The depth of telecommunications technology requires long-term accumulation, and there are still a large number of patent barriers. It is almost impossible for novices to surpass them in a short time. In the 5G era, Huawei is undoubtedly in a leading position, but from the perspective of 5G telecommunications technology, Ericsson, Nokia, and ZTE are still old rivals with comprehensive 5G technology, and Qualcomm, Samsung, etc. are also eager to try. Apart from these few, no other newcomers will appear in the short term.
Huawei is already among the top three in the global market and is fully capable of competing with Samsung and Apple. The main difficulty Huawei currently encounters is the unreasonable and malicious suppression by the United States, which has caused supply obstacles for hardware accessories and operating systems (Google GMS supply cuts, etc.). Fortunately, Huawei has a strong sense of crisis. Through the long-term reserve development (spare tires) of a large number of core hardware such as chips, as well as the pioneering development of software ecosystems such as the IoT operating system Hongmeng, it has initially developed the strength to develop outside the United States. However, in the short term, Huawei still has the problem that its ecosystem is not rich enough. I believe it is entirely possible for Huawei to achieve a super complete software and hardware ecosystem within 1-2 years, thereby achieving real sales surpassing Samsung and Apple and reaching the top.
Besides these three, the second-tier manufacturers such as OPPO, vivo, and Xiaomi do not have strong R&D capabilities. It is too difficult to catch up with Huawei. In this fiercely competitive market situation, There will be almost no more potential opponents in the foreseeable future.
Huawei attaches great importance to AI and cloud services strategically. Of course, it has also started preparations in all aspects for the future era of AI and the Internet of Everything, and has already achieved considerable strength. The built-in AI chips of Huawei's mobile processors are already very powerful and leading the way, and the dedicated AI chips should also enter the first echelon in the world. However, facing experts such as Nvidia and Intel, Huawei is still a particularly young player; in terms of cloud services, Huawei should still be It is in the second echelon in the world, with Amazon, Google and many other experts ahead of it. Therefore, in the field of AI and cloud services, Huawei does not yet have comprehensive strength. It is still in the process of entering the first echelon and is a challenger.
Huawei is a global leader or in the first echelon in the fields of communications, smartphones and ecosystem, AI and cloud computing, and has strong comprehensive strength. Although Huawei is not the best in other fields except communications, Huawei is an all-rounder. Looking around the world, no technology company has the comprehensive strength of Huawei.
In the next few decades, the world will be an era of 5G, AI and the Internet of Everything, and Huawei is very hopeful to become the number one player in this era. Of course, everything in this world is changing rapidly. There will be countless emerging technology companies emerging in many aspects. There may be many companies that surpass Huawei in some fields, but I really can’t see any that can surpass Huawei in all aspects.
Be invited to answer questions about the industry.
In the 5G era, Huawei’s biggest potential competitors are IT companies such as the ORAN Alliance and Intel.
After the continuous spin-off and merger of the 2, 3, and 4G communications industry, Huawei's main competition in the communications manufacturing industry is only Nokia, Ericsson and ZTE.
These are the top four companies in the global communications manufacturing industry.
Among the current 5G networking solutions of global operators, Nokia and Ericsson are Huawei's main overseas market competitors, while ZTE is Huawei's main domestic market competitor. Among the current 5G centralized procurement shares of domestic operators, Nokia and Ericsson are very marginalized and have basically lost the ability to compete with Huawei.
In some countries affected by the United States, the 5G market has been closed to Chinese equipment manufacturers. This part of the market is mainly occupied by Ericsson, Nokia and Samsung. The procurement of equipment, which is relatively common in the communications industry, requires competition among 3-4 communications manufacturers. Samsung has gained a big advantage.
Since Samsung currently has major shortcomings in communications networking, it mainly cooperates with Cisco in bidding for the bearer network and core network.
China is the world’s largest communications market. If Samsung wants to enter the Chinese market, it will have to face the challenges of the four traditional giants. From this point of view, if Samsung wants to advance in communications manufacturing in the 5G era There is basically no hope for the industry to grow.
Qualcomm is a solution provider in the communications industry. It does not directly produce equipment. However, in terms of chipsets involved in 4G and 5G, Huawei’s biggest competitor is Qualcomm.
And because 5G is a mobile communication standard for the Internet of Things, there will be a large number of terminal products in 5G, which require the use of corresponding industrial modules.
As for this part, the current mainstream market is still the battle between Huawei and Qualcomm. The competition here is even more intense than the market competition in the centralized procurement of 5G main equipment. This part of the market may also be larger than the market of equipment manufacturers.
At present, Huawei has launched a targeted 5G industrial module based on Balong 5000, which is to compete with Qualcomm for this part of the market.
The current mainstream communication equipment is a tight coupling of special chips, special equipment, and special software. This makes the cost of network deployment relatively high for operators and is also subject to communication manufacturing companies.
In order to significantly reduce the cost of networking, operators proposed "white boxing" using common chips and common components, and established the ORAN Alliance.
So far, Nokia, Ericsson and ZTE have all joined the ORAN Alliance, but Huawei has never joined.
The "white boxing" of equipment is very damaging to traditional communications manufacturing companies. The result of complete "white boxing" is that the income and profits of traditional communications manufacturing companies will decline. Very greatly affected.
Moreover, "white box" equipment based on general-purpose chips will turn the traditional communication equipment battle into a chip battle, and in this part, Intel is a strong opponent.
Moreover, ORAN is not the only alliance that wants to subvert the traditional communications manufacturing industry. IT companies such as Cisco and Facebook also have similar plans to enter the communications manufacturing industry to get a share of the pie.
In order to enhance support for industry applications and obtain lower latency, 5G must introduce edge computing at the edge of the network.
In this part, Huawei will be challenged by the IT industry, including chip manufacturers and hardware equipment manufacturers (Intel, Cisco, Google, etc.), cloud computing manufacturers, and traditional CDNs in the IT industry. enterprise.
All in all, as far as the 5G era is concerned, Huawei’s biggest potential opponents are lurking in the IT industry. 5G will be an era of further integration of IT and CT. The CT industry will continue to face challenges from the IT industry. As a leading company in the communications manufacturing industry, Huawei is the first to bear the brunt.
Personally, I believe that in the 5G era, Huawei's biggest competitor is not others but itself. Currently, Huawei is the industry leader in 5G technology, and no company can surpass Huawei's 5G technology.
Currently, the only one that can restrict Huawei’s development is the United States. The successive sanctions have indeed had a great impact on Huawei. The United States is a big country in science and technology. 99% of mobile phone accessories in the world use American technology and accessories. Yu Chengdong said that Huawei P40 no longer has anything from Google. It is true, but through After disassembling the P40 mobile phone, it was found that only the radio frequency antenna uses American technology. This is a last resort. The United States is in an absolute leading position in the research and development of radio frequency antennas, and there is no way Huawei will give up using it. Compared with other mobile phones, Huawei has "de-beautified" it as much as possible.
At present, the ban seems to have taken effect, but Huawei still ranks first with its 5G patent applications. This has a lot to do with Huawei's "wolfish" competition style, which spends tens of billions of yuan every year. To engage in research and development, this is not something that any ordinary company can afford.
Personally, I think that in terms of 5G technology, absolutely no one can surpass Huawei, because Huawei has been deeply involved in 5G communications for ten years and has a very stable foundation. It does not mean that it can be surpassed casually.
What Huawei has to do now is to continuously innovate and improve its R&D capabilities and surpass itself. Every time I watch Huawei’s mobile phone launch conference, what I like most is hearing about new technologies. I often get excited when I hear them. I want to go to the conference and shout "Huawei" right away. Awesome”!
I think there are many companies that do not pose a threat to Huawei for the time being, but in the long run, there should not be many potential threats to them, but there should never be more than one. However, no matter how many, I don’t know who it is, let alone who can overtake Huawei in the future. The biggest feeling is that Huawei’s obvious competitors now and in the future should all be foreign companies. Specifically, in foreign countries, potential competitors are more important than obvious competitors. It must be much less; domestically, Huawei is a potential competitor of all related companies. As long as it frees up its hands to enter or pay attention to the related fields in which they are leading, it will soon become an obvious competitor.
How many and who are the three types of companies (hereinafter collectively referred to as this) that do not pose a threat or are obvious competitors, as well as domestic companies that should regard Huawei as potential future competitors? You can tell by the companies involved in Huawei's extensive 5G layout.
Huawei began to lay out the 5G era 10 years ago, painstakingly and silently, and was later made public by the US government.
According to reports, Huawei’s current overall 5G strategy is to coordinate and develop together among its four major business areas. Among them, the operator business layout is 5G large-scale deployment, AI-enabled autonomous driving network, wireless network, fixed network, cloud core network, IT, network energy and global services; the enterprise business layout is to jointly build interdependent and ** *The ecosystem that has grown together has made in-depth efforts in the fields of smart cities, safe cities, finance, energy, transportation and corporate ecology; for consumer business, the layout is to promote the research and development of domestic automatic control technology; cloud services have promoted the industry into the "AI new era" ".
Take a look and count who the three types of companies are and how many there are. Of course, they are all over the country and abroad. It can also be seen that Huawei should be the only company in China that has such a wide range of technology fields and business coverage.
Who are those three types of companies? There is no need to list them one by one. They are already well known. It can be seen that Huawei is very tired because it is a one-on-one challenge. So, is it dangerous? You can rest assured that even the most challenging foreign companies among them will not do anything to Huawei due to the restrictions imposed by the host country's government on Huawei, because it is one of the companies involved in Huawei's field and business coverage. One, that's all. What's more, they have a long-term partnership with each other, and they also have a core patent licensing relationship. Huawei is an important party in terms of cooperation and licensing power. However, it can be seen that it has long been One problem we can see is that even in foreign countries where there are many strong competitors and they are all real competitors, it is difficult for Huawei to be overtaken by anyone. In most cases, they are all in the first echelon. From this, it can be naturally seen that even if Huawei Even abroad, Huawei is also a rare high-tech multinational company in China.
Not to mention the business scale, brand stickiness, financial margin, and sales channels that Huawei already has. It is difficult for powerful brand companies that want to enter Huawei's track to break through Huawei's "obstacle" and will be hindered. Reactions from other racers on the same track.
From the well-known and recognized development status of Huawei technology in related industries, we can also know who the three types of companies are and how many there are.
Let’s review Huawei’s technical status. In the field of world communications, taking into account chip software, protocols, systems, etc., at least in the top echelon, the entire communications technology does not constitute a constraint on Huawei; in the field of terminal mobile phones, there is definitely a gap between CPU, SOC and previous companies. , but not particularly big. GPU lags far behind, but is catching up. Photography technology is first, camera technology is at least third, and radio frequency technology is at least second. In cloud computing, it lags behind Tencent and Alibaba, let alone Google, Microsoft, and Amazon, but Huawei has just begun to pay attention to it. If it really wants to do it, it will surpass Tencent and Alibaba in a few years. There will be no problem. In the field of AI, it lags behind domestic Internet giants as a whole, but it also depends on Huawei’s investment. The level of energy; in the field of traditional terminal computers, such as notebook computers, it is easy to work with Lenovo, but Huawei may not put all its efforts into it.
As you can see, Huawei is playing a complete game on the Internet and mobile Internet as everyone said, and behind the related top technologies there is more than one very good company. Huawei is Play with everyone and challenge Western IT core technology on your own.
As for the field of Internet of Things, Huawei has just started and is not as good as Xiaomi. But if it really wants to do it, relying on its own Internet technology foundation, Xiaomi will not be a challenge.
It is also known that Huawei’s biggest potential challenge is that it is forced to create spare parts throughout the entire industry chain. The biggest real challenge is that its competitors are the most powerful countries in science and technology in the world.
The answer is complete, thank you to the questioner!
Huawei’s competitor is Google, let me analyze it.
First of all, Huawei's first industry is communications, its second industry is mobile phones, and its third industry in the future will be software.
Huawei has achieved first place in the communications industry, surpassing Cisco, Ericsson, Nokia, and ZTE.
The mobile phone industry ranks second in the world, with Samsung first, Huawei second, and Apple third. This refers to the market share ranking.
In the tertiary industry, Huawei is doing cloud computing, Huawei HMS, Hongmeng system can be enabled at any time and can be used on the Internet of Things, and the backup plan is Huawei search.
The primary industry allows Huawei to survive, the secondary industry expands its brand influence, and the tertiary industry is the most profitable industry. The tertiary industry and Google are highly overlapped. Huawei will compete with Google in operating systems, mobile services, cloud computing, and search engines.
People who say Xiaomi is Huawei’s competitor don’t understand Huawei. It can only be said that Xiaomi mobile phones are competitors of Huawei mobile phones.
Personal views, no specific understanding of these technological frontiers, please read.
4G technology is still maturing, and the 5G era will arrive in an instant.
There are many 5G solution providers around the world, and each has put in a lot of efforts. Today, when initial results have been achieved, we cannot relax, because every opponent will have the opportunity to surpass itself and occupy the market. Frontier technology position.
Personally, I believe that Huawei’s technology is currently ahead of the rest of the world, but it is undeniable that industries are closely related and inextricably linked. It is very possible that we are leading the world in 5G, but various supporting facilities are not yet complete, and related industries cannot keep up with the leading pace. The barrel principle can be clearly explained.
I still hope that the motherland will develop in all aspects in a balanced manner, support each other, make progress together, enjoy unlimited resources, and have all the people united. In this way, China will surely be on top of the world!
Let’s talk about the conclusion first:
Huawei’s potential competitors are Open RAN advocated by Google and others
5G equipment vendors
Now the main Competitors are Ericsson, Nokia, ZTE and other traditional equipment manufacturers. Due to political factors, Huawei's amateur center will continue to move to China, and the competition with ZTE, which has also moved its focus to China, will become more intense, although the two brothers have always been at odds.
In the mobile phone field
Huawei's competitors are still Apple, Samsung, as well as domestic Xiaomi, Oppo and Vivo,
Cloud computing services
< p> Huawei’s competitors are Alibaba and Tencent.Recently, Gartner released the latest "Market Share: IT Services, Worldwide 2019" research report. Huawei Cloud's global IaaS market ranking rose to sixth, with a growth rate of 222.2%, the fastest growth rate in the world, and the Chinese market Ranked in the top three.
Chips
Huawei’s competitors are Qualcomm, MediaTek, etc.
Conclusion
Huawei’s competitors are everywhere, and it is really difficult. . But the biggest potential opponent is Open RAN
OpenRAN is one of the plans of the TIP wireless access project team, currently led by Vodafone and Telefonica. OpenRAN decouples the software and hardware of traditional telecommunications equipment, opens interfaces and white-boxes hardware, uses general-purpose hardware to replace traditional special-purpose equipment, decouples software from hardware suppliers, and allows operators to use software and general-purpose hardware from different manufacturers. To achieve modular hybrid networking.
OpenRAN is a virtualized RAN solution. Virtualization refers to the ability to emulate a hardware platform in software. All functions are separated from the hardware and simulated as virtual interfaces with similar operating capabilities to traditional hardware.
It has the following functional blocks:
The arrival of 5G has given additional impetus to open technologies such as OpenRAN, a 5G solution using the OpenRAN architecture. Due to the virtual RAN architecture, 5G OpenRAN can provide most 5G functions such as network slicing, edge computing, NFV and massive MIMO. The separation of software and hardware makes RAN more flexible and helps operators provide customized services more cost-effectively. Compared with traditional RAN, OpenRAN has four main advantages: software-defined, no bundling (decoupled control/data open API), programmable and flexible.
Echoing OpenRAN is the O-RAN Alliance led by China Mobile. In 2018, China Mobile jointly launched the O-RAN Alliance with AT&T, Deutsche Telekom, Japan's NTT DOCOMO and France's Orange. , whose vision is to create an "open", "source-sourced" and "intelligent" highly flexible, low-cost wireless network, and conduct research around network intelligence, interface openness, software open source, and hardware white-boxing, aiming to transform the next generation The openness of wireless communication networks has been raised to a new level.
Although the O-RAN Alliance and OpenRAN belong to different organizations, their goals are the same. The core is to promote the evolution of RAN to a flexible and open architecture. The technical routes and industrial ecology are also similar, except that OpenRAN It focuses more on the practice and verification of equipment research and development. Currently, TIP and the O-RAN Alliance have reached a partnership. This move aims to ensure that the two organizations are consistent in developing 5G RAN solutions to avoid duplication, while reducing costs and maximizing resource sharing.
Horizontal: The only domestic competitor is itself; the foreign competitors are all well-known old companies!
Vertical:
It can be seen from here that Huawei has positioned itself from selling equipment in the past to developing in an all-round way in the fields of terminals, cloud computing, IT services and solutions. It has formed an "all-round" product line with "end-to-end" delivery capabilities and built a huge business empire. Recently, the British evaluation agency Brand Finance conducted an evaluation of the telecommunications industry and concluded the "Top Ten Most Valuable Telecommunications Infrastructure Supplier Brands in the World in 2020". Huawei once again ranked first in the world, with a brand value of US$65.084 billion.
Opening the curtain of the industrial revolution
Every industrial revolution has had a huge promotion effect on human society. Along with the social process of mankind, mechanization-electrification-informatization-intelligence continues to advance. The era has arrived at the fourth industrial revolution, and it is generally believed that it is driven by the widespread and deep application of digital technology. Informatization and intelligence are the representatives of this revolution. 5G, which combines digitalization, cloudification, intelligence and traditional industries, can be considered the vanguard of this revolution and opens a new era.
Internet of Everything, Cross-Industry Applications
These days, if industrial products don’t carry “Internet+”, there’s no point in advertising! The ubiquitous mobile communication infrastructure with 5G as the core provides technical and infrastructure guarantees from communicating information between people to communicating information about things. It not only changes people's lifestyles, but also changes people's production methods. It will definitely will reshape our society.
5G application scenarios
As can be seen from the "Flower of 5G", 5G has made changes in connection density, transmission rate, traffic density, mobility and transmission delay. , the scope of 5G’s technological changes is broad and the performance improvements are huge. Unprecedented! The current main technical scenarios of 5G are mainly applied in four aspects: continuous wide area coverage, hot spot high capacity, low power consumption and large connection, and low latency and high reliability. The first two scenarios mainly meet the future demand for mobile Internet business applications. The latter two scenarios are mainly oriented to the Internet of Things and are newly expanded scenarios.
In the past, China's technology was very backward, and the West was too far ahead of us, so they did not care about Chinese technology companies. But with the arrival of 5G, they suddenly found that someone has surpassed the West in the 5G field! They exclaimed "impossible"! To sum up, the competitive relationship between high-tech companies in related fields around the world and Huawei
Huawei started the company in the communications manufacturing industry, and communications equipment manufacturing is Huawei’s old business. Currently, only Nokia, Ericsson and ZTE can compete with Huawei. The other second-tier companies include: Samsung (returning to the communications industry) and CITIC (Datang Telecom + FiberHome, which has just completed the merger)
It can also be broken down< /p>
In the field of mobile communication equipment, Huawei's main competitors are Nokia and Ericsson. Huawei's domestic share is acceptable, but overseas, because many countries have blocked Huawei, this part of the overseas market is mainly divided between Nokia, Ericsson and Samsung.
In the field of optical transmission, the main opponents are ZTE and CITIC.
In the field of network equipment, the main opponents are Huawei's masters and the original leading monopoly Cisco.
Only the market share of the core network in 2018 was found. It is only used as a reference to get an understanding of Huawei's market share:
2. 5G computing service field
In the field of computing services for enterprise applications, especially in the field of cloud computing, Huawei has many competitors. Many companies such as IBM, Amazon, Microsoft, Facebook and Google are all Huawei's competitors at the same level. Domestic companies also include Alibaba and Tencent. Strong competitor.
3. Consumer electronics field
Huawei terminal is undoubtedly the most dazzling star within Huawei in the past two years and has become the leader of Chinese mobile phones (domestic: OPPO, VIVO and Xiaomi is the main rival), ranked third in the world, behind Apple and Samsung.
Huawei chips and HiSilicon, the semiconductor company that carries the dream of the Chinese people, are not leading globally in the semiconductor industry, including Intel, Samsung, TSMC, Hynix, Broadcom, Qualcomm, Texas Instruments, and STMicroelectronics The rankings are all ahead of HiSilicon.
What is particularly important to mention here is that with the evolution of 5G, in the field of terminal communication baseband chips, only five companies in the world can produce Qualcomm, Huawei, Samsung, Spreadtrum, and MediaTek. Among them, Huawei's most important opponent is Qualcomm. As the king before 5G, Qualcomm also has a good accumulation in the 5G field.
Huawei operating system, in the face of US sanctions, Huawei decisively launched a backup plan and launched the operating system Hongmeng for terminals. In this field, Hongmeng is still the younger brother, Google's Android and Apple's IOS. , currently accounting for 99% of the smart operating system market share.
5G is arriving at an unimaginable speed, and the world is accelerating the commercial deployment of 5G. The 5G industry is full of opportunities in products, terminals, and services. Although Huawei is now the world's number one company in the communications manufacturing industry, it still faces very strong international competitors in many fields. 5G is the final product of the integrated development of IT and CT. Traditional communication equipment manufacturers will face challenges from the Internet. 5G is coming. Is Huawei ready?
The above is my humble opinion, please correct me, thank you!
The 5G era is not only an improvement in speed, but also a real application of intelligence. Crisis and opportunity coexist. Enterprises should not only be the largest, but also be the best. There are countless opponents, self-study is the most important, and I am the best version of myself. I am the mountain, and I have no competition with anyone.
Politics is Huawei’s biggest enemy