Recently, an article by Ren Zhengfei has been flooded again on the Internet. It roughly means that Huawei has completely ushered in a "cold winter", and the entire company needs to transform from scale to profit and cash flow .
This article is very professional, even more professional than some domestic economic experts. Because Huawei is on the front line and Ren Zhengfei is at the forefront, he will inevitably have unique insights into China's economic development and corporate operations in the next few years. However, Ren Zhengfei mentioned "survival", so why is Huawei so difficult?
First of all, after going deep into this article, you will find that the "consciousness of crisis" is fully reflected in Ren Zhengfei. He said that he would pass this "cold air" to everyone, because everyone had never experienced the "cold winter" in the past, which meant that there was a lack of a sense of crisis and would not do everything well.
After all, with the repeated suppression of the United States, Huawei's revenue plummeted. Then we can also make a bold guess here. Next, we may see Huawei’s words “salary cuts”, “laid off employees” and even business-related reliance. This is normal for , but of course, this may not happen.
Ren Zhengfei said: The next ten years will be a painful period, with a global economic recession and a decline in consumer purchasing power, which means that it is impossible for any manufacturer to maintain its previous revenue, let alone Huawei is still surrounded by all sides!
Behind this, people can’t help but think, what is Huawei’s current situation? Is the "landlord family" who has always been rich and powerful really no surplus food?
can be seen. Last month, Huawei released a set of data in a low-key manner. Its revenue in the first half of the year was only 301.6 billion yuan, and its net profit was 5%. It looks pretty good. But in the second half of the year, marketing fell by 5.9% year-on-year, and net profit fell by 9.8% compared with last year.
Of course, what Huawei urgently needs is not money, but chips. Due to the lack of chips, Huawei mobile business has entered the "cold winter" and cannot be updated normally. Since TSMC's cut off supply of Huawei chips, Huawei's mobile phone business revenue has dropped by 82%...
Even if Huawei can launch the mate50 series mobile phones normally, the chips used are only using the "castrated version" chip of Qualcomm .
However, it is impossible for the US to relax the chip blockade rules. This is also the reason why Huawei wants to fully deploy the chip semiconductor industry and continue to invest in the domestic industrial chain.
After all, only by building a 100% domestic supply chain as soon as possible can the mobile phone business be restarted to operate normally. It is probably a little low-end, at least purely domestic, and you don’t need to be stuck in your neck and can’t get out of it.
Why did Huawei not take root in chip manufacturing at the beginning, but instead focused on chip design? Ren Zhengfei also made it very clear, because in the next few years, those businesses that cannot directly produce value and profit can only be closed, and they must put the money on the edge, force it to cut the mess quickly.
After all, making chips is very expensive, which is far higher than R&D costs. This is also why giant companies such as Apple , Qualcomm, and Intel choose to outsource and are unwilling to build on their own.
At the same time, the chip semiconductor industry is still a clear global division of labor. It is probably impossible to make a breakthrough by Huawei or a country in China and break the monopoly of the United States on its own.
Secondly, if Huawei's current situation is really not optimistic, then the strategy of self-rescue must also change again, starting from the previous strong to soft. You will find that making mobile phones is just one of Huawei's business departments. In addition, Huawei has all layouts in cloud computing, operating systems, software ecosystems, 5G, and automotive systems...
In 2021, Huawei Cloud became the second largest manufacturer in China, with a market share of 34%. Huawei has also begun to regain the cloud business sector, helping more traditional enterprises transform and innovate, and embark on the road of digital innovation.
At the same time, Huawei's Hongmeng operating system can also help more traditional enterprises transform and create, which also means that Huawei's software and service business will usher in new opportunities.
In the current popular new energy vehicle field, although Huawei repeatedly emphasized that it does not build cars, the number of car companies it cooperates with is also increasing, which also gives Huawei a little vitality. After all, Huawei relies on its strong technological strength to help traditional car companies become smarter.
Looking back, you will find that the difficulties Huawei faces at the moment are no longer the difficulties of a company, but the reality that the entire Chinese manufacturing needs to face. Perhaps in the face of the suppression of the United States, Huawei stood up to resist everything. We are fortunate to have Huawei, but we are only one Huawei that is unfortunate.
So, if Huawei survives today and passes through the darkest moment, it means that China's chip semiconductor industry has also ushered in a dawn and broke the Western monopoly. This means that we can finally gain a foothold in the mid-to-high-end ranks of chip semiconductors.
So, today, there may be many people who don’t like Huawei, think that Huawei is “selling feelings”, don’t like Ren Zhengfei’s “ wolf management ”, and even don’t like Huawei’s mobile phones sold for tens of thousands of yuan. But we want to deepen the depth. If Huawei suddenly cuts down its mobile phone business and lowers the price of mobile phones to the previous two or three thousand, will there be hope for Chinese mobile phones?
Besides, Huawei does not speculate in real estate, does not go public, or cuts leeks, just to develop more core technologies, make money from abroad to carry out research and development for Chinese R&D talents, break through the choke-neck technology, and follow American companies to fight against them. Can we let this kind of company fall down? In other words, if Huawei fell today, there would be no other company in China that could stand up to fight against the United States!
You will find that when Ren Zhengfei released this article and wanted to pass on the "cold air" to everyone, this power had already spread among the major domestic giants.
Alibaba 's revenue in the first quarter remained flat for the first time since its listing, and its net profit fell by more than 50%. Zhang Yong publicly expressed his feelings: actively respond to the macro environment and be full of confidence in the future. It is not difficult to see that Zhang Yong has a high emotional intelligence, but he is also full of desire to survive.
and Tencent 's revenue in the second quarter was released, its revenue declined, and its profits fell by 56% year-on-year. Xiaoma Ge repeatedly emphasized in public many times: reduce costs and increase efficiency! When a company that makes games starts not making money, the overall environment behind it can be imagined! Not to mention that countless companies behind them are laying off employees, cutting salaries, and cutting off suppliers.
So, what Huawei's article today presented is far more than what Huawei has encountered now, but the entire environment. Although Ren Zhengfei's article has been deleted and disappeared, everyone has also awakened behind it.
"Technology has no borders" is just a cover, and the era of "it is better to buy than to make, and it is better to rent than to buy" will never come back. If you want to move forward steadily in today's environment of serious homogeneity, the determination to independently develop and the persistence of independent innovation is indispensable.
The huge waves show the true nature of a hero, and the hardships cast Noah's Ark.
This is also the reason why Huawei cannot fail. After all, as a benchmark and a role model for China's innovative enterprises, it plays an important role in important fields such as photovoltaic , energy, digitalization, and communications on the world stage. In China, is simply not found, and there is no second company that can make key achievements in more than a dozen industries at the same time.
In the end, in recent decades, there are too few practical players like Ren Zhengfei in China, but there are many speculative capitalists who have caught a lot of them. How can they rise?
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