On December 31, on the last day of 2021, Guo Ping, Huawei's rotating chairman, delivered a 2022 New Year's speech, in addition to announcing Huawei's revenue in 2021.
Huawei's revenue in the fourth quarter of 2021 was 178.2 billion yuan, down 19% year-on-year. The full-year revenue in 2021 was RMB634 billion, down 28.9% year-on-year.
The main reason for Huawei's revenue plunge is in the consumer business, which ultimately comes down to the fact that the mobile phone business is in a very unsatisfactory state in 2021.
Although Huawei officials did not give the overall sales data of Huawei mobile phones in 2021, according to some current segmented data, Huawei's overall mobile phone shipments in 2021 should be around 45 million units. Compared with Huawei's mobile phone sales of about 170 million units in 2020, sales can be said to have plummeted.
Of course, we all know exactly why Huawei's mobile phone business is not ideal. In May 2020, the U.S. Department of Commerce's Bureau of Industry and Security (BIS) announced that Huawei would strictly restrict huawei's use of U.S. technology, software, and manufacturing semiconductor chips. In addition, other chip manufacturers, such as Qualcomm and MediaTek, cannot supply chips to Huawei.
The sudden issuance of this ban can be said to have caught Huawei by surprise, although Huawei has its own independently designed and developed HiSilicon Kirin chip, but Huawei has always handed over the Kirin chip to TSMC for production.
And Huawei itself does not have the ability to produce chips, of course, not only Huawei is like this, chip design and chip production are two different things, major chip manufacturers such as Qualcomm, MediaTek, Apple's chips are also handed over to TSMC to produce.
Then, under the influence of the US ban, the previous TSMC can no longer produce chips for Huawei. In China, due to the late start of the semiconductor industry, it can only produce some low-end chips with older processes, and it is impossible to produce high-end chips designed by HiSilicon.
The importance of chips to mobile phones is self-evident, and in this case, Huawei's mobile phone business can be described as a difficult step. Huawei mobile phones without "cores" available are out of stock in a large area, and their market share has plummeted.
Throughout 2021, huawei has to turn to the previously abandoned 4G mobile phone market in order to continue the life cycle of the mobile phone business. From high-end flagship mobile phones to low-end thousand-yuan machines, almost all of them are 4G mobile phones.
But in today's market, although 5G networks have not yet fully popularized. But it is undeniable that this is only a matter of time, and the market for 4G mobile phones is shrinking. In this environment, it is natural that Huawei's mobile phone sales in the 4G mobile phone market are not ideal.
In addition to opening the mobile phone, the greater impact is undoubtedly Huawei's HiSilicon chip. According to the global smartphone chip shipments in the third quarter of 2021 announced by market research agency Counterpoint, Huawei's HiSilicon chip market share is only 2% today, compared with 13% market share last year, the market share of HiSilicon chips can be said to be a cliff-like plunge.
However, even if the chip cannot be produced, Huawei has not chosen to abandon the HiSilicon chip business. Huawei executive Xu Zhijun has said many times that "Huawei has no profit requirements for the HiSilicon department, and if conditions permit, as long as Huawei can afford it, it will continue to raise this team to continue to move forward, and they can continue to develop to prepare for the future." ”
Kirin 9000 uses TSMC's 5nm chip process and is now advanced. The mass production of 4nm and 3nm still needs a lot of time, and even if it is mass-produced, it will not produce a cross-level performance power gap, so the Kirin processor has a dormant time. In addition, with the expansion of Huawei's product line, the demand for various chips under the mature process is very large, and special non-general-purpose chips such as automotive chips, TV chips, wearable device chips, and even mining chips have research and development needs, which can fill the HiSilicon department.
In addition, there has been news that Huawei's HiSilicon department is currently developing a new generation of Kirin 9010 chips.
Overall, under the influence of the ban, Huawei's current situation is indeed very difficult, and the huawei mobile phone that was proud in the past can only live hard. But we can also see that even in such an environment, Huawei did not choose to give in, but rose to the challenge, hoping to play a new world through its own fist, and the appearance of the Hongmeng system further confirmed this.
After a period of development, the current state of the Hongmeng system can be described as very good. At the Huawei new product launch conference on December 23, Yu Chengdong announced the latest progress of Hongmeng Ecology.
Up to now, the number of Huawei devices equipped with HarmonyOS has exceeded 220 million, and the shipment of new ecological devices in HarmonyOS Connect in 2021 has exceeded 100 million.
This achievement can be described as very amazing, in the short time that the Hongmeng system was launched, the number of devices exceeded 220 million. This growth rate is unprecedented, whether it is An android system or an iOS system, it is far inferior to the Hongmeng system in terms of growth rate, and the Hongmeng system can be said to be the fastest developing intelligent terminal operating system in history.
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(Note: The above picture comes from the Internet)