Huawei no longer seems in the least worried about American banishment. On the contrary: in an interview, several brand managers announce that they do not need the United States to grow up.
This is the serial of several months now: the United States has banned the Chinese manufacturer Huawei. By incorporating it into the Entity List, the Trump government has made it a point of forbidding American companies any interaction with the Chinese entity.
Direct consequence of this? The impossibility of using Android for its smartphones, and Windows 10 for its laptops. If the situation is still stagnant, and solutions have been tried many times without success, the company seems to have resigned and want to display its strength now.
No confrontation, no need
In an interview with The Wall Street Journal, relayed by Gizmochina, Huawei founder Ren Zhengfei said, " We can survive very well without the United States. Trade agreements between China and the United States are not something that concerns us ". And for good reason : " we have virtually no business in the United States ".
These statements are not to be read as threats of war. The founder tempers by stating that there is " had no confrontation with the United States And that Donald Trump could visit them today or after the end of his term as he wishes.
If Huawei tried to start selling its smartphones on US soil before the government refused, he did not need that to climb to third place international sellers. So we understand a little more Ren Zhengfei's position on these statements.
United States fades from Huawei portfolio
That being the case, this is not the crux of the problem. The activity of network equipment manufacturer, although less known to the general public, is the most affected by the American ban. On this ground, it is the current CEO of Huawei who declares: We do not expect the United States to remove Huawei from the Entity List. They can keep us there for life because we'll be fine without them ".
Source of such trust? Huawei is gradually reviewing its 5G device portfolio to eliminate all US technologies, creating 5,000 new stations per month. Some are still present, such as ARM chips, but are created in offshore factories and are not subject to banishment. They represent " 70 to 80% From the level they were before now.
A ball in the foot
If it was accepted that Huawei should cash this ban on his business … they are doing very well for the moment. His latest results show that his sales continue to rise and that his profit is still growing, although a little slower. On the US side, the issue of easing is finally on the agenda as special authorizations should soon be validated by the government.
What if the United States shot itself in the foot? An economic player of the caliber of Huawei is not to be taken lightly. And if it continues to grow and flourish in the absence of the US market while gradually erasing its actors in its portfolio … The United States have everything to lose. That could well change the situation over the coming months.
Huawei's crisis management: a fascinating and complex case