华为轮值董事长罕见在美国《时代》杂志刊文

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近日,美国《时代》杂志刊发华为轮值董事长徐直军的署名文章,该文讲述其1993年入职华为,三十多年亲历的创新之路:从程控交换机起步,经IPD变革、分布式基站与SingleRAN确立移动通信领先,到2012实验室孵化5G、自动驾驶与昇腾芯片,华为如何靠人才和持续研发投入实现全球引领。TIME以下是原文,观察者网翻译,未经作

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近日,美国《时代》杂志刊发华为轮值董事长徐直军的署名文章,该文讲述其1993年入职华为,三十多年亲历的创新之路:从IPD变革、

TIME

以下是原文,观察者网翻译,未经作者确认:

1993年5月,我博士学业即将结束,去深圳找工作。在朋友家里,我随手翻看《深圳特区报》,一则华为的整版招聘广告一下子吸引了我。广告上特别写明,要招硕士和博士。这有点反常。作为中国改革开放的前沿,深圳当时是加工贸易的聚集地,很少有企业招高学历人才。出于好奇,第二天我就去面试了,结果拿到了录用通知。

临近毕业,我手里已经有好几个录用通知,但华为的那份与众不同。他们的人力资源经理每周都给我打电话,说一切都准备好了,就等着我过去。这份尊重、这种急切,再加上承诺的薪水是我博士生导师的五倍,让选择变得毫无悬念。我选择了华为。

8月入职后我才发现,公司600名员工中,有200多人是研发工程师,还有一大批研究生。同年入职的博士就有五位。这在中国任何地方都难以想象,深圳尤其如此,因为当时全国每年毕业的博士也只有约2000人。华为在创业初期就在人才上下如此重注,清楚表明了它对创新的执着和面向未来的投入。

当时,研发团队正在做数字

这里就藏着机会。当时,中心城市周边散布着大量地理上分散的乡镇和村庄。每个点都建一套完整的交换机,在经济上不划算;用铜缆连接偏远地区,不仅成本高昂,还容易造成信号衰减。

客户很认可这个方案。我们就是这样在与西方老牌厂商的正面竞争中快速做大了业务,而这些厂商无一例外都与我们的客户建有合资企业。我们的产品更便宜,每线大约1000元,利润率还超过20%。这支撑了华为的快速增长,也给了我们急需的现金流。短短十年间(1993—2002),员工人数增长到2.2万人,其中研发工程师超过1万人,收入逼近40亿美元。

许多美国领先企业都是从小做起的。它们靠自己闯荡,一步一步摸索前行,靠卖产品赚钱,再把赚来的钱投回研发。它们正是“自力更生、白手起家”精神的生动写照。华为同样如此。

2002年,我意外地被安排负责一项名为“集成产品开发(IPD)”的重大变革项目。2005年,我被任命为

IPD从根本上改变了我们开发产品和进行研发投资决策的方式,也彻底重塑了我们的研发结构。变革之前,我们在研发上的成功高度依赖个别特别优秀的人才,能否做出高质量产品带有很大的偶然性。IPD变革为我们建立起一套体系,使我们能够稳定地交付满足客户需求、富有竞争力的高质量产品。

IPD是我们创始人

变革于1999年启动。起初我只是众多参与者之一;直到2002年,我被委以主导权,与IBM顾问并肩推动变革,把IPD流程推广到整个研发体系。

十年间,我们建立起更高效的研发投资决策流程、集成产品开发流程,以及相应的组织架构、能力和IT系统——统称为IPD管理体系。正是这套体系,让我们不仅能够管理一支不断壮大的研发队伍(从当时的1万人增长到如今的11万人),还能持续交付满足客户不断变化需求的创新产品。

1997年到2006年,华为向IBM支付了近6亿美元的咨询费。这很可能是中国历史上规模最大的单笔企业咨询项目。

2003年,我被任命为无线产品线总裁。当时这个部门只有2000多人,正在研发3G产品。我的使命,是推动华为从固定网络设备供应商,转变为同时提供固定和移动网络设备的供应商。由于中国一再推迟发放3G牌照,我们被迫转向海外拓展市场。

当时,余承东负责

这个方案遭到许多运营商和设备商的抵触,但最终成为如今3G、4G、5G基站的标准形态。

为了在即将到来的数字信息洪流中找到我们的“诺亚方舟”,我们加强了基础研究。

我们早在2009年就启动了5G研究,最终成为5G标准的主要贡献者和全球最大的5G专利持有者之一,巩固了华为在该领域的全球领先地位。2012年,我主导在

得益于

1993年,我加入华为从事研发,职业生涯的绝大部分时间,都在见证、参与并引领华为的创新之路——这也是我们研发团队数十万人共同走过的路。

我们对人才的承诺,背后有

所有这些因素,让华为能够不断突破产品的极限,在高度竞争的市场中推出一个又一个有竞争力的产品,成长壮大。

徐直军

2026年9月29日

以下为英文原文:

Back in May 1993, as I was wrapping up my Ph.D., I took a trip to Shenzhen to look for work. While at a friend's house, I was flipping through theShenzhen Special Zone Dailyand was immediately drawn to a full-page recruitment ad from Huawei. It specifically highlighted that they were looking for people with a master's degree or doctorate. It was odd. As the frontier of China's reform and opening up, Shenzhen was a hub for processing and trade, and very few companies were hiring people with higher education. Out of curiosity, the next day I went for an interview and ended up getting offered a job.

As the day of my graduation neared, I had already received several offers but the one from Huawei stood out. Their HR manager would call me every week, saying everything was ready and they were expecting me. The respect they showed me, the urgency of their calls, and the promise of a salary five times more than that of my Ph.D. supervisor made the decision easy. I chose Huawei.

When I came onboard in August, I realized that, of the company's 600 employees, more than 200 were R&D engineers, as well as a ton of postgraduates. Five Ph.D.s joined that same year. It was unimaginable anywhere in China, especially in Shenzhen, because the entire country was producing only about 2,000 Ph.D. graduates a year. Huawei's huge bets on talent in its early years were a clear sign of its commitment to innovation and forward-looking investment.

Back then, the R&D team was working on digital stored program control switches. As China's economy soared, demand for household and office phones far outstripped supply. For years, getting a phone line installed was difficult and expensive. Switches from Western vendors were available in China, but they used a wide range of incompatible standards and went for about 3,000 Chinese yuan per line. That was a fortune at the time.

This presented an opportunity. Back then, major urban centers were surrounded by geographically dispersed townships and villages. Setting up a complete switch for each location didn't make economic sense, and connecting distant communities with copper was both expensive and prone to signal loss. So, we came up with a fiber-connected remote switching module, which allowed for a single centralized system to provide network coverage for an entire county.

Our customers liked it. And that's how we managed to rapidly grow our business in a head-to-head race with established Western vendors, all of whom had joint ventures with our customers. Our product was cheaper, around 1,000 yuan per line, with a profit margin higher than 20%. This helped sustain Huawei's rapid growth and gave us much-needed cash flow. In a short span of ten years (1993–2002), our headcount climbed to 22,000, including over 10,000 R&D engineers, and revenue was closing in on $4 billion.

Many leading U.S. companies started out small. They struck out on their own, probing forward one step at a time, selling products to make money, and investing it back into R&D. They epitomized the ethos of "pulling yourself up by your bootstraps." And the same can be said for Huawei.

In 2002, I was unexpectedly put in charge of a major transformation program called Integrated Product Development (IPD). Then in 2005, I was appointed the chair of the Investment Review Board (IRB), a role that oversees all of the company's product investments. When I became rotating CEO in 2011, I handed over the IPD-related responsibilities, but even now I still devote a lot of my time to keeping IPD up-to-date and driving Huawei's business development.

IPD was a game changer in how we developed products and made R&D investment decisions. It also completely reshaped our R&D structure. Prior to this transformation, our R&D successes were highly dependent on individual outperformers, and high-quality products were a matter of chance. The IPD transformation put systems in place for us to reliably deliver competitive, quality products that meet our customers' needs.

IPD was the brainchild of our founder Ren Zhengfei. In 1997, he visited several U.S. tech companies and was inspired by the way they developed their products. Following this visit, he brought on IBM as a consultant to help us design and execute a sweeping transformation across our R&D investment decision processes, organization, and culture.

The transformation kicked off in 1999. I was one of many participants in the program until 2002, when I was given the reins to work alongside IBM consultants and drive the transformation forward, rolling out the IPD process across all of R&D.

Over the course of a decade, we developed a more efficient decision-making process for R&D investment, a process for integrated product development, and the corresponding organizational structures, capabilities, and IT systems – collectively called the IPD Management System. It's this system that has enabled us to not only manage an ever-expanding R&D team (from 10,000 members then to 110,000 today) but keep delivering innovative products that meet our customers' evolving needs.

From 1997 to 2006, Huawei paid IBM nearly $600 million in consulting fees. This may very well be the largest single corporate consulting engagement in China's history.

In 2003, I was appointed president of the Wireless Product Line. At the time, the division had just over 2,000 people, and was working on 3G products. My mission was to transform Huawei from a fixed-network equipment supplier to a provider of both fixed and mobile network equipment. As China kept delaying the issuance of 3G licenses, we were forced to pursue market expansion overseas.

Back then, Richard Yu was responsible for

The solution was met with resistance from many carriers and equipment vendors, but it eventually became standard for the 3G, 4G, and 5G base stations we see today. Richard also proposed integrating 2G and 3G into a single base station during a discussion with Telefónica Germany. Later, in collaboration with Vodafone, we launched

To find our Noah's Ark amid the coming flood of digital information, we strengthened our basic research efforts. In 2011, we consolidated the company's research teams into a new organization—2012 Labs, named after the film2012: Doomsday. It would serve as a platform for investment in sustained innovation, including basic research, core technologies, and engineering capabilities. At the same time, we changed our R&D investment model: Part of 2012 Labs' funding would come from the company, and the rest from its business units. From day one, I have been shaping the Labs' organization, team, capabilities, and future-oriented research projects. Autonomous driving, 5G, and Ascend were all incubated there.

We began researching 5G as early as 2009, ultimately becoming a major contributor to 5G standards and one of the world's largest holders of 5G patents, cementing Huawei's global leadership in the field. In 2012, I led the establishment of the Internet of Vehicles Lab under 2012 Labs to conduct research on future automotive technologies, a move that led to our autonomous driving solutions, and laid the foundation for our leadership in that domain. In 2016, the Labs began researching AI, securing us a place in the race to come.

Thanks to the Labs' pioneering basic research, technology readiness, and engineering capabilities, Huawei has been able to continuously launch innovative products and solutions that keep ahead of market demand.

I joined Huawei in 1993 to work in R&D, and have spent the vast majority of my career witnessing, taking part in, and leading Huawei's innovation journey—one shared by hundreds of thousands of people in our R&D team.

Our commitment to talent is backed by a benefit-sharing mechanism that gives virtually every qualified employee an equity stake. We invest more than 10% of our annual revenue back into R&D, with a total R&D spend of more than $270 billion (1.8 trillion yuan) from 2007 to 2025. We have the utmost respect for others' intellectual property while protecting our own, with 245,000 patents granted to Huawei to date. Our system for effectively managing R&D investments has helped us bring together a large swathe of incredible engineers, laying a solid foundation for sustained innovation.

All of these factors have enabled Huawei to keep pushing the limits of our products, launching one competitive offering after another to grow and thrive in highly competitive markets.

Eric Xu
Deputy Chairman, Rotating Chairman
September 29, 2026

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    财联社11月13日讯(编辑 赵昊)英伟达首席执行官黄仁勋突然辞职,引发了一个令人担忧的问题:如果这家芯片巨头陷入困境,冲击会不会沿着它为支撑人工智能(AI)热潮而搭建的、环环相扣的金融网络蔓延?为推动AI行业发展,英伟达已向其他企业作出数千亿美元的财务承诺,获得了“AI央行”的称号。因此,一旦英伟达出现严重问...

    来源 腾讯网
  15. 黄仁勋出局,英伟达5000亿美元AI融资计划也悬了

    英伟达创始人兼首席执行官黄仁勋的突然离职,令这家芯片巨头一项雄心勃勃的AI融资计划陷入更深的不确定性。这项由黄仁勋亲自主导、联合华尔街六大资产管理巨头打造的5000亿美元AI计算基础设施融资平台,在黄仁勋出局之前便已问题重重,如今前景更加扑朔迷离。据彭博社11月13日报道,知情人士透露,在过去数月内未能促成任何...

    来源 腾讯网
  16. 黄仁勋辞任CEO,英伟达任命克雷斯为临时CEO

    黄仁勋离职后,英伟达新任董事会主席哈维·琼斯(Harvey C. Jones)于周四向员工发送电子邮件,以下是信件的全文内容:亲爱的英伟达员工:我写这封信是为了分享一项重要人事变动。黄仁勋已辞去首席执行官及董事会成员职务,董事会已要求首席财务官科莱特·克雷斯(Colette Kress)出任临时首席执行官,同时启动永久

    来源 腾讯网
  17. 黄仁勋卸任英伟达CEO:33年掌舵结束,临时CEO克雷斯接棒

    英伟达的黄仁勋时代落幕了。 11月12日,黄仁勋辞去英伟达总裁、首席执行官及董事职务,结束了长达33年的掌舵生涯。公司执行副总裁兼首席财务官科莱特·克雷斯(Colette Kress)出任临时CEO,直至正式继任者确定。 自1993年英伟达创立以来,黄仁勋几乎就是这家公司的代名词。英伟达长期采用高度扁平化的管理架构,约

    来源 AI 行业观察
  18. 问界新M8研发砸15亿:126项技术创新,搭ADS 5

    IT之家 11 月 13 日现场消息,鸿蒙智行问界新 M8 上市发布会于今日举行,华为常务董事、产品投资评审委员会主任、终端 BG 董事长余承东上台发表演讲。 余承东表示,华为在问界新 M8 上研发投入超 15 亿元,实现技术创新 126 项,为用户带来了更豪华的空间、更强大的智能、更旗舰的底盘和驱动、更长的续航更快的

    来源 AI 行业观察
  19. 黄仁勋卸任英伟达CEO,Hugging Face掌门人喊话守住开源

    英伟达 11 月 12 日宣布掌门人黄仁勋即刻卸任总裁、CEO 与董事三职。消息刚落,Hugging Face 首席执行官克莱芒·德朗格就在领英写下长文。他连用两个"糟透了"表达错愕:"我真希望这一切从未发生,这真是令人无比难过的一天",并承诺公司将"比以往更努力"地守住开源人工智能,强调此刻"不能放慢脚步",开源阵营

    来源 AI 开发者社区
  20. UCIe 4.0规范发布:新增片上存储链路,数据效率93.75%

    IT之家 11 月 13 日消息,UCIe 联盟当地时间 12 日发布了该芯粒互连规范的 4.0 版本。最新的迭代将 UCIe 架构从芯片级接口设计扩展到满足将多个芯片集成到统一的封装系统的关键要求。 UCIe 4.0 引入了标准的片上存储器链路,UCIe.mem 协议简化了 SoC 与存储器逻辑裸片间的集成,实现了高

    来源 AI 行业观察
  21. 黄仁勋辞任英伟达CEO:委员会拍板或拖慢决策,美国开源AI恐成输家

    SemiAnalysis创始人Dylan Patel指出,失去“创始人模式”的英伟达恐陷入“委员会决策”的低效泥潭,极难维系对供应链的低价绝对掌控。受此波及,高度依赖英伟达资金与算力的美国开源生态将成最大输家,而算力结构更多元的闭源巨头Anthropic反成受益者。此外市场需高度警惕监管扩圈,算力云租赁及“AI合成数据

    来源 华尔街见闻
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