Since being sanctioned by the United States, Huawei has had a very difficult life in the past three years, and its strides from the previous have suddenly become difficult, because it has been cut off in all directions, TSMC stopped chip foundry, Google cut off Android and services, and so on.
However, Huawei was not collapsed by the United States like Toshiba in Japan and Alstom in France, but faced various difficulties head-on, tried to find a way out, not only survived, but also began to live with quality, it can be said that Huawei survived!
First, Huawei's revenue began to stabilize
Xu Zhijun, Huawei's rotating chairman, said that the annual revenue in 2022 is expected to be 636.9 billion yuan. Compared with the slight increase in revenue in 2021, this shows that Huawei's situation has been basically stable, and the momentum of revenue decline has been curbed.
Xu Zhijun commented that Huawei's 2022 is a year of gradual turning crisis into safety. In other words, the three-year sanctions of the United States have basically failed, Huawei has survived the sanctions dilemma, and Huawei will start normalizing the normal operation of sanctions in 2023.
This can be said to be quite difficult, because Huawei is not small, to feed 200,000 employees, but also to find a way out.
Today, you should be able to see that only in the weak global economy, many US technology giants have begun to lay off employees to save themselves, such as Intel, Qualcomm, Microsoft, etc., and even Apple, which is more profitable, has suspended hiring.
In contrast, Huawei has faced much greater difficulties in recent years. Even so, Huawei not only protects the rights and interests of employees, but also increases R&D investment, exceeding 140.98 billion yuan in 2022, accounting for 22.4% of total revenue.
Last year, Huawei's R&D investment ranked fourth in the world, surpassing Apple, Samsung and so on, which is how bold.
Secondly, domestic substitution goes further
You know, Huawei has experienced four rounds of sanctions from the United States, each time more stringent. In today's world, basically technology companies are relying on globalization, and the same is true of American technology giants, just like Apple chips also need TSMC foundry.
However, the US sanctions directly cut off Huawei's chip supply chain, not only US chip companies can not supply Huawei, especially 5G and other high-end chips, but also make all other companies using US technology unable to cooperate with Huawei.
The biggest difficulty facing Huawei is to implement domestic substitution of the US supply chain, and now it seems that Huawei has really done it.
From the perspective of the two dismantling of Huawei's large and small 5G base stations abroad, Huawei has increased its domestic substitution efforts in recent years, and the proportion of domestic components has further increased from 48% to 55%, while the proportion of American components has directly decreased from 27.2% to less than 1%.
This shows that the US sanctions have no way to take Huawei 5G equipment, and Huawei 5G equipment is no longer worried about being restricted by the United States.
According to foreign dismantling, the localization of the Mate40 series accounts for 60%, and the localization of Mate50 accounts for 72%, indicating that Huawei mobile phones are also gradually out of the predicament.
Moreover, the software level has achieved excellent results
Huawei not only has to solve the chip problem, but also the software system problem. Because the original domestic mobile phone operating system is basically Google Android, if you expand the market abroad, you must also use Google's "family bucket" service.
However, Google has long cut off the supply, without considering how much Huawei has contributed to Android before.
Although Google's actions have directly affected the overseas market of Huawei mobile phones, Huawei's Hongmeng operating system and Huawei HMS services launched by Huawei are higher and directly facing the future Internet of Everything, and the development is still very fast.
Today, the number of equipment users of Harmony System has exceeded 570 million. Recently, according to the statistics of research institutions, the global share of Huawei's Hongmeng system mobile phones has reached 2%, although the proportion is not large, but it has occupied a place.
This is very difficult, even Microsoft, Samsung, Nokia previously launched mobile operating systems have ended in failure, now Harmony has become the world's third largest mobile operating system, officially began to share the world with Google Android, Apple iOS.
You know, the previous global mobile operating system was mainly monopolized by US companies, and Huawei also opened a gap in difficult situations.
It is worth mentioning that at present, other domestic mobile phone manufacturers have not used Hongmeng, once they are used, Hongmeng will achieve crushing. Recently, HarmonyOS has expanded again, and Huawei has signed open source cooperation agreements with 24 enterprises.
In the face of such a big dilemma, Huawei can survive, which is probably unique in the world, and it has only taken three years. Such a speed is incredible even for the American media, so they will sigh: This is too fast!