Foreign media: Huawei has begun to cash in, Ren Zhengfei is not ordinary!

We know that since May 15, 2019, Huawei has encountered a series of US sanctions, and the subsequent sanctions have been continuously escalated, and the ultimate purpose of the United States has been very obvious, that is, to target Huawei's 5G and hope to slow down Huawei's development on 5G.

This kind of slowing down the development of Huawei's 5G is multifaceted, initially cutting off the chips of the relevant 5G base stations needed by Huawei, but what everyone did not expect was that Huawei started the backup chip in the safe overnight, and it turned out that Huawei had been preparing for more than a decade in order to cope with the day that had been expected for a long time.

Later, Ren Zhengfei also said in an interview that there were many Huawei operator customers at that time who did not believe that Huawei could continue to supply, so they specially went to Huawei's headquarters to investigate, and after the inspection, they were completely relieved that Huawei could not only use its own chips to continue to supply, but also improved the performance by 30%, and immediately signed several large orders.

Of course, Ren Zhengfei also said that he can authorize 5G to the United States, and even sell 5G technology to the United States, exclusive is also OK, you can see that in fact, Huawei has been tolerating, but now, Huawei has no longer tolerated, because tolerance is useless, in Huawei's words, there is no hope for external factors.

So we see that Huawei has begun to collect patent fees from previously infringing US companies, and billions have arrived.

However, just after Huawei no longer tolerated it, Huawei, it can also be said that Ren Zhengfei began to fulfill his previous promises.

Huawei and Ren Zhengfei began to cash in

Initially, Huawei's mobile phone business was directly affected, because Google no longer provides GMS authorization, and Huawei can no longer use Google's software, which has a great impact on Huawei's overseas business.

To this end, Huawei launched its own research and development of the Hongmeng system to replace Android, with its own HMS to replace Google's GMS, but the most critical thing is to establish a software ecosystem, when Ren Zhengfei said that Huawei needs to use two to three years to build an ecosystem.

The purpose of establishing a software ecosystem is very clear, that is, to reactivate their mobile phone business, to make their mobile phone customers have software available, and it is better software.

According to the data released by the Academy of Information and Communications Technology, from the end of 2021 to the beginning of 2022, the shipment of 5G mobile phones began to decline, but the shipment of 4G mobile phones began to rebound.

This is actually a bit abnormal, because 5G was expensive at the beginning, and now, the price of 5G mobile phones has touched the entry-level machine, so in the impression of many people, 5G mobile phones should be almost popular, how can 4G mobile phone shipments have increased?

In fact, we noticed that by the end of 2021, that is, the fourth quarter, Huawei's main shipment is actually a 4G mobile phone, because the previous 5G chip Kirin 9000 series has been almost exhausted.

Interestingly, IDC's data also found such a phenomenon, and more coincidentally, IDC also pointed out that the rebound of 4G mobile phones is related to Huawei's sharp shift to 4G products.

But if you think about it carefully, you can know that in fact, this seems reasonable, and there are still a large number of shipments of 4G mobile phones, that is, Huawei, and other major brands are shipping 5G mobile phones, and they have long been laid out to the entry machine.

Therefore, it is not difficult to draw a conclusion that although Huawei shipped 4G mobile phones, it has begun to seize the 5G mobile phone market of other mobile phone brands, which eventually led to the rise of 4G mobile phones against the trend, while 5G mobile phones have unprecedented shipments declined.

More coincidentally, but also more interesting, Counterpoint Research also released relevant data, data show that 4G mobile phone shipments still account for about 50%, in the end who has been supporting 4G mobile phone shipments?

The answer is self-evident, and according to the latest news, Huawei's latest folding screen mobile phone Mate X3 has passed the Network Access Review of the Ministry of Industry and Information Technology, of course, it is still a 4G mobile phone.

According to previous statistics, Huawei occupies about 50% of the market share in the folding screen mobile phone market, which is twice that of Samsung, four times that of Xiaomi, and 8 times that of OPPO.

Therefore, in general, Huawei and Ren Zhengfei have begun to cash in, Huawei's Hongmeng ecology has reached its maturity, even if Huawei only supports 4G, but the excellent Hongmeng system and strong mobile phone design capabilities still allow Huawei mobile phones to gain the recognition of users.

In fact, about the Hongmeng system, the friends who have used the feeling should be relatively deep, indeed better than the experience of the Android system, and many of the functions of the system are also very powerful and practical, so many friends will choose to go to Huawei after-sales to increase memory even if the mobile phone memory is small, instead of replacing the phone, it is because they like to use the Hongmeng system.

This may also be why Huawei has added a lot of such after-sales service, because it only needs to upgrade some small accessories slightly, and it can continue to be used at a small cost, which is the ability of the Hongmeng system.

The last point that needs to be explained is that we have noticed that Huawei's 2021 annual report data shows that although Huawei's revenue has decreased significantly, the profit has hardly changed, which of course is indispensable to the strength of Huawei's enterprise business, but it cannot be ignored that the high-end mobile phone business left by Huawei has contributed well.

Although sales were modest, the high-end models that contributed to the main profits were retained.

So we are combining the relevant statistics in the past six months or so, Huawei and Ren Zhengfei have indeed begun to fulfill their promises, and Huawei's mobile phone business has begun to bottom out.

And recently there have been media reports that Huawei seems to have found a solution to 5G, that is, to achieve 5G through external 5G mobile phone cases.

So overall, Huawei seems to have survived the most difficult period of time and begun to go uphill, what do you think of this?