News on January 1st, Huawei Xinsheng Community recently released an e-mail from the president of Mr. Ren's speech at the enterprise business and cloud business report. In his speech, Huawei founder Ren Zhengfei said, “Our values and purpose have not yet fully reflected the interests of customers first, and our cloud service providers have to work hard.” Huawei Cloud must first focus on the ultimate cost performance, availability and Build core competitiveness based on basic capabilities such as data security. In addition, Ren Zhengfei also said that in the new year, Huawei will increase talent investment in software architecture, methods and tools, and dare to introduce outstanding talents such as big architects . Huawei is still a traditional hardware-advanced company. There is no precedent in the world of transforming into an advanced software company. Huawei’s difficulties can be imagined. (Article | AI Finance and Economics Zhu Quanhong) The full text of the speech by the deputy general manager of
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Note: "A hundred flowers bloom, and a hundred schools of thought contend. Ren is a family that does not understand. After a long period of research and interviews, he put forward some superficial opinions Create a'rough brick' for discussion, criticism, and reference."
1. Correct understanding and positioning of the cloud is a priority. Internally, we prefer to use cloud to provide customers with IT basic platform services, and externally, customers urgently prefer Huawei Cloud services.
We talk about cloud first. We don’t talk about Huawei’s priority in all areas of the cloud, but only in the IT field to prioritize the following points: 1. Customer-oriented computing power and distributed storage (excluding enterprise storage) needs Priority should be given to Huawei Cloud; that is, when customers have demand for servers, distributed storage, virtualization, and private cloud , cloud services should be guided to give priority to; 2. Hybrid cloud should be given priority to the business model of cloud services; 3. The base of industry solutions should be Huawei Cloud first.
Of course, we expect to give priority to Huawei Cloud to provide services to customers, but customers may not choose us. Only when the cloud service provided by Huawei Cloud is the best, customers will choose us first. Of course, a good foundation for cloud services is that Huawei Cloud Platform must do well. It's not that technical support staff don't let customers understand what our cloud services are, so they give people a bunch of "potatoes"; or there are too many "potatoes", and some are useless. We guide customers to digitize and first guide them to use cloud services provided by Huawei Cloud. Our values and purpose have not been well reflected in the interests of customers and our cloud services. We have to work hard. It is our goal to make Huawei's cloud services as convenient as using electricity. We must concentrate our strengths on our Huawei Cloud platform and the cloud services it provides. The problem we have now is one service capability, multiple responsibility centers, and fragmented power. HUAWEI CLOUD must first build its core competitiveness based on basic capabilities such as extreme price-performance, availability, and data security; at the same time, it must build an enabling layer for the focused industries and focused scenarios, build a good cloud ecosystem, and build competitive gains. Customer capacity.
It has become a trend for governments and enterprises to go to the cloud. In particular, applications for small and medium-sized enterprises, non-sensitive data applications for large enterprises, and new innovative application scenarios for government and enterprises will increasingly be carried on public clouds; on the other hand, The core data and core business of many government enterprises still need to be carried on self-built data centers or dedicated clouds. Self-built data centers will also move from simple virtualization to cloud architecture, which are generally maintained by customers themselves. These customers also require the high-end service capabilities of public clouds. This requires our Huawei Cloud hybrid cloud solution. Dedicated cloud is still a public cloud in nature, which is a public cloud built for specific customers. Amazon built the GovCloud government cloud, which only serves the US government and is maintained by Amazon. Therefore, public clouds, dedicated clouds and hybrid clouds, and even non-Huawei private clouds, will coexist for a long time to address the different needs of customers. Therefore, the final structure of the Huawei Cloud solution is: a set of technical architecture that supports business forms such as public cloud, dedicated cloud, and hybrid cloud; two transaction modes, one is a hybrid of selling to customers, property rights belonging to customers, and customers maintaining themselves Cloud, the second is the public cloud (including exclusive cloud) whose property rights belong to Huawei, are maintained by Huawei, and customers subscribe to cloud services; there are three deployment methods, one is deployed in the customer data center, and the private deployment is operated and maintained separately from the public cloud. It is deployed in the data center constructed by Huawei and operated and maintained by Huawei; the third is deployed in the customer data center as a publicThe extension of the cloud is operated and maintained by Huawei.
Huawei provides customers with three product forms: public cloud, hybrid cloud and "server + virtualization software". Public cloud and hybrid cloud must adhere to the same hardware structure and unified software architecture; public cloud and hybrid cloud must make good customer choices and do not try to meet the needs of all customers. Based on "server + virtualization software", we will work with partners to meet the needs of diverse government and enterprise self-built data centers and IT/OT systems.
Huawei wants to build a leading ICT infrastructure, and it has to win in three areas: connectivity, computing and enterprise storage, and Huawei Cloud. While continuing to strengthen connections, strengthen the construction of software power, build a good HUAWEI cloud platform, cloud ecology, and guide customers to the cloud-friendly industry scenarios to prioritize HUAWEI CLOUD and become the first choice for public clouds in government and enterprises. Through customers' access to Huawei Cloud, Huawei's platform is forced to progress. We will organically integrate connectivity, computing and enterprise storage with Huawei Cloud to build an industry "intelligence body" oriented to the industry scenarios that we focus on, and help smart upgrades. The internal unified organization of
is driven by winning battles, and the queues are constantly combined during the winning battles. Starting from the small switch, starting from the transmission, starting from the 2G wireless network, starting from the simple router... all are drawn by victory. Why is Siye's team so strong? It's because they have been winning battles with President Lin. From the northeast to Hainan Island and , from Hainan Island to North Korea... they always trust Lin and are all unified in Lin's will. Lin Biao did not do much ideological work and preaching, and relied on victory by precept and example. In the organization and optimization of Huawei Cloud business, can you start from the point and sum up the experience from the victory? We can't simply take the same path as Ali, Amazon..., we don't have that much money, they have endless amounts of money in the US stock market. How we develop, we must find a way, not simply imitate.
Huawei Cloud is not the leading advantage of our traditional hardware equipment, developing products and selling products, but the change of Huawei's customer-oriented business model, that is, changing from selling products to selling cloud services. It is necessary to build the ability to sell cloud services and support the operation, operation and maintenance capabilities of providing cloud services to customers. While learning from Amazon, , Microsoft, and , we must also make our 30 years of network accumulation a unique advantage in the cloud service market, create greater space, and build differentiated features.
2. We need to study what elements the leading HUAWEI CLOUD consist of, and which core particles are advanced to form competitive capabilities. Can
be able to build a future-oriented world-leading architecture like storage products? What are the key short boards, new media, new algorithms, new architectures, and even new theories that need to be broken through to organize various levels and types of "commandos" Let scientists, experts, and engineers freely study in advance and find solutions. For example, whether there is a new advanced software architecture, whether there are new tools and methods, whether there is a new computing power architecture, whether there is a new orchestration algorithm, artificial intelligence algorithm... etc., do the same. In algorithms, computing power, core network, Hongmeng, Kunpeng ecology, advanced software architecture/methods and tools, scientific normalization of tools, code warehouse unification and optimization..., and the application of artificial intelligence in the optimization of our network platform, The same is true of these particles, so as to form the "black earth" of the aggregate structure. The operating system that connects these particles is also ready to facilitate customers to develop on it. We must focus on key customer needs, make good use of Huawei's own internal IT, terminal cloud, and GTS cloud typical needs, and cultivate a group of teams. These teams have an understanding of the needs of government and enterprises for Huawei Cloud in the battle and practice; Then some people go deeper to understand what kind of "black land" is needed for the cloud that supports the growth of all things, and what conditions the "black land" should have in order for all things to grow. The word "black earth" was invented by Xu Zhijun , he should interpret it. The technical structure of
must maintain continuity, the iteration of the expert team’s decision-making system must also be scientifically stable, and the chief administrative officer must not interfere with technical decisions. The software architecture is not accomplished overnight. It is the development of continuous optimization. Our company's software is good, but to enter the field of direct competition and to surpass the opponent, it needs continuous reform. Over the past ten years, our hybrid cloud technology architecture has gone through several iterations, resulting in a waste of time.
The lowest technical architecture is the core and requires a master. The openness, scalability, stability, durability, security, and efficiency of the underlying architecture determine theDevelopment potential and R&D efficiency. The high-level expert team has a small number of people, but a few and clear things, which is conducive to calm thinking. They must have a long-term and stable responsibility, and do not change people hastily.
3. In the future, all applications will grow on the cloud land, but it is not yet. How to build a "black land" is our task and should be done step by step.
After years of hard work, HUAWEI CLOUD has launched more than 200 services, developed more than 1.5 million developers and nearly 20,000 partners, and has begun to take shape and has a foundation for development in a larger direction. What we are discussing now is how to seize the opportunity of digitization of government and enterprises, and achieve better development on the Internet and government and enterprises, and reach the world's leading position.
First of all, we must confirm that our HUAWEI CLOUD platform is basically usable, and years of hard work have not been in vain. What we are discussing now is how to progress in the new scene (5G, 800G, artificial intelligence...) in a high-speed society, and whether there is a chance to reach the world's advanced or even lead. Traditional Internet companies have difficulties in the government-enterprise scenario. Under the new situation, we have the opportunity to break through.
In the new year, we must increase talent investment in software architecture, methods and tools. Dare to introduce great architects and outstanding talents from global software competitions, and strive to train and train architects at all levels and levels from our team, promote them in time based on their ability and contribution, and match their ranks and salaries in time. Cloud platforms and cloud ecology should learn from advanced companies, not simply imitating. Strive to increase the power of optimization in the platform architecture. We are a traditional hardware-advanced company, and there is no example of transforming into a software-advanced company in the world. Our difficulties are imaginable. How to build the "black land" that customers like, how to make the partner ecosystem alive, how to ensure that the software can take root and avoid the risk of being cut off.
Fourth, HUAWEI CLOUD is both a product provision and an operation platform for our company. Quality and agile operation and maintenance capabilities are key elements.
The pooling of hardware resources, the distribution of software, the agile automation and intelligence of operation and maintenance, and the diversity of services... Are we learning from Amazon or Microsoft? I think we should all learn. To provide cloud services to industry customers, we should follow the path of Microsoft, prioritize the path of serving large industries and large enterprises, and focus on cultivating several key industries to create a "black land." We have been cultivating corporate business for many years, and we have a large corporate sales and service team with a certain foundation. We unite with customers, industry-leading application developers and system integrators and other ecological partners to carry out joint innovation, accumulate and accumulate key knowledge assets in the industry. Don't lose such good experience. Do well in two or three industries every year. In a few years, you can eventually reach a few or a dozen industries. That's incredible! Microsoft continues to build a competitive advantage through joint innovation with customers. We need to establish joint innovation laboratories with key customers to extract some promising and large-demand particles to form a "legion" with all elements, all services, and all weaving, with independent combat capabilities and powers. We must also learn from Amazon and do IAAS and PAAS well. We have a foundation. With the knowledge, ability, and experience we have accumulated over so many years, it is possible to do a good job of the cloud-based platform, which is the "black earth", to maximize the advantages of connectivity + computing. We focus on one or two industries, understand its empirical models and algorithms, and effectively build leading capabilities in the industry. Let customers accept us. For example, Oracle has occupied most of the global market with one database. Do something, don't do something, focus on customer success, don't be a civil war insider or foreign war outsider.
5. We are going all out to build an application ecosystem and build a big ecosystem like Amazon. Without applications, Huawei Cloud may die.
Mobile Internet applications, enterprise applications, government applications, coal mine applications, airport applications, safety applications, GTS applications, and company internal IT applications are all windows of opportunity for our ecological development. The good development of the terminal cloud has set an example for us, and the brothers of the Southern Institute have reproduced their heroic qualities. At present, the management of ecological partners calling interface is a relatively prominent problem, and it is also the core bottleneck of the development of ecological business. At present, our management awareness, process and organizational guarantee are not enough. We must establish a good structure, simplify internal consumption, and we must achieve agile and high-quality services. We insist on creating value for customers and serving customers swiftly. Make good use of the typical needs of Huawei’s own internal IT, terminal cloud, and GTS cloud, serve internal customers well, and cultivate a group of teams.There is an understanding of government and corporate needs for cloud. Now the internal customer experience needs to be strengthened, so don't waste the value of demand.
Alibaba Cloud, Tencent Cloud, and AWS are launching more and more hardware-software fusion devices. Huawei's advantage lies in hardware. We must strengthen the software and application ecosystem and should not give up the advantages that hardware brings to Huawei Cloud. Preserve the stability and high efficiency of the underlying architecture, give full play to the comprehensive advantages of connectivity + computing, continue to iteratively optimize the I (IAAS) layer architecture, and drive further innovations in the cloud scenarios of the first layer of computing, storage, and networking.
6. The relationship between cloud BG and EBG: "Integration of operations and specialization of capabilities". Enterprise business and cloud and computing businesses should optimize front-line operations and organizations according to this principle, improve front-line efficiency, and ultimately form a scene-based synthesis Combat.
In order to support the commercial success of the cloud and computing industry and strengthen the building of professional capabilities, it is necessary to clearly know several industries, go deep into it, and be the organization that understands them best in the world and serves them best. They will give priority to our Huawei Cloud. It is our task. The company has made relatively large organizational adjustments from the agency to the frontline. After more than half a year of operation and practice, the new organizational structure has promoted first-line resource input and enhanced professional capabilities in industrial ecology and other aspects. But there are also the following problems: First, the cloud and computing BG should focus on the construction of the Huawei cloud platform, the construction of the industrial ecology, and the expansion of the industrial space. At the same time, the solution and technical support should be well established to establish a true cloud platform. And the professional team of computing business; EBG, as a unified customer interface, needs to be closer to customers, fully understand customer needs, and strongly promote professional departments to create competitive solutions. Nowadays, some representative offices on the front line have too detailed specialization, with more interfaces, more cadres, more reports, but fewer people actually work. The second is that as resource input has increased, combat efficiency has decreased. Third, the cost of internal communication is high. "After the front line is divided into two organizations, there is no benefit. The two organizations will increase the cost of communication." "After the government and enterprises have made a decision, they will communicate with the cloud. Frequent meetings between the two sides are not as efficient as before." Fourth, the hierarchical organizational hierarchy and departmental walls have led to over-division of labor. The "railway police" manages each section, but the customers are uncomfortable. The forces that should be united to serve customers are involuntary.
More importantly, our current IT architecture is built around the organizational structure. That is to say, how fragmented the organization is, and how fragmented IT is. Now the battle processes of multiple BGs are different, and of course the IT systems are also different, and even sales management can't get through.
These problems not only reduce the efficiency of internal operations, but also directly affect the satisfaction of customers and partners. We want to form a scene-based combined operation on the front line, and "tanks," "aircraft," "cannons," and "machine guns"... all should be under unified command. It is recommended to optimize the organization of representative offices in accordance with the principle of "comprehensive operations and professional capabilities".
Seven, corporate business should focus on strategic priorities, continue to do subtraction, and insist on doing something and not doing something.
First, to shrink the front of the business of an enterprise, it must do something and not do something, and not everything. The four industries that were originally identified should not be expanded to expand the combat area. If the strategy is broken up, there will be no combat effectiveness. Because we are a company with limited power, we must do well and fine-tune the projects we are going to do. We have to grasp one point, and advance the standardization step by step, and gradually move towards becoming thicker, more stronger, and stronger. You have to seize the areas you can do, put your forces on it, and do a good job in a down-to-earth manner. Only then can you truly find a better solution than others.
Second, our team building must clearly emphasize that it is based on connectivity and Huawei Cloud, but we must know the industry of the target, know the Know-How of the target, and then cooperate with others on the algorithm. What is Industrial Internet? First of all, its essence should be industry, such as aviation, automobiles, transportation, steel, coal... The second is to connect, connect this industry, we are most familiar with, all electronic engineering is to connect. The third is artificial intelligence, which is divided into data, algorithms, computing power, and Know-How. Data belongs to customers, and some algorithms are made in cooperation with partners; Know-How is the crystallization of the theory and experience left by the industry and enterprises through decades of exploration, accumulation and tens of thousands of verifications, repeated modeling We are least familiar with; the main thing we can do is computing power. Therefore, we can only build a support platform-"black earth", so as to support the personalized applications growing on it. We doDon’t do things that you can do. Don’t do the work of others. If you do it rough and don’t do it well, we won’t have the fighting power and competitiveness in the end.
Third, the follow-up report will first discuss how to shrink the combat surface, and second, discuss the combat model. We must clearly state the strategic policy of warfare. We must talk about the "boats" and "bridges" that cross the river. We must not "govern the enterprise with slogans." Leaders must have structural thinking, and the responsibility of leaders is to clarify the direction and find problems. For example, what is the structure of department growth and what is the structure of business growth? What things must you do well and to what extent? You have to watch the TV series "Deng Xiaoping in the Turn of History." Deng Xiaoping made a few speeches at key historical moments, and the national strategy was turned around. Leaders must think structuredly, be able to see the main aspects of the main contradictions, rush to use a "knife" to insert them, and then they can seize the market.
Submission: members of the board of directors and members of the board of supervisors
Presenter: all employees
December 30, 2020
