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published in(发表于) 2016/5/5 6:06:08
Is poaching, Huawei has set up “play music“? Officials said there is no need,

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Is poaching, Huawei has set up "play music"? Officials said there is no need-Huawei, music video-IT news

Follow business paths and ideas of Huawei and most recently has been associated with.

Today, analysts argued, TV plus a large number of recruited key employees of Huawei, Huawei at the top management level EMT has set up a "play music". It is learnt that after Huawei set up similar combat "defecting employees" competitor also is more than 10 years ago, "Hong Kong Government".

"This is a rumor, and the current (music video) not threat to Huawei terminal business, Huawei is the ability of major platforms, rather than a few people. "Huawei, says EMT senior, 4th for business reporters in the afternoon. According to the company's corporate governance rules, EMT is its supreme responsibility of the day-to-day operations of the Agency, commissioned by the Board of Directors to day-to-day company management.

Previously, Le depending on founder Jia Yue Pavilion public "shelling" Apple, and Samsung, and Huawei "beats silly", he think, industrial times enterprise almost control has all, especially s, and h, and I, and v, and 0, hardware enterprise using, even at overdraft consumers of trust and looks forward to, with "Bo silly" type consumption induced enough rational of user for brand, and channel, and hardware paid days volume premium. Comments sparked controversy.

▲ Music video online under "attack"

Play music? No need to

To set up a "play music", Huawei is a member of the EMT management told reporters that they had not heard of.

But before that, because of "special circumstances", Huawei set up fight at the highest level "defecting employees" institutions.

In 2000, in order to solve the huge problems of older employees and institutions, Huawei employees within business, can take equity exchange the corresponding value of the product in the hands of employees, employees must sign an agreement with Huawei, however, only as agent Huawei products, not related to product research and development. Under the policy, when a group of senior left the company, which is already Deputy President Li is the highest ranking of a, which was created by "Harbor" compete directly with Huawei's products. At the time, left over Huawei's business employs more than 3,000, harbour management and development direct copy Huawei models also had a negative effect on, then "local" established within the company.

In the outside world, Huawei Terminal in particular departments of the glory in the near future "exit" phenomenon and its experience of more than 10 years ago, "leaving tides" is somewhat similar.

According to Institute of China electronics industry analysts Pan Jiutang understand Huawei Terminal number of hierarchy and the backbone of research and development to join in the music video, as well as ODM company Synopsys. Great letv also gave these people administration privileges. "A lot of Bull people music video, may be the newly established a Department, new business units, and even set up a new company. ”

CBN reporter learned that, except for Liu Jiang feng, President of Huawei's glory, Lenovo executives Liang June, Feng Xing and former Vice President of Meizu Mo Cuitian are currently adding music.

But the company's management told reporters that "even if the older employees to leave, but with technology, Huawei's advantage is the large platform, not worth it, ' playing music. ' ”

Huawei later public relations department also told reporters the "playing music" message was untrue.

? Phone line competition

Two business models

Huawei Terminal since the original management team of backbone Xu said, Liu Jiang feng to join TV plus began, Huawei and TV plus the two companies as the most "hard" company, one the most "soft" company were linked together, anecdotal and even rumors, and there will be a war, as the strategic goal is Huawei, and so on. Jia Yue Ting, issued a letter to all fans, drew responses from Huawei rotating executives, letv Huawei and linked together.

Both business models, Huawei is a current CEO once friends commented that "SpacX recycling rockets yesterday, today began making snide comments. True innovation is technology, not grandstanding business model. Free of charge, may be the most expensive. The user at the Center, circle layer upon layer is a sharp knife. ”

Not long ago, Jia Yue Ting had raised objections to Huawei's founder ren zhengfei, perspectives, he said, "low price not wumart's view in this industrial age is indeed correct, but in the era of ET (ecological era), this way is long past. ”

"But it is difficult to direct comparison between the two modes. "Mobile phone League Secretary General Wang yanhui of China told reporters, Huawei models simply pay attention to research and development, full ownership; music video model is the distribution platform, change the layout and lack of platform for his services.

Wang yanhui believes that from a long-term perspective, depending on the phone company is threatening.

"About the apparent misunderstanding of the research and development, music to focus on research and development, TV digs high-throughput technology executives, and set up a research and Development Center in San Diego. "Wang yanhui said.

▲ Music video stores featured "ecology"

But Huawei executives do not want to be named, told reporters, the business model is not a core competency, not moats, anyone can copy and beyond. The so-called competitiveness should be irreplaceable, cannot easily copy by others.

That's to say, TV plus does not currently have its own core competencies.

"Business models can learn, like BAT can sweep of small Internet business, such as glory on the business model, but the core problem is that businesses can make profit when earnings, unprofitable business capital markets long-term blood transfusion, is unsustainable. "The executives stressed to reporters, business model is not out of question, but the nature of business must be profitable.

From this point of view, Huawei is "too proud" and the music video for a business model comparison.

Huawei terminal independent spin-off

Behind the movement is accompanied by concerns about Huawei Terminal sustained development in the future.

In 2015, consumer business revenue of 129.128 billion yuan, an increase of 72.9%, 33% per cent of Huawei's overall revenue. You know, 2010 Huawei's consumer business had only been 30.914 billion yuan, grow rapidly between the years.

Outside analysts suggested that if Huawei continued rapid growth of the consumer business, as its contribution to more than half its revenue in the future at the same time, Huawei will bring enormous challenges, as this would mean: Huawei is very effective in the past, "centralized-control" management structure may no longer be valid, the company must once again make significant organizational changes in order to adapt to the new business structure.

Fission into two independent subsidiaries, for example, a main Trans-enterprise market, another major consumer markets.

But this year's 2015 results analysis meeting, Huawei executives clearly first financial journalists respond that Huawei terminal business listing is not selected, will not choose to split.

For Terminal future development of independence, Huawei rotating CEO Guo Ping on reporter stressed, Huawei currently of business a is B2B business, a is B2C business development, terminal business established yilai, has been is Huawei full funding has of, to Terminal Company form exists of system, in development in the also great of borrowed has group of technology and global more than 170 multiple national of logistics support system, future still will insisted this strategy, not consider listed or other capital operation arrangements.

"Terminal on the profitability and is balanced in one year, the scale is growing. "Huawei's Chief Financial Officer, later told reporters the boat, Huawei now require profit is the bottom line of the Terminal, the Terminal itself is doing more this year and next in brand building.

Consumer BG Yu, head of Huawei said in an interview recently, the Internet phone company has no major investment in research and development, but the money through the stock market, in the name of ecology into the industry, and will die out sooner or later. He did not say who these companies are, but seems to be subject to the conditions he said.


被乐视挖角,华为成立“打乐办”?官方称没必要 - 华为,乐视 - IT资讯

遵循不同商业路径和理念的华为与乐视最近频频被联系在一起。

今日有分析师撰文表示,针对乐视大量挖角华为骨干员工,华为在最高经营层EMT成立了“打乐办”。据悉,此前华为成立类似的打击“叛逃员工”竞争对手的机构还是10多年前的“打港办”。

“这个是谣传,而且目前(乐视)不可能对华为终端业务产生威胁,华为的能力在于大平台,而不是几个人。”华为EMT高管4号下午对第一财经记者如是说。根据华为的公司治理规章,EMT是华为日常经营的最高责任机构,受董事会委托执行华为的日常管理。

此前,乐视创始人贾跃亭公开“炮轰”苹果三星、华为“搏傻”,他认为,工业时代企业几乎掌控了一切,特别是S、H、I、V、0等硬件企业利用,甚至不惜透支消费者的信任和期待,用“博傻”式消费诱导不够理性的用户为品牌、渠道、硬件支付天量溢价。言论一出引发各界争议。

▲乐视在线下开始“猛攻”

打乐视?没必要

对于成立“打乐办”,华为的一名EMT管理层成员对记者表示没有听说。

但在此前,因为“特殊情况”,华为在最高层级层面曾经成立过打击“叛逃员工”的机构。

2000年,为了解决老员工和机构庞大问题,华为在内部鼓励员工创业,员工可以拿手中股权兑换相应价值的产品,然而离职员工必须与华为签订一份协议,只能作为华为产品代理商,不能涉及产品研发。在政策激励下,当时一批中高层离开华为,而当时已经是华为副总裁的李一男是其中职位最高的一位,其创立的“港湾”直接与华为产品相竞争。而在当时,离开华为创业的员工达到3000多名,港湾在管理和研发上直接复制华为模式也带来了负面效应,于是“打港办”在华为内部成立。

而在外界看来,近期华为终端特别是荣耀部门的“离职”现象与此前华为十多年前经历的“离职潮”有些类似。

据华强电子产业研究所分析师潘九堂了解,华为终端多位中高层和研发骨干加入了乐视,以及乐视的ODM公司众思科技。而乐视也给了这些人极大的管理权限。“很多牛人到了乐视,可能就是新成立一个部门,新开拓一个业务单元,甚至新成立一个公司。”

第一财经记者了解到,除了华为荣耀总裁刘江峰,联想系的高管梁军、冯幸以及原魅族副总裁莫翠天目前均已加入乐视。

但上述华为管理层对记者表示,“即便有老员工的离职,但带不走技术,华为的优势是大平台优势,不值得‘打乐'。”

随后华为公关部也对记者表示上述“打乐”消息不属实。

手机线下竞争激烈

两种商业模式

自华为终端原管理团队中的骨干徐昕泉、刘江峰加盟乐视开始,华为和乐视这两个企业作为一个国内最“硬”的公司,一个国内最“软”的公司就被人们联系到了一起,坊间甚至传言乐视和华为终将会有一战,乐视战略上的目标是华为等等。此后贾跃亭对所有乐迷的一封信发出,引来了华为轮值高管的回应,人们正式把华为和乐视联系到一起了。

对于两者的商业模式,华为一位轮值CEO曾经在朋友圈评论道,“昨天SpacX回收火箭成功,今天乐视开始大放厥词。真正的创新靠的是科技,不是哗众取宠的商业模式。免费的,可能是最贵的。将用户放在中心,层层圆圈都是快刀。”

而在不久前,贾跃亭曾经对华为创始人任正非的观点提出过异议,他表示,“价廉不能物美这样的观点在工业时代下的确是正确的,但在ET时代(生态时代)下,这种方式早已过时。”

“但目前很难将两种模式进行直接对比。”手机中国联盟秘书长王艳辉对记者表示,华为的模式简单来说就是重视研发,全员持股;乐视模式则是布局大平台,布局找钱然后让缺乏平台的人给他服务。

王艳辉认为,从长远来看,乐视在手机上对于华为是有威胁的。

“其实外界对乐视的研发有误解,乐视也很重视研发,做电视挖了高通的技术高管,设置了圣地亚哥的研发中心。”王艳辉对记者说。

▲乐视加盟店主打“生态概念”

但华为一不愿意透露姓名的高管对记者表示,业务模式不是核心竞争力,不是护城河,谁都可以抄袭并超越。所谓竞争力,应该是不可替代性,无法被他人轻易copy。

言下之意,乐视目前并不具备自己的核心竞争力。

“商业模式可以学习,比如BAT可以把小的互联网业务通吃,比如荣耀在电商上的模式,但核心问题是,业务能否盈利,何时盈利,不盈利的业务靠资本市场长期输血,是不可持续的。”上述高管对记者强调,商业模式不是过时的问题,而是业务本质必须盈利。

从这一点看,华为是“不屑于”与乐视进行商业模式上的对比的。

华为终端不会独立分拆上市

人员流动背后伴随的是外界对于华为终端未来持续发展的担忧。

2015年,华为消费者业务实现营收1291.28亿人民币,同比增长了72.9%,占到了华为整体营收的33%。要知道,2010年华为消费者业务的收入才不过309.14亿人民币,几年之间可谓成长迅速。

因此有外界分析人士提出,如果华为消费者业务能够持续高速成长,未来为华为贡献一大半营收的同时,也会给华为带来巨大的挑战,因为这将意味着:华为过去非常有效的“集中—控制”型管理架构也许将不再有效,华为必须再次进行重大的组织变革,才能适应新的业务结构。

比如说裂变成两家独立的子公司,一家主打泛企业市场,另一家主攻消费者市场。

但在今年的2015年财报分析会议上,华为高管明确对第一财经记者回应称,华为终端业务不会选择上市,也不会选择分拆。

对于终端未来发展的独立性,华为轮值CEO郭平对记者强调,华为目前的业务一块是B2B业务,一块是B2C业务发展,终端业务成立以来,一直是华为全资拥有的,以终端公司形式存在的体制,在发展中也极大的借用了集团的技术以及全球170多个国家的后勤支撑系统,未来仍会坚持这种战略,不会考虑上市或其他资本运作安排。

“终端盈利能力和上一年是持平的,收入规模是增长的。”华为首席财务官孟晚舟对记者表示,现在华为对终端的要求盈利是底线,今年和明年对终端的要求是做更多的品牌建设。

华为消费者BG负责人余承东也在近日接受记者采访时表示,互联网手机公司没有在研发上进行大的投入,而是通过股市圈钱,以生态的名义进入这个行业,迟早会消亡。他没有明说这些企业是谁,但乐视等似乎都符合他所说的条件。






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