If banned from one market, it enters another more aggressively – it appears to be the key to Huawei’s survival.
Huawei has just launched its new MateBook X laptop, which is a worthy competitor to the MacBook Air in style. Although the Chinese company has been reaching the PC market for some time, it has become increasingly clear from their statements and plans recently that they see laptops and desktops as a new focus for survival.
For example, it is already known that a PC sharpened for gamers will arrive with the Honor sub-brand logo on September 1st, and company spokespersons are constantly trying to signal that there is an unbroken friendship with Microsoft, as well as suppliers of various PC components. We will be able to count on innovations and a stable presence in this field.
Experts conclude from the new and launched products and the emphasis in the communications that Huawei has begun to “reinvent” itself nicely, so it is slowly moving away from areas that it will be unable to pursue due to the US-China embargo and related effects. It can already be seen that their own Kirin mobile chips may be forgotten after the Mate 40, as TSMC may not be able to manufacture them for them under US pressure, and while they are rumoring some rapprochement with MediaTek and the fact that Qualcomm is lobbying for US regulations on the mobile front for now, completely isolate the company.
This is also the case with the network business, where Huawei has been a serious competitor and has high hopes for building 5G infrastructure for mobile operators worldwide. However, this is also prevented by the fact that more and more countries are banning them from the possible suppliers, and the resources for the production and servicing of their equipment are also running out. So there is nothing left but the PC world, which does not have as huge business as mobile phones, but may be enough to survive.
Although the global PC market has been shrinking for many years, apart from a slight reorganization, precisely because of the proliferation of mobile devices, the business is not dead at all and can still be well-earned for well-positioned entities. Currently, HP and Lenovo are at the forefront – the latter is also a Chinese company, which at the time became a really big name with the acquisition of IBM’s PC division, but has been performing very well since then. So even before Huawei, there’s an opportunity to get into the industry more seriously, and based on the echoes of the tools they’ve released so far, they also have every chance of rocketing among the major competitors with a more serious shift of focus. Only then should another Trump directive not come, say, tailored to, say, Microsoft, Intel, or any related player …
In addition to PCs, Huawei may also be more serious about the server market, where it is also gaining more and more attention, but cloud services and special areas such as devices for healthcare or industrial use, such as smart displays, may receive a stronger focus.