Three major business sectors are working together, and cloud computing is emphasized independently
From the perspective of Huawei's three business segments:
Huawei's carrier business has begun to increase with the deployment of 5G commercial services. At present, Huawei has signed 40 5G commercial contracts with global operators, and 70,000 5G base stations are sent to all parts of the world.
Business. Huawei released the "digital platform" and proposed Huawei Inside; commercialized WIFI 6 AP with 5G technology blessing. As of the first quarter, Huawei WIFI 6 shipped the world's number one.
Consumer business. Huawei's intelligence in Q19 in 2019Mobile phoneShipments exceeded 59 million units. At the same time, Huawei is also deploying PCs, wearable devices and smart home ecosystems, and is committed to “creating a full-scenario smart experience for consumers”.
In addition, as an emphasis on cloud computing, Huawei also specifically introduced its situation.
In Q1, in the first quarter, Huawei Cloud opened its business in Singapore, releasing the AI model market, and the one-stop AI development platform ModelArts won the world championship in image recognition training and reasoning on the Stanford DAWNBench list. In terms of quantity, as of now, more than 1 million enterprise users and developers have chosen Huawei Cloud.
For this report, Huawei's evaluation is that the company focuses on ICT infrastructure and smart terminals to improve efficiency and quality, and the business results are stable.
Huawei's mobile phone impacts the world's first ambition
In the 2018 annual report released by Huawei on March 29, Huawei's consumer business became a bright spot, with revenue reaching 348.852 billion yuan, a year-on-year increase of 45.1%, accounting for 48.4% of Huawei's overall revenue; thus Huawei's consumer business also Became the largest business of Huawei's revenue in 2018.
For the first quarter of 2019, the most eye-catching number is clearly the shipment of more than 59 million Huawei phones.
Previously, on several occasions, Huawei's consumer business CEO Yu Chengdong once said that in 2019, Huawei's smartphones (including Huawei brand and glory brand) had global mobile phone sales targets of 250 million units to 260 million units, making it the first in the world. He also said that for every three units sold in China, there is a Huawei mobile phone. In 2019, Huawei's goal is to have one for every two sold, that is to say, the market share in China is over 50%.
Based on Yu Chengdong's frequent rumors and repeated implementations, this time the world's first goal is no longer questioned. Then, with the shipment of 59 million smartphones in the first quarter, can the sales in Yu Cheng Dongkou be realized?
Since the sales week of smartphones will show different results according to the season, we may refer to Huawei's sales in 2018 for reference. Taking the data from the market research organization IDC as an example, Huawei's smartphone shipments in the four quarters of 2018 are:
It can be seen that if the approximate year-on-year comparison is made according to the Q1 data, Huawei Q1's smartphone shipments increased by 50.13% year-on-year, which is a strong growth performance. If this growth momentum is estimated, Huawei will be in 2019. For smartphone shipments, it seems that it is not difficult to achieve the goal of 250 million. After all, in 2018, the total shipment of Huawei mobile phones has exceeded 200 million units. According to IDC data, Huawei’s shipment data in 2018 is 206 million units).
So, can Huawei become the world's number one smartphone manufacturer?
From the situation in 2018, Samsung shipped 2.923 mobile phones, which is nearly 90 million higher than Huawei's. Compared with Samsung's shipment of 317.7 million units in 2017, it decreased by 8%. If this trend is followed, Samsung's shipment performance in 2019 may continue to show a certain degree of year-on-year decline.
However, despite this, it is not easy for Huawei to surpass Samsung to become the world's number one. Samsung has strong technical strength, complete supply chain and huge channels. Huawei's growth momentum is strong, at least from the current situation, it can only be said that it is possible, but the probability will not be particularly high - of course, Yu Chengdong Did not say anything to death, even if the final result is close to Samsung's sales performance, Huawei is also completed the task.