Do not wake up a sleeping tiger. Yes, the United States has scored an own-goal by making China’s Huawei to decouple from America, and in the process restructured and redesigned its business. Before the big sanctions, Huawei depended on many American firms. They made money from Huawei and Huawei used their technologies to make money – call it win-win, the benefits of globalization to a large extent.
Post-sanctions, Huawei was forced to return to the basics. And now it is back. Its HarmonyOS is expected to eclipse Google’s Android within months. As that was happening, it is destroying Apple iPhone: “Apple’s grapple with sales decline and Huawei’s accelerating resurgence in China’s market marks the Chinese telecom giant’s growing defiance of the US sanctions. The analysts estimate that Huawei will ship approximately 64 million smartphones worldwide in 2024 – up substantially from the estimated less than 35 million shipped in 2023.”
Be wise, do not motivate your competitor! Do not inspire your competitor. Because a tiger can roar…If Apple loses China, you can blame the US government for making it easier for Huawei to create everything to the extent that its product prices are now lower, as it has replaced more expensive US raw materials/inputs/components. And it may not stop in China because everyone wants a great deal across the world.
Register for Tekedia Mini-MBA edition 17 (June 9 – Sept 6, 2025) today for early bird discounts. Do annual for access to Blucera.com.
Tekedia AI in Business Masterclass opens registrations.
Join Tekedia Capital Syndicate and co-invest in great global startups.
Register to become a better CEO or Director with Tekedia CEO & Director Program.
---
Register for Tekedia Mini-MBA (June 9 – Sept 6, 2025), and join Prof Ndubuisi Ekekwe and our global faculty; click here.