{"id":2713,"date":"2026-04-06T23:54:58","date_gmt":"2026-04-06T16:54:58","guid":{"rendered":"https:\/\/taichinhphowall.com\/index.php\/2026\/04\/06\/huawei-va-cuoc-dua-ai-doanh-thu-cloud-khach-hang-ngoai-giam-3-5-tin-hieu-gi-cho-thi-truong-chung\/"},"modified":"2026-04-06T23:54:58","modified_gmt":"2026-04-06T16:54:58","slug":"huawei-va-cuoc-dua-ai-doanh-thu-cloud-khach-hang-ngoai-giam-3-5-tin-hieu-gi-cho-thi-truong-chung","status":"publish","type":"post","link":"https:\/\/taichinhphowall.com\/index.php\/2026\/04\/06\/huawei-va-cuoc-dua-ai-doanh-thu-cloud-khach-hang-ngoai-giam-3-5-tin-hieu-gi-cho-thi-truong-chung\/","title":{"rendered":"Huawei v\u00e0 Cu\u1ed9c \u0110ua AI: Doanh Thu Cloud Kh\u00e1ch H\u00e0ng Ngo\u1ea1i Gi\u1ea3m 3.5%, T\u00edn Hi\u1ec7u G\u00ec Cho Th\u1ecb Tr\u01b0\u1eddng Chung?"},"content":{"rendered":"
\n

B\u1eafc Kinh \u2013 T\u1eadp \u0111o\u00e0n c\u00f4ng ngh\u1ec7 Huawei c\u1ee7a Trung Qu\u1ed1c v\u1eeba c\u00f4ng b\u1ed1 k\u1ebft qu\u1ea3 kinh doanh n\u0103m 2025 v\u1edbi nhi\u1ec1u t\u00edn hi\u1ec7u tr\u00e1i chi\u1ec1u, \u0111\u1eb7c bi\u1ec7t trong b\u1ed1i c\u1ea3nh \u0111\u1ea9y m\u1ea1nh ph\u00e1t tri\u1ec3n chip tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) t\u1ef1 ch\u1ee7. Trong khi t\u1ed5ng doanh thu v\u00e0 l\u1ee3i nhu\u1eadn v\u1eabn t\u0103ng tr\u01b0\u1edfng, m\u1ea3ng \u0111i\u1ec7n to\u00e1n \u0111\u00e1m m\u00e2y (cloud computing) d\u00e0nh cho kh\u00e1ch h\u00e0ng b\u00ean ngo\u00e0i l\u1ea1i ghi nh\u1eadn m\u1ee9c gi\u1ea3m \u0111\u00e1ng ch\u00fa \u00fd, \u0111\u1eb7t ra c\u00e2u h\u1ecfi l\u1edbn v\u1ec1 kh\u1ea3 n\u0103ng c\u1ea1nh tranh v\u00e0 ti\u1ec1m n\u0103ng c\u1ee7a c\u00e1c \u00f4ng l\u1edbn c\u00f4ng ngh\u1ec7 Trung Qu\u1ed1c tr\u00ean th\u1ecb tr\u01b0\u1eddng chung<\/a> to\u00e0n c\u1ea7u.<\/p>\n

\"tin<\/p>\n

Ph\u00e2n t\u00edch bi\u1ebfn \u0111\u1ed9ng: \u0110i\u1ec3m s\u00e1ng v\u00e0 g\u00f3c khu\u1ea5t trong b\u1ee9c tranh t\u00e0i ch\u00ednh Huawei 2025<\/h2>\n

N\u0103m 2025, Huawei b\u00e1o c\u00e1o t\u1ed5ng doanh thu \u0111\u1ea1t 880.9 t\u1ef7 nh\u00e2n d\u00e2n t\u1ec7 (NDT), t\u0103ng 2% so v\u1edbi n\u0103m tr\u01b0\u1edbc. L\u1ee3i nhu\u1eadn r\u00f2ng c\u0169ng ghi nh\u1eadn m\u1ee9c t\u0103ng kho\u1ea3ng 8%, \u0111\u1ea1t 68 t\u1ef7 NDT. D\u00f9 v\u1eady, nh\u1eefng con s\u1ed1 n\u00e0y cho th\u1ea5y m\u1ed9t t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng kh\u00e1 khi\u00eam t\u1ed1n so v\u1edbi k\u1ef3 v\u1ecdng, \u0111\u1eb7c bi\u1ec7t khi Huawei \u0111ang d\u1ed3n l\u1ef1c v\u00e0o c\u00e1c l\u0129nh v\u1ef1c chi\u1ebfn l\u01b0\u1ee3c nh\u01b0 AI v\u00e0 cloud \u0111\u1ec3 v\u01b0\u1ee3t qua c\u00e1c l\u1ec7nh tr\u1eebng ph\u1ea1t c\u1ee7a M\u1ef9.<\/p>\n

\u0110i\u1ec3m \u0111\u00e1ng ch\u00fa \u00fd nh\u1ea5t n\u1eb1m \u1edf m\u1ea3ng \u0111i\u1ec7n to\u00e1n \u0111\u00e1m m\u00e2y. Doanh thu t\u1eeb kh\u00e1ch h\u00e0ng b\u00ean ngo\u00e0i \u0111\u00e3 gi\u1ea3m 3.5% xu\u1ed1ng c\u00f2n 32.16 t\u1ef7 NDT (t\u01b0\u01a1ng \u0111\u01b0\u01a1ng 4.6 t\u1ef7 USD) v\u00e0o n\u0103m 2025. M\u1eb7c d\u00f9 m\u1ea3ng n\u00e0y ch\u1ec9 chi\u1ebfm ch\u01b0a \u0111\u1ebfn 4% t\u1ed5ng doanh thu c\u1ee7a Huawei, c\u00f4ng ty v\u1eabn l\u00e0 nh\u00e0 cung c\u1ea5p d\u1ecbch v\u1ee5 \u0111\u00e1m m\u00e2y l\u1edbn th\u1ee9 hai t\u1ea1i Trung Qu\u1ed1c \u0111\u1ea1i l\u1ee5c. Trong khi \u0111\u00f3, doanh thu \u0111\u00e1m m\u00e2y t\u1ed5ng th\u1ec3 (bao g\u1ed3m c\u1ea3 kh\u00e1ch h\u00e0ng n\u1ed9i b\u1ed9) v\u1eabn t\u0103ng 4.8%, \u0111\u1ea1t 72.8 t\u1ef7 NDT, cho th\u1ea5y nhu c\u1ea7u n\u1ed9i b\u1ed9 v\u1eabn m\u1ea1nh m\u1ebd nh\u01b0ng kh\u1ea3 n\u0103ng m\u1edf r\u1ed9ng th\u1ecb tr\u01b0\u1eddng b\u00ean ngo\u00e0i \u0111ang g\u1eb7p kh\u00f3 kh\u0103n.<\/p>\n

Ph\u00e2n kh\u00fac h\u1ea1 t\u1ea7ng c\u00f4ng ngh\u1ec7 th\u00f4ng tin v\u00e0 truy\u1ec1n th\u00f4ng (ICT) ch\u00ednh, n\u01a1i c\u00e1c gi\u1ea3i ph\u00e1p chip AI Ascend t\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a Huawei (nh\u1eb1m c\u1ea1nh tranh v\u1edbi Nvidia) \u0111\u01b0\u1ee3c t\u00edch h\u1ee3p, c\u0169ng ch\u1ee9ng ki\u1ebfn t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng ch\u1eadm l\u1ea1i \u0111\u00e1ng k\u1ec3. M\u1ea3ng n\u00e0y ch\u1ec9 t\u0103ng 2.6% trong n\u0103m 2025, gi\u1ea3m m\u1ea1nh so v\u1edbi m\u1ee9c 4.9% c\u1ee7a n\u0103m 2024. T\u1ed5ng doanh thu ICT c\u1ee7a Huawei \u0111\u1ea1t 375.01 t\u1ef7 NDT.<\/p>\n

S\u1ef1 s\u1ee5t gi\u1ea3m doanh thu \u0111\u00e1m m\u00e2y c\u1ee7a Huawei \u0111\u1ed1i v\u1edbi kh\u00e1ch h\u00e0ng b\u00ean ngo\u00e0i di\u1ec5n ra trong b\u1ed1i c\u1ea3nh c\u00e1c \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh \u0111ang b\u1ee9t ph\u00e1. Alibaba Cloud, nh\u00e0 cung c\u1ea5p \u0111\u00e1m m\u00e2y l\u1edbn nh\u1ea5t Trung Qu\u1ed1c, b\u00e1o c\u00e1o doanh thu m\u1ea3ng n\u00e0y t\u0103ng 36%, \u0111\u1ea1t 43.28 t\u1ef7 NDT v\u00e0o n\u0103m 2025. Tencent c\u0169ng ghi nh\u1eadn doanh thu d\u1ecbch v\u1ee5 doanh nghi\u1ec7p t\u0103ng 22% nh\u1edd d\u1ecbch v\u1ee5 \u0111\u00e1m m\u00e2y trong v\u00e0 ngo\u00e0i n\u01b0\u1edbc. \u0110\u1eb7c bi\u1ec7t, ByteDance, c\u00f4ng ty m\u1eb9 c\u1ee7a TikTok, \u0111ang ph\u00e1t tri\u1ec3n nhanh ch\u00f3ng m\u1ea3ng kinh doanh \u0111\u00e1m m\u00e2y AI t\u1ea1i Trung Qu\u1ed1c, th\u1eadm ch\u00ed c\u00f3 b\u00e1o c\u00e1o v\u1ec1 vi\u1ec7c t\u0103ng c\u01b0\u1eddng ti\u1ebfp c\u1eadn chip Nvidia th\u00f4ng qua h\u1ee3p t\u00e1c v\u1edbi m\u1ed9t trung t\u00e2m d\u1eef li\u1ec7u t\u1ea1i Malaysia. ByteDance v\u00e0 Alibaba c\u0169ng \u0111\u01b0\u1ee3c cho l\u00e0 \u0111ang \u0111\u1eb7t h\u00e0ng chip AI m\u1edbi c\u1ee7a Huawei, m\u1ed9t t\u00edn hi\u1ec7u t\u00edch c\u1ef1c nh\u01b0ng ch\u01b0a \u0111\u1ee7 \u0111\u1ec3 b\u00f9 \u0111\u1eafp s\u1ef1 suy gi\u1ea3m chung.<\/p>\n

Tr\u00ean ph\u1ea1m vi to\u00e0n c\u1ea7u, chi ti\u00eau cho d\u1ecbch v\u1ee5 h\u1ea1 t\u1ea7ng \u0111\u00e1m m\u00e2y \u0111\u00e3 t\u0103ng 29% trong qu\u00fd IV, \u0111\u00e1nh d\u1ea5u qu\u00fd th\u1ee9 s\u00e1u li\u00ean ti\u1ebfp th\u1ecb tr\u01b0\u1eddng t\u0103ng tr\u01b0\u1edfng h\u01a1n 20%, theo Omdia. T\u1ed5 ch\u1ee9c n\u00e0y d\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng \u0111\u00e1m m\u00e2y to\u00e0n c\u1ea7u s\u1ebd \u0111\u1ea1t 27% v\u00e0o n\u0103m 2026, cho th\u1ea5y s\u1ef1 ch\u1eadm l\u1ea1i c\u1ee7a Huawei kh\u00f4ng ph\u1ea3i l\u00e0 xu h\u01b0\u1edbng chung c\u1ee7a ng\u00e0nh.<\/p>\n

Nh\u1eefng m\u1ea3ng kinh doanh kh\u00e1c v\u00e0 chi\u1ebfn l\u01b0\u1ee3c \u0111\u1ea7u t\u01b0<\/h2>\n

M\u1eb7c d\u00f9 g\u1eb7p kh\u00f3 kh\u0103n \u1edf m\u1ea3ng cloud v\u00e0 chip AI kh\u00e1ch h\u00e0ng b\u00ean ngo\u00e0i, Huawei v\u1eabn th\u1ec3 hi\u1ec7n s\u1ef1 ki\u00ean c\u01b0\u1eddng \u1edf m\u1ed9t s\u1ed1 l\u0129nh v\u1ef1c kh\u00e1c. N\u0103m ngo\u00e1i, h\u00e3ng \u0111\u1ee9ng \u0111\u1ea7u th\u1ecb tr\u01b0\u1eddng smartphone Trung Qu\u1ed1c v\u1ec1 l\u01b0\u1ee3ng xu\u1ea5t x\u01b0\u1edfng, t\u0103ng 1.7%. Tuy nhi\u00ean, Huawei \u0111\u00e3 m\u1ea5t d\u1ea7n v\u1ecb th\u1ebf v\u00e0o tay Apple v\u00e0o cu\u1ed1i n\u0103m 2025 sau khi iPhone 17 ra m\u1eaft.<\/p>\n

\u0110\u01a1n v\u1ecb gi\u1ea3i ph\u00e1p \u00f4 t\u00f4 th\u00f4ng minh c\u1ee7a Huawei ghi nh\u1eadn doanh thu 45.02 t\u1ef7 NDT, nh\u01b0ng t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng \u0111\u00e3 ch\u1eadm l\u1ea1i \u0111\u00e1ng k\u1ec3, ch\u1ec9 c\u00f2n 72% so v\u1edbi m\u1ee9c \u1ea5n t\u01b0\u1ee3ng 474.4% v\u00e0o n\u0103m 2024. \u0110i\u1ec1u n\u00e0y cho th\u1ea5y giai \u0111o\u1ea1n b\u00f9ng n\u1ed5 ban \u0111\u1ea7u c\u1ee7a xe \u0111i\u1ec7n c\u00f3 th\u1ec3 \u0111\u00e3 qua, v\u00e0 Huawei \u0111ang b\u01b0\u1edbc v\u00e0o giai \u0111o\u1ea1n c\u1ea1nh tranh gay g\u1eaft h\u01a1n.<\/p>\n

Trong n\u1ed7 l\u1ef1c duy tr\u00ec v\u1ecb th\u1ebf c\u00f4ng ngh\u1ec7, Ch\u1ee7 t\u1ecbch lu\u00e2n phi\u00ean c\u1ee7a Huawei, b\u00e0 Sabrina Meng, x\u00e1c nh\u1eadn r\u1eb1ng c\u00f4ng ty \u0111\u00e3 chi k\u1ef7 l\u1ee5c 192.3 t\u1ef7 NDT cho nghi\u00ean c\u1ee9u v\u00e0 ph\u00e1t tri\u1ec3n (R&D), chi\u1ebfm 21.8% t\u1ed5ng doanh thu. Kho\u1ea3n \u0111\u1ea7u t\u01b0 kh\u1ed5ng l\u1ed3 n\u00e0y nh\u1ea5n m\u1ea1nh cam k\u1ebft c\u1ee7a Huawei trong vi\u1ec7c ph\u00e1t tri\u1ec3n c\u00f4ng ngh\u1ec7 t\u1ef1 ch\u1ee7, \u0111\u1eb7c bi\u1ec7t l\u00e0 trong l\u0129nh v\u1ef1c AI, \u0111\u1ec3 \u0111\u1ed1i ph\u00f3 v\u1edbi c\u00e1c h\u1ea1n ch\u1ebf c\u00f4ng ngh\u1ec7 t\u1eeb Hoa K\u1ef3.<\/p>\n

H\u00e0m \u00fd cho Th\u1ecb tr\u01b0\u1eddng chung<\/h2>\n

K\u1ebft qu\u1ea3 kinh doanh c\u1ee7a Huawei ph\u1ea3n \u00e1nh m\u1ed9t th\u00e1ch th\u1ee9c l\u1edbn h\u01a1n \u0111\u1ed1i v\u1edbi ng\u00e0nh c\u00f4ng ngh\u1ec7 Trung Qu\u1ed1c trong b\u1ed1i c\u1ea3nh c\u0103ng th\u1eb3ng \u0111\u1ecba ch\u00ednh tr\u1ecb v\u00e0 cu\u1ed9c \u0111ua AI to\u00e0n c\u1ea7u. Vi\u1ec7c M\u1ef9 h\u1ea1n ch\u1ebf c\u00e1c c\u00f4ng ty Trung Qu\u1ed1c ti\u1ebfp c\u1eadn chip Nvidia ti\u00ean ti\u1ebfn nh\u1ea5t \u0111\u00e3 bu\u1ed9c B\u1eafc Kinh ph\u1ea3i \u0111\u1ea9y m\u1ea1nh s\u1ef1 t\u1ef1 ch\u1ee7 v\u1ec1 c\u00f4ng ngh\u1ec7.<\/p>\n

S\u1ef1 s\u1ee5t gi\u1ea3m doanh thu cloud t\u1eeb kh\u00e1ch h\u00e0ng b\u00ean ngo\u00e0i c\u1ee7a Huawei, trong khi c\u00e1c \u0111\u1ed1i th\u1ee7 trong n\u01b0\u1edbc v\u00e0 to\u00e0n c\u1ea7u v\u1eabn ph\u00e1t tri\u1ec3n m\u1ea1nh m\u1ebd, cho th\u1ea5y vi\u1ec7c t\u1ef1 ph\u00e1t tri\u1ec3n chip AI v\u00e0 x\u00e2y d\u1ef1ng h\u1ec7 sinh th\u00e1i cloud v\u1eefng ch\u1eafc l\u00e0 m\u1ed9t ch\u1eb7ng \u0111\u01b0\u1eddng d\u00e0i v\u00e0 t\u1ed1n k\u00e9m. N\u00f3 c\u0169ng \u0111\u1eb7t ra c\u00e2u h\u1ecfi v\u1ec1 kh\u1ea3 n\u0103ng m\u1edf r\u1ed9ng quy m\u00f4 qu\u1ed1c t\u1ebf c\u1ee7a c\u00e1c gi\u1ea3i ph\u00e1p c\u00f4ng ngh\u1ec7 Trung Qu\u1ed1c khi ph\u1ea3i \u0111\u1ed1i m\u1eb7t v\u1edbi \u00e1p l\u1ef1c c\u1ea1nh tranh v\u00e0 r\u00e0o c\u1ea3n ch\u00ednh tr\u1ecb.<\/p>\n

\u0110\u1ed1i v\u1edbi th\u1ecb tr\u01b0\u1eddng chung, c\u00e2u chuy\u1ec7n c\u1ee7a Huawei l\u00e0 m\u1ed9t minh ch\u1ee9ng cho s\u1ef1 bi\u1ebfn \u0111\u1ed9ng v\u00e0 \u0111\u1ecbnh h\u00ecnh l\u1ea1i chu\u1ed7i cung \u1ee9ng c\u00f4ng ngh\u1ec7 to\u00e0n c\u1ea7u. C\u00e1c kho\u1ea3n \u0111\u1ea7u t\u01b0 R&D kh\u1ed5ng l\u1ed3 c\u1ee7a Huawei cho th\u1ea5y quy\u1ebft t\u00e2m kh\u00f4ng ng\u1eebng ngh\u1ec9, nh\u01b0ng th\u00e0nh c\u00f4ng s\u1ebd ph\u1ee5 thu\u1ed9c v\u00e0o kh\u1ea3 n\u0103ng chuy\u1ec3n \u0111\u1ed5i nh\u1eefng kho\u1ea3n \u0111\u1ea7u t\u01b0 \u0111\u00f3 th\u00e0nh c\u00e1c s\u1ea3n ph\u1ea9m v\u00e0 d\u1ecbch v\u1ee5 c\u1ea1nh tranh tr\u00ean m\u1ed9t th\u1ecb tr\u01b0\u1eddng ng\u00e0y c\u00e0ng ph\u1ee9c t\u1ea1p.<\/p>\n

Bi\u00ean t\u1eadp: Ph\u1ed1 Wall (Theo ngu\u1ed3n g\u1ed1c)<\/i><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

B\u1eafc Kinh \u2013 T\u1eadp \u0111o\u00e0n c\u00f4ng ngh\u1ec7 Huawei c\u1ee7a Trung Qu\u1ed1c v\u1eeba c\u00f4ng b\u1ed1 k\u1ebft qu\u1ea3 kinh doanh n\u0103m 2025 v\u1edbi nhi\u1ec1u t\u00edn hi\u1ec7u tr\u00e1i chi\u1ec1u, \u0111\u1eb7c bi\u1ec7t trong b\u1ed1i c\u1ea3nh \u0111\u1ea9y m\u1ea1nh ph\u00e1t tri\u1ec3n chip tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) t\u1ef1 ch\u1ee7. Trong khi t\u1ed5ng doanh thu v\u00e0 l\u1ee3i nhu\u1eadn v\u1eabn t\u0103ng tr\u01b0\u1edfng, m\u1ea3ng […]<\/p>\n","protected":false},"author":1,"featured_media":2710,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[43],"tags":[],"class_list":["post-2713","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-thi-truong-chung-khoan"],"_links":{"self":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/2713","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/comments?post=2713"}],"version-history":[{"count":0,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/posts\/2713\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media\/2710"}],"wp:attachment":[{"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/media?parent=2713"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/categories?post=2713"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taichinhphowall.com\/index.php\/wp-json\/wp\/v2\/tags?post=2713"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}