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Summary

This video explores how Huawei, after being blacklisted by the U.S. and cut off from key technology suppliers, not only survived but thrived by rapidly adapting and innovating. By investing in domestic technologies like Harmony OS and Kirin chips, Huawei reduced its dependency on the West, ultimately gaining significant market share, especially in China and Southeast Asia. The video highlights how U.S. sanctions, intended to cripple Huawei, inadvertently deepened American reliance on Chinese tech. As Huawei leads advancements in 5.5G, AI, and other fields, it challenges the global technological and geopolitical balance, signaling a shift toward Chinese dominance.

Takeaways

• 😀 Huawei's survival after US sanctions showcases its rapid adaptation and innovative strategy, including stockpiling critical components and developing internal technologies.
• 😀 Despite initial predictions, Huawei has reduced its dependence on American suppliers by over 40% in just one year, leveraging domestic R&D investments.
• 😀 Huawei's self-developed Harmony OS, launched in 2019, has successfully helped regain smartphone market share, especially in China, without relying on Google services.
• 😀 By 2023, Huawei had significantly grown its annual R&D spending, surpassing Apple, which allowed them to strengthen their technological independence.
• 😀 Huawei's actions in response to sanctions were not just about survival; they symbolized China's broader national pride and resistance against foreign pressure.
• 😀 While American telecom giants struggle with 5G rollout, Huawei continues to advance in 5.5G and other cutting-edge technologies, positioning itself as a global leader.
• 😀 Huawei's scorched earth strategy, aiming to eliminate all American technology by 2025, includes replacing foreign software and hardware with domestic alternatives like the Meta ERP system.
• 😀 Huawei's Kirin 9000S chip, used in the Mate 60 Pro, marked a major breakthrough in reducing reliance on foreign chips, displacing companies like Qualcomm in the premium smartphone market.
• 😀 US sanctions, such as tariffs on Chinese technology imports, have backfired, raising prices and creating economic challenges, while increasing dependency on Chinese components in US technology products.
• 😀 By early 2025, Huawei had become a symbol of China's resilience and technological self-reliance, with its market share and technological advancements growing rapidly, particularly in AI and quantum technologies.

Q & A

Why did the U.S. government blacklisted Huawei in 2019?

The U.S. government blacklisted Huawei to prevent the company from accessing critical U.S. technologies, citing national security concerns. The U.S. believed Huawei's technology could be used for espionage or compromise security, particularly in telecommunications infrastructure.

How did Huawei respond to the U.S. sanctions and blacklisting?

Huawei responded by stockpiling critical components worth $23 billion in 2018, anticipating the sanctions. The company also accelerated the development of its own semiconductor division and launched its Harmony OS, significantly reducing dependence on U.S. companies like Google and Qualcomm.

What was the impact of Huawei's self-reliance efforts on its smartphone market share?

Huawei’s self-reliance efforts, including the launch of Harmony OS and domestically-made chips, allowed the company to regain market share in China, reaching 23% in 2025, despite losing access to Google services and U.S.-made components.

What is the significance of Huawei's Harmony OS in its strategy?

Harmony OS is central to Huawei’s strategy to reduce reliance on foreign technology, especially Google’s Android. It allows Huawei to offer a competitive smartphone experience without U.S. software, and it has contributed to the company’s recovery in the smartphone market.

What role did Huawei's investment in domestic research and development play in its success?

Huawei’s significant investment in domestic research and development, increasing its R&D spending from $15 billion to $24 billion between 2019 and 2023, helped the company innovate and create alternatives to U.S. technology, particularly in semiconductors and operating systems.

How did Huawei's actions challenge Western assumptions about its vulnerability?

Western analysts underestimated Huawei’s ability to adapt, believing that the loss of U.S. chips and software would devastate the company. However, Huawei’s strategic investments in domestic technology, such as its Kirin chips and Harmony OS, allowed it to thrive despite sanctions.

What is the impact of Huawei’s 5.5G network compared to traditional 5G?

Huawei’s 5.5G network, launched in 2024, offers significantly higher performance compared to conventional 5G, with peak download speeds of 10 Gbps and ultra-low latency. This positions Huawei ahead of American telecom companies, which still face challenges in 5G deployment.

How has Huawei's focus on AI and quantum networks influenced global competition?

Huawei’s focus on AI networks and quantum communication trials, areas where the U.S. lags, has positioned the company as a leader in emerging technologies. This focus, along with its 5.5G advancements, has intensified global competition and further challenged U.S. dominance in tech.

What was the 'scorched earth strategy' implemented by Huawei?

The 'scorched earth strategy' is Huawei’s plan to eliminate all American technology and components from its ecosystem by 2025. This includes the development of domestic alternatives like the Meta ERP system and Huawei-made chips, which aim to replace U.S.-origin software and hardware.

How have the U.S. tariffs on Chinese technology impacted the American economy?

The U.S. tariffs on Chinese technology have resulted in higher prices for laptops and smartphones, contributing to a decline in domestic PC shipments and job losses. Despite efforts to reduce dependence on China, the tariffs have instead deepened the U.S. reliance on Chinese products, especially in the tech sector.