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From May 6, 2022, all public institutions and administrative departments across the country will all switch to domestic computers within two years, and office software will also be replaced, according to preliminary statistics, 50 million sets of computer equipment in the country will be replaced by domestic production. Coincidentally, Yu Chengdong recently announced that Huawei's consumer business has been renamed back to Huawei terminals, and the business scope has expanded from ToC to ToB (commercial). With Huawei's current business volume and R&D strength, every time it enters a new field, it is bound to set off a monstrous wave.
Huawei terminal this time, to a large extent, is Lenovo's cake, and now Huawei's product layout in the commercial office field has been basically completed, covering seven major product lines of notebooks, desktops, monitors, tablets, printers, smart screens, and wearables.
Lenovo's PC business has a very large market, that is, government and corporate procurement, that is, the commercial field. Now Huawei terminals have officially announced their entry into the commercial field, which also means that the two sides will compete fiercely in commercial PCs. The two sides overlap not only PCs, but also products such as tablets.
Lenovo Liu Jun disclosed in April 2021 that Lenovo China's commercial tablet sales increased by 54% over the previous fiscal year, ranking first in market share. As the mobile phone business faces a chip shortage, Huawei's terminal business does need to find new growth points, and the commercial field is a key direction for its future exploration, in a word: Lenovo will finally face the strongest competitor in its life.
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