Kirin chip has become the "swan song", market share has officially returned to zero, Huawei has also fallen out of the top five in the mobile phone market, but Huawei said that in 2022, they have turned the corner.
Today's Huawei rotating CEO Xu Zhijun gave a New Year's speech, saying that in 2022, Huawei will shift from being constantly sanctioned to normal operations after "normalization of sanctions." This is the year that Huawei will gradually turn the corner. The expected sales revenue for the whole year is 636.9 billion yuan. What is this concept? It is almost exactly the same as last year’s revenue of 636.8 billion, with no change. However, compared with more than 890 billion two years ago, it still plummeted by nearly 30%, with revenue less than 250 billion. According to Xu Zhijun, Huawei's home base communications business has maintained steady growth. The implication is that the consumer business with mobile phones as its core is still surviving the winter.
In the third quarter of this year, for the first time, there was no Kirin chip in the global mobile phone chip . According to counterpoint data, until the second quarter of this year, Huawei's HiSilicon Kirin chip retained a 0.4% market share, but it officially returned to zero in the third quarter. In the mobile phone chip market, only giants such as MediaTek , Qualcomm , Apple , Samsung are left proudly. At the peak of Huawei's chips more than two years ago, Kirin chips' market share in our market once reached 43.9%, and Qualcomm was the younger brother in front of it. Of course, we can also see how difficult it is for Huawei in the mobile phone market. Now TSMC does not manufacture chips for Huawei. Huawei can only buy Qualcomm's 4G chips, and the behavior of selling 4G mobile phones at high-end prices has always been criticized by consumers. Not to mention, Huawei has recently been involved in the incident of "the watch can measure blood oxygen for ham". Although the official response said that this was a misjudgment with a very small probability, this controversy also shows that Huawei's consumer business is struggling.
According to Ren Zhengfei old man, 2023 and 2024 will be Huawei's "breathing period of life." It is hard to say whether Huawei can break through in the past two years. It must survive first. Do you think it is possible for Huawei to regain lost ground in the future?
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