Strengthen "equipment + cloud + AI" to create platform-based smart technology

In the past year, Lenovo has not been calm. After a year of "sleeping the least", Yang Yuanqing is struggling to make a new future for Lenovo with drastic changes.

On April 11th, Lenovo's 2017 Global Swearing Conference in Beijing was held at the Olympic Stadium. Yang Yuanqing delivered an internal speech, announcing that Lenovo will take the "equipment + cloud" as the core and comprehensively advance into the field of intelligent terminals and cloud infrastructure. Continue to deepen customer orientation and promote Lenovo's fundamental transformation from organizational model to business model, from management to culture.

Lenovo has always been content to be a company that only sells hardware. This is the fundamental reason why Lenovo is determined to acquire Motorola Mobile after it became the world's largest PC company. However, Moto integration actually includes three major aspects of hardware, system and application services, and the complexity is much higher than expected, which also caused Lenovo to be questioned.

No one seems to think of it. Among all the major PC companies in the world, Lenovo is the only company that has successfully entered the smartphone market, including Dell and HP, which have lost in the mobile phone market. Other domestic PC brands along with Lenovo, Great Wall, Founder, Tongfang and Ziguang are all historical memories.

From the perspective of business development history, the more successful a business model and a large-scale company, the more difficult it is to face new opportunities, and the transition from the PC giant to the mobile Internet era. The tempering of the mobile Internet era has also become the basis for Yang Yuanqing’s announcement of adjusting its core strategy and announcing the transition to a smart Internet strategy.

“People don’t step into the same river twice,” so for good companies.

At the Lenovo 2017 Global Swearing Conference in Beijing, Yang Yuanqing elaborated on the value and significance of Lenovo's three-wave strategy:

The first wave is the PC business and the core business. Lian wants to maintain leadership and good profitability. In the PC field, Lenovo has been ranked first in the world for more than two consecutive years. Yang Yuanqing believes that Lenovo needs to strike a balance between growth and profitability. It must further improve efficiency, decisively invest in new areas of high growth, and grasp the continuous integration of the industry. Opportunity to continue to expand the map.

The second wave is the mobile business and data center business. Lenovo hopes to build a core competitiveness and gradually build it into a new growth engine and profit engine.

The third wave is a new type of smart device and "device + cloud" nurturing business, which represents the future of Lenovo and is the core technology direction for enabling PC and data center services.

Yang Yuanqing believes that "three waves" does not mean succession, but needs to go hand in hand. If we summarize it in one sentence, it is: we have to eat in the bowl, but also in the pot, but also in the field. This is also the most profound business strategy change of Lenovo so far.

It is worth noting that at the Lenovo Global Swearing Conference in 2017, Yang Yuanqing emphasized that Lenovo will take the “equipment + cloud” as the core and comprehensively advance into the field of intelligent terminals and cloud infrastructure.

With "device + cloud" as the core, it means that Lenovo's goal in the future is no longer a hardware company that simply manufactures and sells PCs, mobile phones and servers, but transforms into a company that integrates intelligent hardware devices, content applications, and cloud services. Platform technology companies. This is actually a further extension and upgrade of Lenovo's strategy in the mobile Internet era.

From the PC era to the mobile Internet era, users use more types of application services, but each segment is more centralized, from news reading, video and music, e-commerce and O2O. This is also the root cause of Internet giants, emerging mobile Internet companies, and hardware manufacturing companies, vying for the super APP or mobile Internet portal.

In the era of intelligent Internet, as the artificial intelligence self-recommended service gradually replaces the user's finger touch screen operation, the application centralized trend will become more obvious, even users no longer need to download the APP application, and do not need to know the specific provider behind the artificial intelligence application service. The uniqueness of the entrance will make the smart terminal more competitive.

This is also the strength and opportunity of Lenovo. Lenovo provides nearly 150 million smart terminal devices per year to users, covering almost all types of smart terminals such as PCs, smart phones, VRs, smart watches, and smart speakers.

In the new "equipment + cloud" core strategy proposed by Yang Yuanqing, it is actually divided into two steps: At this stage, Lenovo aims to accelerate the access of PCs, smartphones, and data center devices to the cloud, providing users with rich content and "real-time connectivity. Efficient experience in real-time online and a complete solution for enterprise-level users moving from traditional IT to cloud infrastructure.

The second step, based on artificial intelligence technology, cloud services and big data, the future intelligent terminals will connect more things more widely, capture information more autonomously, analyze information more intelligently, make more accurate judgments, and provide services more actively. The goal is to become the next generation provider of new intelligent terminals based on artificial intelligence and specific cloud services.

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