【英语中国】中国联想将与代工厂商成立合资公司

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2011-9-29 04:12

小艾摘要: Lenovo, the world’s third-largest PC company by unit shipments, is setting up a $300m joint venture with one of its contract manufacturers, an unprecedented step which underscores the pressures in th ...
Lenovo, the world’s third-largest PC company by unit shipments, is setting up a $300m joint venture with one of its contract manufacturers, an unprecedented step which underscores the pressures in the computer industry.

Lenovo and Compal, the world’s second-largest notebook contract manufacturer by unit shipments, said the new venture, in which Lenovo will hold a 51 per cent stake, would build a new plant in Hefei, the capital of the central Chinese province of Anhui, to produce laptops and all-in-one desktop computers from late 2012.

Both companies’ shares rose after the announcement. Lenovo jumped

8.5 per cent in Hong

Kong, and Compal was up

5.9 per cent in Taiwan. But analysts expressed some doubts about the move.

“This is a fairly abnormal thing,” said Alvin Kwock, a technology analyst at JPMorgan. “It may be an attempt by Lenovo to secure capacity as [contract manufacturers’] strategies are changing.”

Quanta and Wistron, Compal’s two largest rivals in the notebook manufacturing business, have started making servers for cloud operators such as Google and Facebook, in an attempt to escape the profit margin squeeze imposed by powerful notebook brands such as Hewlett-Packard, Dell, Lenovo and Acer.

Compal said the company used a joint venture model because competitive pressure and the increasing complexity of making PCs meant it was no longer possible for contract manufacturers to shoulder all the costs of new plants.

联想(Lenovo)与其代工生产商仁宝(Compal)将创办一家规模为3亿美元的合资公司,此项空前举措突显出了电脑行业面临的压力。以出货量计算,联想是全球第三大个人电脑(PC)厂商。

这两家公司表示,新合资公司将在安徽省会合肥兴建一家新工厂,2012年底开始生产笔记本电脑和一体式台式机。联想将持有合资公司51%的股份。以出货量计算,仁宝是全球第二大笔记本代工生产商。

消息公布后,两家公司的股价双双上涨。在香港上市的联想上涨8.5%,台湾股市上的仁宝上涨5.9%。但分析师们表达了对此的一些疑虑。

摩根大通(JPMorgan)硬件技术研究主管郭彦麟(Alvin Kwock)表示:“这是一件相当反常的事情。联想可能想借此举巩固产能,因为(代工生产商的)发展策略正在发生转变。”

在笔记本生产业务领域,仁宝最大的两个竞争对手是广达电脑(Quanta)和纬创资通(Wistron),目前这两家公司都已开始为谷歌(Google)和Facebook等云技术运营商生产服务器,这是为了避开惠普(Hewlett-Packard)、戴尔(Dell)、联想和宏碁(Acer)等各大笔记本品牌对利润率造成的挤压。

仁宝表示,之所以采取合资模式,是因为竞争压力和PC生产的日益复杂化,意味着代工生产商承担新工厂所有成本的做法已不再可行。

译者/何黎

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