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1. Qualcomm announced 5G patent license fee;
Set micro-grid news, Qualcomm recently released the relevant patents 5G license framework.
Under the Qualcomm Cell Phones 5G Basic Patent Licensing Program, the following royalty terms apply worldwide to licenses of Original Equipment Manufacturer (OEM) branded mobile phones:
• Single-mode 5G mobile phone's patent fee is 2.275%; multi-mode (3G / 4G / 5G) mobile phone patent usage rate 3.25%
The above terms are in line with the over 150 license agreements for 3G / 4G branded handsets Qualcomm has signed since 2015. However, Qualcomm will provide a follow-on version of 4G and the first 5G release in future negotiations, not to be added here The applicable royalties under the class agreement.
Qualcomm has more than 130,000 patents and pending patent applications worldwide, and Qualcomm expects the first 5G handsets to be commercially available in 2019.
In contrast to Qualcomm's 5G patent licensing model, in March 2017, Gustavo, the Swedish telecommunications giant Ericsson Chief Intellectual Property Officer (CIPO), told Bloomberg News that at the 5G patent license fee, Ericsson will charge for high-end handheld devices Set a maximum of $ 5 per unit and up to $ 2.5 per unit for low-end handhelds.
Ericsson's license fee covers only the standard essential patents covering 5G technology, excluding application patents.
2.Google admitted to collect Android device user location data, turn off GPS is useless;
Set micro-grid news, Quartz reported that Google since the beginning of this year to collect Android mobile phone users location data, even if the closure of the GPS, unplug the SIM card can not hide. And Google has also confirmed the matter.
According to the report, the software in Android phones and tablets collects information called the Cell ID, a set of globally-applicable 16-yard values that include the country in which the base station is located, the mobile network, the geographic area, and the base The station's identification number is unique to each station, and since the beginning of this year, this information has been sent to Google, even if the phone turns off GPS positioning or unplugs the SIM card.
Cell ID and Google Map can find the location of the base station.Although a single Cell ID can not locate a specific device location, the Cell ID of multiple base stations can be used to find out the location of the base station by using the triangulation method.
Google admits that it is collecting Cell ID numbers as ancillary information to help improve the speed and performance of message delivery The Verge quoted sources pointed out that the Cell ID code to improve is the service called Firebase Cloud Messaging Android phone or tablet Periodically called Google servers to receive messages in real time, but the company emphasized that it never stored the Cell ID in the company's network synchronization system, so the information was immediately removed and the plan was not resumed.
Google said it will release an Android update that removes the Cell ID feature later this month.
This is not the first time technology companies have been found to track user addresses. Last year, Uber broke the iOS app to collect information about passengers in the context of the implementation of the set time from the time the user called the car until the passengers get off five minutes .Because the controversy is too large, Uber terminated this feature in August of this year.
3. Millet to set up new smart phone and charging factory in India;
According to the Business Banner in India, 22, Chinese innovative technology company Xiaomi decided to set up a third smart phone factory in India and will work with a Indian company to set up the first charging factory in Noida, Uttar Pradesh.
Citing the words of Manu Jainin, vice president and general manager of Xiaomi India, the report said Xiaomi has achieved a geometric growth in India and is leading the smartphone market. The millet will set up a local chemical plant to bring the world's most Good charging treasure ecosystem brought to India.
The newly established Charging Po factory will produce 10,000 mAh and 20,000 mAh of mobile power. The Indian market sells for Rs 799 (US $ 1 = 65) and Rs 1,499 (Rs.
Xiaomi entered the Indian market in 2014 and currently has two smart phone factories in Andhra Pradesh, where 95% of the millet handsets sold in India are assembled locally.
According to the latest figures from International Data Corporation, millet shipments in India reached 9.2 million handsets in the third quarter of this year, accounting for 23.5% of the market, making it the largest mobile phone brand in the Indian market.
First Financial Daily
4. Zhang Zhiwei succeed Liang Jun Ren TCL multimedia non-executive director of the latter fade music as;
TCL Multimedia (01070.HK) announced on the evening of the 21st that Liang Jun has resigned as a non-executive director of the Company due to other personal matters requiring more energy and time and Zhang Zhiwei has been appointed as non-executive director.
In the meantime, Liu Shaoji has been appointed as a member of the remuneration committee and nomination committee with effect from 21 November 2017.
According to publicly available information, in December 2015, LeTV invested a total of Rmb1.871 billion in a wholly owned subsidiary established by LeTV in Hong Kong and subscribed for 349 million new shares of TCL at a price of HK $ 6.5 / share. After the transaction, LeTV Will become the second largest shareholder of TCL Multimedia with a 20% stake and will have two directorships in the Hong Kong board of directors.
As a veteran of LeTV, Zhang Zhiwei served in Midea Group and Jingdong Group. In March 2013, he joined LeTV Group, a subsidiary of LeTV, as Vice President of Sales and is responsible for the sales of LeTV TV Super TV and Internet STB. In 2006, Zhang Zhiwei became the head of LeTV O2O and LePar (China), and after the exposure of LeTV funds at the end of 2016, Zhang Zhiwei took over the hardware sales and service of LeTV system.
In May 2017, when LeTV, the new president of LeTV, announced that the sales function of Super TV in omnichannel returned to music, and at the same time, Liang Jun replaced Joyce Jia as General Manager of LeTV and directly supermarketing sales. According to the news, Zhang Zhiwei left the music system
5.Face ID has been cracked, but do not let technology as a sense of security pan;
The iPhone X is on the list of the 25 best-of-the-best inventions in 2017 published by Time Magazine, adding the next generation biometric authentication technology, Face ID, is undoubtedly the most revolutionary design since the iPhone was first released in 2007 one.
In fact, since the launch of Face ID, voices of doubt have not stopped.Recently two consecutive cracked Face ID events, namely, the Vietnamese 3D mask to unlock Face ID and a child unlock Mother's phone Face ID, but also provoked a variety of questions , The technical insecurity is constantly being rendered.
How familiar is this scene: Touch ID fingerprinting in 2013 When the iPhone 5s was introduced, the experience of using the fingerprint scanner in the industry was not perfect, and the so-called successful unlocking of mobile phones with the fake fingerprint model was frequent.
Cracking and questioning do not start with Touch ID, nor stop with Face ID, it seems that they are being constantly cracked and then gradually revised. These emerging biometric technologies, especially the ultimate fate of automatic identification technology that is related to privacy and security .
And this one is even more special this time, Face ID exposes a problem: the potential security threat to your phone has even come from your children, parents, siblings and 'some' who get both your phone and your exact face Information of the people, that is, you are the closest person.
For this cracked event just burst, the child cracked his mother's cell phone, understandable, Apple CEO Cook announced at the time of the release of iPhone X, although the possibility of Face ID unlocked one millionth (Touch ID, the probability is one in 50,000), but may be invalid in people with similar appearances, especially twins, and the probability of mistakes will increase a lot.
For Vietnam's security research team, time and cost considerations, their way of cracking too cumbersome.There is a need to obtain mobile phones, but also need to get accurate facial information of mobile phone users, not to mention in the production of specialized masks But also use 3D printing technology, although the cost is not too high, but for an ordinary user is not realistic, because the cost and cumbersome process can not be equal to the benefits obtained, but rather those who have a lot of public face information Well-known politicians, celebrities, billionaires and other targeted users are more likely to be potential targets, but at the same time how likely are they to get their phones?
This at least shows that in the field of biometrics, face recognition, its security is conditional; but on the other hand, the more to crack, the more stringent the condition determines your Face ID The probability of being cracked is really low.
Mobile security settings still can not be guaranteed foolproof, even impossible to crack, but as technology advances, the cost of cracking higher than the possible benefits, the probability of being cracked and therefore be reduced as much as possible. If you really want to spend a huge price to crack a person's cell phone, it is estimated that no safety equipment can withstand.
Professor Calestous Juma at the Bellver Institute for Science and International Affairs at Harvard's Kennedy School mentions in the book Innovation and its Enemy: Why People Resist New Technologies, the driving force behind the boycott of new technologies Power is a sense of loss, and people do not fight because they just do not oppose these technologies simply because they are new or they know nothing about it. The key point here is the resistance to new technologies Often driven by perception, not based on objective facts.
In other words, our sense of insecurity is not entirely a technical issue.
Earlier multi-party news confirmed that Apple made the decision to cancel the Touch ID before the official production of the iPhone X. In order to achieve a full screen, in the known Apple preparatory program, including the back of the fingerprint identification program, the screen fingerprint identification program and Face recognition program. Face recognition is obviously one of the largest jump in a security setting, screen fingerprinting technology is not yet mature, Apple canceled this mass-produced in the most popular program and select Face ID, Face ID will inevitably leave An impression: This is an opt-out option, and with Face ID going wrong for the first time at a press conference, it can be argued that it has been detrimental.
However, in fact, apart from the subjective impression left by the premature technology, the many questions raised by Face ID in the latter part come from our lack of understanding of some of its technical principles.
Face ID is based on 3D facial recognition, the use of infrared cameras and high-precision distance sensing work together to face the three-dimensional sampling. So in simple terms, often referred to as a simple transform for modeling, screen remake 2D facial images, human skin masks, even cosmetic faces that are hard to discern with the human eye, etc. These common concerns are something that can be predicted and corrected by professional designers in their internal tests.
The cracked is also not involved in any of the above circumstances, in addition to sigh genetically powerful, there is from the 3D fake black technology "mysterious" power.
As a relatively mature and reliable biometrics technology, face recognition technology is no longer a new topic. It has been widely used in fields such as stand-alone face verification, human-computer interaction, public area monitoring, security and anti-terrorism, and of course There are still more applications to be extended.Also, although 3D structured light technology is now more common, but this is the first time being applied to mobile phones such a portable terminal, so our understanding of this technology, but also Need to go slowly with the expansion of the application scenario, and the technology itself is not perfect, everything still needs time to verify.
Fingerprint unlocking has been proven and widely used to be more reliable than the Face ID that has just been applied to cell phones.It is unique that everybody is unique and does not change with the fingerprint of the years, similar between family or twins As well as concerns about misidentification as the appearance changes.There are not only the characteristics and differences of different biometrics technologies, but also the escalation of the unsafe feeling that future human-computer interaction can get rid of after the interface interaction.
Although Touch ID is less convenient than Face ID in terms of operational convenience, the drawback of face recognition is that it may be exploited without your knowledge. In this field where security and privacy are the most important, Touch ID, Machine interface to interact with the operation, to a certain extent, increase the human self-control, may also increase the sense of security.
In fact, both the traditional digital password, password, or fingerprint recognition and face recognition, they are all human-computer interaction.But just like when we have adapted the fingerprint to unlock, even if the news of fingerprint crack is not new , We can not completely return to the use of traditional passwords, undeniably, face recognition out of the limitations of the interface interaction is more biometric authentication than fingerprinting more in line with the trend of human-computer interaction in the future, a variety of specific modes of operation Interaction, making people and the boundaries of the computer becomes more and more blurred.
It is not fair for the new technology to over-render the insecurity of technology by hijacking each and every one of the technical hacks with the "fear" and "worry." The changes that new technologies bring to people require a process in which the old The habit of using new technologies has been developed, and the solutions given by the new technologies are still not perfect and not universal enough. However, this should not be the reason for rejecting and rejecting new technologies.
Kotler said in his book Principles of Marketing that "One of the most dramatic forces that change the fate of mankind is technology, each of which is a 'creative destruction' force, a transistor that keeps the vacuum industry down, copiers New technologies have created new markets and opportunities, and new technologies will eventually replace old technologies, which themselves will decline if the old industries neglect or even resist new technologies.
Whether it is cognitively subjective assumptions, or just stick to the traditional and can not have enough trust in new technologies, you yourself are deepening their sense of insecurity, the real sense of technological security should be based on in-depth technical knowledge and technology itself Security upgrade to gradually develop.
In other words, do not think too much, except to manage your children, no one wants to crack your phone.
6. Huawei's fourth major event: the layout of seven years invisible three years, the success or failure of geometry
Caijing reporter was informed that Huawei will merge and reorganize a number of departments in the near future. Some of the cloud-related business lines will be merged into the cloud business unit (Cloud BU), focusing on the public cloud market.
In August of this year, Huawei announced that Cloud BU has been upgraded to a tier-one division, in line with BG's BG, consumer BG and enterprise BG, Huawei's original three major business groups (BGs).
In September, Huawei's rotating CEO Guo Ping announced the goal of Huawei's public cloud business - eventually leaving only five clouds in the world and Huawei being one of them. Huawei also put forward the phased goal - to rank among the next three years China's first three public cloud market.
However, Huawei entered the public cloud market is not a temporary rise, "Caijing" reporter was informed that Huawei as early as 2011 quietly public cloud, only under the constraints of existing business, Huawei's decision-making on whether the public cloud, how much public cloud Indecisive.
'Cloud management' is Ren Zhengfei repeatedly reiterated the strategy, the phone is 'end', telecommunications equipment is 'pipe', 'cloud' is half-vacant status.
In recent years, Huawei has become the world's largest telecom equipment business. The world's top 3 smartphones and the relatively weak one are the corporate businesses. The BG, which aims to provide IT solutions to corporate customers, has yet to be punched To the number one camp in the world. In 2016, Huawei's revenue composition was 55.7% for carrier business, 34.5% for consumer business and only 7.8% for corporate business.
Huawei's Enterprise BG has its own private cloud business and has developed well, but the industry trend is clear. Public cloud is the future of the cloud relative to the private cloud where the market is fragmented and the overall demand is not rising enough. Currently, the 'end' and 'pipe' Of the market has reached the ceiling, only made public clouds, Huawei's 'cloud management' strategy to form a closed loop, the formation of a new growth pole, on the contrary, Huawei's growth will be stalled.
Huawei has entered each area have giant control, public cloud is no exception.Market consulting firm IDC data show that as of the first half of 2017, the world's top five public cloud vendors are Amazon AWS, Microsoft Azure, Ali cloud , Google and IBM, of which AWS accounted for 45.4%, Ali cloud share of 4.5%.
Invisible for three years
Huawei's actual public cloud business layout began in 2011, but Huawei did not mention this business.
In 2011, Huawei, a company that intends to cut into the public cloud, picked up a 'Great Deal': dug up nearly 40 cloud computing experts from Yun Express Technology Company, including CEO and CIO Jiang Jianping. These experts are domestic public cloud Field of seed experts.
Cloud Express is the second company in China to provide public cloud IaaS (Infrastructure as a Service), a subsidiary of Beijing Century Internet Broadband Data Center Co., Ltd. (NASDAQ: VENT) Spread this business before the listing in the United States, both as a brother company. Century Internet should not be on the Yun expressway capital "blood transfusion", coupled with the distribution of management interests there are some contradictions, Yun Express business stalled.
Cloud Express two former core staff told the "Financial" reporter, Huawei initially intends to acquire the overall cloud express line, but did not talk with the Century Internet, and finally actually because of the internal interconnection between the Internet and the cloud express the line between the cloud Almost all of the core staff of the Express Line do it with minimal costs.
However, Huawei did not immediately set up a public cloud department. Instead, Huawei placed it under the "Internet" section of Huawei's other BG at the time.
In the Huawei organizational structure in 2011, there was a business group called 'Other BG', and Huawei placed some emerging businesses under this BG. From 2009 to 2011, Huawei intends to enter the Internet market, thus recruiting and establishing the 'Internet Department.
The Internet division was later split into two. The business of 2C was allocated to the Huawei terminal department. The cloud express team and 2B business remained. The department name was changed to Huawei Enterprise Cloud. At the same time, the number of employees increased to more than 200 and remained at This size.
A few months after the formation of Huawei's public cloud team, the core R & D of the public cloud platform was completed, a core employee involved in R & D told Caijing that the R & D speed was so fast, mainly because Huawei started server virtualization in 2007 Technology research and development, there are more mature virtualization solutions (virtualization technology is one of the core technologies of the cloud platform), coupled with the dial from the cloud express experts have rich public cloud research and development technology and experience.
Public cloud platform to do it, but after all, do not do public cloud business? This need to review the strategic development committee of Huawei.
A core employee of Huawei's public cloud team told Caijing that at that time, Huawei disagreed with the public cloud. In the end, the negative opinions prevailed. Only Xu Zhijun, one of Huawei's three rotating CEOs, insisted on doing public cloud.
There are three rotating CEOs in Huawei, namely Xu Zhijun, Guo Ping and Hu Houkun, of which Xu Zhijun's management affairs (ie business), Guo Pingguan's management 'wealth' and Hu Houkun's management of 'people' are equivalent to the separation of the three powers.
The core objection is that the public cloud is a private-owned land for carriers. Operators are the largest source of revenue for Huawei and Huawei can not have business collisions with operators.
Since 2010, the three major domestic carriers have successively deployed public cloud. China Unicom has also set up a special cloud computing subsidiary. Huawei, as a provider of communications equipment, sticks to the principle of not participating in 'operations' and not touching on data. In particular, it does not Touch communication data.
More crucially, the three major domestic carriers contribute tens of billions of yuan of revenue to Huawei every year. The total revenue of the Chinese public cloud market until 2016 is only 10 billion yuan.
Another reason to be rejected is that the public cloud was viewed as facing the mass market of small and medium-sized users at the time. Each single business may be as low as one thousand dollars and is a business that sweeps the street. Huawei is good at 'big business' , Each of the single largest business billions of millions or even hundreds of millions of dollars level.At that time Huawei's entire organizational processes, business models, skills reserves, staff mentality and public cloud market features are clouds of mud.
Measured by financial indicators, this is not a good business.Public cloud investment is a 'swallow the gold beast', to scale to win, Huawei as a device manufacturer and developer, still belongs to light asset operation, investment in heavy assets Business has always been cautious.
In spite of this, Huawei's cloud-based public cloud business barely retained the fact that the cloud as an emerging IT trend made it difficult for the opponents to cut off this business.
This creates a peculiar situation - there is no public cloud department in Huawei's organizational structure, but in fact, more than 200 people have been doing public cloud business and have become an invisible organization within Huawei.
Around June 2012, Huawei's first-generation public cloud platform was launched on a silent basis, mainly providing computing and storage cloud services, just as Amazon AWS and Aliyun are truly public clouds. This platform has never been advertised to the public and its main service Huawei's own business unit, but also slowly accumulated some external users.
In the first three years of low-key operation, the largest contribution made by public cloud services to Huawei is not revenue or how many users have accumulated, but rather to help Huawei build a business process that serves public cloud users. Before Huawei did not serve SMEs The user experience, awareness and processes, the public cloud took the first step.
'Cloud customers pay attention to experience, you are not satisfied with the money back, Huawei is incredible this refund of money; cloud business is small, a single one thousand dollars, the financial sector know what to do, took a long time before These processes have been established. "An original Huawei employee told the" Caijing "reporter.
Huawei's invisible state of cloud business ended only in 2015. In July that year, Huawei released a public cloud platform called Huawei Enterprise Cloud for the Chinese market.
The new public cloud platform is the second-generation public cloud platform developed by Huawei. Based on the open source cloud computing framework OpenStack, Huawei is a platinum member of OpenStack, a well-known open source organization.
At that time, an informed source told Caijing that in order to circumvent the conflict with operators, Huawei told the operators that the platform could provide public cloud solutions for operators better.
L as a core business
In 2016, Huawei further upgraded its cloud strategy and proposed that Huawei's enterprise cloud reach the scale of 10 billion U.S. dollars in 2020.
However, at that time, Huawei's concept of enterprise cloud was generalized, not referring to public cloud, and also included a cloud for joint venture operators and a hybrid cloud for enterprise construction, etc. At this moment, Huawei still avoided using the term 'public cloud'.
Until March 2017, Xu Zhijun announced at a partner conference that he would "invest heavily in building an open public cloud platform," adding 2,000 to the business in the coming year.
This is the first time that Huawei has publicly stated that it wants to make a "public cloud."
Public cloud as the main form of next-generation IT has become an indisputable fact that, including IBM, Microsoft, Oracle, including the traditional IT giant has long started the transition, the process is difficult, but firm attitude.
HUAWEI Enterprise BG Traditionally IT business, the direction of the outside world is huge pressure on Huawei, Aliyun has defeated Google at the end of 2016, second only to Amazon AWS and Microsoft Azure, the growth rate of other public cloud players both praise and anxiety .
At the same time, AI quickly became the outlet in these two years.Public cloud can provide massive amounts of data and powerful computing power to AIs, and seizing the public cloud has the hope of seizing the upstream position of the industrial chain in the AI era.
A number of industry experts told Caijing reporter that in China, for the start-up companies, the public cloud's time window has been closed; for the giant players, there are 3 to 5 years.
In other words, if Huawei seizes public cloud again, it will completely miss the opportunity for admission.
On August 28 this year, Huawei issued a document restructuring within the heavyweight organization, Cloud BU promoted to a department responsible for the operation of public cloud.After the adjustment of the Cloud BU and Huawei operator BG, enterprise BG and consumer BG level .
Cloud BU, which becomes a tier-one department, will have its own HR department, CTO office, Strategy and Business Development Department and financial management department. From this year, Cloud BU's revenue will also appear in Huawei's annual report. In September, Huawei announced The goal - the world eventually only five clouds, Huawei to be one of them.
At this point, the public cloud in the Huawei from a formal celebrity can not get stealth business as the company's core business.
A middle-level executive who has worked for Huawei for more than 10 years told Caijing that although Huawei is not a listed company, it needs high-growth businesses to maintain the stable operation of its internal shareholding system. In the next phase of the current three major businesses or facing insufficient growth momentum , Or touch the top of the industry has quickly touched the urgent need to find the next high-growth business.
Huawei started publishing annual revenue data since 2006. The annual report shows that Huawei's revenue increased from RMB39.7 billion in 2005 to RMB5216 billion in 2016, with growth below 10% in 2012 and 2013 alone. , Increase revenue does not increase profits in 2016. Many industry experts predict that the next three years, Huawei will continue to increase revenue without increasing the trend.
Huawei involved in three major markets: the carrier market, enterprise IT market and consumer-oriented personal terminal market.
Among them, Huawei's carrier business has already made its head position. In 2016, its revenue reached 290.6 billion yuan (about 43.7 billion U.S. dollars), far exceeding that of its major rival, Ericsson (2016 revenues of 26 billion U.S. dollars) 2020 or so may come, is currently in the 4G to 5G transition period.
Although the sales volume of Huawei's smartphones has squeezed into the top three in the world, its profit is very low. More than 80% of the global smartphone market is grabbed by Apple. Huawei has now adjusted its strategy to focus on profits.
In the enterprise IT market, Huawei's BG revenue in 2016 was 40.7 billion yuan. Its business scale and brand influence have surpassed that of other domestic IT vendors. However, compared with other established overseas technology companies such as IBM, Hewlett-Packard, Dell, and Cisco, The public cloud has been eroding the traditional IT market.Gartner data show that in 2016 the global public cloud spending already accounted for 6% of the overall IT spending.
Left and right hand each stroke
Huawei has always kept a tight confrontation with the interests of telecom operators and has made new changes in these years.
The biggest change is that the carrier's public cloud strategy has basically failed globally. The US public cloud market is the most mature, but US carriers Verizon, AT & T and CenturyLink have shut down their public cloud businesses one after another, with some even cloud-based The data center is also sold.
China's public cloud market, according to IDC data, is currently only the best development of China Telecom Tianyi cloud, ranked fourth in market share, China Unicom's public clouds have been out of cloud top five, China Mobile's public cloud is responsible for the provincial companies , This mechanism determines the public cloud of China Mobile is difficult to grow.
Moreover, operators actually play a leading role in the public cloud market and are not good at platform operations and services, and operators can hardly compete with cloud service platforms such as Aliyun and Tencent Cloud based on their own efforts. , Many operators told Caijing reporters that they are not optimistic about the long-term development of the public cloud business of Chinese operators.
'Since I knew it, but Aliyun, Huawei wants to let it do it.' A China Telecom cloud computing experts told the "Financial" reporter.
The aforementioned Huawei public cloud team experts told the "Caijing" reporter that over the years, different operators have different attitudes toward Huawei's public cloud at different time periods. "China Unicom's opposition is fierce because of its own cloud company , Telecom mobile attitude is relatively calm, and the more you can accept the more behind the matter, 'he said.
Another important reason is that when Huawei opened up the public cloud market, Huawei did not bypass the telecom operators and instead bundled deeply, and the two sides reached a tacit agreement.
In cooperation between the two companies, Huawei provides cloud computing technology and customer service capabilities, operators have rich customer resources and communication resources, which are complementary to each other. In the face of customers, Huawei and operator teams often appear together and jointly fight.
Zheng Yelai, president of Huawei Cloud BU, said publicly recently that the Huawei Cloud BU business includes Huawei's own public cloud and China Telecom Tianyi Cloud, as well as the cloud co-operated with the three major foreign carriers.
However, a veteran operator told the "Financial" reporter, Huawei large-scale public cloud layout, the relationship with carriers has become more complex and subtle.
In the past, operators and Huawei were pure B and B. However, Huawei has now become Party A of the operator on some occasions. Embarrassingly, Huawei is not yet a party with high bargaining power in front of operators .
One Huawei cloud business unit said that building a public cloud requires renting a carrier's machine room and bandwidth resources, but Huawei is not strong in the bargaining power of operators because operators are Huawei's big buyers on telecommunications equipment .
Huawei's public cloud first node deployed in Langfang, Hebei, a consideration is that when Huawei's operators in Langfang do business in general.
Even harder to evade, Huawei's public cloud aims to be the No. 1 camp in China, and is bound to face competition from the public cloud of operators. At that time, Huawei did not hesitate to hurt existing operators or public carriers for public cloud It is a dilemma to continue making perfect demands.
In fact, Huawei has already experienced such a dilemma between the "left hand and right hand each other." A China Telecom cloud computing person revealed to Caijing reporter that Huawei Cloud and Telecom Tianyi Cloud had jointly bid for a cloud computing project of a car company. Huawei Cloud Price Much lower than the Tianyi cloud, which makes a senior China Telecom annoyed, personally called Huawei executives expressed their dissatisfaction.
Sell products can sell good service?
According to IDC statistics, China's public cloud IaaS market was RMB10 billion in 2016 while total IT spending in China reached 2.3 trillion yuan (Gartner data), with public cloud accounting for only 0.4%, indicating that the public cloud market in China is also very unusual Beginner, as long as the appropriate strategy, Huawei has enough room for growth.
Ji Xinhua, founder and CEO of Ucloud, commented that Huawei has both technical strength and abundant capital. It is also a company that has both strategic determination and strong execution. Although it is not a big chance to break into China's top three in three years, in the long run, Is likely to become a major player in the public cloud Ucloud is China's fifth-largest public cloud service provider.
Huawei has accumulated a lot of 'teeth' over the years. Compared with other competitors, it owns a complete IT product system from chip to server to storage network, and also controls CT's products and technologies, enabling Huawei to build high Cost-effective cloud infrastructure, and it has long platform R & D system and 2012 laboratory to provide long-term technical support.
However, Huawei is also facing multiple challenges, some of them are not facing opponents.
One challenge is that Huawei must be 'genetically modified' before it can become a public cloud.
From CT to IT to consumer terminals, Huawei is good at research and development and production of various devices, but the public cloud to sell is the service, the current successful public cloud vendors in addition to Microsoft are service-oriented Internet vendors. Several times publicly said that Huawei cloud from good at selling equipment to good at selling services.
But this is not easy.Huawei is a product company, it used to be so successful because the entire R & D process, management, sales and service system is born for the product, has solidified into its corporate culture.
For example, Huawei strictly abides by the Integrated Product Development (IPD) process in its research and development, and the IPD process helps to develop highly reliable equipment that requires leadership approval and follow-through each step of the way, especially for highly standardized and demanding Relatively stable, high quality communication equipment research and development.
The cloud service is not the same, cloud customers vary widely, the demand is also different, therefore requires R & D operation and maintenance closely combined with rapid iterative development, rapid response to front-end personalized needs.
Huawei itself is clearly aware of this.
Caijing reporter learned that Huawei Cloud BU is privileged: Huawei IPD and other processes are not obeyed, but it takes time to explore a suitable R & D, service and sales system for public cloud.
Moreover, the thinking inertia that has already been formed is harder to turn around, and one Huawei person commented that Huawei is currently doing cloud or product thinking rather than service thinking. It does not always think about what services users want, but always considers what products I can provide.
Another important thing for the moment is that Huawei urgently needs to find a number of benchmark users.
Aliyun, Tencent cloud and Jinshan cloud started, based on their respective Internet business circle a number of seed users.
For example, Alibaba Cloud not only has a large number of small and micro enterprises and even individual users, but also has such a super application as "Double 11"; Tencent Cloud has the support of game developers - For game developers, Leaderboard, an unwritten but well aware of the method is to use Tencent cloud; Jinshan Yun early user accumulation also depends on Jinshan games and millet ecological support.
Although these users are mainly small to medium sized and small and micro enterprises, they are extremely beneficial to the early development of public cloud vendors.
An executive of Jinshan Yun told Caijing reporters that the public cloud emphasizes that a large amount of general, reliable and maintainable operation experience accumulated from small customers can be accumulated from unreliable services that small customers can afford, and the shift from a large number of manual operation services to automation And meticulous operation, gradually mature and stable cloud platform, as well as the team's ability to fine operation and maintenance, it is difficult to quickly dig up or dig up and quickly fill.
Huawei user groups on the contrary, it is mainly large and medium-sized corporate customers.But most of the corporate users on the public cloud is more cautious, the demand is not strong, if the cloud, but also mostly responsive policy 'policy-based cloud 'This user is worth fighting for, but more difficult.
In a recent interview with the media, Zheng Yelai said that today, almost all Internet applications are in the cloud, but the digital transformation of government and enterprises has just begun. This is Huawei's opportunity.
If Huawei's benchmark users are diverse and complex in the government and large enterprises and large enterprises, and rely on Huawei's own efforts to do well, then ecological construction becomes necessary.
For the public cloud manufacturers, the basic computing and storage cloud services are the basic capabilities, who can do, the profit is very thin, above the PaaS (platform as a service), SaaS (software as a service) is rich, the cloud industry Whether the number of partners is the key to stick to the user and the main source of profits, which is the public cloud of ecological construction.
Ji Xinhua commented that public cloud manufacturers, the current best ecological construction is Aliyun .Also, Aliyun strong ecological power in the ability to have big data, other manufacturers in this area temporarily difficult to match.
Huawei announced the "Cloud Partner Program 1.0" in the first half of this year.
Under the plan, Huawei public cloud will focus on the ability to resell Huawei public cloud services (cloud reselling partners), Huawei public cloud development and application (cloud solution provider), and the migration of enterprise applications to Huawei public cloud (Cloud service partners) three types of partners.
In addition, the public cloud is only swallow gold animal cloud computing senior expert Liu Liming told Caijing reporter from Google, Microsoft, IBM's financial input history point of view, if you want to sprint the first echelon of public cloud field, the annual infrastructure investment Need to 1 billion dollars, R & D investment in the market is also to 1 billion dollars.
Even Huawei, in the long run, the scale of such investment will make the capital chain too tight.China is not a listed company, unable to finance from the secondary market, public cloud return cycle is too long, Ali cloud is still not profitable.This Huawei The determination is a test.
Zheng Yelai believes that if Huawei does not do cloud services, there is no base for the current three major businesses (consumer business, carrier business and enterprise business), meanwhile, Huawei has made a complete chip-to-system investment in the IT industry, but This market space is being squeezed step by step by the public cloud, there is no cloud service business, the return on investment for many years will be greatly reduced.
By the end of September, Zheng Yelai to the company's executive board report public cloud future business plan, passed, he told the team, 'no one has any restrictions on the public cloud business.' 'Finance'