Core Viewpoint - Huawei's appointment of Yu Chengdong as the head of the Investment Review Board (IRB) signals a strategic acceleration in its core businesses, particularly in AI and smart automotive sectors [1][2][3] Group 1: Appointment and Responsibilities - Yu Chengdong has been appointed as the director of Huawei's IRB, a key decision-making body responsible for critical technology R&D directions, resource allocation, and major investment reviews [1] - The IRB plays a crucial role in guiding Huawei's efforts in AI and smart automotive technologies, indicating a focused approach to enhance strategic execution in these areas [2][3] Group 2: Strategic Importance - The appointment is seen as a response to the new phase of global technological competition, with AI and smart electric vehicles being pivotal in the next industrial transformation [2] - Analysts believe that the IRB's responsibilities extend beyond investment approval to include winning critical battles in AI, which is a significant reason for Yu's new role [2] Group 3: Current Business Landscape - Yu Chengdong will continue to serve as Huawei's executive director and chairman of the terminal BG, overseeing terminal and HarmonyOS business [2] - As of August 25, over 900,000 units of HarmonyOS have been delivered, with expectations to surpass one million by October, establishing it as a key platform in Huawei's AI and smart electric vehicle ecosystem [2] Group 4: Ecosystem Development - Huawei is building a comprehensive ecosystem centered around HarmonyOS, which includes five major smart scenarios: Harmony Office, Harmony Smart Home, Harmony Smart Travel, Sports Health, and Audio-Visual Entertainment [2] - In the smart automotive sector, partnerships with various manufacturers have led to the creation of five brand matrices, enhancing the competitiveness of China's smart electric vehicle industry [2][3]
任正非签发委任令 余承东出任华为产品投资评审委员会主任
Nan Fang Du Shi Bao·2025-09-29 17:22