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The company is also looking to diversify its portfolio to include personal devices<\/a>, smart cameras and enterprise Internet-of-Things solutions this year as demand for PCs stagnates in the country, CEO Rahul Agarwal<\/a> told ET.
“Within the privacy laws, by interacting with customers we will get more data (with these personal devices)…This is where we want to get into building on our strengths. We have the data, and with the computing power and algorithms, we are best suited to come up with solutions,” said Agarwal.
The PC market fell 8.3% year-on-year, with shipments down to 2.15 million units, in the January-March quarter, according to industry tracker IDC.
Lenovo India, however, could buck the trend to capture maximum market share due to a deal with the Tamil Nadu government to supply 1.56 million laptops, according to Agarwal.
“PC market is stagnating on units but growing on value… This year, we will be number one. The large ELCOT (Electronics Corporation of Tamil Nadu) deal is helping us, but even in other businesses, consumer and SMB segments we have been gaining market share,” he said. “We have had a good two-year run. We have gained almost 3% share without sacrificing profitability.”
HP was the leader in the traditional PC market in the first quarter with a market share of 28.1%. Dell came next with a 25.9% market share, while Lenovo was placed third with a 25.2% share, according to IDC.
The United States’ recent ban on Huawei devices due to its trade conflict with China has not spooked the China-based company, Agarwal said.
“The internal view is that there is nothing for us to be worried about… We own Motorola, which is an iconic American brand. We have factories there. We don’t think that this is going to happen to all the companies in the East. That would be catastrophic.”
He also said that the group was thinking of consolidating its manufacturing services, “We keep talking about it… Discussions are going on if we should have a consolidated factory which has mobiles, PCs. Today, we have separate units.”
On increasing manufacturing from India, he said the tax incentives were not attractive enough, even though the company remained committed to investing here.
“We would like to (manufacture in India) because the wage arbitrage is definitely there, but the ecosystem is not tempting enough. We would like to export as well,” he said.
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该公司还指望着多样化的投资组合包括个人设备今年,智能相机和企业物联网解决方案对个人电脑的需求停滞不前,CEO拉胡尔阿加瓦尔告诉等。
“在隐私法,通过与客户交流,我们会得到更多的数据(与这些个人设备)…这就是我们想要进入我们的优势的基础上。我们有数据,计算能力和算法,我们想出最适合的解决方案,”阿加沃说。
个人电脑市场同比下降8.3%,出货量215万台,今年1季度,根据IDC行业追踪。
联想印度却逆势而获取最大市场份额由于处理泰米尔纳德邦政府供应156万台笔记本电脑,阿加沃说。
“个人电脑市场增长停滞不前的单位,但对价值…,今年我们将一号。大型ELCOT泰米尔纳德邦(电子公司)交易帮助我们,但是,即使在其他企业,消费者和SMB领域我们已经获得市场份额,”他说。“我们已经有一个很好的两年的运行。我们获得了几乎3%的份额不牺牲利润。”
惠普是传统的个人电脑市场的领导在第一季度的市场份额为28.1%。戴尔下了25.9%的市场份额,而联想以25.2%的份额位居第三,根据IDC。
美国最近禁止华为设备由于其与中国的贸易冲突没有吓坏了中国公司,阿加沃说。
“内部的观点是,没有什么要担心…我们的摩托罗拉,这是一个标志性的美国品牌。我们有工厂。我们不认为这是会发生的所有公司在东部。这将是灾难性的。”
他还说,该组织正在考虑巩固其制造业服务,“我们一直谈论它…讨论我们是否应该有一个统一的工厂拥有手机,电脑。今天,我们有独立的单位。”
增加制造业来自印度,他说,税收激励是不够有吸引力,即使该公司仍然致力于投资。
“我们希望(在印度)生产,因为工资套利肯定是有,但生态系统是不够诱人。我们想出口,”他说。
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