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The author:(作者)归海一刀published in(发表于) 2014/2/17 8:10:48 Yang yuanqing： allow Motorola to become like Lenovo and efficient，
Yang yuanqing: Motorola becomes efficient-Lenovo Lenovo, Motorola-IT information Yang yuanqing: allow Motorola to become Lenovo such
On February 13, Lenovo reported as of December 31, 2013-quarter release, quarterly sales of $ 10.8 billion, exceeded billion dollars for the first time, ranked the world's largest personal computer supplier name for three consecutive quarters, PC share global reach 18.5%, a record high.
Before the end of January, Lenovo announced two acquisitions programme, respectively, for $ 2.3 billion acquisition of the IBM X86 server and $ 2.9 billion to acquire Motorola's Smartphone business. Combined with these two acquisitions, Lenovo also announced that it would place new organizational structure on April 1, 2014, will be original, Think broken down by line of business group and Lenovo Group, further split into four relatively independent business group, namely the PC business groups, mobile service, enterprise-class cloud service business group, business group, end-to-end integration. New acquisitions, Motorola's cell phone business will belong to the IBM X86 Server Enterprise business group and the mobile business group.
This acquisition also had many appearances in the industry. In the era of mobile Internet, many industries have started to "asset-light" conversion, while Lenovo bought one after another IT giant, active Strip manufacturing assets. Rapid improvement Association-related products in global market share at the same time, Lenovo will also face more tough cultural integration, as well as the burden of heavy manufacturing in the future.
February 13, as far back as Brazil participate in Directors Council Conference of Lenovo Group Directors Council President Yang in accept China operating reported under reporter phone line interview Shi to out explained: "manufacturing is Lenovo of strengths, but Lenovo to do of not like Foxconn as no brand of manufacturing, but to put brand and manufacturing contact in together, let manufacturing became Lenovo owned brand products of a core of weapons and core of competitiveness. Lenovo's current emphasis on hardware, software and service products, emphasized the integration of devices and collaboration, so as to be able to give customers a better experience. The Internet will not replace manufacturing, Internet, just plug in the wings of the manufacturing sector. ”
Two acquisitions
Time distance so close two acquisitions, CFO of Lenovo Group said Huang Weiming, "purely by chance, appear two very rare acquisition opportunity, legend, of course, will not give up. ”
On January 23, the Lenovo Group announced the purchase of IBM X86 Server business, including related software and operation and maintenance business, trading totalled $ 2.3 billion, including $ 2 billion in cash, with the balance paid in Lenovo stock.
On January 30, owned by Lenovo Group's acquisition of Google Motorola Mobile Smartphone business, purchase price of about $ 2.9 billion, when the acquisition is completed to pay us $ 1.41 billion, including $ 660 million in cash and $ Lenovo shares, remaining nearly 1.5 billion dollars will be paid in three-year promissory note.
"These two acquisitions to accelerate Lenovo PC+ implementation of the strategy. "Yang yuanqing said. Both of the above after the completion of the acquisition, Lenovo in the global smart-phone and X86 services will be ranked third in the world.
Lenovo PC+ strategy implemented in recent years, "four screens and a cloud" strategy, namely, computers, flat-panel, mobile phones, smart TVs and cloud services. Computer is Lenovo's traditional industry, the rest is PC+ in the context of the new game in town. New first-quarter display, product revenues PC+ 16% per cent of total Group revenues, compared to the previous two years and 7%, continued to rise and the profitability is steadily improving.
"In the past two years, PC+ products mainly rely on self-health and growth. This type of extension growth through acquisitions, smartphones are expected to soon enter the United States and other developed markets, fast becoming a global operator and leader. "Yang yuanqing said. Lenovo Smartphone, for example, has been ranked second in the Chinese market in the short term market share, due to brand and patent property rights and other reasons, it is difficult to enter the United States and other mature markets, mergers and acquisitions effectively solves this problem.
Two acquisition time from so close, CFO of Lenovo Group said Huang Weiming, "by accident, two very rare acquisition opportunity appeared at the same time, Lenovo, of course, will not give up. ”
Analysys International analysts accept, Lenovo acquired IBM X86 business associations into extensive enterprise computing market except the PC's biggest move, suggesting the company will further aim at enterprise software and services market. Earlier, Lenovo is the development has taken a number of measures, including with the United States joint venture data-storage provider EMC Corporation, develops and sells servers and network storage.
Both deals are now in accordance with the relevant national laws and regulations to complete the approval process.
Subsequent consolidation
Yang yuanqing, the future positioning of the Association is not a pure manufacturing companies, but a "hardware, software, and service" providers. To achieve this operational objective, Lenovo made organizational adjustments.
Despite the confident Lenovo, but capital markets does not appreciate it. January 30 day of the Lenovo acquisition of Motorola's handset business news, Lenovo shares instead of rising anti-drop 8.21%, followed by the first trading day after the Chinese new year (February 7) and down 16.4%, company's market value evaporated in the two sessions of more than HK $ 26.5 billion.
In response, Yang yuanqing said the capital markets within the expected range of reactions in the Association, in his view, investors worry that there are two main points: first, Motorola is now one of the loss of business, even if the future can turn around, but in the short term will have a negative impact on performance. Two are worried about integration of Lenovo and the ability to operate, whether synergies can be played to the largest, effectively reducing the cost of space, think this is a test performed on the Lenovo.
For these fears, it has conducted in-depth communication with investors and analysts. Yang yuanqing said Lenovo had confidence in the 4-6 in the quarter restorethe, in 2015 and 100 million sets of Lenovo and Motorola-branded smart phone products.
Lenovo's profitability and first place from the integration of the supply chain. According to Yang yuanqing, introduction, Motorola business losses, but there are quite a good profit margins, in 23% per cent, is loss because their rates are too high. Results showed that Lenovo's gross margin in the third quarter was only 12.6%, but Lenovo is still making good profits, mainly due to strict supply chain management system. This is Lenovo integrate IBM PC business in the past, Japan overseas operations often encounter problems such as NEC computers, but Lenovo is delivered through the supply chain integration, included in the purchase of raw materials, production and manufacturing process efficient synergies and reduce costs.
"Lenovo low expense ratio, operating platforms more efficient, so we have the confidence to allow Motorola to become as efficient as we. "Yang yuanqing said. But Lenovo does not plan layoffs approach in order to reduce costs, because now Motorola has been cut from more than 30,000 people to the current level of 3,500 people has been greatly streamlined the and left more than 3,500 people can say more than 2000 people are research and development, "is the baby". In terms of product line, Lenovo hopes to use the Motorola brand, making this product line to cover more price from high to low.
"We want to reintroduce the Motorola branded products to China and some other developing countries, and then borrowed from Lenovo's sales in China and emerging markets and channels, allow it to produce greater benefits, and this is something that we now plan to do. "Yang yuanqing said.
Yang yuanqing, the future positioning of the Association is not a pure manufacturing companies, but a "hardware, software, and service" providers.
To achieve this operational objective, Lenovo made organizational adjustments. On January 28, Lenovo announced that back-end business group will be divided into four business groups, namely the PC business groups, mobile devices business group, enterprise-class cloud service business group, business group.
Which PC business group by current led Lenovo European Middle East and African district (EMEA) of Lanci (has any macro Acer global President) is responsible for; mobile business group (including smart phone, and tablet, and smart TV) by currently led Lenovo business group (consumption and mobile products) of Liu to is responsible for; enterprise level business group (including server and memory), by current led Americas of Gerry Smith is responsible for; cloud service business group (including software and service) Current Lenovo Senior Vice President and Chief Technology Officer He Zhiqiang is responsible.
Through these two rounds of mergers and acquisitions, Lenovo or IBM, Google pulled its own ecosystem. Share partial takeover by Lenovo, IBM, Google becomes Lenovo's shareholders, thus for Lenovo to "hardware, software, and service" provides better support development.
Background links: Lenovo transnational merger and acquisition history
In December 2004,
Acquisition of IBM's PC business to become the world's number one PC.
January 2011
Merger Japan NEC's PC business, Japan ranked first in the market.
June 2011
Merger and acquisition Germany Medion, Germany ranked first in the market.
August 2012
Establish a global strategic partnership with EMC to enhance Association on industry-standard servers and networked storage solutions.
September 2012
Buy Brazil CCE, Brazil ranked first in the market.
Buy United States Stoneware, extended security cloud computing products.
January 2014
Acquisition of IBM X86 server, X86 Server ranked third in the world.
Buy Motorola smart phone business as the world's third Smartphone.
杨元庆：让摩托罗拉变得跟联想这样高效 - 联想,摩托罗拉 - IT资讯杨元庆：让摩托罗拉变得跟联想这样高效
2月13日，联想发布截至2013年12月31日季度业绩报告，季度营业额达108亿美元，首次突破百亿美元，连续三个季度蝉联全球最大个人电脑供应商名号，个人电脑全球份额达到18.5%，创下历史新高。
在之前的1月底，联想连续宣布两项并购方案，分别以23亿美元收购了IBM X86服务器和以29亿美元收购了摩托罗拉智能手机业务。配合这两项收购，联想还宣布将于2014年4月1日起实行新的组织架构，将原有的、根据业务线划分的Think集团和Lenovo集团，进一步拆分为四个相对独立的业务集团，分别是PC业务集团、移动业务集团、企业级业务集团、云服务业务集团，进行端到端的整合。新并购的IBM X86服务器、摩托罗拉手机业务将分别属于企业级业务集团和移动业务集团。
对于此次收购，业界也有质疑声出现。在移动互联网时代，许多行业开始向“轻资产”转化，而联想接连大手笔收购IT巨头主动剥离的制造资产。在迅速提高联想相关产品在全球市场份额的同时，联想也将面对更艰难的文化整合，以及未来沉重的制造业负担。
2月13日，远在巴西参加董事局会议的联想集团董事局主席杨元庆在接受《中国经营报》记者电话连线采访时给出解释：“制造业是联想的强项，但是联想要做的不是像富士康那样没有品牌的制造业，而是要把品牌与制造联系在一起，让制造成为联想自有品牌产品的一个核心的武器和核心的竞争力。联想目前强调的是硬件、软件和服务三位一体的产品，强调设备的整合与协同，从而能够带给客户更好的体验。互联网不会取代制造业，互联网只是让制造业插上腾飞的翅膀。”
两项并购
两项并购的时间距离如此之近，联想集团CFO黄伟明表示，“纯属偶然，两个非常少见的收购机会恰好同时出现，联想当然都不会放弃。”
1月23日，联想集团宣布收购IBM的X86服务器业务，包括相关软件和运维业务，交易总额约为23亿美元，其中20亿美元以现金支付，余额以联想股票支付。
1月30日，联想集团收购谷歌旗下的摩托罗拉移动智能手机业务，收购价约29亿美元，收购完成时支付14.1亿美元，包括6.6亿美元现金以及7.5亿美元的联想普通股，余下近15亿美元将以三年期本票支付。
“这两项收购加速了联想PC+战略的实施。”杨元庆表示。上述两项收购完成之后，联想在全球智能手机领域及X86服务领域均将排名世界第三。
PC+战略是联想近年来开始实施的“四屏一云”战略，即电脑、平板、手机、智能电视和云服务。电脑是联想的传统主业，其余的则是PC+范围内新的增长点。新一季财报显示，PC+产品营收占集团总营收16%，相较前两年的7%和11%，持续上升且盈利能力也稳步提升。
“过去两年，PC+产品主要依赖自生式增长。通过并购这种外延式增长，智能手机有望在短期内进入美国等发达地区市场，迅速成为全球的运营者及领导者。”杨元庆说。以联想智能手机为例，虽然短期内在中国市场取得了排名第二的市场份额，但由于品牌及专利产权等方面的原因，很难进入美国等成熟市场，并购有效地解决了这一问题。
在易观国际分析师于斌看来，联想收购IBM X86业务是联想进军除PC以外的广泛企业计算市场的最大举措，预示着该公司未来将进一步瞄准企业客户软件和服务市场。此前，联想已经在这一发展道路上采取了一些措施，包括与美国数据存储提供商EMC成立合资公司，开发并销售服务器和网络存储等。
针对这两项交易，目前均在按照各国的相关法规完成审批程序。
后续整合
杨元庆未来对联想的定位不是一个单纯的制造企业，而是一个“硬件、软件、服务三位一体”的服务商。为了实现这一业务目标，联想进行了组织架构调整。
尽管联想方面信心满满，但资本市场并不领情。在1月30日联想收购摩托罗拉手机业务消息公布的当天，联想的股价不升反大跌8.21%，紧接着在农历新年后的第一个交易日(2月7日)又跌16.4%，公司市值在两个交易日内蒸发逾265亿港元。
对此，杨元庆表示资本市场的反应在联想的预期范围内，他认为投资者担心的主要有两点：一是摩托罗拉现在是一个亏损比较大的业务，就算未来可以扭亏为盈，但是在短期内一定会对业绩产生负面影响。二是担心联想整合和运营的能力，是否可将协同效应发挥至最大、有效地降低成本空间，认为这是对联想执行能力的一个考验。
针对这些担心，联想已跟一些投资人和分析师进行了深入的沟通。杨元庆表示，联想有信心在4至6个季度内扭亏为赢，并在2015年销售1亿台联想及摩托罗拉品牌的智能手机产品。
联想的盈利空间首先来自供应链的整合。据杨元庆介绍，摩托罗拉业务虽然亏损，但其实有相当好的毛利率，在23%至25%，之所以会亏损是因为其费用率过高。财报显示，联想第三季度的毛利率仅为12.6%，但联想仍有良好的利润，其主要原因是严格的供应链管理体系。这也是联想过去整合IBM PC业务、日本NEC电脑等海外业务时通常遇见的问题，但联想都是通过供应链的整合，包括在原材料采购、生产、制造等环节有效地发挥协同效应、降低成本。
“联想的费用率低、运营的平台更加高效，所以我们有信心让摩托罗拉变得跟我们一样高效。”杨元庆说。而且联想方面并不计划以裁员的方式来降低成本，因为摩托罗拉现在已经从3万多人裁到目前的3500人，已经大大地精简过了，而且剩下的3500多人可以说2000多人都是研究开发人员，“都是宝贝”。在产品线方面，联想希望利用摩托罗拉的品牌，使得这个产品线能够覆盖从高到低更多的价格段。
“我们要把摩托罗拉的品牌产品重新引入到中国和其他一些发展中国家，再借用联想在中国及新兴市场的销售能力和渠道，让它产生更大的效益，这是我们现在正在计划要做的事。”杨元庆说。
杨元庆未来对联想的定位不是一个单纯的制造企业，而是一个“硬件、软件、服务三位一体”的服务商。
为了实现这一业务目的，联想进行了组织架构调整。1月28日，联想宣布后端业务集团将被分为四个业务集团，分别是PC业务集团、移动设备业务集团、企业级业务集团、云服务业务集团。
其中PC业务集团由现任领导联想欧洲中东和非洲区(EMEA)的兰奇(曾任宏碁全球总裁)负责；移动业务集团(包括智能手机、平板、智能电视)由目前领导Lenovo业务集团(消费和移动产品)的刘军来负责；企业级业务集团(包括服务器和存储器)，由现任领导美洲区的Gerry Smith负责；云服务业务集团(包括软件与服务)由现任联想集团高级副总裁、首席技术官贺志强负责。
通过上述两轮并购，联想还将IBM、谷歌拉入了自己的生态圈。部分收购通过联想股票支付，这样IBM、谷歌就变成了联想集团的股东，这样一来就能为联想集团向“硬件、软件、服务三位一体”的发展提供更好的支持。
背景链接：联想跨国并购历史
2004年12月
并购IBM个人电脑业务，成为全球PC排名第一。
2011年1月
并购日本NEC个人电脑业务，成为日本市场排名第一。
2011年6月
并购德国Medion，成为德国市场排名第一。
2012年8月
与EMC建立全球战略合作关系，提高联想在行业标准服务器和网络存储解决方案领域的地位。
2012年9月
收购巴西CCE，成为巴西市场排名第一。
收购美国Stoneware，扩展安全云计算产品。
2014年1月
收购IBM X86服务器，成为全球X86服务器排名第三。
收购摩托罗拉智能手机业务，成为全球智能手机排名第三。
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