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Baiguan - China Insights, Data, Context

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Baiguan - China Insights, Data, Context
Baiguan - China Insights, Data, Context
Dancing in chains: HUAWEI's comeback to the stage backed up by the Chinese semiconductor industry (Part III)
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Dancing in chains: HUAWEI's comeback to the stage backed up by the Chinese semiconductor industry (Part III)

Huawei: No choice but to become the principal dancer

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Yu Tian
Oct 24, 2023
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Baiguan - China Insights, Data, Context
Baiguan - China Insights, Data, Context
Dancing in chains: HUAWEI's comeback to the stage backed up by the Chinese semiconductor industry (Part III)
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As mentioned at the end of Part II, regardless of how policies, capital, and industries align, achieving a business loop and sustained industrial development still requires the stage of the consumer market. End products/services are akin to the acts performed on stage, and whether they can attract the audience to buy tickets and enter is the primary concern both inside and outside the theater.

In this final Part III, we might as well enter into the theater and observe the stage of the terminal market, not from the front seat but from the above. Here, we will see how Huawei managed to work with others to break through the door of the backstage lounge locked with chains, burst out from backstage, squeezed out of the other dancers, and strode into the center of the spotlight.

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