After Huaweis P30 series conference, Yu Chengdong, CEO of Huaweis consumer business, was interviewed by the media. At this time, it was Huaweis consumer business that issued a warrant: after three yearsrevenue of $100 billion and five years revenue of $150 billion; at this time, it was also after the rumor that Huawei only sold 5G chips to Apple; at this time, it was also after the rumor that Huawei was going to be a TV company...
Faced with these doubts, Yu Chengdong, Huaweis consumer business, gave a very frank answer: 5G chips are open, depending on whether Apple does not use them; Huawei does not do traditional TV, but big screen interactive devices; Huaweis $150 billion in the next five years, mobile phone business will only account for two-thirds of them; Hua2019 may not be the worlds first, but it is confident that it will become the worlds first in 2020.
Huawei is confident to be the first in the world by 2020
As early as 2013, Yu Chengdong put forward the slogan three years more than Apple, five years more than Samsung. In Q2 2018, Huawei surpassed Apple in global smartphone shipments and ranked second in the world for the first time. This is the first time in seven years that Samsung and Apple have jointly occupied the top two smartphones in the world.
In early April, Yu Chengdong called Huawei + Glory on Weibo, and this year he is likely to become the worlds first mobile phone manufacturer. It calls for the future to continue to be the worlds first, glorifying Chinas top two and the worlds top four.
For such a call, the media asked Yu Chengdong whether he was confident to complete. Yu Chengdong said that it is still a challenge to be the first in the world this year. But it is confident that it will be the first in the world by next year at the latest, even if it does not reach the three countries of the United States, South Korea and Brazil.
According to market data released by strategyanalytics, in the fourth quarter of 2018, Huawei ranked first in mobile phone shipments with 30 million units, accounting for 28% of Chinas market share, up 23% from the fourth quarter of 2017. This means that for every three mobile phones sold in China, one is Huaweis.
In this regard, Yu Chengdong said that in 2019 there will be greater growth in China, which requires Huawei mobile phone for every two mobile phones sold by the end of 2019, which means that the market share of China should reach 50%.
Yu Chengdong has said that Huaweis market share has become the first in the world. It is inevitable for its historical development. He hopes that its sales volume and sales revenue will be the first in the future.
In terms of profits, Yu did not disclose the specific amount, but he said that compared with other domestic mobile phone manufacturers, it is still good, but compared with Apple, Huawei consumer business income has not caught up with Apples profits.
But Huawei does not pursue profits, nor does it pursue excessive profits. We are very healthy and benign. Yu Chengdong said.
Endorses Huawei to open 5G chips to Apple
Talking about the comparison with Apple, there is news recently that Huawei will open up and sell 5G chips, but only to Apple.
In November 2018, reports from foreign media reported that Apples 5G timetable was 2020, although Apple did not officially confirm it. At that time, it was speculated that Apple would use Intels 5G chips, but reports from third parties said that Apples 5G chips might be delayed, partly because of the supply problems of Intels 5G chips. Although Apple intends to buy Samsung 5G chips, it is rejected because of insufficient capacity. Qualcomm and Apple are still in the middle of a lawsuit.
Foreign media have reported that Huawei may open the Ballon 5000 chip to Apple. Huawei said it was the worlds strongest 5G baseband chip, with a peak of 3.2G/s. Huaweis folding screen 5G mobile phone is equipped with the Baron 5000 chip.
In response to this rumor, Yu said that he was in favor of using Huaweis 5G chip for Apple, but whether Apple would adopt it is uncertain. Huawei is open. Yu Chengdong mentioned.
Nevertheless, Huawei has been promoting that its chips are not for sale, only for Huaweis use and not for sale abroad. At the Huawei Global Analysts Conference in 2018, Xu Zhijun, Huaweis rotating chairman, said that Huawei chips are only positioned to carry hardware architecture, to achieve product differentiation, competitiveness and low cost. So far, Huawei has no idea or plan to sell Kirin chips to the outside world.
Yu Chengdongs attitude at this time makes people feel very microsecond: does Huawei really want to open the chip? Or is it just a way of declaring war?
Huawei does not make TV in the traditional sense
At the HILINK Ecology Conference in March this year, Yu Chengdong declared that Huawei was researching its own operating system. At the same time, he announced Huaweis full-scale IoT strategy for the first time, putting forward 1+8+N strategy: 1 is based on mobile phone as the main entrance; 8 is based on flat panel, PC, wearable, HD, AI speakers, headphones, VR, locomotive as the auxiliary entrance; N is pan-IoT hardware. Including lighting, security, environment, cleaning and so on, in order to achieve coverage of multiple scenes.
Among them, there are many questions about the concept of HD. Because the industry chain has been spreading Huawei will make TV. Yu Chengdong made it clear that Huawei did not do TV. Despite such denials, the rumors about Huawei as a TV show are getting louder and louder.
In this regard, Yu Chengdong said that Huawei will not do traditional household appliances, traditional television will not do. But in the era of artificial intelligence, Huawei needs to be an intelligent speaker, a smart speaker with a screen, and possibly a TV function.
Television is just one of the functions. In the future, the big screen can interact with the mobile screen. We dont do TV, but we are likely to be a home media center. We are still discussing and studying how to do it. Yu Chengdong said.
Mobile phones will account for 2/3 of the $150 billion in the future
Recently, Huawei Xinsheng Community frequently publishes its presidents e-mail, which involves the biggest change in the history of Huaweis consumer business: Legion battle, independent reform. And announced the consumer business organization governance and supervision program, salary and bonus management program and asset management program.
For the Legion Operations, Yu Chengdong said that there is no big difference, the biggest difference is more autonomy. In addition, Huaweis consumer business has also issued a military warrant: three years of income to reach 100 billion US dollars, five years to reach 150 billion US dollars, annual pre-tax profit margin is not less than the target value of business objectives. There are concerns about the $150 billion target. In this regard, Yu Chengdong said: This need not worry. Huaweis mobile phones may account for two-thirds of the total revenue in the future, and the other one-third. Dont worry, Huawei has entered a field, or if it does not enter, it will be the first. Of the 150 billion, at least 50 billion come from non-mobile business, or even more, perhaps more than a third, 40% may come from other business. Yu Chengdong said. Source: Liable Editor of Netease Science and Technology Report: Yao Liwei_NT6056
For the Legion Operations, Yu Chengdong said that there is no big difference, the biggest difference is more autonomy.
In addition, Huaweis consumer business has also issued a military warrant: three years of income to reach 100 billion US dollars, five years to reach 150 billion US dollars, annual pre-tax profit margin is not less than the target value of business objectives.
There are concerns about the $150 billion target. In this regard, Yu Chengdong said: This need not worry. Huaweis mobile phones may account for two-thirds of the total revenue in the future, and the other one-third.
Dont worry, Huawei has entered a field, or if it does not enter, it will be the first. Of the 150 billion, at least 50 billion come from non-mobile business, or even more, perhaps more than a third, 40% may come from other business. Yu Chengdong said.