huawei

The US bans Chinese drones and turns DJI into the new Huawei. It’s an absolutely crazy idea.

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The Federal Communications Commission (FCC) of the United States has decided ban all drones and critical components of these vehicles that have been manufactured in foreign countries. In addition to this, he has vetoed any team of communication and video surveillance from the largest Chinese manufacturers, and there is one name above all others: DJI. It’s another shot in the foot for the Trump administration. what has happened. Does almost a decade that some government officials in the US were asking for a veto on drones manufactured by Chinese companies, and that veto is now official. The FCC decision It will prevent this body from authorizing drones or critical drone components, something that is essential to be able to import them into the United States. The measure clearly affects DJI, which becomes the new Huaweialthough there is another firm, Autel, that will also be greatly impacted by the decision. Both come to form part of the so-called “covered list”. The reason is the usual one: to protect national security. It only affects (for now) future drones. The existing drones They will not be affected for the moment by the veto and their users will be able to continue using them. Stores that had models in their inventory and warehouses will be able to sell them normally, as the FCC’s action focuses specifically on future models. Thus, the decision is not retroactive, but that could change in the future and affect many models. What DJI says. Those responsible for DJI indicate in The Wall Street Journal that the company is prepared to be audited and highlights that independent analyzes have indicated that its products are completely safe. “DJI’s data security concerns are not based on evidence and instead reflect protectionism, contrary to the principles of an open market.” Drone pilots cry out to the sky. There are nearly half a million certified drone pilots in the United States, and in this segment between 70 and 90% of commercial drones used by local governments and hobbyists come from DJI. The measure therefore has an enormous impact on this entire industry in the United States. Many of these pilots are collecting drones and components to mitigate the impact of the measure. bad future. Greg Reverdiau, co-founder of the Pilot Institute in Arizona, conducted a survey in which 8,000 pilots participated. 43% indicated that the veto would be “extremely negative” and “potentially a cause of business closure”, and nearly 85% said they could stay in business for up to two years due to the prospect of not being able to access future DJI equipment and components. As this expert said, “People don’t buy DJI drones because it’s Chinese, they buy it because it’s available, very affordable, and capable.” DJI has no competition. And less, American. Eric Ebert, owner of a construction firm and user of these drones, explained the problem. “I’m American through and through. I drive a Chebrolet truck. But American drones can’t compete.” Ebert has a team of seven drone pilots who monitor wind turbine and solar panel installations. These weeks they have not stopped hoarding DJI drones and components “knowing what was going to come our way in 2026.” Protectionism…One of the companies that will benefit from the measure is Brinc Drones, a Seattle firm that sells them to more than 700 state agencies. Blake Resnick, its founder, explained that “it is impossible to compete with DJI unless you are subsidized by the state.” …and rear doors. In November XTI Aerospace, which makes helicopters, acquired a DJI distributor called Drone Nerds and also Anzu Robotics, which makes drones by licensing technology from DJI. As part of the agreement, the drone component manufacturing firm Unusual Machines invested 25 million. Guess who is a shareholder and board member of Unusual Machines: Donald Trump Jr, President Trump’s son. Image | jonas In Xataka | China conquered us with its cheap drones. Now the price of their pieces is skyrocketing for a reason that is not coincidental.

Huawei is not the only one seeking to challenge Nvidia. There are four other “little dragons” knocking on the door

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“AI” may be one of the words of the year, but “funding round” is a concept that wouldn’t be far behind in the competition. The unicorn is a OpenAI that, if in 2024 it prepared for exceed 100 billion dollarstoday It is bigger than Coca-Cola or Samsung. He has achieved it thanks to money injected by third partiesand Chinese companies want to follow the same strategy as American companies with only one goal in mind: erase the United States from the equation. It’s the ‘Delete A’ plan. Biren. Talking about Chinese artificial intelligence is talking about deepseek and a few other models, but above all hardware companies like Huawei. Their GPUs are the ones that are helping for the Chinese AI field to flourish, and within those GPU companies is Shanghai Biren Technology. As we read in SCMPhas begun a financing round that seeks to raise more than 620 million dollars. Founded by Nvidia and Alibaba veterans, Biren has to his credit BR100one of China’s promises of raw performance to power the demanding data centers needed to train the artificial intelligence. And, unlike others that have opted for Chinese markets, Biren has chosen Hong Kong to attract international capital more easily. They are not the only ones in this race. Moore Threads. If Biren has Nvidia veterans on his team, Moore Threads is directly led by Zhang Jianzhongwho headed Nvidia in China. Perhaps, it is China’s most accurate response to Nvidia itself, and the reason is that it seeks replicate Jensen Huang’s business model combining 3D graphics, for a growing Chinese ecosystem of gamers, and GPUs for AI. To their credit they have the recent architecture Huaganga series that promises 50% more computing density compared to the company’s previous generation of chips, while being ten times more energy efficient. That efficiency is key to keeping AI operating costs at bay, something of vital importance for a China focusing on cheaper artificial intelligencebut functional as soon as possible. And saying that it is Nvidia’s great Chinese rival is not shooting with blank bullets. On the one hand, they are Huashan chips focused on massive clusters of up to 10,000 cards to train LLMs. On the other hand, the chips Lushan that feature hardware ray tracing for the video game market. New Moore Threads GPUs support major gaming APIs little dragons. When Moore Threads debuted on the Shanghai stock market earlier this month, Its shares skyrocketed 500% on the first day, demonstrating that the Chinese market wants to have “its Nvidia”. Biren and Moore Threads are two of the legs of the table. The other two are MetaX (formed by former members of AMD and focused on computing power) and Enflame (a company backed by Tencent and who develop AI systems in the Cloud for Tencent itself). Are known as the “four little dragons of AI” (although other startups are known the same), four of the most promising GPU startups in China that, together with Huawei that has taken giant steps with its AScend 910Dthey have only one objective. “Delete A“Delete the United States. In 2022, when it was still recent the veto of Huawei by the United States in it escalation of the trade war between the US and China, China’s State Assets Supervision and Administration Commission launched Document 79. It was an initiative to encourage the creation of technology that would turn its hardware companies into heavyweights in the global industry. However, there was something else. According to Wall Street Journalthis document has an unusual level of secrecy and an underlying idea: delete United States. Hence the ‘Delete A’ or ‘Delete America’. As? Making all state-owned companies operating in strategic sectors (such as finance, telecommunications, defense or energy) replace foreign software and hardware with domestic alternatives. When? Before of 2027. To do this, national options must be given, and hence the boost to Huawei and startups like these “little dragons.” Although it has also given headaches to companies that have not been able to access Nvidia chips such as Nvidia H20 because they must opt ​​for native solutions, less powerful or optimized in some aspects. Chinese sovereignty. And this development is not just a whim of China, but a necessity. Huawei, Enflame, Moore Threads and Biren, among many others, are on the Entity List of the US Department of Commerce. This prohibits trading with Western companies and access that foreign technology, although more recently the United States has loosened the rope, allowing Nvidia can sell its H200 chips to China… under certain conditions. It is a clear movement resulting from “if China is going to have the technology anyway, let’s take advantage while we can.” And it is because Huawei is working on a open alternative to Nvidia’s CUDA technologythe real ace up the company’s sleeve. Because it is no longer about technical muscle, but about the “language” that the AI ​​speaks. And when China manages to develop this “interpreter”, that is when they will have taken the real leap forward in the development of their tools and in the search for that sovereignty. Images | BirenMoore In Xataka | Big tech is starting to pawn grandma’s jewels for AI: it’s a worrying symptom

Dreame seeks to become the third largest in China along with Xiaomi and Huawei. Far away from wanting to be the new Dyson

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Dreame is a Chinese manufacturer that has crept into the European conversation based on muscle. Muscle for the home, specifically. Founded in 2015, it soon emerged as a serious rival of Dyson thanks to its numerous vacuum cleaners of all kinds and beauty devices. Now it has been filtered the Dreame E1, the company’s first mobile with which they seek to replicate the strategy of the “Apple from China”. They no longer want to be Dyson, they want to be Xiaomi. The Dreame E1. In September, Dreame dropped the bomb: robot vacuum cleaners They were going to move into the smartphone segment and electric cars. Since then, Dreame’s phone had kept a low profile, but it recently appeared in the European database EPREL with the name ‘W5110’. We have to wait for the official announcement, but it seems that it will have a AMOLED screen 6.67 inches, a 108 megapixel main camera, a 4,850 mAh battery and only 33 W charging, as well as seven years of system updates. This would aim to satisfy European regulators. Divide the world. Its features are not revolutionary and the sketches look like those of a Samsung Galaxy S25but it is a first step. No price or key details such as the processor or something so on everyone’s lips like the RAM memorybut in an internal communication, the CEO of Dreame pointed out high: they want to be one of the three tigers of consumer technology. The other two would be Huawei and Xiaomi, companies that have been shaping an ecosystem in which a multitude of home devices are controlled by a single brain: the mobile phone. In a scenario in which we can have our house full of Dreameit is a vision with all the sense in the world. 1+8+N from Huawei. Many devices, a single brain Xiaomi, the birthplace of Dreame. To understand this strategy, it is essential to understand the model that Xiaomi has been developing for more than a decade. The company began by selling its own products, but also making investment strategies in promising startups, like Dreame. These companies developed a product and gained access to Xiaomi’s distribution network, but also to its name. A rice cooker from an unknown company does not attract attention. One from that same company, but under the name Xiaomicalls much more. This way, the risks are also lower. And, precisely, Dreame manufactured vacuum cleaners that they formed part of the Xiaomi ecosystem while simultaneously operating its own catalog. It is something that explains the rapid growth of many Chinese brands, something impossible, or very difficult, if they had operated independently from the beginning. Roborock too was in that Xiaomi ecosystem. Meteoric. The rise they have achieved since their independent birth has been brutal. According to some analyses, Dreame is the third manufacturer of robot vacuum cleaners with a share of 11.3%. They only have Ecovacs ahead with 13.6% and Roborock with 19.3%. In Europe they are very well positioned, reporting great growth in revenue during the first half of this year, and the consequence is what we saw during the presentation at the IFA a few months ago. The mobile phone will be the control center, that N+1 that we have seen in companies like the aforementioned Xiaomi or Huawei, and at the German fair they announced that, along with the consolidation of their personal care range, robot vacuum cleaners, vacuum cleaners, lawnmower robots and pool cleaner, will launch in Spain in the coming months televisions, air conditioners, dishwashers and kitchen appliances. They are already at itwith small appliances, accessories and even smart lighting. In this photo the ecosystem is that of Xiaomi. It could easily be Dreame’s future. Image | Xataka Ford already said it. It is, as we said, a carbon copy of the strategy that has worked so well for Xiaomi. They entered with competitive technology at a good price to gain market share and customer loyalty, and now they want to expand the ecosystem with all types of connected devices. It is a strategy within the reach of not all companies, but it is drawing the attention even of people like Jim Farley. Farley is the CEO of Ford and, in his quest to understand why chinese cars are winning toast to Westerners, he has been driving the Xiaomi SU7. Apart from other characteristics, what impresses him most is the ecosystem: With your cell phone you control the car, and from the car you control the house. Ambition. Given this, the fact that a robot vacuum cleaner manufacturer launches a mobile phone is not a surprise and responds to a strategy in which manufacturers want us to have a house full of their devices, controlling everything from a single app. And, if possible, from your mobile. And it is not surprising if we look at the investment figures in research and development. Dreame has 5,000 employees and 60% of its staff is dedicated to R&D. They invest 7% of their annual income in this segment and it is evident that Dreame wants to stop being the Chinese Dyson. It wants to be the new Xiaomi. Images | HuaweiXataka, Dreame In Xataka | A Chinese company you don’t know makes 35% of all microwaves in the world. Probably yours too

Huawei Mate X7, features, price and technical sheet

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Huawei has just expanded its range of smartphones with a new foldable. It is about the Huawei Matea foldable type that relies on a very slim design and a high-quality camera system. Last year we analyzed the Huawei Mate and he left the bar very high, let’s see what news his successor brings. Huawei Mate X7 technical sheet Huawei Mate dimensions and weight Unfolded: 156.8 x 144.2 x 4.5 mm Folded: 156.8 x 73.8 x 9.5 mm 236 grams Internal Screen 8 inch OLED Resolution 2416 × 2210 pixels, 412 dpi LPTO panel 1 – 120 Hz refresh rate External Screen 6.49 inch OLED 2444 x 1080p resolution, 412 dpi LPTO panel 1 – 120 Hz refresh rate Processor Huawei Kirin 9030 Pro Memory 16 GB Storage 512GB rear cameras Main: 50 MP, variable aperture f/1.49-4.0, OIS Wide angle: 40 MP f/2.2 Telephoto lens: 50 MP f/2.2, OIS, 3.5x optical zoom, digital up to 100x Front Camera Outdoor: 8 MP f/2.4 Indoor: 8 MP f/2.2 Battery 5,600 mAh Huawei SuperCharge: 66W wired and 50W wireless Reverse wireless charging at 7.5W Operating system EMUI 15 based on Android Connectivity 4G LTE WiFi 802.11 a/b/g/n/ac/ax/be, 2 × 2 MIMO, HE160, 8 Spatial-stream Sounding MU-MIMO Bluetooth 6.0 GPS NFC USB-C (USB 3.1 Gen 1) Others IP58/59 Price 2,099 euros An ultra-slim design with traditional touches The Huawei Mate It comes in two colors, red combines with a gold metal frame and black opts for a much more discreet silver metal. It stands out above all for its thinness of just 4.5 millimeters when deployed and 9.5 millimeters when folded. The camera module has a peculiar shape with straight and round sides, and a fairly wide frame that makes it stand out even more. For the camera, Huawei brings us a triple system with a 50 megapixel main sensor and variable aperture ranging from f/1.49 to f/4.0. It is accompanied by a 40-megapixel ultra-wide angle and a 50-megapixel telephoto with 3.5x optical zoom. For the front cameras (because yes, in a foldable we have two), we have 8 megapixel sensors. Regarding the screens, on the outside we have a 6.49-inch OLED panel and on the inside a 8-inch flexible OLED. The two screens have a density of 412 dpi so they are equal in terms of sharpness and also offer a refresh rate of up to 120Hz. Power and autonomy The chip in charge of giving life to the Huawei Mate X7 is the Kirin 9030 Proannounced just a few days ago. It is a chip with nine cores and 14 threads, with a Maleoon 935 GPU. It is accompanied by 16GB of RAM and comes in a single version with 512GB capacity. Regarding the battery, Huawei has managed to integrate two batteries totaling 5,600 mAh within its new foldable. It is also compatible with Huawei SuperCharge fast charging that allows 66W wired and 50W wireless charging. Versions and prices of the Huawei Mate X7 The Huawei Mate X7 will arrive in two colors (red or black) and a 16 GB RAM version with 512 GB storage. It will begin to be sold in Spain from January 28, 2026 at a price of 2,099 euros100 euros more expensive than the previous model. Images | Huawei In Xataka | Huawei lost to Google, Qualcomm and TSMC. What he didn’t lose was something more important: his reputation.

Huawei is building its own alternative ecosystem to CUDA. If it succeeds, NVIDIA will have a serious problem

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When talking about NVIDIA, almost all the focus is on the hardware: the H100Blackwell, racksenergy consumption, nanometers… It is understandable, but it is a mistake. The defensive moat – the moat– NVIDIA is not the hardware. Is CUDA. CUDA is not an add-on to the chip, it is the de facto standard upon which most of the AI ​​code on the planet is written, optimized and debugged. Changing GPUs without changing CUDA does not exist. And switching from CUDA means rewriting years of work. That is why it is a moat. Why is it important. Huawei’s big bet is not to “make a Chinese H100.” It is to build a path for the developer to reach Ascend without feeling like you are changing planets. The restrictions are accelerating it. Exports have split the world in two: An ecosystem that revolves around NVIDIA. And another that China is trying to lift against the clock. In that second, Huawei is not just playing chips: is playing “ecosystem”in AI and outside of it. And therein lies the nuance: you can be years behind in chips and still reduce dependency if you get the software to swallow. In detail. Huawei is attacking the problem on three fronts, with a pragmatically Chinese logic: not to replace everything at once, but to open shortcuts. Native stack (CANN + MindSpore). It is your “pure” alternative: your own environment and your own tools to get the most out of Ascend. The cost today is high, there are complaints of instability, the documentation is rather messy, and the community is much smaller. PyTorch support. This is the most strategic move. Huawei does not try to make the world love its framework– Try to ensure that the world doesn’t have to leave PyTorch. torch_npu acts as an adapter to run PyTorch models on Ascend, but with one problem: it is not native and suffers with every PyTorch change. If PyTorch advances and your backend lags behind, the developer notices. Portability via ONNX. Here Huawei looks for its best window: inference and deployment, not training. ONNX works as a bridge format: you train where you can (often NVIDIA) and deploy to Ascend. It’s a less romantic and more useful approach: if shortages hit, moving inference to local hardware is an immediate relief. Between the lines. The real story is that Huawei is trying to replicate the “trick” that made NVIDIA great: turning its hardware into an experience. That’s why the tactic that explains everything appears: putting engineers in the client’s home to migrate code and optimize it. It is not scalable as a business model, but it is scalable as a transition model: you buy time while you mature tools, libraries and support. And there is another derivative: if China gets enough teams to adopt Ascend out of necessity, over time that can become habit and then infrastructure. Not because it is better, but because it is already integrated. Yes, but. Huawei has two limits that cannot be fixed with marketing: Hardware improvement rate: Roadmap analysis suggests relative stagnation and a gap that could widen, not close, if NVIDIA continues to accelerate cycles. Off-chip bottlenecks: memory (HBM), tools and industrial capacity. You can add “worse” chips, but you need to make a lot of them and build a lot of systems. And now what. If this movie continues, we will see two clear signs: Less hype of chips and more real migration stories: how many computers have moved to Ascendwith what frictions, with what performance losses. Less obsession with training in Ascend and more normalization of the hybrid pattern: I train where I can, I deploy where I must. NVIDIA will continue to be CUDA. Huawei is not “a chip.” It is an escape strategy. And the restrictions are the fuel that is making it inevitable. In Xataka | With HarmonyOS NEXT Huawei has achieved something incredible. Neither Samsung, Microsoft nor Mozilla achieved it Featured image | NVIDIA, Huawei

Huawei has a patent with which to manufacture 2nm chips. The only problem is that it’s just a patent.

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Huawei has just applied for a patent in which a new and unique process of advanced chip production. The patent focuses on improving one of the limitations of the technology of deep ultraviolet photolithography (UVP) to try to compete in this way with the extreme ultraviolet machines (UVE) to which China still unable to access. There are, however, many uncertainties here. The patent. Huawei formally submitted the technical documentation in June 2022 to the Chinese patent office, allowing the invention to be “protected” since then. The detailed content of their study was made public in January 2025, but It is now that it has come to light. The patent is only applied for, not granted or granted. The patent office is examining the application to determine if it meets the requirements. Why is it important. This patent tries to address the limitations of the so-called edge placement error (EPE, Edge Placement Error) in the advanced interconnection process used when manufacturing advanced chips. The method discovered makes it theoretically possible to use “metal spacings” smaller than 21 nm, even when using deep ultraviolet (UVP) technology instead of extreme ultraviolet (UVE), which is the most advanced photolithographic technology today… and to which Chinese manufacturers like Huawei do not have access. If it achieves its objective, the firm could have access, for example, to chips that would theoretically compete even with chips made with 2nm photolithography. Metal spacing? That term (metal pitch in English) refers to the minimum distance that exists between the metal lines that form the interconnections within the integrated circuit or, in this case, the chip. These lines carry power and data signals between the transistors, and that metal spacing is extraordinarily small for advanced nodes. The objective of the patent is precisely to allow the manufacture of these lines with a spacing of less than 21 nm. This gives rise to a possible process that could compete with the 2nm UVE photolithography used, for example, by TSMC. The important word there is “could.” Edge Placement Error (EPE). EPE is the error that occurs when a pattern on a chip is not placed exactly where it was intended by the chip design. The closer that metal spacing is, the smaller the EPE margin must be to prevent the lines from touching and causing a short circuit. At this scale it is incredibly complex to solve this problem, and Huawei’s patent precisely proposes a way to achieve it. Supervitaminizing “old” lithography. What makes this method possible is that UVP photolithography, less powerful and advanced than UVE, can be used to compete with it. This method would allow “jumping” the limits that this process now faces, and which normally had many difficulties in going beyond 21 nm. A double hard mask process of two materials and a special patterning scheme are introduced that theoretically allow us to go below 21 nm. and even 5 nm which are already very complicated to achieve with EUV. In short: China could achieve advanced chips without the need for use the most advanced ASML machinesto which you do not have access. But. Although the technique is apparently striking, there are two big problems here. The first and most important is that this is just a patent and that does not mean that the process can be transferred to reality. The difficulties in doing so are enormous, and that leads us to the second problem: the effectiveness of production would probably be very low and the yield (process success rate) would be greatly affected. That is to say: of all the chips theoretically produced with this technique, only a small part would be valid, which would waste a huge part of the investment. In Xataka | In its race to make advanced chips, China has tried to copy ASML. It’s going wrong

Huawei lost to Google, Qualcomm and TSMC. What he didn’t lose was something more important: his reputation.

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Last week were the Xataka Awards 2025. Stella Li, global vice president of BYD, took the Xataka Legend. He Galaxy S25 Ultra It swept the super high range. Freepik was crowned as best Spanish technology company. It was a night of proper names, drinks and conversations with readers. But There is a prize that, for those of us who spend a lot of time in Xatakaas workers or as readers, has a special weight. Not because of its glamour, but because of what it represents. The Community Award is not decided by any jury. There are no internal debates. You, the readers, decide with your votes. It is the device that you liked the most, without filters. In fact, it is the only one that is not delivered by any employee of the house, but rather by members of the community who represent it on stage. In the image that heads this article, three of them with Cristina Isidoro, PR Manager of Huawei in Spain, who collected the award. Because this year he won it Huawei Watch GT 6 Pro. And when I saw the result, I smiled slightly: it was more than just a reward for a well-made smartwatch. It was pure symbolism. Look at the historical list of winners of this award: Almost all, Chinese devices or devices with a Chinese soul that share a pattern: focus on value for money, practical innovation, and in some cases, arriving wanting to break molds. But among all of them, Huawei is the only one that did not arrive yesterday promising a lot for little. It is the only one that was already in the world elite, disputing the throne with Samsung and in fact about to snatch it awaybefore the United States decided to use it as a pawn in its trade war. Because Huawei has not conquered the perception of premium quality by offering more gigabytes for fewer euros. It conquered it by being, for years, simply a great option. He P20 Pro It was the first mobile phone with a triple camera that really worked. The Mate 20 Pro was an unapologetic technical beast compared to the high-end greats. Their MateBook laptops have been worthy rivals of the Surface. And their GT watches already stood out for batteries that lasted weeks when Apple asked for a charger every night. They weren’t cheap. They were good. And that difference, in the technology market, is abysmal. Then 2019 arrived. EntityList. American veto. Goodbye Google, goodbye Qualcomm, goodbye TSMC. Sales outside China plummeted and the Western narrative was unanimous: Huawei was dead. Without the Google ecosystem, without access to the supply chain, it was impossible to survive in this business. But no one explained to them that it was impossible. Instead of giving up, they built their own universe. HarmonyOS on more than a billion devices. Kirin Chips own, then Ascend for AI. Huawei Cloud growing in Asia, Africa and Latin America. They didn’t beg to go back to Google Play like we might perhaps have expected them to do. They simply built another entire ecosystem. Without one word higher than another. At the beginning of the month I was in China and was able to try several of their devices, including some that just left there. The premium feel is real. And something that we do have here, the GT 6 Pro, is not a gadget 150 euros that promises too much and falls halfway. It is a watch in the 400 euro range that performs very well. and the community of Xataka has passed sentence with his prize. That doesn’t happen by chance. Xiaomi shines in value for money. Realme and Oppo play there. Nothing has its aesthetic indie. But Huawei is the only Chinese brand that, when you mention it, the European consumer automatically thinks of “serious quality”, without the asterisks that others have. And she did it right after they tried to destroy her. The Huawei Watch GT 6 Pro is a great watch. But winning the 2025 Community Award means something else: It is the recognition of the only Chinese brand that has come out of the perception low cost without giving up its origin. It is the prize that, in a way, China had been pursuing for decades. Respect without conditions. And it has been won by a company that they tried to annihilate. Sometimes vetoes don’t kill. They forge legacies. Featured image | Xataka In Xataka | The LG OLED Signature AI T4 is the best television of the year for a simple reason: we are saying goodbye to the black monolith

Huawei is coming back. And not everyone is prepared for what is coming

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In China it has already happened. Huawei has gone from being practically dead after the US sanctions of 2019 to lead its domestic market again in 2025 with a 18.1% share. This national resurgence has not been a stroke of luck or the result of blind nationalism (although his subsequent resurgence helped), rather it has been a matter of engineering and strategy: But China is just Act I. Act II, the global leap, is in progress. And when Huawei presses the button, the consumer electronics market will change. Again. What’s stopping them… at the moment There are two things holding Huawei out of China: chips. The current Kirin chips, manufactured in 7 nm by SMIC, work but are two generations behind the Snapdragon or the 3nm Apple Silicon. That means less energy efficiency, less raw power. More importantly: production capacity is limited. SMIC can’t manufacture in volume like TSMC, at least not yet. Huawei can make competitive 5G smartphones, but it can’t make enough to saturate global markets. Software. The other bottleneck. HarmonyOS can boast of being the second mobile ecosystem in China, even surpassing iOS in share. But outside of China, the equation changes. Without Google Play Services, without the complete catalog of Western apps, convincing a European or Latin American user to abandon Android is asking them for a leap of faith. Huawei knows this, that’s why it has invested a lot of money for six years to build AppGallery and its own services. But breaking the inertia of a consolidated duopoly requires more than good intentions: it requires critical mass. Even so, these brakes are, if all goes well, temporary: When both reach the minimum threshold—sufficient chips and viable ecosystem—Huawei will make the leap. And he will not do it timidly. He will do it with the aggressiveness of someone who has been preparing in silence for five years. The scene that no one wants to name Huawei Pura 80 Ultra. Image: Andrey Matveev. There is an uncomfortable question floating in the air: What if Huawei doesn’t come back alone? What if other Chinese brands (Oppo, Xiaomi, Vivo, Realme) adopt HarmonyOS instead of Android? It seems like science fiction, but let’s remember that the Chinese government has been promoting OpenHarmony as a “strategic national operating system.” And that the Chinese government has hinted that companies should reduce their dependence on Android and Windows. That in an environment of increasing technological friction with the West, having our own ecosystem is a matter of survival. If that happens—and political pressure makes it increasingly feasible—the map changes. Android would not lose a manufacturer, it would lose all the big Chinese. Samsung would remain practically Google’s only relevant ally outside of the Apple ecosystem. And HarmonyOS would go from being a local Chinese curiosity to a real global third pole. Not tomorrow, but not in a decade either. In three or four years at most. Besides, andn China Huawei is no longer just consumer electronics: it is an automotive player. Its automotive division has become a key technology partner for several local brands, from Aito until Arcfox. It doesn’t manufacture cars, but it puts the brain into it: sensors, software, connectivity, digital platform. There are already complete “Huawei Inside” models there. That muscle did not exist before the US blockade. And now it is part of the Huawei that could reach Europe: one capable of entering your pocket, your wrist, your home… and also your car. It seems familiar to us. Meanwhile in Europe… Huawei has done something interesting in Europe: not disappear. Here Sales of its smartphones suffered a brutal collapse overnight. Not being able to include Google services was lethal. But they did continue to sell other products: They are the products that do not depend on Google. And they keep the brand visible, preserve the memory of what Huawei was… and pave the way for a better tomorrow. Every GT watch or set of FreeBuds headphones someone buys in Europe is a seed of future loyalty. It is a party waiting in the trenches for it to die down while the others assumed that they would withdraw from the battle. AND Europe will be precisely its real test. No China, they have already won there. Not the United States, where sanctions and market inertia make any short-term operation impossible. Europe, where Huawei became a sales leader and where it built prestige with its commitment to Leica, where there is a certain brand nostalgia and above all where there is no formal veto on its products. Huawei has been in charge of closing local gaps. For example, a bridge to make mobile payments from its platform that compensates for forced trade restrictions. If they manage to offer a good enough ecosystem – it doesn’t even have to be perfect, just enough – there is a market. Because what we (neither consumers nor the industry) cannot forget is that Huawei was never just hardware. It was always a complete value proposition: design, cameras, ecosystem integration. At first, with mediocre quality while being friendly. But then it got better. That doesn’t go away because they block your access to Google for five years. It reinvents itself. The window opens Huawei has already announced its plans to relaunch its smartphones in up to 60 countries. Starting with emerging markets, where its reputation was not so eroded and where US restrictions have less political weight. Europe’s time will come. And when it does, with Kirin chips in volume and a more mature HarmonyOS, the market will shake up. Samsung will have to accelerate, the rest of the Chinese manufacturers – which occupied the space that Huawei freed up, with Xiaomi at the helm – will face a rival that, in addition to returning, will do so without the dependencies that the rest drag, and even Apple can see in them a threat in the medium term. Huawei has been building autonomy for five years while many of us considered it finished. Or … Read more

The EU is considering banning the installation of mobile network equipment from Huawei or ZTE. It is a dangerous strategy

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The European Commission (EC) is exploring ways to get member states stop using telecommunications equipment from Chinese sellers like Huawei or ZTE. Tension between Europe and China is escalating once again, and it is not at all clear that this decision will be beneficial for European companies. Huawei in Europe no, thanks. On Bloomberg cite sources close to these plans and talk about how the vice president of this organization, Henna Virkkunen, has adopted a very forceful position. Virkkunen apparently wants to completely stop the use of Huawei telecommunications equipment with an eye-catching argument: making that a legal requirement. It wouldn’t matter what each country thought.. Years ago the EU has already recommended avoiding Chinese telecommunications equipment as far as possible, but it was a suggestion without a mandatory nature and the member states were the ones to decide in this area. Spain, for example, has continued using this equipment. The Commission’s theoretical proposal would legally force EU countries to break commercial ties with these companies. Failure to comply with the requirement could expose these countries to economic sanctions. Before they were suggestions. At the beginning of 2020 the European Union announced those recommendations under the name “5G Toolbox”. At that time they warned of the risks but left room for maneuver to the member states. Now we go from a soft recommendation to a legal imposition, because that “Toolbox” was voluntary. The national security argument. The argument is the same as that used in the past: Euro officials fear the risks associated with using communications equipment from companies (such as Huawei) so closely linked to the Chinese government. Maintaining these teams, this strategy suggests, could compromise national security. And be careful with countries outside the EU. The EU’s plan is not only for member countries to abandon these teams, but to pressure countries outside the EU to do so as well. Thus, it would try to block the use of program funds Global Gateway if those who use them spend them buying Huawei equipment. The operators, harmed. European telecommunications companies also appear to oppose this plan. First of all, they indicate in Bloomberg, because Huawei technology is often cheaper and even superior to Western alternatives from Nokia or Ericsson. And second, because replacing existing equipment is extremely expensive and can delay current and future deployments. internal division. In the absence of confirmation of the EC plan, there is another key element: there is internal division among EU members. Germany and Finland continue to deliberate on what restrictions to impose, while Spain and Greece continue to purchase telephone equipment from these manufacturers. What they say in China. Lin Jian, spokesperson for the Chinese Foreign Minister, has indicated that when certain countries forcibly eliminate telecommunications equipment from Chinese firms like Huawei, they not only slow down their technological progress, but also suffer economic losses. He further added that “We urge the #EU to provide a fair, transparent and non-discriminatory business environment for Chinese companies and avoid undermining business confidence in investing in Europe.” Let’s remember Sweden. In 2020, Sweden decided to ban the use of telecommunications equipment from Chinese manufacturers with the same argument that we already know about national security. That theoretically favored the local company, Ericsson, but its CEO criticized the Swedish government’s decision precisely because he knew what was going to happen. Revenge is served on a cold plate. And what happened is that China retaliated. A few months later, China Mobile announced budgets and contracts to boost the country’s telecommunications infrastructure, and Ericsson was the biggest loser. The company had almost 11% market share before the government’s decision: today its share does not reach 2%. Dangerous veto. If confirmed and made effective, the veto on being able to use telecommunications equipment in the European Union is dangerous precisely for the same reason that happened with Sweden. China continues to be a great commercial ally of China despite being more aligned with the US in areas such as semiconductors. With these types of actions, Europe positions itself even more closely with the Trump government, something that is somewhat surprising because Europe already came out badly after the agreement with tariffs. In Xataka | Huawei has a plan to deal the final blow to NVIDIA in China: a supernode of 15,000 processors

repeat the path that took Huawei to the top

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They have a “total mobile.” His Oppo Find X9 Pro It’s a beast. A call to which we have given the highest rating of the year on our analysis table. After a time away from Europe, the Chinese manufacturer has returned. And in what way. Its presentation in Barcelona was quite a declaration of intent. A global launch event where we were also able to learn about the vision of its main managers in Europe and Spain. Oppo has only two national rivals ahead of it in China, according to Counterpoint data. Huawei and Vivo, two large manufacturers that, fortunately for Oppo, do not currently have as much reach in Europe. Its great rival is Xiaomi, which in Spain has been ahead for years but this is not the case in China. Will Oppo be able to repeat the feat that Huawei achieved in its day of placing itself at the top of the top mobile manufacturers? It’s too early for that, but they do have a unique opportunity to achieve it. Willing to break the current deck “The European market is one of the most important strategic markets for Oppo abroad. We believe it is our largest growth space,” he explains. Elvis Zhou, CEO of Oppo Europein a group interview in which Xataka was present. “Young Europeans highly value photography and Oppo has always been very strong in this area. We are very confident.” They don’t say it just to say it; The Find X9 Pro really offers incredible photographic results. And that quality, almost unexpected, is precisely what can catapult them to the top. “Our current market share in Europe, compared to our target, it still has a considerable gap. Secondly, Europe is the best high-end market in the world. And Oppo’s future development strategy focuses on the premiumization of the brand. Third, European users are very demanding about the product experience,” Zhou said. The brand message is ambitious, somewhat also common in rivals like Honorbut they are aware that they are in a sweet moment. Zhou even dares to criticize the telephone sector itself: “before the emergence of AI, people felt that the smartphone industry was somewhat boring and monotonous, because the functional experience of the product had not changed revolutionaryly. But now that AI has entered mobile phones, we believe that AI can completely reshape the smartphone experience, and even include the entire ecosystem of services.” “Before the emergence of AI, people felt that the smartphone industry was somewhat boring and monotonous” “I think the smartphone industry can still bring surprises. Our investment in AI is huge. We have more than 6,000 patents related to AIwhich places us at the global leader,” explains the Oppo manager. “Young Europeans are very eager to see the changes that AI can bring to their lives when integrated into phones.” This AI, however, is not an exclusive function of the premium range. As he did at the time Huawei with the P Smart rangeOppo knows that to conquer the Spanish market it needs the reindeer series. “Our Reno series, including our A series, will receive the new AI features,” confirms Zhou. Some AI functions that are offered for free, although the brand recognizes that “we do not know if the change in the user experience that AI brings could also cause changes in the industry profitability model. “This is still being explored.” In this relationship between mobile manufacturers and AI companies there is a prominent player. “Our collaboration with Google has always been very pleasant. Our phones use the Android system and our cooperation with them is comprehensive; whether in products, marketing or customer service. I firmly believe that all cooperation must be beneficial for both parties“. Oppo’s situation is not the same in Europe as in China. “We have two AI tracks: one specific to China and another for the global market. Outside of China we mostly use Google Geminiwhich is already thoroughly integrated into ColorOS (Settings, Notes, Recording, Documents and AI My Space). The collaboration with Google Gemini is very strong. In China, we use our own models and collaborate with other suppliers.” Oppo’s approach is hybrid. “The capabilities of the phone itself will be very powerful in the future,” he explains. “Here each manufacturer has its approach. My personal opinion is that the best solution is to combine it, part in the cloud and part taking advantage of the power of the phone.” Of course, with the always necessary qualification of “putting the user’s privacy first.” Something for which they have worked with Google on the Privacy Computing Cloudwhere technically neither Oppo nor anyone else can access that processed data. A promise in line with the European regulation that they also keep in mind. Manufacturing in Europe? Without counting on the enormous government support that Huawei has, Oppo is a giant with more than 40,000 employees globally and established as an independent brand of the BBK group since 2023. The company has more than 65,000 patents and has a solid supply chain, also on European soil. “We are not ruling it out (producing in Europe), but this decision must be left in the hands of our supply chain team” “With Oppo’s global expansion and changes in the entire supply chain, we have nine manufacturing centers around the world,” says Zhou, who when asked if they plan to open a factory in Europe responds that “the establishment of a manufacturing center is quite complex; we have a professional supply chain team that carries out this evaluation and decision-making. Therefore, We do not rule out the future possibility of producing in Europedepending on changes in market demand and in our supply chain. We don’t rule it out. But this complex decision should probably be left to our supply chain team.” Thanks to the fact that Oppo has warehouses in Europe, the new Find X9 Pro have been able maintain the same battery level as the Chinese variants. That is, a total of 7,500 mAh, which makes it the … Read more

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