Huawei zwiększyło zysk o 3 proc. „Życie nie było dla nas łatwe”
Zysk Huawei w 2020 r. wzrósł o 3,2 proc. Sankcje silnie odcisnęły piętno na biznesie koncernu. Jasnym punktem okazał się dział enterprise.

Miniony rok był szczególnie trudny dla Huawei na rynku smartfonów.
Globalne przychody Huawei ze sprzedaży w 2020 r. wzrosły o 3,8 proc. wobec 2019 r., do 136,7 mld dol., a zysk netto osiągnął wartość 9,9 mld dol., a więc wzrost o 3,2 proc. w stosunku do 2019 r.
Stopniała natomiast marża operacyjna – z 9,1 proc. przed rokiem do 8,1 proc. Cash flow z działań operacyjnych zmnejszył się ponad dwukrotnie, do 5,4 mld dol. Wzrosła natomiast wartość pracującego kapitału – do 45,87 mld dol.
W Europie klientów odstraszył brak usług Google’a
W regionie EMEA Huawei wypracowało w całym 2020 r. 27,7 mld dol. przychodów (ok. jednej piątej globalnej sprzedaży), co oznacza spadek o 12,2 proc. wobec 2019 r. Spadek firma wyjaśnia głównie odciętem konsumentów od usług mobilnych Google’a wskutek amerykańskiego embarga.
„Niespotykane naciski z zewnątrz„
„Rok 2020 upłynął pod znakiem niewidzianych wcześniej nacisków z zewnątrz” – komentuje Ken Hu, rotacyjny przewodniczący Huawei, dodając skomplikowaną sytuację międzynarodową i pandemię. „Ale daliśmy radę” – twierdzi.
„W 2020 r. widzieliśmy spowolnienie wzrostu, a życie nie było dla nas łatwe” – przyznaje według Reutersa Ken Hu.
Wskazuje zwłaszcza na wpływ embarga na biznes konsumencki, głównie smartfony (nie podał skali spadku).
W minionym roku USA zaostrzyły sankcje wobec Huawei. „Przyszłość może przynieść więcej wyzwań, ale jesteśmy przekonani co do naszych długoterminowych perspektyw” – twierdzi.
Zapowiada dalsze inwestycje w badania i rozwój. Deklaruje otwartą współpracę firmy i globalne działania.
Wybrane wyniki Huawei w 2020 r. (mld dol.) i zmiana wobec 2019 r.
Przychody | 136,717 | +3,8% |
Zysk operacyjny | 11,12 | -6,9% |
Marża operacyjna | 8,1% | -1 pkt proc. |
Zysk netto | 9,916 | +3,2% |
Biznes dla przedsiębiorstw jasnym punktem
Biznes konsumencki miał 54,6 proc. udziału w sprzedaży w 2020 r. (74,07 mld dol.), rosnąc o 3,3 proc.
Segment przedsiębiorstw urósł najmocniej w 2020 r., o 23 proc., do 15,39 mld dol., co dało 11,3 proc. w udziału w obrotach koncernu.
Biznes operatorski zanotował wynik podobny jak rok wcześniej (+0,2 proc. r/r), tj. 46,26 mld dol. oraz 34 proc. udziału w przychodach.
Jak zadeklarowano, Huawei Enterprise „skupia się na opracowywaniu innowacyjnych rozwiązań opartych na analizie scenariuszy biznesowych i tworzeniu cyfrowego ekosystemu dzięki wielostronnej współpracy”.
Przykładem rozwiązań wspierających walkę z pandemią jest rozwiązanie diagnostyczne wspomagane sztuczną inteligencją oparte na Huawei Cloud.
Huawei podaje także, że współpracował z partnerami w celu uruchomienia opartych na chmurze platform edukacyjnych online dla uczniów.
5G w 20 branżach
W segmencie usług operatorskich, Huawei w 2020 r. zapewnił, jak stwierdzono, działanie ponad 1,5 tys. sieci w ponad 170 krajach podczas lockdownu, spowodowanego pandemią Covid-19.
Informowano o współpracy w celu wdrożenia ponad 3 tys. projektów 5G w ponad 20 branżach, takich jak górnictwo, produkcja stali, porty, przemysł.
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Tablety: dwie marki są najbardziej odporne na spadki
Na idącym w dół rynku (-16 proc. w III kw. br.) kluczową umiejętnością dla producentów będzie pokonanie presji inflacyjnej.
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Huawei wstrzymuje dostawy do Rosji
Nastąpi radykalny zwrot koncernu wobec Rosji - wynika z nieoficjalnych doniesień.
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