Lenovo, founded in 1984, had 10 technicians from the Chinese Academy of Sciences and 200000 yuan of start-up capital. Today, it is one of the top three computer manufacturers in the world and one of the world's top 500.
Obviously, the biggest success secret of Lenovo in the Liu Chuanzhi era is to firmly seize the opportunity of reform and opening up, fill the national gap in the vertical field, and establish its important position in the national economy. In the twinkling of an eye, Lenovo entered the era of Yang Yuanqing, and began to face the challenge of meeting the global industrial ecological environment changes. Of course, if properly handled, the challenge is also an opportunity.
At present, the era of mobile Internet has come. Comrade Yuan Qing knows this better than anyone else. Otherwise, Lenovo's new business group, Mobile Internet and Digital Home Business Group (MIDH), will not be established. In addition, in a recent open letter to the group, Comrade Yuan Qing also reminded all Lenovo employees once again, "Now, we must continue to focus on the sustainable development of the core business of personal computers and expand to new areas of mobile Internet at the same time." It is worth mentioning that Comrade Liu Chuanzhi pointed out in a previous public speech that, "Faced with the current situation that consumer customers are interested in mobile terminals such as tablets, Lenovo will be in danger of going extinct if it clings to its existing products and does not make timely strategic adjustments."
Uncle Chuanzhi's words are not alarmist. Today's Nokia is a living specimen.
In the PC era, Lenovo has established and consolidated its position as the world's top three computer manufacturers by virtue of a series of M&A strategies such as acquiring IBM's personal computer business, investing in NEC Computer Company, and acquiring Medion Company. So, in the post PC era, how can Lenovo realize its dream of a new field of mobile Internet?
Obviously, it is not enough to buy back Lenovo Mobile, set up MIDH and launch LePad and LePhone. In an area where talent is extremely scarce, patent disputes are widespread, and international super brands are rampant, mergers and acquisitions may be the only feasible path for Lenovo to grow up relying on China's local market.
In fact, as early as the end of 2009, I suggested Liu Chuanzhi to merge Palm in public. Unfortunately, less than half a year later, HP announced to purchase Palm with 1.2 billion dollars in cash.
A blessing in disguise is a blessing in disguise? Today's BlackBerry is just like yesterday's Palm, which is on the verge of a precipice. More importantly, the former has more M&A value than the latter.
Top brand in mobile terminal world
Obviously, in the global mobile terminal industry, whether it is Lenovo, IBM, NEC or Medion, it is not a top brand. Apple, Google, Samsung, MOTO, HTC and, of course, Blackberry have occupied favorable terrain, and the latecomers have almost no opportunities. Although BlackBerry has lost its place as the largest smartphone in the United States this year, according to the latest data disclosed by comScore, an American market research company, as of May this year, the market share of BlackBerry in the United States is still as high as 8.1%, and no one dares to despise its position in the industry. Once Lenovo ate the BlackBerry, it was like taking the ThinkPad, and the day of borrowing a boat to go to sea in the international arena was not far away.
Dream operating system
I wonder if you are tired of the same Android interface? Of course the answer is yes! For this reason, many mobile terminal manufacturers have adopted the strategy of secondary development. However, everyone knows that this is just the last resort to change the soup without changing the dressing. Therefore, owning an excellent and independent operating system has always been the dream of many businesses. What does Blackberry have? In addition to the well-known BlackBerry, it also owns the famous QNX through mergers and acquisitions. In the face of numerous disputes in the mobile terminal market, QNX relies on a series of advantages brought by its micro kernel architecture. Windows and Linux are both macro kernels, while QNX is a micro kernel, whose size is only 1% of the general operating system kernel. If Lenovo had BlackBerry and QNX, I'm afraid Uncle Chuanzhi and Comrade Yuanqing would wake up laughing in their dreams!
Excellent security
Although BlackBerry's near dominant position in the enterprise mobile market is being eroded by the iPhone and Android, it is still the only hegemon in terms of enterprise security and manageability. Blackberry phones are designed with security in mind, and are easy to deploy. Enterprises can manage and control them through online management tools. Data on Blackberry phones can be erased when network connections exist, which is not available on iPhone and Android phones. It is worth mentioning that nowadays, whenever Android is mentioned in large enterprises, CIOs will laugh at it, because it has no security at all, and Google has nothing to do about it. At the same time, BlackBerry has also announced that this year they are committed to developing cross platform BES support. Once it comes true, BlackBerry will be even more incomparable in terms of enterprise services.
Unmatched UI design
In the global UI design world, everyone must know the name of TAT. However, what many people don't know is that this design company, which gathers excellent designers from Sweden, the United States, South Korea and other places, was quietly taken in by BlackBerry as early as 2010. The UI design of the G1 mobile phone that was launched by Google, HTC and T-Mobile was the hand of TAT. As a thank you to TAT, Google embedded the word "Malmo", the Swedish city where TAT headquarters is located, into the clock display of the G1 mobile phone's home screen. In addition, in the field of mobile terminals, TAT has also had in-depth cooperation with Nokia, Motorola, Samsung and Sony Ericsson. TAT is now working on improving the user interface of BlackBerry phones and tablets. In fact, the outdated interface does make BlackBerry lose market share and attraction, prompting some old users to turn to iPhone and Android. At the moment, I think Lenovo's designers must be excited. Yes, think about how exciting it would be to work with TAT's designers?
Powerful Patent Great Wall
According to a survey by MDBCapital Group, an American investment bank, BlackBerry has 3134 patents and patent applications related to mobile devices, ranking first among global technology companies. In addition, Blackberry recently joined hands with Apple and Microsoft to buy 6000 patents of Nortel at a price of 4.5 billion dollars, which once again consolidated its patent leadership. For Chinese technology enterprises, including Lenovo, the lack of core patents has always been a weakness, so they are often unfortunately involved in more and more lawsuits. In view of this, the patent owned by Blackberry is of self-evident value to Lenovo.
Global operator network
In fact, BlackBerry is a leading practitioner of the global mobile Internet, and has been expanding its territory globally. According to incomplete statistics, there are at least 475 telecom operators in the world who have established cooperative relationships with BlackBerry, with more than 30 million online users. This coveted telecom operator network is not Lenovo's dream huge asset?
