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Major changes in Huawei's cloud: Cloud & AI rises to Huawei's fourth largest BG with full fire

2020-11-08 11:18:16 Noosphere

This paper is written by Wang Gang And Zhang Shuai Cooperation completed .

1 month 14 Daily news , As report goes , Huawei has recently made a new round of adjustments to its internal organizational structure , Involving the appointment of a number of key executives . among , The biggest concern is Cloud&AI To Huawei's fourth largest BG.

According to the company documents issued by Ren Zhengfei himself , Hou Jinlong served as Cloud&AI BG President , Peng Zhongyang was appointed enterprise BG President , Original enterprise BG President Yan Lida was transferred to B President of national management department , Wu Weitao was appointed deputy director of the general cadre Department of the company , Liu Hongyun was appointed president of Southeast Asia .

Before that ,“Cloud&AI Products and services ” Inside Huawei, it belongs to BU department , But at the level of hierarchy 3 Big BG Level . After this adjustment ,Cloud&AI BG Become a successor operator BG、 Enterprises BG、 consumer BG Outside , Huawei's fourth largest BG.

It also means , Ali 、 tencent 、 Baidu 、 Huawei will cloud +AI As an integrated technology strategy , And upgrade the cloud department to a group level Department ( Or independent sub groups ).

For some time to come , The war around the cloud will be more fierce .

Hou Jinlong

according to the understanding of , Zheng Yelai completed the change of position a few months ago , You Yun BU The president becomes the president of cloud business , In the position of Hua Wei Yun BU Before the President , He is responsible for IT product line . Zheng Yilai was transferred Hua Wei Yun BU after , Hou Jinlong became the new IT Product line president , And then it became Cloud AI President of products and services .

As the business upgrades , Hou Jinlong also became a new Cloud&AI BG President .

Why there is Cloud&AI Of BG turn ?

In huawei ,BG It refers to the business group of the company , It is not a functional department of the company . Huawei has always had operators BG、 Enterprises BG、 consumer BG Three big BG, Every BG There are many more BU, namely Business Unit, It's the business unit .

Before that cloud BU Not responsible for sales , The specific sales are distributed among operators BG And businesses BG, Cloud business with operators , For example, Tianyi cloud is operated by the operator BG be responsible for , The rest of the enterprise level cloud business needs from the enterprise BG be responsible for , cloud BU And the original IT Product line positioning is similar to .

At present , Hua Wei Yun Facing a complex internal and external environment .

The internal environment is : First of all , Hua Wei Yun And businesses BG The relationship is a little more complicated ; second , Hua Wei Yun The position of the accused is not clear .

The early positioning of enterprise business is to sell hardware boxes , But the client IT It's only a small part of the total expenditure , And very price sensitive , Huawei's internal ridicule of its product strategy is “me too but cheaper”, This business model is simple 、 extensive , For a time, enterprises BG In Huawei, the wind and rain are in turmoil .

until 2014 year , Huawei enterprise BG From selling products and services , Become a focus on ICT Platform providers for infrastructure . data display ,2018 year , Huawei enterprise BG Sales revenue is close to 110 Billion dollars , The income of China is about 500 RMB 100 million . Yan Lida, President of Huawei's enterprise business, said earlier that , Huawei's business is from 2011 Since its establishment in ,8 I grew up 10 times , Average annual 40% growth .

But with operators BG Of 2940 Billion yuan and consumers BG Of 3489 RMB 100 million (2018 Annual data ) comparison , have a long way to go , Enterprises BG Huawei's next growth point has not been achieved .

Besides ,2018 end of the year , A piece of 《 Hua Wei Yun : Listen to your heart. , No ask seton hall 》 The article in Huawei Xinsheng community swipe the screen . Mentioned inside : near 4 Over the years , Hua Wei Yun Of “ life goal ” change unpredictably , All the way from “ Virtualization goes beyond VMware”, To “ Public cloud overseas saturation attack ”, To “ clear Hua Wei Yun The brand focuses on self owned public cloud ”, To “ The more complex the private cloud does not want to be outdone ”…… See too many detours ……

Later, there were a lot of posts from Huawei people , The most important thing is to get Ren Zhengfei's email forwarding . before , Ren Zhengfei has also repeatedly stressed in internal e-mails or speeches that Hua Wei Yun want “ Call for fire ”.

so , Inside Huawei , Yes Hua Wei Yun Have high expectations , It doesn't satisfy the cloud's existing industry status . according to Gartner The report , Hua Wei Yun Temporarily ranked fifth in domestic cloud market share .

Huawei gives cloud “ Step on the gas ”, Looking for the next growth point

At home , Cloud computing is already a market where technology giants are scrambling for food ; From an international perspective , Amazon's cloud computing business has become the company's fastest growing fulcrum , Dominate the world , Microsoft and Google followed , Invest in the cloud business sparingly .BAT Huawei is under a lot of pressure :

  • 1)2018 year 11 month 25 Japan , Alibaba cloud The business group has been upgraded to Alibaba cloud Intelligent business group , Later, nails were incorporated into Alibaba cloud ;
  • 2) Tencent 2018 At the end of 9·30 Structural adjustment , Set up the CSIG( Cloud and smart industry business group ), Integrate Tencent cloud 、 Internet +、 Retail wisdom 、 education 、 Medical care 、 Safety and LBS And other industry solutions , Tencent has also given a new mission ;
  • 3) Baidu in 2018 year 12 Also announced in June is the integration of Technology Architecture , Intelligent Cloud business department (ACU) Upgrade to smart cloud business group (ACG), Later on 2020 year 1 month 8 Integrating into Baidu AI system , from CTO Directly responsible .

You can see , Hua Wei Yun To be “ Five clouds in the world ”, Long journey , Upgrade change 、 Allocate more resources , It's something that has to be done .

however , Judging from Huawei's achievements in the past year , It's also commendable

IDC《 China's public cloud service market (2019 first quarter ) track 》 According to the report , Hua Wei Yun Revenue growth over 300%, Hua Wei Yun PaaS Market share growth is close to 700%, stay Top5 The growth rate of manufacturers ranks first . With IaaS+PaaS Overall market share dimension , Hua Wei Yun The market share is 5.2%, Ranked fifth ; Only with IaaS Dimension measurement , Huawei also ranked fifth .

in addition , end 2019 end of the year , Huawei is already in 20 In many industries 500 Breakthrough in multiple production system related projects , Leading the Chinese market , service 580+ Government and public utilities 、10 Big car companies 、200+ Financial customers .

Huawei BG All business groups are responsible for revenue , Before that, enterprises BG It was once thought to be the next growth point , Enterprises BG On 2011 Founded in , Xu Wenwei and Yan Lida were in charge of this , Peng Zhongyang is the third enterprise BG President , Before that, he was the head of the general cadre Department of Huawei Company , But his position closer to the business is president of Huawei China , He is also a veteran in the front line , Put Peng Zhongyang in this position , Obviously, Huawei wants enterprises to BG Revenue has increased further .

Growth is always the core goal of an enterprise , Huawei operator BG、 consumer BG、 Enterprises BG and Cloud&AI BG They are in different situations .

Huawei operator BG Growth is driven by industry cycles ,5G It's just beginning to invest heavily , And Huawei has been affected by geopolitical factors , In the short term, operators BG Even if we can reverse the decline in revenue , Growth will not be too objective , About half of Huawei's revenue comes from foreign markets , Including operators BG Big head again .

consumer BG It's Huawei's cash cow at present , Some insiders have said , If it's not Huawei consumers BG It's a success , Huawei's current revenue has actually hit the ceiling . But even so , consumer BG It may not be enough for Huawei to win in the next decade , Just the terminal , Huawei has become the first in China , There is not much room for growth , Profit margins are hard to match Apple's , Also affected by geopolitical factors , consumer BG It's not Huawei's “ The savior ”.

Enterprises BG Have been placed high hopes , As mentioned earlier , Huawei enterprise BG Growth is solid , But it doesn't stand out , And the other two BG Compared with , Only a quarter to a fifth of the scale , Enterprises BG It's slow business , Huawei hopes to open up new markets , And it turns out Hua Wei Yun The business part of the business is placed in the enterprise BG, Raising it to a higher level actually brings that part of the revenue to a new level BG.

Cloud&AI BG Take on the task of growth , Cloud computing is an emerging business , The overall market growth is considerable , AI is also on an upward curve , Huawei and BAT Wait for manufacturers to compete on the same platform , At present, it is not known that Huawei Cloud&AI BG After upgrading , Whether it will change the strategic thinking and market play , But one thing is for sure ,Cloud&AI From the back to the front , Direct to the customer .

A Huawei insider told Lei Feng that , There will be adjustments later ,BG The level change will continue for a while .

At the turning point of history , Huawei once again “ Open source ”, This time, Cloud&AI Become the next growth point . Lei Feng net

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