In this class, we continue the discussion about what Huawei should have done after the US tech ban. In Part 1, we discussed the telco business. Here we talk about the consumer and smartphone business.

You can listen at my website or at iTunes and Himalaya.

I presented four options for what to do:

1. Fix the supply chain and stay the course.
2. Become a digital platform. This means building a smartphone operating system.
3. Ignore Europe and focus mostly on China.
4. Try to build an anti-US alliance for smartphone operating systems. Europe would be key.

Concepts for this class:

• Digital Platforms vs. Products
• Innovation Platforms
• Operational Marathon
• Innovation Marathon (also under Rate of Learning)

Companies for this class:

• Huawei
• Apple
• Xiaomi
• HTC

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I write and speak about digital China and Asia’s latest tech trends.

I also run Jeff’s Asia Tech Class, a podcast and subscription newsletter on the strategies of China / Asia tech companies.

This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research. 

www.jefftowson.com

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