Earlier, Yu Chengdong, CEO of Huawei ’s consumer business, released a new generation of flagship mobile phone P40 series in Paris. By this week, Yu Chengdong returned to China to hold an online press conference to disclose the P40 ’s national bank price, and at the same time Brought a new series of smart screen products that were not published in Paris.
On the second day after the press conference, Yu Chengdong was interviewed by the media online, explaining Huawei ’s current business situation under the epidemic, the anti-features of new products, the ecological environment behind the new products, and future plans.
Performance in the epidemic situation
Tiger Sniff reported earlier , Huawei achieved excellent results last year, but Faced with the double attack of the New Coronary Pneumonia epidemic and the trade war, they are still in a fierce environment. Media sources pointed out that Huawei accumulated about 20 million after the outbreak Taiwan ’s inventory, and many of them are 4G old low-end products. Tiger Sniff also discovered earlier that despite Huawei’s excellent performance last year, its inventory has increased by 73.8%. The increase in inventory is likely to be a part of Huawei’s hoarding in response to the “outage supply” in the United States, but it cannot be ruled out that it is due to poor sales and serious inventory.
Huawei ’s inventory data has changed in the past decade.
In an interview, Yu Chengdong did not positively explain the problem of rising inventory figures in the annual report. Instead, he said that because the Spring Festival came early this year, the stock of the Spring Festival was sold out early, but after the Spring Festival, it was impossible to produce because of the epidemic.rong> So not only is there no inventory problem, but it is very out of stock. He also said: “Our stock is very out of stock, not in stock, but out of stock … I wish I had stock, we will make money if we have stock.”
Yu Chengdong said that the market fell by 60-70% under the epidemic, and Huawei would have been difficult to protect itself. Therefore, they strive for this year ’s overall performance not to decline, to continue to strive for growth in the Chinese market, and to reduce the decline in the more difficult overseas markets. Huawei’s domestic business has been growing rapidly in January before the outbreak. Although the entire market is declining in February, their business is not bad. Their performance started to recover quickly at the end of February, and even achieved very good growth in March, making the first quarter a very good growth rate.
Google ’s search engine share in Europe is extremely high, even if Huawei ’s HMS cooperates with other search engine companies,
is not easy to replace Google ’s position. Image source: Statcounter .
But in overseas markets, Yu Chengdong said that the performance in the first half of the year will inevitably decline year-on-year, The main reason is that Huawei ’s growth rate in the first half of last year was too strong , but Later, it was included in the physical list of the United States, and it was unable to carry the Google mobile service (GMS) commonly used by Europeans, which affected the user experience and caused a serious decline in the following quarter. <, Watch, car machine, headset eight business, while N includes mobile office, smart home, sports health, audio-visual entertainment and smart travel four major sectors, and X65 is likely to be Huawei's first 1 + 8 + N shell.
Yu Chengdong believes that the advantages of Huawei ’s full-scenes are not to say that there are multiple products. Everyone can do the ecology of multiple products. The question is how to connect these products through the operating system. The key is Huawei ’s Hongmeng OS on the Internet of Things (IoT). Huawei launched Hongmeng OS last year. It has always been attracted attention because of its distributed design, modularization of core functions, and the micro-core concept that can work independently, but it has not been widely used on Huawei mobile phones. is a questionable bauble PPT system .
But starting this year, the Huawei P40 series has added a decentralized system, which can work seamlessly with other Huawei devices launched this year (above). Although Huawei phones still use the open source version of the Android system instead of the Hongmeng OS, Yu Chengdong pointed out that The distributed operating system has been loaded on Android , which shows that the Hongmeng OS is no longer a PPT System, and Huawei has also formally advanced to a full-scale strategy.
But Huawei ’s current 1 + 8 + N strategy, the biggest shortcoming is still that the hardware ecosystem is still not perfect, and the supported devices are still insufficient. Yu Chengdong said that their smart home has received extensive support from major foreign brands. The future will become the strongest standard in the world.
Huawei ’s full-scenario strategy is undoubtedly more diverse and mature than Xiaomi, which is also actively developing IoT scenarios, but it cannot supportThere is a similar system-level collaboration experience. Apple that has also actively participated in recent years distributed computing, They have perfectly implemented the same decentralized operation on AirPods, but due to the closedness of the system, we still cannot widely such a distributed collaborative experience on Apple devices.
In the future IoT ecosystem, it is still difficult to predict who wins and who loses.
Huawei still has a long way to go
Yu Chengdong pointed out that Huawei actually had the opportunity to become the world ’s number one in the field of smart terminals last year, but due to US sanctions, they could not achieve their goals. However, he believes that Seon is losing his horse and is not blessed: also because of US sanctions, Huawei has become an ecological company from a hardware company with no ecology.
Although Yu Chengdong is so optimistic about Huawei ’s prospects, there are still too many variables in the future. Although China has temporarily controlled the epidemic, the new coronary pneumonia is still coveted all over the world. Many people are also worried that importation of overseas cases will affect the current domestic situation. In addition, the virus continues to affect the global political and economic environment, and it will also promote changes in the global political environment. The United States has also continued to exert pressure on China and even Huawei.
In addition, despite Yu Chengdong’s full confidence in Huawei’s HMS, Microsoft, which has technology and money, has repeatedly challenged Google’s mobile Internet ecological status and ultimately failed. Only at the initial stage, can HMS really gain the trust of overseas users in the short term? If the HMS system is difficult to push, it is also not easy to promote 1 + 8 + N.
Let us wait and see what Huawei will do in 2020.