Thread by @neiltwitz

Hello e-Shenzhen!

This Huawei Analyst Summit is going to be interesting.

On one end @Huawei will be educating the world on its latest/greatest tech for 2020 and beyond and

on the other end US looks to disrupt the party and destroy the company in 2020 and beyond.

#HAS2020

@Huawei had solid 2019 for its smartphone business despite sanctions, thanks to growing domestic support and sales activity.

However, a small typo in the slide - The CBG Revenue climbed to US$467.3 Billion

//Should be CNY not US$ //

@HuaweiMobile continues their HMS and 1+8+N IoT strategy to drive connected experiences powered by a single platform.

This homogeneity is designed to offer significant scale for developers, Huawei and component suppliers.

#HAS2020

With US stranglehold, losing access to Google Mobile Services (GMS), Huawei wants to scale its services revenues outside China via HMS as foundation.

Not going to be easy unless its opened to and (coerced to) be adopted by the other three big Chinese brands.

#HAS2020

@Huawei shares some metrics on HMS:

Huawei 650M MAUs
Registered Devs : 1.4M
HMS Core Designed Apps: 60K up +67% Y/Y

Good growth but on a smaller base.

Though key metric needed is what % Devs are active, % of MAUs & % of HMS Core apps are of outside China

#HAS2020

Privacy is the hottest topic attached to Huawei and it wants to address on the privacy & security certification for HMS-centric data.

Good to address the elephant in the room.

#HAS2020

Lot of focus on #security and #privacy from app certification on the Huawei App store to component system level security

#HAS2020

More security and openness baked in HMS Core 4.0.

Interesting Dev SDK Kit library to drive deep feature integration within the apps. Security becomes even more critical now when devs have access this deep. Would love to understand how Huawei sandboxes the data.

#HAS2020

@HuaweiMobile is also adding but software, hardware and content level security and free DRM services

#HAS2020

@Huawei also pushing for cross-device distributed architecture for cross-device connectivity for seamlessly sharing, hopping and capabilities

This all need a strong cloud and AI capability to ensure seamlessness. Huawei nicely leveraging its vertical AI/Cloud infra.

#HAS2020

@Huawei claiming 1/10th latency for its cross-device casting service Cast+ vs Apple AirPlay.

Will be interesting to see the Cast+ capability adoption in multiple devices in coming years to make it successful.

#HAS2020

Analyst Q&A.

"Huawei wants to be a hardware & platform company."

The intention is to license/offer platform & different SDK Kits to other hardware partners and form a more robust ecosystem beyond first-party hardware.

#HAS2020

Talking about @Huawei_Cloud biz:

Building a broader ecosystem of partnerships across the value chain.

Huawei Cloud Marketplace is worth a look at and when you add IoT into the mix, even more mature.

#DigitalTransformation #HAS2020

@Huawei_Cloud is one of the most comprehensive Cloud Platform you can get - breadth, depth and number of services powering key telcos, millions of developers across China & beyond.

Quite vertically integrated as well - chip to cloud.

#DigitalTransformation #HAS2020

Took more than eight years for @Huawei to build the entire vertically integrated @Huawei_Cloud stack architecture, called as "QingTian".

Cases:

SHAREit app: Saw 30% reduction in costs
Changhong OEM: 35% decline in analytics processing time.

#HAS2020 #BigData #CloudComputing

In China, IoT is now called "AIoT" which is AI + IoT:

Big names and IoT benefits by adopting Huawei full-stack AIoT Cloud (Ocean Connect) from edge to cloud.

@GroupePSA : 7 Million Cars connected
DHL: 🔻40% Warehouse Efficiency / 🔻60% lower labor costs

Best use-case for Cloud+IoT+AI : "Saving Lives"

AI powered Medical Digital Twins to combat #COVID19

✔️Great efficiencies for virus genome detection from hrs to mins
✔️CT Scan digitized in secs for visual insights
✔️Drug effect simulation with AI from mnths to mins

#HAS2020

Big blow: US government extends further ban on Huawei:

❌ Banning US apps from publishing on Huawei App Gallery,
❌Any Chinese apps & hooks to Chinese Clouds (BATH) won't be allowed on any app stores
❌Refrain from using Chinese under sea cables.

state.gov/announcing-the…

5G Module prices to go down moving forward as we have seen with NB-IoT & LTE Cat-1 which will drive broader IoT applications, thanks to the Chinese vendors driving the prices down with scale supported by @Qualcomm @Huawei @MediaTek chipsets

counterpointresearch.com/quectel-widens…

#HWMBBF

Tuning into @Huawei Global Analyst Summit 2021

Huawei has listed some key overarching goals for a & challenges to be overcome for achieving those.

Key Pillars which will dictate the future of communication networks:

ℹ️ Information
🥪Matter
🌅Energy

#HAS2021

@Huawei outlined nine different challenges from Advanced Computing to
Industrial AI to
Denser Storage to
Hyper Reality to
Autonomous Networks, etc..

@Huawei strategy is to fund this growth as follows:

🎓Academic fynding
🤑VC Mindset
✌️M&A
💰CAP investments

#HAS2021

@Huawei spent $110 Billion+ spent in last 10 years & to continue to invest tons of 💲 in R&D

However, the most important question is where Huawei is going to spend in the light of the US sanctions which decimated the smartphone biz!

The strategy showcases where!

#HAS2021

Hypothesis:

✔️Huawei will look a very diff org in next five years

✔️Huawei is pivoting to be a "Software+Services" Co. + some diversified "Intelligent Hardware" to support the AI+Cloud capabilities

✔️Huawei will look more like Google+Ericsson combined

#HAS2021

Hypothesis (contd)

@Huawei will look to build a "Google" like software and services ecosystem (horizontal strategy)

💥Connected Things (1+8N+Car) = Harmony OS + HMS (Like Android)

💥Autonomous Mobility = Harmony OS + Intelligent ADAS platform (like Waymo)

#HAS2021

Hypothesis (contd)

@Huawei is pivoting to S&S strategy - key reasons being:

✔️Reduce reliance on advanced semiconductors (mostly non-China)
✔️Invest in more meaningful horizontal "high margin" experiences - AI + Cloud + XR + 5G & build IP arsenal

#HAS2021

Will be interesting to see how @Huawei can develop a cutting edge ADAS software, IP to compete with Waymo & others as they have years of experience and learning curve compared to Huawei.

Maybe M&A would be one way to get up to speed.

#HAS2021

📶 @Huawei (Hisilicon) did a great job to build and boost the NB-IoT ecosystem in China & @Qualcomm @AltairSemi driving the demand outside China.

⏺ @Quectel_IoT has been the key IoT module vendor globally.

🗼100+ NB-IoT n/ws now deployed globally.

#HAS2021

@Huawei envisioning completely end-to-end "Services" overhaul to significantly boost ARPU, reduce OPEX in the 5G Era

Services: Evolution ➡️ Agility ➡️ Prosperity

Key Drivers:

#Cloudification
#Openness
#Partnerships

#HAS2021

Asi mentioned in Hypothesis, @Huawei's software ambitions & progress from devices to networks to cloud is often overlooked.

5G & Cloudification further boosts the software & services business. Growing % of revenues coming outside China.

#HAS2021