Huawei sporo zyskał w 2018 r.
Koncern wyraźnie poszedł w górę niemal we wszystkich biznesach. Jednak segment operatorski pokazał słabszy wynik.

Hauwei podsumował 2018 r. Bilans pokazuje wyraźną poprawę wyników. Przychody korporacji zwiększyły się o 19,5 proc. wobec 2017 r. (licząc w chińskiej walucie), co w przeliczeniu oznacza sumę ok. 106,3 mld dol. Zysk poprawił się o 25 proc. do ok. 8,7 mld dol.
Poprawa jest efektem przede wszystkim skoku sprzedaży w segmencie konsumenckim, gdzie Huawei zwiększyło obroty o 45 proc., do ok. 51 mld dol. Wzrósł przy tym udział marki w rynku wysokomarżowych urządzeń klasy high-end. To głównie smartfony premium pozwoliły producentowi przekroczyć barierę 100 mld dol. przychodów.
Grupa enterprise również znacznie zwiększyła sprzedaż – o prawie 24 proc., do ok. 10,9 mld dol. Ten biznes generuje nieco ponad 10 proc. obrotów korporacji.
Raport informuje m.in. o realizacji 160 projektów smart cities w ponad 40 krajach oraz współpracy grupy enterprise z instytucjami finansowymi. Sprzęt Huawei obsługuje już ponad 300 instytucji finansowych, w tym 20 spośród 50 największych światowych banków – twierdzi korporacja. Wymieniono także m.in. inwestycje klientów z sektora energetycznego i transportowego.
Biznes telekomunikacyjny na minusie
Nieznacznie spadły jednak obroty w dziale infrastruktury telekomunikacyjnej, który był dotychczas największym biznesem Huawei. W 2018 r. wyniosły one ok. 43,4 mld dol. (-1,3 proc. r/r). To pierwszy od 2 lat spadek w tym segmencie. Najwyraźniej wątpliwości dotyczące bezpieczeństwa rozwiązań telekomunikacyjnych chińskiego koncernu nie pozostały bez wpływu na sprzedaż.
Huawei twierdzi, że w 2018 r. podpisał jednak ponad 30 kontraktów z dostawcami na infrastrukturę 5G.
W 2018 r. większość przychodów Huawei wypracowało w Chinach (52 proc.). To nieznacznie więcej niż w poprzednim roku. W regionie EMEA osiągnęło natomiast wyższy niż średnia światowa wzrost sprzedaży (+24 proc.), do 30 mld dol. Co ciekawe, mimo ograniczeń wprowadzanych przez amerykańskie władze, także w USA chiński koncern zwiększył przychody (+21 proc., do ok. 7 mld dol.).
"Szpiegostwo byłoby samobójstwem"
Guo Ping, rotating chairman Huawei, spodziewa się, że w 2019 r. trzy główne działy firmy (konsumencki, telekomunikacyjny i rozwiązań dla przedsiębiorstw) osiągną dwucyfrowy wzrost sprzedaży. Nie podał liczb. Wcześniej firma zapowiadała, że zamierza osiągnąć 125 mld dol. przychodów w br. Ping poinformował według Reutersa, że Huawei przygotowało zapasy na wypadek "niepewności". Nie podał szczegółów.
Przedstawiciele Huawei zapewniali po raz kolejny, że zarzuty dotyczące działalności szpiegowskiej nijak mają się do prawdy. "Szpiegostwo byłoby samobójstwem" – przekonuje główny prawnik Huawei, Song Liupung. Guo Ping twierdzi, że Amerykanie chcą "ubrudzić" Huawei, ponieważ nie są w stanie konkurować z chińskim dostawcą.
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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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