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.

How does Huawei's R&D investment compare to its global competitors?

What challenges does Huawei face with the Harmony OS?

What strategies is Huawei employing to maintain its market share in China?