Saturday, April 30, 2016

A depth of Pa Pa, Huawei is actually a kind of company?

This burst of Huawei Ren Zhengfei in the airport taxi queue for queuing photos and pictures inside the cafeteria play Frozen Games quickly became popular, and for a network like Ren camel brush over red circle of friends. Similarly, a few days ago Huawei Alipay cooperation and also by the media to be quickly interpreted as Huawei and Apple compete in the field of mobile payments, although there are indications that this is only a very small cooperative Huawei ecological cooperation once only. If five years ago, even Ren strategic vision of internal speech may not have such a high degree of concern today, even though the conference is extraordinary development of Huawei's enterprise business, the meeting is only a handful of media. Huawei in history, perhaps never as now, the media, industry and the public so concerned. Former president of Huawei's main competitor in the enterprise market, Cisco's Chambers for the previous year will deliver a speech Huawei, a leader in the communications industry, the reason for more than a decade has been closely watching Huawei, perhaps from their own beyond ordinary commercially sensitive, on the other hand it could be as early as a decade ago, they found the body of this company Huawei temperament made him feel terrible and Cisco. Back in 2003, there are rumors is said Chambers developed a plan against Huawei. In fact, Huawei is in Cisco, Ericsson, Alcatel-Lucent, Samsung and Apple even child under eyelids, with more than twenty years grow rapidly. 2015, Chambers told the media after retirement, "said Ren Zhengfei is a good leader. He led a very successful Huawei, size of the organization is also expanding and mature. I have been concerned about his remarks. We are bringing to China Digital as well as the benefits of digitization is consistent with the understanding of our competitors in this regard, and will continue to compete in this regard. Huawei is going through a lot of restructuring their companies are good. " Enemies or competitors get respect, perhaps the real explanation of Huawei's most powerful capabilities. Similarly, in China flourishing BAT, occupy China's largest social resources and media resources, but still no one dared Huawei benchmarking, whether public or BAT own, may subconsciously feel BAT and Huawei not even in a horizontal line on. Nonetheless, if before we can know with Huawei is a communications equipment industry, international companies, but in the case of today's public and media attention so, Huawei's face has become increasingly blurred. What is a carrier Huawei equipment manufacturers? A network equipment manufacturers? Cloud service support systems service provider? Or mobile phone manufacturers do? Yes, but not really. A depth of Pa Pa, Huawei is actually a kind of company? First, beyond Ericsson, winning not only the market, more of a technical necessity In the communication equipment industry (Huawei said business operators), Huawei has been a global leader in two years. In 2014, Huawei's total revenues of $ 31 billion over the micro-Ericsson's $ 29.3 billion in revenue, becoming the first in the world, after the adoption in 2015 of 21.4% growth by the end of 2015, Huawei's carrier business will be for $ 35.8 billion ( 232.3 billion yuan) of the total revenue of $ 29.4 billion with Ericsson distance. As Cisco's Chambers said, "For the Chinese to bring digital, and digital understanding of the benefits is consistent." Huawei play Barbie Cooking Games is not only in China, through its own in-depth study of business operators, is to ROADS model to promote digital transformation of global carrier services. If we jump out of the data plane carrier services, the change point of view, we stand in the global personal communication change perspective, you will be surprised to find that, Ericsson, Huawei beyond the time point of time coincides with the global popularity of 4G networks coincide. This is definitely not a coincidence. In 3G era, although standards are Ericsson, Nokia and other companies to develop, but the real core patent was mastered at Qualcomm hands behind Europe evolution of the WCDMA standard and TD-SCDMA standard in China, it is also monopoly for Qualcomm patent arising from the inevitable rebound. Huawei's development started in 2002, soon accelerate quickly, as early as in the era of 3G is not universal has carried out research 4G core patent. Up to now, Huawei LTE network submitted more than 500 pieces of core standards patents, accounting for 25% LTE standard patents. In fact, in the 4G standard core patents, Huawei has sufficient capacity and Qualcomm patents against large, but this is not known by outsiders. These technologies and patents reserves, both in equipment manufacturing and network coverage, help Huawei to enter the global 140 capital city, a few years successfully deployed more than 400 LTE commercial networks and over 180 photos EPC commercial networks. In the global 4G construction, Huawei is currently accounted for 46% of the market share, the global leader. It can be said 4G commercial, so that Huawei has long accumulated technology rapidly released, also will be with 4G and 4.5G (Huawei advocated by the 3GPP technology has been officially named) to further enlarge the network market, Huawei will further widen the distance with Ericsson, Alcatel-Lucent, Nokia between. The accumulation of technical strength, certainly not in a day. Huawei's powerful that we see today, ten years or more in-depth study of Huawei in the field of ICT comes from. Although the patent on the overall strength and reserves, the Huawei and colleagues are still some gaps, but now is not the order of the difference between the two sides of the gap, but the gap is narrowing step by step. 2015 IEEE released global patent strength ranking in the field of communication and Internet devices, Huawei ranked first with 365 patent index 12, Ericsson ranked fourth with 1297 index, ranked by Alcatel-Lucent's 469 index 11. Similarly, in 2015 the United States Patent services (IFIClaims) released 2015 annual ranking of US patents granted, Huawei ranked first with 800 the number 44 (this is the second time into the TOP50 Huawei's list), in this list single, the Cisco 960 ranked 36, in which Ericsson 1407 ranked No. 20, the number of patents from the point of view, Huawei has been with Ericsson, Cisco is in the same order of magnitude. In this sense, we can generally understand Huawei said, "not in the power of non-expendable strategic competitive opportunities for strategic points," meaning that while Huawei may still gaps in the technology of the total, but in key areas, such as 4G, 5G and other core technologies for the future, Huawei's far ahead of the industry. According to GSMA predicts that global LTE subscribers by 2020 from the current 10 billion to 3.8 billion, while the LTE wireless technology in the share from the current 15 percent to 44 percent, so it seems, Huawei the growth potential of the business operator is still huge. Future 5G, Huawei has started cooperation with Ericsson and other giants of the industry, does this mean that the future Huawei will become an important force to dominate the global communication field? Whether China will lead the global technical enterprises into the digital age it? We leave the answer next to answer. Second, the vigorous growth of the enterprise business, will become the operator of another version of the business? Strictly speaking, Huawei has clearly into the enterprise business market should date from 2011 to the present, only less than five years, and Huawei enterprise business BG predecessor based private network marketing for the team established enterprise business unit. This market had been occupied by the absolute advantage of Cisco, whether it is enterprise-class switches, routers, NAS or the industry as a whole solution, Cisco is the undisputed big brother. This is just one of the original Huawei into the enterprise wide business when not optimistic about the reasons, and the other play Angela Games reason is that after Wah acquired by HP, Huawei's enterprise business market substantially close to zero, when not many people believe that Huawei can in the enterprise market to acquire and market operators the same results. Again, this is a unique body of Huawei's insistence, others thought impossible places, open abruptly to avoid a green. After 2011, the 2012 trial and error adjustments and channel construction, to 2013, Huawei's enterprise business to show its vigorous nature, the annual sales reached $ 2.7 billion; by 2014 the enterprise business growth of 27%, serving more than 100 Fortune 500 companies in the storage market, winning a 31.7% market share. This time, Huawei once again shocked the industry. The second half of 2014, IDC statistics show that the share of Cisco's network equipment market in China has dropped to 18.2%, while Huawei over the same period rose to 34.7%. The result of this change, but also indicates the future growth potential of Huawei's enterprise business in China market. 2015, Huawei's enterprise business growth for the Chinese market first. It should be said from the second half of 2014 on the show this result, but the actual amount of growth is released than many people's expectations. 2015 Huawei enterprise business to achieve sales revenue of $ 4.25 billion (27.6 billion yuan), an increase of 43.8%, while from 2011 to 2015 compound annual growth rate of 35% is reached. In fact, to Na Sike and Huawei's enterprise business compared to many unscientific place, which is not only because of Cisco equipment for the enterprise market, but also provide communications equipment operators (because of Cisco's business failed to enter the top three in the operator business did not mention), but communications companies, there is little business enterprise market will be published in a separate category, it is difficult to find a workable reference standard, the only close Huawei enterprise's only Cisco a. From the global business perspective, the Cisco 2015 revenue of $ 49.2 billion, volume is still huge, but was up only 4% in 2016 first quarter, Cisco's total global sales of $ 12.7 billion, an increase of 3.6%. Total sales in 2015, Huawei's enterprise computing business of $ 4.25 billion, is still only about 20% of Cisco. But do not forget, Huawei's enterprise business growth in 2015 was 43.8%, while Huawei's expectations in 2016 Analyst Meeting is to reach $ 10 billion in revenue in 2017, that is to say, according to Huawei's enterprise business growth rate, to about 2019, sales of Huawei's enterprise business may reach $ 20 billion. But this is only a general estimate, the growth of Huawei enterprise business may be far from simple. Many people like the habit of the growth is due to Huawei's "Wolf" market team, but in fact, Huawei has never officially proposed the concept of such a wolf culture. Huawei's enterprise business growth, thanks to more "business-driven ICT infrastructure" design and "integrated" open strategy. This may not be easy to understand, and compared to other vendors sell equipment, Huawei is more emphasis on user-based industries and enterprises to business needs as the core of the overall solution and implementation of a wide range of alliances and partners. Market in the future of their business may be even greater than the operator's business, imagine the space is large enough, relying only on their own is difficult to have multiple geometric growth. Huawei "integrated" strategy proposed, not only to solve the enterprise and channel relationships is more important is to build an open industrial ecology. By the end of 2015, Huawei's enterprise business in the global number of channel partners more than 8000 (5000 in China), more than 350 solution partners. For corporate business, this is a very strong force, and they just display their talents, when these 8000 (the future may be more) partners synergies, and what kind of a miracle happen Huawei play Dora Games enterprise business BG It is not surprising. Huawei twenty years both in technical studies or fixed wireless networks, communications standards and products, have focused on the "full connection" The segments, which built up a strong technical system and enough capacity, and the ability to release this technology, not only will show in the operator's digital transformation process, will also in the industry and enterprise ICT infrastructure service provision more efficient coupling for the enterprise. Therefore, the rapid growth of Huawei's enterprise business, Huawei also benefited from long-term technology investment and technology accumulation.

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