On December 29, Huawei released the New Year's speech of its rotating chairman Hu Houyi on its official public number.。

In this New Year's address, Hu Houyi revealed that Huawei is expected to achieve sales revenue of more than 700 billion yuan (RMB, the same below) in 2023.。Huawei's 2022 results show that its global sales revenue was 642.3 billion yuan and net profit was 35.6 billion yuan.。In other words, Huawei's sales revenue has increased by at least 9% year-on-year this year, indicating that Huawei's recovery is accelerating。

In his New Year's address, Hu Houkun said, "After years of hard work, we have withstood the severe test and the company's operations have basically returned to normal.。This statement is similar to that of Yu Chengdong, managing director of Huawei, CEO of Terminal BG and chairman of Smart Car Solutions BU two days ago.。

On December 27, Yu Chengdong said at the press conference of the M9 and Huawei winter scenes, "More than four years ago, we encountered multiple rounds of sanctions, last year the business fell to the bottom, in this extremely difficult situation, we survived, survived the most difficult winter。"

Looking back at 2023, Hu Houxuan commented on the company's major businesses as follows: "The ICT infrastructure business remains robust, the terminal business is better than expected, the digital energy and cloud business is growing well, and the competitiveness of smart car solutions is significantly improved.。"

What impressed Huawei this year was its mobile phone business (i.e., terminal business).。In August this year, Huawei unexpectedly launched the HUAWEI Mate 60 series of smartphones, detonating the network。According to Counterpoint data, Huawei's smartphone shipments surged 83% year-on-year in October, driving China's overall smartphone market to grow 11% over the same period.。In the third quarter, Huawei's share of China's smartphone market reached 14%。Counterpoint said that assuming Huawei is able to expand production of its Kirin SoC through the partnership, the brand is expected to achieve a 37% year-over-year growth in 2024.。

Another notable business of Huawei this year is its smart car solutions business.。

After the HUAWEI Mate 60 series became popular, Huawei and Cyrus took advantage of the opportunity to announce the launch of the new M7 in September.。AITO is a brand of cooperation between Huawei and Sailis.。Ask the world's new M7 recreates the rush to buy the HUAWEI Mate 60, with over 50,000 units set for first sale。The degree of heat made Yu Chengdong sigh: "It's really not easy (to ask the world) to come back from the dead.。"

In addition, on December 26, the world also released the M9 model, which Yu Chengdong described as "the best SUV within ten million yuan."。Insiders say the industry has set a sales target for next year to sell 600,000 units of the entire series by 2024.。Next year, Q & A also plans to release and mass-produce the M8, plus the M5, M7, and M9 that are currently on the market, and there will be at least four models on sale next year.。

Looking ahead to 2024, Hu Houxuan said, "In 2024, all business units will focus on value creation and hit more food.。Among them, he mentioned: "The terminal continues to be committed to building king products and building high-end brands with temperature."。At the same time, "smart car solutions work together with partners to turn technological advantages into commercial success."。From these words, it can be predicted that next year Huawei will continue to make efforts on high-end mobile phones, while also focusing on the sales of smart cars, that is, profitability.。

In addition, in his New Year's speech, Hu Houyu said frankly: "Huawei's capabilities are limited, and we must focus on making products and services that we are good at."。"We must have the courage to gnaw hard bones, focus on the creation of ICT root technology, as well as the ability to build complex software and hardware platforms, and open these capabilities to partners in a platform-based and service-oriented manner, so as to give full play to the advantages of partners in scenario-based solutions and achieve mutual benefit and win-win results between partners and Huawei."。"

Huawei's behavior of "gnawing hard bones by itself and then opening up the ecology to attract partners" has actually started this year.。

At the Huawei Full Connectivity Conference held in September, Huawei said, "HUAWEI CLOUD has built a complete big model ecosystem.。We fully support Pangu and all kinds of open source closed source models, unite all kinds of partners and developers, and use the Pangu model as the basis for joint creation to enable AI to reshape thousands of industries.。"

In addition, in terms of smart car solutions, Huawei has taken the road of "ecological alliance"。At the end of November, Yu Chengdong announced that Huawei had issued an invitation to open its shareholding in smart car models, including Sailis, Chery, Jianghuai and BAIC, and hoped that China FAW Group would join in.。In the interview, Yu Chengdong said: "We have created a new business model on this car, which is an eco-brand made by Huawei, and we hope that this eco-brand can exist in a very small number of companies that can survive, and that our eco-brand alliance can become one of the few that can survive...... In the reshuffle of fierce competition in the market in the future, these companies will become one of the few that can survive.。"

After setting goals for the company, Hu Houxuan said that the company will continue to streamline the organization, simplify management, Xiao rules, moderate optimization.。Operational power moves down, budget management takes over。

"Each business unit should enhance its management capabilities and awareness as soon as possible and independently assume end-to-end management responsibilities.。Continuously promote the conclusion of contracts in the representative office, and realize the independent operation and decision-making of the representative office.。"

For the company's leadership team, Hu Houkun proposed that cadres should also keep pace with the times, not only dare to fight, but also good at fighting.。The company should integrate a team of cadres who can lead modern operations and lead the company to new success.。

In the end, Hu Houyu encouraged Huawei employees: "People need to precipitate and accumulate in order to become stronger."。In the past we did not give up because of great pressure, we are not because of outside praise and impetuous。"Great times are created by people, we will be hero times, will the star shine."。"

Attached is the full text of Hu Houkun's New Year's speech:

After years of hard work, we have withstood the severe test and the company's operations have basically returned to normal.。It is expected to achieve sales revenue of more than 700 billion yuan in 2023, of which the ICT infrastructure business remains robust, the terminal business is better than expected, the digital energy and cloud business is growing well, and the competitiveness of smart car solutions is significantly improved.。Here, on behalf of the company, I would like to thank our customers who have always trusted and supported us, our industry chain partners who have been in the same boat through thick and thin, and all the employees who have worked hard and unyielding and their families who have silently contributed.。Is a common belief, let us break through the blockade, side by side。

In the past year, the market and service front-line employees have worked hard to ensure the stability and security of the customer network.。In July, when the typhoon was raging, the communication infrastructure in many places in China was seriously damaged, so we, together with the operators, went deep into the front line to get through the network; the European storage team reversed the unfavorable situation of the business environment and won the "great satisfaction" of customers with excellent solutions; the local delivery team of Indonesia's Yawan high-speed railway practiced "in Indonesia, for Indonesia," and quickly completed the construction of the communication network along。R & D, supply and other systems staff work hard, in business continuity, advanced technology has made progress, intelligent terminal recovery scale supply, MetaERP completed more than 200 subsidiaries around the world to switch, computing power to achieve a scale breakthrough and commercial, Euler operating system, Gaussian database and other basic software has been applied in a number of industries, Hongmeng self-research kernel to obtain the industry's highest level of security certification。

Hard work has allowed us to survive and grow, but the challenges remain severe, with geopolitical and economic cycle uncertainties, and the continuing impact of technical sanctions and trade barriers, profoundly reshaping the global industrial chain structure and business rules.。

No matter how the external environment changes, we firmly believe that digital, intelligent, low-carbon is the most certain development trend。We should maintain strategic determination, give full play to our comprehensive advantages in industrial portfolio, technological innovation and complex software and hardware platforms, and work with ecological partners to continue to provide customers with high-quality products and services.。We need to actively embrace the window of opportunity and devote our limited resources to the most critical strategic directions.。At present, the breakthrough of large models, so that artificial intelligence from workshop-style development, scene customization to industrial development, large-scale application, large models need large computing power, we want to build the world's leading computing power base, prosperity of thousands of industries.。

In 2024, all business units will focus on value creation and hit more food.。ICT infrastructure business gives full play to its comprehensive advantages in computing, storage, networking and other fields, and fully supports the digital transformation and intelligent upgrading of various industries with system engineering capabilities to stabilize the company's ballast stone.。Operators should support customer network traffic filling, business innovation and network evolution to help operators succeed in business.。Terminal continues to be committed to building king products, building a high-end brand with temperature。Work with partners to accelerate the mobile application of Hongmeng, realize the historic leap of Hongmeng ecology, and provide consumers with the ultimate experience of the whole scene.。HUAWEI CLOUD should not only become the base and enabler of the company's digitalization, but also become a reliable digital "black land" for all walks of life.。Digital energy should continuously improve product quality and competitiveness, seize the opportunity of low-carbon certainty, contribute more profits and achieve valuable growth.。Smart car solutions work with partners to turn technological advantages into commercial success。Each business responsibility unit should not only encourage confidence, but also not blindly optimistic, to do a good job of risk identification, especially to manage inventory risk, improve operational efficiency.。

Quality is our lifeline, through end-to-end quality management, to ensure the security and stability of the network, platform。The network is becoming more and more complex, the application of digital and intelligent products is more extensive and in-depth, and quality has become a key consideration for customers to make choices.。We should take the quality as the primary competitiveness, solid products。The successful experience and capabilities accumulated in quality management over the past 30 years should be replicated and developed based on the characteristics of each industry, and extended to suppliers, channels and ecological partners to provide customers with high-quality, competitive products and solutions through end-to-end quality management systems and capabilities.。

Ecological construction is the key work for business growth such as computing, government and enterprises, consumers, Huawei cloud, etc.。Huawei's ability is limited, to focus on doing their own good products and services。The creation of a strong platform capability is inseparable from the in-depth integration of technology and scenarios, and the deep participation of partners and ecology.。We need to change our thinking, uphold the concept of open altruism, gather industrial power, and take partnership and ecological construction as a long-term strategy.。We should have the courage to gnaw hard bones, focus on the creation of ICT root technology, as well as the ability to build complex software and hardware platforms, and open these capabilities to partners in a platform-based, service-oriented way, give full play to the advantages of partners in scenario-based solutions, and achieve mutual benefit and win-win results between partners and Huawei.。

The general strategic direction has been basically determined, the company will continue to streamline the organs, simplify management, small rules and regulations, moderate optimization.。Operational power moves down, budget management takes over。Each business unit should enhance its management capabilities and awareness as soon as possible, and independently assume end-to-end management responsibilities.。Continuously promote the conclusion of contracts in the representative office, and realize the independent operation and decision-making of the representative office.。Through assessment and incentive policies, the company will draw different industries to work together and share benefits; through deployment policies, the company will encourage mature industries to actively send outstanding cadres and experts to new industries such as computing, cloud and digital energy to quickly seize opportunities and achieve efficient growth.。This not only helps to speed up the organizational construction of new industries and promote the metabolism of mature industries, but also provides new development opportunities for employees.。an organization full of vitality and hope, the combat effectiveness is enormous, and the potential is limitless。

The company is moving forward, cadres should also keep pace with the times, not only dare to fight, but also good at fighting。Cadres should have a clear strategic direction and work ideas, do a good job of combat map, as soon as possible to complete the new business, new technology knowledge upgrading and capability transformation, to take the initiative to assume greater responsibility, in the key battlefield, critical period to make contributions。The company's cadre selection policy is also being optimized, emphasizing the contribution of responsibility results, adhering to the selection system, and implementing the cadre resume system.。Generals are fought out, we need to select cadres from the battlefield, assess only those who have made contributions, and try to make more heroes who have made contributions emerge and grow up。We need to reorganize a cadre that can lead modern operations and lead the company to new successes.。

Continue to pragmatically carry out business environment, compliance and network security and privacy protection work, protect the bottom line of survival, and escort business development。We need to recognize that changes in the external business environment are not only caused by geopolitical conflicts, but also have the impact of changes in the global economic cycle, and we need to be able to view such changes maturely, understand the industrial policies and demands of different countries and regions, and actively contribute to them.。Compliance is a rigid requirement for the development of the company, the more the environment is changing and turbulent, the more we have to do a good job of compliance management and risk control.。Network security and privacy protection is the cornerstone of business development, through the construction of end-to-end governance system, continue to provide customers with safe, reliable and resilient products and services.。We always adhere to the "one country, one policy," but also to do a good job in the promotion of excellent experience replication and differentiation, the work to do a solid, pragmatic communication, to win the trust and support of customers and stakeholders。

People need precipitation and accumulation to become stronger。In the past we did not give up because of great pressure, we are not because of outside praise and impetuous。The road ahead is still difficult and history has always favored those who have faith.。We must continue to work hard, unite all forces that can be united, overcome difficulties, be down-to-earth, and move forward steadily to win greater victories.。Great times are created by people, we will be hero times, the star shine。

Happy New Year to you all!

december 29, 2003