華爲人事突變的背後：餘承東能給雲計算怎樣的未來？

{"type":"doc","content":[{"type":"blockquote","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"關於餘承東的去向，業界討論了一天，終於在1月27日下午得到確定：消費者BG CEO位置保留，擬增任命Cloud &AI BG總裁（兼）、Cloud & AI BG行政管理團隊主任、增任命Cloud BU總裁（兼）、Cloud BU行政管理團隊主任。"}]}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"餘承東去向已定，華爲高端手機業務出售疑雲尚存"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"1月27日一早，多家媒體紛紛報道稱：餘承東將負責華爲雲與計算BG，2月份正式對外宣佈。InfoQ隨後就此消息求證華爲相關人士，得到的回覆是：不信謠、不傳謠。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"但是到了1月27日下午，第一財經"},{"type":"link","attrs":{"href":"https:\/\/m.yicai.com\/news\/100930484.html","title":"","type":null},"content":[{"type":"text","text":"發文表示"}]},{"type":"text","text":"華爲已經證實：現任消費者BG CEO的餘承東本次擬增任命Cloud &AI BG總裁（兼）、Cloud & AI BG行政管理團隊主任、增任命Cloud BU總裁（兼）、Cloud BU行政管理團隊主任。侯金龍，現任雲與計算BG總裁，本次擬任命數字能源董事長。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.infoq.cn\/resource\/image\/2b\/79\/2b91a37d60ed82ae68052fb205ae2679.png","alt":null,"title":"","style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"一時間，這條消息引發了業界的大討論：餘承東的加入會給華爲雲一個怎樣的未來？原有的出售高端智能手機品牌P和Mate系列是不是已經祕密進行？餘承東的調整會帶來一連串的華爲人事變動嗎？是否意味着華爲雲的雲戰略會和硬件戰略做緊密結合？"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"就這些疑問，InfoQ採訪了多位業界專家，我們可以逐一討論（歡迎對上述話題感興趣的朋友在評論區留下你的想法）。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"作爲原來華爲消費者業務的老大，餘承東的動向是否意味着華爲高端手機業務將會被售賣，目前爲止還需要畫一個問號。雖然華爲此前已經對此事進行了闢謠，但榮耀出售之前，華爲同樣對當時的市場傳言進行了闢謠。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"此前曾有知情人士透露，華爲正在考慮出售手機業務，方式與榮耀基本類似，將出售給某大市國資委牽頭成立的企業。有傳聞稱，談判已接近尾聲，近日即將公佈。華爲相關負責人則迴應稱：完全沒有相關計劃，華爲將堅持打造全球領先的高端智能手機品牌，努力爲消費者提供卓越的產品體驗和服務。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在該傳聞中，不少聲音認爲出售主要是爲了繼續獲得芯片供應。對比榮耀，其在今年1月份被報道已經拿到高通授權，大力推進5G芯片的製造了。看起來，剝離似乎是個不錯的辦法。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"TGO鯤鵬會學員（TGO 是極客邦旗下科技領導者聚集和交流的組織）、靈機文化的馮大雙在接受InfoQ採訪時表示，"},{"type":"text","marks":[{"type":"strong"}],"text":"此次調整與“華爲手機業務線剝離”這一傳聞或多或少存在關聯，其既能幫助華爲擺脫手機行業的競爭泥潭，也在一定程度上緩解了各手機渠道供應商因缺貨所蒙受的損失，同時也貫徹了“Cloud Only”的新戰略，是一場“一石三鳥”的調整。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"也有受訪者更直白地表示，這是“華爲在爲下一步將 M、P 系列手機業務線賣掉做人事調整上的過渡和鋪墊”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"當然也有受訪者不同意對華爲剝離手機業務的猜測，他們認爲，“在拜登上任後，美國是否會放鬆對於華爲的限制還有待觀察，同時手機等終端也是華爲不會放棄的領域”。與其說是爲剝離手機業務線做鋪墊，不如說是“強化以手機等智能終端爲入口的端雲協同，減少跨 BG 的溝通成本，提升內部運作效率”。"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"華爲雲接下來的增長將會是必然，區別在於長多少"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"華爲雲雖然起步略晚，但最近幾年的增速相當之快。根據市場調研機構IDC的數據顯示，2020年第三季度，華爲服務器佔全球市場份額爲 4.9%，位居第五位，收入爲 72 億元。第一季度華爲公有云國內市場份額爲 8.6%，位居第三，收入爲18.5億元。華爲服務器佔全球市場份額爲4.9%，位居第五，收入爲72億元。存儲業務位居全球市場第四位，市場份額爲9.4%，收入爲41億元。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"更有最新調查數據顯示，在國內公有云市場，華爲雲份額已經升至第二，僅次於阿里雲。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在架構上，華爲雲與計算BG又稱Cloud & AI BG，包括 Cloud BU、計算產品線（服務器等）、存儲與機器視覺產品線。2020年1月14日，"},{"type":"text","marks":[{"type":"strong"}],"text":"Cloud & AI升至華爲第四大BG，與運營商BG、企業BG、消費者BG並行。足以見得，華爲對雲計算業務的發展相當重視。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"迴歸到本次調整，對於任命有着“光輝戰績”的餘承東擔任 Cloud BU 總裁，受訪的TGO 鯤鵬會學員中的大多數人持樂觀態度："},{"type":"text","marks":[{"type":"strong"}],"text":"“以老餘（餘承東）的能力，接下來增長是必然的，區別只在於增長多少個百分點”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"如果熟悉華爲雲，一定對“全場景、全棧、全連接、雲網邊端協同”不陌生，這是華爲雲一直在強調的能力，有云計算行業的從業人士對InfoQ表示：餘承東本次的調整可能會帶來兩個事業羣的聯動，或許會對華爲雲的戰略有更好地推動。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"TGO鯤鵬會學員、星合資本胡震在接受InfoQ採訪時表示，華爲的硬件底蘊直接形成了相對於阿里雲、AWS 等國內外競爭對手的不對稱優勢。在面對雲市場中的中小型客戶、超大型客戶以及政企客戶時，這種“軟硬一體”的戰略構成了華爲雲撬動市場的“矛尖”。也有來自華爲內部的人士表示，華爲今年的戰略關鍵詞是“連接”，其中當然也包括連接硬件和軟件。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"所以，"},{"type":"text","marks":[{"type":"strong"}],"text":"與其說這一調整是某種焦慮，不如說是對雲業務有更大的野心。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"更多業內人士對華爲的這一輪人事調整充滿期待。一方面，大家對雲市場的壟斷現象保持警惕，更期待“三足鼎立”的市場格局出現；另一方面，參照華爲、中興過去在海外通信行業所取得的成績，大家更期待海外雲計算市場能出現新的“攪局者”。"}]}]}