Maybe in everyone’s mind, Huawei was first suppressed by the United States in 2019, but in fact, the United States had already “targeted” Huawei in 2017. In that year, Huawei’s telecommunications equipment was directly seized by the United States. It was returned later in the year.
After that, in 2018, the "Meng Wanzhou incident" occurred, and then in 2019, Huawei was included in the so-called entity list.
In 2020, Midea's suppression has further escalated, causing Huawei's self-developed chip foundry services to also be affected.
It has been three years since Huawei was suppressed. It can be said that these three years have been Huawei's three years of self-rescue and Huawei's "transformation".
Especially in 2019, Huawei suddenly encountered supply cuts from many American supply chain companies, including software and hardware.
For example, in terms of software, Google directly stopped authorizing GMS; in terms of hardware, Qualcomm and other US core companies directly stopped supplying chips.
And Huawei’s subsequent operations really shocked the world. Without Google GMS, Huawei directly “sacrificed” its own HMS, as well as the Ark compiler, Hongmeng system, and now the Cangjie programming language. It can be said that It is "one pot cooking" that achieves a closed loop.
On the chip, it can be said that all chips were stopped at first, but later the supply of many chips was gradually liberalized, such as computer chips, mobile phone chips , including Intel , Qualcomm, etc., can also be supplied Goods.
Not only that, Intel has also joined Huawei's Euler operating system community, and Qualcomm has joined Hongmeng
So you can see that resuming the supply of Huawei chips actually has more benefits than disadvantages for US companies. This is still Thanks to Huawei's own efforts and technical reserves.
What we have talked about above is Huawei’s previous consumer business, but now Huawei has changed its consumer business to terminal business.
This is not as simple as changing the name. In the end, the customer targets of the business have also changed. For example, Huawei's computers and other products have actually begun to add a lot of government and enterprise customers.
This should be an important reason why Intel has re-supplied products. In smartphones, Huawei still has an advantage in the high-end market.
For example, at this year's 618, Jingdong platform's single product with a price of more than 5,000 yuan, the top three sales of domestic mobile phones are still only Huawei.
High-end mobile phones require the use of highly profitable high-end chips. Obviously, Qualcomm benefits the most.
Of course, the US’s goal of suppressing Huawei is still 5G, so Huawei’s 5G business, that is, the operator business, is the focus.
But the United States did not expect that Huawei also had a spare tire chip and a spare tire solution. After the United States cut off supply, Huawei took three or four months to switch to the spare tire solution.
Ren Zhengfei also said at the time that the performance of the base station had increased by 30% using the chip he developed himself. It can be said that the base station is cheap and has high performance.
Base station chips are not updated as frequently as mobile phone chips, and do not require hundreds of millions of chips. Therefore, Huawei's operator business can be said to be unscathed.
Looking through Huawei's annual report, the operator's business has developed in an orderly manner, with revenue increasing every year.
Of course, Huawei also has a business with the largest growth rate currently, which is its enterprise business. At present, Huawei's enterprise business has great prospects of recreating the glory of its consumer business.
One of the obvious signs is the twenty legions established by Huawei. These legions serve different industries and use 5G, artificial intelligence , cloud computing , big data, edge computing , Internet of Things, etc. technology to help the industry realize the digital transformation of to .
At present, it is only a rough estimate that the market size served by Huawei's 20 armies is in the trillions, and Huawei has opened up the international market and received overseas orders.
Therefore, foreign media pointed out that Huawei has basically entered the "second stage". Why do they say this?
We can summarize it. The first is Huawei's operator business. As mentioned above, it can be said that it has not been affected in any way. Moreover, Huawei also has chip stacking technology. Even if the chip is upgraded in the future, Huawei can do it in advance. Technical reserves.
Then there is the consumer business, that is, the terminal business. We see that currently only the mobile phone business is still slightly affected, that is, it cannot directly 5G. However, Huawei has solved this problem through the "5G shell". In other aspects, The impact is no longer significant, and Hongmeng system is already commercially available and will be updated to version 3.0 this year.
Next is the enterprise business. The enterprise business can be said to be the least affected, and it is also the fastest growing now. For example, in 2018 before being suppressed by the United States, Huawei's enterprise business revenue was 74.4 billion, and it increased to 1024 in 2021. billion, an increase of 38%.
Therefore, Huawei has been seeking stability before, which is considered a transitional stage. But now many things have basically "settled" and Huawei has begun to seek development. For example, Huawei has begun to establish many models of patent licensing and has launched "rent collection" around the world. journey of.
Just recently, Huawei announced that Nordic, a major European semiconductor manufacturer, has reached a patent license with Huawei, which means that another patent fee has been paid.
All of these have shown that Huawei is different from what it was in 2019, which is what foreign media say is that Huawei has begun to enter the "second stage". What do you think of this? Welcome to comment, like and forward in the comment area.
