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 […]
Jeffrey Towson’s article “How Do You Identify Cultures and Management Teams that Outperform?” explores the challenge of identifying cultures and management teams that will outperform operationally in digital businesses. The article details the six levels of competition for digital businesses and the most common outcome metrics that indicate relative competitive strength. The article also highlights the role of people in digital operating basics and digital marathons.
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.
The big digital China / Asia news this week was the expansion of the US entity list ban to include TSMC. In theory, Huawei cannot get advanced semiconductors from American companies directly or by having them manufactured with American equipment at companies such as TSMC.It’s a big deal.This was the political bombshell everyone was waiting […]
In this podcast, Jeffrey Towson discusses Huawei’s financial performance in 2019, as well as the recent fraud scandal at Luckin Coffee. He argues that Huawei’s strong financial performance is a sign of its resilience, and that the Luckin Coffee scandal is a reminder of the risks of investing in Chinese tech stocks. For example, he notes that Huawei’s revenue grew by 19% in 2019, despite the US government’s restrictions on its business.
Huawei released their 2019 financial results last week. And I had the opportunity to interview Karl Song, the VP of Corporate Communications, prior so I knew what was coming (but I got embargoed). You can see that interview here. And it was fascinating. Step back and consider what a truly crazy year Huawei had. Has […]