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1、 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential FY10 CA Data IPG Notebook Product Marketing Apr 15th 2011 CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confiden

2、tial 2 of 17Summaryu FY10 IPG NB: 11.49M; u FY10 IPG NB Consumer: 9.13M, YtY Gr. 29% higher than the market; ROW Gr. is 33.4%, higher than the PRC Gr.uZ series mix% in IPG NB consumer increase from 5% FY10 Q1 to 19% FY10 Q4;u Z+Y mix% in IPG NB consumer increase from 21% FY10 Q1 to 34% FY10 Q4;u FY1

3、0 Q4 volume shrink QtQ; (IPG NB: 2,641K shrink by 13.1% QtQ; IPG NB consumer: 2,074K shrink by 11.3% QtQ);u By Region, FY10 REM mix% increase to 24.3% by 5.1%; PRC mix% decrease to 55.7% by 3.4%;u AMD takes 10% in IPG NB; 12% in IPG NB consumer; AMD mix% by region: MMREMLAPRC;u 2011 Mar MtM volume r

4、ecover, x70 product volume grow up; CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 3 of 17AgendaOverview AMD platformBy series Y Z U S G V/B/ZY Target vs. Actual CNB Function Review Feb 2009 LenovoLenovo Confiden

5、tial Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 4 of 17FY10 Overview5.7%10.0%43.4%11.4%12.3%2.4%FY098.499.0%10.9%3.9%3.4%4.1%18.1%41.7%0.0%20.2%3.5%FY10+35%11.49GZUYSVZYBUnit: MFY1015.4%14.4%54.6%+29%50.0%3.0%0.0%24.2%4.2%FY097.099.1312.6%21.7%IPG NBIPG NB only C

6、onsumerHigher than the WW consumer Market Gr. 20.6% IPG NB consumer Gr. In FY10 is 29%, 9% higher than consumer Portable Market ; Z series share from 0% to 14.4% in FY10; Y+Z from FY09 24%(only Y) to FY10 30% (Y:15.4%; Z: 14.4% ) in IPG NB consumer; G series share grow; S series share drop mainly du

7、e to netbeook market shrink; CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 5 of 17FY 10 PRC vs. ROW FY09FY1011.9%2.6%14.9%4.0%6.9%10.2%+27.9%5.7%3.6%34.4%13.5%18.1%7.0%36.4%27.7%3.0%6.405.01ZYUGSVBZYUnit: M4.2%4

8、9.3%FY105.090.1%9.7%1.7%2.1%FY099.5%18.0%54.6%33.9%0.0%2.5%8.9%4.9%0.6%3.48+46.1%PRCROWUnit: M+33.4%FY104.5120.4%61.6%10.1%5.6%2.4%FY093.3835.0%50.9%9.8%4.3%PRCROW+24.6%FY104.625.0%47.6%18.6%25.1%3.7%FY093.719.5%49.1%37.4%4.0%IPG NBIPG NB only ConsumerChinaROWFY09 54.70%45.30%FY10 FY10 50.60%50.60%4

9、9.40%49.40%ChinaROWFY09 58.96%41.04%FY10 FY10 55.72%55.72%44.28%44.28% ROW Gr. Is higher than the PRC, and ROW share increase in FY10; CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 6 of 17FY10 Ratio Overview9.4%

10、51.1%Q14.3%12.5%6.1%3.9%5.6%Q313.2%13.0%2.0%3.04Q23.1239.7%11.6%2.6443.4%11.4%12.3%2.4%Q45.5%4.8%5.7%10.0%10.5%2.6911.495.8%11.1%43.5%FY1013.4%8.9%39.5%14.6%11.9%2.5416%2.3412%5%53%63%FY1013%55%14%15%Q43%5%19%2%Q13%Q351%50%2.07Q217%17%15%14%14%13%2.1711%3%9.1317%Unit: MIPG NBIPG NB ConsumerUnit: M21

11、%31%34%34% Z series mix% in IPG NB consumer increase from 5% FY10 Q1 to 19% FY10 Q4; Z+Y mix% in IPG NB consumer increase from 21% FY10 Q1 to 34% FY10 Q4;GZUYSVZYB CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 7

12、 of 17FY10 IPG NB only Consumer mix% by GEOQ41,200FY101,181Q31,0484,6251,19625.1%6.0%2.9%23.2%3.7%40.2%3.7%25.5%20.4%47.7%27.7%2.7%18.6%47.6%5.0%Q124.9%5.4%24.3%1.6%43.8%Q25.5%58.8%7.0%22.4%SYUZGPRCMMLA5432,3834207236976.2%FY1022.1%58.4%11.3%Q44.5%Q328.6%50.0%15.6%19.4%61.6%11.2%5.9%4.7%Q222.2%58.3%

13、12.4%Q111.5%2.1%18.4%64.0%4.1%REM3031,46271.0%17.2%4.6%Q15.1%Q419.5%54.7%18.6%Q37.2%Q214.7%66.0%8.3%20.3%2948.3%5.1%FY1018.2%61.4%9.3%5.0%40645863.6%180149146663Q1Q218762.5%3.6%69.0%Q418.7%FY1018.8%7.4%20.9%10.4%59.5%4.2%Q376.8%4.0%6.0%76.9%18.2%17.7%17.4%Unit: KUnit: KUnit: KUnit: K CNB Function Re

14、view Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 8 of 17FY10 Ratio OverviewIPG NBIPG NB Consumer2961262761,04438731552FY10 Q33,0391863961132851,20639440060FY10 Q23,1191753021043451,35541836160FY10 Q12,6931562571052411,37611733510

15、5FY10 Q42,23213312882343FY09 Q4440572,6411441,049ZYBVSGZYU2,0742761,04438731552FY10 Q32,3442851,20639440060FY10 Q22,5383451,355418FY10 Q436160FY10 Q12,1752411,376117335105FY09 Q41,8903431,04944057Unit: KUnit: K Q4 volume shrink-13.1%-11.5% CNB Function Review Feb 2009 LenovoLenovo Confidential Lenov

16、o Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 9 of 17FY10 IPG NB only Consumer FY10 Q42,0742761,04438731552FY10 Q32,3442851,20639440060FY09 Q41,8903431,04944057FY10 Q4 Vol.YtY Vol .Gr.QtQ Vol .Gr.FY 10 Q4 ShareYtY Share ChangeQtQ Share ChangeTTL 2,074,108 9.8%-11.5% U 52

17、,232 -8.5%-12.6%2.5%2.5%0.0% Y 314,670 -28.5%-21.3%15.2%15.2%-1.9% Z 386,573 -1.9%18.6%18.6%1.8% G 1,044,331-0.5%-13.4%50.4%50.4%-1.1% S 276,302 -19.4%-3.0%13.3%13.3%1.2%Unit: Kl FY10 Q4 NB Market is not good, TaiWan NB shipmemt decrease ;lTablet influence;l Slack season;l Intel issuel Y series shri

18、nk mainly in PRC Feb;lS series YtY shrink for Netbook market shrink; JanFebMarY in PRC 141,796 39,114 86,153 CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 10 of 17NB market shrink FY11 Q1TW NB Shipment Digitimes

19、 201104/14 FY09 Q4 FY10Q1 FY10Q2 FY10Q3 FY10Q4(e)181331432011167201020122013192Unit: MTablet Shipment Digitimes 2011/02/21Consumr NB by IDCTablet by Digitims CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 11 of 1

20、72011 Feb Y series by Region 10 Feb 10 Feb 11Jan 11Jan 11 Feb 11 Feb YtY Gr.YtY Gr. PRC PRC 112,299 112,299 141,796 141,796 39,114 39,114 -65%-65% REM REM 26,682 26,682 5,084 5,084 1,923 1,923 -93%-93% ASEAN 5,488 2,386 342 -94% EET 7,104 3 114 -98% HTK 818 177 216 -74% India 1,180 101 606 -49% MEA

21、1,632 78 -100% Rucis 10,460 2,339 645 -94% MM MM 4,376 4,376 5,083 5,083 2,560 2,560 -41%-41% ANZ 58 -3 - Japan 1,033 -100% JP 534 29 - NA 3,343 4,488 2,534 -24% WE 3 - LA LA 908 908 952 952 - Brazil - LAS 908 952 - TTL TTL 143,357 143,357 152,871 152,871 44,549 44,549 -69%-69%2011 Feb, Y sharply sh

22、rink (only 44K in 2011 Feb) , mainly for PRCs dropMain volume drop is from PRC only 39K in 11 Feb; CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 12 of 17MIC data: Mar, 2011Netbook market shrink in 2010 Netbook v

23、olume keep on decreasing in the further, YtY Gr. become minus from 2011; Nebook keep focus on 10”, from 2011 Q2, 100% netbook are 10” Netbook CPU has begin to move share to non-Intel CPU, 2011Q2 will be nearly 10% non-Intel CPU on netbook; CNB Function Review Feb 2009 LenovoLenovo Confidential Lenov

24、o Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 13 of 17FY10 Overview By RegionJapanWE5.0%ASEAN2.8%ANZ0.6%NA5.7%LASRucisMEA2.2%India3.0%HTK1.3%EET1.4%4.4%Brazil14.1%5.8%FY1011.49FY098.4955.7%59.1%17.4%4.1%REMPRCMMLA PRC mix% decrease by 3.4%; REM mix% increase by 5.1%;Unit

25、: M CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 14 of 17FY10 by region by Quarter54.6%2,642Q45.6%6.1%15.8%3,1204.8%10.9%3,03960.6%52.7%55.5%6.9%14.1%Q1Q3Q216.0%2,695LAMMPRCREMUnit: M REM mix% grow Q2&Q3; P

26、RC mix% drop from 60.6% Q1 to 54.6% Q4; MM mix% drop to just 10.9% Q3; LA mix% grow from 5.6% Q1 to 6.9% Q4; CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 15 of 17454513513548481515949443643612212212812811 Jan16

27、16Oct802363676511 Feb10310321215947676293293107107109109Sep181833337625959747443437171222266663503508585Nov1,05173734444555577771571571531532222444411511530305959477477156156230230108108287287112112Dec1,223171171262615115111911965651616117117967JulyAug23231531535875871921921,389162162232367671551559

28、9997575494916716716216215115111 Mar1,244527527525252525252Mar525219199202424133133491491323280805959866Apr438438127127757512412440409595252511111144744769694747May3232107107923903656554548181141141414155551313Jun8181444449249248483535418418YUZYBVSGZ2010 Mar 2011 Mar Overview - Commercial + Consumer

29、Mix% in IPG NB: Y 9% in Mar Z 13% in Mar G 42% in Mar CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 16 of 172010 Mar 2011 Mar Overview - Only Consumer 45451515949443643612212212812811 Jan1616Oct62860411 Feb45776

30、76293293107107109109Sep18186323503508585Nov795555515315322221151155959477477156156230230108108287287112112Dec945171171262615115111911965651616117117789JulyAug23231531535875871921921,11816216223239999757516716716216211 Mar989527527Mar19197842424133133491491688Apr43843812712775751241241111114474476969

31、4747May10710774873914114155551313Jun49249248483535418418YUSGZMix% in IPG NB consumer: Y 12% in Mar Z 17% in Mar G 53% in Mar CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 17 of 17AgendaOverviewAMD platformBy ser

32、ies Y Z U S G V/B/ZY Target VS. Actual CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 18 of 17Mix% AMD platform - CY2010 Jan - Dec IPG NB 10%Q111%11%Q39%Q4Q212%Q2Q1Q413%14%Q311%IPG NB Consumer AMDIntelIntelAMD5.6

33、%Z5657.7%Z465U165U455S2050.1%G5755.0%0.4%G56515.9%G55520.2%G465G475G4554.0%7.7%28.1%2.8%B465FY109,13388%88%12%12%FY1011,49590%90%10%10% G series takes 78% AMD shareG: 78% CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confide

34、ntial 19 of 17Mix% AMD platform - 2010 Jan - 2011 Mar IPG NB IPG NB Consumer JulFebAprJunMarAugOctDecFebSepNovJanJanMarMay9%1%12%10%12%8%11%7%9%11%10%9%10%12%6% Jan Feb Mar Apr May June Aug Sep July Oct Nov Dec 11 Jan 11 Feb 11 Mar AMD 10,098 35,056 82,009 100,660 111,521 87,038 85,544 134,475 81,49

35、9 68,976 77,683 135,778 65,116 62,036 151,878 JulFebAprJunMarAugOctDecFebSepNovJanJanMarMay10%2%15%13%15%10%13%9%10%13%12%11%12%15%7% CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 20 of 17Mix% AMD platform - By

36、Region IPG NB IPG NB Consumer Q18%8%1,4781,3258%8%9%9%Q4 Q21,5267%7%Q31,555AMDIntel10%10%1,046Q113%13%Q4 Q31,0759389%9%Q211%11%1,079PRCREM Q4 78011%11%575Q267911%11%14%14%Q1Q341414%14% Q4 62713%13%471Q258213%13%16%16%Q1Q335316%16% AMD mix% by region: MMREMLAPRC CNB Function Review Feb 2009 LenovoLen

37、ovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 21 of 17Mix% AMD platform - By Region IPG NB IPG NB Consumer Q1Q2Q315%15%36711%11%43712%12%290 Q4 20%20%297AMDIntelQ1Q2Q316%16%34212%12%40414%14%255 Q4 25%25%229MMLAQ1Q2Q310%10%1368%8%17611%11%131 Q4 9%9

38、%166Q1Q2Q310%10%1348%8%17311%11%130 Q4 9%9%164 AMD mix% by region: MMREMLAPRC CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 22 of 17Mix% AMD platform - By Series - Z Q431718%18%Q33735%5%Q237311%11%Q19717%17%Q480

39、6%6% Q3 775%5% Q2 7316%16% Q1 1420%20%19%19%Q418016%16%Q32586%6%Q22775%5%Q167MM LAPRC REMNULL26 Q3 54%54%Q47%7% Q2 2144%44%231%1% Q1 16 CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 23 of 17Q486217%17%Q398818%18

40、%Q21,10818%18%Q11,11419%19% Q4 20824%24%Q335820%20%Q231223%23%Q120823%23% Q4 43812%12%Q339617%17%Q242319%19%Q158218%18% Q4 9214%14%Q37617%17%Q212910%10%Q110013%13% Q4 12525%25%Q315819%19%Q224413%13%Q122422%22%MM LAPRC REMMix% AMD platform - By Series - G CNB Function Review Feb 2009 LenovoLenovo Con

41、fidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 24 of 17 Q4 4232%32%3651Q230%30%Q115%15%Q316%16%8832%32% Q4 99%9%610Q235%35%Q139%39%Q36 Q4 2340%40%2317Q233%33%Q111%11%Q318%18%63 Q4 14%14%Q26Q119Q310%10%1022MM LAPRC REMMix% AMD platform - By Series - U NULL C

42、NB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 25 of 170% Q4 Q3Q23716%6%2892%2%Q1257301 Q4 Q3Q220411%11%1494%4%Q11821920%0%MM LAPRCMix% AMD platform - By Series - B NULLNULLNULL CNB Function Review Feb 2009 Lenovo

43、Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 26 of 17AgendaOverviewAMD platformBy series Y Z U S G V/B/ZYTarget VS. Actual CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo

44、Confidential 27 of 17FY10 Overview - By GEO 26.1%26.1%50.6%50.6%44.2%18.7%18.7%Z1,31565.5%10.3%10.3%Y23.1%23.1%80.9%3.8%3.8%ZY661G4,982B1,251S1,14720.1%24.3%24.3%55.7%55.7%IPG NB11,49260.7%V44914.1%14.1%9,1327.3%7.3%1.1%1.1%2.1%2.1%3.7%3.7%16.0%16.0%10.9%10.9%9.2%9.2%99.2%11.7%11.7%IP NB Consumer5.8

45、%5.8%1.3%1.3%5.2%5.2%61.2%21.1%21.1%1,41027782.3%UMMLAREMPRC CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 28 of 17FY10 Overview - By Generation IPG NB Consumer9,13226.7%69.8%3.2%0.4%S1,1478.9%89.1%1.8%G4,98243.

46、7%51.5%4.6%0.2%4.2%Y1,41094.8%0.1%U27730.3%69.7%0.2%1,31595.8%Zx50 x60 x70other CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 29 of 17Y - WW volume of Mar is 117,234 (Feb: 44,578) 22%3%WE94%27%52%76%14%1%WW7%1%L

47、A1%JANZ8%NA38%5%REM6%19%PRC Y470 Y470 Y460P Y460P Y460 Y460 Y450 Y450 Y560P Y560P Y560 Y560 Y550 Y550 TTL TTL China 99181277388586153 REM 48261175297717555 NA 1300286425756739 WE 8601861 JANZ16515180 LA 70297382344012402005746 TTL TTL 99199113701370890768907682382316081160818693869320020011723411723

48、4JANZ0.2%LA4.9%WE0.7%NA5.7%REM15.0%China73.5%Y460pY450Y460Y560Y560PY470Y550CY 2011 Mar Overview - Y Ys volume recover ; CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 30 of 17 EOL: Yx50 has little volume in 2011

49、Mar; New Product: Y470 begin to have volume in PRCY450 & Y460 &Y470Feb130.9Mar92.30.889.11.41.030.80.329.71.2Sep128.6127.80.8Aug100.4100.00.4July52.751.41.4June44.043.30.82011Jan95.693.71.8Apr119.0101.517.5Mar124.237.386.9Feb107.81.2106.52010Jan0.8133.50.6132.60.3Dec130.40.5124.65.4Nov88.286

50、.91.3Oct87.386.1MayY460Y450Y460pY470CY 2010 Jan 2011 Mar Overview - Y CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 31 of 17CY 2010 Jan 2011 Mar Overview - Y Y550 & Y56028.424.921.113.74.0Aug23.021.433.5June

51、2.7Sep1.419.522.129.418.825.0Mar0.28.716.120.2July1.60.010.01.913.840.5DecFeb7.4May23.121.51.6Apr31.821.810.0Mar18.34.014.233.434.32010Jan22.714.25.119.32011Jan0.011.9Nov5.7Oct5.0FebY560pY560Y550 EOL: Yx50 has little volume in 2011 Mar; New Product: Y470 begin to have volume in PRC CNB Function Revi

52、ew Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 32 of 17CY 2011 Mar Overview - Z Z - WW volume of Mar is 166,832 (Feb: 108,135) 17%15%5%9%91%5%99%1%2%78%8%17%WW12%14%20%2%LA20%1%JANZWE78%NA7%REM39%23%7%10%PRC40%35%3%20%Z570Z460Z47

53、0Z360Z370Z465Z560Z56511.0%LAJANZ0.9%WENA1.8%17.6%REM23.4%China45.3% Z370 Z370 Z360 Z360 Z470 Z470 Z460 Z460 Z570 Z570 Z560 Z560 Z465 Z465 Z565 Z565TTLTTL China 2407265753051453450501043775517 REM 37332761908015400598784203839083 NA 4626182672529389 WE 71246111211430 JANZ 3065183083 LA 13135903001430

54、918330 TTL TTL 260926093419034190335753357523923239231957719577136731367310521105212876428764166832166832Zs volume recover; Z470 begin to have 33.6K volume in Mar, 2011, mainly in PRC; CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential

55、Lenovo Confidential 33 of 17CY 2010 June 2011 Mar Overview - Z Z470 begin to have 33.6K volume in Mar, 2011, mainly in PRC; Z470/460/465Z560/56532.7Nov30.4July26.026.3Oct2010 June12.830.7Sep49.3Aug24.3DecMar36.82.634.2Feb13.22011 JanZ370/36015.423.9Feb61.35.953.29.265.15.694.1Aug55.433.662.4Dec51.22

56、011 Jan44.02010 June10.5Sep59.5July88.26.198.74.735.16.282.1Mar28.975.74.771.1Nov68.071.49.066.6OctZ465Z460Z4700.120.8Sep45.4Oct18.12010 June21.01.533.81.914.19.622.012.433.0Feb28.3Mar42.4Nov26.12011 Jan15.9July19.43.624.80.617.4Dec35.3Aug31.628.813.72.523.62.816.5Z565Z560Z370Z360 CNB Function Revie

57、w Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 34 of 17 U260 U260 U460 U460 U160 U160 U165 U165 U150 U150 TTL TTL China 85243171692442411285 REM 7924204231635 NA 6956173261638 WE 4058413 JANZ 41910429 LA108108 TTL TTL 285228525354

58、5354244924494843484310101550815508CY 2011 Mar Overview - U U - WW volume of Mar is 15,508 (Feb: 14,792) 39%15%38%98%WW2%31%16%35%LAJANZ20%2%WENA26%38%REM26%PRCU150U165U160U460U2600.7%LAJANZ2.8%WE2.7%NA10.6%REM10.5%China72.8%Us volume keep stable; CNB Function Review Feb 2009 LenovoLenovo Confidentia

59、l Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 35 of 17CY 2010 Jan 2011 Mar Overview - U U150/160/165/260Dec4.40.7Nov10.44.75.4Oct11.43.618.76.00.7Mar6.1FebAug7.64.62010 Jan1.75.48.80.4July11.31.48.71.2June26.414.01.91.6May11.71.30.110.3Apr12.79.62.93.310.2Mar4.82.

60、410.8Sep12.95.56.75.12.22011 Jan15.36.7Feb4.20.210.64.10.34.2U165U160U150U260 EOL: U150, 450, 460s has nearly no volume in Mar; CNB Function Review Feb 2009 LenovoLenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential Lenovo Confidential 36 of 17CY 2010 Jan 2011 Mar Overview - U EOL: U150