40 million units! Sanctions cannot be stopped, Huawei did not disappoint people, and Biden was completely dumbfounded!

In the first quarter of this year, the domestic smartphone market was in a state of sadness, and both retailers and major manufacturers seemed to have a feeling that smartphones could no longer be sold.According to data released by IDC, in the first quarter of 2023, the top five mobile phone manufacturers in China experienced a decline in sales

In the first quarter of this year, the domestic smartphone market was in a state of sadness, and both retailers and major manufacturers seemed to have a feeling that smartphones could no longer be sold.

According to data released by IDC, in the first quarter of 2023, the top five mobile phone manufacturers in China experienced a decline in sales. Compared to the same period last year, OPPO smartphone sales decreased by 8.8% year-on-year. Apple decreased by 7% year-on-year, vivo decreased by 14.9% year-on-year, Honor decreased by 22.8% year-on-year, and Xiaomi decreased by 22.9% year-on-year.

Surprisingly, Huawei achieved a 41% counter trend growth in smartphone sales. Moreover, there are reports that Huawei has recently raised its 2023 mobile phone shipment target from the original 37 million units to 40 million units, an increase of 8.11%.

It is worth mentioning that Huawei is currently the only manufacturer in China to increase the shipment volume of mobile phones. If the shipment target of 40 million units can be achieved, Huawei's smartphone market share is expected to rank among the top five this year.

Looking back on the road that Huawei has gone through in recent years, it can be said to be full of thorns and bumps. In order to suppress China's 5G industry and maintain its technological hegemony, the United States first included Huawei in its physical list, prohibiting American companies from supplying components to it. Then, it forcefully modified chip rules, resulting in chip foundry companies such as TSMC and Samsung not being able to produce Kirin chips for Huawei.

Afterwards, the United States, in collaboration with companies from the Netherlands, Japan and other countries, cut off China's import channels for EUV lithography machines, and Huawei completely fell into a situation where there were no cores available and could only rely on inventory chips to maintain low volume production. In this situation, Huawei, which was originally a global leader in 5G technology, is no longer able to provide consumers with 5G smartphones.

Huawei's mobile phone business has suffered a major setback, with its market share dropping from the top three globally to the top five, directly classified as "Others" in the calculation. Huawei also had to endure the pain of divesting the "Honor" brand business as a whole.

The mobile phone market vacated by Huawei is divided among domestic manufacturers such as OPPO, vivo, and Xiaomi, while the high-end part is basically monopolized by Apple alone.

It is gratifying that the severe sanctions and crackdowns imposed by the United States did not make this company submit, but instead made Huawei's people more courageous and stronger in the Vietnam War. In recent years, despite the significant decline in overall revenue, Huawei's R&D investment has increased instead of decreasing. In 2022, Huawei invested 161.5 billion yuan in R&D, with a R&D expense rate of 25.1%.

With the passing of winter and summer, and the passing of spring and autumn, Huawei's hard work has yielded fruitful returns. As of now, Huawei has achieved the localization of over 10000 components and 4000 circuit boards, effectively resolving the crisis of component supply shortage. The localization of these components has been able to supply Huawei's mobile phone production normally.

Since the beginning of this year, Huawei has successively released multiple smartphones, including the P60 series, MateX3, Nova11 series, etc. Especially in the Huawei P60 series, the bidirectional Beidou satellite messaging function has also been added.

Under the crackdown of US sanctions, Huawei not only revived with blood and achieved normalized operations, but also achieved remarkable results.

Folding screen phones have been a major highlight of Huawei in recent years. In the past three years, Huawei's market share of folding screen phones has exceeded 50% annually. This year, Huawei's shipment volume of folding screen phones is expected to exceed 3 million units.

The Hongmeng system is another major weapon for Huawei to break through blockades and sanctions. In 2019, Huawei released its independently developed distributed operating system, which organically connects people, devices, and scenarios to achieve the interconnection of everything. At present, the Hongmeng system is capable of supporting thousands of products, including refrigerators, induction cookers, air conditioners, and cars.

The market performance of Hongmeng System is also getting better and better. According to statistics, in the fourth quarter of 2022, the domestic market share of Hongmeng System reached 8%, and the global market share reached 2%.

Previously, the smartphone operating system market was dominated by Android and iOS. In the near future, this market is expected to form a tripartite situation of HarmonyOS, Android, and iOS.

Not long ago, Huawei also announced the implementation of independently controllable MetaERP research and development, and completed the replacement of the old ERP system.

ERP is an enterprise information management system that integrates material resources, financial resources, and information resources, and is indispensable for modern enterprises.

In 2019, after being sanctioned by the United States, Huawei quickly launched its own ERP research and development project. After three years of research and development, it finally developed a self controlled MetaERP, completely breaking away from its dependence on foreign countries.

Recently, Huawei conducted the first batch of large-scale MetaERP switching internally. It is reported that the Huawei team completed software replacement in 5 regions, 75 countries, and 88 subsidiaries worldwide in just 15 hours, fully proving that Huawei not only can manufacture, replace, and use it well, but also marks the globalization ability of MetaERP.

The United States, together with its global "allies," failed to defeat Huawei, but instead made it more resilient and thriving. Now Biden is completely dumbfounded!


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