上海交通大学硕士学位论文华为技术有限公司发展战略研究姓名:邹全申请学位级别:硕士专业:工商管理指导教师:王毅捷20090501PESTEFE/IFESWOTBCGTHERESEARCHONDEVELOPINGSTRATEGYOFHUAWEITECHNOLOGIESCO.,LTDABSTRACTAccompanyingChina’sTransformationandOpeningfor30years,itseconomyhasbeengrowingcontinuouslyinahealthyway.Asaresult,China’stelecomindustryhasbeendevelopingquicklyandfundamentallyatthesametime.Telecomindustryhasbecomeoneofthecorner-stoneindustriesduringChina’smodernizationconstruction.However,multi-nationalcompanieshavedominatedtheglobaltelecomequipmentmarketforalongperiodoftime.Theyweretakingtheleaderofmarketnomatterintechnologies,HRresources,operationalmanagement,orinmarketshare.Asthegrowthofsomedomestictelecomequipmentsuppliers,suchasHuawei,ZTE,DatangTelecometc.,andtheopportunitiesbroughtbytheglobalization,thesituationisbeingchanged.EspeciallyHuawei’sfastgrowthacceleratedthere-structuringofglobalanddomestictelecomequipmentmarket.HuaweihasbecometheTier1supplieroftelecomequipmentglobally.However,eventhoughHuaweihasgainedthedistinguishedachievementintheindustryglobally,comparedwithseveraltopleveltelecomequipmentsuppliers,there’restillsomegapsintermsofglobalmarketexploration,operationalmanagement,capitalmanagementandsustainabledevelopmentstrategyofcompany.Ontheotherhand,asthecompletionoftheM&Aamongglobaltelecomequipmentsuppliers,andthegrowthofdomesticcompetitorslikeZTE,Huaweiisfacingseriouscompetitionandchallenges.Howtoresolvecompany’sexistingproblem,howtomakecompanybiggerandstronger,howtodevelopinamorehealthywaytobecomeagloballeaderintheindustryarethemainquestionsthatHuawei’stopmanagementteamisthinking.ThispapertakesHuaweiTechnologiesastheobjectforstudying.Firstly,PESTModel,MichaelPorter’sFive-Force-ModelandIFE/EFEMatrixareappliedforanalyzingandevaluatingcompany’sexternalandinternalenvironment.Secondly,SWOTMatrixandBCGMatrixareappliedforanalyzingStrength,Weakness,OpportunityandThreatHuaweiisfacingduringitsglobalcompetition.Thirdly,accordingtotheresultoftheanalysis,theStrengtheningStrategyalongwithHorizontalConsolidationStrategyisraisedforcompany’sgeneralstrategy;goingdeepintoDifferentiationStrategyisraisedforcompany’scompetitivestrategy.Atthesametime,thekeyfactorsduringthecompany’sdevelopmentareanalyzedbyapplyingValueAnalysisandValueCurve.Finally,tobeabletothoroughlyimplementcompany’sstrategyduringthebusinessoperation,BalancedScoreCardisintroducedforplanningcompany’sAchievementTargetSystemintermsof“Finance”,“Customer”,“InternalProcess”and“LearningandGrowth”fouraspects,tosecuretheeffectoftheimplementation.Byusingtheauthenticbusinesscases,thepaperwillbemadeuseforreferencebyHuaweiandotherdomestictelecomequipmentsuppliers,toimprovetheircorecompetitivepowerandteam-buildingcapabilities.Italsohastheinstructivemeaningforstudyinghowtoinfluenceandimprovetheoverallcapabilityanddevelopingstrategyoftelecom-relatedindustrialchain.KEYWORDSHuaweiTechnologies;DevelopingStrategy;CompetitiveStrength;CoreCompetitiveCapability;DifferentiationStrategyMBA-1-1.12120061.567.51.1046424.756517373.684.618.301.37MBA-2-NGNlMSlPIPQoS(ASON)ADSL2+VDSLFTTxTD-SCDMA3G20093G1.2200820092MBA-3-200823346%75%72%75%20081702008IT200812172332007200844%230200716072%200811023346%20095%15%20%MBA-4-200767%75%200424%200750%2009300200920092009300200930028.8%530%200846%200748%200645%200540%20092009300200920098%12%20095%-Nortel96%4500020083com1MBA-5-CDMA220003200875%4MBA-6-1.3PESTEFE/IFESWOTBCG41-11-1Figure1-1TheConstructiveChartoftheDissertation-PESTSWOTBCGMBA-7-2.1HSDPA/WCDMA/EDGE/GPRS/GSM,CDMA20001xEV-DO/CDMA20001X,TD-SCDMAWiMAXIMS,MobileSoftswitch,NGNFTTx,xDSL,,LANSwitch(IN,mobiledataservice,BOSS)UMTS/CDMA843%2008629,6661002.22008¾¾Informa¾UMTS/HSPATelusBell¾2000ABIMBA-8-¾1737PCT2008()LTE10%2007¾¾GlobalMarine¾2007¾2007¾IPFMC2006¾8.8H3C49%¾UMTS¾2005¾¾¾BT21BT21(MSAN)2004¾TD-SCDMA¾Telfort25002003¾3Com2002¾5.522001MBA-9-¾7.5Avansys¾¾ITU2000¾¾11999¾20012003CMM4CMM51997¾GSM¾19981995¾151992¾1990¾PBX1988¾PBX2.32.3.1MBA-10-2.3.22.3.3¾¾¾¾¾MBA-11-3.1Political(Economic)(Social)(Technological)PESTPEST3.1.1198019992003MBA-12-WTO3.1.21MBA-13-10362MBA-14-321063G20081712840.34678.19.1%6.0850%5%3GTD-SCDMA3G1000GSM2G3GTD-SCDMA1001.52GCDMAC3002.32-3CDMA1.2CDMAGWCDMA3G3-12004-2008MBA-15-3-12004-2008Figure3-1TheStatisticof2004-2008ChinaTelecomSubscribers3G33103G-201053-22000-2008010,00020,00030,00040,00050,00060,00070,00020042005200620072008MBA-16-3610235075100163200020406080100120140160180200200020012002200320042005200620072008Subscriberbase(inmillion)Subscriberbase(inmillion)3-22000-2008Figure3-2TheStatisticof2000-2008IndiaMobileSubscribers3.1.3MBA-17-Internet1MBA-18-233G20093G3GTD-SCDMACDMA2000WCDMA3G3GTD-SCDMA3G4G3GMBA-19-3G28003G3G3G3GIT3.1.4202000MBA-20-207050%80%3.1.4.1181820194719581965208012~18MBA-21-1PDH20701985SONET207021500Mb/s10Gb/s22050207032090PCN3WWhoeverWhereverWhenever4INMBA-22-209011838183818431864187618791880189218962194819481950195119561957MBA-23-1958196220601969207032080208020901997683.1.4.2MBA-24-19829197810300019861994198721203G3G3G3GFTTH20103.390%FTTxPONMBA-25-1202IPSDHWDMDWDMxDSLFTTx+LANCABLE38042004383.260.3