What can we take from Huawei?
Tuesday, November 5, 2019
Speaking to execs this week at the Huawei Innovation Day and Huawei eco-Connect Europe, they are at pains to point out the America’s allegations are…
It’s clear that the Chinese giant was aiming for a global reach for its technology and success in the States is obviously a big enabler of that.
Speaking to execs this week at the Huawei Innovation Day and Huawei eco-Connect Europe, they are at pains to point out the America’s allegations are based on unfounded or “classified” information.
But as the Innovation day continued yesterday it’s clear that, if they carry out the aims of removing the bottle neck between ideas and theories and testing those theories, the Chinese company will achieve this global ambition.
William Xu Director of the Board, President of the Institute of Strategic Research at Huawei himself said “we have witnessed many technological innovations in the 21st century and seen amazing high-speed growth in the information industry for the past 40 years. However, this industry is now facing many bottlenecks.
First, there are theoretical bottlenecks. Today's innovations are mainly about technological and engineering innovations to address market needs. The underlying theories behind today's innovations were created decades ago.
Second, there are engineering bottlenecks. Moore's Law has driven the rapid development of ICT over the past few decades. During that time we saw CPU performance improve by a factor of 1.5 every year.
Now, the pace has slowed down, and the CPU performance improves only by a factor of 1.1 every year.”
This is just one of the messages that Huawei has brought to Paris this week. The company also flexed its muscles around investment in Europe whilst declaring that the region can expect more money to come its way as it attempts to assert its dominance.
However, Huawei are a difficult company to judge. Their technology in all verticals appears to be vastly better than the competition, certainly their message to the market is far stronger. But the resistance to answer questions directly whilst also repeating the same message over and over again raises suspicions.
Why are they interested in Europe so much? You’d imagine that once two major continental dominoes fall the rest will follow suit.
Why declare an interest in greasing the bottle necks of the industry and, in the same session, start a conversation about 6G? I’d bank that it’s just a subliminal message to us to create a narrative that says Huawei are even further ahead of its competition.
Why flex its muscles over its financials? And not just its financials, their contribution to the European economies? The cynic in me thinks it’s a reminder that we can expect to miss €12.8 billion and 170,000 jobs if we take a Trumpian approach this side of the Atlantic.
Huawei may well be innocent in all of this and I hope that they are. But as with a lot of companies there is always a ‘but’, there is always an element of second guessing and with a backdrop of White House controversy those theories are given a slight legitimacy.
Maybe I need to stop watching X Files!