ZTE lost five years
- Where should we go in the future?
At noon on the 23rd, ZTE issued an announcement that the company received a court judgment on March 22, 2022 (US time), ruling not to revoke ZTE's probation period (that is, the probation period will expire on March 22, 2022 (US time)) without any penalties attached, and confirmed that the term of office of the Ombudsman will end on the original march 22, 2022 (US time). This announcement means that ZTE, which has been sanctioned for five years, has officially unsealed.
Today we are going to discuss five years of time, what has ZTE lost? And where ZTE will go in the future.
In five years, the essence of the sanctions against ZTE is chip supply cut, the core of which is Qualcomm's chip supply cut, which directly affects ZTE mobile phone tablets and other forms of products can not be produced and shipped, can only rely on the operator's 5G base station and domestic government and enterprise affairs support. It can be said that ZTE lost the best five years of the intelligent era, ZTE originally benchmarked Huawei, with Huawei also sanctioned, Huawei and ZTE fell out of the mainstream camp of China's intelligent equipment together, Huawei can also rely on Hongmeng and the glory of being spun out to continue to support, ZTE is very miserable, from the past five ZTE revenue can be glimpsed.
The smart era is almost saturated, and the frequency of people changing mobile phones will be greatly reduced, so what can ZTE rely on in the future rise?
As a company that has been immersed in the Internet of Things industry, specifically in the field of positioning systems for nearly a decade, Benxiao positioning has given him a trick to spend: ZTE can take this opportunity to completely transform into an Internet of Things enterprise. Among them, it can do positioning products, Huawei has this similar business; it can also do Internet of Everything products, such as artificial intelligence-side biased hardware products, and ZTE itself is a company with strong hardware genes; ZTE can rely on the experience it has accumulated in the government and enterprise industry in the past five years to increase the service scope of government and enterprise systems and information products; in addition, ZTE can dig deeper in the relatively low-patent areas of the United States such as edge computing and servers.
I think ZTE can get good revenue with its years of technical accumulation and brand effect.
But the most important thing is still the main business, that is, the communications industry itself. I think ZTE can take advantage of the slow progress of 5G and the undetermined gap period of 6G standards to come up with its own unique products, but the future business model I feel needs to be updated, that is, slowly change from product provision to my solutions, so that it can bind a number of other large-scale communication companies around the world, once the black swan event of five years ago appears again, it will not be helpless.
Having said so much, there is still one point that we need to pay attention to, that is, whether from the perspective of the industrial chain or policy support in China, I think it is necessary to escort the national brand more, and we cannot let these developing enterprises suffer and stagnate again.