Tag Archive: Huawei

Three Chinese Electric Vehicle maker NIO, Li Auto, XPeng were IPO in US Market, Who will Be Tesla of China?

In China, everything is changing fast, especially in the technology. Now, AI+Big Data+Cloud is radically transforming the Chinese traditional industries.  Compared with other traditional industries, Car industry has been through a lot of change since Tesla was born.  First,Chinese car industry is already matured, and the growth is negative in recent years. The overall sales volume of car reached top in 2017 at 29M, and gradually reduced to 25M in 2019.  Second, in recent years, Chinese government is pushing the…
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Analysis of Xiaomi 2019 Annual Financial Report

Xiaomi was listed on the Main Board of the Hong Kong Stock Exchange on July 9, 2018 (1810.HK), so it’s the second year that we can see how Xiaomi developed and get the accurate financial results.  Financial Analysis Actually, I was amazed about the good financial performance in 2019. Total revenue of Xiaomi was RMB205.8 billion, an increase of 17.7% year-over-year. Adjusted net profit was RMB11.5 billion, an increase of 34.8% year-over-year. We should know that Xiaomi was only 10 years…
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Analysis of Huawei 2019 Annual Financial Report

As we all know, 2019 is the toughest year of Huawei in its history, since US government put Huawei into entity list and banned Huawei procure US product from chipset to sofware. As Huawei released 2019 annual report this week, I was curious about four parts from this report: How was Huawei 2019 financial performance? Has Huawei moat become wider or not? How Huawei responded to US sanction? Why Huawei can be success in the past, and can Huawei still be…
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Vanke, the Leading City and Town Developer and Service Provider in China

Vanke was established in shenzhen since 1984, and after 30 years of development, it has become a leading city and town developer and service provider in China. As I mentioned before, Shenzhen is an amazing city, which created great companies in its short history, for example, Tencent as the largest social and connecting platform, Ping An as the leading retail finance group in China, Huawei as the leading telecom infrastructure provider globally. The founder of Vanke is Wang Shi, like Jack Ma…
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Tencent, Fostering Connecting Ecosystem to Serve Enterprises and Consumers

Tencent was founded in Shenzhen, China, in 1998, and listed on the Main Board of the Stock Exchange of Hong Kong since June 2004. As I mentioned before, Shenzhen is an amazing city. Within 40 years history, numerous competitive companies were founded in Shenzhen, the most famous companies are Tencent, Huawei, Ping An, and China Merchants Bank Currently, Tencent and Alibaba is the Top 2 conglomerates by market capitalization. Alibaba aims to provide operating system for commerce and make business…
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Huaqiang North, the Center Hub of Electronics and a Glimpse of Shenzhen Past

Huaqiang North, is just a narrow street in Futian area of Shenzhen, however, it means a lot to the electronics industry just like the meaning as Wall street to finance. It is said, in the prime time, more than half of the foreign trade of electronics in China is from Huaqiang North. Especially, in the 2000, people are pouring into Huaqiang North, and dream to get rich by working here. Indeed, numerous of famous companies and billionaires are born here,…
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Huawei and Samsung: Who is a More Iconic Global Smart Device Brand

Every smart device vendor will take Apple as their teacher and first competitor. However, as we see Huawei has achieved great success in recent year, especially in smart devices area. If you ask me which is the first competitor of Huawei, I would say Samsung.  My opinion is based on several factors: The market share, and let’s see the latest Q3 phone market share results of 2019  from Canalys:  Market share leader Samsung shipped 11% more smartphones than it did…
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Haier Business Analysis: Leading Global Home Appliance Company from China

Haier is one of the most successful global company from China, not only because it’s one of the earliest brand go abroad, but near 50% percent of its revenue from foreign Countries. In contrast, GREE, another home appliance in China and similiar revenue size with Haier, made only less than 10% revenue from abroad.  Haier is a leading global home appliance manufacturer headquartered in Qingdao, China. Haier  designs, manufactures and sells a wide range of household appliances including refrigerators, freezers, washing…
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Huawei VS America: Why Huawei is not Defeated in Sino-US trade war

In my previous post, I have discussed my opinion about the Sino-US trade war, my conclusion is clear that China will not suffer a lot during the trade war, and in contrast, US need to stop this for its own benefit, since globalization is a big trend that not a single country can reverse.  The landmark event is Huawei Q3 financial report, that the three quaters of revenue performance of Huawei is up 24%, and the sales unit of Huawei…
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Xiaomi, Build Largest Consumer IoT Platform, Make Quality Technology for Everyone

Xiaomi was founded in April 2010 by Lei Jun and several other partners. At the beginning, Lei Jun was a fan of Steve Jobs, and aim to make Xiaomi a great global company like Apple. So when you learn Xiaomi history and products, you can see the similiarities between Xiaomi and Apple, such as the store, the products show event, ecosystem, etc. Inevitatibly, Huawei is one of the major competitors that Xiaomi faced domestically and abroad. Xiaomi grew very fast…
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