Huawei drastycznie tnie produkcję
Pod naporem sankcji trzeszczy biznes mobilny Huawei. Produkcja smartfonów spadnie aż o 60 proc. - wynika z nieoficjalnych informacji. Nad serwerami zawisło nowe ryzyko.

Po spadku sprzedaży smartfonów o ponad 40 proc. w IV kw. ub.r. Huawei spodziewa się, że w br. będzie jeszcze gorzej. – wynika z informacji
Huawei mocno ograniczy dostawy smartfonów w 2021 r., aż o 60 proc. – wynika z informacji przekazanej poddostawcom. Otóż według serwisu Nikkei Asia koncern powiadomił swoich kontrahentów, że w tym roku zamierza zamówić u nich komponenty do 70 – 80 mln smartfonów.
Dla porównania w 2020 r. dostawy smartfonów Huawei wyniosły 189 mln szt. – według IDC. Oznaczało to spadek o 21 proc. wobec 2019 r. (240 mln szt.). Nie podano, czy w br. jakieś konkretne linie urządzeń obejmą cięcia w br.
42 proc. spadku w IV kw. ub.r.
W IV kw. 2020 r. spadek dostaw smartfonów Huawei wyniósł 42 proc. rok do roku (wg IDC), więc wygląda na to, że w tym roku koncern przewiduje jeszcze większy zjazd. Tymczasem biznes konsumencki, którego podstawą są smartfony jeszcze w połowie ub.r. generował ponad połowę obrotów Huawei.
W styczniu br. Reuters informował, że Huawei negocjuje sprzedaż swojego biznesu smartfonów premium. Producent zaprzeczył.
W listopadzie 2020 r. Huawei sprzedał natomiast markę Honor, co było głównie skutkiem embarga i problemów z dostawami komponentów.
Zabraknie procesorów Intela?
Kolejne kłopoty mogą dopiero nadejść – po 20 marca może wejść w życie ostatnia decyzja prezydenta Donalda Trumpa, która odcina Huawei od dostaw podzespołów od tych firm, którym wolno jeszcze handlować z chińskim koncernem. Ma zostać wycofana m.in. licencja dla Intela. Byłby to mocny cios w biznes serwerowy i komputerowy Huawei. Jak na razie nowe władze w Waszyngtonie nie wycofały się z decyzji Trumpa.
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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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