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华为郭平:我们处在剧变的洪流中,不能靠情怀来占领市场
Guan Cha Zhe Wang· 2025-09-01 03:39
Core Viewpoint - Huawei views the development of the Harmony operating system as a necessary "war" that must be won to provide global customers with an alternative choice, emphasizing the importance of innovation and ecosystem building in a constrained environment [1][5][12]. Group 1: Strategic Direction - Huawei aims to deepen its presence in the largest single national market while also aspiring to expand globally, positioning itself as a major choice in the tech landscape [1][12]. - The company is committed to investing heavily in research and development, with R&D expenses reaching 97 billion yuan in the first half of the year, a 9.1% increase year-on-year, and accounting for 22.7% of revenue [1][6]. Group 2: Challenges and Responses - Huawei faces significant challenges due to restrictions on accessing advanced semiconductor technologies, necessitating a focus on vertical integration of software and hardware to maintain competitiveness [3][4]. - The company acknowledges the difficulty of building an ecosystem independently and aims to mobilize partners to develop applications based on Harmony, despite the inherent challenges [4][5]. Group 3: Innovation and Research - Huawei divides its research activities into two categories: research for knowledge and development for profit, with a focus on increasing investment in research as the company grows [6][10]. - The company is exploring AI applications across various sectors, aiming to leverage its strengths in data and algorithms to create competitive products and services [9][13]. Group 4: Talent and Organizational Structure - Huawei emphasizes the importance of attracting and nurturing top talent, with a focus on creating an environment that allows innovative individuals to thrive [7][10]. - The company is implementing a more collaborative organizational structure to enhance responsiveness and resource allocation across different business groups [10][11]. Group 5: Market Position and Future Outlook - Huawei recognizes its disadvantages due to external constraints but also sees its strong domestic market as a foundation for future growth [12][14]. - The company is committed to becoming a key player in AI and smart terminal markets, with plans to enhance its product offerings and operational efficiency through AI integration [13][14].