The author suggests that this could lead to a major shift in the smartphone industry, potentially breaking the duopoly of Apple and Google. The article also mentions that Huawei's resurgence is independent of the US tech that drove its growth previously, and that the company now has a seemingly independent supply chain. The author speculates that the adoption of AI could further boost Huawei's international growth.
Key takeaways:
- Huawei's resurgence, independent of US tech, is seen as a serious threat to Google and Apple, potentially changing the smartphone market over the next few years.
- Shenzhen, the city at the heart of China’s high-tech industry, plans to expedite the adoption of Huawei’s self-developed mobile operating system HarmonyOS, heating up the platform’s rivalry with Google’s Android and Apple’s iOS.
- Huawei's ecosystem includes hardware, chipsets, devices, an operating system and the AI that underpins the lot, which could be a leveler China needs for its next wave of international growth.
- Apple's heavy exposure to China, which has driven recent sales headlines and pressure on its stock price and future sales forecasts, could be a significant issue in the face of Huawei's resurgence.