Experts: Thanks to the precise planning of production and supply chain
After the Chinese technology giant Huawei returned to the 5G smartphone market last year, revenue revenue hit the largest increase since 2019, and net profit was doubled year -on -year.Huawei, which is pressured by the United States, has largely broke the restrictions on sanctions.
Experts interviewed believe that Huawei's terminal business reflects that even in the face of US export control, the company can still accurately grasp the rhythm of the supply chain and consumer mobile phone replacement cycle.
Huawei released the annual report on Friday (March 29). The company's revenue last year was reported to 704.2 billion yuan (RMB, the same below, S $ 133.6 billion), an increase of 9.6%year -on -year; net profit was 87 billion yuan, an increase of 144.4%year -on -year.The report pointed out that Huawei's overall business situation last year was in line with expectations.
The terminal business income of consumer products such as mobile phones and computers reaches 251.5 billion yuan, accounting for 35.7%of the total revenue, which is the business with the highest growth value in Huawei.In addition to the low -base smart car solution business, the terminal business is the fastest increase in Huawei last year, an increase of 17.3%year -on -year.Huawei did not make product segmentation of the revenue of the terminal business.
Huawei has been in the vortex of competition between China and the United States for a long time, and its equipment is accused of spy activities, but Huawei has denied this allegations.The United States has implemented a series of export restrictions and sanctions on Huawei since 2019. From software to chip foundry, 5G component supply, etc., its mobile phone business has been severely frustrated in the past few years.
In September last year, Huawei launched a Mate60 Pro equipped with a domestic seven -nanometer process chip and a network speed of 5G.After this mobile phone that only supplies the Chinese market, it caused a great sensation and was considered a major breakthrough in American technology blockade.
Huo Houkun, the chairman of Huawei rotated, said in the annual report: "In the past few years, Huawei has undergone a test and continues to grow in the challenge."
The growth of mobile phone business revenue reflects the precise planning of production and supply chain
Although the performance is bright, Huawei's method of releasing the annual report this time is relatively low -key.The company did not hold offline press conferences as in previous years, but instead conducted through online ways.
Huang Zixing, a senior researcher at the International Data Company (IDC) of the Technology Consulting Company (IDC), said in an interview with Lianhe Morning Post that the proportion of revenue in Huawei's mobile phone business can increase significantly, reflecting the company's precise planning for production rhythm and supply chain.
Huang Zixing explained that Huawei used a large number of chip inventory after the US sanctions, allowing many models to be available in a short time.
He said: "Huawei's shipments in 2019 and 2020 are very fierce, fast, and large. At that time, the entire market was very demanding. Coupled with patriotism, Huawei established a huge in China in China.The user base.
Huawei's revenue in 2019 and 2020 exceeded 850 billion yuan, which is the best year for the company's history, more than half of which came from China.In the past two years, Huawei's consumer business (after the name was changed to the terminal business) containing mobile phones accounted for more than half of the total income.
Huang Zixing said that the time point for Huawei to launch Mate60 Pro is just in line with the replacement cycle of Huawei mobile phone buyers in the past two years, and this phone can meet the needs of users in terms of function and encouragement of patriotism. Therefore,After listing, the market response was enthusiastic.
"All this is not a coincidence. Companies like Huawei have made a long -term deployment in business and industrial chain planning. Despite being sanctioned by the United StatesThe supply chain, including chip production, all exceeds our expectations. "
The market research institution Counterpoint Research reports that the sales of China's smartphones in the first six weeks of this year have continued to weaken, but the sales of Huawei Mate 60 series still achieved a 64%increase, jumping first with a market share of 17%.
As for whether Huawei can maintain this market share, Huang Zixing's judgment will depend on whether Huawei's yield in chip production can keep up or achieve a better breakthrough than last year.
