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联想收购Infinidat计划或于年底前完成 企业级存储市场竞争力将大幅提升
Ge Long Hui· 2025-10-06 01:29
值得关注的是,此次合作不存在显著的产品重叠,无需对现有产品线进行大规模调整。赫尔佐格强调, Infinidat为高端存储市场提供的100%可用性保障、网络恢复保障及性能保障等核心优势将保持不变,而 这些正是联想此前在高端存储领域未能覆盖的能力,"Infinidat的加入将完善联想的产品组合与解决方案 体系,尤其能为联想的合作伙伴提供更全面的高端存储支持。"收购完成后,Infinidat业务将归入联想基 础设施解决方案集团(Infrastructure Solutions Group),进一步补充联想在中小型企业(SMB)及中端存储领 域之外的高端市场能力。 在此次重磅发布的InfiniBox G4新品上,Infinidat从系统与软件双维度实现突破。硬件层面,新品尺寸较 此前的14U(机架单位)进一步缩小30%,降至11U,同时推出低容量版本,入门价格较2024年小尺寸型号 降低29%,但仍保持高端企业级产品属性——35微秒低延迟、全套网络安全功能,并新增NVMe高速接 口,带宽达到前代入门级产品的两倍。软件层面,G4系列首次实现操作系统原生支持S3兼容对象存 储,无需额外附加组件或独立阵列,大幅简化部署流程 ...
AI战略又一重要布局将落地!联想(00992)收购高端存储企业Infinidat事宜或于年底前完成
智通财经网· 2025-10-06 01:11
值得关注的是,此次合作不存在显著的产品重叠,无需对现有产品线进行大规模调整。赫尔佐格强调, Infinidat为高端存储市场提供的100%可用性保障、网络恢复保障及性能保障等核心优势将保持不变,而 这些正是联想此前在高端存储领域未能覆盖的能力,"Infinidat的加入将完善联想的产品组合与解决方案 体系,尤其能为联想的合作伙伴提供更全面的高端存储支持。"收购完成后,Infinidat业务将归入联想基 础设施解决方案集团(Infrastructure Solutions Group),进一步补充联想在中小型企业(SMB)及中端存储领 域之外的高端市场能力。 近日,高端企业存储解决方案公司Infinidat正式宣布扩展其InfiniBox G4存储阵列产品线,推出更小尺寸 的新型号并升级现有产品;与此同时,Infinidat首席营销官(CMO)埃里克·赫尔佐格(Eric Herzog)在接受行 业媒体采访时透露,联想集团(00992)对Infinidat的收购计划进展顺利,预计将于2025年底前完成交割。 此次InfiniBox G4产品线更新或成为Infinidat作为独立公司的最后一次重大产品动作。 Inf ...
AI战略又一重要布局将落地!联想收购高端存储企业Infinidat事宜或于年底前完成
Zhi Tong Cai Jing· 2025-10-06 01:08
Core Insights - Infinidat has announced the expansion of its InfiniBox G4 storage array product line, introducing smaller models and upgrading existing products, while Lenovo's acquisition of Infinidat is progressing smoothly and is expected to be completed by the end of 2025 [1][2] Group 1: Acquisition Details - Lenovo's acquisition of Infinidat, announced in January 2025, is on track, with the complementary nature of both companies' businesses being a key highlight [2] - Infinidat focuses on high-end enterprise storage solutions, while Lenovo has strengths in entry-level and mid-range storage, making the acquisition a strategic move to fill gaps in Lenovo's offerings [2][3] - The acquisition will allow Lenovo to enhance its product portfolio and provide comprehensive high-end storage support to its partners [3] Group 2: Product Innovations - The new InfiniBox G4 models have reduced their size by 30%, down to 11U, and introduced lower capacity versions with a 29% lower entry price compared to previous models, while maintaining high-end enterprise attributes [3][4] - The G4 series features native support for S3-compatible object storage, simplifying deployment processes significantly [3] - Infinidat has upgraded the hybrid G4 storage array's hard drive configuration, increasing effective capacity to 33PB, nearly doubling the previous maximum of 17.2PB [4] Group 3: Market Outlook - Industry partners have recognized the potential of the InfiniBox G4, highlighting its smaller size, better environmental adaptability, faster bandwidth, and enhanced software capabilities [4] - The acquisition is expected to significantly enhance Lenovo's market competitiveness and expand its product line, particularly in the high-end small and medium-sized enterprise market [5] - The integration of Infinidat's technology with Lenovo's AI server capabilities is anticipated to create a comprehensive solution for enterprise storage and computing needs in the AI era [5]
净利润增长36%,杨元庆:全球化没有终结,联想未来市场份额和利润都不会掉
Tai Mei Ti A P P· 2025-05-23 12:48
Financial Performance - Lenovo Group reported a revenue of 498.5 billion yuan for the fiscal year ending March 31, 2025, representing a year-on-year growth of 21.5% and a net profit increase of 36% to 10.4 billion yuan [2] - The revenue from non-PC businesses increased by nearly 5 percentage points, reaching 47% of total revenue [2] - The Intelligent Devices Group (IDG) achieved double-digit revenue growth, with a 13% year-on-year increase in the fourth quarter [2] Market Position and Trends - Lenovo's PC business accounted for 23.7% of the market share, widening the gap with the second competitor by 3.6 percentage points [2] - AI PCs represented 16% of total notebook sales in the Chinese market, with IDC forecasting a 4% year-on-year growth in PC shipments for 2025, driven by AI PC demand [2] Infrastructure and Services Growth - The Infrastructure Solutions Group (ISG) generated 104.8 billion yuan in revenue, with a 63% year-on-year increase in the fourth quarter, marking the second consecutive quarter of profitability [3] - The Solutions and Services Group (SSG) also saw double-digit revenue growth, with a nearly 20% increase in the fourth quarter and an operating profit margin exceeding 21% [3] Global Operations and Supply Chain - Lenovo has established an end-to-end global operational system, with over 30 manufacturing bases across 11 markets, enhancing its supply chain capabilities [4] - The company has adopted a "China + N" manufacturing strategy to leverage cost advantages while meeting local customer demands and mitigating high tariff barriers [4] Future Outlook - Lenovo's CEO expressed confidence in the potential for improved US-China trade relations, which could provide greater certainty for global businesses [4]