QA討論：華為與其他中國手機(jī)公司有何不同？為什么華為被谷歌禁止，而其他公司卻沒有？
What distinguishes Huawei from other Chinese mobile phone companies? Why was Huawei banned from Google but not others?
譯文簡介
網(wǎng)友：這是小米 14 CIVI。這款手機(jī)每產(chǎn)生100美元利潤，中國母公司和中國供應(yīng)商以及中國經(jīng)濟(jì)僅賺取 15-19 美元，每100美元只賺15到19美元。印度制造的手機(jī)為印度實體只能賺取微不足道的4美元，其余81-85美元支付給臺灣（地區(qū)）、美國、日本和其他一些親西方國家......
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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
這是小米 14 CIVI
這款手機(jī)每產(chǎn)生100美元利潤，中國母公司和中國供應(yīng)商以及中國經(jīng)濟(jì)僅賺取 15-19 美元，
每100美元只賺15到19美元。
印度制造的手機(jī)為印度實體只能賺取微不足道的4美元，
其余81-85美元支付給臺灣（地區(qū)）、美國、日本和其他一些親西方國家。
無論手機(jī)是在紐約、孟買還是巴黎銷售都無關(guān)緊要。
此外，應(yīng)用開發(fā)者在小米Civi 14的Play商店銷售應(yīng)用時，每賺取100美元，谷歌就會從數(shù)據(jù)分析和內(nèi)部傭金中賺取 32.10美元。而且，應(yīng)用開發(fā)者必須與谷歌合作。
因此，正如你所看到的 - 品牌是中國的，設(shè)計是中國的 - 但手機(jī)使用西方零件，奶油（81% - 85%）由西方國家獲得，而花生則由中國獲得。
這就是為什么西方對小米沒有任何意見。
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
華為則截然不同
首先，華為手機(jī)每賺100美元，只有33美元支付給日本和韓國實體，
這意味著67美元是由中國品牌和中國供應(yīng)商賺取的。
這意味著賣出一部華為手機(jī)給中國經(jīng)濟(jì)帶來的收入相當(dāng)于四部以上的小米手機(jī)，
賣出一部華為手機(jī)給中國大陸帶來的收入比賣出8部左右的iPhone手機(jī)還多，
所以當(dāng)他們說賣出100萬部華為手機(jī)時，這對中國經(jīng)濟(jì)來說相當(dāng)于賣出800萬部iPhone!
接下來華為積極推廣自己的高速移動數(shù)據(jù)通信硬件，
華為自己的操作系統(tǒng)和應(yīng)用商店生態(tài)系統(tǒng)而不僅僅是像 MIUI 這樣的皮膚系統(tǒng)。
華為在中國從應(yīng)用開發(fā)者和應(yīng)用購買中獲得的收入超過了安卓系統(tǒng)，
小米從應(yīng)用開發(fā)者和應(yīng)用購買中獲得的份額為每100美元2.46美元，這對谷歌和安卓來說很好。
華為在中國大陸從所有開發(fā)者和應(yīng)用購買中每100美元賺取16.50美元，這比谷歌賺的還多，
現(xiàn)在華為將從應(yīng)用購買和開發(fā)者那里每100美元賺取近22-23美元，
華為從單位銷售中賺取的錢遠(yuǎn)遠(yuǎn)超過其他品牌。
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
這就是為什么華為成為一個大問題。
當(dāng)華為制造4G設(shè)備時，沒有問題 - 華為每產(chǎn)生100美元利潤從中賺 8.50 美元，而思科從這100美元中賺27-30美元，西門子從這100美元中賺18-24美元，即使在中國境內(nèi)。
沒有問題!!!!!!
當(dāng)華為用自己的專利和技術(shù)制造 5G 設(shè)備時 - 它開始從每100美元利潤中賺取62美元，
突然間華為成為了美國國家安全威脅者。
這也是為什么盡管華為在整個西方被禁止，但仍然賺錢。
因為他們今天從他們的設(shè)備和技術(shù)中賺取的錢幾乎是以前的8倍。
一旦6G技術(shù)開發(fā)出來，華為、中興和一些參與者將從每100 美元利潤中賺取85-90美元，
這就是他們討厭華為的原因，不是因為什么國家安全。
You missed out counting the amount of money xiaomi have to put down in India before leaving there.
您忘記計算小米在離開印度之前必須留下多少錢了。
money to buy a good lesson for everyone who dares to invest in India
為每個敢于在印度投資的人買一個好教訓(xùn)。
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
如果印度最終落得如此境地，那就不好了。他們還要養(yǎng)活 14 億印度人。
為什么印度的外國直接投資流入放緩？ - 經(jīng)濟(jì)時報（鏈接）
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.
印度擁有現(xiàn)代民主制度，因此只關(guān)心短期利益。印度的行動在短期內(nèi)看起來非常有利可圖。當(dāng)它最終成為一個問題時......這就是其他政客的問題了。
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”.
你說的“當(dāng)它最終成為一個問題時...這是其他政客的問題了?！本褪且话阃庑腥怂f的“把問題推到一邊”。
在我看來，無論做了什么都無法挽回——就像被稱為“外國投資的墳?zāi)埂币粯印?/b>
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.
你說得對。投資最多需要4年才能收回成本，包括質(zhì)詢時間。不要想太久，要迅速行動，否則投資就會打水漂。
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
他們從電視和其他電子商務(wù)中賺了一大筆錢，
他們的手機(jī)稅后利潤僅為 3%，而電視稅后利潤卻接近 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
如果印度認(rèn)為任何外國公司只要賺錢就必須被打壓，那么他們應(yīng)該做的最好的事情就是對蘋果這樣做。
然而，我希望印度政府能研究一下發(fā)生了什么。西方不是一直在告訴他們，他們是下一個中國，或者至少是中國+1，甚至他們認(rèn)為他們可以和中國一起形成G2嗎？
也許只是想得太多，但做的太少。
為什么印度的外國直接投資流入放緩？ -經(jīng)濟(jì)時報（鏈接）
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先生說的很對。說實話，中國設(shè)計的芯片越來越多地出現(xiàn)在中國智能手機(jī)品牌中。未來十年，這一比例將接近 60%。
May be patents
可能是專利原因。
Yes, the IP licencing for telecom patents! Remember BlackBerry or even Nortel? Someone is still cashing in on their work
是的，電信專利的知識產(chǎn)權(quán)許可！還記得黑莓甚至北電網(wǎng)絡(luò)嗎？仍有人在利用他們的工作賺錢。
原創(chuàng)翻譯：龍騰網(wǎng) http://top-shui.cn 轉(zhuǎn)載請注明出處
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，我們的政治家們會開始理解商業(yè)經(jīng)濟(jì)學(xué)，
到那時，印度將改變路線。
原創(chuàng)翻譯：龍騰網(wǎng) http://top-shui.cn 轉(zhuǎn)載請注明出處
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.
我覺得可能是因為華為在研發(fā)和5G上的投入，中國只有一家手機(jī)廠商成長到華為的規(guī)模。中國大部分手機(jī)廠商研發(fā)投入較少，主要依靠高通等供應(yīng)商，導(dǎo)致對西方公司的依賴性很強(qiáng)。華為目前在5G上處于領(lǐng)先地位，而通訊確實與國家安全等核心領(lǐng)域息息相關(guān)?？傊?，美國政府不能容忍這種關(guān)鍵技術(shù)被別人控制，所以才做出這種不要臉的行為。
原創(chuàng)翻譯：龍騰網(wǎng) http://top-shui.cn 轉(zhuǎn)載請注明出處
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.
簡單來說，他們威脅到了美國公司的主導(dǎo)地位，他們的網(wǎng)絡(luò)設(shè)備比他們希望的更安全，更不容易受到美國間諜的攻擊。后者可能是他們與英國安全部隊合作對其網(wǎng)絡(luò)設(shè)備進(jìn)行密切檢查的結(jié)果——他們指出了漏洞，華為就修補(bǔ)了漏洞。當(dāng)然，與美國公司不同，華為并不那么容易受到美國政府的脅迫而設(shè)置“后門”。
原創(chuàng)翻譯：龍騰網(wǎng) http://top-shui.cn 轉(zhuǎn)載請注明出處
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.
蘋果智能服務(wù)的分階段推出可能會影響 iPhone 16 的銷量，因為它會創(chuàng)造預(yù)期和分階段需求。早期采用者可能會推遲購買，直到所有功能都可用，而其他人可能會在更新推出時被吸引，從而延長銷售周期。然而，某些功能的延遲可能會減緩最初的銷售勢頭。
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.
華為之所以能從其他中國手機(jī)公司中脫穎而出，原因如下：
1. 技術(shù)和創(chuàng)新
研發(fā)投入：華為在研發(fā)方面投入巨資，經(jīng)常引領(lǐng)網(wǎng)絡(luò)和電信領(lǐng)域的先進(jìn)技術(shù)。
5G 領(lǐng)導(dǎo)力：作為 5G 技術(shù)的領(lǐng)跑者，華為開發(fā)了支持這一新一代網(wǎng)絡(luò)的廣泛基礎(chǔ)設(shè)施和設(shè)備。
2. 產(chǎn)品范圍
多樣化的產(chǎn)品組合：華為提供廣泛的產(chǎn)品，從高端智能手機(jī)到中端設(shè)備甚至可穿戴設(shè)備，滿足各個細(xì)分市場的需求。
企業(yè)解決方案：除了消費電子產(chǎn)品外，華為還是企業(yè)解決方案的主要參與者，為企業(yè)提供硬件和軟件。
3. 全球影響力
國際影響力：華為在全球許多市場都建立了強(qiáng)大的影響力，經(jīng)常與蘋果和三星等知名品牌競爭。
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. 品牌聲譽
質(zhì)量和性能：許多用戶認(rèn)可華為的優(yōu)質(zhì)硬件和創(chuàng)新功能，例如先進(jìn)的攝像頭技術(shù)。
谷歌禁令的原因
華為被禁止使用谷歌服務(wù)可以歸因于以下幾個因素：
中美貿(mào)易緊張局勢：中美貿(mào)易緊張局勢不斷升級，導(dǎo)致對中國科技公司的審查更加嚴(yán)格，華為是最突出的目標(biāo)之一。
國家安全問題：鑒于華為與中國政府關(guān)系密切，美國政府表示擔(dān)心華為的設(shè)備可能被用于間諜活動。這種懷疑對其他公司并不那么明顯，導(dǎo)致針對華為的行動。
實體名單列入：2019 年 5 月，美國商務(wù)部將華為列入實體名單，實際上禁止美國公司在沒有特別許可的情況下與其開展業(yè)務(wù)。這導(dǎo)致華為被暫停訪問谷歌移動服務(wù)。
獨特定位：華為在電信和消費電子領(lǐng)域的規(guī)模和影響力使其成為地緣政治格局中的焦點，使其有別于其他公司。
結(jié)論：
雖然許多中國手機(jī)制造商都在競爭環(huán)境中運營，但華為廣泛的研發(fā)、全球影響力以及特定的地緣政治背景使其脫穎而出，帶來了重大挑戰(zhàn)，尤其是在與谷歌等美國公司的關(guān)系方面。