聯想集團IDG營收已達近千億，PC領先優勢仍在擴大
2025年2月20日，聯想集團公佈截至2024年12月31日的第三財季業績，其中，智能設備業務集團(IDG)表現亮眼，再次實現同比雙位數增長，營收達991億元人民幣，同比增長12%。在複雜多變的全球市場環境下，聯想IDG業務不僅進一步鞏固了其在個人電腦(PC)領域的全球領導地位，更以強勁的盈利能力、高端產品佔比提升及技術創新突破，展現了其全場景智能設備戰略的卓越成效。
根據IDC最新數據，聯想PC業務以遠超市場的增速實現突破：全球市場份額攀升至24.3%，同比提升2.3個百分點，並進一步拉大與第二名的差距至近5個百分點。在規模增長的同時，聯想IDG業務的盈利質量持續優化。第三財季，其運營利潤率達到7.3%，顯著高於行業平均水平，聯想高端產品(包括ThinkPad X1系列、Yoga系列、Legion遊戲本及工作站等)營收佔比接近33%。這一成績的取得，得益於產品組合的持續高端化與運營效率的全面提升。
聯想IDG業務的增長動能源於多維度的競爭優勢。首先，其全產品線佈局覆蓋消費、商用及高端細分市場，能夠快速響應不同區域和用戶羣體的需求變化。其次，供應鏈的敏捷性和韌性持續增強，在關鍵零部件成本波動和地緣政治挑戰下，仍能保障全球交付效率。此外，聯想通過"Smarter AI for All"戰略推動的智能設備創新，正在重塑用戶對PC的體驗期待，爲行業復甦注入新動力。
當前，全球PC市場正步入新一輪大規模更新換代週期。隨着DeepSeek等大模型技術突破引發的終端側AI部署浪潮，設備端智能化進程顯著提速，AI PC作爲核心終端載體正加速滲透市場。多重驅動因素形成共振：Windows 10系統服務終止引發的換機需求與疫情期間購置設備的自然更新週期形成疊加效應，疊加中國"以舊換新"等產業政策紅利，預計2025年將迎來PC需求的集中爆發窗口期。
據Gartner最新預測，2025年將成爲PC市場復甦關鍵節點，AI PC滲透率將同比激增超165%，而IDC更預計至2027年AI PC市場份額將突破81%。與此同時，智能手機市場延續復甦態勢，在連續六個季度增長的基礎上，2025年有望迎來更強勁的反彈行情。
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