-

,
Lenovo Global Technology Russia

2017


2
 2004 LENOVO IBM
WW PC Market Size & Top 5 Vendor Unit Share HPI Lenovo Dell Acer Apple

Market
Unit (M) Share%

400 25

Lenovo
21.3%
20.8%

19.1% 19.2% HPI 20

300 18.1% 17.9% 20.9%
17.7% 19.4%
17.1% 17.3% 17.1% 17.1%
16.6% 18.4%
16.1%

18%
18.1% 15.8% 14.1% 14.1%
15.0%
16.6%
13.5%
14.2% Dell 15
14.8% 15.7%
MBG | $7,707M
14.6%
200 MBG | $3,751M 12.2% 12.1% 12.2% 12.0%
11.1%
10.5% 12.1% 12.1%
10
10.2%
7.8% 9.5% 9.6% 7.8% 7.8% Apple
7.2% 7.4% 7.1%
6.2% 7.9%
100 7.5% 7.3% 7.0% Acer
6.3%
5.8% 6.8% 5
3.5% 5.4%
4.7% 4.9% 4.9%
4.0%
3.3% 3.6%
2.3% 2.9%
2.3% 2.4%
2.0%
0 0
177.8M 208.8M 231.8M 270.5M 299.6M 314.8M 357.9M 363.8M 349.4M 315.1M 308.4M 275.8M 260.1M
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

3
Source: IDC PCD Tracker, May 2017
 #204
Orange
#248
Fujitsu
#260
#312 Oracle
#422 Accenture
#452 Qualcomm
#462 NEC
SAP 4
 2014 LENOVO SYSTEM X
IBM

5
 86 2014-2016 .
WW Server Market Size & Top Competitors Revenue Share HPE ODM Direct Lenovo
Dell Inc Cisco Huawei Market
Rev. ($B) Share%
14 35

31.3%
29.9% 30.2% 29.8%
12 29.0% 29.0% 29.1% 30
29.4% 29.1%
27.1%
10 HPE 25
22.7% 25.4%
22.4% 22.3% 21.9% 22.4% 24.0%
21.1% 21.1% 21.2% 20.7% Dell
20.0%
8 21.4% 21.1% 20

6 15
ODMs
12.0% 10.5% 9.4%
12.3% 10.3%
8.9% 11.7% 9.4% 11.6% Lenovo 10
4 8.4% 8.7%
10.5% 8.2% 8.3% 7.7%
10.0% 7.4%
6.8% 9.5% 9.3% 9.3% 9.1% 9.2%
8.7% 8.8% 8.4% 8.9% Cisco
8.0% 7.7% 8.1%
8.3%
7.3% 7.3% 7.4% 7.5%
6.7% 4.1% 5
2 3.7%
2.7% 3.2% 3.2% Huawei
2.1% 2.3% 2.6%
1.5% 1.7% 1.6% 5.6%

0 0
$9.0B $10.0B $10.7B $11.5B $10.3B $10.8B $11.5B $12.5B $10.6B $11.6B $11.2B $12.2B
2014Q1 2014Q2 2014Q3 2014Q4 2015Q1 2015Q2 2015Q3 2015Q4 2016Q1 2016Q2 2016Q3 2016Q4

6
Source: IDC server Tracker, March 2017
 86 2016 (IDC)
REVENUE CY16 $M
180M

HPE; 153M
160M 36%

140M
10%
10.5%
DCG | $4,067M
120M
DCG | $2,168M
100M
18%
18.1% Others; 80M
MBG | $7,707M 18%
MBG | $3,751M
80M

60M 72%
71.4% Depo; 49M
11%
Lenovo; 46M Huawei; 46M
11% Dell; 39M 11%
PCSD | $30,076M
40M PCSD | $14,796M 9%

Aquarius; 16M
20M 4%

0M
HPE Depo Lenovo Dell Huawei Aquarius Others

7
-

LENOVO

$93B
$80B 17%

(Hyperscale)
HPC 11%


10%
-



-4%
2016 2020

9
 LENOVO 2014-2016

1-2
2-
4-
4-8

All-flash

FC TOR
FC
Ethernet 1/10/40Gb
Ethernet 25/100Gb

,
10
 LENOVO 2017

1-2
2-
4-
4-8

All-flash

FC TOR
FC
Ethernet 1/10/40Gb
Ethernet 25/100Gb

,
11
INTEL
XEON SCALABLE

12


13
14

14


$93B
$80B 17%

(Hyperscale)
HPC 11%


10%
-



-4%
2016 2020

15

-

16

80%

TCO 33%
OPEX 23%

White Gloves

- -

17


$93B
$80B 17%

(Hyperscale)
HPC 11%


10%
-



-4%
2016 2020

18
 -
5,000
1,000+ .

19


6 7


-

ALIBABA

LENOVO

21


$93B
$80B 17%

(Hyperscale)
HPC 11%


10%
-



-4%
2016 2020

22


92
84

23
0
2014 2015 2016 2017
23

LENOVO HPC

24
-

LENOVO

25


TOP 25 GLOBAL #1 *

SUPPLY CHAIN

26
 x86
Lenovo

ITIC
4 *

13%

10%

7%

1% 2% 2%
Lenovo System x Fujitsu Primergy Cisco UCS Dell PowerEdge HPE Proliant Oracle x86

27
 IMMv2 XClarity Provisioning Manager

Circa 1990



28
-

LENOVO

29

INTEL

30
LENOVO

31
-

LENOVO

32
 -

33
 :

:
20,000

: 4
34