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Lenovo tongfuyao: 11 times the general trend, we attacked the city and pulled out the stronghold all the way
2022-06-25 01:09:00 【It Chronicle】
“ All the way to the city and the stronghold .” Tongfuyao wrote in his email to the employees ,“ Especially in Non-HyperScale( Non very large data centers ) industry , get 11 Double the growth of the general trend .”
Tong Fuyao is a senior vice president of Lenovo Group 、 President of data center business group in China . In this email , His joy is beyond expression .
Just before he sent this email , amen 11 month 7 Japan , Lenovo released 19/20 Fiscal second quarter results .
The performance shows that , Lenovo Group's business grew strongly : Quarterly revenue 948 RMB , Achieve continuity 9 Quarter on quarter growth ; Pre tax profit 21.7 RMB , Year on year growth 45%. Net profit realization 14.2 RMB , Year on year growth reached 20%.
The figures that excite Tong Fuyao are more from the overall revenue of Lenovo data center's China business 19% Year-on-year growth . He mentioned in his email 11 Double the growth of the general trend , It corresponds to the non large-scale data center business in China 47% Year on year growth of .
The economic environment is driving traditional enterprises to be more efficient in fine operation in a larger scope , One of the core demands of refinement is digital transformation . In this context ,11 Times and 47% These two numbers , It just reflects the data center customers' recognition of Lenovo's role in the process of enterprise digital transformation .
Some important industry projects that landed in the fiscal quarter supported the growth of Lenovo's performance , It has also become a star in the digital transformation of the industry .
Among them, the government and the education industry, such as the Beijing Meteorological Bureau 、 The national health insurance agency 、 New Oriental Education 、 Fudan University, etc , The financial industry is like Ping An Bank 、 Shanghai Pudong Development Bank 、 Ping An insurance of China 、 CITIC Bank, Bank of Ningbo, etc .
Driven by these important projects , lenovo DCG Outstanding performance in the segmented product line , Among them, the revenue of high-performance computing increased by more than 30%, Software defined infrastructure business revenue growth exceeded 40%, The revenue of storage business increased by nearly 70%.
These enterprise class , Or say B The growth of the end is usually not directly in C End reaction . But this quarter , Lenovo has done some interesting work , And finally raise the national jubilation .
In the men's Basketball World Cup held in the quarter , The radio and television industry provided by Lenovo 8K The broadcast vehicle solution has made its first show in the industry , And thus became the world's first 5G+8K An on-board data center solution for ultra-high definition relay vehicles . The program also supported the broadcasting of the National Day military parade and the China open .
This is an interesting entry point —— If we can foresee how competitive this ultra-high definition image quality will bring to the broadcaster , It is easy to understand the value of digital transformation on the enterprise side .
This part of value constitutes the strategic content of Lenovo's data center business in China , At the beginning of the financial year .
At that time , Lenovo Group has established 3S strategic , The content includes the transformation of three strategic areas —— Intelligent Internet of things (Smart IoT)、 Intelligent Infrastructure (Smart Infrastructure) And industry intelligence (Smart Verticals).
The positioning and transformation direction of Lenovo data center's business in China is placed at a strategic high position , That is to say, it will become the new business growth engine of Lenovo Group , And comprehensively help the digital transformation of China's economy .
A series of customer-centric organizational structure adjustments have taken place .
In today's Lenovo Data Center China business , A complete and independent data center end-to-end organization has been established . Before that , Some of these resources have been shared with Lenovo Group for a long time .
It is worth noting that , By big data 、AI、 The Internet of things and other mature technologies give birth to the intelligent transformation of enterprises , It is also shown in the organizational structure of the data center business —— Quickly build a diversified personnel structure , It has introduced industry professionals in many fields such as technology and industry to Lenovo .
The organizational restructuring required for this customer-oriented digital transformation , For Lenovo this fiscal quarter “ Attack the city and pull out the stronghold ” Provides the power ; meanwhile , The market layout under the same strategic direction shows brilliant performance .
From the past 1 The data of the last fiscal quarter , The business market layout of Lenovo data center in China has begun to support its own strategic objectives —— That is to say 3S Under strategy , Strengthen infrastructure construction , Provide computing for intelligent change 、 Storage and network support .
The business data of financial quarter segmentation shows , Within quarter , Lenovo Data Center China business in products 、 Solution 、 Cloud and service business areas , It has maintained a positive growth trend .
Among them, the turnover of servers increased year on year 8%, rose 60%; Year on year growth in storage turnover 12%; The turnover of network products increased year on year 155%, rose 22%; The turnover of cloud and service business increased year on year 96%, rose 56%.
In each key business layout dimension , The China Business Tower server of Lenovo data center is back to the No 1, Market share as high as 41%, Almost half of the market ; Year on year growth of storage products 42%,3 Times the average market growth rate ;SDI The overall sales performance of software defined products has been realized year by year 18% For profit growth ;HPC The overall year-on-year growth of high-performance computing business 18%, It further consolidated Lenovo's influence in the field of high-performance computing ; The turnover of the solution business increased year on year 33%.
The day after Lenovo released its quarterly results ,HPC China TOP100 The list is released . Associate with 39 Set's performance once again topped the list , The fifth time I won the first prize in China . Lenovo is currently the largest in the world HPC Solution providers .
A series of quarterly data from the above business dimensions show what enterprises need in the context of digital transformation ; meanwhile , It also means that the new market layout and organizational adjustment have passed Lenovo 3S For the first time after the establishment of the strategy “ A quiz ”.
But even so , Considering that the new economic wave of intelligent transformation has just started , With 5G、NFV、 Cloud computing / Edge of computing 、 And the development of artificial intelligence technology , More complex challenges lie ahead —— The long-distance transformation of Lenovo's data center business in China has just started .
【IT Chuang Ji Ji 】 Creating the future of Technology . Founder Qi Meng , For senior technology we media people , Previous appointment 《 Business partners 》 Deputy editor-in-chief 、《 Computer business newspaper 》 Editor in chief 、 Urban media reporters , More than 14 year . The column with the same name has been settled on various mainstream media platforms .
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