Source: Hong Kong 01 Weekly
Huawei, the strongest communication company in China, laid out the global layout to win the order of nearly half of the world's fifth -generation mobile communication system (5G) telecommunications equipment order. This year's income has exceeded $ 100 billion, from expansion in Africa to suspected plagiarism, and then sensitive to sensitivityNational Iran's business exchanges have nothing to do with attacks, and they are intensifying.
In addition to Huawei's children and chief financial officer, Meng Wanzhou was arrested in Canada recently, and the United States, Japan, the United Kingdom and other countries have also stepped up to obstruct Huawei from participating in the construction of domestic 5G projects.The long -term low -key Huawei has the rise of mysterious colors. In recent years, it has stood up in the telecommunications industry like a giant, which has eventually provoked foreign gaze, suspicion and even siege.The reason is that in addition to the pace of wolf -like expansion, it also involves a game of 5G layout.
Since the second half of this year, the front of the Sino -US trade war has continued to expand. Following the tariff war and exchange rate wars, Huawei, a Chinese technology giant, has also been involved in the wind of the wind, becoming the target of the American and its allies.Foreign media reported that the Five Eyes Intelligence Alliance consisting of Canada, the United States, the United Kingdom, Australia and New Zealand agreed to prevent Huawei from entering the 5G market in July.Since then, Australia and New Zealand have announced that they are prohibited from using Huawei equipment in the construction of 5G networks in the country. British Telecom (BT) also stated that it will remove Huawei equipment in the 4G network within two years.By the beginning of December, Huawei's founder Ren Zhengfei and Huawei's chief financial officer Meng Wanzhou were arrested in Canada, which has attracted worldwide attention.
Although as a brother in the global telecommunications industry, Huawei's corporate style is relatively low -key, and since its establishment in 1987, the company has not followed the mainland industry such as ZTE, and has been on the road to listing. For many years, the outside world can only be ableFrom the company's voluntary announcement, a little peek at its business conditions.The background of the founder Ren Zhengfei made Huawei a mysterious veil.
Three major businesses support the Telecom Empire
Huawei, a small private enterprise in Shenzhen, who was unknown thirty years ago, turned into a mysterious giant enterprise that became a White House entrance that was enough to affect national security. The reason why the reason was not the military background of the military was explained.This company's unique industrial layout and its technical advantages in the field of telecommunications equipment.
Huawei's global telecommunications industry empire is mainly composed of three major businesses, including operators, business and consumer business.Simply put, the operator business is to provide telecommunications providers with base station services and Internet of Things solutions. Enterprise business is to provide other commercial institutions with cloud services, big data, data centers and other products, and consumer business includes containing containing consumer businessSmart mobile phones, tablet computers and other retail products.In other words, from the moment the telecommunications base station handles the signal, to the smart phone of the general public, it is almost inseparable from Huawei.
According to Huawei data, its sales revenue last year reached 603.6 billion yuan (the same below), an increase of 15.7%year -on -year; net profit reached 47.5 billion yuan, an increase of 28.1%year -on -year.The division of the three major business of Huawei (below), the operator's business supports half of the sky, recorded 297.8 billion yuan in sales revenue, an increase of 2.5%year -on -year, accounting for about 49%of the overall income; consumption including mobile phones and smart devices,The business is the growth engine, recorded 2,37.2 billion yuan in sales revenue, an increase of 31.9%, accounting for 39%of the overall income; the business business is still in its infancy, recorded 54.9 billion yuan in sales revenue, an increase of 35.1%, accounting for 9%.
Grab 5G? With 30 % of patent rights
If Huawei's business is limited to China, even if its business scale is huge, it will not touch the nerves of the US government.In fact, Huawei, who is self -proclaimed with wolf culture, has already spread all over the world, and has also ranked among the top in the fields of telecommunications equipment, smartphones, and is thus being regarded as a model for Chinese companies to go out.
According to the company's annual report, Huawei's business covers more than 170 countries and regions around the world, covering one -third of the world.In terms of sales revenue, Huawei had only half of the revenue last year from the Chinese market. Europe, the Middle East and Africa accounted for a total of 27%, the Asia -Pacific region accounted for 12%, and the Americas accounted for about 11%.The mobile phone giant, or the leader of the communications equipment such as Ericsson, Cisco and other communications equipment.Taking the telecommunications equipment business as an example, the research institution HIS Markit data shows that last year Huawei obtained a 28%market share, surpassing 27%, Nokia (23%) and ZTE (13%) of Ai Lixin, and became the world's largest telecommunications equipment manufacturer in the worldAnd Huawei's rival Samsung in the field of smart phones only get about 3%of the market share.
On the other side, Huawei also grabbed the first machine in the 5G technology that effectively brought the fourth industrial revolution.The Group began researching 5G technology as early as 2009, and in 2013, it will throw $ 600 million (about 4.7 billion Hong Kong dollars) in five years.network.After years of deep cultivation, Huawei has accumulated a large number of technical patents in the field of 5G. According to the European Telecom Standardization Association (ETSI) data, Huawei has registered as many as 1,481 in the 5G new empty port (NR, Air Communication Interface) technology%, Ranked first, more than 30 %more than the second Ericsson 1,134 groups.
Technology Occupy Polarization Code Standard
Huawei is able to occupy an advantage in the 5G field, not just the number of patents.At the meeting held by the International Telecommunications Standard for Organization 3GPP (Third -generation Partner Plan) in 2016, through the Polar Code led by Huawei, and the LDPC code pushed by Qualcomm, both adopted asThe coding scheme of 5G EMBB (enhanced mobile broadband) means that for the first time, the plan that Chinese companies advocated have become the international telecommunications form, and it also reflects that Huawei's right to speak in the telecommunications industry is enough to divide Qualcomm.Research and Markets of research institutions estimate that 5G technology will be popular in 2020, and by 2025, the global 5G market size will reach US $ 251 billion (approximately HK $ 1.96 trillion).As the polarization code becomes a standard system of 5G, Huawei, which has a large number of related patented technologies, undoubtedly takes advantage of the pioneer, and it is also expected to be invincible. In the future, no matter what company is dominated by the 5G industry, it is inevitable to pay Huawei to Huawei.Technical patent expenses.The British consulting company GlobalData published a 5G industry report earlier that Huawei, ZTE, Ericsson and Nokia will become the mainstream suppliers in the future.
In fact, Huawei has already tasted the 5G dividend, not only cooperating with the three major telecommunications operators in the Mainland, but also reached an alliance with telecommunications operators in Russia, Japan, Germany, Britain and other places to promote 5G development.Huawei's rotating chairman Hu Houkun recently pointed out that Huawei has cooperated with 154 telecommunications providers in 66 countries around the world to test 5G.He also revealed that although many countries have become more stringent for Huawei's participation in 5G projects, the group has obtained more than 25 5G commercial contracts so far, the scale is the first place in the world, and more than 10,000 5G base stations have been shipped.The company's total revenue will exceed US $ 100 billion (about 783.1 billion Hong Kong dollars), which will be nearly 10 % year -on -year.
Anti -surpassing Apple's second brother in the mobile phone industry
In addition to Huawei's advantages in the field of telecommunications equipment, its leading position in the smartphone market also virtually adds a few money to the group's 5G hegemony position.Compared with the peer Ericsson and Nokia, they returned in the mobile phone market. Huawei's smartphone shipments last year reached 153 million units. Earlier, it was expected that this year it was expected to exceed 200 million units, that is, about 25%year -on -year, it is becoming increasingly saturated in saturation.The smartphone market is upside down.According to the IDC report of the investigation agency, Huawei has surpassed Apple since the second quarter of this year, becoming the world's second largest mobile phone manufacturer in Samsung.In the third quarter, Huawei continued to stabilize the position of the second brother of the smartphone, with a market share of 14.6%, and the annual market expansion exceeded 4 percentage points.
Huawei revealed earlier that it is expectedNext year will officially launch a chip that supports 5G, and will launch its first 5G mobile phone in the third quarter of next year.Yu Chengdong, president of the company's consumer business, said that 5G mobile phones that are developing for Volkswagen consumers are earlier than Apple's 2020 targets.Huawei's leadership in the smartphone industry means that the company will enjoy greater discourse rights in the process of 5G standard formulation. Compared with other manufacturers of their respective politics, Huawei takes 5G equipment, chips and mobile phones and other aspects.It is easier to solve, and it is also expected to provide advantages for Huawei to attack the 5G market.However, Huawei's two major businesses have been taken by telecommunications equipment to smartphones, which means that the company can almost master the information flow brought by the 5G era in one hand, and thus triggering the jealous of the United States and other countries to Huawei.However, Guanhuo's current difficulty in the industry and the industrial layout that runs through the upstream and downstream, it is almost impossible to curb its rise in the 5G industry. If Huawei participation is forcibly excluded, it may be the advent of the 5G era.
