I won the first time, but Huawei's "seeking victory steadily" this time

In the 5G era, Huawei took the lead in mastering the leading technology and became a "leader" to allow 5G communication services to tens of millions. However, for the sake of selfishness, Midea puts Huawei on the entity list on the grounds that the fabricated equipment is unsafe. And Mei also called on his younger brother to ban Huawei together, resulting in a large decrease in Huawei's market share in the Western world.

Not only that, in order to completely put Huawei into the abyss, the United States also violated the market order, and forcibly modified the chip rules, so that TSMC could not be a high -end chip foundry such as the Kirin 9000 of the Huawei 5nm process. Supply 5G chip. This caused Huawei consumer business revenue to decrease, and the top ten Hisilicon in global semiconductor companies was also stunned.

Recently, Meiwei's attention to Huawei has begun to decrease, but it has not relaxed the ban and shipping permit. It seems that in it, as long as Huawei's consumers and operators are "pressed", Huawei will not be able to move.

But it turns out that beauty is still failed. According to the latest news, Huawei won the first place again and hit Lao Mei's face fiercely. At the same time, Huawei also released its performance in the first half of this year, and many people said that Huawei was going to "win steadily" this time.

Still in the world

According to the latest data released by the authoritative communication research institution Dell ’oro Group, we found that Huawei still firmly sits the first place in the global communication market. The estimates of TrendForce Ji State Consultation data show that in 2022, Huawei, Ericsson and Nokia will still be the top three in the global communication market, with market share of about 29%, 24%, and 21.5%, respectively.

In other words, although Lao Mei took his many younger brothers to chase, Huawei still received more support with his leading 5G technology. At present, Huawei, which is excluded from the American, European and Australian markets, actively develops new markets and has harvested new returns in South Africa, Saudi Arabia, Vietnam, Brazil and other regions.

"Sai Weng lost his horse, knows that he is not blessed." Lao Mei thought that he and his younger brother were "all", but Huawei proved that they were just part of them.

Stable

Huawei's latest business performance in the first half of 2022 shows that Huawei's revenue in the first half of the year exceeded 301.6 billion yuan and its net interest rate was 5%. Among them, Huawei's three major sectors (operators, enterprises, terminals) revenue respectively revenue of 142.7 billion, 54.7 billion, and 101.3 billion yuan, respectively.

In the first half of last year, Huawei revenue was 320.4 billion yuan, with a net interest rate of 9.8%. Therefore, from the data point of view, Huawei is still in a downward trend compared to the same period. This is mainly because Huawei's terminal business has fallen seriously, a decrease of 25%from last year. However, the good side is that Huawei's corporate business revenue has increased by 27.5%, and the growth rate reached a new high. At the same time, Huawei's operator business has also increased slightly.

In addition, although Huawei's terminal business has fallen by about 1/4, compared to the 1/2 of the decline last year, we will find that the decline in Huawei's consumer business is slowly narrowing.

In other words, there are fewer and fewer parts of Huawei in the future. On the contrary, the normal supply brought about by new energy vehicles, Huawei cloud, and the recovery of the supply chain means that Huawei's growth points are continuing to make efforts. As long as you survive this time, it will belong to Huawei in the future!

Finally, we are more at ease that Huawei has not given up reducing R & D investment in order to increase profit margins. In 2021, Huawei's R & D investment ranked second in the world. Ren Zhengfei also said that no matter when, Huawei will not reduce investment in R & D investment. According to Huawei's layout and talent solicitation plan this year, it is likely that R & D investment will reach a new high.

In summary, although Huawei's revenue and profit margin have declined, the basic disk is stable, the decline space is getting less and less, the growth points are getting more and more, and the R & D investment has not decreased. It can be seen that Huawei is really "stable", and is still "steadily seeking victory" and keeps moving forward.

At present, Huawei still has a lot of pressure. However, I believe that Huawei can turn stress into the motivation. After surviving the last difficult time, we will recast the glory of the past.

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