In Parts 1 and 2, I wrote about how digital infrastructure is being developed in Thailand, which is a good proxy for digital infrastructure SE Asia. I also wrote about my interview with Huawei Thailand CEO Abel Deng (see below). In this part, I’ll detail Huawei’s 4 big initiatives in Thailand. And this is pretty […]
In Part 1 and a podcast, I covered the history of Huawei in Thailand and my interview with Huawei Thailand CEO Abel Deng. In this part, I’ll go into the development of digital infrastructure in SE Asia. This is one of the big determinants for rate of growth. And Thailand has, by many measures, emerged as […]
Huawei has just announced its 2021 financial results, with the title “Solid Operations, Investing in the Future”. That is actually a pretty good summary of their strategy post-US tech ban. It was also interesting because CFO Meng Wanzhou is now back in China, after years in Canadian custody. She presented the financial results, along with […]
In this podcast, Jeffrey Towson interviews Abel Deng, CEO of Huawei Thailand, about Huawei’s four big projects in Thailand. Deng discusses the importance of digital infrastructure in Thailand’s economic development and how Huawei is helping to build the country’s digital future. The four projects are:
Building a 5G network in Thailand
Developing a smart city in Bangkok
Investing in education and training
Supporting the development of startups
Last week, I went to the Huawei headquarters in Bangkok and interviewed Thailand CEO Abel Deng. It was a fascinating discussion and it really got me thinking about two questions: What is the next generation of digital infrastructure going to look like in SE Asia? What new digital businesses will this make possible? I’ve written […]
This is the big hole in everything I have laid out over the past +700 articles and +100 podcasts. How do you identify cultures and management teams that will outperform operationally? How do you identify who will make smarter decisions and execute faster? How do you identify who will grow faster and slowly dwarf competitors […]
In this episode of the Tech Strategy podcast, Jeffrey Towson discusses whether Huawei’s HarmonyOS can break Android’s global dominance. He argues that HarmonyOS has several strengths, including its security features and its ability to run on a wide range of devices. However, he also notes that HarmonyOS faces several challenges, including the lack of app support and the fact that it is competing against an entrenched incumbent.
Huawei is “all in” on building a third mobile operating system and ecosystem. This is the first major challenge to the Android-Apple iOS duopoly in almost a decade. And as iOS is a closed system, it is really about Huawei taking on globally dominant, open source Android. It’s a big deal. I recently spoke with […]
In this podcast, Jeffrey Towson discusses how TikTok can learn from Huawei about the role of the state in China. He argues that TikTok needs to build relationships with key government officials and understand the regulatory environment in order to be successful in China. Towson also believes that TikTok can benefit from Huawei’s experience in dealing with foreign governments.
In this podcast, Jeffrey Towson discusses how Huawei and Luckin Coffee are using digital technology to create a sustainable competitive advantage. He argues that these companies are winning the “SMILE Marathon” by competing on scale, scope, efficiency, and effectiveness. Towson provides examples of how Huawei and Luckin Coffee are using digital technology to improve their operations, and he discusses the implications for businesses of all sizes.