ThinkVision February 2012 CTP “A Market Share Juggernaut.” −Wall Street Journal #1 18 Worldwide share (IDC) 18.6% Straight quarters outperforming the PC market 2013 Lenovo WW PC Market Share 9.6% 8.2% 6.5% 2011 2010 2009 2013 LENOVO 2 SOURCE: Internal Data, for CY2013 Q3 Prelim IDC PC Tracker, October 9, 2013 13.1% 2012 Lenovo …. “near-flawless execution” “Lenovo continues to improve its position in global capabilities and in market understanding with near-flawless execution. As a result of these improvements, it continues to gain market share in the enterprise and consumer markets. Lenovo produces well-designed systems at competitive prices.” 2006 2013 2011 “Lenovo is a leading option for organizations requiring global PC deployments” -Gartner 3 • © 2011 Lenovo Confidential. All rights reserved. Customers are seeing our story 4 • © 2011 Lenovo Confidential. All rights reserved. ESTABLISHING OUR PRODUCT VISION Rock-solid and reliable machines that are built for business. What do we stand for? What’s our core DNA? 20 YEARS OF CONSISTENCY INCREDIBLE GROWTH AND CLEAR DNA & INNOVATION 2012 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED. 5 5 LEAD IN MULTI-MODE COMPUTING Play big in Yoga 62012 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED. Lead in AIO and Explore new categories 6 Leading in Miniaturisation Key Differentiator TINY II Core i7 Support USB KB Power on 8 Military Spec Compliance with Competitors SFF Pro TW Expansion ability Dual Graphics/HDD Embedded WiFi 7 • © 2011 Lenovo Confidential. All rights reserved. Miniaturisation AIO 1st Win8 Touch for LE Transformer stand Slimmer ID New Delicate 20” Design ThinkCentre Desktop Portfolio Entry Desktop Edge 73 SFF Edge 73 MT Forward Thinker Essential Intel M73e SFF M73e MT M73e Tiny 2 Office Worker 8 • © 2011 Lenovo Confidential. All rights reserved. Value Enterprise M78 SFF M78 MT Educator Corporate Workhorse M83 SFF Pro M83 MT Power User Premium Desktop M93p SFF Pro M93p MT M93p Tiny 2 Business Leader PROVIDING TINY WITH A ROBUST ECOSYSTEM TINY ACCESSORIES ThinkVision Monitors Legacy I/O Box ODD/2nd HDD Expansion EXPANSION MOUNTING Monitor Mount 9 Under-Desk Mount Arm Mount ThinkCentre Extend-Arm VESA Mount ThinkCentre AIO Portfolio Essential Intel All In One Innovative All In One Premium All In One M93z 23” E93z 21.5” M73z 20” Office Worker 10 • © 2011 Lenovo Confidential. All rights reserved. Business Leader Power Users ThinkCentre UltraFlex Stand The most comfortable AIO touch experience! Future use case once cost of digitiser comes down Compatible only with: ThinkCentre E93z 4 functions : - Lift (up to 110cm high) - Tilt (-5 to 65 degrees from any height position) - Pivot (from an upright position to an 180 degree flat plane) - Cable management 11 2013 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED. 12 2013 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED. THINKSTATION PORTFOLIO – HIGH PERFORMANCE & RELIABILITY DUAL PROCESSOR SINGLE PROCESSOR PRICE/PERFORMANCE LEADER MAINSTREAM VALUE WORKSTATION WORLD’S SMALLEST DUAL-CPU NO-COMPROMISE DUAL-CPU D30 C30 S30 E32 Entry level 3D and 2D CAD, Front office 13 Basic rendering, radiology, Performance 3D & CAD Design, content creation Financial trading medical imaging, pro 3D visualization & analysis. High-end simulation, analysis & rendering, digital content creation, life science R&D, content creation Lenovo Visuals 2013 Trends Windows 8 Touch Mobile Monitor • • Paperless Transaction/Zero Client Notebook Companion VOIP is booming… • X-meeting • Always on Talk • Save communication cost 21.5”/23”/29” LFD X-meeting 19.5inch Opportunity • New fighter model • 19w supply backup 19.5” ramping up Technical ready: 1H 2013 Data sourced from DisplaySearch 2012Q3 Professional Display • High PPI, Wide viewing angel • Graphic design, Media and etc. 30”, 29”, 24”, 23” 14 2013 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED. Wireless Display • Wireless/simplified connection • Easy collaboration PORTFOLIO: ThinkVision FY1314 (Conventional) Desktop 5:4 Square 17” S LT1713p LT1712p 19” S LIPC: Dec30th 2013 LT1913p 16:10 Wide 19” LT1952p 22” LT2252p LT1953 16:9 Wide 24” 18.5” LT2452p LT2013p LS1922 LS1922s 2013 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED. LT2024 E1922 E1922s 15 19.5/20” LIPC: Mar 6th, 2014 LIPC: Mar 6th, 2014 MEA Only LS2023 LT2013s LIPC: Mar 5th, 2014 21.5” 23” LT2223p LT2323p T2220 LS2223 E2223s LS2223 E2323 LIPC: Feb 22nd, 2014 LS2323 24” LT2423 THINKVISION WINNING PORTFOLIO ATTACK – PREMIUM DISPLAYS ThinkVision ThinkVision Professional-Grade Display 30”, 2560x1600, IPS Display OneLink Docking Monitor 21.5” 1920x1080 FHD Display ThinkVision 16 2013 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED. The Cinema Experience 29” 21x9, 2560x1080 IPS Display THINKVISION WINNING PORTFOLIO ATTACK – PREMIUM TOUCH DISPLAYS LT1423p Mobile Monitor 17 2013 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED. Touch Demand? Size? Lenovo Notebook Strategy ThinkPad Story The way we work is changing, our notebooks need to adapt to the change THEN The traditional laptop – 90% on the desk 19 • © 2011 Lenovo Confidential. All rights reserved. NOW Mobility and flexibility now allow work anywhere The Next Generation of ThinkPad Shift to Ultrabooks Available Mainstream 20 • © 2011 Lenovo Confidential. All rights reserved. Shift to Convertibles Embracing Touch Available on all Ultrabooks ThinkPad 2013/14 Product Positioning Ultrabook™ becomes business standard Performance INDUSTRY LEADING DESIGN, THIN & LIGHT Mainstream Edge Series S Series Ultrabook™ PERFORMANCE LEADERSHIP X1 Carbon 14” Helix 1 Yoga 11.6“ 12.5” W540 15” W540 15” T440s 14” X240 & T440 12.5“ & 14”z T440p, T540p 14”, 15” T440p, T540p 14”, 15” S540 L440, L540 L440, 14”, 15”L540 14” & 15” 14”, 15” X131e/ 140e 11.6” 21 Edge 11.6”, 13” & 15” New Haswell Features Introducing Ultrabook ‘Thin & Light’ Higher Resolution Screens with Touch Options Improved connectivity with 4G LTE Commercial features e.g. SCR, FPR, VGA etc. Power Bridge Battery to meet Ultrabook Specification Dedicated Docking Added NFC Support Maintaining the ThinkPad Exceptional Build Quality!! 22 • © 2011 Lenovo Confidential. All rights reserved. Popular ThinkPad Accessories NEW!! 2013 ThinkPad Docking Lenovo 90W Ultraslim AC/DC Combo Adapter; Lenovo Slim Power Tip 23 • © 2011 Lenovo Confidential. All rights reserved. ThinkPad® Essential & Ultralight Cases – Topload, Backpack ThinkPad Noise Cancelling Earbuds New Adaptive Keyboard – X1 Carbon 3rd Generation 24 2013 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED. MEET NEW THINKPAD X1 CARBON – NEW FEATURES New Adaptive Keyboard Gesture & Voice Control Best Professional Touch Display (WQHD) Over 8 Hours Battery Life RapidCharge Battery ThinkPad OneLink Pro Dock 25 2013 LENOVO Confidential and restricted . All rights reserved. The New ThinkPad Yoga 4 AWESOME MODES IN 1 BRILLIANT THINKPAD THINNER & LIGHTER LIFT ‘N LOCK KEYBOARD HIGH STORAGE CAPACITY ROCK SOLID DURABILITY THINK PEN SUPPORT 8 HR BATTERY LIFE 10-FINGER TOUCH DISPLAY WINDOWS 8.1/8.1 PRO PREMIUM QUALITY SURROUND SOUND 26LENOVO © 2011 Lenovo • Confidential. rights reserved. 2013 INTERNAL. ALL All RIGHTS RESERVED. OneLink Docking Solution 2xUSB 2.0 for Keyboards, mice, printers 2xUSB 3.0 for HDD and other high speed devices Ethernet with PXE Boot support on selected systems Display port 1.2 or 1.1 depending on the ThinkPad DVI-I Power In (Slim tip) DVI-I to VGA adapter Docking cable to the ThinkPad 27 • © 2011 Lenovo Confidential. All rights reserved. Lenovo Tablet Strategy Miix vs ThinkPad Tablet 2 Miix 10 Atom Clover Trail 29 ThinkPad 8 Miix 2 ThinkPad 10 Miix 2 10 Atom Bay Trail Helix FO Miix 2 11 Haswell HowThinkPad to Make This Default Template Key 8 – Your Ten key features 1) Full HD display 1920 x 1200 2) Full PC experience with USB 3.0 dock 3) Quick photo capture with Quickshot Cover 4) 4x faster graphics 5) Premium design, aluminum chassis 6) Micro USB3.0, micro HDMI 7) Intel a/b/g LAN and 3G 8) Dual, stereo speakers 9) 8 hours battery life 10) Premium conferencing experience 30 2013 LENOVO INTERNAL. ALL RIGHTS RESERVED. FULL DESKTOP MODE WITH THINKPAD USB 3.0 DOCK 31 2013 LENOVO CONFIDENTIAL AND RESTRICTED . ALL RIGHTS RESERVED. ThinkPad 8 Accessories Quickshot Cover Unique ThinkPad 8 AC and DC Adapters Supportive 32 Anti-Glare Film Privacy Filter Protective Case Easy Convenient Durable 10 4 Amazing Modes. One Ultimate Tablet TOP SELLING POINTS: 1. Full PC Experience w/ connected Keyboard and Dock 2. Light Detachable. Tablet-first design with PC power 3. Software and Accessories to manage like a PC Tent 33 Laptop Tablet Desktop LEISURE ENHANCED Lenovo Spring 2014 Tablet Lineup Music & Reading Multimedia Video Multi-Mode A7 A8 A10 Yoga Tablet Colorful inside & out from £149 HD entertainment at your fingertips From £179 Revolutionary multimode experience 8”: £199,10”: £249 8i n 10in A7-50 - Sharper screen for reading and web browsing £99 7i n 342012 LENOVO CONFIDENTIAL. ALL RIGHTS RESERVED. 8i n 10in 34 THE NEW HI-RES YOGA TABLET FHD 10.1” FULL HD DISPLAY more pixels for your viewing pleasure 8MP HD CAMERA premium smartphone quality imaging ADAPTIVE DISPLAY display automatically adjusts to ambient light POWER UP Qualcomm Snapdragon processor SRRP Wifi from £299.99/£229 3G from £329.99/£249 SAME 3 MODES SAME UNBELIEVABLE BATTERY 18 hours of battery