Telecom equipment manufacturers
The site said that the Indian Department of Telecommunications Tuesday has the original plan to buy from Chinese manufacturers of equipment issued a ban of some operators. Earlier, India's telecommunications department earlier informal request the operator not to buy Chinese-made telecommunications equipment, but this is the first official release of the agency for the import ban on Chinese equipment.
It is understood that, in addition to "ban" policy, India's telecommunications department last month on the market introduction of new telecommunications operation and maintenance requirements: in India in all telecommunications equipment manufacturers, who can only do Indian employment on operation and maintenance. In the next three years, reliance on foreign engineers, should be "zero" or "minimal." This policy will be increased to a foreign telecommunications company operating license requirement, while ZTE, Huawei and other Chinese telecommunications companies will be seriously affected.
Government of India has been worried, telecommunications equipment from some countries may be built-in spyware or malicious software, so harmful to India's intelligence agencies.
Earlier, the Indian government has for no IMEI (International Mobile Equipment Identifier) cell phone ban, China's cottage. In the December 8, 2009, the Indian Ministry of Finance also announced that originated in China will be synchronous digital transmission equipment (Synchronous
Digital Hierarchy Transmission
Equipment, SDH) to impose provisional anti-dumping duty, the highest price for the imports (CIF) of 236%.
Chinese telecommunications companies Zai Yu "security gate"
On including China, including Huawei and ZTE communications companies, India is an important overseas market. While the market has become the world's most competitive telecommunications markets, China's telecommunications companies have been expanding in India is "walking on thin ice", the largest level of resistance from regulators. Indian authorities on many occasions for various reasons to block Chinese products to enter the equipment manufacturers, such as "national security" grounds prohibit operators purchase equipment manufacturers in China products.
It is understood that the Indian market, Huawei 2008 revenues reached 1.3 billion U.S. dollars, and has R & D center in India, with more than 4,000 employees.
ZTE has plants in India and has nearly 2,000 employees, including nearly 90% of staff localization. ZTE filing shows the performance in India last year, a record sales year on year increase of 50%.
Telecom Regulatory Authority of India is bound to these two companies would form a greater impact, while India will lose operator to buy a high opportunity cost of telecommunications equipment.