First, the introduction
On January 4, for Huawei's 5G technology, in order to hinder Huawei's development, the West can be said to do everything to the extreme, first detained Ren Zhengfei's eldest daughter Wanzhou for no reason, and then four consecutive new regulations were all aimed at Huawei, restricting Huawei's access to advanced semiconductors, technologies, systems, equipment, etc. in the global market, from TSMC to SMIC, from Qualcomm to Samsung, from Google to Microsoft, for more than three years, Huawei is facing the difficult situation of "lack of core and less soul", even so difficult, Huawei under the leadership of Ren Zhengfei's far-sightedness, Through the huge inventory and advanced spare tire plan, Huawei is still tenacious and survived.
Second, 634 billion, Huawei's revenue in 2021 fell by 257.4 billion yuan year-on-year
Of course, an unavoidable fact is that although Huawei has persisted, but in terms of revenue volume has suffered the largest decline in history, recently, Huawei rotating CEO Guo Ping announced last year's financial report, last year's four quarters of Huawei's total revenue of about 634 billion yuan, compared to last year's 891.4 billion yuan, in the total revenue of Huawei fell by 257.4 billion yuan, it can be seen that under the suppression of many rounds of Western pressure, it still caused huge "harm" to Huawei, on the surface, The new Western regulations not only caused Huawei's negative growth, but even 5G orders were snatched up by Ericsson Nokia.
In fact, according to Huawei Guo Ping's statement, the new Western regulations did not make Huawei "hurt the bones", only the end consumer business of the three core businesses has been greatly affected, and the enterprise-level business and operator business are stable and rising, especially the enterprise-level business, but also achieved rapid and healthy growth, under the strict suppression of western technology, the lack of core chip support, mobile phones, 5G and other hardware businesses are greatly affected, Huawei can still achieve 634 billion yuan of revenue, such a report card is so "eye-catching", Not only exceeding the Expectations of the West, but also allowing the Chinese people to have more expectations for Huawei.
Why is Huawei's 2021 report card so "eye-catching"?
Why is Huawei's 2021 report card so "eye-catching"? The author believes that there are two main reasons, first, Huawei's brand influence, in the loss of smart phones and other terminal business support, the most important consumer products were snatched away by the five major competitors Apple, Samsung, Millet, oppo and vivo, Huawei through brand advantages, 5G, enterprise services, etc., won the recognition of the four major domestic operators, thus getting most of the 5G market share, such as this year's two tens of billions of 5G bidding projects, Huawei has made more than 50 billion yuan of orders.
Second, Huawei's strong scientific research strength, whether it is to win most of the orders of the four major domestic operators, or to transform into the software field, are inseparable from the support of core technologies, where does the core technology come from? The need for long-term huge investment in research and development, the reason why Huawei has not been knocked down by the new Western regulations, 5G technology, Hongmeng, cloud computing, Euler, intelligent cars and other core technologies are indispensable, so last year in such a difficult situation, Huawei Ren Zhengfei is still unwavering, taking out 141.9 billion yuan, recruiting talented teenagers, expanding the HiSilicon team, forming a optical chip factory and other measures, all of which are to enhance Huawei's scientific research strength.
Why can Huawei survive with quality? The three new industries can be expected in the future
At this stage, the new regulations for Huawei in the West are still not loosened, 5G, high-end semiconductor technology, equipment, products have not been able to achieve free trading, but Guo Ping is full of confidence in Huawei's future, not only can survive, but also can survive with quality, why can Huawei survive with quality? The author believes that the future of the three major new businesses can be expected, the first, Huawei intelligent car business, with the smart phone this lessons, Huawei chose to become the role of incremental suppliers in the automotive field, not long ago Huawei launched the world M5 smart car, quickly obtained consumer recognition, as of January 4, Huawei has created 6500 units of orders in a few days, at least 1.625 billion yuan, the future there will be more than a dozen car companies will be huawei intelligent car solutions to launch new cars with the support of Huawei smart car solutions.
Second, Huawei Hongmeng system, as a self-developed system that came out in advance, Huawei positions the field of Internet of Things, unified mobile phones, PC computers, home appliances, industrial manufacturing and almost all other fields, the current Hongmeng system in the domestic market has created 320 million users, laid the basic disk, and next year will enter the European market, with Apple IOS and Google Android to carry out the most direct head-on competition. Third, Huawei's Euler system can actually be seen as a special edition of Hongmeng, which is dedicated to core areas such as digital energy, completely getting rid of the monopoly position of Windows and Intel.
5. Conclusion
Even in the Western technology suppression, Huawei completely recovered the smart phone business still needs a certain amount of time, but with the support of the three new industries, Huawei's future is still promising, first of all, the smart car business will create tens of billions to hundreds of billions of cash flow for Huawei, which can temporarily replace the lost revenue of the smart phone business; secondly, the Hongmeng system, The Euler system have donated it, completely open source, is the real domestic system, the future with the continuous increase of third-party software and hardware manufacturers, the revenue growth created by Huawei is immeasurable.
Well, 634 billion, Huawei handed over a "bright" report card, the three new industries can be expected in the future, what do you think?