The global trend of the US government sanctions and the new Coronavirus has a "double suffering" for the largest communication equipment in China, Huawei (Huawei).
On April 21, the company announced its achievements in the January -March 2020 fiscal year ending.According to this, sales were 182.2 billion yuan (about 2,775 billion yen), 1 year -on -year..With only the 4 % increase, it was the lowest growth rate since the announcement of the quarterly financial results in April 2019.Sales high profit margin is 7.3 %, 0 from the same period of the previous year.7 points decreased.
One year ago, in the January -March 2019 fiscal year, Huawei sales increased by 39 % year -on -year.However, in May of the same year, the US Trump administration added Huawei to the entity list (translated in a list of companies, which is determined to be against the US security and foreign policy benefits).A sudden brake was applied to the breakthrough of overseas business.
As a result, the growth rate of sales in the April -June quarter of 2019 was 12 year from the same period of the previous year..Falling to 83 %.The same 7 in the October -December quarter.It was also slowed down to 73 %.The trend of the new Corona was pursued there, and in the January -March fiscal year, it was driven to one step before zero growth.
The Chinese market is 5G, and expectations are pessimistic overseas
Huawei sales account for more than half of consumer businesses represented by smartphones.From January to March, it was hit by the new Corona.According to the survey data of the Chinese Institute of Information and Communications Research Institute (translated by the Ministry of Industrial Information, the Policy Sink Tank), the number of mobile phones in China is 38 in January of the year..9 %, 56 % in February, 23 in March.3 % decreased.
It is not easy for Huawei to maintain a positive growth, as the headwinds are blowing throughout the market.On April 9, Yoshito Yoshito, the top of the consumer business, was interviewed by a reporter for Seishishin, and the company's smartphones were sold in February in February, but increased by about 80 % in March.He said.In the total of January to March, the domestic consumer business has maintained a little positive growth.
本記事は「財新」の提供記事ですAccording to Yuso, the domestic market has a replacement boom for 5G (5th generation mobile communication) terminals, and the number of Huawei shipments in 2020 may increase compared to the previous year.However, in terms of overseas markets, he expressed pessimistic views that "the influence of the new Corona will last longer than China."
(Jin New Reporter: Zhang Jiron) * The original text is distributed on April 21
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