1,936 billion!Huawei won the world’s first place again, Ren Zhengfei has found a new blue ocean

1. Guide

   Before the suppression by the West, Huawei’s mobile phones were ranked first in China and the world’s top three. It even achieved a huge breakthrough in 2019, completing the overtake of Apple mobile phones. Unfortunately, after entering 2020, the West has increased its suppression, leading to Kirin chips are not produced, TSMC, Samsung, etc. have rejected Huawei’s orders. Huawei has no way. Before the new regulations are officially implemented, they have reserved a lot of inventory by outsourcing third-party chips such as MediaTek and Qualcomm to continue. Promote the release of new machines, even if the number is limited.

2. There is no loosening of new Western regulations, and Huawei insists that system chips go forward

   Judging from the latest statistics, Huawei’s mobile phones fell to the sixth place in the world in the first quarter of this year, and the market share is even more regrettable, with only 4% remaining, which is not even a fraction of Xiaomi’s. In addition to the impact of mobile phones, In the field of 5G, Huawei was not spared. 5G orders were overtaken by Nokia and Ericsson as early as last year. Up to now, Nokia ranks first in the world with 150 orders, while Ericsson has won the world’s number one with 139 orders. Second, Huawei has not announced the number of orders for a long time, and it is still 91, which means that Nokia and Ericsson have taken away most of Huawei’s orders.

   After the sharp decline in both mobile phones and 5G, Huawei’s revenue was naturally affected. Judging from the first quarter financial report announced, Huawei only won 150 billion yuan in revenue, which was a decrease of 30.6 billion yuan from the first quarter of last year. Even with such difficulties, Huawei still did not give up the pace of self-research and insisted that the chip system go hand in hand. Not long ago, Huawei HiSilicon made it clear that it will not lay off employees or reorganize, and will continue to develop high-end semiconductors and will not give up its investment in HiSilicon. In addition to the chip, Huawei finally took the first step and chose to bring the Hongmeng mobile phone version to the market, officially declaring war on Google and Apple, and won 360 million users in one year, breaking through 16% of the life and death line.

3. What about the restricted market? Huawei once again ranked first in the world As Huawei, which started by relying on communication equipment, even with limited chips, 5G is still Huawei’s top priority. After all, the Hongmeng system is facing the future of the Internet of Things era, and the ecological construction will take a long time. Huawei’s revenue contribution is really limited, so the 5G business is still the focus of Huawei’s survival. As the world’s leading 5G supplier, with 3147 core patents, in the first quarter of this year, Huawei directly obtained 6 Almost all billions of dollars in revenue are profits. In addition to patent authorization, Huawei has recently received good news. In the communications market, even if 5G is restricted, Huawei has once again ranked first in the world. Not long ago, the market research company Dell’Oro Group released a data about The report on the global telecommunications equipment market share in the first quarter of 2021 covers broadband access, microwave transmission, mobile core networks, RAN, SP routers and switches. According to the report data, even if North America is excluded, Huawei still ranks first in the world. It won a 26% market share, surpassing Nokia and Ericsson combined. Of course, a fact that cannot be ignored is that under the influence of new Western regulations, Huawei’s market share has continued to decline, down 12% compared to last year. 4. With a market of 1,936 billion yuan, Ren Zhengfei has found a new blue ocean We have all seen that there is no sign of loosening the new Western regulations, and the domestic semiconductor industry is currently providing very limited help to Huawei. Therefore, in order to allow Huawei to survive and gain more voice in the future, Ren Zhengfei chose to transform and vigorously develop Hongmeng. Software fields such as systems, smart car solutions, and cloud computing are all very successful today. They not only solve the current revenue problem, but also have a place in the smart car field in the future. In addition, Huawei is still Vigorously develop new 5G applications. Recently, Ren Zhengfei has found a new blue ocean with a market size of 1.936 billion yuan, which is the 5G+VR market. Recently, at the 5G+AR Global Summit, Huawei made a big hit. Through its world-leading 5G technology, it empowered the AR industry and developed an AR Engine platform. Through this platform, we can turn 2D photos into 3D stereoscopic models. Not only that, Huawei has opened a multi-faceted layout, applying 5G+AR fusion technology to transportation, shopping, games, education, tourism and other fields, such as Huawei AR maps, Huawei Cloud shopping malls, etc., which will bring more to users in the future. Rich digital experience. According to the forecasts of third-party organizations and Huawei, the market size of AR in 2025 will reach at least US$300 billion, equivalent to RMB 1,936 billion, which is not inferior to the mobile phone market. Huawei is the first to enter the market with 5G advantages, and it will inevitably bring Huawei to Huawei in the future. Revenue growth has come a long way. V. Conclusion Looking at it now, Huawei has a lot of back-ends, including future-oriented Hongmeng system, AR+5G, as well as smart car solutions, Huawei cloud computing, Huawei smart home solutions and other new businesses facing the present. This will bring revenue growth to offset the losses caused by the decline in mobile phones and 5G. With the continuous improvement of the domestic chip industry, Huawei will also regain its mobile phone business. At that time, the new Western regulations will completely fail. Well, with 1,936 billion, Huawei has won the world’s first place again. Ren Zhengfei has found a new blue ocean. What do you think?