华为人事突变的背后：余承东能给云计算怎样的未来？

{"type":"doc","content":[{"type":"blockquote","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"关于余承东的去向，业界讨论了一天，终于在1月27日下午得到确定：消费者BG CEO位置保留，拟增任命Cloud &AI BG总裁（兼）、Cloud & AI BG行政管理团队主任、增任命Cloud BU总裁（兼）、Cloud BU行政管理团队主任。"}]}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"余承东去向已定，华为高端手机业务出售疑云尚存"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"1月27日一早，多家媒体纷纷报道称：余承东将负责华为云与计算BG，2月份正式对外宣布。InfoQ随后就此消息求证华为相关人士，得到的回复是：不信谣、不传谣。"}]},{"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，第一财经"},{"type":"link","attrs":{"href":"https:\/\/m.yicai.com\/news\/100930484.html","title":"","type":null},"content":[{"type":"text","text":"发文表示"}]},{"type":"text","text":"华为已经证实：现任消费者BG CEO的余承东本次拟增任命Cloud &AI BG总裁（兼）、Cloud & AI BG行政管理团队主任、增任命Cloud BU总裁（兼）、Cloud BU行政管理团队主任。侯金龙，现任云与计算BG总裁，本次拟任命数字能源董事长。"}]},{"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":"一时间，这条消息引发了业界的大讨论：余承东的加入会给华为云一个怎样的未来？原有的出售高端智能手机品牌P和Mate系列是不是已经秘密进行？余承东的调整会带来一连串的华为人事变动吗？是否意味着华为云的云战略会和硬件战略做紧密结合？"}]},{"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":"就这些疑问，InfoQ采访了多位业界专家，我们可以逐一讨论（欢迎对上述话题感兴趣的朋友在评论区留下你的想法）。"}]},{"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":"作为原来华为消费者业务的老大，余承东的动向是否意味着华为高端手机业务将会被售卖，目前为止还需要画一个问号。虽然华为此前已经对此事进行了辟谣，但荣耀出售之前，华为同样对当时的市场传言进行了辟谣。"}]},{"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，华为正在考虑出售手机业务，方式与荣耀基本类似，将出售给某大市国资委牵头成立的企业。有传闻称，谈判已接近尾声，近日即将公布。华为相关负责人则回应称：完全没有相关计划，华为将坚持打造全球领先的高端智能手机品牌，努力为消费者提供卓越的产品体验和服务。"}]},{"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":"在该传闻中，不少声音认为出售主要是为了继续获得芯片供应。对比荣耀，其在今年1月份被报道已经拿到高通授权，大力推进5G芯片的制造了。看起来，剥离似乎是个不错的办法。"}]},{"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鲲鹏会学员（TGO 是极客邦旗下科技领导者聚集和交流的组织）、灵机文化的冯大双在接受InfoQ采访时表示，"},{"type":"text","marks":[{"type":"strong"}],"text":"此次调整与“华为手机业务线剥离”这一传闻或多或少存在关联，其既能帮助华为摆脱手机行业的竞争泥潭，也在一定程度上缓解了各手机渠道供应商因缺货所蒙受的损失，同时也贯彻了“Cloud Only”的新战略，是一场“一石三鸟”的调整。"}]},{"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":"也有受访者更直白地表示，这是“华为在为下一步将 M、P 系列手机业务线卖掉做人事调整上的过渡和铺垫”。"}]},{"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":"当然也有受访者不同意对华为剥离手机业务的猜测，他们认为，“在拜登上任后，美国是否会放松对于华为的限制还有待观察，同时手机等终端也是华为不会放弃的领域”。与其说是为剥离手机业务线做铺垫，不如说是“强化以手机等智能终端为入口的端云协同，减少跨 BG 的沟通成本，提升内部运作效率”。"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"华为云接下来的增长将会是必然，区别在于长多少"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"华为云虽然起步略晚，但最近几年的增速相当之快。根据市场调研机构IDC的数据显示，2020年第三季度，华为服务器占全球市场份额为 4.9%，位居第五位，收入为 72 亿元。第一季度华为公有云国内市场份额为 8.6%，位居第三，收入为18.5亿元。华为服务器占全球市场份额为4.9%，位居第五，收入为72亿元。存储业务位居全球市场第四位，市场份额为9.4%，收入为41亿元。"}]},{"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":"更有最新调查数据显示，在国内公有云市场，华为云份额已经升至第二，仅次于阿里云。"}]},{"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":"在架构上，华为云与计算BG又称Cloud & AI BG，包括 Cloud BU、计算产品线（服务器等）、存储与机器视觉产品线。2020年1月14日，"},{"type":"text","marks":[{"type":"strong"}],"text":"Cloud & AI升至华为第四大BG，与运营商BG、企业BG、消费者BG并行。足以见得，华为对云计算业务的发展相当重视。"}]},{"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":"回归到本次调整，对于任命有着“光辉战绩”的余承东担任 Cloud BU 总裁，受访的TGO 鲲鹏会学员中的大多数人持乐观态度："},{"type":"text","marks":[{"type":"strong"}],"text":"“以老余（余承东）的能力，接下来增长是必然的，区别只在于增长多少个百分点”。"}]},{"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":"如果熟悉华为云，一定对“全场景、全栈、全连接、云网边端协同”不陌生，这是华为云一直在强调的能力，有云计算行业的从业人士对InfoQ表示：余承东本次的调整可能会带来两个事业群的联动，或许会对华为云的战略有更好地推动。"}]},{"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鲲鹏会学员、星合资本胡震在接受InfoQ采访时表示，华为的硬件底蕴直接形成了相对于阿里云、AWS 等国内外竞争对手的不对称优势。在面对云市场中的中小型客户、超大型客户以及政企客户时，这种“软硬一体”的战略构成了华为云撬动市场的“矛尖”。也有来自华为内部的人士表示，华为今年的战略关键词是“连接”，其中当然也包括连接硬件和软件。"}]},{"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":"与其说这一调整是某种焦虑，不如说是对云业务有更大的野心。"}]},{"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":"更多业内人士对华为的这一轮人事调整充满期待。一方面，大家对云市场的垄断现象保持警惕，更期待“三足鼎立”的市场格局出现；另一方面，参照华为、中兴过去在海外通信行业所取得的成绩，大家更期待海外云计算市场能出现新的“搅局者”。"}]}]}