by Summary:
The elephant in the room now is that the tech market is global and the rising demand is in non-Western emerging economies, where price point can be determinative. Huawei is succeeding because it can produce highly competitive products not so much because they are superior technologically but because they are adequate and less expensive than the competition. Apple has chosen to position itself as a luxury product and so it is not chiefly threatened. But the bulk of tech market is price-sensitive and will go with the lowest price products that adequate rather than products that are either "optimal" or "bling." LINUX is a open source operating system based on a Unix-like kernel that is already available. Steve Jobs built OS X on a descendant of Berkeley Software Distribution (BSD) that
Topics:
Mike Norman considers the following as important: anti-competitive practice, Huawei
This could be interesting, too:
The elephant in the room now is that the tech market is global and the rising demand is in non-Western emerging economies, where price point can be determinative. Huawei is succeeding because it can produce highly competitive products not so much because they are superior technologically but because they are adequate and less expensive than the competition. Apple has chosen to position itself as a luxury product and so it is not chiefly threatened. But the bulk of tech market is price-sensitive and will go with the lowest price products that adequate rather than products that are either "optimal" or "bling." LINUX is a open source operating system based on a Unix-like kernel that is already available. Steve Jobs built OS X on a descendant of Berkeley Software Distribution (BSD) that
Topics:
Mike Norman considers the following as important: anti-competitive practice, Huawei
This could be interesting, too:
Mike Norman writes Sputnik — Senior White House Officials Agree to Cut Huawei From Global Chip Supply – Report
Mike Norman writes Why the US is losing its war against Huawei — David P. Goldman
Mike Norman writes Sputnik International — China Announces Development of 6G Network Less Than Week After 5G Rollout
Mike Norman writes Sputnik — Huawei Sets Record Share of China’s Smartphone Market Beating Apple
LINUX is a open source operating system based on a Unix-like kernel that is already available. Steve Jobs built OS X on a descendant of Berkeley Software Distribution (BSD) that was based on Research UNIX. It's not like Huawei with its enormous resources would have to pioneer something entirely innovative to be competitive. It would even be possible to develop an Android alternative.
What about chips, you say. Well, it's not like the budding Russian-Chinese alliance can't or won't develop a competing chip industry. No doubt this has already been in the works for some time, since both Russia and China know their tech vulnerabilities.
Google knows that and is concerned enough to lobby the Trump administration against attempting to isolate Huawei and by implication other Chinese technology companies. Google is using an argument based on national security in this regard, but but the subtext is that trying to use anti-competitive policy against China is likely instead to increase the threat of Chinese competition by forcing China to become self-sufficient and independent of the West, just as US sanctions have forced Russia to adopt import substitution.
It doesn't look like POTUS has sufficiently thought this through, especially knowing that China is a long hauler whereas Wall Street is quarter to quarter.