Huawei: 12 mld dol. utraconej sprzedaży
Huawei w 2019 r. wypracował rekordowe przychody mimo sankcji USA, tym niemniej kosztowały one giganta miliardy utraconych obrotów i zysków.

W 2019 r. przychody Huawei wyniosły w przeliczeniu ok. 123 mld dol. Licząc w chińskiej walucie oznacza to wzrost o 19,1 proc. wobec 2018 r. Tym samym mimo amerykańskich sankcji, które ciążyły na Huawei od maja ub.r., koncern osiągnął obroty zbliżone do celu wyznaczonego na początku ub.r. Nie udało się jednak osiągnąć rocznego wyniku założonego w kwietniu ub.r., tuż przed amerykańskim uderzeniem (135 mld dol.).
Zatem ponad 12 mld dol. utraconego przychodu Huawei w 2019 r. to konsekwencja embarga, głównie w efekcie mniejszej sprzedaży dywizji konsumenckiej (smartfony, laptopy i inne urządzenia) – ocenia Eric Xu, prezes rotacyjny Huawei. Sankcje przełożyły się na problemy z dostawami podzespołów i oprogramowania oraz próby wypchnięcia Huawei z różnych rynków, czy też ograniczanie dostępu do nich.
Wciągnięcie Huawei na amerykańską czarną listę zmniejszyło nie tylko wzrost sprzedaży, lecz również zysku firmy. W 2019 r. wyniósł on ok. 9 mld dol., to jest o 5,65 proc. więcej niż w 2018 r. (licząc w juanach). Skutki presji są wyraźne. W 2018 r. zysk korporacji zwiększył się o 25 proc. wobec 2017 r.
Na wynik wpłynęły też duże nakłady Huawei na badania i rozwój, co m.in. ma pomóc firmie zmniejszyć uzależnienie od amerykańskich technologii. W 2019 r. koncern przeznaczył na R&D ponad 15 proc. swoich przychodów (ponad 18 mld dol.).
Produkcja ruszyła po koronawirusie
"Pomimo ogromnej presji zewnętrznej nasz biznes stale wzrasta. Biznes jest nadal silny" – deklaruje Eric Xu.
Uważa, że w przyszłości otoczenie zewnętrzne będzie jeszcze bardziej skomplikowane, dlatego Huawei według niego musi m.in. zwiększać konkurencyjność swoich produktów i usług, promować otwarte innowacje, wykorzystywać możliwości cyfrowej transformacji, aby utrzymywać silny wzrost w dłuższej perspektywie.
Eric Xu zapewnił w CNBC, że firma w pełni przywróciła produkcję w Chinach ograniczoną wcześniej epidemią. Jednak wpływ koronawirusa na biznes Huawei jest na razie trudny do oszacowania, a kolejną niewiadomą okazuje się rozwój zarazy na świecie.
Sankcje kosztowały 10 mld dol. segment konsumencki
Grupa produktów konsumenckich Huawei walnie przyczyniła się do wzrostu obrotów firmy w 2019 r. – zwiększyła sprzedaż o 34 proc., do ok. 67 mld dol., generując blisko 55 proc. przychodów koncernu. To jednak ok. 10 mld dol. mniej, niż oczekiwał producent jeszcze przed wybuchem wojny handlowej. Wskutek sankcji np. w Europie zwłaszcza w II kw. ub.r. część klientów wstrzymywała się z zakupami smartfonów chińskiej marki. W sumie koncern dostarczył w 2019 r. 240 mln smartfonów na całym świecie, jednak z tego blisko 60 proc. kupiono w Chinach – według Counterpoint Research.
Większe wpływy w biznesie enterprise
Grupa rozwiązań dla przedsiębiorstw w 2019 r. zwiększyła przychody o 8,6 proc. wobec 2018 r., do blisko 13 mld dol. Jak informuje firma, segment enterprise kontynuuje wsparcie w zakresie cyfrowej transformacji swoich klientów w różnych branżach. Na całym świecie ponad 700 miast i 228 firm z listy Fortune Global 500 wybrało Huawei jako partnera do transformacji cyfrowej – twierdzi producent.
W segmencie usług operatorskich Huawei w 2019 r. wypracował wzrost obrotów o 3,8 proc., do ok. 43 mld dol. Czyli blisko 35 proc. przychodów generuje ten biznes (w 2018 r. – większość przychodów), który z kolei musiał zmierzyć się z presją na ograniczanie współpracy różnych krajów z Huawei.
W 2019 r. wdrożono pierwszy komercyjny dostęp do sieci 5G. Firma wraz z operatorami na całym świecie ustanowiła wspólne centra innowacji 5G.
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