Huawei to Do Well in Smartphone Market Despite Trade War, Rosenblatt's Zhang Says

The transcript discusses Huawei's strategic expansion beyond telecom and smartphones, focusing on smart home and city solutions. It highlights Huawei's shift to an Asian supply chain due to US trade restrictions and its efforts to form local partnerships. The challenges Huawei faces in the smartphone market, particularly with Android support ending, are explored. The impact of US trade restrictions on Huawei's profits and supply chain is analyzed. Finally, the transcript covers the opportunities presented by 5G technology, especially in Asian markets, and Huawei's potential to gain market share.

What strategic shift did Huawei make to expand its product portfolio?

• Reducing R&D investments

• Partnering exclusively with US suppliers

• Expanding into smart home and smart city solutions

• Focusing solely on smartphones

How has Huawei adapted its supply chain in response to trade challenges?

• Stopped producing smartphones

• Focused on European suppliers

• Transitioned to an Asian supply chain

• Increased reliance on US suppliers

What is a major challenge for Huawei's smartphone business outside China?

• Lack of hardware innovation

• Inability to pre-install Google apps

• Excessive reliance on US components

• High production costs

What has been the impact of the US export ban on Huawei's financials?

• Increased profit margins

• Increased component costs

• Higher sales in the US

• Decreased R&D spending

How has Huawei managed to continue growing its revenue despite challenges?

• By reducing product launches

• By increasing prices

• By exiting the smartphone market

• By launching new products

What advantage does Huawei have in the 5G market?

• Strong presence in the Asian market

• Focus on high-end smartphones only

• Exclusive partnerships with US carriers

• Lack of competition

Which market is expected to be the largest for 5G next year?

• Australia

• China

• North America

• Europe