孟晚舟退出，余承东上位：华为权力大地震

Core Viewpoint - Huawei has undergone a significant leadership change, with Yu Chengdong replacing Guo Ping as the new chairman of Huawei Terminal Co., marking a consolidation of power within the company [1][2][7]. Group 1: Leadership Changes - Meng Wanzhou's exit from the terminal company board is not merely a routine operation but signifies a strategic shift towards a more collective leadership model, emphasizing the principle of letting professionals handle their respective areas [2][4]. - Meng Wanzhou's new role focuses on global strategic planning and risk management, moving away from direct operational responsibilities in terminal business [4][6]. - Yu Chengdong's accumulation of roles as chairman of the terminal BG, chairman of the terminal company, and head of the product investment review committee is unprecedented in Huawei's history, indicating a heightened focus on terminal business [7][9]. Group 2: Strategic Implications - The restructuring reflects Huawei's strategic transformation in its terminal business, transitioning from survival post-U.S. sanctions to a phase of recovery and strategic counterattack [12]. - Huawei's terminal market share reached 27.81% in China, surpassing Apple, and the Harmony ecosystem has over 1 billion devices, showcasing the company's successful navigation through challenges [14][15]. - Yu Chengdong aims for the Harmony ecosystem to capture one-third of the market and plans to launch at least 11 new car models by 2026, indicating a shift from survival to leadership in the market [15]. Group 3: Organizational Dynamics - The power concentration under Yu Chengdong is seen as a response to the fast-paced tech competition, allowing for quicker decision-making and resource allocation [10][11]. - The dual roles of Meng Wanzhou and Yu Chengdong create a complementary relationship, balancing strategic foresight with operational efficiency, which is a sign of Huawei's mature organizational capability [16]. - Huawei's organizational changes are aimed at fostering innovation and establishing a technological ecosystem, positioning the company as a leader in AI and smart automotive sectors [16].