Text/Ball Review/Zi Yang Correction/Zhi Qiu
On January 13, fast technology news, the world's leading research institution Canalys released the 2021 global PC market report, from the report, in the past 2021, the global PC shipments reached 341 million units, once again setting a new high in shipments.
Lenovo's output ranks first in the world
Specifically looking at the performance of major PC giants, Lenovo beat the two major American PC giants HP and Apple, and the shipment volume once again ranked first in the world, occupying 24.1% of the global PC market.
In fact, Lenovo's market share advantage is very obvious, in contrast, the second-ranked HP only won 21.7% of the market share, followed by Dell, the market share is only 17.4%.
As a world-renowned mobile phone giant, Apple is far behind Lenovo in the PC field, and only wins 8.5% of the market.
Whether it is HP or Dell, or Apple, their strength in the PC field is not weak, but they have repeatedly lost to Lenovo in terms of shipments.
Why is Lenovo performing so strongly in the global PC market? In fact, behind Lenovo's outstanding performance, it has a lot to do with the global market environment.
Because of the impact of the epidemic, remote office, mobile office and other scenarios have become the norm, and rapidly popularized around the world, especially the rapid development of the current Internet industry, which has further stimulated the development of remote office and mobile office.
In this context, the sales of PC products such as laptops, mobile workstations and desktops have shown a sharp increase trend, and Lenovo has naturally become the main beneficiary of the current market environment.
It is worth mentioning that Lenovo's layout in the PC product line is also more abundant, low, medium and high price segments of the product, Lenovo is involved, any consumer can buy the desired PC products in lenovo hands.
Therefore, it is also reasonable that Lenovo can become the world's number one PC manufacturer in 2021.
However, what makes the author wonder is that in the past 2021, all walks of life around the world have suffered from serious chip shortages, and the processors, graphics cards, and memory modules involved in the PC field have been seriously out of stock, so that many PC products on the market have been in short supply, and the price is also rising.
Logically speaking, in this context, the major PC giants will sharply reduce shipments, but the results are unexpected, and Lenovo's PC product shipments are still outstanding.
In the author's opinion, this mainly benefits from lenovo's advantages in the supply chain. It is understood that Lenovo has more than 30 manufacturing bases in the world, and at the same time, it has established good cooperative relations with 5,000 suppliers around the world, involving electronic equipment manufacturing, precision electronics, software services, etc., making Lenovo realize a complete development system of global procurement and global manufacturing, which makes Lenovo have a strong anti-risk ability.
It is worth mentioning that Lenovo Group has also established hundreds of digital platforms with more than 2,000 core suppliers to empower the PC industry through digitalization and achieve industrial chain synergy and cooperation, further ensuring the globality and flexibility of Lenovo Group's supply chain.
Therefore, even in the face of market risks brought about by the epidemic, Lenovo Group can better minimize risks.
Lenovo's shortcomings are obvious
From the above point of view, Lenovo's strength in the PC field is indeed very strong, but the core competitiveness is not strong, simply put, Lenovo's PC products do not have attractive core technology, to some extent, Lenovo is more like an assembly plant.
Even if Lenovo's supply chain capabilities are strong, if the core components are stuck in the neck of foreign companies, then the PC empire established by Lenovo will collapse.
In contrast, after Apple launched the M1 series of chips in its own products, the market share increased from 7.6% in 2020 to 8.5%, while Lenovo's market share decreased by 0.3 percentage points in 2021.
Write to the end
For Lenovo, if it wants to go further in the PC field, it is necessary to strengthen the self-research of core technologies and enhance the competitiveness of products, so that it can also get rid of the risks in the supply chain.