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As we fast approach the 12-month anniversary of Huawei’s blacklisting by the U.S. government, the technical landscape between China and the U.S. has never been more complex. Smartphones and 5G base stations may still take all the headlines, but it is a new, media-shy business unit tucked away on Huawei’s campus that’s the perfect representation of where China’s tech giant goes next.
Huawei’s loss of Google, forcing them to replicate the Play Store and its underlying services, has sent China’s tech giant down an Apple-shaped path. A leading device manufacturer with its own app ecosystem, mobile services framework and OS. But suggest that to Huawei, suggest that if it can’t have Google it wants to be like Apple—end-to-end, closed, secure—and the company will push back. This is about openness, it will say, it’s about building a unique, open ecosystem.
Behind the scenes, this seems to matter more than marketing spin. If you want to get inside the strategy now being formulated in Shenzhen, forget Google’s Play Store, ignore the will he/won’t he press speculation around the U.K. prime minister’s potential reversal of the Huawei 5G decision, and look instead to a post-coronavirus vision of the intersection of AI, 5G and IoT automation.
China leads the world on 5G investments and smartphone take-up, a boon that has generated en ..
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