According to the RAE, the resilience It is the ability of a material, mechanism or system to recover its initial state when the disturbance to which it had been subjected has ceased. According to the tech industry, resilience is… Huawei. After nearly half a decade of frontal attack by the US administrationthe Chinese company has just achieved its second best result on record to date.
127 billion dollars. Huawei Technologies record more than 880 billion yuan ($127 billion) by 2025, according to company executives.
This is the second highest figure recorded for the company, after the historical figure it achieved of 891 billion yuan (129 billion dollars). which he obtained in 2020.
China’s role. After the fight launched by the United States government, China’s national plan with Huawei has been clear: make it the main actor in the country. During the last year, the company managed to take first place in mobile phone sales, surpassing Apple according to IDC data.
The Harmony Tsunami. The United States banned Huawei from the Android ecosystem. The answer was not to improvise an alternative, but to do something much more ambitious: build your own with HarmonyOS.
That has been the key to not being buried. Huawei didn’t just develop a replacement for Android; has managed to develop a complete and integrated ecosystem. A system that connects mobile phones, smart watches, tablets and even electric cars under the same architecture and services.
HarmonyOS has permeated, according to Huawei itself, in more than 100 million smartphones (sales estimates five years ago gave Huawei barely 10 million after its crisis), and this is just the beginning.
Ambition. Huawei has doubled its artificial intelligence infrastructure in recent years, betting on its internally designed Ascend chips and becoming a key player to train some of the great AI models.
Together with its partner SMIC, and without access to the EUV machinery of the Dutch ASML, Huawei has managed raise the attention of companies like Intelwhose executives warned a few days ago that the blockade of Huawei was having exactly the opposite effect to that desired.
Summing up. There are several pillars that support Huawei’s rise:
- Strong support from the Chinese Government
- A clear strategy to achieve technological self-sufficiency
- Massive and sustained investment in R&D, even in critical moments of the veto
- Building an enabling ecosystem that unites hardware, software and services. An ecosystem, also, open to other manufacturers
Yes, but. Huawei continues to face the challenge of having practically disappeared in the smartphone and tablet market in Europe, as well as convincing in China that its high-end phones are a better alternative to the iPhone (Huawei is gaining in sales, but in high-end the iPhone continues to reign even in China).
Despite this, the paradigm change is clear: Huawei is obtaining the same income as in 2020 despite having lost muscle outside its native country. It is the best proof that trying to isolate it from the Western world may not have been the best idea.
Image | Xataka
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