As is well known, during its peak period, Huawei not only occupied nearly 56% of the domestic market share, but also had an annual revenue of nearly 900 billion yuan, making it the largest private enterprise in China. But since facing sanctions, Huawei has been in an awkward situation of no chips available, and its market share in chips and mobile phones has almost "gone to zero overnight". Its annual revenue has plummeted from nearly 900 billion to over 400 billion, which can be said to be unbearable. However, even so, Huawei did not choose to give up or compromise. Instead, it bravely launched the "Nanniwan Plan" and embarked on a 100% self-developed path!
The supply of Kirin chips was cut off, and Huawei not only did not stop the operation of the HiSilicon project, but also developed quantum chips and photon chips, attempting to bypass the lithography machine and make its own chips; The GMS service was disabled by Google, and Huawei independently developed the HarmonyOS system and HMS ecosystem service; The United States does not allow us to use EDA software, so Huawei has collaborated with domestic manufacturers to achieve localization of EDA tools above 14nm. It has to be said that since being sanctioned, Huawei has been "desperately researching and developing", with a simple goal of using its own strength to completely break the "blockade" of the United States!
As the saying goes, as long as you work hard to grind a deep iron pestle into a needle, thanks to unremitting research and development efforts and indomitable spirit, Huawei finally made a strong comeback in August last year. The Mate60 series, which is equipped with Kirin chips and HarmonyOS 4.0 system, also suddenly went on sale. According to data, the global sales of this phone have exceeded 30 million units. It is not an exaggeration to say that Huawei achieved its first breakthrough with the Mate60 series phone, and even slapped the United States hard!
Not only that, in Huawei's New Year's speech in 2024, Hu Houkun, the rotating chairman of Huawei, also announced a piece of data, which is that Huawei's revenue is expected to exceed 700 billion yuan in 2023, a year-on-year increase of 8.98%. Among them, digital energy and cloud business have achieved good growth, and in the domestic smartphone market, Huawei also ranks fourth with a 14% share. It should be noted that the Mate60 series was only sold for four months last year, and once fully launched, Huawei will return to the top position in a short period of time!
In addition, Huawei has also achieved significant results in the field of smart cars. According to statistics from the GAC Research Institute, the penetration rate of smart cabins has reached 61.5% in 2023. In the field of smart cockpit chips, Qualcomm can be said to be in the spotlight because since 2019, the Qualcomm Snapdragon 8155 chip has been highly sought after by many car companies such as Ideal, NIO, Xiaomi, and Xiaopeng. Its installed capacity of cockpit domain control chips in 2023 has reached 2.26 million, accounting for nearly 60% of the market share, which can be said to be a gimmick!
But what Qualcomm didn't expect was that Huawei's Kirin chips had an installed capacity of nearly 22000 in 2023. Although there is still a huge gap compared to Qualcomm, with the return of Kirin chips, it is estimated that it will not be long before Huawei can catch up with Qualcomm in this field! On the one hand, there has been a surge in revenue, and on the other hand, there has been a strong return of Kirin chips. Recently, Huawei officially announced another news, which is to promote the upgrade of 5G in the communication big model on February 26th! Even foreign media have expressed their intention to start a comprehensive breakthrough in this regard!
As the saying goes, without scars and accumulation, where can one have rough skin and thick flesh? Heroes have always been lonely. Although the United States has dealt Huawei a heavy blow in recent years, it has also made Huawei live to death. In just three years, it has achieved its first breakthrough. Not only has Kirin chip returned strongly, but also Huawei phones, Huawei 5G, Huawei cars, and Huawei HarmonyOS systems have achieved excellent results. It must be said that Huawei's return has completely humiliated the United States. With Huawei's continuous rise, the so-called blockade by the US will become a huge joke!
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