华为监事会主席郭平近日与新员工座谈，阐述了公司的战略方向与业务规划。1郭平表示，华为在ICT及计算领域的目标是成为英伟达。1
在大模型战略上，郭平强调不同业务对自研大模型需求存在差异。1他指出，对于终端业务和智能驾驶业务，华为最好拥有自研大模型；华为云则必须拥有自研大模型以维持竞争优势。1在半导体领域，华为通过架构创新弥补工艺不足，昇腾950系列有望通过这一创新在工艺受限情况下缩小与对手的差距。1
郭平表示，华为坚持聚焦连接与计算领域，不做卫星或太空业务。1供应链方面，他强调华为需要持续虚心向苹果学习供应链的竞争力、弹性与韧性。1谈及全球算力格局，郭平指出中国在算力方面相对落后，但在数据应用、推理应用及场景上具备优势。1
Huawei Supervisory Board Chairman Guo Ping recently met with new employees to discuss the company's strategic direction across artificial intelligence, semiconductors, and automotive businesses.1 In the ICT and computing sectors, Huawei's goal is to become Nvidia, according to Guo's remarks.1 He emphasized that different business units have differentiated needs for self-developed large language models, with terminal business and intelligent driving requiring proprietary models to enhance competitiveness, while Huawei Cloud must possess self-developed models to maintain its competitive edge.1
On semiconductors, Guo highlighted that Huawei is leveraging architectural innovation to compensate for process node constraints, with the Ascend 950 series expected to narrow the gap with competitors despite manufacturing limitations.1 The company remains focused on the connectivity and computing domains without plans to expand into satellite or space businesses, maintaining concentration on creating value for customers.1 Guo stressed that Huawei must continue learning humbly from Apple's supply chain competitiveness, resilience, and flexibility.1 He noted that while China lags in computing power, it holds advantages in data applications, inference applications, and use cases.1
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