2020-07-15

With RMB 454 billion, Huawei’s performance in the first half of the year surged against the trend! The United States persuaded Huawei to reduce supply?

By yqqlm yqqlm

This article is an original article of”Golden Data”. Reprinting without permission is forbidden.

According to Huawei’s official website on the evening of July 13, Huawei’s performance in the first half of this year increased significantly against the trend, with sales revenue of 454 billion yuan, an increase of 13.1%year-on-year. Among them, Huawei’s operator business revenue was 159.6 billion yuan, corporate business revenue was 36.3 billion yuan, and consumer business revenue was 255.8 billion yuan.

It’s not hard to see that with the Huawei mobile phone continues to increase its domestic market share, and its consumer business gradually takes up the main position of revenue. Despite the epidemic, Huawei’s mobile phone shipments have also been particularly strong. In April this year, with a market share of 21.4%, Huawei surpassed Samsung for the first time to become the world’s number one in mobile phone sales. According to South Korea’s SK Securities forecast, Huawei’s mobile phone shipments in the second quarter of this year were 55 million units, while Samsung’s was only 51 million units. Huawei’s smartphone shipments in the second quarter may once again surpass Samsung to become the world’s first One.

It is worth mentioning that since this year, the United States has also tightened restrictions on Huawei. In mid-May, the United States stated that companies using the country’s technology and equipment needed permission from local authorities when supplying chips to Huawei. There is no doubt that this has caused some impact on Huawei’s business, but Huawei expressed confidence that it can overcome this obstacle. Huawei’s rotating chairman, Guo Ping, said that since last year, Huawei has been”cutting through the thorns” and facing difficulties, and is confident that it can find a solution as soon as possible.

In fact, the world-renowned semiconductor company-MediaTek is also important for Huawei client. In early June of this year, Nikkei News reported that Huawei had coordinated discussions with MediaTek and Ziguang Zhanrui to expand the purchase of chips. Data shows that the chip company’s revenue in June reached 6 billion yuan, a year-on-year increase of 20.99%, the highest since September 2016. The industry generally believes that Huawei may be the main contributor to MediaTek’s record revenue.

And this has also attracted great attention from the United States. According to a report by C114 China Communications Network, the United States requested the relevant department where MediaTek headquarters is located to”persuade” MediaTek to reduce its supply to Huawei. However, local authorities said they did not receive such requests from the United States, and MediaTek also declined to comment.

It is worth noting that Huawei has always been Qualcomm, TSMC and other important customers, if Huawei is an important customer, it will inevitably have an impact on these technology companies. Among them, Qualcomm and TSMC both said that they could not resist, and they all applied to the United States, hoping to resume supply to Huawei. It is not difficult to see that the relevant restrictions in the United States have a greater impact or are their own companies.

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