QA讨论:华为与其他中国手机公司有何不同?为什么华为被谷歌禁止,而其他公司却没有?
What distinguishes Huawei from other Chinese mobile phone companies? Why was Huawei banned from Google but not others?译文简介
网友:这是小米 14 CIVI。这款手机每产生100美元利润,中国母公司和中国供应商以及中国经济仅赚取 15-19 美元,每100美元只赚15到19美元。印度制造的手机为印度实体只能赚取微不足道的4美元,其余81-85美元支付给台湾(地区)、美国、日本和其他一些亲西方国家......
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This is the xiaomi 14 CIVI
For $ 100 that this phone makes, the Parent Chinese company and Chinese Suppliers and the Chinese Economy earn a mere $ 15–19
Fifteen Bucks to Nineteen Bucks per One Hundred
Indian Entities earn a paltry 4 Bucks for Made in India Phones
The remaining 81–85 Bucks are paid to Taiwan, USA, Japan and a few other Pro Western Nations
Doesn't matter if the phone sells in New York or Mumbai or Paris
Additionally- For every $ 100 earned by an App Developer whose app is sold on the Play store of the xiaomi Civi 14, Google earns $ 32.10 from Data Analytics and In House Commissions. Otherwise the App Developer must partner with Google
So as you can see - the Brand is Chinese, Design is Chinese - Yet the Phone uses western parts and the Cream (81% - 85%) is earned by Western Nations and the peanuts by China
Its why the West has no issues with xiaomi at all
这是小米 14 CIVI
这款手机每产生100美元利润,中国母公司和中国供应商以及中国经济仅赚取 15-19 美元,
每100美元只赚15到19美元。
印度制造的手机为印度实体只能赚取微不足道的4美元,
其余81-85美元支付给台湾(地区)、美国、日本和其他一些亲西方国家。
无论手机是在纽约、孟买还是巴黎销售都无关紧要。
此外,应用开发者在小米Civi 14的Play商店销售应用时,每赚取100美元,谷歌就会从数据分析和内部佣金中赚取 32.10美元。而且,应用开发者必须与谷歌合作。
因此,正如你所看到的 - 品牌是中国的,设计是中国的 - 但手机使用西方零件,奶油(81% - 85%)由西方国家获得,而花生则由中国获得。
这就是为什么西方对小米没有任何意见。
Huawei is vastly different
First for every $ 100 that a Huawei phone earns, only $ 33 is paid to Japanese entities and Korean entities
This means $ 67 is earned by the Chinese Brand and Chinese Suppliers
This means One Huawei Phone sold earns as much to the Chinese Economy as equivalent of more than Four xiaomi Phones
One Huawei phone sold brings more money than around 8 IPhones Sold on the Mainland
So when they say 1 Million Huawei phones sold, it's as much money as 8 Million Iphones to the Chinese Economy!!!!!!!
Next Huawei aggressively promotes it's own communication hardware for high speed mobile data
Next Huaweis own OS and Playstore ecosystem was not merely a Skin like MIUI
Huawei earned more than Android did in China from Developers and App purchases
xiaomi got a share of $ 2.46 per $ 100 from App Developers and App purchases which was FINE FOR GOOGLE AND ANDROID
Huawei was making $ 16.50 per $ 100 from All Developers and App Purchases on the mainland which was MORE THAN WHAT GOOGLE WAS MAKING
Now Huawei will make almost $ 22–23 per $ 100 from App Purchases and Developers
Huawei earns far more money from unit sales than other brands
华为则截然不同
首先,华为手机每赚100美元,只有33美元支付给日本和韩国实体,
这意味着67美元是由中国品牌和中国供应商赚取的。
这意味着卖出一部华为手机给中国经济带来的收入相当于四部以上的小米手机,
卖出一部华为手机给中国大陆带来的收入比卖出8部左右的iPhone手机还多,
所以当他们说卖出100万部华为手机时,这对中国经济来说相当于卖出800万部iPhone!
接下来华为积极推广自己的高速移动数据通信硬件,
华为自己的操作系统和应用商店生态系统而不仅仅是像 MIUI 这样的皮肤系统。
华为在中国从应用开发者和应用购买中获得的收入超过了安卓系统,
小米从应用开发者和应用购买中获得的份额为每100美元2.46美元,这对谷歌和安卓来说很好。
华为在中国大陆从所有开发者和应用购买中每100美元赚取16.50美元,这比谷歌赚的还多,
现在华为将从应用购买和开发者那里每100美元赚取近22-23美元,
华为从单位销售中赚取的钱远远超过其他品牌。
It's why Huawei became a major problem
When Huawei was making 4G equipment, no issues - Huawei made $ 8.50 Per $ 100 while Cisco made $ 27–30 per $ 100 and Siemens made $ 18–24 per $ 100
Even INSIDE CHINA
No Problems!!!!!!
When Huawei made 5G equipment with it's own patents and technology - it began earning $ 62 per $ 100
Suddenly Huawei became a National Security Threat
It's also why Huawei despite being banned in the entire West still rakes money
Because THEY MAKE ALMOST 8 TIMES MORE MONEY FROM THEIR EQUIPMENT AND TECHNOLOGY TODA
Once 6G is developed, Huawei, ZTE and a few players will make $ 85–90 per $ 100
Thats why they detest Huawei not because of National Security
这就是为什么华为成为一个大问题。
当华为制造4G设备时,没有问题 - 华为每产生100美元利润从中赚 8.50 美元,而思科从这100美元中赚27-30美元,西门子从这100美元中赚18-24美元,即使在中国境内。
没有问题!!!!!!
当华为用自己的专利和技术制造 5G 设备时 - 它开始从每100美元利润中赚取62美元,
突然间华为成为了美国国家安全威胁者。
这也是为什么尽管华为在整个西方被禁止,但仍然赚钱。
因为他们今天从他们的设备和技术中赚取的钱几乎是以前的8倍。
一旦6G技术开发出来,华为、中兴和一些参与者将从每100 美元利润中赚取85-90美元,
这就是他们讨厌华为的原因,不是因为什么国家安全。
You missed out counting the amount of money xiaomi have to put down in India before leaving there.
您忘记计算小米在离开印度之前必须留下多少钱了。
money to buy a good lesson for everyone who dares to invest in India
为每个敢于在印度投资的人买一个好教训。
Not good if India ends up this way. They also have 1.4bn Indians to feed.
Why are India's FDI inflows slowing down? - ETCFO
如果印度最终落得如此境地,那就不好了。他们还要养活 14 亿印度人。
为什么印度的外国直接投资流入放缓? - 经济时报(链接)
India has modern democracy and thus is only concern of short term profits. India’s actions have been very profitable in the short term. And when it finally does become a problem… it is some other politician’s problems.
印度拥有现代民主制度,因此只关心短期利益。印度的行动在短期内看起来非常有利可图。当它最终成为一个问题时......这就是其他政客的问题了。
Your phrase “And when it finally does become a problem… it is some other politician’s problems.” is what general layman’s term “kicking the can down the aisle”.
In my opinion, whatever done can’t be undone — just like the stigma being called the “graveyard for foreign investments”.
你说的“当它最终成为一个问题时...这是其他政客的问题了。”就是一般外行人所说的“把问题推到一边”。
在我看来,无论做了什么都无法挽回——就像被称为“外国投资的坟墓”一样。
You are right. Maximum 4 years for an investment return, including questioning time. Don’t think too long but act quick, otherwise the investment will be gone.
你说得对。投资最多需要4年才能收回成本,包括质询时间。不要想太久,要迅速行动,否则投资就会打水漂。
They make a boatload of money from their Television and other electronic business
They barely make 3% post tax on their mobiles but almost 20% on their TVs
他们从电视和其他电子商务中赚了一大笔钱,
他们的手机税后利润仅为 3%,而电视税后利润却接近 20%。
If India consider any foreign companies must be put down if they make money, then the best thing they should do is do it to Apple.
However, I hope the Indian government do study what is happening with this. Isn’t the West keep telling them that they are the Next china, or as the very least, a China+1, or even they thought they can form a G2 together with China?
Maybe just thinking too much but doing too little.
Why are India's FDI inflows slowing down? - ETCFO
如果印度认为任何外国公司只要赚钱就必须被打压,那么他们应该做的最好的事情就是对苹果这样做。
然而,我希望印度政府能研究一下发生了什么。西方不是一直在告诉他们,他们是下一个中国,或者至少是中国+1,甚至他们认为他们可以和中国一起形成G2吗?
也许只是想得太多,但做的太少。
为什么印度的外国直接投资流入放缓? -经济时报(链接)
Spot on KB. Tbh KB Chinese designed chips are increasingly presented in Chinese smartphone brands. Next decade the percentage would be close to 60%
KB先生说的很对。说实话,中国设计的芯片越来越多地出现在中国智能手机品牌中。未来十年,这一比例将接近 60%。
May be patents
可能是专利原因。
Yes, the IP licencing for telecom patents! Remember BlackBerry or even Nortel? Someone is still cashing in on their work
是的,电信专利的知识产权许可!还记得黑莓甚至北电网络吗?仍有人在利用他们的工作赚钱。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处
I hope,
One day, our Politicians will start to understand business economics
That day India will change the course
我希望,有一天,我们的政治家们会开始理解商业经济学,
到那时,印度将改变路线。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处
I think it may be due to Huawei's investment in R & D and 5g, and only one mobile phone maker in China has grown to Huawei's size.Most mobile phone manufacturers in China have less research and development, mainly from suppliers such as Qualcomm, which leads to their strong dependence on western companies.Huawei is currently in the lead in 5g, and communications is indeed closely lixed to core areas such as national security. In short, the US government cannot tolerate this key technology being controlled by others,so they did this shameless behavior.
我觉得可能是因为华为在研发和5G上的投入,中国只有一家手机厂商成长到华为的规模。中国大部分手机厂商研发投入较少,主要依靠高通等供应商,导致对西方公司的依赖性很强。华为目前在5G上处于领先地位,而通讯确实与国家安全等核心领域息息相关。总之,美国政府不能容忍这种关键技术被别人控制,所以才做出这种不要脸的行为。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处
It is simply that they are threatening the dominance of US companies, and their networking equipment is more secure and less vulnerable to US spies than they would like. The latter is probably the result of the close inspection of their networking equipment in cooperation with the UK security forces - they point out the vulnerabilities, and Huawei plug them. Of course, Huawei isn’t so exposed to the coercion of the US government to implement ‘back doors’, unlike US based companies.
简单来说,他们威胁到了美国公司的主导地位,他们的网络设备比他们希望的更安全,更不容易受到美国间谍的攻击。后者可能是他们与英国安全部队合作对其网络设备进行密切检查的结果——他们指出了漏洞,华为就修补了漏洞。当然,与美国公司不同,华为并不那么容易受到美国政府的胁迫而设置“后门”。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处
The staggered rollout of Apple Intelligence could impact iPhone 16 sales by creating anticipation and phased demand. Early adopters might hold off purchases until all features are available, while others may be drawn in as upxes roll out, extending the sales cycle. However, delays in certain features could slow initial sales momentum.
苹果智能服务的分阶段推出可能会影响 iPhone 16 的销量,因为它会创造预期和分阶段需求。早期采用者可能会推迟购买,直到所有功能都可用,而其他人可能会在更新推出时被吸引,从而延长销售周期。然而,某些功能的延迟可能会减缓最初的销售势头。
Huawei stands out from other Chinese mobile phone companies for several reasons:
1. Technology and Innovation
R&D Investment: Huawei invests heavily in research and development, often leading to advanced technology in networking and telecommunications.
5G Leadership: As a frontrunner in 5G technology, Huawei has developed extensive infrastructure and devices that support this next-generation network.
2. Product Range
Diverse Portfolio: Huawei offers a wide range of products, from high-end smartphones to mid-range devices and even wearables, catering to various market segments.
Enterprise Solutions: Beyond consumer electronics, Huawei is a major player in enterprise solutions, providing hardware and software for businesses.
3. Global Reach
International Presence: Huawei has established a strong presence in many markets worldwide, often competing with established brands like Apple and Samsung.
华为之所以能从其他中国手机公司中脱颖而出,原因如下:
1. 技术和创新
研发投入:华为在研发方面投入巨资,经常引领网络和电信领域的先进技术。
5G 领导力:作为 5G 技术的领跑者,华为开发了支持这一新一代网络的广泛基础设施和设备。
2. 产品范围
多样化的产品组合:华为提供广泛的产品,从高端智能手机到中端设备甚至可穿戴设备,满足各个细分市场的需求。
企业解决方案:除了消费电子产品外,华为还是企业解决方案的主要参与者,为企业提供硬件和软件。
3. 全球影响力
国际影响力:华为在全球许多市场都建立了强大的影响力,经常与苹果和三星等知名品牌竞争。
Quality and Performance: Many users recognize Huawei for quality hardware and innovative features, such as advanced camera technology.
Reasons for the Google Ban
Huawei's ban from Google services can be attributed to several factors:
U.S.-China Trade Tensions: The escalating trade tensions between the U.S. and China led to increased scrutiny of Chinese tech companies, with Huawei being one of the most prominent targets.
National Security Concerns: The U.S. government expressed concerns that Huawei's equipment could be used for espionage, given its close ties to the Chinese government. This suspicion was not as pronounced for other companies, leading to targeted actions against Huawei.
Entity List Inclusion: In May 2019, the U.S. Department of Commerce added Huawei to its Entity List, effectively prohibiting American companies from doing business with it without a special license. This led to the suspension of Huawei's access to Google Mobile Services (GMS).
Unique Positioning: Huawei's size and influence in both the telecommunications and consumer electronics sectors made it a focal point in the geopolitical landscape, differentiating it from other companies.
Conclusion
While many Chinese mobile phone manufacturers operate in a competitive landscape, Huawei's extensive R&D, global reach, and the specific geopolitical context surrounding it have set it apart, resulting in significant challenges, particularly regarding its relationship with U.S. companies like Google.
4. 品牌声誉
质量和性能:许多用户认可华为的优质硬件和创新功能,例如先进的摄像头技术。
谷歌禁令的原因
华为被禁止使用谷歌服务可以归因于以下几个因素:
中美贸易紧张局势:中美贸易紧张局势不断升级,导致对中国科技公司的审查更加严格,华为是最突出的目标之一。
国家安全问题:鉴于华为与中国政府关系密切,美国政府表示担心华为的设备可能被用于间谍活动。这种怀疑对其他公司并不那么明显,导致针对华为的行动。
实体名单列入:2019 年 5 月,美国商务部将华为列入实体名单,实际上禁止美国公司在没有特别许可的情况下与其开展业务。这导致华为被暂停访问谷歌移动服务。
独特定位:华为在电信和消费电子领域的规模和影响力使其成为地缘政治格局中的焦点,使其有别于其他公司。
结论:
虽然许多中国手机制造商都在竞争环境中运营,但华为广泛的研发、全球影响力以及特定的地缘政治背景使其脱颖而出,带来了重大挑战,尤其是在与谷歌等美国公司的关系方面。