"We have prepared enough production capacity to increase production capacity every week and every month." Yu Chengdong, CEO of Huawei's consumer business, said at the press conference. However, due to the shortage of chips, more than 3 million people lined up to make an appointment, and Huawei was "hard to find one machine", which shows the difficulty of grabbing.
It is no exaggeration to say that after other mobile phone manufacturers have picked up, Huawei's cliff-like plunge is in stark contrast to the previous contrarian growth. "Core change" has made Huawei, which has always been strong, the biggest loser.
At the same time, Ren, the founder of Huawei, said in an interview that Huawei would never sell terminal services, and pointed out that terminals not only include mobile phone services, but also refer to many services. "I would rather transfer 5G technology than give up the terminal business", "Huawei can survive without mobile phones".
Appropriately, recently, Huawei first publicly mentioned the long-rumored "Nanniwan" plan, that is, self-help in production, including coal, steel, music and other fields. And said that Huawei can survive without mobile phone business.
Duan, the president of Huawei's machine vision field, directly broke the news on the Internet, saying that Huawei has launched the "Huawei Intelligent Pig Raising Solution", announcing that Huawei's machine vision should exert its strength on smart pigs, and AI can intelligently upgrade pigs.
It's harder to buy than Maotai &; Sales have fallen sharply.
On September 15, 2020, Huawei Kirin Chip officially rolled off the assembly line. Because of the lack of chips, Mate 40 is still hard to get a ticket, even though it has already cost 8,000 yuan in many channels. Once on sale, it will be "sold out" immediately. Some users even ridiculed that Huawei mobile phones are harder to grab than Maotai. Today, there are 3 million people queuing to buy 1.8 million Mate X2, and it is becoming more and more difficult to grab Huawei mobile phones.
Before the US ban was upgraded, according to the data released by JD.COM in March 2020, Huawei sold 802,000 units, accounting for 38.5%, ranking first; In contrast, after the ban came into effect, Huawei's mobile phone sales plummeted by 70% to 266,000 units in June 5438+February.
The latest sales statistics show that in the fourth quarter of 2020, Huawei's global mobile phone sales plummeted by 42.4%, and the sales volume dropped directly from 56.2 million in the fourth quarter to 32.3 million in 20 19.
IDC statistics also show that Huawei ranks fifth in the global market share, with shipments of 32.3 million units. The market share accounted for 8.4%, which was significantly lower than 65,438+05.2% in 2065,438+09. Prior to this, Huawei ranked second in the third quarter and slipped to fifth in one quarter.
Obviously, Huawei's mobile phone shipments have been greatly impacted. After all, in the second quarter of 2020, Huawei's mobile phone sales ranked first in the world.
Thanks to the blessing of 5G technology, Huawei mobile phones have an absolute first-Mover advantage. However, due to the ban, Huawei's mobile phone has fallen into an embarrassing restricted area, and there is no "core" available. At least so far, Huawei has not walked out of the predicament, and the situation facing the mobile phone business is becoming more and more severe.
In order to alleviate the chip crisis, Huawei restricted the purchase of Huawei mobile phones, and everyone was only allowed to buy two Huawei mobile phones; I also gave up my love very reluctantly and sold all my honors for survival.
Recently, the Ministry of Industry and Information Technology showed a new Huawei mobile phone code-named ANA-AL00, but according to the data, this mobile phone is a 4G mobile phone. Many friends are flocking to 5G mobile phone products, and even Apple has produced a generation of 5G iPhones.
Of course, some people broke the news that the design of Huawei P50 has been basically completed and will soon enter the mass production stage. and
According to Tencent News, by the first half of 2020, Huawei has invested 654.38+08 billion yuan in chip inventory, which is enough for Huawei to support a year's chip supply.
However, given that Huawei has not completely solved the chip crisis, the shipment of chips in 20021Huawei will further decline, and it is hard to say whether the release of new products can solve Huawei's urgent needs.
According to the data of Konas, in the fourth quarter of 2020, the shipment of Huawei (including Glory) in China was 65.438+08.8 million units, with a market share of 22%. Although it still ranks first, it has dropped by 44% compared with 2065.438+09 in the same period, and the advantage of leading the second place has been shortened from 22% to 2%.
Of course, Huawei has always stressed that letting go of glory does not mean giving up the mobile phone business. On June 26, 65438, the day before Huawei officially announced that Yu Chengdong was also the president of cloud computing BG, Huawei just denied selling Huawei Mate and P series mobile phone business.
But the fact is that Huawei will have to face the risk of further shrinking its mobile phone business.
Butterfly effect of chip
The ban that started on 20 19 was just an appetizer, which had little impact on Huawei at first. But then, until 2020, the U.S. Department of Commerce issued a message asking all manufacturers using American technology to ban the provision of chip design and production to Huawei.
Guo Ping, Huawei's rotating chairman, once responded that Huawei consumes hundreds of millions of mobile phone chips every year. To this end, Huawei's current strategy is to extend unlimited business with limited chips, so it will adopt a limited sale method to ensure market participation. Judging from the appearance of Kirin 820E, Huawei has just done this and can only "squeeze toothpaste" on the chip.
Earlier, some media said that Huawei's mobile phone business could not hold on, and it would sell the mobile phone business. It also said that Huawei as a whole would return to the development model of "integration of government and enterprise", and there would be no direct consumer-oriented terminal business. Since then, Huawei has quickly issued a response, and the official said that Huawei has no plans to sell its mobile phone business at all.
But then, Huawei reluctantly stripped off its glory in 2020. First, in June 5438+ 10, CNC Huawei prepared to sell part of its equity in Glory for $3.5 billion, and then in early June 165438+ 10, CNC Huawei packaged and sold Glory. At that time, the acquirer also made a lot of noise, and TCL and Shenzhou entered the market one after another. Subsequently, on June 165438+ 10/7, Huawei officially announced its decision to sell its glory business assets as a whole.
Prior to this, glory, as an independent brand incubated by Huawei, has maintained a relatively independent operation. Huawei+Glory has dual brands, the high-end market has Mate and P series, and the low-end market has glory. In this case, selling glory can be regarded as Huawei's self-help under the political pressure of the United States, which will also change the business pattern of Huawei's mobile phones.
Therefore, there are rumors that Huawei is negotiating with a consortium led by an investment company supported by the Shanghai government to conduct preliminary negotiations on selling its high-end smartphone brands P and Mate. It is said that the negotiations have been going on for several months because the supply of chips is insufficient.
However, Ren said directly in an interview that Huawei can transfer 5G technology, but it will never sell the terminal mobile phone business. Moreover, Ren also explained that Huawei's terminal business is not limited to the mobile phone business, as long as it is connected with people and things, such as lidar used in cars, gas meters, water meters and TV sets for home applications.
When asked by the media, "Now Huawei's mobile phone business revenue is inevitably declining, and Huawei is also gaining income from other new opportunities. Do you think these revenues can offset the decline in mobile phone business? If so, how long will it take? " Ren also said, "I think this year is almost the same."
However, form is better than people. Ren also said that this is for more suppliers and employment problems.
Akash Palkhiwala, Qualcomm, also said at the earnings conference that with the decline of Huawei in the smart phone chip market, Qualcomm is prepared to raid Huawei 16% chip market share.
Judging from the specific performance of the current glory, it is getting rid of the shackles of chips. When the new glory was released in 5438+ 10, Zhao Ming, CEO of new glory, said that Samsung, Microsoft, Qualcomm, MTK and other suppliers had resumed cooperation with glory.
Some media have also been informed of the latest news that the cooperation between Glory and Qualcomm is under negotiation. Earlier, China CEO Qualcomm even said: Although the glory brand has existed for a long time, the new glory after the split is a new company, and the members of the new glory are professionals themselves, and the cooperation between acquaintances will be smooth.
Now, after such a long time, Glory will launch the Magic series, which is bound to continue to impact the high-end mobile phone market with the help of supply chains such as Qualcomm, MediaTek, Yashi and Song Lian.
As for Huawei itself, it is reported recently that Huawei Wuhan Chip Factory has officially obtained the supply ceiling and license of 4G chips. However, in the past year, the proportion of 5G mobile phones in China has exceeded 50%, and the market of 4G mobile phones has become smaller, which makes it meaningless to produce and launch 4G mobile phone products even if Huawei obtains a license.
An executive of a listed company in Huawei's supply chain revealed that Qualcomm had obtained the license to sell 4G chips to Huawei. "(4G chip license) was obtained two days ago, and 5G chip has no license yet."
If it is really licensed, Huawei's supply capacity on 4G mobile phones is stable. Although it can't reach the current technical level, it is much better than no chip.
Yu Chengdong and Huawei's Strategic Transformation
202 1, the mobile phone industry as a whole may not change much substantially, and the competition among mobile phone manufacturers is still fierce. Of course, the impact of Huawei's chip supply being stuck may still be the biggest variable in the mobile phone industry.
But for Huawei itself, re-layout and opening up more new fields may be the best choice.
In this case, Huawei chose Yu Chengdong's "Dingding" cloud service. His arrival is also the first time that Huawei has changed its core leaders since the establishment of Yunbu in August 20 17.
It is worth noting that before taking charge of cloud computing BG, Yu Chengdong has been the head of Huawei's consumer BG and the director of IRB (Investment Review Committee) for smart terminals and smart car parts. This means that Yu Chengdong will take over Huawei's three major businesses: mobile phones, automobiles and cloud computing.
"Where Yu Chengdong goes, it will become a star and the main product line," an old employee of Huawei Cloud told Science and Technology Planet. Huawei seems to be using Yu Chengdong, which can win the battle. It can not only compete with Apple in the fields of mobile phones, tablets and computers, but also compete with Internet giants such as Microsoft in the fields of cloud computing and AI.
Yu Chengdong's speech at the Mate X2 conference may have revealed one thing: Huawei's strategic plan for intelligent life in the whole scene in the next five years-10 is "1+8+N", that is, 8 kinds of Huawei terminal products, such as PC and tablet, and n kinds of Huawei eco-chain products are linked through 1 mobile phones.
In addition, Huawei's new direction is to provide hardware services. HarmonyOS OS is such a product, and HarmonyOS OS is open to provide basic services to the United States and other manufacturers, just like the early days of Android. Ren also reiterated that Huawei will not broaden its business areas, mainly to broaden the application of electronic systems and software computing systems in different industries.
Ren recently responded to the Nanniwan project for the first time. In his view, Huawei's "Nanniwan" plan means Huawei's self-help and self-sufficiency in production, including breakthroughs in smelting, smart screens, PC tablets and other fields, aiming at Huawei's survival without mobile phone business.
Duan, president of Huawei's machine vision field, took the opportunity to show the outside world that Huawei's machine vision has launched an intelligent pig raising plan. Duan said that Huawei's machine vision should exert its strength on intelligent pig raising, and the solution has been completed. It is necessary to perceive everything with intelligent eyes, and AI enables intelligent pig raising.
In this way, computers, steel, smart screens, tablets and other fields are expected to be included in the Nanniwan project. Machine vision, AI and big data analysis involved in intelligent pig raising may also be part of it.
Then, the Nanniwan project is of vital significance to Huawei, because it represents that Huawei is ready to deal with all difficulties and has achieved technological breakthroughs in many fields. It seems that even if there is a strong technical fortress ahead, Huawei will try its best to break it.