The domestic shortcomings are now very obvious, that is, in the chip field, we have never been able to achieve self-sufficiency. This has caused many domestic companies to achieve breakthroughs in various fields due to chip problems. Huawei is an obvious example. The bird that burns to death is a phoenix Before Western suppression, Huawei’s mobile phone business was ranked third in the world and first in China. Before 2019, it even surpassed Apple and became the world’s second largest mobile phone manufacturer. However, after entering 2020, the United States has become the world’s second largest mobile phone manufacturer. Started to suppress Huawei in all aspects. From the chip to the system to 5G, I thought that such suppression would make Huawei retreat, but what I didn’t expect was that Huawei would become more frustrated and courageous. The latest statistics show that in the first quarter of this year, Huawei’s mobile phones fell to the sixth place in the world, with a market share of only 4%. In addition to the mobile phone business, in the 5G field, the number of 5G orders as early as last year Has been overtaken by Nokia and Ericsson. As of yesterday, June 20, Nokia had 150 orders in its hands and Ericsson had 139 orders in its hands. However, Huawei has never updated it since it announced 91 contract orders in February last year. After the mobile phone business and 5G are affected, Huawei’s revenue will naturally show a downward trend. Judging from the first quarter financial report that has been announced so far, Huawei only got 15 billion yuan in revenue, which is down compared to last year. 30.6 billion yuan. However, Huawei has not given up the pace of self-research, and said it will continue to raise the semiconductor team of HiSilicon. Not long ago, Huawei HiSilicon also made it clear that it will not carry out layoffs and restructuring, and will continue to advance in the research and development of high-end semiconductors. In addition, in the field of systems, Huawei has also taken the first step. The Hongmeng os system mobile phone version has been officially launched on the market at the beginning of this month, and Huawei has set a goal here and it will be taken within one year. 360 million users. Huawei’s advantage However, in my personal opinion, for Huawei, the current 5g business is still the focus of survival. After all, Huawei started with communication equipment. As the world’s leading 5g supplier, it has 3147 core patents in its hands. In the first quarter of this year, it earned 600 million U.S. dollars in revenue just by relying on patent licenses. In addition, Huawei has recently received good news. In the communications market, Huawei once again won the first place in the world. On June 17, a related company announced a set of data. In the report on the global telecommunication equipment market share in the first quarter of 2021, this report covers broadband access. The report shows that even after the loss of North America, Huawei still ranks first and has won 26% of the market share, which is much more than Nokia and Ericsson’s combined. Of course, under the influence of Western regulations, its market share has now shown a downward trend, down 12% compared to last year. So far, the chip ban has shown no signs of loosening. The development of the domestic semiconductor industry is relatively late, and the accumulation of experience is not enough, so the help for Huawei is also limited. In order to enable Huawei to survive and gain more voice in the future, Ren Zhengfei is the most critical one. At that time, I chose to transform, taking Hongmeng system, smart car solutions, cloud computing and other software fields as the key direction of development. This seems to be very successful. Another trillion market At present, Huawei not only solves the current revenue problem, but also has a place in the field of smart cars in the future. In addition, Huawei is currently vigorously developing new 5g applications. Recently, Ren Zhengfei has found a 5G+VR market with a market size of 1.936 billion yuan. At the 5G+VR Global Summit on June 17, Huawei empowered the AR industry through its world-leading 5g technology and developed the arcengine platform. Through such a platform, 2D photos can be turned into 3D stereoscopic models. Converged technology can also be applied to various fields such as transportation, travel, games, shopping, education and so on. This 5G+AR fusion technology will become a beast drawn by Huawei. The so-called burning bird is the phoenix, and Huawei is the phoenix. After experiencing the United States’ efforts to suppress it, it is indeed very surprising that it can still achieve the first place in the world. As a Chinese company, Huawei has blood in its body, which Western countries cannot understand and absolutely cannot suppress. I believe that with the continuous rebound of the domestic chip industry, Huawei will eventually pick up its own mobile phone business to achieve a real ashes. Rebirth.
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