太难了！华为手机收入下滑46%，缺芯危机打击大

中国企业家杂志2021-08-06

文／刘哲铭编辑／李薇 8月6日下午，非上市公司华为延续了一贯的传统，公布了2021年上半年业绩：2021年上半年实现销售收入3204亿元，净利率达9.8%，其中，运营商业务、企业业务及消费者业务收入分别为1369亿元、429亿元及1357亿元。华为在公告中称“整体经营结果符合预期”。但与去年同期相比，数据并不理想。在公布的五个数据中，两个上涨，三个下跌。另外值得注意的一点是，此次半年报的营收与...

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精彩评论

Sinlin
2021-08-07
Sinlin
被迫倒逼之下逐步实现硬件和软件全面自主能力终究是好事，只是要付出更多时间和投入。出来混迟早要还的。
YourCFP
2021-08-07
YourCFP
只能练内功，厚积薄发。
- Wishonest:
  加油
yong168
2021-08-07
yong168
讲得对[鼓掌]
NCP88
2021-08-06
NCP88
美国太没有水准了，就只能打压对手
- khikho:
  哎
YJ_4087
2021-08-06
YJ_4087
华为加油[强]
Paulyang
2021-08-06
Paulyang
这是入场的标志吗？

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Huawei's mobile phone revenue fell by 46%, and the core shortage crisis hit 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CEO，掌管了华为汽车和终端两大部门。随后，华为消费者业务CTO卞红林接任苏箐为新任智能驾驶产品部部长，华为消费者业务手机产品线副总裁李文广也转岗智能汽车解决方案BU，担任智能驾驶产品部副部长。\n在华为的定位中，智能电动汽车销量虽然没有手机那么大，但是单价高，能够弥补手机的销量缺失。\n另一方面，消费者业务的战略已从单一的手机驱动变为“1+8+N”全场景智慧生活战略，以Harmony OS和HMS生态为核心驱动及服务能力，围绕五大生活场景，为消费者打造全场景智慧生活体验。而早在2019年，居然之家与华为达成合作，华为将家居场景推到一线。官方不断放出好消息，Harmony OS的用户数已突破5000万。余承东曾表示，平均每秒就有8个用户升级。\n对于一家商业机构来讲，在危机中将现有资源进行重新分配，尝试多种业务的推进是必然，毕竟“没有粮食心会发慌”。不过，要想“有质量地活下来”，或许依旧存在挑战。\n企业业务上涨\n纵观几年华为财报，其运营商业务营收虽然逐年增加，但上涨幅度微乎其微，2020年仅有0.2%的增速。有分析认为一方面是因为5G大规模商用还未到来，另一方面是受到整个行业周期性的影响，对比华为运营商业务的增长低速期，中兴通讯的相同业务亦有下降。\n2021年上半年，企业业务成为华为艰难时刻的亮点，增长达18.18%。企业业务也是华为2020年全年增长最出色的业务，增长达23%。不过，相比于其他业务，企业业务由于盘子最小，是其中较为容易不断突破的业务。\n华为企业业务包括数据存储、数据中心、数字能源等产品与服务，涉及交通、金融、制造等行业。其中，华为云的收入一并并入企业服务。\n\n近两年，华为云市场份额不断扩大。IDC发布报告称，中国政务云基础设施市场的总规模达到了270.6亿元，增长高达24.03%，其中华为云在政务云市场占有率32.2%，连续4年蝉联中国政务云基础设施市场份额第一。\n2020年，华为云全球IaaS市场排名上升至中国前二、全球前五，主流厂商增速最快，成为全球五朵云之一。华为云聚合了超过180万开发者，14000多个咨询合作伙伴，6000多个技术伙伴，在华为云云市场上架的商品超过4500个，已经成为互联网公司和传统政企数字化转型的重要平台。\n总体来看，由于企业业务在总收入中占比不大，很难在短时间内支撑起一年在研发费上投入1418.93亿元、销售管理费用上投入1134.3亿元的华为。\n此外，企业业务也面临芯片断供危机。这几天，坊间传闻华为服务器业务将打包出售。不过，知情人士向媒体透露，华为打算卖掉的仅是x86服务器业务，因为该业务采用英特尔芯片，断供影响从手机传导到服务器业务，美国对华为芯片的打压迫使华为不得不放弃x86业务，但华为仍将保留采用自研鲲鹏芯片的服务器业务。\n华为依旧要面临芯片难题，而“有质量地活下来”将是华为的长期命题。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":893445267,"gmtCreate":1628297758359,"gmtModify":1633751907253,"author":{"id":"3578273090742274","authorId":"3578273090742274","name":"Sinlin","avatar":"https://static.tigerbbs.com/e26a5aacb13f0157a96e28fd565c12e5","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"被迫倒逼之下逐步实现硬件和软件全面自主能力终究是好事，只是要付出更多时间和投入。出来混迟早要还的。","listText":"被迫倒逼之下逐步实现硬件和软件全面自主能力终究是好事，只是要付出更多时间和投入。出来混迟早要还的。","text":"被迫倒逼之下逐步实现硬件和软件全面自主能力终究是好事，只是要付出更多时间和投入。出来混迟早要还的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893445267","repostId":1199881970,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":893560933,"gmtCreate":1628288597222,"gmtModify":1633752031496,"author":{"id":"3569263461157925","authorId":"3569263461157925","name":"YourCFP","avatar":"https://static.tigerbbs.com/a1f5e965075ba7b03f9c5aade30f04ed","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"只能练内功，厚积薄发。","listText":"只能练内功，厚积薄发。","text":"只能练内功，厚积薄发。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893560933","repostId":1199881970,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5457701,"gmtCreate":1628372553523,"gmtModify":1635157521130,"authorId":3582234586447453,"author":{"id":3582234586447453,"authorId":3582234586447453,"name":"Wishonest","avatar":"https://static.tigerbbs.com/172444fe348e722381bd6cf837b52614","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":893560933,"type":1,"supId":0,"prevId":0,"content":"加油","text":"加油","html":"加油"}],"langContent":"CN"},{"id":893249647,"gmtCreate":1628267297289,"gmtModify":1631888630550,"author":{"id":"3570966674623757","authorId":"3570966674623757","name":"yong168","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"讲得对[鼓掌]&nbsp;","listText":"讲得对[鼓掌]&nbsp;","text":"讲得对[鼓掌]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893249647","repostId":1199881970,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":893261799,"gmtCreate":1628265147111,"gmtModify":1631890449000,"author":{"id":"3570366231505984","authorId":"3570366231505984","name":"NCP88","avatar":"https://static.tigerbbs.com/790d2d1f38405c1ee3ec33d3d791763d","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"美国太没有水准了，就只能打压对手","listText":"美国太没有水准了，就只能打压对手","text":"美国太没有水准了，就只能打压对手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893261799","repostId":1199881970,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5450133,"gmtCreate":1628287707919,"gmtModify":1631890449006,"authorId":4087214492167970,"author":{"id":4087214492167970,"authorId":4087214492167970,"name":"khikho","avatar":"https://static.tigerbbs.com/8163a6179dabb8c65b60eb5467e5834a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":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