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不惑中兴,而今迈步从头越
财富FORTUNE· 2025-06-23 12:51
Core Viewpoint - The article highlights the evolution of ZTE Corporation from its inception to becoming a major player in the telecommunications industry, emphasizing its commitment to independent research and development, and its strategic pivot towards AI technology as a core component of its future growth [1][2][46]. Group 1: Historical Development - In 1985, ZTE was established as a joint venture in Shenzhen, initially struggling with low-profit assembly orders, leading to a shift towards independent R&D [1]. - By 1989, ZTE developed its first digital switching system with independent intellectual property rights, marking a significant technological milestone [1]. - Over the past 40 years, ZTE has transformed from a small assembly workshop into the second-largest telecommunications equipment manufacturer in China, achieving revenues exceeding 121.3 billion yuan in 2024 [1][2]. Group 2: AI Strategy - ZTE has identified "full-domain AI" as a crucial part of its development strategy, integrating AI technology with ICT infrastructure to enhance operational efficiency and drive growth [11][14]. - The company has committed significant resources to AI, with a focus on developing comprehensive AI solutions that encompass cloud, network, edge, and terminal technologies [14][16]. - ZTE's investment in R&D reached 24.03 billion yuan in 2024, accounting for approximately 20% of its revenue, with a total R&D expenditure of 117.07 billion yuan over six years [20][22]. Group 3: Manufacturing and Innovation - ZTE operates its own manufacturing facilities, such as the Nanjing smart factory, which has achieved a 41% increase in total output value and a 29% reduction in carbon emissions through smart manufacturing practices [39][40]. - The Nanjing factory is recognized as China's first five-star 5G factory, showcasing the integration of 5G technology in manufacturing processes [35][36]. - ZTE's manufacturing strategy emphasizes automation and smart technology, aiming for a significant portion of its production to operate in "dark factory" mode, where minimal human intervention is required [40][42]. Group 4: Future Outlook - ZTE aims to leverage AI to redefine user experiences in mobile technology, with a focus on creating AI-enabled smartphones that enhance user interaction and functionality [24][27]. - The company is positioned to capitalize on the growing demand for AI applications across various industries, aligning with national initiatives to promote technological innovation [13][46]. - ZTE's long-term vision includes a commitment to sustainable growth through continuous investment in technology and innovation, contributing to the broader goal of national technological advancement [46].