美国禁令打不垮华为，因为20年前它做对了这件事

Core Insights - Huawei's success is attributed to its Integrated Product Development (IPD) system, which has evolved over 20 years, transforming the company into a model of systematic capability development in the Chinese manufacturing landscape [2][4][12] Group 1: Strategic Adaptation - In April 2025, despite facing intensified chip bans from the U.S. Department of Commerce, Huawei reported annual revenue exceeding 860 billion yuan, with R&D investment accounting for 20.8% of its revenue, showcasing its resilience and strategic focus on systematic competitiveness [4][10] - Huawei's management transformation began with a visit to major U.S. tech companies in 1997, leading to a shift from a "technology-first" approach to a "customer demand-oriented" strategy, emphasizing the importance of understanding user needs over technical specifications [6][8] Group 2: R&D and Innovation - The development of the "Super Night Mode" feature in Huawei smartphones exemplifies the company's shift towards user-centric innovation, allowing for handheld night photography and contributing to Huawei surpassing Apple in smartphone sales for the first time in 2018 [8][10] - Huawei's R&D strategy has been characterized by a focus on long-term investments, with 2024 R&D expenditures projected to reach 179.7 billion yuan, of which approximately 30% is allocated to fundamental research, establishing a technological moat in advanced fields [10][12] Group 3: Organizational Resilience - The success of Huawei's IPD transformation is attributed to strong leadership support, continuous training, and a gradual implementation approach tailored to business characteristics, highlighting the importance of change management in organizational success [10][12] - Huawei's ability to adapt and thrive amid external challenges, such as the U.S. chip supply restrictions, underscores the significance of building systematic organizational capabilities that can convert random opportunities into replicable strengths [12][13]