Yu Chengdong stepped down as CEO of terminals, Huawei's new strategy, automotive business has become the focus?
Recently, Huawei officially announced that Yu Chengdong's position has been adjusted, from the former CEO of the terminal BG to the position of chairman. This move has aroused widespread attention and heated discussions from the outside world, with some people believing it to be a promotion, while others seeing it as a demotion. However, judging from Yu Chengdong's new position, he will focus on the development of the automotive business, which may mean that Huawei will have a new strategic layout in the field of smart cars.
As Huawei's old courtier, Yu Chengdong can be said to be one of Ren Zhengfei's most powerful assistants. He has been promoted from an ordinary employee to an important position step by step, and his contribution is indispensable. Especially in the mobile phone business, Yu Chengdong can be said to have made great contributions.
Under his leadership, Huawei's mobile phone shipments soared from a mere 3 million units in 2011 to 240 million units in 2019, once topping the world's single-quarter sales. This is definitely a remarkable achievement, and it has also made Huawei extremely well-known in the international market.
With the imposition of sanctions on Huawei by the United States, Huawei's mobile phone business has been hit hard. In this case, Yu Chengdong set his sights on the automotive industry. Although Ren Zhengfei has publicly stated many times that "Huawei does not make cars", Yu Chengdong is secretly vigorously promoting the automobile business, which can be described as "a pioneer cow who does not listen to the boss much".
In just three years, Huawei's automotive business has made great progress. Its smart car solutions business has grown rapidly, reached in-depth cooperation with a number of car companies, and launched a variety of models, among which the sales of the Wenjie brand continued to rise. Yu Chengdong has made great contributions to these achievements.
The development of the automotive business has also exposed some operational risks, which may be one reason for Huawei's decision to make personnel changes. After this adjustment, Yu Chengdong stepped down as the CEO of the terminal BG and turned to focus on the automotive business as the chairman of the intelligent vehicle solution BU.
From this point of view, it seems that Huawei will have a new strategic deployment in the automotive business. Some people believe that this adjustment means that Yu Chengdong will become the "decisive marshal" of the automobile business, and will increase investment and decision-making power in the automobile business in the future.
There is also a view that this adjustment is to allow Yu Chengdong to focus more on the consumer business, after all, Huawei's mobile phone business is gradually picking up, and it is very important to maintain competitiveness.
Yu Chengdong's new job adjustment has aroused widespread attention and speculation from the outside world. As Huawei's old courtier, what role he will play in the future and what impact he will have on Huawei's development are all worthy of our attention.
Yu Chengdong's new position adjustment will undoubtedly promote Huawei's new strategic layout in the automotive business. In recent years, Huawei's development in the automotive field can be described as solid and powerful.
As early as 2019, Huawei established the Intelligent Vehicle Solution BU, focusing on providing intelligent driving and telematics solutions for car companies. With its technological advantages in chips, operating systems, and cloud services, Huawei has quickly gained a firm foothold in the automotive field.
In 2022, Huawei launched its first self-owned brand car, and in the following year, it launched a number of models. Although the sales volume of Wenjie is not yet comparable to that of mainstream car companies, it has shown good market potential.
In addition to its own brands, Huawei has also reached in-depth cooperation with a number of car companies. For example, in cooperation with Li Auto, the two sides jointly created the ideal L9 model; The cooperation with Mercedes-Benz provides Mercedes-Benz with solutions such as intelligent driving systems.
Huawei has been deploying in the automotive field for many years and has achieved phased results. Yu Chengdong's focus on the automotive business this time will undoubtedly inject new impetus into Huawei's automotive business.
Some people believe that in the future, Huawei may increase its investment in the automotive business and give Yu Chengdong greater decision-making power. The automobile industry chain is huge and complex, and there needs to be a "decisive marshal" to plan and command.
And Yu Chengdong is the most suitable person. Not only does he have extensive management experience, but he also has some knowledge of the automotive industry. Under his leadership, Huawei's automotive business may enter the fast lane and usher in new development opportunities.
There are also views that there are some risks and challenges in Huawei's layout in the automotive field.
There is a big difference between the automotive industry and Huawei's original communication business, and Huawei lacks sufficient experience in this field. Although Huawei has strong technical capabilities, it is not easy to truly master the door of automobile manufacturing.
The automotive industry is extremely competitive. There is not only the strong counterattack of traditional car companies, but also the squeeze of emerging car-making forces. It is difficult for Huawei to gain a foothold and develop in such an environment.
The automotive industry chain is large and complex, involving many upstream and downstream links, and supply chain management is a major challenge. If there is a supply chain disruption, it will have a huge impact on the entire production.
The automotive industry has a long payback period and a huge upfront investment, which is also a big test for technology companies like Huawei.
In the face of these challenges and risks, Huawei seems to have a solution. For example, through cooperation with traditional car companies, with the help of each other's experience and channels; Another example is to adopt the "virtual factory" model to reduce production costs.
Although Huawei's entry into the automotive field faces many obstacles, as long as it can plan carefully and take every step, it will definitely be able to make breakthroughs in this new world. The addition of Yu Chengdong will undoubtedly inject new impetus into Huawei's automotive business.
We'll see what Huawei can do in the automotive space.