After the revision of the rules such as chips, Huawei's various business performance is not very clear, in 2021 Huawei's revenue was only 636.8 billion yuan, down 28.6% year-on-year, mainly because the consumer business was affected, and the revenue decreased by more than 240 billion yuan year-on-year.
However, in 2022, Huawei's overall situation is developing for the better. On April 28, Huawei announced its first quarter performance report, with revenue of 131 billion yuan, down 13.9% year-on-year.
Although the revenue in the first quarter is still declining, compared with the 28.6% decline in 2021, Huawei's impact on sanctions is decreasing, and Huawei's rotating chairman Hu Houkun has made a response.
Hu Houkun pointed out that Huawei's revenue decline was due to the greater impact on consumer business, but the overall operating results were in line with expectations, and Huawei's ICT infrastructure business achieved steady growth.
From this point of view, the losses caused by the impact of the sanctions on Huawei's consumer business are being filled by ICT infrastructure and other businesses, based on ICT infrastructure, Huawei has built industry-leading ICT intelligent car solutions and developed a set of HarmonyOS smart cockpits.
Since the beginning of this year, the first M5 car equipped with the Hongmeng system has also achieved sustained best-selling, and many sources are indicating that Huawei is coming out of the context of sanctions, and even foreign media have said that Huawei has become more and more stable, and the future will be unstoppable!
On the one hand, hongmeng system as the focus of future development, to create an ecosystem can allow Huawei to obtain a steady stream of revenue growth, and now according to Yu Chengdong's latest disclosure, Huawei equipment equipped with Hongmeng OS has exceeded 240 million units, ecological equipment shipments of more than 150 million units.
This data means that the total number of devices equipped with Hongmeng OS has exceeded 390 million units, and Hongmeng OS has become a super system of scale from scratch.
On the other hand, Yu Chengdong also said that Huawei's consumer business has been upgraded to a terminal business, and in the future, in addition to C-end consumers, it will also face customers in many fields such as government and enterprises.
This means that Huawei terminals will no longer be limited to the C-end market, and large customers in the B-end field will usually purchase in bulk, and an order is a lot of revenue, which will be able to effectively fill the impact of consumer business under the background of sanctions.
Of course, in the context of the entire business, continuously increasing R&D investment is also a very critical part, and Huawei is precisely because of increasing R&D investment and maintaining the ability to continue to innovate that it has been able to swim against the tide under sanctions.
It is understood that Huawei's R&D investment in 2021 will be 142.7 billion yuan, accounting for 22.4% of the annual sales revenue, and the cumulative R&D expenditure invested in the past decade will exceed RMB 845 billion.
Ren Zhengfei also said that in the future, 20% of revenue will be spent on research and development investment every year.
It is precisely by relying on a huge investment in research and development that Huawei has gained a firm foothold in various fields, and although the mobile phone business has been affected, Huawei still insists on launching innovative new products.
For example, the newly released folding screen mobile phone Huawei Mate Xs 2, the whole machine weight is only 255g, using many innovative materials, successfully achieved the lightest body in the same specification folding screen mobile phone.
Moreover, Huawei Mate Xs 2 also has the best product experience in the industry in terms of interaction, and has realized the large-screen adaptation of many mainstream applications, providing users with the advantages and values of large-screen mobile phones.
It is precisely because of its strong technical strength that Huawei has always maintained a strong side in such a big environment.
No matter how difficult it is to start from scratch, Huawei always believes that as long as it insists on innovation, it can embrace the future, and the all-scenario smart life is Huawei's new battlefield.
Therefore, foreign media believe that Huawei's current situation has become more and more stable, and the future will be unstoppable. What do you think about this, welcome to comment, like, share.