Huawei continues to strengthen its AI and open-source ecosystem layout

1、 Stable business performance: double increase in revenue and profit, and record high R&D investment

Huawei's 2025 business data performance is impressive, showing a good overall trend of "stable revenue growth, improved profits, and increased research and development". Data shows that the company's global sales revenue for the year reached 880.9 billion yuan, a year-on-year increase of 2.18%, setting the second highest revenue since its establishment; The net profit was 68 billion yuan, a year-on-year increase of 8.67%, and the profit quality continued to optimize, demonstrating solid business strength.

In terms of R&D investment, Huawei still maintains a high intensity of investment, with R&D investment reaching 192.3 billion yuan in 2025, accounting for 21.8% of the annual revenue, setting a new high in nearly a decade. It is worth noting that Huawei's cumulative R&D investment in the past decade has reached 1.382 trillion yuan. The sustained huge R&D investment not only strengthens its own technological moat, but also provides sufficient funding and talent support for breakthroughs in AI core technology and open source ecosystem construction, demonstrating the company's "long-term" development philosophy. By the end of 2025, Huawei's R&D personnel will reach 114000, accounting for 53.7% of the total number of employees, with 165000 valid patents worldwide, and the proportion of 5G standard essential patents will remain the world's top.

2、 Strategic Focus: Intensify the core AI track and deepen the construction of open source ecosystem

On the basis of stable operation, Huawei will further clarify its strategic direction in 2025, focusing on the core AI track and open source ecosystem construction, and promoting the coordinated development of technological innovation and ecological openness. Huawei has deeply integrated AI technology into various business sectors, from computing power base to terminal applications, comprehensively promoting AI native layout, continuously iterating core computing power products such as Ascend AI chips and Kunpeng processors, and opening up AI related projects such as openPangu to accelerate the industrialization of AI technology.

In terms of open source ecosystem construction, Huawei adheres to the concept of "open source, co creation and win-win", and continues to give back the long-term accumulated software capabilities to the open source community. As a founding member or top member of more than 20 open source foundations worldwide, Huawei has become a core code contributor in more than 300 upstream communities. Among them, OpenHarmony has been open source for 5 years and has gathered over 9200 community contributors, contributing 130 million lines of code; Open source projects such as openEuler and openGauss continue to upgrade, building an independent and controllable open source ecosystem. In the next five years, Huawei plans to invest 15 billion RMB annually in ecological development expenses and 1500P of open-source community computing power to further improve the layout of the open-source ecosystem.

3、 Business sector: The explosion of intelligent automotive business and the steady progress of terminal business

Relying on AI technology empowerment and strategic layout, Huawei's core business segments are showing a collaborative development trend, with the intelligent automotive solutions business performing particularly well and becoming a new growth engine. Data shows that by 2025, Huawei's revenue from intelligent automotive solutions will increase by 72.1% year-on-year, reaching 45.018 billion yuan. Qiankun Car Optics and Qiankun Car Cloud will develop rapidly, with an annual shipment volume of over 38 million intelligent components and a delivery volume of 589000 units from HarmonyOS. Intelligent driving solutions have become industry benchmarks.

The terminal business maintained a steady growth trend, with annual revenue reaching 344.473 billion yuan, accounting for 39.1% of total revenue, achieving a leap from "scale recovery" to "high-quality growth". By 2025, Huawei's smartphone shipments in the Chinese market will reach 46.7 million units, regaining the annual shipment champion in the Chinese market after four years. The high-end market with a price of over 4000 yuan accounts for over 55%, and the foldable screen market share will reach 71.8%, firmly ranking first in the world. Meanwhile, tablets PC、 Smart screens and other full scenario devices have achieved double-digit growth, and the HarmonyOS ecosystem continues to mature, with over 50 million terminal devices equipped with HarmonyOS 6.0 and above versions.