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Hello,
Thanks for your interest in our latest research. You can view a summary of our latest report below.
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To rebuild its supply chain, Huawei is aspiring to build end-to-end home-grown innovation to power both its hardware- and cloud-related businesses. While its chip subsidiary, HiSilicon, designs data center server processors and chips for devices and telecom network equipment, it is seeking to ramp up production capabilities through a three-pronged strategy: build in-house chips, partner with domestic fabs, and invest in domestic chip startups.
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Huawei’s efforts to stage a comeback will depend on two aspects:
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- Cloud services business, which will be tasked to somewhat address the gap left by the severely hit hardware-based consumer division
- Access to advanced chips that can take on the competition
The first aspect looks achievable as Huawei will be able to offer distinctive propositions such as synergies between its cloud offering and telecom equipment business, through its recently launched telco cloud solutions, coupled with a flexible collaboration model with the telcos.
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The second aspect, though...
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Best regards,
Matt Walker
Chief Analyst
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