How Should Huawei’s Smartphone Business Respond to the US Tech Ban? Part 2 (Jeff’s Asia Tech Class – Podcast 17)


In this class, we continue the discussion about what Huawei should have done after the US tech ban. In Part 1, we discussed the telco business. Here we talk about the consumer and smartphone business.

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You can listen here or at iTunes and Himalaya.

I presented four options for what to do:

  1. Fix the supply chain and stay the course.
  2. Become a digital platform. This means building a smartphone operating system.
  3. Ignore Europe and focus mostly on China.
  4. Try to build an anti-US alliance for smartphone operating systems. Europe would be key.

Concepts for this class:

  • Digital Platforms vs. Products
  • Innovation Platforms
  • Operational Marathon
  • Innovation Marathon (also under Rate of Learning)

Companies for this class:

  • Huawei
  • Apple
  • Xiaomi
  • HTC


I write, speak and consult about digital strategy and transformation.

My book Moats and Marathons details how to measure competitive advantage in digital businesses.

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