外界對中國智能手機(jī)廠商的很多溢美之詞都給了小米。小米是一家類似蘋果的企業(yè)，有著忠誠的用戶群體。然而，華為可能才是更應(yīng)該關(guān)注的中國手機(jī)廠商。

最近，華為宣布了消費(fèi)者業(yè)務(wù)集團(tuán)（華為智能手機(jī)業(yè)務(wù)隸屬于該部門）第三季度的業(yè)績。報(bào)告顯示，華為智能手機(jī)第三季度出貨量達(dá)到2.74億部，同比增長63%。在中國這個(gè)巨大而又發(fā)展迅猛的智能手機(jī)市場上，華為的出貨量提高了81%。對這家公司來說，一個(gè)或許最重要的現(xiàn)象是，華為中高端手機(jī)正在引起越來越多消費(fèi)者的興趣，這類產(chǎn)品的規(guī)格參數(shù)更出色，價(jià)格更高，利潤空間也更大。

華為在2014年的收入為465億美元，盡管大部分收入來自通訊和網(wǎng)絡(luò)設(shè)備業(yè)務(wù)，但各類智能手機(jī)的銷售額也不容小覷。華為的旗艦機(jī)包括Mate 7和P7，以及旨在對抗蘋果iPhone的P8。這些機(jī)型的銷量均已遠(yuǎn)超400萬部。此外，華為還生產(chǎn)多款主打中東、拉丁美洲和非洲等新興市場的廉價(jià)手機(jī)。

這幾年來，大出風(fēng)頭的一直是小米。華為則被視為一家通訊公司，智能手機(jī)只是副業(yè)。然而，華為正在蛻變?yōu)橹袊飞献畲蟮氖謾C(jī)廠商，而且完全沒有放緩腳步的跡象。

國際數(shù)據(jù)公司（IDC）項(xiàng)目總監(jiān)和市場分析師賴安·瑞思表示：“華為在今年的表現(xiàn)令人印象深刻，我預(yù)計(jì)這種增長勢頭可以持續(xù)到2016年。這家公司可能會成為中國歷史上第一家智能手機(jī)年出貨量超過1億部的廠商。大部分人曾認(rèn)為小米最有可能實(shí)現(xiàn)這一成就。”

華為消費(fèi)者業(yè)務(wù)集團(tuán)總裁余承東表示，迅速增長的業(yè)績讓華為“非常自豪”。他相信，華為將在今年實(shí)現(xiàn)智能手機(jī)出貨量1億部的目標(biāo)。

IDC在今年7月透露，華為在2015年第二季度成為全球第三大智能手機(jī)廠商，僅次于三星和蘋果。這進(jìn)一步證明華為將成為中國最大、最重要的智能手機(jī)制造商。在三星出貨量同比下降2.3%的同時(shí)，華為的出貨量提高了48.1%。

調(diào)研公司IHS Technology的首席分析師維恩·拉姆表示：“我們可以把華為想象成剩余市場（除去蘋果和三星所占的市場）中的領(lǐng)頭羊。他們是智能手機(jī)行業(yè)中一股不斷壯大的力量，有望從蘋果和三星之外的其他品牌中脫穎而出?！?/p>

那么，華為是如何做到的呢？華為的成功并不是拜中國市場所賜。據(jù)拉姆介紹，海外市場約占華為手機(jī)出貨量的一半，這一傲人業(yè)績應(yīng)該歸功于該公司對海外市場的大舉投資。

瑞思說：“為了促進(jìn)海外市場的增長，我認(rèn)為，華為在29個(gè)市場做出了大量戰(zhàn)略營銷投資，這其中不僅有高增長的地區(qū)（拉丁美洲和中東），還有那些市場更加成熟且能提高曝光率的重要地區(qū)（西歐、澳大利亞和美國）。華為的產(chǎn)品設(shè)計(jì)很棒，但這些投資才是驅(qū)動(dòng)華為迅速提高曝光率，并最終打開海外銷售渠道的主要推動(dòng)力?！?/p>

拉姆認(rèn)同這種看法，并補(bǔ)充道，在第三季度，華為智能手機(jī)在歐洲的出貨量提高了98%，“從所有指標(biāo)來看，華為都取得了巨大的成功?！比欢A為與眾不同之處在于，其智能手機(jī)業(yè)務(wù)還能依靠其他業(yè)務(wù)部門，尤其是芯片制造部門的支持。拉姆表示：“華為取得成功的一個(gè)關(guān)鍵是他們的垂直整合能力?！边@一特征很像三星，華為旗下的海思公司能夠生產(chǎn)手機(jī)使用的芯片組和調(diào)制解調(diào)器 。

華為的前景看上去一片光明。確實(shí)如此，市場分析家認(rèn)為，在短期內(nèi)，華為基本不可能被中國的競爭者超越。一切跡象都表明，華為將奔著破紀(jì)錄的增長而去。

談到華為的未來時(shí)，拉姆表示：“與其他領(lǐng)先的中國制造商相比，華為很可能會保持市場領(lǐng)先地位?！?span>（財(cái)富中文網(wǎng)）

譯者：嚴(yán)匡正

審校：任文科

Much of the hype surrounding China-based smartphone makers has centered on Xiaomi, an Apple-like company with a very loyal fanbase. However, it’s Huawei that may just deserve the spotlight.

Huawei on Tuesday announced the third-quarter performance for its Consumer Business Group (CBG), which encompasses the company’s entire smartphone business. Huawei reported that it sold 27.4 million smartphones worldwide during the period, up 63% year-over-year. In China, a massive and growing smartphone market, Huawei’s shipments rose 81%. Perhaps most importantly for the company, it experienced “growing interest” in its mid-to-high-end products, which boosts better specs, higher price tags, and solid margins.

Huawei generated over $46.5 billion in revenue in 2014—largely on the sale of telecommunications and networking equipment—and sells a wide range of smartphones. The company’s flagship Mate 7, P7, and P8 devices—which take aim at products like Apple’s iPhone—have all sold well over 4 million units each. Huawei also sells several cheaper smartphones designed for emerging markets, such as the Middle East, Latin America, and Africa.

For years it was Xiaomi that stole the show and Huawei was viewed as a telecommunications company that sold smartphones on the side. Now, though, Huawei’s on pace to become the biggest China-based phone maker ever, and there are no signs of it slowing down.

“For Huawei, they have been one of the more impressive smartphone [makers] this year and I expect they will continue this momentum right into 2016,” says IDC program director and market analyst Ryan Reith. “[Huawei] will most likely be the first Chinese smartphone [maker] to surpass 100 million shipments in a year ever. Most people thought this would have been Xiaomi.”

The company’s Richard Yu, CEO of CBG, says that his company is “extremely proud” of its growth, adding that he, too, believes Huawei will ship over 100 million smartphones this year.

The revelation that Huawei, and not Xiaomi, is set to become the biggest and most important Chinese smartphone maker was underscored in July when IDC revealed that the company was the world’s third-largest smartphone maker—behind Samsung SSNLF 5.00% and Apple AAPL 4.13% , respectively—in the second quarter of 2015. While Samsung’s shipments were down 2.3% year-over-year, Huawei’s shipments were up 48.1% during the same period.

“Think of [Huawei] as leading the ‘rest of the market’ pack (excluding Apple and Samsung),” says Wayne Lam, principal analyst at IHS Technology. “We see them as a growing force in the smartphone industry, a [smartphone maker] that has potential to break from the pack of the brands outside Apple and Samsung.”

So, how did Huawei do it? Well, it’s not because of sales in China. According to Lam, Huawei sells about half of its smartphones outside of its home country—a move made possible by investing heavily in markets outside of China.

“To help support this growth they have made a number of strategic marketing investments in, I believe, 29 markets,” says Reith. “This includes both high-growth (Latin America, Middle East), as well as areas that are more mature but important for visibility (Western Europe, Australia, U.S.). They have great product design, but it’s investments like this that help drive visibility and ultimately make channels want to sell their products.”

Lam agrees, adding that in Europe—where shipments were up 98% in the third quarter—the company has been “tremendously successful by all measures.” However, it’s Huawei’s ability to rely on other parts of its business—most notably, its chipmaking division—that sets it apart. “A key to Huawei’s success has been their vertical integration (much like Samsung, they manufacture and use their own chipset/modem from their HiSilicon division),” Lam says.

Looking ahead, Huawei’s future seems bright. Indeed, market analysts believe there is little-to-no chance of Huawei being overrun by Chinese competitors anytime soon, and all signs point to record-breaking growth.

“When compared to other leading Chinese [manufacturers], Huawei will likely stay in a market leadership position,” Lam says of Huawei’s future.