Huawei: solidne wyniki mimo sankcji
Koncern przyciskany sankcjami przez Amerykanów znacznie zwiększył sprzedaż w III kw. br. To prawdopodobnie w dużej mierze zasługa smartfonów, jednak firma nie podała bilansu dla poszczególnych grup biznesowych.

W pierwszych trzech kwartałach 2019 r. Huawei wypracowało przychody w wysokości ok. 85,67 mld dol. Oznacza to wzrost o 24,4 proc. rok do roku (licząc w chińskiej walucie). Marża zysku netto w tym okresie wyniosła 8,7 proc., co w przeliczeniu na USD daje sumę ok. 7,45 mld dol.
Dobre wyniki mimo amerykańskiego embarga wprowadzonego w maju br. (obecnie jest częściowo złagodzone) Huawei tłumaczy poprawą efektywności swoich działań. CEO Ren Zhengfei zapowiedział w sierpniu br. "długi bolesny marsz" – restrukturyzację, która w kolejnych latach ma wzmocnić koncern. Oceniał, że embargo będzie kosztować firmę ok. 10 mld dol. utraconych przychodów.
Do dwucyfrowego wzrostu obrotów prawdopodobnie w dużej mierze przyczyniła się znacznie większa niż w ub.r. sprzedaż smartfonów – w ciągu 3 kwartałów producent dostarczył o 26 proc. więcej urządzeń niż w ub.r., 185 mln szt., mimo stagnacji na światowym rynku. To przede wszystkim efekt gwałtownego wzrostu popularności marki w Chinach po ogłoszeniu sankcji USA. W Europie sprzedaż nie szła jednak tak dobrze w br. Firma nie ujawniła wielkości sprzedaży smartfonów w III kw. br., natomiast z danych za poprzednie okresy wynika, że sięgnęła ona 67 mln szt., o 9 mln więcej niż w II kw. br.
Na bilans pozytywnie wpłynęły zapewne także kontrakty na dostawę infrastruktury telekomunikacyjnej. Huawei, jak wynika z jego informacji, zawarło kilkadziesiąt nowych umów na 5G w minionym kwartale mimo presji USA, które dążą do ograniczenia ekspansji firmy na tym rynku.
Trzy grupy w III kwartale
Huawei podsumowując III kw. br. i poprzednie w br. nie podało bilansu dla trzech największych grup biznesowych. Wymienia jedynie osiągnięcia minionych trzech miesięcy.
W biznesie infrastruktury telekomunikacyjnej – Carrier Business Group – Huawei zapewnia o przyspieszeniu komercyjnego wdrażania sieci 5G na świecie. Twierdzi, że podpisało ponad 60 umów na wdrożenie 5G, a produkcja i dostawy urządzeń w zakresie transmisji optycznej, transmisji danych i IT rosną.
W segmencie rozwiązań dla przedsiębiorstw – Enterprise Business Group – firma uruchomiła platformę Huawei Horizon, która ma dostarczać rozwiązania cyfrowej transformacji dla różnych sektorów.
W biznesie konsumenckim – Consumer Business Group – Huawei obok większej sprzedaży smartfonów niż w ub.r., odnotowuje również wzrost popytu na tablety, komputery, urządzenia noszone – wearables oraz na smart audio.
W tym tygodniu chińska firma ogłosiła, że zainwestuje 10 mln dol. w polskie firmy, by rozwijały aplikacje do ekosystemu mobilnych usług Huawei Mobile Services (HMS).
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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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