In the middle and late September of 22, Huawei held the "Developers' Conference" and "Huawei Connect" Summit, which lasted for several days, and systematically released the current situation of many business lines of Huawei.
although it is not a listed company, Huawei still publishes financial reports every year. According to its 219 financial report, the company founded in 1987 currently has 194, employees and its business covers more than 17 countries and regions. It is the world's leading provider of ICT (information and communication) infrastructure and intelligent terminals.
in 219, Huawei's sales revenue was 858.8 billion RMB, up by 19.1% year-on-year, its net profit was 62.7 billion RMB, and its operating cash flow was 91.4 billion RMB, which was "the company's overall operation was stable". Huawei's revenue can be divided into three parts: consumer business, accounting for 54.4%; Operator business, accounting for 34.5%; Corporate business, accounting for 1.4%.
On September 1th, 22, Yu Chengdong, CEO of Huawei Consumer BG, thanked the developers and listeners.
"The desire to survive inspired us to find a way to save ourselves. We must still adhere to the road of self-improvement and opening up. If you want to be really strong, you must learn from everyone, including your own enemies. " At the end of July 22, Ren Zhengfei, the main founder, director and CEO of Huawei, said in a speech at four universities.
At the "Huawei Connected" Summit from September 23rd to 25th, Guo Ping, the rotating chairman of Huawei, also said in his speech that Huawei is now facing great difficulties, and "survival is our main line".
When asked how long Huawei's chips for mobile phones and base stations can last at the media meeting, Guo Ping replied: The increased sanctions imposed by the United States have indeed brought great difficulties to Huawei's production and operation. At present, each chip was put into storage on September 15th, and the specific data is still under evaluation.
"As for the' surplus grain of the landlord', we are well prepared for the 2B (enterprise-facing) business, including the base station ... As for the mobile phone chips, because Huawei consumes hundreds of millions of mobile phone chips every year, it is still actively looking for ways to reserve related mobile phones."
He learned that many American companies are actively applying for export licenses from the US government. Like Qualcomm. If applied, Huawei will be happy to use Qualcomm chips to make mobile phones. He said that Huawei has strong chip design capabilities and is willing to help credible supply chains enhance their capabilities in chip manufacturing, equipment and materials. "Helping them is also helping ourselves."
Guo Ping told a story. In the 199s, 1% of switches in China were imported, and the Paris Coordinating Committee imposed export restrictions on technologies such as No.7 signaling, which could not be obtained in China. Starting from the principle, Huawei finally made its own private branch exchange.
in Huawei's financial report in 219, the annual sales revenue composition chart
ICT (information and communication) is Huawei's core business. Guo Ping summed up the current layout with the collaboration of "five machines": on the basis of the global scale deployment of 5G, five technologies and five opportunities, namely connectivity, cloud, AI, computing and industry application, have gathered together. The opportunity of ICT industry lies in helping the government and enterprises fully enter digitalization and intelligence.
He cited the report of Oxford Economic Research Institute, which showed that one dollar of investment in digital technology can bring three dollars of digital growth in the industry. Last year, the added value of China's digital economy accounted for about 1/3 of GDP, but its contribution to growth reached 2/3.
Guo Ping said that the digital economy is the main theme of economic growth. "The core of the digital economy is connectivity and computing. The' density of connection' multiplied by the' accuracy of calculation' is the' strength of digital economy'. "
At the Fully Connected Summit, a large number of guests from the government, state-owned enterprises and private enterprises shared their cases of digital cooperation with Huawei.
For example, Shenzhen Airport, together with Huawei, has built a scenario-based scheme for flight business flow, seat allocation, ground support, etc. In 219, the number of ferry trips was reduced by 2.6 million, and the security inspection efficiency was improved by 6%.
Tang Shaojie, general manager of Shenzhen Metro Group Co., Ltd. said that Shenzhen Metro has 1 lines and 265 stations. In the past, the patrol inspection was completed by hundreds of staff in the early hours of every day, flying around Dai Yue day after day. However, with the help of 5G, video and AI technologies, in the process of subway operation, fault detection can be completed through video transmission, which reduces the inspection workload by 7%.
Peng Zhongyang, director of Huawei and president of enterprise BG, said in his speech, "You can't find a new continent with an old map ... Digital transformation can't be achieved overnight. You must dig and iterate scene by scene before you can move towards the future of digital transformation."
For example, in terms of engineering deployment, the Sky Tower project in Australia used to need 25 kilometers of cables, but it only needs 34 kilometers after being turned into optical fiber; In terms of operation and maintenance, all-optical replacement of switches can change the network architecture from three layers to two layers, eliminating the maintenance of the middle layer; All-light can also save many weak computer rooms, which not only eliminates potential safety hazards, but also saves electricity costs such as air conditioning.
At the "Developers Conference" on September 1th, Yu Chengdong, CEO of Huawei Consumer BG, said that Huawei is currently a "two-wheel drive" of software and hardware collaboration: hardware is a "1 8+N" strategy; The software is mainly the application ecology of HarmonyOS system and HMS.
Zhang Pingan, president of Huawei's consumer business cloud service, introduced in his speech that among "1+8+N", 1 is Huawei's mobile phone; 8 is a tablet, personal computer, smart screen, car, watch, etc. N is other smart devices provided by partners that can communicate with Huawei hardware through HiLink.
"After May 16th last year, our new overseas mobile phones could not continue to use Google services, so we decided to build our own mobile service (HMS) application ecosystem to support Huawei's intelligent hardware."
The mobile service ecosystem includes five services: payment engine, advertising engine, browsing engine, map engine and search engine. Among them, the search engine is the most difficult. "Looking at it, although there are partners abroad, you can't rely on it. You need to build it from scratch, which is technically difficult and costly." At present, the search engine has been launched, supporting more than 5 languages and 2 vertical fields.
The number of global developers joining the HMS ecosystem is growing rapidly, reaching 1.8 million this year, almost double the same period last year; There are 96, applications integrating HMS Core, and 49 million monthly users in Huawei's application market. At present, HMS has become the third largest mobile application ecosystem in the world.
"It is not easy to make up your mind to build a brand-new ecology. In the face of tremendous pressure and challenges since last year, Huawei chose' I would rather die one step ahead and never step back'. " Zhang Pingan said.
at the "developer conference", Yu Chengdong recalled that he had been in charge of Huawei's consumer business since the fall of 211, focused on developing high-end products from 211 to 215, built high-end brands from 216 to 219, and started to build the HiLink ecosystem, the whole scene ecosystem and the "1+8+N" hardware ecosystem in 219.
in the past nine years, Huawei's smartphone shipments soared from 3 million to more than 24 million last year, ranking second in the world in terms of market share, even though sanctions were difficult. Last year, it achieved a revenue of more than 46 billion yuan, and it still achieved year-on-year growth in the first half of this year.
As of the second quarter of 22, Huawei's mobile phones, wrist wearable and smart watches have the first market share in China, and tablets and notebooks have the second market share in China; In the global market share, mobile phones and wrists are wearable first, smart watches are second, and tablets are third.
HarmonyOS is a distributed operating system for all scenes (mobile office, sports health, social communication, media entertainment, etc.). Now it is open source and will fully support Huawei mobile phones in the near future.
At the end of the speech, Yu Chengdong said, "No one can extinguish the starry sky. Every developer is a spark that Huawei wants to gather. A spark can start a prairie fire."
In an interview with The Wall Street Journal in March, 22, Ren Zhengfei said that Huawei's operating system was open and open. "We are forced to do this because we have no sense of security. If we still use other people's things, what should we do if we are cut off by others next time? It is the lack of supply that drives us to Liangshan. We must work hard to make up for the delayed homework, otherwise we can no longer stand on this land. "
Since p>216, the number of developers in Huawei's cloud and computing field has increased from 25, to 1.8 million, an increase of more than 7 times.
Zheng Yelai, president of Huawei's cloud business, said at the press conference, "Facing the increasingly complex global geopolitics and uncertainty, from Huawei's point of view, the cloud itself is a software-based product, and the software of the cloud is knocked out one by one by ourselves. Huawei Cloud has opened up a new combat space for Huawei. "
according to the tracking report "China Public Cloud Service Market 219Q3" released by IDC in February 22, Huawei Cloud has increased by more than 3% in the IaaS+PaaS market for three consecutive quarters, ranking fourth. The top three are Alibaba Cloud, Tencent Cloud and China Telecom.
Huawei's "building cars" is a hot topic recently, but this topic was not highlighted in the summit.
On the eve of the Beijing Auto Show on September 26th, 22, Xu Zhijun, the rotating chairman of Huawei, said in an interview that in May 219, Huawei set up the BU department for smart car solutions, which now has 4, people and has spent about 5 million US dollars this year, and the profit issue will not be considered in the short term. At present, Huawei is relying on its own communication and computing advantages to help enterprises "build good cars".
An interviewee close to Huawei revealed that the cooperation between Huawei and car companies is similar to being the "brain of a car", making cars smarter through a digital operating system.
in the overview map of Huawei's business organization in official website, it is divided into three blocks: group functional platform, ICT business organization and consumer BG(Business Group). There are five sections in the ICT business organization: operator BG, enterprise BG, network products and solutions, cloud and AI, and smart car solution BU.
in late July of 22, Huawei recruited "talented teenagers" with an annual salary of one million yuan to become social news. An annual salary management notice issued by Ren Zhengfei shows that Huawei implements an annual salary system for eight doctoral firms, with annual salaries ranging from 896, to 2.1 million.
At the press conference, Guo Ping, the rotating chairman of Huawei, said that Huawei's human, financial and business development is basically stable at present, and its human resources policy will be stable for some time to come.
He stressed that Huawei will continue to attract the best talents. "The key to solving Huawei's problems is the best talents. What does it take to turn sand into chips? Relying on outstanding talents. "
"The future and revitalization of China depends on children, and education is the only way to rely on children. Run more schools, implement differential education and inspire their innovative spirit, and they will have confidence year by year and approach the door of the future world year by year. "