The data shows that Huawei's Q 1 revenue was1500.57 billion yuan, but Q2 revenue decreased by 38%. This data is mainly because Huawei is in trouble, and Huawei's predicament is mainly due to chip problems. After US sanctions, Huawei has been greatly weakened and has no strength to seize the low-end mobile phone market with mobile phones such as Xiaomi. No money again! Which part of the "property" will Huawei choose to sell this time?
It is said that Huawei intends to sell its X86 server business. Huawei has two production lines for servers, one is X86 and the other is Kunpeng Ecology. Instead of grasping the unimportant straw of X86, it is better to focus on the important Kunpeng ecological server product line, which has broad prospects. Therefore, selling X86 business is the best choice at present. Giving up is not equal to failure, and it is probably the beginning of rebirth. Which way does Huawei choose to be reborn? I think we will start with two businesses.
The first item is to make cars. Although Huawei stated that it would not build cars, it only helped those car companies to apply technology to cars and give full play to their intelligent advantages. How profitable it is to build a car, just look at the mushrooming entrants! Therefore, there is a high probability that Huawei will continue to increase investment in building cars. In fact, the sales of the extremely Focus Alpha cars produced are also very good. Combining new energy vehicles with autonomous driving technology, Huawei can build cars in the future! The second business is patent fees. In recent years, Qualcomm has made a lot of money from patent fees. Last year, after Huawei announced that it would charge patent fees to mobile phone manufacturers, it really tasted the sweetness. From the announcement of fees on 20 19 to the end of the year, the patent revenue exceeded 8.5 billion yuan, which is no small gain for Huawei. Huawei didn't care about this piece before, but now it wants to eat meat.
Some people may ask, doesn't Huawei want to raise pigs intelligently? In fact, this is also a cognitive misunderstanding of the public. Huawei does not raise pigs by itself. It is planned to cooperate with large pig enterprises to apply AI and other technologies to pig farms to realize intelligent pig raising. However, I think that now that pork prices have fallen like this, pig enterprises have reduced production, and they may not buy Huawei's technical accounts. Therefore, Huawei's pig raising may be temporarily stranded. Even if it doesn't run aground, it can't be a big part of its income.