Huawei will be held once a year for the global analysts, assembly (HAS), an analyst with the product launch, analysis of normal university, huawei’s various business line directly traders will be very deeply and global analysts and professional media on the business data, planning, and the analysis of the future, there will be a question and at the same time, so this is a more in-depth understanding of the field of the ICT huawei technology giant window.
Think things as one of the few media involved in these two days in shenzhen huawei HAS2018 analyst conference, held in huawei’s consumer business BG direct traders special listened to the five lines of business speech, discusses the key problems in communication. Although every time more than huawei consumer business CEO ChengDong in important release of the product will also talked about many aspects of consumer business, but overall still see, today the five traders share, can come to see huawei’s consumer business BG business layout depth and breadth.
Look from earnings data, huawei’s consumer business BG 2017 revenue of 2017 yuan, accounting for 39.3% of group revenues, with operators business only 10%, but note that huawei carrier business revenue grew by only 2.5% last year, and consumer business revenue grew by 31.9%, according to the speed of development, huawei consumer business revenue surpassing traditional bulk carrier business just around the corner.
Consumer business is not only a smart phone that simple, huawei has covered from smart phones to wearable, VR/AR, tablets, laptops, and cloud services, including the whole sequence of personal consumer electronics products and services, will be the next 5 ~ 10 years changing China and the world a force to be reckoned with in the pattern of consumer electronics, the end of 2017, huawei has carried on the new business to consumer business, today we’re going to completely open huawei this dish consumer electronics business big move.
What is huawei’s consumer business doing?
Could start with simple dismantling know huawei’s business, was established in last year, huawei Cloud BU, huawei across the group business now there are five plates, respectively is: BG products and solutions, operators, enterprise BG, consumer BG and Cloud BU.
Consumer BG is divided into three main lines: the smartphone product line, the PC and tablet product line, the MBB and Home (wireless broadband and smart Home) product lines.
Mobile phone product line includes huawei, glory double brand cover during different positioning, fashion and entry-level smartphone, moreover also includes product solutions, wear and health products, accessories and AR&VR products.
The PC and tablet product lines are better understood as PCS and tablets. Finally the MBB and Smart Home networking product line with wireless broadband, intelligent household, car 3 line contains a number of “links” as a main properties of the product, such as mobile WiFi, on-board wireless module, Home of the router, and so on are in this category.
In addition, huawei has arranged two head a huawei AI layout, a speak through consumer end products using cloud services, so it seems, huawei’s consumer business both in breadth and industry cut depth are more complicated than we thought, these niche play and what is the target? Huawei is competing with who for the cake and who wins? You might as well unfold it.
The mobile phone revolution is turning on, with a 20% increase this year.
Huawei consumers BG vice President of mobile phone product line Li Changzhu tells the story of the future of the mobile phone business development goals and play, in 2017 as sales of smartphones considerable, sold 153 million smartphones in 2017, compared with 139 million growth of 10% in 2016. Especially in the high-end market is strong, at more than $500 share of 17.2% (GfK data, not the United States market), the 2018 goal is in the high-end mobile phone shipments grew by 20%, 30% revenue growth in overseas markets.
The distribution of the mobile phone product line, as mentioned above, consists of the solution + three different positioning of the product line phone + wear +VR/AR+ peripheral accessories. Wearable solutions include smart wristbands, smartwatches and children’s smartwatches, and it’s also important to watch for the children’s smartwatch, huawei.
Li Changzhu think more wearable devices used to sleep monitoring are forecast, now the latest technology can do precise monitoring, so as to inform users at different stages of sleep quality, more than millions of users in the use of the service. Meanwhile, huawei’s health App has more than 100 million registered users, 40 million monthly users and 5 million daily users.
Huawei last year released the second generation of VR/AR products, the past is to put the phone show in the end, the second generation is mobile phones directly connected devices, PPI 665 built-in display screen equipment, at the same time provide the content of the IMAX.
On the future development of smart phones, Li Changzhu said about smartphone will occur every 12 years a huge change, a new large change cycle is open, the next 10 years will change the smartphone industry is the core power of artificial intelligence. Artificial intelligence will bring huge increment to the smartphone market, mainly reflected in three aspects:
1. The operation performance of mobile phone will be greatly improved. 2. Artificial intelligence comprehensively renovates the user interface. 3. Ecological establishment of artificial intelligence and Internet of things.
The specific changes to the phone are reflected in,
1) the native functions become more intelligent, such as AI photography, AI noise reduction, AI radar, power management, etc.
2) the second capability of AI is to improve the performance of third-party apps, such as huawei’s cooperation with Microsoft, providing translation services, and improving the efficiency of translation services through NPU.
3) develop HiAI capabilities to third parties (huawei will hold an AI developer summit in June this year).
AI’s changes to mobile phones also include making human-computer interaction a diverse form of integration, including voice, touch, human brain and so on, which are interesting and efficient. At the same time, the development of AI and cloud services will also break the boundary between mobile terminals and PC productivity products.
While huawei’s sales to 2018 are expected to be high, smartphone sales in China have declined in the first quarter, and the smartphone market is growing or shrinking. The new technology will improve the experience of consumers, and over the past 10 years, global consumers have received a lot of education, said zhidx.com. Now that the smartphone market is in a more stable phase, the long-term trend is to stay flat for the next two to three years, with no significant upside or downside. The total will be around 1.4 billion units/year, but there will be changes in the internal composition, and the driver of the smartphone is changing.
The tablet business, the glory is also coming in.
Huawei’s consumer business BG notebooks and tablet business line President wang yinfeng for tablets and notebook market are analyzed, in this seemingly slow decline is not booming market, huawei still see a lot of opportunities, the traditional PC giants?
In terms of tablet computers, Mr. Wang said, huawei has a strong focus on the 7-inch, 11-12-inch “tablet” and “tablet” crossover. Huawei’s tablet computer sold 12.5m units in 2017, up 30 per cent year on year, with a compound growth rate of about 40 per cent in the previous four years, and the first in several countries for android tablets, in the non-ipad market.
But as a whole, tablets are slowly falling, with smaller tablets being replaced by smartphones, and tablets with screens that are replacing some of the tablet market. Where is the opportunity? Game application, old people entertainment, children education, enterprises need to wait for the opportunity that wang yinfeng team sees.
In two aspects, offensively tablets prepared to play, so keep: in terms of entertainment, optimize ecological system (experience) optimize the landscape of the android system, strengthening the connection technology, optimize the cost. Attack: major innovative products, such as optimization in children and games, and innovation in productivity.
Huawei’s notebook computers now have covered the frivolous, epoxy resin, high performance, such as category, CES in Asia for the first time in 2017 launched three new PC product X, E, D series is a complete PC market. Wang yinfeng revealed that entering the PC market, also will let huawei, huawei honor two brands into the bureau at the same time, the positioning of the main quality, honor the main technology and tide, it is tomorrow (April 19), glory will launch the first notebook computer products.
Huawei’s latest innovation in laptop is launched the first full screen laptop on MWC2018 MateBook X Pro, the screen accounted for 91%, use 3 k * 2 k resolution screens, and use the LTPS screen to reduce power consumption. In communication, it is learned that huawei’s game will also be promoted by the honor brand, which will launch 5G tablet immediately after the launch of 5G mobile phone, but Windows is still optimized to support 5G. Huawei does not consider the PC of the ARM architecture CPU, mainly based on X86, which is the same as the traditional PC giant lenovo and asus.
Wireless and smart home product line, smart speaker is not far away!
Huawei executive branch hao consumers BG MBB and family business for consumers in China’s third big business for the sharing, this section appears to be involved in the product type many, in summary boils down to is people oriented, car, home business the whole scene.
‘MBB and smart home products are the cornerstone of huawei’s consumer business,’ he joked. ‘the first products that were first started in 2003 were in this category.’
Among them, wireless products include wireless terminals of various stages and technologies, and have sold 500 million units since 2006.
Is related to car wireless module and T – BOX, according to a gallant, huawei has been done in the field of car of 7 ~ 8 years, shipments have been more than never, and big carmakers have basic cooperation, has 15 listed brands. Family-related products include routers, OTT boxes, and smart homes.
He thinks the business direction of MBB and smart home is to make better links and links. At the same time, he repeatedly stressed that huawei’s strategy will be around the full deployment of the phone, while his department is mainly making links related products.
In addition, he said, the strategy of HiLink will gradually infiltrate the vehicle. Since it is to grasp the entrance, the link, the natural also indispensable intelligent speaker. A smart said speakers is a very good entrance product, layout in this aspect, as to when to list at home, will find a good opportunity, a dozen become critical point, should soon, but does not rule out and carriers, directly to the built-in SIM card in it.
But huawei will certainly not be making its own white and black products, and the border is clear, he said.
AI capability, core in these five application scenarios.
Zhang baofeng, head of huawei consumer BG’s intelligent engineering department, described huawei’s layout and ideas in building AI capabilities and AI platforms.
He divides the composition of the AI ecosystem into three parts, the HiAI service on the cloud, the HiAI engine on the device, and the AI chip as the basis for computing. At the same time, it emphasizes the advantages of huawei’s HiAI platform: it provides more than 3 categories and 50 apis, including CV machine vision engine, ASR engine and NLU (natural language) engine. At the same time, it will take 3 ~ 4 months to build the IDE computing model in the chip.
In addition, huawei has a built-in NPU neural network computing module in qilin 970, which is known for its three characteristics: real-time, efficient and flexible. Taking photos as an example, the camera can judge the AI computing model in 20 milliseconds, choosing from 19 categories of more than 500 scenarios. A typical example is the use of Prisma image processing software that can be 20 times more efficient than a typical flagship phone.
According to zhang, the five hottest scenarios for AI applications are: live broadcasting, social networking, e-commerce, photo-taking, and word recognition.
A key question is whether huawei’s HiAI is compatible with other chips. Zhang baofeng’s on-site solution said that the support for heterogeneous computing through the basic framework can be compatible with other chips.
Personal cloud services, which already have 340 million users.
Consumers BG terminal Cloud services, vice President of huawei Tan Donghui speak the basic situation of end users of Cloud services, the Cloud services and the aforementioned huawei Cloud BU this big business is not the same, mainly provide mobile PC terminal such as Cloud services, Cloud BU will provide support on the basis, the business will have synergy.
From tan’s introduction, the terminal cloud service has been closely related to the daily life of consumers, and even more than the phone itself can determine the experience and service experience of the smartphone.
Tan donghui said that to do the terminal cloud service, 3 Dis very important, respectively: 1, Discovery. 2. Ditribuxtion. 3. Development.
The application of terminal cloud service on the terminal side is mainly reflected in four aspects: 1. 2. Talk about the experience of mobile phone’s built-in core application. 3. Payment, etc. 4. Travel related applications and services, such as the skyline. The other side is on the partner side, which satisfies the guarantee docking of the account system.
The distribution, which includes the distribution of digital goods such as App, also includes the distribution of intelligent hardware around IoT and the distribution of intelligent services.
As of last year, huawei’s terminal cloud service had 340 million users, growing by 60 percent a year, tan said.
The four core applications of data security, application distribution, travel and entertainment are in these areas:
1. Data security: including 9 layers of security measures to ensure daily user growth of 71 million photos and other data.
2. Distribution of intelligent application: last year, huawei’s assistant function was interactive, and on the negative screen of the mobile phone, there were already 100 million users with huawei’s assistant.
3. Application market: 160 million downloads every day. Huawei, which has a regulatory approval mechanism for its applications, rejected 200,000 applications last year for 680,000 applications. This year, we will make a education App center around children.
4, the wisdom travel aspects: huawei wallet main focus is in place, the current integrated bank CARDS, transportation CARDS, pay is mainly based on NFC technology different from sweeping yards, already late last year and more than 60 bank cooperation, support more than 100 cities.
5, the sky through business: has increased by 11 times, the next will be to exit the business extension, to the car rental, hotel service coverage of life to the whole scene, the hotel can cover more than 200 countries.
6. Smart entertainment: huawei video has 66m users. Music has special high quality music zone, with 36 billion downloads per month.