Recently, Huawei's rotating chairman Ken Hu delivered a New Year's speech, saying that after several years of hard work, Huawei's operations have basically returned to normal, and its revenue is expected to exceed 700 billion yuan in 2023.
For a while, everyone was boiling, because it meant that Huawei officially broke through the blockade and returned to three years ago when it was suppressed by the United States.
As shown in the figure above, this is Huawei's revenue and profit from 2017 to 2022, before 2020, Huawei's revenue has been growing steadily, but in 2020, Kirin chips became a swan song, and then after Honor was also sold, revenue slid down.
In 2021, it will only be 636.8 billion yuan, and in 2022, it will only be 642.3 billion yuan, a difference of more than 200 billion compared with 2020. If it returns to 700 billion yuan in 2023, although it does not reach the peak of 2020, it is equivalent to recovering to 2018.
Of course, why Huawei's revenue can return to 700 billion is related to the return of Kirin chips, 5G, and the resurgence of the automotive business.
At the end of August 2023, Huawei's Mate60 series mobile phones will be launched, which is equipped with a new Kirin chip Kirin 9000S, which means that Huawei's Kirin chip is officially back, and although this mobile phone does not say 5G or 4G, the network speed is not worse than that of 5G mobile phones, making everyone speculate that Huawei 5G is also returning.
Later, Huawei nova12 was launched, and it brought Kirin 9000SL and Kirin 8000 two new chips, and at the same time, this mobile phone is clearly a 5G mobile phone, which means that Kirin chips and 5G are officially back.
And Huawei mobile phones are also selling well, such as the mate60 series launched at the end of August, which is hard to find now, so the sales of Huawei mobile phones are also growing, and the share has increased to about 15%, of course, the revenue has increased significantly.
Looking at the car business again, the M5 and M7 will be very popular in 2022, but in 2023, the car will not be popular, and many people are watching jokes, but when the new M7 was launched, it immediately sold out, and the number of large orders is currently more than 120,000......
The recently released Wenjie M9 car, although the price is very expensive, starting at 469,900, it is still popular, with more than 20,000 large orders and more than 50,000 blind orders. Automobiles are quite able to contribute to revenue, which can naturally promote the growth of Huawei's revenue.
In addition, in addition to the mobile phone business and automobile business, Huawei's Hongmeng system, 5G equipment, smart screen, notebook business, etc., are all developing in full force, so the revenue will be able to exceed 700 billion in 2023.
It is conceivable that with the return of Kirin and 5G, the return of Huawei's mobile phone king, and at the same time, more and more car companies will cooperate with Huawei, and the revenue of Huawei's automotive business will be higher and higher.
Maybe in 2024, Huawei's revenue will return to the peak of 2020, or even surpass 2020, and create another brilliant future, what do you think?