A newly released IDC report on China’s IT services market for the second half of 2024 reveals that Lenovo Solutions & Services Group (SSG) has emerged as the market leader, clinching the top spot in both revenue and compound annual growth rate (CAGR)—a milestone achieved two years ahead of its original 2026 target. The achievement underscores Lenovo’s strategic pivot toward AI-driven solutions and its evolving role as a key enabler of enterprise智能化transformation in China.
This market-leading performance reflects widespread adoption of Lenovo’s hybrid AI solutions and marks a defining moment for its *Sunrise East* strategy—a blueprint launched in 2017 to reposition the company as a 3S (smart devices, infrastructure, and services) leader. Over eight years, Lenovo SSG has leveraged its proprietary *Daybreak Engine* (擎天) technology stack to pioneer industry-first innovations, cementing its position as China’s fastest-growing IT services provider. With AI now at the core of its roadmap, Lenovo aims to lead the sector’s transition from traditional IT services to AI-as-a-Service (AaaS) ecosystems.
Strategic Execution Fuels Eight-Year Growth Streak
IDC data shows China’s IT services market grew 3.8% year-over-year in 2024, with second-half growth accelerating to 6.3%. Lenovo SSG’s *One Engine, Three Arrows* strategy—targeting enterprise, SMB, and consumer segments—propelled its revenue to outpace the market. The group has now dominated China’s managed services segment for four consecutive years, driven by offerings like its AI-powered Banyan Intelligent Platform, TruScale subscription services, and Device-as-a-Service (DaaS) solutions.
Dai Wei, Senior Vice President of Lenovo and General Manager of SSG China, noted that the accelerated market leadership validates the company’s hybrid AI approach. “Our early bets on intelligent transformation and client-centric innovation are delivering tangible results,” he said. Key milestones include launching China’s first City Super Intelligent Platform (smart city 4.0), enterprise-grade AI assistant *LeXiang*, and the Banyan 1.5 AI agent targeting SMEs.
Daybreak Engine 4.0: Powering the AI Service Pivot
The success ties closely to Lenovo’s iterative upgrades of its Daybreak Engine. From its cloud-native 1.0 version in 2017 to today’s Level 3 AI agent-driven 4.0 iteration, the platform has evolved into a hybrid AI powerhouse integrating infrastructure, data orchestration, and model factories. This technological backbone supports Lenovo’s sprawling service network—4,400 service stations and 24,000 engineers across China—which delivered over 30 million AI-powered resolutions last year.
Liu Jun, Executive Vice President of Lenovo China, emphasized that IT services are merely the foundation. “The real battleground is AI services,” he said. “With Daybreak 4.0, we’re redefining how enterprises adopt AI through two delivery models: *Super Factories* for rapid deployment and AaaS for subscription-based solutions.” Early adopters like Yichang City have seen intelligent scenario development costs drop by 70% using Lenovo’s urban AI platform.
Redefining AI Deployment at Scale
As generative AI reshapes IT spending—IDC cites AI infrastructure and data ecosystems as key growth drivers—Lenovo is positioning its hybrid AI architecture as an answer to fragmented enterprise needs. The framework combines five layers: hybrid infrastructure, enterprise knowledge bases, model factories, AI agent platforms, and compliance-ready services.
Notably, Lenovo’s *Super Factory* model slashes AI project cycles by 80%, enabling proof-of-concept validation in 7 days and customized deployment within two weeks. Meanwhile, its AaaS offerings lower entry barriers for SMEs—a segment Lenovo aims to onboard 1 million businesses to its AI ecosystem by 2025.
With Gartner predicting that 33% of enterprise software will integrate autonomous AI by 2028, Lenovo’s early-mover advantage in hybrid AI solutions positions it to capitalize on what Liu Jun calls “the chain reaction of industry-wide intelligent transformation.” As businesses scramble to align with China’s digital economy ambitions, Lenovo SSG’s blueprint offers a glimpse into the future of AI-driven IT services—one where scale meets adaptability.
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