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In September 2012, Yu Chengdong, who was full of confidence, wrote on Weibo:

After being responsible for Huawei’s consumer business, we made several major adjustments: 1. Customized from ODM white-label operators to OEM’s own brand. 2. Upgrade from the low end to the mid-to-high end smart terminal. 3. Abandon ultra-low-end feature phones that sell a lot but don’t make money. 4. Enable Huawei HiSili quad-core processor and Balong chip. 5. Open the road of Huawei e-commerce. 6. Start the user experience Emotion UI design. 7. Establish the goal of the hardware world first!

But for 2012, Huawei is not a good year for Huawei’s BG, especially Huawei’s mobile phone business. This year, Huawei’s consumer BG global sales revenue was RMB 48.736 billion, up 8.4% year-on-year. Among them, Huawei’s smartphone shipments were 32 million units. Although it increased 60% year-on-year, it was far from the target set at the beginning of the year. The year-end awards of senior executives such as Yu Chengdong were zero, only receiving the “take off from zero” award.

After 7 years, Huawei’s consumer BG president Yu Chengdong said at the Huawei Developers Conference that if 2019 is not due to uncontrollable US sanctions, Huawei’s smartphone shipments will exceed 300 million units a year. Probability will become the world’s number one smartphone manufacturer. It can be said that the plans and goals that Yu Chengdong wrote in 2012 that were once considered to be “Buffing” can now be counted as realization.

From doing low-end white-handed mobile phones to global smarters sitting on the horizonIn the big machine factory, Huawei finally became a “super terminal” company.

Become a “Super Project” company before becoming a “Super Terminal” company

In terms of Huawei, Huawei’s consumer business has accounted for more than half of Huawei’s revenue: in the first half of 2019, Huawei’s consumer business revenue was 220.8 billion yuan, accounting for 55% of the company’s revenue. .

And for the whole year of 2018, Huawei’s consumer business accounted for 48.4% of revenue, with a growth rate of 45.1%, which undoubtedly became Huawei’s most dynamic growth engine.

If you can pay attention to some interviews or speeches by Ren Zhengfei in the past six months, you will probably understand that Huawei will become a Huawei, a terminal company, why will it become a “super terminal” company?

In June of this year, Ren Zhengfei and the digital age twoWhen the thinker George Gilde and Negroponte talked, they said:

The creation of human society is divided into theoretical creation, engineering creation and market demand creation. China is strong in engineering creativity and weak in theoretical research. It must be studied in the West. The West has gone through hundreds of years of continuous research, such as the invention of calculus, which has made great contributions to human development in the development of basic theory. Although Huawei has invested huge amounts of research funds every year, although there are more than 80,000 engineers, it has not produced any major inventions. For example, mobile communication was not invented by Huawei. Optical fiber communication was not invented by Huawei. The transmission method of IP was not invented by Huawei. The mobile Internet was not invented by Huawei. The aircraft was not invented by us. The car was not invented by us. The carriage was not invented by us. …. Our company’s contribution to humanity in invention is still small, and we focus on engineering capabilities to make progress.

We now support more than 300 universities and more than 900 scientific research institutions in the world, and we also want to make some contributions to theoretical innovation in the future…

We also want to see Huawei’s contribution to society. In places where extreme poverty in Africa, where malaria, Ebola, and AIDS are endemic, Huawei is struggling on the wasteland. We can’t make any money there, or we struggle for human ideals…

Therefore, we are making more contributions to human service, making up for our lack of invention in theory.

This conversation that can see Ren Zhengfei and Huawei’s essential pattern illustrates a problem: Unlike many people’s opinions, the patriotic theme is different. Huawei is very international in thinking and action. This can be reflected in Huawei’s business revenue: in 2018, Huawei’s overseas business and international business revenue ratio is basically five to five.

Unconsciously recognizing the shortcomings of “theoretical invention” and focusing on “engineering ability” determines the direction of Huawei’s development.