On April 21, Huawei disclosed the minutes of Ren Zhengfei's interview with foreign media again on March 25. Ren Zhengfei first mentioned that the epidemic had a certain impact on Huawei's production, sales and delivery.
However, he also said that Huawei started working on February 1, and there was no delay in the construction period. "Employees arrived one after another, from the initial 70%, 80%, 90% ... gradually reached a certain percentage.
As we all know, Huawei is an international company with operations all over the world. At present, the epidemic has not subsided overseas, which will have a certain impact on Huawei's business.
To this end, Huawei lowered its revenue target for the first quarter of this year. The reason is that some supporting components and the customs clearance of shipments in some countries are affected. In addition, people are still in a state of self-isolation at home, and the project will also be affected.
But in Ren Zhengfei's view, the overall impact is not great. This is because part of the international contracts are now expansion projects, which are completed in the computer room and implemented through software upgrades, and do not require field operations. "So, now our contract sales can continue to grow." He said.
Since the outbreak, global smartphone sales have shrunk. According to data released by the China Institute of Information and Communications, China ’s total smartphone shipments in the first quarter were 47.736 million units, a year-on-year decrease of 34.7%. IDC expects that the Chinese terminal market will see a 7% to 10% decline throughout 2020.
The consumer electronics business is already Huawei's largest revenue pillar. Due to the uncertain trend of the epidemic, Huawei warned that there will be a certain decline in mobile phone shipments in overseas markets this year. It will increase its expansion in the Chinese market, especially in the mid-to-high-end market.
Ren Zhengfei said that the mobile phone business should still grow. "I only know that the sales volume in the Chinese market is about 450,000 units per day, and the international market is in decline. It started to grow after April, and the monthly sales volume is expected to be more than 20 million units."
It is worth noting that compared with smartphones, sales of Huawei's tablet and computer related businesses have increased. "It is a 5-6 times increase, and the tablet has been pre-installed with our HMS operating system."
In 2019, Huawei shipped more than 200 million non-mobile terminal products.
Finally, Ren Zhengfei talked about that HMS has been open source and open. Compared with the old Apple and Google, there is still a gap, but there are also some characteristics, Huawei is determined to enter the market.
"We are forced to do this because we have no sense of security. If we still use other people's things, what should we do next time? If the confession breaks us up to Liangshan, we must work hard to make up for the delay Well, otherwise we can no longer stand on this land. "He said.
