On the last day of 2020, Huawei released Ren Zhengfei's speech at the corporate business and cloud business report on November 4. In his speech, Ren Zhengfei explained the priority positioning of Huawei Cloud, the composition of Huawei Cloud's competitiveness, how to build a "black land", how to build an ecosystem for cloud business, and the relationship between cloud BG and EBG.
01
Ren Zhengfei: HUAWEI CLOUD cannot simply follow the path of Ali and Amazon
In his speech, Ren Zhengfei first explained the priority of Huawei Cloud. Ren Zhengfei said: We talk about cloud first, not that Huawei prioritizes cloud in all fields, but only in the IT field to prioritize the following points:
1. For customer-oriented computing power and distributed storage (excluding enterprise storage), Huawei Cloud must be given priority; that is, when customers have requirements for servers, distributed storage, virtualization, and private clouds, they must guide cloud services priority;
2. Hybrid cloud should give priority to the business model of cloud services;
3. The base of industry solutions should be Huawei Cloud first.
In the subsequent speech, Ren Zhengfei pointed out the current problems of Huawei Cloud, such as service capabilities, multiple responsibility centers, and fragmented power. It is proposed that HUAWEI CLOUD must first build core competitiveness based on basic capabilities such as extreme cost-effectiveness, availability, and data security; at the same time, it must build an enabling layer for the focused industries and focused scenarios, build a good cloud ecosystem, and build a competitive Customer acquisition ability.
After analyzing the trend of government and enterprise cloud migration, Ren Zhengfei pointed out that public cloud, dedicated cloud and hybrid cloud, and even non-Huawei private cloud will coexist for a long time to solve the different needs of customers. Therefore, the Huawei Cloud solution will form a structure with a set of architecture, two transaction modes, and three deployment methods. Huawei provides customers with three product forms: public cloud, hybrid cloud and "server + virtualization software".
Ren Zhengfei also proposed that Huawei wants to build a leading ICT infrastructure and wins in connection, computing and enterprise storage, and Huawei Cloud. The organic integration of connectivity, computing and enterprise storage with Huawei Cloud will build an industry "intelligent body" for the focused industry scenarios to help smart upgrades.
Ren Zhengfei said in his speech that it is impossible for HUAWEI CLOUD to simply adopt the path of Alibaba and Amazon for its development, because it is not like they have "exhausted US stock market money." And put forward the requirement of "find a way, not simply imitate" on how to develop HUAWEI CLOUD.
Ren Zhengfei pointed out that Huawei Cloud is not the leading advantage of its traditional hardware equipment, developing products and selling products, but the change of Huawei's customer-oriented business model, that is, changing from selling products to selling cloud services. He asked Huawei Cloud to learn from Amazon and Microsoft, and at the same time make its 30 years of network accumulation a unique advantage in the cloud service market, create greater space, and build differentiated features.
02
Ren Zhengfei talks about the "black land" of Huawei Cloud
"Black soil" is a concept proposed by HUAWEI CLOUD in July 2018, which means that HUAWEI CLOUD is a "black land" where thousands of companies can grow "crops".
Under the guidance of the concepts of "Inclusive Cloud" and "Black Earth", Huawei Cloud has been able to develop rapidly. It is understood that Huawei Cloud currently has more than 200 services online, has developed more than 1.5 million developers and nearly 20,000 partners, and has begun to take shape. According to the "China Public Cloud Service Market Report (Q2 2020)" released by authoritative analyst firm Canalys in September 2020, HUAWEI CLOUD ranked second with a share of 15.5%, with a year-on-year growth rate of 259.6%, which is the fastest growth rate. Cloud service provider.
In this speech, "black earth" has become an important term repeatedly mentioned by Ren Zhengfei. Brother Xi counted, "Black Land" appeared 9 times in this speech. And the meaning of the expression is also very important.
In his speech, Ren Zhengfei proposed: Can we build a world-leading architecture for the future like storage products? What are the key short boards, new media, new algorithms, new architectures, and even new theories that need to be broken through to organize all levels and types "Commando" allows scientists, experts, and engineers to study freely in advance and find solutions. For example, whether there is a new advanced software architecture, whether there are new tools and methods, whether there is a new computing power architecture, whether there is a new orchestration algorithm, artificial intelligence algorithm... etc., do the same. The same applies to algorithms, computing power, core network, Hongmeng, Kunpeng ecology, advanced software architecture methods and tools, and scientific normalization of tools, code warehouse unification and optimization..., and the application of artificial intelligence in our network platform optimization. Do these particles in a down-to-earth manner so as to form a "black earth" with a granular structure. The operating system that connects these particles is also ready to facilitate customers to develop on it.
Ren Zhengfei pointed out that in the future, all applications will grow on the cloud land, but not yet. How to build a "black land" is our task and should be done step by step.
Ren Zhengfei asked Huawei Cloud to increase investment in software architecture, methods and tools in the new year. Dare to introduce great architects and outstanding talents from global software competitions, and strive to train and train architects at all levels and levels from Huawei's team, and promptly promote them based on their abilities and contributions, and match their ranks and salaries in a timely manner.
Ren Zhengfei further raised the issue of "black land". Q. What conditions should "black soil" have to allow everything to grow? How to build the "black land" that customers like, how to make the partner ecosystem alive, how to ensure that the software can take root and avoid the risk of being cut off.
Brother Xi believes that this is Ren Zhengfei's further deepening and development of Huawei Cloud's "black earth" concept, as well as a specific refinement and enrichment of the connotation of the "black earth" concept.
With the improvement of the core particle elements of "Black Earth" by Huawei Cloud, the combat effectiveness of Huawei Cloud will be qualitatively improved.
03
2021, the year of great development for Huawei Cloud
Xi Ge believes that 2021 will be the year of great development for Huawei Cloud.
In his speech, Ren Zhengfei not only put forward requirements for Huawei Cloud to introduce major architects and train architects at all levels and levels in 2021, but also elaborated on the business development direction of Huawei Cloud 2021.
Ren Zhengfei said that Huawei Cloud should learn from Amazon and Microsoft. Providing cloud services to industry customers should follow the path of Microsoft, giving priority to the path of serving large industries and large enterprises, focusing on deep cultivation of several key industries, and creating "black land"; IAAS and PAAS must learn from Amazon.
Ren Zhengfei pointed out that Huawei has cultivated enterprise business for many years, has a large enterprise sales and service team, and has a certain foundation. It unites with customers, industry-leading application developers and system integrators and other ecological partners to carry out joint innovation and accumulate and accumulate the key to the industry. Knowledge assets, don’t lose such good experience. Do a good job in two or three industries every year. After a few years, it will eventually reach a few or a dozen industries. He pointed out that Microsoft continues to build a competitive advantage through joint innovation with customers. He asked HUAWEI CLOUD to establish joint innovation laboratories with key customers to extract some promising and large-demand particles to form a "legion" with all elements, all services, all weaving, and independent combat capabilities and powers; Ren Zhengfei further pointed out that Huawei has accumulated knowledge, capabilities, and experience over the years, and it is possible to do a good job of the cloud-based platform, the "black earth". He asked Huawei Cloud to focus on one or two industries, understand its empirical models and algorithms, and effectively build leading capabilities in the industry. Let customers accept Huawei Cloud.
Ren Zhengfei also pointed out that mobile Internet applications, enterprise applications, government applications, coal mine applications, airport applications, safety applications, GTS applications, and company internal IT applications are all windows of opportunity for the development of Huawei's cloud ecosystem.
Ren Zhengfei further pointed out that Alibaba Cloud, Tencent Cloud, and AWS are launching more and more hardware and software devices. Huawei's advantage lies in hardware. We must strengthen the software and application ecosystem and should not give up the advantages that hardware brings to Huawei Cloud. Preserve the stability and high efficiency of the underlying architecture, give full play to the comprehensive advantages of connection + computing, continue to iteratively optimize the I (IAAS) layer architecture, and drive further innovations in the cloud scenarios of the first layer of computing, storage, and networking.
At the end of the speech, Ren Zhengfei asked the company's business to focus on strategic priorities, continue to subtract, and insist on doing something and not doing something.
In 2021, Huawei Cloud, which will refine its "internal strength" and focus more on its business, is worth looking forward to.