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Huawei maintains development amid shifting demand and AI push


Huawei mentioned it should proceed to spend money on areas together with connectivity, computing, cloud, and AI, whereas constructing ecosystems round its Ascend and Kunpeng chips and HarmonyOS platform

In sum – what to know:

Steady development – Income rose 2.2% to CNY880.9 billion, with web revenue reaching CNY68 billion regardless of ongoing market and geopolitical pressures.

AI drive momentum – Computing linked to AI and clever automotive options (up 72.1%) are rising as key development engines.

Heavy R&D – Huawei invested 21.8% of its 2025 income in R&D, reinforcing long-term deal with core applied sciences and ecosystem management.

Chinese language vendor Huawei has reported regular monetary efficiency for 2025, with income reaching CNY880.9 billion ($126 billion), up 2.2% year-on-year, and web revenue rising to CNY68 billion from CNY62.6 billion in 2024, as development in AI-related computing and automotive options helped offset combined outcomes throughout different enterprise traces.

The outcomes mirror an organization navigating shifting demand dynamics whereas sustaining a excessive stage of funding in core applied sciences. Huawei mentioned its efficiency was “consistent with forecast,” with rotating chairwoman Meng Wanzhou emphasizing continuity in technique regardless of exterior uncertainty.

“Our connectivity enterprise weathered the affect of business funding cycles, whereas our computing enterprise continued to grab alternatives in AI. Our shopper enterprise labored to beat formidable challenges, driving the HarmonyOS ecosystem to cross a brand new threshold in consumer expertise,” Meng mentioned.

Throughout enterprise segments, Huawei’s ICT infrastructure unit generated CNY375 billion in income final yr, up 2.6% year-on-year, whereas its shopper division rose 1.6% year-on-year to CNY344.5 billion.

The Chinese language vendor mentioned that 5G-Superior (5G-A) networks have now entered large-scale business use, including that consumer expertise monetization has been deepening to stimulate enterprise development. . By the top of 2025, Huawei had helped carriers deploy over 180 5G networks worldwide, serving greater than 1.5 billion 5G customers.

“Our connectivity enterprise weathered the affect of business funding cycles, whereas our computing enterprise continued to grab alternatives in AI. Our shopper enterprise labored to beat formidable challenges, driving the HarmonyOS ecosystem to cross a brand new threshold in consumer expertise,” Meng mentioned.

The seller posted a powerful development in its clever automotive options unit, the place income elevated 72.1% to CNY45 billion, highlighting increasing exercise in car expertise and software program platforms.

In the meantime, cloud computing income declined 3.5% year-on-year to CNY32.2 billion in 2025, indicating extra aggressive situations in that section whilst enterprise demand for AI infrastructure continues to develop.

Huawei’s computing enterprise, which incorporates AI-related infrastructure, is more and more central to its technique. Meng famous that the unit is starting to seize alternatives linked to synthetic intelligence, as enterprises shift from experimentation towards deployment.

On the buyer aspect, Huawei pointed to progress in its HarmonyOS ecosystem, which it mentioned has reached a brand new stage of improvement. By the top of 2025, greater than 36 million gadgets have been operating HarmonyOS 5 and 6, supported by over 10 million builders, based on the seller.

The corporate spent CNY192.3 billion on analysis and improvement actions in 2025, equal to 21.8% of income, with a complete of roughly CNY1.4 trillion invested over the previous decade. The seller had 114,000 staff working within the R&D division by the top of 2025. Huawei additionally reported 165,000 lively patents and greater than 260 licensing agreements as of the top of final yr.

Wanting forward, Huawei mentioned it should proceed to spend money on areas together with connectivity, computing, cloud, and AI, whereas constructing ecosystems round its Ascend and Kunpeng chips and HarmonyOS platform.

At MWC 2026 in Barcelona, Huawei’s president of provider enterprise, Eric Yang, argued that synthetic intelligence will basically reshape telecom networks, providers, and operations — and that carriers are uniquely positioned to seize that worth.

“AI will turn into dependable, increasingly dependable. And the flexibility will improve by 10 occasions. And there will likely be 900 billion brokers, AI brokers,” Yang mentioned throughout his presentation.

Yang mentioned operators should deal with three priorities: upgrading shopper and residential providers with AI to strengthen the core enterprise; delivering constant cross-device experiences to extend buyer stickiness; and optimizing inner operations to enhance effectivity earlier than extending AI capabilities to different industries.

The Huawei government described residence broadband as a core alternative. Utilizing AI brokers, prospects may handle community efficiency by way of voice instructions. For instance, when residence community high quality degrades, an AI agent may prioritize latency-sensitive purposes equivalent to gaming, check the community routinely, and both resolve the problem or generate a upkeep ticket and schedule a service go to.

He pointed to Chinese language operators already exploring such fashions, citing China Telecom for instance of upgrading VIP providers with fiber-to-room packages mixed with residence AI brokers.

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