Huawei's ecology is deep

Figure: Figure worm

Source: 21tech

Author: Luo Yiqi

Editor: Zhang Weixian

In 2022, MWC (Mobile World Congress) finally arrived as scheduled, Huawei, Google, Samsung and other giants gathered, this year's communications industry vane has set sail.

On the one hand, 5G and other "connectivity" topics are always hot spots, on February 28, Huawei managing director, operator BG president Ding Yun said at the summit: "5G global scale commercialization for more than 2 years, in terms of network coverage, terminals, user scale and other aspects of rapid development, as of the end of 2021, more than 200 operators around the world have deployed 5G commercial networks, the number of 5G users has exceeded 700 million, more than 1200 commercial terminals, user growth has brought commercial returns, and driven the continuous construction and development of the network." ”

On the other hand, terminal products are also the focus of attention, and Huawei's consumer business launched seven new terminal products at the smart office spring conference. Including the notebook MateBook X Pro, the all-in-one MateStation X, the two-in-one notebook MateBook E, the printer PixLab X1, and Huawei's first ink level board MatePad Paper, HarmonyOS tablet MatePad.

This time Huawei focused on PCs and other product lines, the office field of all-scenario layout, Huawei consumer business CEO Yu Chengdong said that the full-scenario smart life is the long-term strategy of Huawei's consumer business in the next 5-10 years.

At present, in the case of the obstruction of the industrial chain, Huawei is also accelerating the expansion of the terminal pattern when consolidating B-end strong businesses such as 5G.

Giants compete in terminal ecology

In terms of terminal business, Huawei is still under pressure. In the fierce mobile phone market, major brands are grabbing Huawei's share. IDC data shows that in 2021, China's smartphone market shipments will be about 329 million units, an increase of 1.1% year-on-year, and the top five manufacturers in China's smartphone market shipments throughout the year have become vivo, OPPO, xiaomi, Apple and honor.

During the MWC, Samsung, Honor, OPPO and other companies will display folding screen mobile phones, watches and other products to compete in the new year. In the face of challenges, Huawei continues to tackle the problems of the industrial chain while further penetrating into the consumer goods category of all scenarios such as PCs.

In addition, Yu Chengdong also disclosed the latest progress of HMS: "At present, the number of developers accessing Huawei's HMS services has exceeded 5.4 million, more than 187,000 applications have integrated with HMS Core, and the monthly active users of AppGallery in Huawei's app store have reached 580 million. ”

The PC market has also become the focus of the layout of technology companies, and the online demand has doubled in the past two years, and the PC market has continued to be hot. Taking laptops as an example, Strategy Analytics recently released a research report showing that global laptop shipments, after reaching a high point in 2020, increased by 19% year-on-year in 2021, again reaching a record 268 million. From terminal brand manufacturers such as Huawei to upstream BOE and TCL Huaxing panel manufacturers, they are making more capacity allocation and resource increase for the PC screen.

On the other hand, software-level updates have also brought new ecological competition to the PC market, such as Microsoft's latest desktop operating system Windows 11 can support Android applications running on the computer side. In the past two years, Huawei has also been pushing the concept of HyperTerminal, and with the help of Hongmeng operating system, the hyperterminal capabilities have also been enhanced.

It is understood that in 2021, Huawei will launch the hyperterminal for the first time, bringing a "pull-and-close" connection method, so that Huawei devices can become each other's functional modules and share resources after connecting. Now, HyperTerminal has joined the field of smart office, through the PC's Hyperterminal interface, the PC can be "pulled and closed" with Huawei mobile phones, tablets, displays, or smart screen devices to achieve capability expansion. For example, after connecting your phone to your PC, you can open up to three phone application windows on your computer to multitask.

Judging from the latest actions of major companies, the scene interconnection of multiple terminals has become the common direction of giants. Moreover, in the office scene, through the PC and mobile phone interconnection, on the PC operation of mobile phone applications and other needs are more and more, users hope to further improve work efficiency through single-screen operation, multi-task windows, etc., based on these appeals, software and hardware manufacturers are committed to making the software on the mobile phone can be used on the computer, the ecological competition is more white-hot.

B-side services are reinventing

It can be seen that Huawei continues to promote the systematic ecological layout such as HMS, Hongmeng operating system, and hyperterminal; on the other hand, Huawei is also increasing the size of B-end services, of which 5G, cloud and other services are closely related to the digital economy, and Huawei wants to further open up growth space with upstream and downstream industrial chains such as operators.

The global digital economy is developing rapidly, and the digital economy will account for more than 50% of GDP in 2022, and the governments of many countries or regions such as the European Union, China and South Korea have announced huge digital economy investment plans. As ICT infrastructure providers, operators, equipment vendors, etc. are all important construction players.

Ding Yun said that the vitality of the digital economy can be assessed by three dimensions, namely the density of the connection, the diversity of computation, and the intensity of carbon emission reduction, and operators can find new opportunities to reshape the future development of the digital economy in these three dimensions.

In the field of connectivity, operators can achieve business success along the path of 5G user scale growth to service expansion; in the computing field, operators can help enterprises digitally transform and achieve new growth through the deep integration of connectivity and IT; in the field of carbon emission reduction, Huawei's ICT green solution will help operators continuously increase network capacity and reduce energy consumption per bit to achieve green development.

Talking about the B-end commercialization of 5G, Ding Yun said: "5GtoB private network has been commercialized on a large scale in many industries in China, Huawei, together with operators and partners, has signed more than 3,000 commercial contracts for 5G industry applications, accumulated rich experience in industry applications, in Inner Mongolia, China, coal mines use 5G remote control shearers, so that coal miners enjoy a safe and comfortable working environment." ”

At the same time, he also mentioned that in the era of industry digitalization, IT infrastructure, as the digital foundation of operators, needs to accelerate the reconstruction to promote efficient operation collaboration, through ICT collaboration, cloud-edge collaboration, cloud-network collaboration, etc., Huawei helps operators to transform digital intelligence and achieve new revenue growth, for example, in the Asia-Pacific region, operators adopt Huawei's OneStorage solution to reduce TCO (total cost of ownership) by about 30%.

It is worth noting that in addition to the original BG system, Huawei is also entering the digital market through the legion organization. Previously, Huawei has established a coal mine corps, a smart road corps, a customs and port corps, a smart photovoltaic corps, and a data center energy corps, with a total of more than 300 people. The team of the legion is still expanding, which is also an organizational change under Huawei's "survival" strategy.

While investing in R&D and innovation, Huawei also needs more "grain" reserves, and organizational departments such as the Legion have undertaken the heavy responsibility of "broad grain". It can be seen that the legion shoulders the heavy responsibility and directly seeks growth in the market. In 2022, Huawei is still facing new challenges, and how to further develop the supply chain and how to break through the digital market needs to be dynamically observed.

Editor: Lu Taoran