The reason is well known, and that is the suppression from the United States.
However, with the support of Chinese people, there is no need to worry that Huawei will not survive.
Because China will be the world's largest 5G market, accounting for far more than 50%, as long as Huawei does not lose the China market, it will be impossible to survive.
This is not an alarmist.
First of all, the US crackdown has dealt a heavy blow to Huawei's overseas carrier business. Although Huawei's 2020 financial report has not yet been released, just looking at its first half of 2020 financial report and third quarter financial report is enough to give us a glimpse.
According to public official data:
Huawei's revenue in the first half of 2020 was 454 billion yuan, a year-on-year increase of 13. 1%, with a net profit margin of 9.2%.
Huawei's revenue in the first three quarters of 2020 was 67 1.3 billion yuan, up 9.9% year-on-year, and its net profit margin was 8.0%.
It should be noted that in the semi-annual report, Huawei announced that the operator's business income was 65.438+0596 billion yuan, accounting for 35. 15% of the total revenue, but this data was not disclosed in the third quarterly report.
As we all know, September 2020 15 is the key node for TSMC to cut off Huawei, so there is analysis and speculation:
Huawei chose not to disclose the operator's revenue data in the third quarterly report. Is it because the operator's business income accounted for 35. 15% and fell sharply again after September 15?
To be honest, this possibility is not small.
As we all know, the reason why the proportion of Huawei's carrier business declined was because it was suppressed by the United States in all directions, and the suppression of Huawei by the United States began as early as the year before Huawei announced the success of 5G research and development, that is, 20 17 years.
Therefore, if you want to understand Huawei's carrier business before it was suppressed by the United States, you have to refer to the data of 20 16:
In 20 16, Huawei's annual revenue was 521600 million yuan, including 290.6 billion yuan from operators, accounting for 55.7 1%.
Combining with Huawei's 20 16 annual financial report and comparing the semi-annual report and the third quarterly report in 2020, we can analyze and speculate that Huawei's total revenue in 2020 is expected to increase by almost 50% compared with that in 20 16, but at the same time, the proportion of its operators' business income has dropped by at least 20%.
And this "20% decline" is only the most optimistic estimate, based on half a year's data. If Huawei discloses the operator's revenue data in the third quarterly report, then the decline will probably be even more terrible.
Huawei is essentially a company in the information and communication industry, and selling mobile phones is only a sideline.
The so-called carrier business refers to information and communication business, which is the core of Huawei technology and the foundation of Huawei's foothold.
It can be seen that the sharp decline in the proportion of operators' revenue has dealt a huge blow to Huawei.
Secondly, China will be the undisputed largest 5G market in the world. The reason why the United States wants to suppress Huawei's carrier business is because Huawei has successfully developed 5G technology.
For 5G, you must have heard it countless times, and you know that 5G is awesome, but there are not many people who really understand where the cow is.
When you ask, "Where is 5G?" Some people will say that because of the fast speed of 5G, you can download a movie in 5 seconds, and because of the small delay of 5G network, you can realize high-quality Internet of Everything.
But when you ask, "I can watch it online. Why should I download it? When the Internet of Everything is great, I am afraid that few people can answer.
In fact, this question is very simple to answer.
Downloading a movie quickly is really nothing, and the networking experience of several smartphones is nothing, but what if the scale is expanded to dozens, thousands, hundreds of thousands, tens of millions or even hundreds of millions?
By then, it means that the 5G network will greatly reduce the time cost. In many scenes of daily life and industrial production, time and money can be equated!
So now everyone should be able to vaguely understand how awesome 5G is?
It is precisely because of the far-reaching influence of 5G that China will unswervingly develop 5G.
In view of the large population density in China, the number of 4G base stations in China accounts for more than 60% of the total number of 4G base stations in the world, and the coverage of 5G base stations is even smaller than that of 4G base stations. We can be sure that-
In the future, China will be the undisputed largest 5G market in the world.
Third, the China market will eventually support Huawei. To sum up, we will find that China will support Huawei anyway because of the importance of 5G, although the suppression by the United States has indeed caused great pressure on Huawei.
Although Huawei lost orders for 5G in succession around the world, giving people a feeling of losing ground, in fact, in the case of the bottom of the China market, Huawei finally became the number one player in the 5G competition without any suspense.
Why do you say that?
Because China's market is indeed more important in the global market than his wife's, once the world officially enters the 5G era, any 5G-related industries, whether software or hardware, or other 5G-related machinery industries, will inevitably take the initiative to be compatible with the China market.
This means that as long as Huawei does not collapse from within in advance, it will eventually become a well-deserved "uncrowned king" in the competition in the 5G era.
Combined with Huawei's recently published financial report and R&D investment, although the proportion of operators' business income is still declining, the overall income is still growing steadily, and R&D investment is also growing steadily.
What do you think? This doesn't look like a company that is about to go bankrupt. ...
Conclusion:
A thousand words finally boil down to one sentence, that is-
If you want to wear a crown, you must bear its weight. You need not worry too much about Huawei!