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10 Trends! Huawei's "new trump card" business emerges: a trillion-dollar market larger than 5G

The advent of the digital era has brought unlimited new possibilities for the green and efficient application of energy. In turn, a more reliable and intelligent energy product is gradually gaining popularity in the public eye - digital energy products, which can convert, control and store electrical energy, and is the best means to solve the shortcomings of traditional energy efficiency.

Recently, in the field of digital energy, another big thing has happened. Huawei edited and released the "Ten Trends in Digital Energy White Paper", which is based on detailed study and key insights into the top ten trends of digital energy, judging the top ten trends of digital energy in the future, including: energy digitalization, green power everywhere, full link efficiency, AI support, convergence minimalism, energy network automated driving, integrated smart energy, intelligent energy storage system, super fast charging anytime, anywhere, security and credibility.

In fact, in terms of digital energy, Huawei has been actively investing for a long time and has signed many orders.

On January 27, CR Power and Huawei Digital Energy Company reached a cooperation agreement to jointly promote the development of clean energy and digital energy by using Huawei's digital energy technology and the resource advantages of China Resources Power industry to cooperate in smart power plants, intelligent communications, digital transformation, and photovoltaic power station big data platforms.

10 Trends! Huawei's "new trump card" business emerges: a trillion-dollar market larger than 5G

When it comes to Huawei Digital Energy, the small partners who pay more attention to Huawei will not be strangers. Since Huawei spent 3 billion yuan to establish a digital energy company in June 2021, in the past six months, Huawei has made great moves in the field of digital energy, and has a posture of showing its skills. Many people wonder, Huawei is once again eyeing the digital energy field, planning to share a piece of the pie?

In fact, Huawei's battle in the field of digital energy began decades ago.

As a company that started as a communication equipment, Huawei has high requirements for the environment and power supply. In the 1990s, in order to meet the demand for communication power supplies, Huawei began to invest in independent research on power supply technologies.

Huawei established Mobeck (later renamed "Huawei Electric"), a company that specializes in the production of communication power supplies to deal with issues related to supporting power supplies for Huawei. By 2000, Huawei Electric had a market share of up to 30% in China, and it was the first communication power supply production company in mainland China.

However, the good times did not last long, this year the Internet bubble swept the world, the communication equipment industry ushered in a cold winter, and Huawei also encountered an unprecedented crisis. In October of the following year, Huawei transferred Huawei Electric to Emerson of the United States at a high premium of 400%, an amount of about 6 billion yuan, and changed its name to Ansheng Electric.

The 6 billion yuan at the beginning of the 21st century can be said to be a huge amount of money, and it is this 6 billion that pulls Huawei, which not only allows Huawei to survive the crisis safely, but also opens up overseas markets and lays the foundation for Huawei's overseas layout. The energy business, which was originally only added for the main business, saved Huawei from fire and water at a critical moment.

10 Trends! Huawei's "new trump card" business emerges: a trillion-dollar market larger than 5G

In order to prevent Huawei from selling its energy business and starting a new stove, Emerson also signed a non-compete agreement with Huawei, requiring Huawei not to produce network energy products independently within 10 years, and can only buy Emerson. Although the energy business was sold, Huawei has not been able to put down this sector, and once the contract period has passed, Huawei has picked up the energy business again.

This time, Huawei adjusted the development strategy and market layout of the energy business, in order to meet the arrival of the digital era, Huawei began to study how to digitally empower energy products, launched five major categories of energy products including smart photovoltaics, module power supplies, data center energy, on-board power supplies, and site energy, and entered emerging segments such as photovoltaic energy storage and new energy vehicles.

Due to U.S. sanctions, Huawei's core business has shrunk seriously, and in times of crisis, energy projects have once again helped Huawei break through. In 2019, the total sales of Huawei's energy business exceeded 30 billion yuan, which suddenly became one of Huawei's important sources of revenue.

By 2020, Huawei's smart PV inverter shipments will account for 23% of the world's total shipments, becoming a global leader in the field of inverters. In addition, Huawei's modular data center and USP power supply are the first in the market share in China.

In November 2020, Huawei undertook the construction of the PV project of wukesong ice sports center, and in May 2021, Huawei connected the first phase of the Dingzhuang Reservoir in Dezhou to generate electricity, which is the world's largest water photovoltaic power station.

After the establishment of Huawei Digital Energy Company in June of the same year, Huawei has made a big show. In September, Huawei completed the inverter performance test of Qinghai Photovoltaic Power Station at one time, which is the world's first "corridor" that can fully deliver clean energy. At the same time, it has also signed relevant agreements with Henan Province to help Henan promote rooftop photovoltaic projects.

10 Trends! Huawei's "new trump card" business emerges: a trillion-dollar market larger than 5G

In November, Huawei established five more legions. Among these legions, smart photovoltaics and data center energy are all related to digital energy, which is enough to show that Huawei attaches great importance to digital energy.

Huawei has re-set sail in the digital energy track, and the most exciting thing is that it has won the world's largest energy storage project, the Saudi Red Sea New City Energy Storage, to help convert its electricity into new energy. The scale of Saudi Arabia's Red Sea New City is as high as 1300MWh, and the upfront investment is 95 billion US dollars.

The world's largest 100 billion project into the pocket, can help Huawei open up its popularity in the field of digital energy, in the energy storage track also took a big step forward, the future will have a steady stream of related orders to find Huawei, symbolizing Huawei has made a great breakthrough in the field of digital energy.

Now that Huawei has once again launched all-round cooperation with China Resources Power, the development of the digital energy field can also get more industrial resources to help, which can not only accelerate the layout, but also promote the development of the digital energy industry in mainland China.

Ten years of grinding a sword, Huawei has been deeply cultivating in the energy field for 20 or 30 years, making the plate bigger. Now, under the malicious suppression of the United States, Huawei has once again shown its sword and made a big move in the field of digital energy. Digital energy may become another "king explosion" for Huawei, helping Huawei survive this crisis, gathering resources, and achieving faster and better development.

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