Tag Archive: Huawei

Analysis of Huawei 2020 Annual Report: Make Preparation for Mastering Own Destiny

As we know, 2020 is a very challenge year for Chinese companies, because of the COVID-19 impact. However, I believe Huawei has most tough year compared with others, since US government make strict ban of key component procurement.  Let’s see what financial data Huawei achieved in 2020. From the above graph, we can see that the revenue and net profit are still growing slightly. Considering the dual impact of COVID-19 and US procurement ban, it’s not easy for Huawei. However,…
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China Development in Nov 2020: AI industry, Electric Bicycles, Online Game, Double Eleven

AI Statistics show that, as of the middle of October, China had 1,499 smart robot companies, 2,707 drone companies, 6,722 face recognition companies, 2,855 smart voice companies, and 6,143 smart driving companies. About 783,000 industrial robots are currently in operation in Chinese factories and the outbreak of the COVID-19 pandemic sped up the development of AI in the medical field, the report said. 2. Electric Bicycle China’s output of electric bicycles reached 25.48 million during the first 10 months of…
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Huawei and Chinese Tech Companies will Become Stronger as US Curbs Tougher

There is a saying when make a comparison between Chinese tech companies and US tech companies.  Which company can compete against Cisco? The answer is Huawei.  Which company can compete against Google Android? The answer is Huawei.  Which company can compete against Intel? The answer is Huawei.  Which company can comptet against Apple? The answer is Huawei.  This awkward comparison shows that very few Chinese tech companies have the realy ability to compete against US peers, except Huawei. That’s why…
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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? What about Huawei future? I will have analysis one by one from my perspectives:…
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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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