华为轮值董事长郭平:继续投资海思 美国打压并非不可克服

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华为轮值董事长郭平:继续投资海思 美国打压并非不可克服

  原标题:华为轮值董事长郭平:将继续投资海思,美国打压华为并非不可克服

  新京报贝壳财经讯(记者 陆一夫)据华为心声社区,9月2日华为公布了华为轮值董事长郭平与新员工座谈纪要。在问答环节前,郭平先发表了题为《不要浪费一场危机的机会》的演讲,称华为现阶段的重点是释放5G等先进技术的红利,今年5月15日美国追加的直接产品规则给华为增加了一些困难,但并非不可克服,其本质上是工艺、成本和时间问题。

  郭平在演讲中提到,在华为领先的领域,面临着美国等各种先进要素不可获得的情况下,如何生存并且发展壮大,是挑战。“一个世界两套系统,是可能的,但我们要成为先进的代表,研发、制造、物流、财经、IT都需要创造性的突破,实现这种极端的环境下能够生存并且持续领先。”

  但他同时强调,华为仍需要全球化的合作和市场,获取各种先进要素,满足客户需求,“中国是大本营,但我们不能只有大本营,还需要在全球市场上尽己所能地拼搏,获得好的结果。”

  在问答环节中,郭平表示华为建立备胎计划已经十几年,当时用的是别人的芯片,但是仍然保持足够的投资去做海思,前端还有芯片制造工艺、制造设备和原材料,这几道关是美国约束华为的地方。“对我们来说,会继续保持对海思的投资,同时会帮助前端的伙伴完善和建立自己的能力。我相信若干年后我们会有一个更强大的海思。”

  他重申,现在公司状况正常,只是面对先进要素不可获取的情况,华为如何打破封锁,建立起自己持久的技术能力和稳固的、可信的供应链。

  值得一提的是,郭平透露华为云中国市场已经从去年的Others进入到了第二名,这或许意味着华为云的市场份额已仅次于阿里云。

  对于美国的管制措施升级,郭平认为这对麒麟芯片的打压,对华为终端特别是高端手机业务会产生一定的困难,但是相信公司能够解决。

  他指出,美国对华为和终端业务的打压不是从现在开始的,“去年已禁用GMS。我们勇敢地推出HMS系统,这是个非常困难的事情,一个手机公司去建立起生态。但经过这一年我们取得了非常不错的成绩,超出预期的成绩。”

  对于HMS,郭平认为多一套的生态系统,既对客户安全,也对公司有益。他表示2007年秋天谷歌推出安卓系统时,华为是继HTC后第二家宣布支持的企业,“既然华为可以帮助安卓走向成功,那我们自己的系统有什么理由不推成功呢?”

  有新员工提问称华为的运营商业务似乎面临着一些不确定性,郭平回应称现阶段华为的5G战争基本告一段落,下一阶段是要释放5G先进技术的红利,帮助选择华为的客户,特别是那些战略客户,体会到使用华为技术的好处。他表示,华为在欧洲、中东、中国建立了突击队,把华为的各种能力综合化,帮助客户在商业上成功,这是公司这一阶段的重点工作。

  外界关注华为进入汽车业务的定位,郭平表示汽车现在的核心是发动机,但未来的核心技术是能源管理系统、操控系统等。他重申华为不造车,但可以为车厂造好车,提供ICT的关键部件,这是华为的定位。

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