Huawei's revenue in the third quarter was 135.4 billion yuan, down 19.5% month on month! Consumer business may continue to shrink

摘要：10月29日，华为正式发布了2021年前三季度财务报告。根据财务报告，华为前三季度实现销售收入4558亿元，比去年同期6713亿元减少2155亿元，净利润率为10.2%（即净利润464.9亿元），同比下降8.0%，同比增长2.2%。

Abstract: on October 29, Huawei officially released the financial report for the first three quarters of 2021. According to the financial report, Huawei achieved a sales revenue of 455.8 billion yuan in the first three quarters, a decrease of 215.5 billion yuan compared with 671.3 billion yuan in the same period last year, and the net profit margin was 10.2% (that is, the net profit was 46.49 billion yuan), 8.0% in the same period last year, an increase of 2.2% year-on-year.

华为上半年销售收入3204亿元，同比下降29.43%，净利润率9.8%（即净利润314亿元）。换句话说，今年第二季度，华为的销售收入为1682亿元，净利润率（145.1亿元）约为8.6%。

Huawei's sales revenue in the first half of the year was 320.4 billion yuan, a year-on-year decrease of 29.43%, and its net profit margin was 9.8% (that is, the net profit was 31.4 billion yuan). In other words, in the second quarter of this year, Huawei's sales revenue was 168.2 billion yuan, and its net profit (14.51 billion yuan) rate was about 8.6%.

通过简单计算，华为今年第三季度的销售收入为1354亿元，净利润率（150.9亿元）为11.14%。与第二季度相比，华为第三季度的销售收入减少328亿元，环比下降19.5%。但利润率环比上升2.54个百分点。

Through simple calculation, it can be concluded that Huawei's sales revenue in the third quarter of this year was 135.4 billion yuan, and the net profit (15.09 billion yuan) rate was 11.14%. Compared with the second quarter, Huawei's sales revenue in the third quarter decreased by 32.8 billion yuan, down 19.5% month on month. However, the profit margin increased by 2.54 percentage points month on month.

由于华为没有披露前三季度各业务板块的具体收入，因此不清楚第三季度华为328亿美元的销售收入中哪一个业务出现了相对较大的下降。然而，据华为称，to C的消费者业务可能受到了影响。

Since Huawei did not disclose the specific revenue of each business segment in the first three quarters, it is unclear which business saw a relatively large decline in Huawei's sales revenue of 32.8 billion in the third quarter. However, according to Huawei, to C's consumer business may have been affected.

根据研究机构canalys的最新报告，2021年第三季度，由于芯片短缺，供应商难以满足设备需求，全球智能手机出货量下降了6%。在前五大制造商中，只有苹果、oppo和维梧保持增长。

According to the latest report of canalys, a research organization, in the third quarter of 2021, due to the shortage of chips, it was difficult for suppliers to meet the demand for equipment, and the global smartphone shipment decreased by 6%. Among the top five manufacturers, only apple, oppo and vivo maintained growth.

据《通信行业新闻》统计，截至目前，四家运营商已完成三次5g无线主设备大规模集中采购，总投资超过1000亿元（不含税），集中采购基站总数约96万个，华为已获得56.6万台订单，占总份额59%，处于领先地位。

According to the statistics of the communication industry news, up to now, four operators have completed three large-scale centralized procurement of 5g wireless main equipment, with a total investment of more than 100 billion yuan (excluding tax), and the total number of centralized procurement base stations is about 960000, while Huawei has obtained 566000 station orders, with a total share of 59%, taking the lead.

Link：https://new.qq.com/omn/20211031/20211031A05AFT00.html

update time：2021-10-31 18:57:54