Lenovo car building still stays in Lenovo

Flowing enterprises, iron -bearing cars.

Huawei Ren Zhengfei ’s ban on car creation is about to become the past. Lenovo last year, it was not the ears of not building a car statement. This year, he began to recruit intellectual car -related talents.

Sure enough, the only thing that will never change is constantly changing.

On July 20, Lenovo recruited public accounts to release recruitment information, and the Guanzhuang Research Institute will recruit all kinds of smart cars related talents.

The recruitment includes many positions such as the director of autonomous driving engineering, the person in charge of the vehicle information entertainment system, and the senior hard/software manager. At the same time, the establishment of Cool Technology Co., Ltd., a subsidiary of Lenovo 100 % Holdings on July 14, was established. These all release a strong signal of Lenovo's car building.

Lenovo Research Institute recruitment position

Although CEO Yang Yuanqing came forward to clarify Lenovo without a car -making plan, it was normal to put a smoke bomb on the commercial battlefield.

Judging from the distribution of these positions, Lenovo's car building is similar to the paths of Baidu and Huawei. From the fields of artificial intelligence, autonomous driving, smart cockpit and other fields.

In fact, most of the technology companies that were not in the automotive field. The routines that were "killed" into the new energy vehicle track halfway were similar, but their performance was very different -some grades were graceful, and half of their feet have entered the field of car manufacturing; some are sloppy. ,Uncertain future.

So, which one does Lenovo build a car?

The second growth curve, stepping on iron shoes

Twenty years ago, Lenovo was a representative of the outstanding local science and technology companies. He won the "National Science and Technology Progress First Prize" representing the highest honor representing the domestic science and technology industry twice. It has no two scenery, but now it gradually lags behind the National Games.

At that time, in the dispute between the internal routes of the enterprise, Lenovo chose the "trade technology" route for faster money to give full play to the cost advantage of Chinese manufacturing, and to eat the dividend of the times, but also became the acceleration of Lenovo in today's high -tech era. Essence

In recent years, Lenovo has lacks sufficiently powerful growth engines. As a trump card product line, due to the epidemic and other reasons, the demand fluctuations are large and unstable.

The PC business no longer belongs to new technology, and Lenovo cannot always expect to rely on the temperature of the previous era to continue to glow and heat up. What's more, on the core software and hardware technologies of PC, Lenovo is also difficult to compete for overseas technology giants such as Microsoft and Intel.

Lenovo's core components on the PC side need to be purchased from third parties and then assembled. According to data from the 2021 financial report, Lenovo's revenue reached 454.647 billion, but its profit was only 76.489 billion. The high cost of purchasing core components was the main factor restricting its profit margin.

Lenovo urgently needs to find the second growth curve of high -tech in the new era. The mobile phone was once the track of Lenovo's betting, but the effect was unsatisfactory.

In 2014, Lenovo acquired Motorola, and he was full of ambition to challenge Apple and Samsung's position in the smartphone market, creating the same glory when acquiring IBM.

In the early stages of development, the shipment was ranked fourth in the world. There are also subsidies from three major operators in China. 70%of Lenovo's mobile phone shipments come from custom machines that cooperate with operators.

No surprise, Lenovo relies on the operator, and the mobile phone business can lie. It is a pity that after 2014, the operator subsidies have reduced a large area, and Lenovo, which came out of the comfort zone, discovered that the domestic and foreign mobile phone markets are already a red sea, and Lenovo mobile phones are difficult to stand out in terms of channels and positioning.

On August 10 this year, Lenovo Group released the financial report of the first fiscal quarter (April to June) in the fiscal year of 2022/2023 in 2022/2023 showing that its SSG solution service business, ISG infrastructure business, and smartphone business became the three major growth engines of Lenovo. In the first fiscal quarter, the turnover of 23%, 14%, and 21%, respectively, and the proportion of operating income beyond PCs, exceeding one -third.

The main reason for mobile phone business revenue has increased, the main reason is that Motorola has continuously launched a number of new products, especially the Razr blade 5G folding screen flipping mobile phone in the "Blade" series, which has a good response overseas. 200%.

However, the domestic mobile phone market has been highly saturated, and it is still difficult for Lenovo to compete with opponents such as Huawei, Xiaomi, Honor, vivo, OPPO. The other two major business SSG solution service business and ISG infrastructure solution business are purely facing B -end services, rather than products with strong corporate labels. For the C -end market, it is obviously lacking recognition and recognition. As we all know, those C -end can get the world.

In addition to technical factors, public opinion has also led to Lenovo's word of mouth decline year by year. Lenovo is testing from the "assembly factory" of the "assembly factory" from the light of national enterprises to a mediocre electronics equipment. Building a car, or the "Fang Zhongyong" of this domestic product, returning to the science and technology track, is the best, and the last opportunity.

Is it feasible to copy Huawei's homework?

At the beginning of July, at the summer flagship new product launch conference, Huawei spent more than half of the time to launch AITO's second automotive product interrogation industry M7 by Huawei Technology; in late July, Lenovo began recruiting car talents in a hot way.

This compact time rhythm does not know if there is some kind of connection, but it is likely that the path of Lenovo's entering the intelligent automobile field is to copy the Huawei model.

In the macro, the Huawei model is to cooperate with car companies to become suppliers, and then use in -depth binding cooperation to become the agents and partners of these cooperative models, and finally complete the self -upgrade or merger. At first glance, Huawei's route is easy to copy and paste. However, Huawei's ecological advantage on intelligent systems is the result of long -term operation.

The Huawei mobile phone is affected by factors such as chip card necks, and the sales volume has fallen seriously. According to statistics from Counterpoint Research, in the first half of 2022, Huawei accounted for only 6.9%, ranking sixth.

Although the sales of new machines are not satisfactory, with the accumulation of strong users, the total amount of Huawei mobile phones is quite huge. A report from a domestic market research agency shows that as of mid -2022, Huawei is still the smart terminal brand with the largest number of domestic active equipment.

Huawei CEO Yu Chengdong announced at the HarmonyOS 3 conference at the end of July that the number of Huawei devices equipped with Hongmeng OS has exceeded 300 million.

Harmony OS is the "soul" implanted in smart cars. The smart cockpit of the AITO asked M7 is particularly obvious.

Cross -end data and application technology are not unique to Huawei. Huawei's moat lies in its strong system user base, which helps Huawei to easily achieve ecological interconnection and save software adaptation costs.

In addition to Huawei, Xiaomi car building also has the same advantage in the system ecology. Xiaomi has taken the vehicle route from the beginning, which is larger than Huawei Bu Zimai.

Baidu building car, attached to driverless driving, is similar to Apple's car-making routes, and has been developed for many years. The first concept car Robo-01 came out in June this year. Less controversy.

From the perspective of the route, Lenovo is difficult to copy the homework of Xiaomi or Baidu. It is still more adaptable to Huawei's route to Lenovo, but this is not that it can reach it.

Lenovo builds a car, the system needs additional development, and the footsteps of intelligent technology also need to follow up significantly.

According to the "Chinese Science and Technology Corporation R & D List" released by Titanium Media, Huawei's R & D account for 22.4%, and Lenovo is 2.7%. Although R & D investment and output are not directly linked, Lenovo's technical strength is at least from the outside world, which is really worrying.

New entropy drawing invested in TOP50

But Lenovo is not unprecedented. If Huawei relies too much on its own system, it may also bring anti -bull -in -not by users of the Hongmeng system, will it automatically filter out Huawei related models? When the Hongmeng system users are still willing to pay for more and more Huawei models? Can Huawei cross this hurdle for the chip that is extremely important for mobile phones or cars?

Lenovo has deeply cultivated the PC field for many years, and has accumulated a large number of specific user bases. According to Lenovo's official website, from 2016 to 2018, the number of government procurement increased from 60,000 units in 2016 to 150,000 units in 2018, and the market share increased to 70%.

According to public information, 80%of the government's procurement of computers comes from Lenovo. In recent years, Lenovo has also signed strategic cooperation agreements with Beijing Urban Construction, Beijing Green Exchange, Beijing Normal University and other government backgrounds, and is committed to building smart cities and helping the entire industry's low -carbon transformation.

From this point of view, Lenovo's car building is also a matter of pushing the boat. If you can also firmly grasp the resources of this part of the government, it is not the night to change his life.

Can you have a place?

Regarding Lenovo, the urgent priority is to wash away labels and stereotypes such as "trade technology" and "assembly factories". Let the outside world know that Lenovo is still a technology company with both hardware and hardships and ambitions.

Therefore, while Yang Yuanqing denied rumors of cars, he must also constantly emphasize: "The future computing technologies are all scenario, including car scenarios. Lenovo Group needs to learn from different scenarios to structure computing power, so that the computing power applies to the computing power applies to Different scenarios. Words are the ardent expectations of the connection, strong, and reunited.

At the moment when all large manufacturers swarmed into smart cars, Lenovo had to prove that the sword was not old, and it seemed that there was no more track than a car building.

It is not easy to build a car, and cross -border car building is even more difficult, especially for the Lenovo -the folding of the mobile phone battlefield is still vivid. The car track is worse than the mobile phone. Is it development?

Fortunately, new energy vehicles have changed from the electricization of the first half to the intelligent transformation of the next half. The bottleneck of car -making technology is constantly being broken.

Lenovo and other players who have entered the venue can make more brain -brainless innovative attempts on the basis of electrifying mature applications.

In the future, cars are a slight exaggeration to say that the four wheels are on their mobile phones, but the car will develop in the direction of intelligence, automation, and electronicization, which has become an irreversible trend.

The combination of electric technology and smart driving, smart cabin, smart car equipment and other technologies, this has created a super large market. What is even more surprising is that the oversized volume of this market is so certain, but the industry pattern and trend are so vague and full of unknown challenges.

In the actual output of electrification+intelligence, there is no faucet, and everyone is still exploring. Whether it is a traditional car leader, such as Ford, Volkswagen, Toyota, etc.; or a mobile terminal strong like Apple, Xiaomi, Huawei; or electric car giant Tesla; or Internet manufacturers such as Google, Baidu Crossing the river with the stones, in the stage of continuous trial and error. Whoever can take the lead in the intelligentization of the new energy vehicle, it is unknown to make a phenomenal application of phenomena that can be placed on the ground. Lenovo is going to get a place in this field, and it is possible to live later.

On April 11 this year, Lenovo released an ecosystem called "DISC". This set of ecology includes smart products, smart connections, smart scenarios, and cloud services. These ecological cores are called ZUI systems.

The system was first published in 2015 and was mainly used in the interconnection of mobile phones and laptops. The low -delay and high -quality performance of the ZUI system also allows it to have the potential to connect with mobile electronics and automobile equipment.

There are three investment companies under Lenovo: "Lenovo Venture Capital", "Lenovo Star" and "Junlian Capital". The overall investment direction of these three investment companies points to the chip. The field of access to the field includes mobile phone chips, vehicle chips, visual chips, 5G, 5G Chip, AI chip, etc.

The investment layout of the chip may have laid a foreshadowing for Lenovo's entry into the car. Lenovo's car building is not from zero to one, technical reserves and commercial applications have been paved.

Although Lenovo does have the foundation of smart car technology, there is not much time for Lenovo to build a car. How can Lenovo's future be settled after missing this opportunity?

@创

Author 丨 Cotton Editor 丨 Moon See

references:

"Lenovo's car, staggering start? ", Source: AI Finance

"Where is Lenovo's mistakes", Source: China News Weekly

"Lenovo -building, how much imagination is there? ", Source: AutoCarweekly

- END -