Huawei : Le géant chinois traverse une passe difficile
Placé sur liste noire par les Américains, privé de puces électroniques, boycotté par les Européens, le géant chinois a vu ses revenus fondre et opère désormais un virage stratégique pour ne pas sombrer.
Huawei a enregistré une baisse de 38% de son chiffre d’affaires au deuxième trimestre, selon des résultats publiés vendredi par le géant chinois des télécoms, en butte à des sanctions commerciales des Etats-Unis. Le groupe de Shenzhen (sud) est au centre d’une intense rivalité technologique entre la Chine et les Etats-Unis, qui le soupçonnent d’espionnage potentiel au profit de Pékin.
L’ancienne administration Trumpa placé Huawei sur liste noire, interdisant aux entreprises américaines de lui vendre des technologies sensibles, notamment des microprocesseurs. Le groupe chinois se retrouve aussi coupé du système d’exploitation Android de Google, utilisé dans ses smartphones.
L’actuelle administration Biden n’a rien changé à la politique américaine envers Huawei.
Dans ce contexte, le groupe chinois a annoncé vendredi un chiffre d’affaires de 320,4 milliards de yuans (42 milliards d’euros) pour le premier semestre, en baisse de 29% sur un an. La marge bénéficiaire a atteint 9,8%, selon un communiqué de l’entreprise, qui n’a pas fourni de résultats financiers pour la période.
Soustraction faite des résultats annoncés pour le premier trimestre, le chiffre d’affaires du deuxième trimestre s’inscrit à 168,2 milliards de yuans (22 milliards d’euros), en baisse de 38% sur un an.
La branche produits de consommation, qui comprend les téléphones portables, a vu ses ventes reculer de 47% sur un an, à 135,7 milliards de yuans.
Les sanctions américaines ont forcé Huawei à se recentrer stratégiquement sur des secteurs comme les logiciels, l’informatique d’entreprises ou les véhicules intelligents.
« Notre objectif, c’est la survie », a reconnu dans un communiqué l’un des présidents tournants du groupe, Eric Xu. « Nous avons traversé une passe difficile et tous nos employés ont continué à avancer avec beaucoup de force et de détermination ».
Début 2020, Huawei était devenu le premier fabricant mondial de smartphones. Frappé par Washington, il ne figure plus parmi les cinq premiers mondiaux du secteur, y compris en Chine où il a longtemps dominé le marché, d’après le cabinet d’études Canalys.
Premier équipementier mondial pour la 5G, la cinquième génération de l’internet mobile, Huawei a vu son développement entravé aussi dans cette activité par les pressions des Etats-Unis, qui cherchent à convaincre leurs alliés de proscrire le groupe chinois.
Au premier semestre, les ventes dans ce secteur ont reculé de 14,2% sur un an, à 136,9 milliards de yuans.
L.T.
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