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華為咬定美國市場

華為咬定美國市場

Michal Lev-Ram 2012-02-24
華為——這家來自中國的網絡與電信跨國公司和美國企業之間摩擦不斷。今天,它正告競爭對手,絕不放棄美國市場。

????上周,中國華為公司(Huawei)宣布斥資60億美元從博通(Broadcom)、高通(Qualcomm)和安華高科技(Avago Technologies)采購處理器和其他組件。這是華為向美國企業示好的最新舉措。過去幾年,華為一直在努力改變公司的形象,希望從一個不按規矩出牌的龐大、糟糕的網絡供應商,轉變成一家透明、守法和創新的科技企業。但對于這家中國公司的產品安全性,許多美國政府部門仍心存疑慮。此外,思科(Cisco)等美國競爭對手肯定會延續在海外市場的做法,想方設法阻止華為搶奪它們在美國本土市場的份額。

????華為北美研發部總經理約翰?羅斯接受采訪時表示,投資于創新是華為改變公司形象的關鍵。同時,他還稱,不論美國是否喜歡華為,他們都不會退出這個市場。筆者近期采訪了羅斯,并參觀了華為的硅谷研發中心,一探華為進軍美國市場的決心。

《財富》雜志(Fortune):華為與美國公司一直存在一些法律糾紛,同時也因為向伊朗和塔利班出售產品而備受譴責。那么,華為打算怎么改變這種形象?

????羅斯:人們總是從歷史的角度來看待華為和我們的事業,甚至用一種歧視和無知的態度來對待我們。而現在,我們已經開始著手圍繞創新來向外界傳達公司的形象。一方面,人們會聽到各種干擾視聽“雜音”,但另一方面,也會聽到關于華為創新的故事。1999年或2004年的時候,“雜音”中的一些信息或許確實存在,但在對行業運作方式和科技發展趨勢有了真正了解之后,許多假設自然不攻而破。如果當初有人試圖以“保護”之名阻止美國市場使用外國技術,我們今天也就不會有手機網絡了。我們也根本無法建設各種基礎設施,因為這些基礎設施全部來自跨國公司。即便美國自己的公司也覆蓋全球,它們的技術開發工作在其他國家進行,它們的產品制造可能與華為的產品一樣都由同一家工廠完成。即便美國不喜歡華為,華為依然會對美國保持耐心。如果最優秀的技術和最佳創新均源自華為,到那時,美國對華為的排斥將使其失去競爭優勢。我們只不過是諸多跨國企業中的一個,與公眾熟知的那些跨國企業沒有什么區別。只不過,你們對華為的了解還不夠。而我的工作就是幫助外界了解我們是誰,我們在做什么。

????Last week, China-based Huawei unveiled its latest effort to make nice with corporate America, announcing it will spend more than $6 billion on processors and other components from Broadcom (BRCM), Qualcomm (QCOM) and Avago Technologies (AVGO). The company has spent the last few years trying to reshape its image as a big, bad network provider that doesn't play by the rules into a transparent, law abiding and innovative technology player. But many government officials are still skeptical of the security of the Chinese company's products, and you can bet U.S. competitors like Cisco (CSCO) will do anything to keep Huawei from eating their lunch here (like they do abroad).

????John Roese, general manager of Huawei's North American R&D division says investing in innovation is the key to changing the company's image. But he also says that whether America likes them or not, Huawei is here to stay. I recently caught up with Roese -- and toured Huawei's Silicon Valley R&D center -- to find out more about the company's push into the U.S. market.

Fortune: You've had legal issues with U.S. companies and have been criticized for selling to Iran and the Taliban. How are you trying to change this image?

????Roese: There is a historical perspective and maybe even a biased and uninformed perspective of who Huawei is and what we do. We're now beginning to communicate our role around innovation. You can hear all of the noise, it's loud and very disruptive, but on the other side you start to hear a story about innovation. The information on the noise side might have been true in 1999 or 2004 but today if you really understand how the industry operates and what's going on in technology, many of those assumptions do not apply. If someone were to try and protect the US market from foreign technology none of us would have a cellular network. We wouldn't be able to build these infrastructures because these infrastructures come from global companies. Even the companies that are in the US are spread out across the globe -- their technologies are developed in other countries, their manufacturing is in the same factories that our manufacturing comes from. But we're very patient in the U.S. Even if you don't like us, at some point if the best technology and the best innovation is coming from Huawei, eventually it becomes a competitive disadvantage for your country to avoid it. We are just another global entity. We are just like any of the global entities that you know of. You just don't know us that well. My job is to try and help teach who we are and what we do.

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