聯想(00992.HK)目標ISG業務未來繼續實現超越大市雙位數增長
聯想集團(00992.HK)公佈第三財季業績,基礎設施方案集團(ISG)業務扭虧爲盈,錄得經營溢利1,700萬美元,爲首次實現盈利。基礎設施方案集團總裁Kirk Skaugen表示,該業務已連續8個季度實現表現超越大市(premium to market),並連續4個季度實現超越大市雙位數增長,全球雲端市場已增長38%,預計在下個增長週期增幅可加快至超過一倍。
問到國家發改委等多部門印發文件,同意在大灣區等地建設8個國家算力樞紐節點。他表示,中國以致全球市場的雲端、服務器和存儲技術市場均在快速增長,預期未來ISG業務可繼續實現超越大市雙位數的增長。
主席兼首席執行官楊元慶表示,現時全球個人電腦及其他智能設備需求將依然強勁及穩定,疫情下家庭與辦公室混合工作新常態模式將繼續推動需求,預期產品將向商用和高端細分市場發展。至於智能手機市場,他相信全球競爭格局調整將爲聯想帶來增長空間,未來會持續於個人電腦產品的創新上投資,並會進一步豐富產品組合。他預期,零部件短缺於今年上半年將仍然持續,下半年或有所緩和。
談及聯想在元宇宙領域的部署,他指元宇宙是當下熱門的概念,但目前技術尚未成熟,預期仍需時發展,表示聯想過去有研發擴增實境及虛擬實境(AR/VR)設備,可應用於元宇宙。他又預期,未來元宇宙發展將不限於硬件,同時都需要軟件及生態支持,而聯想已投入大量資金來建設產能,現有AR產品適用於B2B,目前已有數個大客戶正在使用聯想提供的AR解決方案以提高業務效率。
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