Xin Lang Cai Jing·2026-02-12 08:31Core Insights - Lenovo Group reported significant challenges in the hardware device sector due to rising storage prices, which increased by 40-50% compared to the previous quarter, with potential for prices to double in the near future [2][4] - The price increases are not limited to memory but also include SSDs and CPUs, creating substantial adverse effects for the industry [2][4] - Despite these challenges, Lenovo's CEO emphasized the company's resilience and ability to turn challenges into opportunities, citing successful navigation through previous market fluctuations by leveraging global operational capabilities [2][4] Financial Performance - Lenovo Group released its FY2025/26 Q3 earnings during a media communication session [2][4] - The company is currently facing ongoing challenges in the hardware market, particularly related to component pricing [2][4] Market Outlook - The CEO indicated that the current challenges are expected to persist, with significant implications for hardware manufacturers [2][4] - Lenovo's strategy focuses on transforming challenges into opportunities, suggesting a proactive approach to market volatility [2][4]