聯想集團CFO黃偉明展望未來：這些重要動作值得關注
5月23日，聯想集團發佈2023/2024財年第四季度暨全年業績。其中，第四季財季表現亮眼，營收994億人民幣，同比增長近10%；主營業務全面恢復增長，淨利潤17.8億人民幣，同比增長118%；聯想集團CFO黃偉明稱，混合人工智能為公司帶來了重大而獨特的機遇。為了加速增長，聯想將進行研發投資，以充分發揮混合人工智能的潛力並構建雲端能力。三個業務集團的強勁創新努力將增強聯想集團在下一代產品設計和解決方案方面的競爭力。這反過來將推動盈利增長並支持集團實現其中期盈利目標。
展望未來，SSG方案服務業務集團將推出新的AI原生服務，並在其服務產品中嵌入AI功能，以滿足企業客户對AI技術日益增長的需求。同時，方案服務業務集團將專注於通過PC和基礎設施領域的高附加值支持服務來保障其核心業務。通過與生態系統合作伙伴合作，方案服務業務集團有助於幫客户加速數字化轉型之旅，並進一步提高其對集團的財務貢獻。
ISG基礎設施方案業務集團旨在通過不斷提高盈利能力來推動增長，利用其在混合AI、高性能計算、存儲以及邊緣系統和解決方案方面的差異化技術解決方案的投資。該業務部門將進一步多元化其客户羣，獲取新客户，並在通用系統與定製雲產品之間取得平衡，以推動利潤和規模，並實現整體協同增效。這種方法將確保可擴展性、成本效率和收入增長和盈利能力的優化。
AI PC即將開啟新一輪需求週期，這些產品具有高端定價和吸引商業用户的功能。這對於IDG智能設備業務集團實現超越市場的增長、更高的平均售價和可持續盈利至關重要。為滿足這一需求，IDG正在開發自己的知識產權，以在推理速度、語言模型壓縮和內存消耗等方面獲得更好的性能。IDG還將其差異化努力從硬件擴展到組件和軟件。值得注意的是，隨着聯想AI Core芯片、Yoga Creator Zone、ThinkShield安全解決方案和AI Now個人助理的推出，IDG處於有利地位，可以建立競爭優勢並引領人工智能PC革命。
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