Recently, Huawei announced the first quarter of 2022 statement, according to the data, huawei revenue in the first quarter of 131 billion yuan, compared with 152.2 billion yuan last year, down 13.9%.
The profit margin is only 4.3%, which is calculated to be a profit of 5.63 billion yuan, down 66.5% year-on-year, which may be the lowest profit and the lowest profit margin of Huawei in recent years.
Since its release in June last year, the Development of harmony OS 2.0 (Hongmeng), which has made the whole network "climax", has also slowed down this year.
It should be known that at the end of 2021, Yu Chengdong said that it covered 220 million mobile phone users and 100 million+ Internet of Things users, that is, 320 million+, which is equivalent to 320 million development in 7 months.
But by April 28, Huawei's new product launch, Yu Chengdong said that the current mobile phone users are 240 million, the Internet of Things users are 150 million, adding up to 390 million, equivalent to only 0.7 billion in these four months, compared with last year's speed, the difference is too far.
And these data all show that Huawei has now truly ushered in the "darkness before the dawn".
In fact, this is not difficult to understand, first, the first quarter of Huawei mobile phones entered the most difficult time, because Huawei's own Kirin chips are out of stock, and Qualcomm's chips have not yet been supplied in sufficient quantities, so the sales of mobile phones in the first quarter fell to the bottom, worse than the fourth quarter of last year, resulting in a decline in revenue and profits.
At the same time, there are not many new mobile phone releases, old users have upgraded Hongmeng, and the natural development of Hongmeng users has become slower, and it can no longer be like last year, as long as the EMUI system is upgraded to Hongmeng.
In addition, the operator business does not have much broad space, the overseas market is limited, and the domestic market is so large, so many manufacturers are divided, and the domestic progress has always been relatively rhythmic, and it is impossible to develop rapidly.
In addition, Huawei's smart car business, there is no good result at present, although the M5 sold more than 3,000 units in March, but the revenue and profit contributed to Huawei are still small.
In addition, the newly established legion, 5G, digital landing and other businesses, have not really blossomed, and it will take time, so these combined have led to a poor performance in the first quarter.
However, as mentioned earlier, it is only the "darkness before dawn", as long as you survive this darkness, you will usher in the dawn, after all, now the mobile phone has begun to return, Yu Chengdong said that the supply chain has improved, the supply volume has increased, and you can buy it if you want to buy. At the same time, the consumer business was renamed as the terminal business, and the B-end enterprise business was increased.
At the same time, the M5 has finally broken out, the smart car business can be expected, coupled with the establishment of many legions, the next will play an important role, so although it is very "dark" now, but the dawn is indeed coming.