Glory after independence has taken the first step of rebirth, while Huawei’s mid-to-high-end brands Mate, P, and Nova series are still looking for their own way out.
Recently, foreign media reported that due to supply chain constraints, Huawei is negotiating with a corporate consortium supported by the Shanghai Municipal Government on the sale of high-end smartphone brands P and Mate. According to the news, Huawei will sell Shanghai terminal-related departments, including other products such as tablets, or sell them together.
It is worth noting that foreign media often take the lead in the development of Huawei series of rumors involving Huawei’s overseas obstacles and the sale of glory.
Just like the reaction when the Glory sale was rumored, Huawei quickly denied it. On January 25, Huawei’s terminal said: “Huawei has no plans to sell its mobile phone business at all. Huawei will insist on building the world’s leading high-end smartphone brand and strive to provide consumers with excellent product experience and services.”
It is reported that Huawei has been in existence for a long time with the option of leaving and disposing of the remaining brands. However, as previously disclosed in the article “Variable Glory”, Huawei is still looking to retain its mobile phone business and wait for opportunities for changes to occur. It is just that maintaining this huge business chain requires extremely high costs.
In the next three months, Huawei’s decision makers need to make a decision.
——According to Honor, the plan to sell Mate, P, and Nova to the Shanghai State-owned Assets System is now not the first choice. As the core equipment of future smart terminals, mobile phones are really hard to decide if they are completely abandoned.
Soon, Huawei’s latest folding screen mobile phone mate v will be launched soon, and the stocking scale far exceeds the previous generation mate xs.
-A more likely solution, Huawei will open its brand to operators such as China Mobile and China Telecom, and even other hardware and industrial chain manufacturers. Huawei, operators and other companies jointly operate to maintain the existence of the Huawei brand.
When it comes, fight again.
01 Marrying operators, the end of Huawei’s high-end brand?
With reference to Honor, the result of directly selling all high-end brands may not become the highest-level option of Huawei, but only the will of the Huawei CBG team. You are the world’s top smartphone manufacturer, and it is difficult for Huawei to give up all.
According to the testing data of the research organization BCI, in the first week of 2021, the weekly sales of vivo and Xiaomi have surpassed Huawei, and the latest data shows that the market share of vivo and Xiaomi has reached 21.3% and 17.4%.
Correspondingly, Huawei’s chip predicament has not been improved. Therefore, Huawei’s current basic strategy is to use limited chips to indefinitely extend the life cycle of mobile phones. Some Huawei insiders revealed that Huawei has not stopped the research and development of the P series and Mate series, and will release P50 and Mate50 models in the future.
However, including the previously released Mate40 series and the recently released Huawei second-generation folding screen mobile phone Mate V, Huawei will have four products equipped with Kirin 9000 chips in the future.
According to media reports, TSMC delivered 8 million Kirin 9000 chips to Huawei before the final round of blockade, but these 8 million chips obviously cannot support Huawei’s four product lines.
Under this circumstance, selling CBG business may be a last resort, but it also means that Huawei has completed its “self-breaking arms” in the true sense, not only abandoning the smartphone market, but also the IoT product line that it has worked so hard on. And give up, wanting to return to the smartphone market in the future is tantamount to starting from scratch.
Cooperating with brands in order to stay in the air seems to be a better solution. There are rumors that Huawei will next come up with Mate and P series brands to discuss in-depth cooperation with several operators such as China Mobile, and will not even rule out other smart hardware manufacturers.
The plan sounds familiar?
Joint operators to leave a ray of life for Huawei’s high-end brands?
In the 3G era, Huawei and ZTE made the first pot of gold in the mobile phone market by relying on operators’ OEMs, but Huawei later grew into a leading high-end brand in the industry, and ZTE never got rid of it. OEM label.
But the cooperation this time will be fundamentally different from the past cooperation. Operators and other partners will be responsible for the brand operation of the Mate and P series, while Huawei will provide mobile phone design, research and development, supply chain management organization, and management of foundry production.
The advantage of this is that the Mate and P series can break the blockade of the supply chain through operators, and Huawei can continue to engage in research and development as a “smart phone solution provider”, keeping the fire for the mobile phone business, and also for itself Keep a comeback option.
02 HiSilicon’s questions, the spin-off is unavoidable?
Whether it is selling the mobile phone business as a whole to the Shanghai State-owned Assets Supervision and Administration Commission, or choosing to develop in-depth cooperation with operators, one question cannot be avoided: What should HiSilicon do?
When the pressure suddenly came, Ren Zhengfei and Xu Zhijun had expressed their opinions on various occasions and would continue to support the follow-up development of HiSilicon. But the question is, when Glory is handed over, Mate and P will be left to be determined. How much is the value of Huawei’s retention of HiSilicon, and what is the cost?
Whether it stays or not, Huawei’s branded chips will be supplied by Qualcomm and MediaTek in the future, and HiSilicon will completely lose Huawei’s outlet.
Two years ago, Huawei founded Hubble Investment. Public information shows that since its establishment in April 2019, the company has invested in 23 chip companies, covering semiconductor materials, EDA software, semiconductor equipment, semiconductor instrument testing, etc. Field, and strive to complete the layout of the entire semiconductor industry chain.
However, the semiconductor industry’s “long-term, asset-heavy” characteristics make these investments doomed to fail to have an immediate effect, and HiSilicon’s prospects are still not optimistic.
There are rumors that Huawei is seeking independent chip manufacturing in order to continue and maintain the survival of HiSilicon Kirin. But it is destined to be a long process.
Prior to this, the industry has always analyzed that there is a possibility for Huawei to break the situation-it can spin off HiSilicon and sell it to state-owned assets. It’s another glorious plan.
Huawei has returned a large amount of advancement, and at the same time, HiSilicon has the possibility of cooperating with major mobile phone manufacturers such as OVHM, and can truly obtain 5G patent benefits.
Now, this rumor has increased again: HiSilicon Kirin is developing independently, and at the same time, Huawei is tying a well-respected top leader.
03 Let’s talk about Huawei cars again, pure car networking has no future
With large sums of money in hand and the hindrance of the mobile phone business, it is time for Huawei to reconsider its automotive strategy.
In 2019, Huawei launched the HiCar solution and reached a cooperation with Geely Automobile to enter the new car market. Subsequently, Huawei released its first in-vehicle smart screen. It is reported that this smart screen is equipped with Huawei’s Hongmeng operating system, which is seamlessly interconnected with mobile phones through HiCar and can be installed without changing the car.
Through HiCar and Smart Screen, Huawei entered the new car market and aftermarket respectively, but at this time Huawei seemed to have no interest in the vehicle market. In an organizational change document in 2019, Huawei approved the establishment of a smart car solution BU , The document pointed out that “Huawei does not build cars, but focuses on ICT technology, becoming an incremental ICT component supplier for panel cars and helping companies build good cars.”
The market for the Internet of Vehicles is huge, but you must first have a really useful car
The question is, what is a good car? Looking around, besides Tesla, can the state-owned enterprises and so-called new forces in China build good cars?
On November 4 last year, Changan Automobile announced that it would cooperate with Huawei and CATL to create a new high-end smart car brand. Subsequently, a number of media broke out that Huawei successively applied for a number of patents for reducers and powertrains in 2020.
These are obviously not the “focusing on ICT technology” mentioned by Huawei.
Public information shows that Huawei’s CBG department is integrating with the smart car solution BU, and the integrated smart car solution BU will be placed under the Consumer BG Management Committee. According to Huawei sources, this so-called allocation does not mean the beginning of the “Huawei Auto” brand.
Not long ago, in an EMT document issued by Huawei in 2020, Ren Zhengfei made a rare statement saying that “who will make suggestions and build cars in the future, interfere with the company, be able to leave the job, and seek another job.” At the same time, a line of small print is marked below this document “This article takes effect from the date of publication, and is valid for three years.”
Three years are enough time for Yu Chengdong to open up the entire electric vehicle industry supply chain.