How is the sales of Huawei mobile phones currently affected? How does Hongmeng develop next? Why are the giants doing bad systems? Yu Chengdong answered one by one in the interview.
On August 9th, the Huawei Developers Conference opened. Huawei CEO Cheng Yudong announced that the “Hongmeng” system was officially unveiled. The system uses microkernels, mainly for the next generation of IoT devices. In the next three years, in addition to improving related technologies, Hongmeng will gradually be applied to more smart devices such as wearables, smart screens and car machines.
“Hongmeng has been adapted to the mobile phone and has reached commercial level.” Yu Chengdong said. The reason why it has not been enabled is to consider ecological reasons. At present, Huawei mobile phones still prefer to use Android, but if Android is not available, you can enable it at any time.
Yu Chengdong also said that in the future, Hongmeng will be fully open sourced. Hongmeng has certain delay and high reliability, which is very suitable for industrial fields and has stronger advantages in industrial, aviation, aerospace and machine tool automation.
In addition to the highly anticipated Hongmeng system, Huawei’s mobile phone sales under the influence of the Sino-US events have also become the focus of the outside world. In the interview session after the meeting, Yu Chengdong also did not shy away from this issue. He said: “If there is no trade war, Huawei mobile phone sales will reach 3-3.1 billion this year, but the current sales are expected to be 240 million units, which can not be the first in the world, and can also be the second in the world. “
Because the Huawei Developers Conference coincides with Yu Chengdong’s 50th birthday, the “Old Huawei” who worked for Huawei for 27 years also talked about his current working status. “I thought about retirement, but after a series of events, we have done it.” He also said that a series of incidents caused Huawei to speed up the development of systems and chips. This may be a failure for Huawei.
Talking about the past layout of giants such as Ali and Microsoft, Yu Chengdong also talked about Huawei’s advantages.
“Many giants don’t have strong terminal capabilities, but we ship 300-400 million terminals a year, so it’s easy to build this ecosystem, allowing applications to move smoothly and quickly. We can get all overnight The mainstream application is upgraded to Hongmeng system.” Yu Chengdong said.
The following is an interview with Yu Chengdong who accepted 36 氪 and other media, and released after a slight deletion:
Q: What do you think of the performance in the first half of the year? What is the plan for the ecology of Hongmeng?
Yu Chengdong: In the case of US sanctions, the company’s operating results can be achieved this year. The team has made a lot of efforts. After the sanctions occurred, the consumer business has received some influence. To the top of the world, the performance has grown rapidly, but after that, it was affected overseas and there have been many declines. Now it has returned to 80% before the sanctions. Current Individual countries have returned to pre-sanction levels, and sales of consumer businesses have grown to more than 40% globally.
If there is no sanction, Huawei will achieve 6,7,8,9 in the first four quarters of the year, that is, 60 million in the first quarter, 70 million in the second quarter, 80 million in the third quarter, and 90 million in the fourth quarter. We can ship about 300 million units in the whole year. If there is no sanction, we have the highest probability of being the first in the world. We can’t do the first after the sanctions, and we can do the second.
From the PC era to the mobile Internet era, everyone needs the next-generation operating system. We are also researching. The system released today is for the next generation, and it can also be integrated for current applications. The entire operating system is moving from the macro kernel to the microkernel.
For a country, we have to face the next generation of os, good news for the country’s information industry, we are not doing another Linux and Android, but to be a next generation, leading generation to cross generation system .
Hongmeng Open Source is to make the world participate, but also to solve the problem of trust, and development capabilities, to create the strongest and best operating system.
Q: What is the open source of Hongmeng’s open source?
Yu Chengdong: We are fully open source. Now it is divided into rhythms. It will be fully open source in the future. It is very suitable for industrial fields. It has certain delay and high reliability. It has stronger advantages in industrial, aviation, aerospace and machine tool automation.
Q: How do you think about the sales volume of Huawei mobile phones in the two quarters after the trade war?
Yu Chengdong: After being sanctioned, plus a total of 240 million units in the next two quarters, the probability of no trade war is 3-3.1 billion, and the first in the country last year was 280 million, they reduced How much, how much we increase.
China’s Internet should have global ambitions. Chinese Internet companies are sitting in the world. In 1996, they attacked overseas markets. After repeated defeats, the global market occupied 70% of the market. Chinese Internet companies are not determined enough to do well in China. Overseas, we can do well. I also use various media to call on domestic Internet companies to go to sea.
(Hongmeng System) will not choose low-end or high-end, in fact, the best use on the high-end, we still consider supporting Google’s ecology, support partners. If you can’t use it all the time, it will be enabled.
Huawei’s consumer business has changed for more than 4 years. This year, it is announced that the To C business will operate relatively independently, allowing Huawei’s terminal business and consumer business to operate relatively independently, ensuring efficiency and simplicity.
B2C is now an order of magnitude more efficient than B2B, because of the independent operation, the production relationship liberates productivity. Let the small tree leave the big tree a little further and accept the sunshine. At present, the B2C space is very large and grows rapidly.
Q: What effect does national sentiment have on Huawei?
Yu Chengdong: Only talk about patriots will not buy, the core is still the product experience itself. Huawei phones can be used for one day without charging. Apple always charges, and our computers have a 300% increase. Huawei can’t always play national cards, but we would like to thank everyone for their support to Huawei and the people’s support and love for Huawei.
Q: What is your current working status?
Yu Chengdong: Today is my 50th birthday. I have thought about when I will retire, but after the trade war, we have done it. The operating system has a milestone for us.
I have been in Huawei for 27 years, and I still maintain the spirit of struggle. Under the recent pressure, the rest time is reduced, but it is still alive, and the whole company is still very energetic.
We hope that today, globalization, everyone can still help each other and support each other. For example, if we have a chip or buy Qualcomm, if we are forced by the government, we can only use our own, and maybe we will lose the horse. We will do better, but we still hope to cooperate better with global companies, including the United States, Europe, Japan and South Korea, to carry out more social division of labor.
Q: What is the current level of investment in Hongmeng?
Yu Chengdong: Hongmeng now invests 4000-5000 people. The early investment is not so big. Now the large-scale rush is nearly 5,000 people, and the system should be perfected in the short term.
Huawei has spare tires in various fields. The trade war has accelerated this process. In the short term, it has accumulated a lot of resources to do. We have the world’s leading experts. We have a top-level architecture for the next generation in the operating system. Teacher and designer.
Q: In the developer ecology, how is Huawei considered?
Yu Chengdong: We have been considering the ecology and will be more divided with the developers. For example, the support of the Yaoxing program will reduce the proportion of Huawei’s commissions after the App runs. More to share with internet developers. There will be several hundred million to support in one quarter.
Q: Huawei has a wealth of experience in going out to sea. What can be shared?
Yu Chengdong: First of all, it is determined to continue to invest; secondly, each country must comply with local laws and regulations, must have excellent talents, integrate into local society, abide by local society, and be a local Good citizen good company.
Q: What difficulties does Huawei have in overseas development? How to solve it?
Yu Chengdong: The overseas growth rate has come down, but it is still growing. Some American consumers think that Huawei mobile phones can’t be used, and they have changed bricks. But after discovering that there is no problem, this confidence will still be Restored. However, after the US sanctions, Huawei’s new products are not allowed to enter, which will affect some of our sales. If we have never been able to obtain access permits, we can only use our own operating system.
Q: What are the difficulties of the self-developed operating system?
Yu Chengdong: The bottleneck of designing an operating system is architecture capability, especially the ability to load operating systems for different hardware and platforms. Huawei has its own IDE operating system and development environment, and the architecture of the OS. deploy. Huawei’s vulnerability is still mainly ecological, Our Vision is a substitute for Hongmeng and Android Eco, but we still want to support the American ecology first.
Q: Will Japan-Korea semiconductor sanctions affect Huawei?
Yu Chengdong: This event will not have any impact on us. We are a decentralized supply of risk reduction. We have multiple supply channels to ensure supply security. This is the basic supply chain. rule.
Q: What impact did the recent Flextronics deduction incident have on Huawei? How to deal with it?
Yu Chengdong: The Flextronics deduction incident caused a relatively large loss to us, but the partners should not do this. We have no violations, but the current impact is controllable, we are also using Other ways to make up for this loss.
Q: When can I see the mobile phone equipped with Hongmeng system?
Yu Chengdong:Hongmeng mobile phone can be released at any time. There is no reason for it, but our Hongmeng system will be better. If you are thinking about Hongmen with Android, we will put some of Hongmeng’s ability to Android, such as the Ark compiler, will greatly improve the performance of Android, and the performance of the Top-level application will be improved by 60%.
Q: A lot of giants are not doing a good job. Why do you think?
Yu Chengdong: I have talked with many Internet giants. For example, Ali and Microsoft do not have strong terminal capabilities, but we ship 300-400 million terminals a year, and mobile phones account for two billion. But these companies don’t have the capabilities of terminals, sales, brands, and retail, so it’s easy to build this ecosystem, allowing applications to move smoothly and quickly.Come over, We can upgrade all mainstream applications to Hongmeng overnight.
Q: What do you think about the impact of 5G?
Yu Chengdong: The speed of 5G will be very fast. Huawei will fully support 5G from MATE30. The next year’s mid-range mobile phone will be switched to 5G for 2000-3000 yuan. We talked with mobile phone manufacturers. They are very interested. They are a bit worried that Hongmeng is Huawei, but we will let everyone see that Hongmeng is fair to everyone and can be used.
(图:苏建勋)