Google: want to come back to China, are not optimistic about the Lenovo model-Google, Google-IT information

Since six years ago to exit the Chinese market, Google all sorts of rumours in China and it will never stop. This time, the head of Google finally responded.

On June 1, Google CEO sangdaer·pichayi said if all goes well, his openness to Google about the return to China. "If we can properly handle related issues, Google is hoping to return to China. "On Google's search and other services return to the Chinese market, a Pi Chayi said it will require negotiations with the Government, according to the specific context, Google" absolutely open "attitude.

Meanwhile, news that the company was seeking to sell Lenovo stock, to carry 2.18 to 221 million dollars.

Google China official said in an interview, declined to comment on the news. "Whether to sell Lenovo stocks is unclear. Google does a lot of business in China, including research and development and advertising. Google has been working to help Chinese brand to international markets. ”

Return to the China market

In 2005, Google entered the Chinese market, in 2010 was due to policy reasons "acclimatized", Google announced that search services out of China, including Google search and Gmail, many services are currently not using properly.

But Google is not leaving the country altogether. After the withdrawal of the search service market, Google retained about 500 employees in greater China, distributed in mainland China, Hong Kong and Taiwan offices, our server has been running. Currently, Google translate and Google maps in the Mainland can still open, export, display advertising, mobile Google being Google's current main business in China.

But "capricious", Google is clearly not willing to give up the fast-growing market. Last year, after news that Google Play app store as Google will return the first product in the Chinese market. A lot of media exposure, Google has free trade zone in Shanghai registered a foreign-owned company--Peng set information technology (Shanghai) co., Ltd. This company for Google to return when sources said China's "shell companies", the scope covered the withdrawal of Google's business, including Web search and email services. But for these messages, Google has never made a formal response.

The announcement back, also led the industry in whatever form to return to China for Google guess. Senior TMT observers Ma Jihua told the 21st century business Herald reporters think that roundabout operations, Google doesn't take a straightforward approach, move the service directly to China. "If it wants to come back, will no longer take any alternative means, I think it may be Google's future in China's development trend. ”

In his view, Google after the handover will enhance competition in the field of search engine marketing, but Baidu is not affected. "After Google's exit from that year, market share, mainly after sogou, 360 took, so after returning to China, Google sogou, 360 will be pressure on the market will be more concentrated. ”

Industry analysts, Google said, is surely communication and related government departments, should in fact movements within a year.

Not optimistic about the hardware

Different from the coveted on China's Internet, Google does not seem optimistic about the prospects for hardware vendors.

According to media reports, Google will sell 371 million shares of Lenovo stock, raise 2.18-221 million dollars. Google will follow the 4.56-$ 4.62 per share sale, Lenovo and last traded at a discount of up to 4%. Acting as the deal's underwriters Morgan Stanley. As of now, Lenovo has not officially responded.

Two years ago, Lenovo disk access from Google's hand when Motorola, Google purchased Lenovo stock, becoming an important shareholder association. Bloomberg data show that by the end of March last year, Lenovo 4.67% owned Google.

In addition to equity relationships, associations and Google also has other cooperation. Lenovo's Moto phone using Android-only system interface, deep binding with the Google service. Lenovo also announced during this year's CES and Google will collaborate on 3D sensing technology Project Tango, launched the world's first Project Tango technique-driven consumer smart devices.

However, it was surprised that, in this year's Google I/O Conference, this device does not enter the AR field debut.

Two years ago, Google might think that Lenovo can use Motorola's value rise, Moto developed into new business pillars, but now Lenovo is still not out of trouble. Its latest earnings report showed that the 2015 fiscal year, Lenovo's overall loss of $ 128 million, which is Lenovo's second annual loss in nearly seven years.

According to Gartner figures, coupled with Delta Moto, Lenovo's 2015 global sales are still falling 11.9%, global mobile phone sales rose 14.3%. On the global market share in January-March this year, Lenovo's rankings have dropped out of the top 5.

Senior ITM observation of Fu liang told the 21st century business Herald reporter, after Lenovo bought a motorcycle, both in global markets and in the domestic market, the effect is played "one plus one is less than a" did not achieve the goal of Lenovo mobile going out, not by motorcycle r enhance the taste of Lenovo mobile. Moto phone also has endemic problems in the country.

The other hand, the last two or three years is an important transition of China's Smartphone, represented by Huawei of China's Smartphone in China and global markets Sturm und drang. But during this key period, Lenovo has put a lot of effort in a consolidated Association and on the resources of Moto, missed a lot of opportunities.

"Originally motorcycle phone and Lenovo phone on are exists problem, are need transformation, Lenovo acquisition of purpose is combined both of advantage seek more big of share, but fusion of effect bad, and met from function machine to intelligent machine to more high-level intelligent machine of transformation, regardless of is brand itself of attraction, and products launched also is related channel transformation, Lenovo do have are not too good. ”

Fu liang believes that Google retains the stock is part of the acquisition agreement. "In those days when buying a motorcycle, Google signed an association agreement with the Association, Google promised to hold Association shares for a period of time, to the time after the exit is the logical thing. From an investment point of view, Google prefers to cast's vision is closely associated with Internet companies. ”

Perhaps, which did not look good for Google, the company's stock is not considered, and how to get back to the blue sea in the search market in China, but had to face a difficult problem.

谷歌：想重回中国，不看好联想公司模式 - 谷歌,Google - IT资讯

自从六年前退出中国市场后，谷歌重回中国的各种传闻就从未消停过。这一次，谷歌掌门人终于做出了回应。

6月1日，谷歌CEO桑达尔·皮查伊表示，如果一切顺利，他对谷歌重返中国一事持开放态度。“如果我们能妥善处理相关事宜，谷歌非常希望能重返中国。”而关于谷歌搜索等服务回归中国市场一事，皮查伊表示这需要与政府方面进行谈判，根据具体情况来看，谷歌方面持“绝对的开放”态度。

与此同时，有消息称谷歌公司正寻求出售联想集团股票，以套利2.18至2.21亿美元。

谷歌中国区相关人士在接受记者采访时表示，对上述消息不予置评。“是否出售联想股票我们不得而知。谷歌目前在中国还有很多业务在进行中，包括研发和广告等等。谷歌也一直致力于帮助中国品牌走向国际化市场。”

重返中国市场

2005年谷歌进入中国市场，2010年因政策等原因深感“水土不服”，谷歌宣布搜索服务业务退出中国市场，包括谷歌搜索和谷歌邮箱在内的多项服务目前均无法正常使用。

不过谷歌并未完全撤离中国。撤出搜索服务市场后，谷歌在大中华区仍保留了大约500名雇员，分布于内地、香港和台湾的办事处，香港的服务器也一直在运行。目前，谷歌翻译和谷歌地图在内地仍然可以打开，出口业务、展示广告、移动谷歌成为谷歌当前在中国的主要业务。

但“任性”之后，谷歌显然并不愿意放弃中国这个快速增长的市场。去年就有消息显示，Google Play应用商店将作为谷歌回归中国市场的第一款产品。不少媒体曝出，谷歌已在上海自贸区注册了一家外国法人独资公司——澎集信息技术（上海）有限公司。当时有消息人士称此公司为谷歌重返中国的“壳公司”，经营范围涵盖了谷歌此前撤出的业务，包括网页搜索和邮箱服务。不过对于这些消息，谷歌方面从未作出正式回应。

此次宣布回归，也引发了业界对于谷歌将以何种形式重返中国的猜想。资深TMT观察人士马继华在接受21世纪经济报道记者采访时认为，与其迂回作战，谷歌不如采取一种直截了当的方式，直接把服务器搬到中国来。“既然要回来，就不用再采取什么变通的手段，我认为这可能是谷歌未来在中国发展的趋势。”

在他看来，谷歌回归中国之后会促进搜索引擎领域的市场竞争，但受到影响的不会是百度。“当年谷歌退出之后，市场份额主要被后起的搜狗、360拿走了，所以重回中国后，谷歌将会对搜狗、360造成压力，整个市场也将更加集中。”

也有业内人士分析，谷歌这次既然表态了，肯定是和相关政府部门有所沟通，一年内应该会有实际上的动作。

不看好硬件

与对中国互联网的觊觎不同，谷歌似乎并不看好硬件厂商的前景。

据媒体报道，谷歌将出售3.71亿股联想股票，筹集2.18-2.21亿美元。谷歌将按照4.56-4.62港元每股出售，比联想最后收盘价折价最多4%。担任此次交易的承销商是摩根士丹利。截至目前，联想官方并未作出回应。

两年前，联想从谷歌手里接盘摩托罗拉时，谷歌购入联想大量股票，成为联想的重要股东。彭博资料显示，截至去年3月底，谷歌持有联想4.67%股份。

除了股权上的关系，联想与谷歌还有着其他合作。联想的摩托手机采用了纯Android系统的界面，与谷歌服务进行了深层绑定。联想和谷歌还在今年的CES期间宣布，将在3D空间感知技术Project Tango上进行合作，推出全球首款以Project Tango技术驱动的消费类智能设备。

不过，令人颇感意外的是，在今年的谷歌I/O大会上，这款进军AR领域的设备并未亮相。

两年前，谷歌也许认为联想可以利用摩托罗拉的价值崛起，将Moto培育成新的经营支柱，但如今的联想依然没能走出泥潭。其最新财报显示，2015财年，联想整体亏损1.28亿美元，这是近七年来联想第二次出现年度亏损。

据Gartner数据显示，加上Moto的增量，联想2015年全球销量仍然下滑11.9%，而全球手机销量同期同比增长14.3%。在今年1-3月的全球市场份额上，联想的排名已经跌出前5位。

资深ITM观察人士付亮告诉21世纪经济报道记者，联想收购摩托后，无论在全球市场还是在国内市场，起到的效果都是“一加一小于一”，既没实现使联想手机走出去的目标，也没能够借助摩托的研发优势提升联想手机的品位。而摩托手机本身在国内也存在着水土不服的问题。

另一方面，过去两三年是中国智能手机的重要转型期，以华为为代表的中国智能手机在中国和全球市场狂飙突进。但在这段关键时期，联想却将大量精力放在了整合联想和摩托的资源上，错失了很多市场机会。

“原本摩托手机和联想手机就都存在问题，都需要转型，联想收购的目的是结合双方的优势谋取更大的份额，但融合的效果不好，又碰到从功能机到智能机向更高层次智能机的转型，无论是品牌本身的吸引力、产品推出还是相关渠道转型，联想做得都不太好。”

付亮认为，谷歌保留股票是当初收购协议的一部分。“当年卖摩托的时候，谷歌和联想签订了一个关联协议，谷歌承诺持有联想股票一段时间，到了时间之后逐渐退出也是顺理成章的事情。从投资角度看，谷歌更愿意投的是跟互联网密切相关的前瞻型公司。”

或许，出售不被看好的公司股票对谷歌来说是件无需考虑的事，而如何回到中国的搜索市场这片蓝海，却是其不得不直面的一道难题。