Huawei rusza w „bolesny długi marsz”
Koncern planuje restrukturyzację. Potrwa 3-5 lat.

Huawei czeka "bolesny długi marsz" – oznajmił CEO Ren Zhengfei. Zapowiedział przebudowę koncernu, która potrwa 3-5 lat. Celem jest stworzenie "żelaznej armii", jak to określił najwyraźniej lubujący się w metaforach lider, która "pomoże osiągnąć zwycięstwo". Wynika z tego, że "armia" oznacza wdrożenie działań, które uodpornią giganta na amerykańskie sankcje i inne ataki wymierzone przeciwko firmie. Restrukturyzacja ma zapewnić ponadto utrzymanie Huawei przewagi technologicznej w biznesie 5G – wskazuje oświadczenie, które według Bloomberga rozesłano do pracowników korporacji.
Według CEO Huawei wprowadzi "ważne strukturalne zmiany". Nie podaje jednak szczegółów. Wskazuje natomiast, że amerykańskie sankcje zagrażają egzystencji biznesu smartfonowego.
"Dwie kule, które wystrzelono przeciwko naszej grupie konsumenckiej, trafiły w tankowce" – kontynuuje Ren Zhengfei. Prawdopodobnie chodzi o wprowadzone w maju br. embargo (zostało w dużej części zniesione), które blokowało dostawy amerykańskich komponentów sprzętowych i oprogramowania, w tym systemów operacyjnych, dla produktów Huawei. USA przekonują, że rozwiązania Huawei zagrażają bezpieczeństwu, sugerują współpracę firmy z wywiadem.
W ramach restrukturyzacji koncern będzie zapewne dążył do uniezależnienia się od amerykańskiej technologii, przebudowując łańcuch dostaw i/lub stawiając w większym stopniu na własne produkty. Opracował już własny mobilny system operacyjny – HarmonyOS, który ma pojawić się w smartfonach.
W I poł. 2019 r. Huawei mimo wprowadzenia amerykańskiego embarga osiągnęło niespodziewanie duży wzrost sprzedaży – o 23 proc., głównie dzięki wyraźnie większemu popytowi na smartfony w Chinach oraz kontraktom związanym z budową infrastruktury 5G. Jednak, jak przyznał prezes firmy, problemy nie pozostaną bez wpływu na biznes, możliwy jest spadek tempa wzrostu.
Ostatnio Amerykanie po chwili odwilży, gdy prezydent USA zapowiedział, że firmy z tego kraju będą mogły jednak handlować z Huawei, przykręcili śrubę koncernowi na "domowym froncie". Zakaz korzystania z rozwiązań Huawei (i 4 innych chińskich dostawców) objął administrację. Zapowiedziano, że za rok zostanie rozszerzony na przedsiębiorstwa starające się o zamówienia publiczne.
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Tablety: dwie marki są najbardziej odporne na spadki
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Huawei wstrzymuje dostawy do Rosji
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