{"id":127936,"date":"2026-05-22T17:49:17","date_gmt":"2026-05-22T17:49:17","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2026\/05\/22\/as-memory-prices-squeeze-enterprise-buyers-lenovo-laughs-all-the-way-to-the-bank\/"},"modified":"2026-05-22T17:50:13","modified_gmt":"2026-05-22T17:50:13","slug":"as-memory-prices-squeeze-enterprise-buyers-lenovo-laughs-all-the-way-to-the-bank","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2026\/05\/22\/as-memory-prices-squeeze-enterprise-buyers-lenovo-laughs-all-the-way-to-the-bank\/","title":{"rendered":"As memory prices squeeze enterprise buyers, Lenovo laughs all the way to the bank"},"content":{"rendered":"

<\/a>\n
<\/p>\n

\n

Private Tech<\/p>\n

Change to premium gadgets pays off as PC large publish report report, simply do not ask about low-cost laptops\u00a0<\/p>\n<\/div>\n

\n

PC consumers could also be wincing at reminiscence value hikes, however Lenovo is not. The China-based tech biz\u00a0says it sidestepped a lot of the business ache by switching to premium gadgets and the numbers again it up.\u00a0<\/p>\n

For This fall of its fiscal 2026 ended March 31, Lenovo’s Clever Gadgets Group posted income of $14.6 billion, up from $11.9 billion a yr earlier. It reported working revenue – web revenue was not disclosed – of simply over $1 billion, up 20.7 %.\u00a0PC and sensible gadgets revenues, particularly, grew 26 %.\u00a0<\/p>\n

\u201cFinal quarter, regardless of the provision shortages and rising
\nelement prices, we dedicated to sustaining development and enhancing profitability,
\nleveraging our operational excellence,\u201d CEO Yang Yuanqing mentioned on an earnings name.\u00a0<\/p>\n

\u201cWe promised to take care of our PC income momentum regardless of a
\nslowdown in PC shipments resulting from rising prices. We delivered. We shifted our combine
\nin the direction of premium to enhance common unit income, and our PC cargo development
\ncontinued to outperform the market,\u201d he said.<\/p>\n

PCs accounted for half of Lenovo’s total group turnover, shipments have been up 20 % year-on-year and the company accounted for twenty-four.4 % international market share. Servers and providers comprised the remainder of Lenovo’s revenues.<\/p>\n

The reminiscence crunch has been brutal. Some DRAM and NAND flash prices doubled or quadrupled by early this year<\/a>, as chipmakers chased larger margins on AI server reminiscence and starved the patron market of provide.\u00a0<\/p>\n

The Register<\/span> has beforehand reported how the value hikes led to a\u00a0spike
\nin PC sales<\/a>, as company consumers introduced ahead purchases earlier than reminiscence prices
\nclimbed any additional.<\/p>\n

Requested whether or not this had any impact on Lenovo\u2019s numbers, EVP
\nfor Clever Gadgets Luca Rossi downplayed it.\u00a0\u201cSo in calendar Q1, our final fiscal This fall, we positively
\nnoticed sturdy demand, which could partially be linked to some pull in, however I
\ndo not assume that it will likely be a considerable quantity,\u201d he said.<\/p>\n

\u201cUndoubtedly, we’re seeing some tight provide in sure
\nelements, significantly – as you in all probability know – within the semiconductor space.
\nNonetheless, we really feel assured about our means to acquire the components we want and
\nwe didn’t alter our full yr goal based mostly on provide constraints. Slightly, we
\nwill align the cargo goal based mostly on the actual market and demand so as to
\npreserve a wholesome channel stock and with the aim of sustaining a strong
\npremium to market,\u201d Rossi mentioned.<\/p>\n

Lenovo expects unit shipments
\nto say no year-on-year for its fiscal 2027. \u201cHowever on the similar time,
\nwe anticipate to take care of or very seemingly develop our income linked to the numerous
\ndevelopment of the AUR (common unit income),” he added.\u00a0<\/p>\n

Squeezing extra revenue from fewer system gross sales means availability of cheaper PCs will take successful as Lenovo shifts manufacturing to premium bins.<\/p>\n

This is not the one impression AI is having on the PC market. CEO Yang\u00a0pledged to embed the expertise throughout Lenovo’s complete product line, together with forthcoming “private AI tremendous brokers” Tianxi and QIRA, plus next-generation AI-native PCs, smartphones, wearables, and “private computing hubs.” Whether or not prospects need all of that is still, as ever, an open query.<\/p>\n

Lenovo AI Now or Tianxi is a private and personal AI
\nassistant to assist with writing, summarizing, and fast settings
\non your pc, says Lenovo. QIRA is \u201cyour private
\nintelligence\u202fthat\u2019s\u202fby your
\naspect throughout Lenovo and Motorola gadgets. It strikes with you, learns from you,
\nand helps you get issues carried out.\u201d<\/p>\n

For these within the complete monetary figures, Lenovo claimed a fourth quarter income report of $21.6 billion, up 27 %
\nyear-on-year. It recorded\u00a0 income of $83.1 billion and web revenue of $1.91 billion for the entire of its fiscal ’26. \u00ae<\/p>\n<\/div>\n