The macro environment is not optimistic.
As for the mobile phone business, most of the core products are provided from the outside. Even if only products such as screens can be supplied by domestic enterprises BOE, BOE's high-end products need to be purchased from foreign enterprises. Although we can produce some products ourselves, they are relatively low-end and cannot match Huawei's previous positioning. In the interlocking industrial chain, Huawei and BOE are at the low end, and mobile phones seem to be a forbidden area.
5G service is not only restricted, but also the strongman in Qualcomm. Any company's 5G has to pay patent fees to Qualcomm. Huawei once paid a patent fee of $65.438+08 billion, but it couldn't get it back when the 5G could not be sold and the order hadn't been updated for a long time, because Qualcomm refused to refund the fee. In terms of market share, the United States and Europe have been squeezed out, leaving only the domestic market.
In terms of system, HarmonyOS System 2.0 and EMUI 1 1 were introduced to alleviate the immediate crisis. However, the system is used in smart home and mobile phone respectively, and how to prevent product loss has become an unavoidable topic in the system field. If the inventory of mobile phone core products is exhausted, where should such a system go? The loss of investment is bound to be huge, but now Google Android has occupied all the markets of mobile phone systems. If you can't expand your territory and seize the share of Android, you can only wait for death.
65.438+0.8 billion dollars cannot be wasted.
The 5G aspect has been severely suppressed, and many 5G companies such as Samsung have seized the international market in recent years. If Huawei still insists, it will be very easy to suffer. Under the influence of the current environment, selling 5G is the best choice, which can be sold to domestic counterparts. They will use 5G products to make some benefits and not lose the game.
At the same time, it is necessary to communicate with Qualcomm in advance. After the 5G transfer, this $654.38+08 billion cannot be wasted. If this fee is completely worthless, it will be a heavy blow to the plan to earn profits from the domestic market and maintain the expansion of overseas markets.
What's more, at present, in the independent research and development of SMIC, 2.3 billion yuan has been defrauded to beat Shui Piao. Huawei, which has no mobile phone core products, has reached a critical juncture. Once you continue to lose money in profit, you can't reverse Gankun, and the outcome you face will not be much different from other enterprises.
Changing careers is inevitable and the most favorable choice.
There are so many missing core products that it is difficult to make up for them at once. Unless Einstein, Edison and 100 people come to Huawei, with the joint efforts of Qixin, we may have the opportunity to develop so many core products. Otherwise, it will not last until the day when R&D appears, and Huawei will not last because of the revenue and expenditure problems.
Therefore, giving up the mobile phone business and selling 5G will be Huawei's doomed development path. Next, it depends on whether the HarmonyOS system of the system can be established.