A pochi giorni dall’acquisizione da parte di Lenovo
del business dei server x86 da Ibm, arriva, non senza sorpresa (visto che erano mesi che un certo tam tam dava Lenovo sempre più interessata alla telefonia), l’annuncio di un’analoga operazione con
Motorola Mobility. L’accordo, in questo caso, è stato siglato con
Google, che nell'estate del 2012 aveva acquisito il brand Motorola Mobility, e la transazione ha un valore di
2,91 miliardi di dollari. Si tratta di una cifra parecchio inferiore ai 12,5 miliardi di dollari che Google sborsò solo due anni e mezzo fa per ampliare il raggio d’azione verso i dispositivi mobile e che consente a Lenovo-Motorola di posizionarsi al terzo posto nel mercato mondiale degli smartphone dopo Samsung (32%) e Apple (15%).
Google, di contro, ha perso tempo a cercare di ridisegnare Motorola e a ridurre l’organico di quella che era Motorola Mobility, scendendo dagli iniziali 20.000 dipendenti al di sotto dei 15.000. Inoltre, già erano stati ceduti pezzi dell’azienda rilevata nel recente passato, ad esempio
la parte Motorola Home Business ad Arris Group ceduta nel luglio 2013. Va poi detto che i brevetti della divisione erano stati valutati inizialmente 5,5 miliardi di dollari e una parte di questi (circa 17.000 documenti) non fanno parte dell’accordo con Lenovo.
Ecco il commento ufficiale di Larry Page, CEO di Google.We’ve just signed an agreement to sell Motorola to Lenovo for $2.91 billion. As this is an important move for Android users everywhere, I wanted to explain why in detail.
We acquired Motorola in 2012 to help
supercharge the Android ecosystem by creating a stronger patent portfolio for Google and great smartphones for users. Over the past 19 months, Dennis Woodside and the Motorola team have done a tremendous job reinventing the company. They’ve focused on building a smaller number of great (and great value) smartphones that consumers love. Both the Moto G and the Moto X are doing really well, and I’m very excited about the smartphone lineup for 2014. And on the intellectual property side, Motorola’s patents have helped create a level playing field, which is good news for all Android’s users and partners.
But the smartphone market is super competitive, and to thrive it helps to be all-in when it comes to making mobile devices. It’s why we believe that Motorola will be better served by Lenovo—which has a rapidly growing smartphone business and is the largest (and fastest-growing) PC manufacturer in the world. This move will enable Google to devote our energy to driving innovation across the Android ecosystem, for the benefit of smartphone users everywhere. As a side note, this does not signal a larger shift for our other hardware efforts. The dynamics and maturity of the wearable and home markets, for example, are very different from that of the mobile industry. We’re excited by the opportunities to build amazing new products for users within these emerging ecosystems.
Lenovo has the expertise and track record to scale Motorola into a major player within the Android ecosystem. They have a lot of experience in hardware, and they have global reach. In addition, Lenovo intends to keep Motorola’s distinct brand identity—just as they did when they acquired ThinkPad from IBM in 2005. Google will retain the vast majority of Motorola’s patents, which we will continue to use to defend the entire Android ecosystem.
The deal has yet to be approved in the U.S. or China, and this usually takes time. So until then, it’s business as usual. I’m phenomenally impressed with everything the Motorola team has achieved and confident that with Lenovo as a partner, Motorola will build more and more great products for people everywhere.
