First, the introduction
On February 11, since Huawei was targeted by the West and was put into the trade "blacklist", the outside world, including many domestic and foreign media, are not optimistic about Huawei's future, after all, as a private company, in the face of technical sanctions by technology powers, it is really difficult to retreat, because examples abound in history, such as Japan's Toshiba Semiconductor, France's Alstom, etc., all of which are in a slump under Western technology sanctions.
However, Huawei's performance is greatly unexpected by the outside world, even under the new Western regulations, a full thirty-two months have passed, in addition to the smartphone business has been seriously affected, other businesses have risen steadily, such as 5G, smart cars, smart homes, Hongmeng system, Euler system, enterprise services, cloud computing, etc.
Second, Huawei, congratulations, is the world's first
With the help of these businesses, huawei created nearly 630 billion yuan in revenue last year, and the net profit even exceeded 10%, which shows that under the strictest pressure in the West, even if advanced semiconductors such as chips are restricted, but through Huawei's multi-handed preparation, Huawei has basically survived.
Smart cars, 5G, smart homes, cloud computing, enterprise services, etc. will create a large amount of revenue for Huawei in the future, which is enough to offset the losses caused by smart phone digestion, and the Hongmeng system and Euler system are more focused on the future era of the Internet of Things, while getting the right to speak in the industry, completely avoiding the restrictions of the new Western regulations.
Recently, a data came, Huawei is the world's first, not long ago, the world's well-known communications research institute Dell & aposOro Group announced a communication data, last year Huawei's communication equipment market share reached 26%, still ranked first in the world, significantly ahead of the old rivals Ericsson (15%) and Nokia (15%).
And according to the data, compared with 2020, Huawei's market share fell sharply by 3% last year, even so, it can still get the world's first, which shows Huawei's market dominance.
Third, under the suppression of the West, why can Huawei still win the world's first place?
In the face of such a thorough technological suppression by the West, why can Huawei still win the world's first place? What is Huawei's reliance on? The author believes that there are three main aspects.
First, Huawei 5G patent world first, according to the latest patent data released by statistic, Huawei's 5G patent share reached 15.4%, ranking first in the world, especially in terms of core patents, Huawei has achieved 3147 standard necessary patents, any manufacturer that needs to use 5G technology, can not avoid Huawei 5G patents, before use, not only through Huawei's authorization, but also need to pay a certain patent royalties.
Second, Huawei's high R & D investment continues, for example, in 2020, Huawei invested more than 130 billion yuan, all for scientific and technological research and development expenditure, last year's difficult situation, Huawei did not flinch, or took out more than 120 billion yuan for scientific and technological research and development breakthroughs, these high R & D investment, for Huawei to bring a large number of patented technologies.
Third, Huawei's transformation is very successful, under the pressure of the West, Huawei has supported it for more than 32 months through the reserve chip, and gradually transformed into the software field, intelligent car solutions, smart home solutions, Hongmeng systems, Euler systems, etc. are on the right track, and will soon create a lot of revenue for Huawei.
Fourth, Huawei's 5G position is solid, but it will face three major challenges
According to the data released by Dell & AposOro Group, although Huawei's 5G position is very stable, it is an undeniable fact that under the new Western regulations, Huawei's market share has declined by 3%, so in the future, when the Western new regulations have not been loosened, Huawei will still face three major challenges.
As of February 11, the distribution of global 5G orders is very clear, Ericsson has obtained 150 orders, ranking second in the world, while Nokia ranks first in the world with 165 orders, Huawei is still stuck in 91, with the support of the domestic market, it has retained the world's first market share.
Second, the West has established a 5G open alliance, Ericsson, Nokia, Samsung, Qualcomm, Intel, Apple and other technology giants are members of the alliance, the main purpose of the alliance is to share 5G technology, the development of new 5G standard products, so as to get rid of the restrictions of Huawei's 5G patents, the United Kingdom has begun to install tests of related products.
Third, the domestic 5G network basically completed coverage, since last year, Huawei has received full support from the four major domestic operators, most of the orders have been handed over to Huawei, and now the domestic 5G network construction is basically completed, which also means that Huawei's domestic operator business will decline significantly.
5. Conclusion
Of course, Huawei has long seen the problem, in addition to keeping up with the pace of domestic semiconductors, Huawei has transformed to the third stage of 5G in advance, established a new five "legion" architecture, applied 5G technology to industrial, civilian and other fields, and exerted huawei's 5G technical advantages while creating new revenue growth points for Huawei.
Well, Huawei, congratulations, and it is the first in the world, what do you think?