What is Lenovo’s Mobile / SmartPhone Strategy ?

Lenove Mobiles IndiaLenovo has identified SmartPhones and Tablets as the Next Growth Center for its Products. On this front, it is working to improve margin: 1) enlarging scale, 2) increasing mid-to-high-end product offerings and 3) increasing sales in higher-margin open channel.

Lenovo’s smartphone business just turned profitable in the last quarter. However, we expect part of the profits it earned from China’s smartphone markets will be reinvested in developing smartphone business overseas, such as Southeast Asia and Russia.

Scale We project Lenovo’s smartphone shipments to deliver substantial growth of 50%+ YoY in F2014. Lenovo’s smartphone market share in China has reached 13% in C4Q12 from merely 1% in C1Q10. (more…)

Lenovo’s ForthComing Android Tablets S6000 A3000 A1000

Lenovo announced three new Android-based tablets. The tablets included a pair of 7” tablets, the A1000 and A3000, and a 10” tablet, the S6000. Each of these tablets are running Mediatek CPUs, which suggests they will target first time tablet buyers, and/or emerging markets. Previous tablets have been larger NVDA Tegra and Intel Atom-based. (more…)