Huaweis – Spress

Original High Light | Share restored from 3% to 9.5%! Without the glory of Huawei’s “Umbrella”, can it break out of the siege of Xiaomi OV?

editor — Sun, 27 Jun 2021 16:00:07 +0000

Produced｜Sohu Technology

Author｜Zhang Yating

Edit | Yang Jin

“Flags are collected in Kyushu, the Glory 50 is the best seller”, “Zheli is the most glorious, Zhejiang customers wish Glory new products will be sold” “50 is born, proud of the heroes, Sichuan glory, peaking”…

Before the launch of the Honor 50, some Honor employees and distributors wore blue T-shirts with the honor logo, and uttered passionate slogans outside the Oriental Sports Center for a group photo to commemorate.

Compared with the first V40 conference held online after the independence of the Honor brand in January, the offline conference of Honor 50 was significantly more “lively”. A Honor dealer from Hebei told Sohu Technology, “This time, dealer representatives from all provinces across the country have basically come.”

For Zhao Ming, the holding of this conference is also of great significance. At the opening of the press conference, he mentioned with a touch of sentiment: “With mixed feelings in my heart, thank you friends for your support, Glory is standing in the Oriental Sports Center again.” Before Glory’s independence, the Oriental Sports Center witnessed Glory 8, Glory 9, and Glory. The release of Honor 10, Honor 20 and Honor 30.

“No one will give us an umbrella anymore”

“In the past 211 days, Honor has gone from the top two brands in China, with a market share of 16.7%, to 3%.” In the context of chip sanctions, after leaving Huawei’s halo, Honor has experienced a period of time. Dark period.

This gloom is not only reflected in market share, but also in rather trivial details. Zhao Ming admitted in an interview with media groups including Sohu Technology, “We have never had such a life before, and no one will give us an umbrella again.”

In the past, Glory operated in a large system, but after leaving Huawei, Glory can’t rely on the big tree to enjoy the cold. Zhao Ming, for example, said that at one time Honor had to find bank loans for its operating cash flow, and each product had to be calculated carefully. When the office was renovated, the tables, chairs and benches had to be bought by themselves. “Shenzhen often had problems when it was just being renovated. I was sitting in the office on the 32nd floor. The bathroom was blocked and I needed to find the bathroom upstairs and downstairs.”

At the same time, Zhao Ming said that these difficulties and problems have made Honor look back and re-recognize itself, “We are an independent startup company, and we have to complete our own salvation and the transformation of the entire system.”

Domestic share rebounded from 3% to 9.5% Currently, Honor has publicly announced that its market share has returned to 9.5% in the past May. An industry source told Sohu Technology that on the second day of the press conference, on June 17, Honor also held the China KA Summit for retailers in Shanghai, and disclosed the weekly trend of domestic TOP6 brand sales share, and Honor sales once It surpassed Huawei and became the fifth in China. Glory is extremely eager to return to the mainstream market. Although the chip data of Honor 50 was obtained 45 days later than the industry, it was released at least one month earlier than other manufacturers. Zhao Ming said, “I haven’t seen our R&D team work hard in this way for ten or even fifteen years. In terms of channels, Honor said that during the difficult times in the past few months, it has added more than 2,500 experience stores and special areas. The advantages of more than 30 Glory agents and distributors in jointly acquiring Glory have also been demonstrated at this moment. For glory after the reorganization, winning the domestic market is the first step, and the recovery of overseas markets is obviously facing a greater test. An employee in the Eastern European market of a domestic mobile phone brand told Sohu Technology: “At present, Honor is lingering overseas. The market share of Honor in my region has dropped from a high of 26% to 3%. Google GMS authorized Honor is also indirectly obtained. When it arrived, Google licensed it to Longcheer, and Longcheer produced it on its behalf.” Google GMS authorization is indispensable for domestic mobile phone manufacturers to explore overseas markets. Therefore, Glory’s attitude towards Hongmeng is also rather ambiguous. Zhao Ming said that he will pay attention to the development of Hongmeng and will choose the operating system according to the preferences of global consumers in the future. Can “Glory” continue to glory? The 9.5% market share seems to have improved significantly, but the above-mentioned industry sources told Sohu Technology: “There is still a gap. 15% is a watershed. Once it reaches 15%, the brand will basically lay a solid foundation.” The release of the Honor 50 series is an important “killer” for Honor’s impact on the “Watershed”. For this new machine, Zhao is obviously very confident. “This year’s Honor 50 series will undoubtedly be the hottest products among the hottest products. We launched this product during the peak season of the market.” “V40 is a transitional model, 50 is the big move.” A Glory retail terminal employee bluntly told Sohu Technology: “To be honest, we have been so busy recently that we have no time to eat. When new products are launched, we have several times the work on hand. There has been a dramatic increase, but the manpower has not increased.” Sun Yanbiao, Dean of the First Mobile Phone Industry Research Institute, commented that the Honor 50 series is a high volume model. “Honor 50 series covers 2399 yuan to 3999 yuan, which is the most popular price range for consumers, and the positioning of the main video shooting is also very accurate.” Sun Yanbiao believes that other domestic mobile phone manufacturers are currently unable to obtain the share dropped by Huawei due to the lack of cores and other reasons. Honor has the potential to take over the Huawei market in China, whether it is from the brand level or the channel level. The latest report of the China Academy of Information and Communications Technology pointed out that mobile phone shipments in April and May decreased by 34% and 32% year-on-year, respectively, mainly due to three factors: First, the domestic mobile phone shipments in the first quarter increased by more than 100% year-on-year, and demand was released ahead of schedule ; The second is that the supply of mobile phone chips in the upstream of the industry chain is tight; the third is that Huawei’s shipments have fallen sharply, and other manufacturers have failed to fully make up for the vacancy of Huawei. A consumer who placed an order for Honor 50 Pro at the press conference told Sohu Technology the reason for buying, “I am used to the Huawei mobile phone system, but I can’t buy the Huawei P and Mate series. The Honor mobile phone system is similar to Huawei’s, and the price is It’s also quite cheap.” Whether it is the recent night of Zhao Mingliang’s Qualcomm Xiaolong, or the global release of Honor 50, it can be seen that Honor is constantly sending positive signals of return. However, in this fiercely fighting mobile phone market, in the face of powerful opponents such as Xiaomi OV, Honor wants to return to the center of the stage and continue Huawei’s glory, and it will take a certain period of growth. Sun Yanbiao revealed that there is news in the market that Honor has cut its annual target from 50 million to 30 million. In order to achieve this goal, the first batch of the Honor 50 series should be around 1.5 million units. Next, Honor will release a new Magic series with high-end positioning and equipped with the Snapdragon 888 processor in the third quarter. Zhao Ming confidently said that the core competitor of Honor in the Chinese market in the future is Apple

Burst! Huawei’s 5G is “cut off” again, how to defend against technological bullying?

editor — Wed, 23 Jun 2021 16:20:08 +0000

Today, the Swedish court upheld an injunction prohibiting Huawei from selling 5G equipment in Sweden. Soon afterwards, Huawei issued a statement in response to express its regret and believed that this court decision was not the final one. It is studying further legal remedies and looking forward to dialogue with relevant Swedish parties to seek solutions. The editor believes that Huawei spares no effort to fight for related rights. In addition to not wanting to miss the Swedish market, it is more important to avoid destroying its hopes of a comeback in the European market and triggering a knock-on effect. Therefore, this matter must still be handled properly. The verdict has a knock-on effect, Ericsson is full of “survival desire” Crucially, the above-mentioned Swedish agency did not provide any facts and evidence of Huawei’s security issues during the public trial, and clearly described it when submitting documents to the court. There was no evidence that Huawei’s equipment and software had technical vulnerabilities. This is really a bit confusing, a bit out of nothing, and it feels like a thief shouts and catches the thief. In fact, this matter dates back to October last year when the Swedish Postal and Telecommunications Administration banned Huawei or ZTE from supplying 5G equipment to Swedish mobile companies, including participating in 5G spectrum auctions. The equipment that is still in use must be replaced by early 2025. In response, Huawei also filed an appeal. Obviously, the Swedish court rejected Huawei’s appeal this time and upheld the “Huawei 5G ban.” Therefore, the editor also believes that the decision of the Swiss side may cause a knock-on effect and have many subsequent effects. Previously, the attitudes of many European countries towards Huawei’s 5G need not be repeated. Romania is the latest country to actually ban Huawei from participating in the construction. However, because of the use of the Danish intelligence agency by the United States, the situation seems to be turning for the better. Italy’s recent reversal of its attitude shows signs of lifting the ban on Huawei, which may trigger other European countries to follow suit. Perhaps a country like Italy, which is a bit “sorrowful”, is very good at standing in teams and turning back. It will always lean on the winner’s side, and Sweden should learn more from it. After all, from the perspective of the country’s direct interests, rejecting Huawei will undoubtedly leave Sweden’s own 5G development behind. The UK has also suffered before, not only the lagging network construction, but this is still a continuous matter, to bear the additional cost increase in the next 10 years. It also has a negative impact on the political and economic aspects of the country. Generally speaking, under the political and diplomatic pressure of the United States, although European governments are reluctant, they have to bow their heads and prosecute themselves. They have to deal with between the two major powers and block Chinese companies from participating in 5G construction. From the perspective of corporate interests, there is no practical benefit at all. Huawei’s 5G is blocked out, and local Ericsson should logically be pleased. However, Ericsson had a high-profile support for Huawei. Obviously, Ericsson believes that the Chinese market is much more promising than the Swedish market, and it has shown a great desire to survive. After all, banning Huawei will greatly increase the negative impact of Swedish companies, including Ericsson. Although China is not the most important market for Ericsson, in the domestic 5G network bidding construction last year, Ericsson also showed signs of being marginalized, but at least about 10% of its revenue comes from China. For this reason, a month ago, Ericsson also issued a warning that its business in the 5G market in China is expected to shrink substantially. Looking forward to China’s “legitimate defense”, Catching a Duck on Shelves and Technological Bullying On the other hand, the outside world is also observing the response and actions of the Ministry of Commerce of China, especially whether it will offer a list of unreliable entities to counter it. The editor checked the relevant regulations and found that foreign entities included in the list of unreliable entities may be restricted or prohibited from engaging in China-related import and export activities, and their investment in China may be restricted or prohibited depending on the circumstances. After all, the Ministry of Commerce only announced the “Regulations on the List of Unreliable Entities” in September last year, and this seems to be the same. In order to deal with the irrationality and arrogance of the West, it is of course a legitimate defense. However, one trades another. After Huawei’s 5G equipment and technology are continuously suppressed by Europe and the United States, Nokia, Ericsson, and Samsung will naturally further erode the European market. Even second-tier 5G network equipment suppliers such as Samsung Electronics will be able to do so. Entering the European continent and signing a contract with British Vodafone is really trying to catch the ducks on the shelves. The naked economic and technological bullying in the West continues. Last Thursday, the U.S. Federal Communications Commission (FCC) unanimously voted to ban the approval of equipment from five Chinese companies in the U.S. communications network on the grounds of “national security threats.” The companies involved include Huawei, ZTE, and Hytera. , Hikvision and Dahua. The editor believes that the U.S. has become accustomed to constantly generalizing the concept of “national security” and abusing national power to suppress specific countries and companies without any evidence. This is also the United States once again openly denying the principles of market economy, freedom and democracy that it has always advertised. In any case, for Ericsson’s operations in China, regardless of whether it is countered by the Ministry of Commerce, it will ultimately pass the Chinese market and consumers. Relevant Swedish institutions should formulate objective, uniform, and verifiable cyber security standards based on basic facts. This is the perfect solution. (Editor in charge: Andy) Finish

Huawei’s talented teenagers are popular, making self-driving bicycles

editor — Wed, 16 Jun 2021 14:22:08 +0000

2021-06-15 23:00:14 Author: Qingzhou

Huawei’s “Genius Youth Project” recruited, once relied on self-made mini Linux computers, NFC ID cards, and the technology tycoon “Jihui Jun” who was popular at station B with a screened power bank. Recently, there are new works. This time, he transformed an ordinary bicycle into a self-driving bicycle through various advanced technical means and equipment.

Zhihuijun said that he accidentally fell while riding a bicycle some time ago, so he is determined to make a self-driving bicycle that will not fall.

To make bicycles do not require people to walk by themselves, they must do a good job in perception, power and control. In terms of hardware, he equipped the bicycle with a model airplane power lithium battery, brushless motor, steering gear, RGBD depth camera, lidar, control system, etc. In terms of software, Zhihui Jun imitated the human brain and designed a brain plus cerebellum architecture. Among them, the “brain” uses Huawei’s Shengteng 310 AI processor, which is responsible for thinking.

Finally, after a series of simulations on the game engine, the self-driving bicycle is finally ready.

In the field test, the bicycle can maintain its balance at a standstill, and can even be stable under impact and increased load. Relying on a complete sensor system, it can also achieve a certain degree of automatic driving on the road and become a real “bicycle”. In addition, limited by the power of the vehicle, this system is currently unable to carry people.

The genius boy is indeed well-deserved.

Exposing that Huawei’s 3nm chip is being developed and the Kirin processor trademark has been registered

editor — Wed, 16 Jun 2021 07:35:06 +0000

Smart things (public account: zhidxcom)

Compile | Jian Teng Edit | Yunpeng Wisdom News reported on May 24 that the US media HC (Huawei Central) recently revealed that Huawei will develop a 3nm chip, which is expected to be released in 2022. The rumored 3nm chip is temporarily named “Kirin 9010”, and it will be used in Huawei’s high-end mobile phones and tablets. 1. How high is the level of 3-nanometer chips? At present, Apple, Qualcomm, and Intel have mastered the most advanced chip research and development technology, while TSMC and Samsung represent the highest level of chip manufacturing. At present, the highest level of chips has crossed from 7nm to 5nm, and is moving towards 3nm. The chips using 7nm process are Apple A13, Snapdragon 865, Kirin 990, while A14, Kirin 9000 (including Kirin 9000E), and Snapdragon 888 are 5nm chips. According to rumors, the 3nm Kirin 9010 currently being developed by Huawei represents the highest level of the chip industry. 2. Kirin processor, application for registration Tracing the sources of HC and other media, you will find that the source of this information comes from the country. The picture shows that Huawei Technologies Co., Ltd. applied for trademark registration of the Kirin processor on April 22. Kylin processor belongs to “9 scientific instruments” in the international classification, and its registration number is 55457549. This shows that Huawei mobile phones have not lost hope of returning to the market, HC commented on this. There is news in China that Kirin 9010 does not adopt the latest ARM V9 architecture, but instead adopts the ARM V8 architecture. Huawei’s familiarity with the V8 architecture allows it to further ensure the stability of the chip, while increasing the core and independent NPU will strengthen the performance of the Kirin chip. In addition, the Kirin 9010, like the current Kirin 9000, adopts a built-in 5G communication baseband. 3. R&D, not mass production It is believed that the rumored 3nm Kirin 9010 chip will be completed by the end of this year. In terms of manufacturing, currently only TSMC can manufacture 3nm chips in the world, and this manufacturing capacity has not yet reached the level of commercial use. In view of the sanctions imposed on Huawei by Western countries led by the United States, Huawei was unable to place chip orders to TSMC. HC said that repairing the relationship with the United States will be the key to Huawei’s mobile phone promotion work. Although the production of the Kirin 9010 is rumored to be difficult, its research and development is still necessary. Huawei’s rotating chairman Xu Zhijun once said that Huawei currently has no profitability requirements for HiSilicon. Although there is no place to process HiSilicon chips, Huawei will always keep this chip team and keep it moving forward. Concluding remarks: Where is the way forward for Huawei, which is “lack of cores” Since the United States announced sanctions on Huawei, Huawei has been ill-fated. Huawei’s mobile phones quickly fell to the altar, with an annual shipment of over 240 million units during its peak period and a brilliant domestic market share of over 39%. No one knows the suffering of “core shortage” better than Huawei. Where is the future development of Huawei’s mobile phones? In addition to independent research and development of chips, it is also vital that all industrial chains in the United Nations jointly overcome the difficulties of chip manufacturing. Source: Huawei Central

Original High Light | Huawei’s two generations of Titans are in the cloud business: this year’s growth rate may still reach three digits, and it is difficult to become a “cash bull” in the short term

editor — Sat, 24 Apr 2021 21:31:13 +0000

Produced | Sohu Technology

Author | Zhang Yating

Edit | Yang Jin

Huawei, which has always been prudent and prudent, has recently made intensive adjustments to its cloud business, which has aroused heated discussions in the outside world. On April 9, Huawei announced the appointment of Rotating Chairman Xu Zhijun as Chairman of Huawei Cloud, and Huawei Consumer BG CEO Yu Chengdong was appointed as Huawei Cloud CEO.

A week ago, on April 2, Huawei announced the abolition of Cloud&AI (cloud and computing) BG. On March 30, Huawei just appointed 11 members including Zhang Pingan (formerly President of Consumer Business Cloud Services) as Cloud&AI BG managers; Zhang Pingan was appointed as Cloud BU President.

At this point, the structural adjustment of the cloud business has come to an end in the turmoil. The latest Xu Zhijun + Yu Chengdong, the luxurious lineup of two generations of Huawei’s Titans, also made the speculation that “Huawei Cloud will develop independently or be sold” spread like wildfire. Some insiders bluntly said that “this is the management configuration of a listed company.”

At the Huawei Analyst Conference on April 12, Xu Zhijun gave a formal response to related hot topics. He pointed out that the abolition of cloud and computing BG is to focus on developing cloud business, increase the proportion of software service revenue, and reduce dependence on hardware.

As we all know, Huawei started by making communication equipment, and hardware revenue has always been the main driver. In recent years, the revenue of consumer business, which is dominated by mobile phones, has supported about 50% of its revenue. However, the blow of the ban made Huawei have to think about how to go on leaving the chip?

The cloud business is regarded by Huawei as a key “chess piece” for increasing software revenue. Guowei, the chief product official of Huawei Cloud, told Sohu Technology that this year’s cloud business will definitely continue to grow in three digits. On the one hand, Huawei attaches great importance to the cloud business, and customer demand is also great. According to official disclosures, Huawei Cloud will grow by 168% in 2020.

It should be noted that even if the cloud and computing BG has been withdrawn, the current cloud and computing entire sales and channel system remains consistent. Shi Jilin, President of Huawei Cloud and Computing Global Marketing and Sales Service Department, told media including Sohu Technology, “The future sales and channel system will be optimized and adjusted accordingly as business development needs.”

“The shortcoming that needs to be made up most is the user experience”

Compared with mainstream cloud vendors, Huawei Cloud is almost 10 years behind. Amazon AWS cloud computing service was commercialized in 2006, Alibaba Cloud was formally established in 2009, Tencent Cloud was commercialized in 13 years, and Huawei only established Cloud BU in 17 years and officially entered the public cloud.

“It is necessary to make up for shortcomings but also to find ways to surpass other manufacturers.” Fang Guowei told Sohu Technology that the biggest challenge for Huawei’s cloud business is that the business started relatively late. .

He pointed out that it took Huawei almost four years to go through the product development process of other manufacturers for about ten years. “We started to do public cloud in 17 years and developed more than 200 products in almost four years. The number of products is about the same as that of other vendors.”

The speed of HUAWEI CLOUD’s development should not be underestimated. According to Canalys’s Q4 China Cloud Service Market Report last year, Alibaba Cloud occupies an absolute leading position with a 40% share, Huawei Cloud ranks second with a 17% market share, and Tencent ranks third with a 15% share.

Dai Mingzhe, an analyst at Head Leopard Research Institute, told Sohu Technology that because of its first-mover advantage, Alibaba Cloud has always maintained the first place in market share. However, HUAWEI CLOUD is catching up with its accumulation in the ICT field and the precipitation of the government and enterprise markets, and is constantly shortening the gap with the leading manufacturers in the market.

Of course, in the pursuit of rapid development, Huawei Cloud also needs to make up for its shortcomings. “We are a traditional hardware-advanced company. There are no examples in the world of transforming into a software-advanced company. Our difficulties are imaginable.” Ren Zhengfei realized that changing from selling products to selling cloud services requires building cloud services. The ability and support to provide customers with the operation, operation and maintenance capabilities of cloud services.

A business manager of a domestic leading cloud vendor told Sohu Technology that Huawei Cloud’s long-tail customers have relatively weak operating capabilities. “Customers who consume hundreds of thousands a month in the order of magnitude, either look at the brand or buy the cheap ones. Huawei Cloud is a bit embarrassed in the middle. And the stability and performance of its products still need to be polished.”

Fang Guowei also bluntly told Sohu Technology that the shortcoming that needs to be made up most is the user experience to make the product more usable. Previously, it was more to quickly complement the functions, but there is still a lack of user experience. This year, it will be promoted as a focus.

“For example, in terms of product design, interaction design will strive to be more user-friendly; in terms of documentation, I hope that customers will understand how to operate immediately after reading the documentation, because a very important point in the cloud is self service.”

Relieve the pain of lack of core

Undoubtedly, sending two generals, Xu Zhijun and Yu Chengdong, can see how much Huawei attaches importance to the cloud business. Of course, frequent architectural shocks can also reveal Huawei’s entanglement in exploring cloud services.

At the beginning of 2020, Cloud&AI (cloud and computing) rose to Huawei’s fourth largest BG, Hou Jinlong served as the president of Cloud and Computing BG, and Peng Zhongyang as the president of Enterprise BG.

In January of this year, Huawei internally issued a document stating that consumer business CEO Yu Chengdong will concurrently serve as the president of Cloud and Computing BG, and Hou Jinlong, former president of Cloud and Computing BG, intends to appoint the chairman of Digital Energy. At that time, a Huawei insider revealed to Sohu Technology that “the development progress of the cloud business is average, and the slogans are more powerful. I hope Mr. Yu’s leadership can change the current state.”

On April 2, Huawei adjusted its cloud business again, appointing Zhang Pingan as the president of Cloud BU, and at the same time withdrew the cloud and computing BG, and the original server and storage were classified as “network products and solutions.”

About a week later, Huawei Cloud ushered in new personnel appointments again. Rotating Chairman Xu Zhijun was appointed as Huawei Cloud Chairman, Yu Chengdong was appointed as Huawei Cloud CEO, and Cloud BU added two deputy directors, Peng Zhongyang and Tao Jingwen in charge of corporate business. And process IT.

From the establishment of Cloud and Computing BG to the dismantling of Cloud and Computing BG, Cloud BU has once again returned to an independent state. Xu Zhijun said to the relevant changes that Huawei Cloud has always been an end-to-end independent BU. At the beginning of the establishment of HUAWEI CLOUD, it was hoped to coordinate the operation of servers and storage with HUAWEI CLOUD, but the collaborative operation was found to consume the energy of the cloud team.

He pointed out that the adjustments made now are to hope that the cloud business will be more independent and focus on developing cloud. At the same time, in the long run, we hope to increase the proportion of software service revenue.

Under the influence of the US ban, Huawei is also actively thinking about future business development issues. How does the future go? Xu Zhijun put forward five key strategic measures in the future, and the first one is to optimize the industrial mix and enhance the resilience of the industry, especially the enhancement of software capabilities, the strengthening of investment in advanced technology and weak-related industries and the investment in the smart auto parts industry.

Dai Mingzhe told Sohu Technology that under the ban, the chip industry chain will have a certain impact. However, Huawei’s cloud business will focus on software development in the future, and it is expected that this impact will be mitigated to a certain extent.

Can the cloud business become the next “cash cow”?

The cloud market still has development potential. Gartner data shows that as of 2019, the global cloud computing market reached US$188.3 billion, and it is expected that the market size will reach US$350 billion in 2023. According to the “2020 Cloud Computing Development White Paper” issued by the Institute of Information and Communications Technology, China’s cloud computing market is expected to continue to grow rapidly in the next four years.

At the same time, the cloud business has brought huge returns to the top manufacturers. According to the 2020 earnings report, AWS cloud services contributed 11.7% of revenue and 59% of profits for Amazon. According to Microsoft’s financial report, since the Q3 quarter of fiscal year 2020, revenue from the smart cloud business has become Microsoft’s largest source of revenue for three consecutive quarters.

Of course, before the cloud business brought huge returns, it was also a terrible “golden beast”. Only after a huge investment can manufacturers “lie down and make money.” From the official commercial use of Amazon AWS in 2006 to 2015, it took nearly 10 years to turn around. year. Alibaba Cloud was founded in 2009, but it achieved breakeven for the first time in the fourth quarter of 2020, and it took about 11 years from a huge loss to a balance.

Gu Fan, general manager of cloud service product management for AWS Greater China, once said that it took nearly 10 years for AWS to achieve its first $10 billion in revenue from scratch, and it took 23 months for the second $10 billion increase. The third $10 billion increase took 13 months.

Huawei hopes to avoid excessive capital investment and emphasizes the construction of application ecology. Ren Zhengfei pointed out in his internal letter at the end of last year, “We can’t simply take the same path as Ali and Amazon. We don’t have that much money. They have endless amounts of money in the US stock market. How do we develop, we must find a way out. , Rather than simply imitating.”

In China, BAT Internet vendors, three major operators, Huawei Cloud, Kingsoft Cloud and other vendors gathered in the cloud computing track. A cloud computing-related practitioner told Sohu Technology that compared with other vendors, Huawei’s advantages lie in sales capabilities, key customer relationships, hardware coordination capabilities, and a top-to-bottom ecosystem.

Through the growth process of Amazon and Alibaba, we can see that cloud is not a “quick money” business. From its exposure to cloud computing in 2011, to its formal entry into the public cloud in 2017, and to the further improvement of its strategic position today, Huawei has not disclosed the revenue of its cloud business to the public.

It is foreseeable that Huawei Cloud still has a long way to go in the process of increasing software revenue and optimizing the industry mix.

Original High Light | Huawei’s two generations of Titans are in the cloud business: this year’s growth rate may still reach three digits, and it is difficult to become a “cash bull” in the short term

editor — Sat, 17 Apr 2021 02:00:08 +0000

Produced | Sohu Technology

Author | Zhang Yating

Edit | Yang Jin

Huawei, which has always been prudent and prudent, has recently made intensive adjustments to its cloud business, which has aroused heated discussions from outsiders. On April 9, Huawei announced the appointment of Rotating Chairman Xu Zhijun as Chairman of Huawei Cloud, and Huawei Consumer BG CEO Yu Chengdong was appointed as Huawei Cloud CEO.

The cloud business is regarded by Huawei as a key “chess piece” for increasing software revenue.Guowei, the chief product official of Huawei Cloud, told Sohu Technology that this year’s cloud business is definitely still growing in three digits. On the one hand, Huawei attaches great importance to the cloud business, and customer demand is also great. According to official disclosures, Huawei Cloud will grow by 168% in 2020.

“The shortcoming that needs to be made up most is the user experience”

“It is necessary to make up for shortcomings but also to find ways to surpass other manufacturers.”Fang Guowei told Sohu Technology that the biggest challenge for Huawei’s cloud business is that the business started relatively late..

The speed of HUAWEI CLOUD’s development should not be underestimated. According to Canalys’ Q4 China Cloud Service Market Report last year, Alibaba Cloud occupies an absolute leading position with a 40% share, Huawei Cloud ranks second with a 17% market share, and Tencent ranks third with a 15% share.

Relieve the pain of lack of core

Can the cloud business become the next “cash cow”?

It is foreseeable that Huawei Cloud still has a long way to go in the process of increasing software revenue and optimizing the industry mix.