Share with friends and circle of friends with wechat scan QR code < / P > < p > < / P > < p > 21 Financial app Ni Yuqing reports from Guangzhou < / P > < p > a recent change in Huawei's senior management may kick off the adjustment of cloud business. < p > < p > on January 27, the reporter of 21st Century Business Herald learned that Huawei's intranet officially issued a document on the personnel changes of Huawei cloud & amp; AI BG executives. < / P > < p > according to the latest appointment document, the current consumer BG CEO < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E4%BD%99%E6%89%BF%E4%B8%9C "> Yu Chengdong < / a >, the president (Part-time) of cloud & amp; AI BG and the director of cloud & amp; AI BG's administrative management team are proposed to be added, and the president (Part-time) of cloud Bu and the director of cloud Bu's administrative management team are proposed to be added. Hou Jinlong, the current president of cloud and computing BG, is to be appointed chairman of digital energy. < p > < p > at the same time, Yu Chengdong also serves as the director of IRB (Investment Review Committee) of intelligent terminal and intelligent car parts. Therefore, Yu Chengdong will be responsible for Huawei's mobile phones, cars, < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E4%BA%91%E8%AE%A1%E7%AE%97 "> cloud computing < / a > three aspects of business. Among them, automobile and cloud computing are the "stars of tomorrow" that Huawei focuses on cultivating, especially the underlying cloud business. As early as 2016, Ren Zhengfei, founder of Huawei, called them "strategic opportunities". < / P > < p > in the face of AI wave and cloud future, Huawei officially entered the public cloud market in 2017, and Huawei was born in 2017_ blank" href=" https://news.163.com/news/search?keyword=%E5%BE%90%E7%9B%B4%E5%86%9B "> Xu Zhijun < / a > announced the establishment of cloud business at Huawei ecological conference. In the interview after that, Xu Zhijun once said that in the cloud business, Huawei is not in a hurry to run the horse to encircle the land, but to do every service well in a down-to-earth way. "We don't look at the present (income) is one billion more or one billion less, we care about ten years later." Xu Zhijun said. < / P > < p > although it entered later than Amazon and Alibaba, Huawei cloud has rapidly ranked among the top three in the domestic market in the past four years, and has also integrated with Huawei's it computing product line, hoping to build software and hardware platforms. However, some Huawei insiders told the 21st Century Business Herald that the development of Huawei's cloud has been controversial internally, and it is not easy to strengthen the cloud business. < / P > < p > < strong > the "addition and subtraction" of management structure < / strong > < / P > < p > Why did Huawei make such a move? It can be analyzed from two aspects. < / P > < p > first of all, in terms of management and organizational structure, Huawei's mobile phone and other consumer businesses have been severely damaged under the pressure of US sanctions. In order to survive, Huawei chose to sell glory. For the consumer business, the overall team size has been reduced accordingly. At this time of trouble, the general is in danger and continues to challenge more difficult things to do business that may have a greater future. < p > < p > Yu Chengdong has successively served as president of wireless product line, President of European region, President of strategy and marketing, chairman of terminal company and CEO of consumer BG, leading the team to achieve rapid development in wireless and terminal fields. Now he will take the helm of cloud computing and automotive. < / P > < p > a person in the industry analyzed to the reporter of 21st century economic report: "although mobile phones are sanctioned by the United States, after the recent adjustment, they actually continue to stabilize Huawei's main channel. The terminal and cloud application markets are one of the main channels, representing the current and future consumption scenarios. This is also Huawei's sustainable and potential business. " < / P > < p > in retrospect, after the announcement of the official divestiture of glory on November 17, 2020, on November 25, Huawei issued a resolution on the business management of smart car parts in Xinsheng community. Automotive Bu moved to another sector in Huawei's structure, transferred from ICT to consumer business, and integrated with it. Yu Chengdong was appointed director of IRB of intelligent terminal and smart car parts. < / P > < p > for Huawei, the current industry is mainly network connected pipeline business and terminal business, and automobile is a new track opened by Huawei in recent years. At present, the core business is facing uncertainty, and automobile can be seen as a new growth point for Huawei. Moreover, in terms of automobile technology, no country is in a monopoly position. The United States, Europe, Japan and other regions all have their own advantages. In the long run, Huawei has few restrictions on the layout of automobiles, and at the same time, there are opportunities for independent research and development. < / P > < p > after more than two years of auto business adjustment, Yu Chengdong will also serve as the president of cloud & amp; AI BG. The importance of cloud business is self-evident. At the Huawei market work conference in 2016, Ren Zhengfei pointed out: "the current demand of 4K / 2K / 4G and enterprise government for cloud services has created strategic opportunities for the network and data center. This is our major window of opportunity. We should dare to gather strength, intensive investment and saturation attack in this period of opening the strategic window of opportunity. Jump on it, tear it apart, develop in depth and expand horizontally. Our strategic goal is to make the pipeline platform bigger and stronger at a high level. " < / P > < p > in recent years, after the integration with it product line, Huawei cloud and computing BG mainly includes cloud Bu, computing product line (server, etc.), storage and machine vision product line, etc. From Huawei cloud, Kunpeng chip, shengteng chip and mindspore deep learning framework to the implementation of atlas computing platform, Huawei has planned the whole stack route of AI and emphasized its ambition in computing power. < / P > < p > no matter cloud, computing or automobile, Huawei has been targeting strategic industries. < / P > < p > < strong > how will the cloud business pattern change? < / strong > < / P > < p > secondly, in the context of management level adjustment, it is the promotion of business level. When it comes to Huawei's cloud and computing BG, of course, Huawei is one of the firm development directions of Huawei. Huawei has its own advantages, but it is facing challenges in terms of niche. < / P > < p > as Mr. Ren said in his speech at the enterprise business and cloud business report meeting, Ren Zhengfei said: "Huawei cloud is not the leading edge of our traditional hardware equipment, developing and selling products, but the change of Huawei's customer-oriented business model, that is, from selling products to selling cloud services. We must build the ability to sell cloud services and the ability to support the operation and maintenance of cloud services for customers. We offer Amazon, < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E5%BE%AE%E8%BD%AF "> at the same time of learning, Microsoft should also make its 30-year network accumulation a unique advantage in the cloud service market, create more space and build differentiated characteristics." < / P > < p > global commonIn the cloud market, Amazon AWS, Microsoft azure, Google cloud and Alibaba cloud occupy the top four positions. Among them, Amazon is an all-round player with perfect infrastructure, supporting applications and services; Microsoft has moved its own rich applications to the cloud; Google has its own characteristics in algorithms and intelligent cloud services; alicloud is the third best in the world, and occupies many small and medium-sized customers in the domestic market. Dai Kun, chief analyst of Forrester, told the 21st century economic report: "the global public cloud market continues to grow rapidly. Forrester expects that the public cloud infrastructure market will grow by 35% to 120 billion US dollars in 2021. Alibaba cloud is also expected to surpass Google cloud to rank third in the world, after AWS and azure. In the domestic market, according to Forrester's 2020 evaluation of public cloud development and infrastructure and platform manufacturers in China, Alibaba cloud, Huawei cloud and Tencent cloud are among the market leaders. " < / P > < p > Dai Kun said that in the Chinese market, local cloud computing manufacturers and foreign manufacturers have their own advantages. On the whole, local manufacturers have different degrees of advantages in the richness of service types, private cloud solutions, customer support ability and price system, while international manufacturers also rely on their own advantages in user experience, platform stability and reliability, global innovation ability and global market coverage. < / P > < p > after years of efforts, Huawei cloud has launched more than 200 services, developed more than 1.5 million developers and nearly 20000 partners, and has achieved scale. At present, Huawei continues to seize the opportunities of government, enterprise and Internet digitalization to continue to develop. < / P > < p > "Huawei continues to maintain strategic investment in cloud computing business, effectively building a technology ecosystem covering software and hardware, cloud edge and full stack cloud service capabilities," Dai Kun told reporters. "At the same time, Huawei has demonstrated a wide range of solution capabilities in the evaluation process, and has unique advantages in the 5g field." < / P > < p > it should be pointed out that at present, the public cloud market is still an oligopoly market, with Amazon and Microsoft occupying half of the country. Under the influence of the current U.S. regulatory policy, the expansion of domestic enterprises in overseas markets is also affected. For the domestic market, a cloud computing operator told reporters: "among the domestic enterprises, the more powerful companies will choose to build their own Cloud, and Alibaba, Tencent, etc. are often competitors. Enterprises will have some concerns when choosing, and the competition is also very fierce. Moreover, Microsoft and Google have a strong momentum of promotion in China in recent years. " < / P > < p > next, the outside world will see how Huawei cloud can develop the advantages of hardware and software integration and communication, expand more scenarios and make breakthroughs. < / P > < p > (author: Ni Yuqing, editor: Li Qingyu) < / P > < p >