Welcome to the wechat subscription number of “chuangshiji”: sinachungshiji
By Yang Jing and Jin Lei
Source: qubit (ID: qbitai)
“Huawei mobile phones also need to be split up and sold!”
Just today, a piece of such grapevine began to spread, saying that Huawei wants to separate the entire terminal business, re carve the glory line, and develop independently Huawei has also returned to the development mode of “government enterprise” as a whole, and no longer has terminal business directly facing consumers.
In its subsequent response, Huawei terminal made it clear that the rumors were untrue: Huawei has no plan to sell its mobile phone business at all. Huawei will continue to build a world leading high-end smartphone brand and strive to provide consumers with excellent product experience and services.
But even so, the doubts hanging over Huawei’s mobile phone business have not been dispelled.
Because as long as the U.S. ban is not removed, the chip and system crisis needed by Huawei’s mobile phone business will not be lifted.
Huawei has never been the number one business in the world, and its future development is still unpredictable.
Huawei mobile phone from none to No.1 in the world
The research and development of Huawei terminal started in 1993, but it was 10 years later, that is, in July 2003, that the mobile phone business department was formally established.
A few months later, Huawei mobile took part in the 3GSM conference in Cannes, France, with China’s first mobile phone supporting WCDMA.
In 2009, Huawei’s First Android smartphone appeared at the Mobile World Congress in Spain (MWC).
In 2011, Huawei sold more than 20 million smartphones.
Before that, however, Huawei mainly sold customized mobile phones from operators. Since then, Huawei mobile phones began to impact the high-end market.
At CES in 2012, Huawei released the P-Series smartphone ascend P1 s, which is only 6.68mm thick.
In 2013, ascend mate and ascend W1, Huawei’s first Windows Phone 8 smartphone, were released in the same place, and then ascend P6, its flagship smartphone, was released in London, with a thickness of only 6.18mm.
In 2014, Huawei released its annual flagship model, ascend P7, which delivered more than 75 million smartphones in the same year.
In 2015, Huawei launched P8 series and Huawei mate 8. This year, more than 100 million smartphones were delivered. In 2015, Huawei ranked among the top three in the global smartphone market and ranked first in China’s market share (GfK data).
On April 6, 2016, Huawei announced its cooperation with Leica and released Huawei P9 / P9 plus. At that time, the annual smartphone delivery volume reached 139 million units, a year-on-year increase of 29%, with steady growth for five consecutive years.
In 2017, Huawei released Nova series mobile phones, mate 10 and glory V10, the first AI chip loaded mobile phones.
In that year, Huawei (including glory) delivered 153 million smart phones throughout the year, with a global share of more than 10%, ranking among the top three in the world. It continued to take the lead in the Chinese market, and its global brand awareness entered the top three in the world for the first time.
In 2018, Huawei released the Huawei P20 series mobile phones, whose annual global sales revenue exceeded 100 billion US dollars for the first time, and the global delivery volume of Huawei mobile phones (including glory) exceeded 200 million, ranking among the top three in the world.
In 2019, Huawei’s P30 series will be released, with three models of P40, P40 pro and P40 PRO +. At that time, Huawei’s smartphone market share reached 17.6%, rising to the top two in the world (IDC) and the top five in the world (strategy Analytics).
Huawei’s mobile phone is forced into a desperate situation step by step
In 2018, Huawei’s mobile phone reached an unprecedented new height of China’s mobile phone brand, once surpassing apple and approaching Samsung.
Moreover, many people believe that it is only a matter of time before Huawei’s mobile phones reach the top in the world.
But it was also this year that the situation began to take a sharp turn for the worse because of the pressure from the United States.
In January 2018, Huawei lost at & T’s mobile phone orders.
In his classic CES speech, Yu Chengdong questioned why the United States, which is free to compete in the market, can not give Huawei mobile phones the opportunity to compete freely.
In February 2018, the FBI warned against buying Huawei mobile phones.
In March 2018, best buy, a well-known US retailer, announced that it would no longer cooperate with Huawei mobile phones.
In May 2018, the US Department of defense banned the sale of Huawei in US military bases.
In June 2018, the US Congress called on Google to stop cooperating with Huawei.
On August 13, 2018, the then president of the United States, trump, signed the US Defense Authorization Act for fiscal year 2019, which prohibited all US government agencies from purchasing equipment and services from Huawei.
On December 5, 2018, British operator BT Sheng said that it would eliminate Huawei’s 4G equipment and not purchase Huawei’s 5g core network equipment
On December 7, 2018, Japan stopped buying Huawei equipment.
Then, New Zealand and Canada followed suit (with some loosening, of course).
On January 29, 2019, the United States filed 23 lawsuits against Huawei for suspected theft of trade secrets.
On February 4, 2019, the US FBI raided Huawei’s laboratory.
On February 6, 2019, the United States urged Europe not to purchase Huawei’s 5g equipment.
On May 15, 2019, the US Department of Commerce listed Huawei and its 70 subsidiaries in the “entity list”.
In May 2019, Google removed Huawei from the Android upgrade list. Huawei lost the core GMS service of Android and broke its arm in overseas market, which is called Android outage Huawei.
On May 22 of the same year, arm, a chip design company, announced the implementation of the US ban on “off supply” to Huawei. Huawei lost its chip architecture cooperation, but the patent license that had been bought out was not affected.
In September 2019, Huawei’s annual flagship mate 30 series was launched in Munich, Germany. Affected by the U.S. ban, Google stopped authorizing Huawei’s new machines, and the mate 30 series did not pre install GMS Google ecosystem service suite.
On October 28, 2019, the FCC said it would cut off financial support from wireless operators using Huawei and ZTE equipment.
In March 2020, Huawei’s annual flagship P40 series mobile phone was launched in Paris.
On May 16, 2020, the United States issued a new ban: cutting off chip supply, banning TSMC and SMIC international OEM.
Huawei’s mobile phone suffered the heaviest blow.
In July 2020, canalys, a third-party research organization, released the second quarter 2020 global smartphone market report.
According to the report, Huawei delivered 55.8 million smartphones in the second quarter, surpassing Samsung as the champion for the first time. This marks the first time in nine years that a company other than Samsung or apple has led the market.
In August 2020, Yu Chengdong admitted for the first time that Huawei’s Kirin chip was out of print after it was banned from OEM.
In September 2020, Huawei’s next-generation flagship mate 40 series mobile phones will be released, equipped with Kirin 9000 chip, which makes mobile phone stock and supply a mystery.
At the end of the press conference, Yu Chengdong stressed:
This is a special and difficult year. We have been subjected to the third round of repression and prohibition by the United States, which is extremely unfair.
“No matter how difficult the situation is, Huawei will always insist on innovation and bring the best technology and innovation to everyone.”
In November 2020, Huawei revealed the latest organizational restructuring: Huawei consumer BG is integrating with Bu, a smart car solution, and Yu Chengdong is in charge.
In the same month, Huawei’s Internet mobile phone brand was split up and sold.
Ren Zhengfei’s farewell speech:
Today is our “divorce” ceremony. I won’t say more. Once “divorce” is over, we are adults. We should deal with the separation rationally, strictly follow the compliance management, strictly abide by the international rules, and achieve our own goals. Like young people, marriage and love can not be as hot and cold as ever, and they can not draw a clear line. Don’t worry about Huawei, think about your future!
In the future, we are competitors. You can hold “foreign guns” and “foreign guns”. We can hold new “Hanyang made” and new “big knives and spears”. It is not certain who will win or lose? We won’t be polite to you. Some of you call Huawei a hero in the competition. Don’t embarrass them.
It’s hard to get along with each other. The autumn wind blows the cold apricot leaves yellow. Go well.
(statement: This article only represents the author’s point of view, not Sina’s position.)