Huawei and other Chinese OEMs will completely dominate global telecom on price and performance, and be welcomed as they enable regional and national development around the world.
The thing about Kevin is he isn't some Pro China red book thumpin mouth.... He is telling the "truth" good or bad on what China is doing and what the USA /west is doing wrong and doing it from within China What the Chinese don't like are the f ache news TH-camrs
I bought a Huawei P20 Pro right before the sanctions nonsense began and I'm still using it today with no problems. Huawei makes great products and deserves all the success it achieves.
The US politicians play snake and ladders with do first, think later techniques while China plays chess using strategic techniques after comprehensive thinking. 😂😂😂
Global South countries ( = 85% of World population ) are using Huawei / ZTE products . This includes the new containers port in Peru using unmanned control cranes & communication systems from Huawei .
@@vulpo ...and can you not see what the future holds for these workers? Unionised workers are a dying breed, it is only a matter of time before economics and technology leaves them far behind.
My country Australia was the first the ban Huawei at the behest of the US, Our internet speed ranks about 60 in the world. We have some the most expensive internet, slow internet and are buying second hand subs from the US to threaten China our biggest trading partner. If the internet wasnt so slow here I would describe to you what it feels like to slide into the third world with slow internet, unlike most of the third world which has Huawei.
I was surprised when I arrived in Australia to realise that the internet provided by MTN network in Nigeria, 3rd world West African country, was way faster compared to the Optus network in Australia, a 1st World Western country. That's something I didn't expect and wouldn't have believed if I had not lived in and experienced both.
@@mauriceukaegbu620 Take a train trip from Sydney to Canberra if you want to see a thrird world rail network in action also. We dont have one very fast train. That was scuttled by the Australian government as another 'security' issue. Go well and safe in Australia friend.
What's described here can be viewed as another plus to Australia being a lucky country. Today, surveillance activities rely on high-speed networks to be effective. Australian citizens, therefore, can continue to enjoy levels of privacy higher than those miserable soles beyond the oceans.
@@zdj-h9m Not so. We have just had a disgraceful scandal where poor people were persecuted by the government with a Robodebt IT scheme. Our government is incompetent. Thats not a plus.
Some people think that Huawei is in tough situation because it can only produce 7nm chips for its phones while Apple and Samsung can use 3nm. Well, Huawei is not just an electronic product company, the amount of field that they manage to involve in is insane, and they basically dominate most of those fields.
The definition for 3 nm now is not really 3nm, with the Finfet technology, they can stack up the transistors to work like 3 nm without actually having 3 nm gates.
Not every phone needs a 7 nm chip, just themost expensive ones. The products especially for the sub-7nm chips are still not there yet, achieving their production is just for bragging rights at the moment.
What was the logic behind cutting off a population of 1.4 billion people from a market of 340 million people in a world with a population of over 8 billion people? The internal market plus the broader world market would always be more lucrative especially, giving the excuse that they made us do it.
Altho the propulation of mainland China's provinces is 1.43 billion, its population including all its sovereign administrative & semi-autonomous regions is 1.81 billion ppl with an economy of $40-trillion in total (vs US $28-trillion with 0.34- billion ppl). Fact.
Remember the saying that what doesn't kill you makes you stronger is based on the theory that by going through difficult experiences, people build up their strength for the next, possibly more painful event that may occur. Huawei is just one of many shining examples of the determination and resilience of the Chinese nation !!!
Prior to Trump's sanctions, China was perfectly happy to buy reasonably-priced Western tech rather than spending vast sums to develop their own. When Biden doubled down, he finished burning China's boats, forcing Chinese companies to seek self-sufficiency that the CPC had previously been unsuccessful in pushing. The idea that China will ever trust Americans has been completely destroyed.
I'd loooove to get a hold of Kevin's speaker notes. he speak so naturally yet everything is so on point in a report. ig this is what you get by working professionally in business for so long
American bans and sanctions have been a gift to China, it encouraged them to innovative, work harder and network with the global majority. Asia, Africa and South America are benefiting immensely from Chinese products, innovation and developmental assistance. When one hand washes the other they both become clean.
No, no, no. It is a great chart. You can easily see the sector and the progress being made in competitiveness and reaching Global Leader status. The picture in the middle show 2 products of leadership.
🇨🇳 has already closed the technology and innovation gap and will pull away from the US and Europe from hereon. IMO the Chinese economic miracle is embarking on the next and most impressive phase.
China's industrialization is no miracle. Every country that followed after England did it faster and faster. They had two centuries of experience and practical application to follow and did it at the end of a gun with dozens of millions murdered along the way. These facts don't take away from their incredible transformation, but let's keep it in perspective!
@@Skunk106 No, what China did is actually unprecedented in scale, scope, and speed; previous Industrial Revolutions were simpler, smaller, and slower. China transformed 1 billion people, not a few million (Hong Kong, Singapore), 10 million (Taipei province), or 50 million (Japan, Korea). By analogy, China built an entire modern apartment block in less time than others built a small shed or basic house. It's also false to claim that China used force to industrialize when all evidence shows that China has been a lot more humane than their Western counterparts. It's especially heinous claiming that starvation due to famine is murder, unless you're going to state that the Americans who died during the Great Depression / Dust Bowl were murdered by the US Government. Given that democratic India's death rate was the same as China's during Mao's time, will you claim that India murdered millions of their people as well?
@ZweiZwolf That's what I said with fewer words. England was first. Germany blew them out of the water when they got serious, and they had much greater hurdles to get there. America was growing all along but didn't get serious until WWI, and we still took a couple more decades and another WW to really flex, but WOW, when we did. After WW II, the rest of the world played catch-up very fast. None of the post WW II growth, including Chinas, would have happened if America did not ensure free and open ocean trade and the global order. That old order is going away. If we were an old school empire like England, what do you think would have happened. It would be regional wars everywhere Smerica didn't step in. We ensured world trade for alliances against Russia. Russia did pretty good for the time and place in history, but their another one who murdered at least 40-60 million along the way, and they industrialed more or less by force. I don't disagree that what China did was amazing. Calling it a miracle is just ridiculous. Give me a fat, sedentary person and a whip or gun, and I can be a freaking miracle trainer. It's that simple! America could blockade China's oil a thousand miles from her shores and completely crush her economy in 3-6 months without every firing a shot at the mainland. China is completely reliant on the trade that the USA has garunteed for the last 80 years. I do believe China is on the cusp (10-15 years yet)of transcending their technology, energy, and resource supply chains and their collapsing demographics. If they can pull that off under the noses of America's hawks and war dogs, then we can start talking about miracles.
China is the biggest market and huawei owns the best telecom technology, so what sanction can do to huawei. They don’t need the best chip fab tech to produce their best telecom chips.
With switching gear having constant power they don’t need the smallest chips, and with other developments they could leapfrog even further ahead when optical chips are available.
Xiaomi is a very good company. Ford's CEO using a Xiaomi SU7 EV,and he doesn't want to get rid of it.I am using one of their off brand phone. Top of the line of POCO,but I will not buying anything else. It is not a cheap cheap phone(500 euros), but it is awesome.
Yeah, Xiaomi is becoming like a Samsung or Panasonic, making all manner of consumer goods. We switched to buying only Chinese-branded goods, and will steadily replace European, Korean & Japanese products with Chinese alternatives when the time comes.
China has basically written off the North American markets of US and Canada. It has also writing them off as suppliers for any produce that China may require. Any business done with them will be treated as a small bonus that do not much of a difference to China.
I was so disappointed when Trudeau decided to cancel Huawei. All because of USA "national security". Canada was threatened to be removed from the "Five Eyes Alliance" if we proceeded. Turns out that was one of many decisions Turd made which has ruined Canada. It solidified our vassal status.
China buys a lot of commodities from North America, which includes Mexico and also Central America. BYD sells a LOT of NEVs there, launching their new Shark pickup in Mexico. BYD will almost certainly assemble in Mexico for Central America parallel to Brasil for South America. We'll see Central America join China's BRI and expand trade in a big way by 2030.
No serious deals can be reached in the anglosphere like US, CAN, AUST, UK, the most toxic of them all. They think trust and diplomacy is like a tap, they can turn on and off every few years.
5G telecom is an essential part of the economy and countries with access to the best 5G and soon 6G networks will drive the development of future technologies and innovation. The fact that western governments do not understand this speaks volumes about their competency.
The moment you go into a Zara or Primark inside a shopping mall, there is little to no mobile network coverage. I am referring to may cities in the UK and not to mention mostly no mobile coverage underground. But the thing is, British people don't mind this. That's the diff between Europeans and Chinese. In Kong, consumers won't have it even for a momentary drop off in service coming off the trains.
Thanks as always Kevin. Great analogy about Huawei essentially 'owning' the plumbing. Parallels the situation with the electricity grid, and fossil fuel energy companies attempting to stymie renewables, and storage.
@@jaytea1591 The US has 800 military bases around the world, many of them in places where the ONLY cell service is by Huawei or other Chinese suppliers. If they can't use Huawei, they can't use the local cell network.
Malaysia made a mistake of using Ericsson equipment for their 5G and is now paying the price... Now they announced a second 5G licence.. hopefully the winner will use Huawei 's equipments
Better some thing the nothing, like Serbia. Only country in Europe without 5G. Some one promise to Trump that we gonna get rid of Huawei equipment for better one, from west
I switched from an iPhone to a Huawei P30 Pro phone on a whim and has been surprised at the quality and performance of it. Compared to my iPhone it didn’t get slower over time, it is just as good as when I bought it. The best way to get a rosebush to grow really fast is to cut it down drastically. Maybe the US should have asked a gardener before putting on sanctions
Network architect here. In our industry, the networking equipment implements what we call "RFCs", Request for Comments. These are standards, describing how functions are implemented, what the machine should do in each case, and many others. In all cases apart from Huawei, all major network equipment vendors, Cisco, Nokia, Juniper, etc, etc, would fight to get their own version of the standard approved, or a version that is the easiest, i.e. cheapest, for them to implement. Time and again, Huawei wouldn't care, they would implement multiple competing versions of the same standard. There is no other company on the planet that has the human capital necessary to do this.
Thanks to China's Huawei the third world now has better Internet service than many areas in middle America. 😂😂😂😂😂. I was shocked to discover they are still using dial up in Apalachia. lol
Barring a war between US and China another 4 years of Trump will confirm China’s coming of age moving into technological maturity in fields that matter in the 21st Century. America can decouple from China and re-industrialise and China will de- dollarise in the next 8 to 10 years. This is where it is headed in a de facto way regardless of official pronouncements. Hopefully the significant reduction in trade will lead to small and negligible trade deficits that may help in lowering tensions between the two countries.
That's WHY the Elites want a HOT WAR ! Taiwan is next Ukraine (don't give 💩 for the people there). Trump has ALL Warhawks on Staff and Congress 😢. World is going to be a mess because US is acting like a Spoiled BRAT CHILD.
the empire has done all it can to retain its top position for the simple reason, who would pay attention to number 2? the empire got away with Iraq WMD because it was sole superpower. it won't be able to do that if it's just another power.
Trump in office makes it very unlikely that the US starts a war with China, because he knows that war is bad for business, bad for his businesses. You don't have to like Trump, but he's consistent in that he never acts against his personal self interest. In fact, he is very likely to stop adding new sanctions on China as he understands how they're affecting his personal bottom line, he'll just quietly let them expire.
Imagine you want to try out and possibly buy a Chinese EV..... you have to move to Mexico or Thailand ... utterly insane. So-called "land of the free" goes full Idiocracy.
I really like the way you explain what's going on in the business world. It's a great angle and insight you have within the Chinese market. In a sense, china are doing it right. The forward thinking and first mover way of progress that they implement really catches the west out. Really the west should be making the same moves that the Chinese are and maybe the competition would be better. Instead we have the west shitting their pants and trying to ban or tax it all. Eventually the west will have to realise that they are sooo far behind,and that china are already the next major power. (BRICS).
Don't worry. Absolute majority of the people in the US and the its vassal regimes do not speak any Chinese, and and never have both the incentive and the ability to watch videos or read text in Chinese. And ALMOST ALL western media outlets in both the US and its vassal regimes never faithfully report on China or just anything and everything Chinese. Therefore, the absolute majority of the people in the US and its vassal regimes would never find out the facts and reality one way or the other, and thus they will always live ever happily all their life. So, there won't be any problem for them, and the politicians in power in the US and its vassal regimes will have no need to deal with the facts and reality one way or the other. So, even the oligarchs and their politicians will always live ever happily all their life.
@@etbuch4873 Until "the people" ask "WHY are you sending us (individuals) to war against China while OUR economy is failing?" Then they'll realise that is precisely WHY they are doing so.
Here in South Africa, the MTN Group in partnership with Huawei, has completed the first 5.5G network trial in the country. This is four years after MTN South Africa launched 5G in 2020.
This is not surprising - Huawei got into the position they were because their equipment was high performance and very reliable - and if not exactly cheap (really, nothing in the telecom equipment market is cheap) then at least highly competitive with the other players. They also made the correct call on 5G and focussed heavily on mid-band systems - although mmwave isn't exactly dead I can't see any signs of a stampede to implement it.
Yep, national security agency asking for waiver to use equipment that they banned for national security reason. That's the most ironic and moronic thing that I have seen in years. Is there a word for that? Mironic?
This strategic growth is a testament to Huawei's commitment to providing high-quality solutions and enhancing global communication infrastructure. Protectionism has proven time and time again to be a losing strategy; still, it's interesting to see the U.S., one of the world's greatest nations, meander backward under the pretense of progress. Great take and an engaging topic.
Same here, I believe the Bitcoin ETFs approval will be life changing opportunity for us, with my current portfolio of $108,000 from my investments with my personal financial advisor i totally agree with you
YES!!! That's exactly her name (Margaret Emily) so many people have recommended highly about her and am just starting with her, Kairangi from Brisbane Australia..🇦🇺
She is my family' personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.🇺🇸
Another well researched report, Kevin. Thanks. Everybody loves to see a bully brought down. The US keeps underestimating the Chinese - a fatal flaw in their hubris.
I remember when Huawei open it's first office in Sweden some 20 years ago, when Ericsson, Nokia, and others were world leaders. How everything has changed in just 2 decades.
@@marcusclarkson5520 -- What do you want them to say? Unemployment is high when it is not... Homelessness is out of control when it is not....Food prices are sky high and people are begging when they are not... City streets are filthy and much crime when they are not.... Trains constantly run behind schedule when they do not.... Subways marked with graffiti when they are not.... Taxes are high when they are not.... Air and noise polution is overwhelming when it is not.....Xi is doing a bad job when he is not.... Tell me what do you want them to say about their government??? Remember it was Trump and Trudeau who decided to enact a 10 yr old warrant against the Huawei executive (owner's daughter) who after a business meeting flew back to her Canadian home to be with her children. Three Canadians were then detained in China. But the news never mentions the third Canadian because he was found guilty of drug smuggling and is still in China jail. It was not China which started the 2+ year arrest costing million$$ in her legal battle. She was NOT found guilty but she and her family left Canada for China. So who should be speaking out about their government?
China govt, govt linked companies are to replace western IT hardware and software by 2027. So goodbye to Intel, AMD, Microsoft and hello to Huawei HarmonyOS and Loongson CPUs. China can play de-coupling too.
China is already moving from Windows to Chinese desktop Linux. Other OEMs are working on next gen desktop hardware (RISC-V) and OS. This is very early, and it's not at all clear what the standard will be.
@@ZweiZwolf I have very high hopes for RISC-V. China needs to develop a "movement", not just a "standard". The open source model works, but China needs to create something similar (something that isn't US centric - no an easy feat).
@@MnemonicCarrier Open source definitely works, but China probably needs to move the repositories into China, under Chinese management after the Russians got kicked out.
I think sanction was aimed to slow down their progress and allow US companies to continue to dominate. That's why they still think that sanction is necessary and will continue to use it.
Thanks Kevin for your wonderful program. Always so much meaningful data backed up with supporting graphics and supporting sources. When I log on, I always look forward to your program. The days when there are none really turns me into an addict who missed a "hit'. It looks more and more that the US & the G7 are fast losing their influence. That's great, the rest of the world, especially the Global South deserve their share of prosperity and their place in the world.
As a latin american, with the past 100 years of the US being a shitty neighbor, Im only buying chinese electronics nowadays just to spite US companies. I'm pretty well off, and next year I'm changing both our gm and ford for BYD
@@amonferrariOK,here it is: I believe you won't regret your choice. In the Chinese market, Western brands are increasingly losing their competitive edge, and their market share is steadily shrinking. The Chinese once held Western brands in high esteem, but as Chinese brands have grown more competitive, this dynamic has fundamentally shifted.
Bloomberg is wrong in the commercial aviation market. With the demise of Boeing, their Comac aircraft are already selling well in china and elsewhere. So, they are competitive in this area NOW. As for "Large Tractors", Bloomberg are wrong there too - China is ahead of the west in this area. However we now expect such jingoistic reportage from the western establishment, don't we.
I know you don't touch politics, but I would like you to make a video on how the Trump administration will affect people from the West that do business in China or how it will affect the business between China and USA. When I watch video from the west regarding this topic I get worried, but watching video from someone like you give me some optimism.
To beat Huawei is simple: produce better, cheaper, faster and more reliable equipment for users. Any other strategy onlys works for a short period of time.
Without Huawei African continent would still be stuck on 2G network. Nairobi city is on 5G
Yet London is still struggling with full 4G coverage
@@henfreetravelWith lots of ULEZ cameras. Mayor Sadiq Khan is wasting lots of council tax money.Beyond belief.
Huawei and other Chinese OEMs will completely dominate global telecom on price and performance, and be welcomed as they enable regional and national development around the world.
@@henfreetravelyou’ve got problems. Come to the boonies outside the M25 magic circle
Nairobi city is on 5G and works better than the USA fate 5G.
And after the despicable pagers stunt in Lebanon?
There's no way in hell I'm ever again buying anything even remotely related to western technology.
Shocking that the Taiwanese pager manufacturer seems to be cool about their exploding products.
@@sciagurrato1831 Surprising too, no further action from Interpol.
@@cheekeongchan6605 evidence that the circle of silence is the circle of collaborators
Fully agree
Have fun with that
Arrogance comes before the fall. Always. Best of luck, Chinese brothers and sisters. From Belgrade, Serbia
谢谢你，塞尔维亚兄弟
Theu sued Huawei
Red Star Belgrade!
The thing about Kevin is he isn't some Pro China red book thumpin mouth....
He is telling the "truth" good or bad on what China is doing and what the USA /west is doing wrong and doing it from within China
What the Chinese don't like are the f ache news TH-camrs
携手共向未來!
I bought a Huawei P20 Pro right before the sanctions nonsense began and I'm still using it today with no problems. Huawei makes great products and deserves all the success it achieves.
I also own a Huawei Mate 10 phone from 2017, it still runs like day one and refuse to die! 😆
same to me, from Rogers in Canada.
My wife bought a huawei p20 in summer 2019, it still works well, its battery is better than my iphone 15 I bought 6 months ago.
I still use a HUawei wifi router, works great
Lucky you
Cannot get one now in the states with Stupid Trump ban 🙄
Hoping though
🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳🇨🇳
American companies could have been part of Huawei’s supply chain but they are now permanently cut out, thanks Gina!
Gina, Gina. You will be out of the job soon. You can go to work in the Bulova watch factory!
The US politicians play snake and ladders with do first, think later techniques while China plays chess using strategic techniques after comprehensive thinking. 😂😂😂
@@JCSY1 Mahjong vs tic-tac-toe
@@JCSY1 In a more precise metaphor, China is not on the path of checkmating anybody. China is playing the strategic game of Go. 😊
When in doubt DEL-A.
US should replace the Statue of Liberty with a statue of Ms Tonya Harding.
👍👍😊😊
U NICH taka wolność jak papież któremu urosły skrzydła anielskie - ta statua to krzyk rozpaczy
Statue of Kamala Harris.
😂😂👍
😂
I live in Köping Sweden at 59 degres North and we have Chinese solar panels on our house and they work excellent and give us lots of energy.
Global South countries ( = 85% of World population ) are using Huawei / ZTE products . This includes the new containers port in Peru
using unmanned control cranes & communication systems from Huawei .
The US Longshoreman's Union would never allow unmanned control cranes.
should be called "Global Majority", global south is a name invented by western media to keep things described in their perspetives
@@vulpo ...and can you not see what the future holds for these workers? Unionised workers are a dying breed, it is only a matter of time before economics and technology leaves them far behind.
US has Tonya Harding syndrome. Instead of trying to better herself, she chose to destroy her competitor, Nancy Kerrigan.
usa culture 🤣
No, you are giving Tonya too much credit - she learned her tricks from Uncle Sam.
Thanks to China.... Africa would still be on 3G at best if it was still Nokia, Ericson and Motorola
motorola doesn't exist just like nortel, lucent
Motorola is an American-Chinese brand.
@@EM-dw2yvMoto belongs to Lenovo, a mainland China based company. Taiwan is also chinese.
Correct assessment. And if the US continues banning Huawei, Africa will soon leapfrog the US. 😊😊😊
@@ramonching7772 Africa will what? yeah sure :D
My country Australia was the first the ban Huawei at the behest of the US, Our internet speed ranks about 60 in the world. We have some the most expensive internet, slow internet and are buying second hand subs from the US to threaten China our biggest trading partner. If the internet wasnt so slow here I would describe to you what it feels like to slide into the third world with slow internet, unlike most of the third world which has Huawei.
Corrupted Rudd whose idea is nbn , now ambassador to usa.
Scott morrison banned HW, now working with Mike Pence in a USA military think tank
I was surprised when I arrived in Australia to realise that the internet provided by MTN network in Nigeria, 3rd world West African country, was way faster compared to the Optus network in Australia, a 1st World Western country. That's something I didn't expect and wouldn't have believed if I had not lived in and experienced both.
@@mauriceukaegbu620 Take a train trip from Sydney to Canberra if you want to see a thrird world rail network in action also. We dont have one very fast train. That was scuttled by the Australian government as another 'security' issue. Go well and safe in Australia friend.
What's described here can be viewed as another plus to Australia being a lucky country. Today, surveillance activities rely on high-speed networks to be effective. Australian citizens, therefore, can continue to enjoy levels of privacy higher than those miserable soles beyond the oceans.
@@zdj-h9m Not so. We have just had a disgraceful scandal where poor people were persecuted by the government with a Robodebt IT scheme. Our government is incompetent. Thats not a plus.
harder working people , smarter people , a supporting govt, people working for a dream and improved prospierity
Don't let the Americans know 🤫.
They still believe they are Exceptional 🤪.
but but .. communism bad..
Then why did a man drove an SUV into crowd in Zhuhai since they are living in their dreaming lives?
Meanwhile in America, people prefer living the ideological world of "freedom and democracy" and pay through their noses for everything!
CHINA is NOT the PROBLEM
The problem is the world greatest thug and bully 😅
US is the enemy
CCP is the PROBLEM
Your observations are brilliant.
The hilarious part is that Ericsson and Nokia could not capitalize on this even with the US jackboot on Huawei and ZTE...🤣
Some people think that Huawei is in tough situation because it can only produce 7nm chips for its phones while Apple and Samsung can use 3nm. Well, Huawei is not just an electronic product company, the amount of field that they manage to involve in is insane, and they basically dominate most of those fields.
China is now producing 3nm chips. So they have caught up. As Kevin said they only lag in commercial aircraft. That will not be long now.
Normal Countries cannot compete with Chinas State Backed ,Human Slavery based Innovation industry,,,,
The definition for 3 nm now is not really 3nm, with the Finfet technology, they can stack up the transistors to work like 3 nm without actually having 3 nm gates.
Not every phone needs a 7 nm chip, just themost expensive ones. The products especially for the sub-7nm chips are still not there yet, achieving their production is just for bragging rights at the moment.
What was the logic behind cutting off a population of 1.4 billion people from a market of 340 million people in a world with a population of over 8 billion people? The internal market plus the broader world market would always be more lucrative especially, giving the excuse that they made us do it.
The "logic"
in relation to....telecommunications
for both The UK and The USA
"National Security"
@FunnyBunny-pd5xx Ok, summary, projection.
Altho the propulation of mainland China's provinces is 1.43 billion, its population including all its sovereign administrative & semi-autonomous regions is 1.81 billion ppl with an economy of $40-trillion in total (vs US $28-trillion with 0.34- billion ppl). Fact.
They still think they are the only market of CHina, they are stuck in the 80s and 90s.
The saddest part is there is no logic or poor logic.
America & UK....The Pride Before The Fall
Remember the saying that what doesn't kill you makes you stronger is based on the theory that by going through difficult experiences, people build up their strength for the next, possibly more painful event that may occur. Huawei is just one of many shining examples of the determination and resilience of the Chinese nation !!!
Prior to Trump's sanctions, China was perfectly happy to buy reasonably-priced Western tech rather than spending vast sums to develop their own. When Biden doubled down, he finished burning China's boats, forcing Chinese companies to seek self-sufficiency that the CPC had previously been unsuccessful in pushing. The idea that China will ever trust Americans has been completely destroyed.
I'd loooove to get a hold of Kevin's speaker notes.
he speak so naturally yet everything is so on point in a report. ig this is what you get by working professionally in business for so long
American bans and sanctions have been a gift to China, it encouraged them to innovative, work harder and network with the global majority.
Asia, Africa and South America are benefiting immensely from Chinese products, innovation and developmental assistance.
When one hand washes the other they both become clean.
Yes. Very true. 😂
According to the Harvard Business Review, CN cannot innovate, so it'll always be playing catchup, behind US, EU, India... etc
@jaytea1591 Does anyone still believe any news or information from those US organisation.
@@jaytea1591 Heh, that was 20 years ago. Now they're concerned about "can the Chinese innovate?"
and now add Peru, as Pres Xi opens a new deep sea port 2 days ago. Go global south & advance
100% AGREE ABOUT THE CHART its absolutely terrible
I know. I have to rewind to hear what Kevin said while looking at the dots. Oh my god, I am still seeing dots right now while typing.😵
@@marcc1830 REALLY bad graphic - lie one of those colour blindness tests
No, no, no. It is a great chart. You can easily see the sector and the progress being made in competitiveness and reaching Global Leader status. The picture in the middle show 2 products of leadership.
🇨🇳 has already closed the technology and innovation gap and will pull away from the US and Europe from hereon. IMO the Chinese economic miracle is embarking on the next and most impressive phase.
Yes. Spot on. China is moving towards advanced high tech sectors and they are moving extremely very fast.
Indeed, and 5000 of the best & brightest chinese-americans and chinese-europeans are leaving the US, UK, and EU every week now!!
China's industrialization is no miracle. Every country that followed after England did it faster and faster. They had two centuries of experience and practical application to follow and did it at the end of a gun with dozens of millions murdered along the way.
These facts don't take away from their incredible transformation, but let's keep it in perspective!
@@Skunk106 No, what China did is actually unprecedented in scale, scope, and speed; previous Industrial Revolutions were simpler, smaller, and slower. China transformed 1 billion people, not a few million (Hong Kong, Singapore), 10 million (Taipei province), or 50 million (Japan, Korea). By analogy, China built an entire modern apartment block in less time than others built a small shed or basic house.
It's also false to claim that China used force to industrialize when all evidence shows that China has been a lot more humane than their Western counterparts. It's especially heinous claiming that starvation due to famine is murder, unless you're going to state that the Americans who died during the Great Depression / Dust Bowl were murdered by the US Government. Given that democratic India's death rate was the same as China's during Mao's time, will you claim that India murdered millions of their people as well?
@ZweiZwolf
That's what I said with fewer words. England was first. Germany blew them out of the water when they got serious, and they had much greater hurdles to get there. America was growing all along but didn't get serious until WWI, and we still took a couple more decades and another WW to really flex, but WOW, when we did. After WW II, the rest of the world played catch-up very fast. None of the post WW II growth, including Chinas, would have happened if America did not ensure free and open ocean trade and the global order. That old order is going away.
If we were an old school empire like England, what do you think would have happened. It would be regional wars everywhere Smerica didn't step in. We ensured world trade for alliances against Russia.
Russia did pretty good for the time and place in history, but their another one who murdered at least 40-60 million along the way, and they industrialed more or less by force. I don't disagree that what China did was amazing. Calling it a miracle is just ridiculous.
Give me a fat, sedentary person and a whip or gun, and I can be a freaking miracle trainer. It's that simple!
America could blockade China's oil a thousand miles from her shores and completely crush her economy in 3-6 months without every firing a shot at the mainland. China is completely reliant on the trade that the USA has garunteed for the last 80 years.
I do believe China is on the cusp (10-15 years yet)of transcending their technology, energy, and resource supply chains and their collapsing demographics. If they can pull that off under the noses of America's hawks and war dogs, then we can start talking about miracles.
Thank you, Kevin!
I call you the deliverer of good news. Thanks, Kevin!
An honest analysis which is absent in western mainstream media. Keep up the good work, Kevin.
China is the biggest market and huawei owns the best telecom technology, so what sanction can do to huawei. They don’t need the best chip fab tech to produce their best telecom chips.
With switching gear having constant power they don’t need the smallest chips, and with other developments they could leapfrog even further ahead when optical chips are available.
@@davidlazarus67we know it but Gina doesn’t 😅
I love the observation on the graphic, Very funny. Terrific analysis as always
Very comprehensive assessment thanks sir 🤝
Saw some xiaomi stuff the other day… the screwdriver, pillow, water heater all integrate into the same app!? Wild
Xiaomi is a very good company. Ford's CEO using a Xiaomi SU7 EV,and he doesn't want to get rid of it.I am using one of their off brand phone. Top of the line of POCO,but I will not buying anything else. It is not a cheap cheap phone(500 euros), but it is awesome.
Yeah, Xiaomi is becoming like a Samsung or Panasonic, making all manner of consumer goods. We switched to buying only Chinese-branded goods, and will steadily replace European, Korean & Japanese products with Chinese alternatives when the time comes.
China has basically written off the North American markets of US and Canada. It has also writing them off as suppliers for any produce that China may require. Any business done with them will be treated as a small bonus that do not much of a difference to China.
I was so disappointed when Trudeau decided to cancel Huawei. All because of USA "national security". Canada was threatened to be removed from the "Five Eyes Alliance" if we proceeded. Turns out that was one of many decisions Turd made which has ruined Canada. It solidified our vassal status.
China buys a lot of commodities from North America, which includes Mexico and also Central America. BYD sells a LOT of NEVs there, launching their new Shark pickup in Mexico. BYD will almost certainly assemble in Mexico for Central America parallel to Brasil for South America. We'll see Central America join China's BRI and expand trade in a big way by 2030.
No serious deals can be reached in the anglosphere like US, CAN, AUST, UK, the most toxic of them all. They think trust and diplomacy is like a tap, they can turn on and off every few years.
@@ZweiZwolfdon't be stupid. North America is white. Nobody counts about Mexico as western country. You will never be seen as Spanish.
5G telecom is an essential part of the economy and countries with access to the best 5G and soon 6G networks will drive the development of future technologies and innovation. The fact that western governments do not understand this speaks volumes about their competency.
Yes. That's why China is moving forward very fast while the US and it's allies are moving backwards.
Europe here.
We dont have real working 5G infrastructures.
Just buy it from the US
Poor Europeans.😂
The moment you go into a Zara or Primark inside a shopping mall, there is little to no mobile network coverage. I am referring to may cities in the UK and not to mention mostly no mobile coverage underground. But the thing is, British people don't mind this. That's the diff between Europeans and Chinese. In Kong, consumers won't have it even for a momentary drop off in service coming off the trains.
Thanks as always Kevin. Great analogy about Huawei essentially 'owning' the plumbing. Parallels the situation with the electricity grid, and fossil fuel energy companies attempting to stymie renewables, and storage.
American greed “they” say is good but how wrong they were
huawei rejected 3 letter agencies to put back doors in their equipment.
Hwawei is banned but the military still has exemptions to use them. I guess it's a national security threat to not use Hwawei?
@@jaytea1591 The US has 800 military bases around the world, many of them in places where the ONLY cell service is by Huawei or other Chinese suppliers. If they can't use Huawei, they can't use the local cell network.
It's true
Bottomline: Prohibition creates demand.
Malaysia made a mistake of using Ericsson equipment for their 5G and is now paying the price... Now they announced a second 5G licence.. hopefully the winner will use Huawei 's equipments
Malaysia did not "make a mistake", never heard of corruption?
Better some thing the nothing, like Serbia. Only country in Europe without 5G. Some one promise to Trump that we gonna get rid of Huawei equipment for better one, from west
@@hclau218 Its called "Jake Sullivan "
kopi money
I switched from an iPhone to a Huawei P30 Pro phone on a whim and has been surprised at the quality and performance of it. Compared to my iPhone it didn’t get slower over time, it is just as good as when I bought it. The best way to get a rosebush to grow really fast is to cut it down drastically. Maybe the US should have asked a gardener before putting on sanctions
I always love your videos.. txs bro❤
Thanks. Glad you’re doing these updates, us news is all bs.
America continues to make China great again, thank you Trump. You've go to love Trump if you're Chinese. Trump is a hero in China.🤣
我们非常爱Trump，如果他被民主党判有罪我们会给他政治庇护。
don't forget Gina! She did her part. China will remember her contribution.
😂😂😂@@isFrror
Huawei's 6G is not only faster, but targeted to realtime communications among Intelligent things.
Iot
Once again thank you for the truth, Kevin.
6 years in... Well, 6 more years, and it's game-over.
Love this guy. He sees what I see.
HuaWei engineers are very very smart. I used to work with them, these guys are like superman, can solve any problem.
The US needs chinese goods for industrial military complex,3rd world nation in 20 years
awesome information thanks PEACE
Network architect here. In our industry, the networking equipment implements what we call "RFCs", Request for Comments. These are standards, describing how functions are implemented, what the machine should do in each case, and many others. In all cases apart from Huawei, all major network equipment vendors, Cisco, Nokia, Juniper, etc, etc, would fight to get their own version of the standard approved, or a version that is the easiest, i.e. cheapest, for them to implement. Time and again, Huawei wouldn't care, they would implement multiple competing versions of the same standard. There is no other company on the planet that has the human capital necessary to do this.
Thanks to China's Huawei the third world now has better Internet service than many areas in middle America. 😂😂😂😂😂. I was shocked to discover they are still using dial up in Apalachia. lol
Barring a war between US and China another 4 years of Trump will confirm China’s coming of age moving into technological maturity in fields that matter in the 21st Century. America can decouple from China and re-industrialise and China will de- dollarise in the next 8 to 10 years. This is where it is headed in a de facto way regardless of official pronouncements. Hopefully the significant reduction in trade will lead to small and negligible trade deficits that may help in lowering tensions between the two countries.
Thump next 4 years 🤡🤷
That's WHY the Elites want a HOT WAR !
Taiwan is next Ukraine (don't give 💩 for the people there).
Trump has ALL Warhawks on Staff and Congress 😢. World is going to be a mess because US is acting like a Spoiled BRAT CHILD.
the empire has done all it can to retain its top position for the simple reason, who would pay attention to number 2?
the empire got away with Iraq WMD because it was sole superpower. it won't be able to do that if it's just another power.
Trump in office makes it very unlikely that the US starts a war with China, because he knows that war is bad for business, bad for his businesses. You don't have to like Trump, but he's consistent in that he never acts against his personal self interest. In fact, he is very likely to stop adding new sanctions on China as he understands how they're affecting his personal bottom line, he'll just quietly let them expire.
We're going to have to move out of the US to get good products.
Imagine you want to try out and possibly buy a Chinese EV..... you have to move to Mexico or Thailand ... utterly insane. So-called "land of the free" goes full Idiocracy.
@@randygraham926 never mind the products... you should move to Mexico or Thailand for better quality women.
I really like the way you explain what's going on in the business world. It's a great angle and insight you have within the Chinese market. In a sense, china are doing it right. The forward thinking and first mover way of progress that they implement really catches the west out. Really the west should be making the same moves that the Chinese are and maybe the competition would be better. Instead we have the west shitting their pants and trying to ban or tax it all. Eventually the west will have to realise that they are sooo far behind,and that china are already the next major power. (BRICS).
Don't worry. Absolute majority of the people in the US and the its vassal regimes do not speak any Chinese, and and never have both the incentive and the ability to watch videos or read text in Chinese. And ALMOST ALL western media outlets in both the US and its vassal regimes never faithfully report on China or just anything and everything Chinese. Therefore, the absolute majority of the people in the US and its vassal regimes would never find out the facts and reality one way or the other, and thus they will always live ever happily all their life. So, there won't be any problem for them, and the politicians in power in the US and its vassal regimes will have no need to deal with the facts and reality one way or the other. So, even the oligarchs and their politicians will always live ever happily all their life.
@@etbuch4873
Until "the people" ask "WHY are you sending us (individuals) to war against China while OUR economy is failing?"
Then they'll realise that is precisely WHY they are doing so.
Seriously, I get more "So that's why it is." and "Didn't see it that way" from Kevin's video than anything from Bloomberg, WSJ and FT add together.
thanks again Kevin
Here in South Africa, the MTN Group in partnership with Huawei, has completed the first 5.5G network trial in the country. This is four years after MTN South Africa launched 5G in 2020.
This is not surprising - Huawei got into the position they were because their equipment was high performance and very reliable - and if not exactly cheap (really, nothing in the telecom equipment market is cheap) then at least highly competitive with the other players. They also made the correct call on 5G and focussed heavily on mid-band systems - although mmwave isn't exactly dead I can't see any signs of a stampede to implement it.
6G on the Chinese mainland now.
Chinese telecom equipment wasn't cheap, but it was generally more affordable. Now they're moving to 6G.
Those people walking on tight rope ...😮
The bully has been hit by its own boomerang. What a fool he/she is.
China is our biggest trading partner my country would be trash without them .
I would very much like to see Huawei phones back in New Zealand, even with Harmony OS.
What's that old saying about "Digging holes?"🙂
Even if the USA DoD continue to ask for a waiver to allow them to maintain their comms systems. At least the USA is "safe"
Yep, national security agency asking for waiver to use equipment that they banned for national security reason. That's the most ironic and moronic thing that I have seen in years. Is there a word for that? Mironic?
@@marcc1830 IRONY OF IRONIES...It surely does tell a tale...
@@marcc1830 -- Moronic is a good word to use...
@@marcc1830😂
This strategic growth is a testament to Huawei's commitment to providing high-quality solutions and enhancing global communication infrastructure. Protectionism has proven time and time again to be a losing strategy; still, it's interesting to see the U.S., one of the world's greatest nations, meander backward under the pretense of progress. Great take and an engaging topic.
I'm favored financially with Bitcoin ETFs approval, Thank you buddy.$32,000 weekly profit regardless of how bad it gets on the economy.
Same here, I believe the Bitcoin ETFs approval will be life changing opportunity for us, with my current portfolio of $108,000 from my investments with my personal financial advisor i totally agree with you
YES!!! That's exactly her name (Margaret Emily) so many people have recommended highly about her and am just starting with her, Kairangi from Brisbane Australia..🇦🇺
people are ignorant of profitability in bitcoin investment and that has been the major issues limiting their investment
She is my family' personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.🇺🇸
This sounds so good and I would like to be a party to this, is there any way I can speak with her?
What the United States sanctions is worthy of the trust of other countries.
So good to have Kevin back with insightful analysis again.
I'm tired of the sanctions and tariffs. Whatever happened to free trade being part of a free market competition? It use to be the American way.
Another well researched report, Kevin. Thanks.
Everybody loves to see a bully brought down. The US keeps underestimating the Chinese - a fatal flaw in their hubris.
Translation: Huawei means splendid achievement, that says it, be good
Huawei deserves their success. They beat the sanctions
Great analysis!!!! Congrats!!
Greetings. Interesting analysis. Thanks for the links.
God bless you for this sober information !
in the networking company I work for. I actively advise them to use Huawei networking devices rather than Cisco. they are just so much better.
I remember when Huawei open it's first office in Sweden some 20 years ago, when Ericsson, Nokia, and others were world leaders.
How everything has changed in just 2 decades.
Great presentation. If only "they listen". Please feel less bitter and frustrated. You can't change a bunch of ostriches anyway.
科技掌握在文明手中
a civilization; which is people can not talk bad about their government.
@@marcusclarkson5520 -- What do you want them to say? Unemployment is high when it is not... Homelessness is out of control when it is not....Food prices are sky high and people are begging when they are not... City streets are filthy and much crime when they are not.... Trains constantly run behind schedule when they do not.... Subways marked with graffiti when they are not.... Taxes are high when they are not.... Air and noise polution is overwhelming when it is not.....Xi is doing a bad job when he is not.... Tell me what do you want them to say about their government???
Remember it was Trump and Trudeau who decided to enact a 10 yr old warrant against the Huawei executive (owner's daughter) who after a business meeting flew back to her Canadian home to be with her children. Three Canadians were then detained in China. But the news never mentions the third Canadian because he was found guilty of drug smuggling and is still in China jail. It was not China which started the 2+ year arrest costing million$$ in her legal battle. She was NOT found guilty but she and her family left Canada for China. So who should be speaking out about their government?
如果你能负担得起，建议你去中国短暂旅游一次，即便你讨厌那个政府，那里的不一样的风景（大量不同的人文景观），包括那里的人民，相信不会让你觉着讨厌，你可以近距离的去感受。你可能接受了太多犹太资本控制的媒体塞给你的或真或假的负面信息，让你无法做出合理的判断。我并不是为自己的政府辩护，他们有不完美的地方，也有让人讨厌的地方，但他们也是由大量普通的公务员组成的，他们就在我们身边，跟你我一样都是普通人。@@marcusclarkson5520
Looks like China will be ditching Windows for their homegrown HarmonyOS (created by Huawei).
China govt, govt linked companies are to replace western IT hardware and software by 2027. So goodbye to Intel, AMD, Microsoft and hello to Huawei HarmonyOS and Loongson CPUs. China can play de-coupling too.
China is already moving from Windows to Chinese desktop Linux. Other OEMs are working on next gen desktop hardware (RISC-V) and OS. This is very early, and it's not at all clear what the standard will be.
@@ZweiZwolf I have very high hopes for RISC-V. China needs to develop a "movement", not just a "standard". The open source model works, but China needs to create something similar (something that isn't US centric - no an easy feat).
@@MnemonicCarrier Open source definitely works, but China probably needs to move the repositories into China, under Chinese management after the Russians got kicked out.
Thanks Kevin.
My Chinese students love your content.
I much prefer "bubble charts".
Thanks Kevin.
I think sanction was aimed to slow down their progress and allow US companies to continue to dominate. That's why they still think that sanction is necessary and will continue to use it.
Thanks Kevin for your wonderful program. Always so much meaningful data backed up with supporting graphics and supporting sources. When I log on, I always look forward to your program. The days when there are none really turns me into an addict who missed a "hit'.
It looks more and more that the US & the G7 are fast losing their influence. That's great, the rest of the world, especially the Global South deserve their share of prosperity and their place in the world.
Great job!
in uk, prices went up and mobile internet speed sketchy.
As a latin american, with the past 100 years of the US being a shitty neighbor, Im only buying chinese electronics nowadays just to spite US companies. I'm pretty well off, and next year I'm changing both our gm and ford for BYD
我相信你不会为你的选择后悔的。在中国市场，西方品牌开始越来越缺乏竞争力，市场不断萎缩。中国人曾经很崇拜西方品牌，但随着中国品牌的竞争力增强，这一局面已经得到根本改变。
@@罗建-g4h can you translate? Many thanks
@@amonferrariOK,here it is: I believe you won't regret your choice. In the Chinese market, Western brands are increasingly losing their competitive edge, and their market share is steadily shrinking. The Chinese once held Western brands in high esteem, but as Chinese brands have grown more competitive, this dynamic has fundamentally shifted.
Bloomberg is wrong in the commercial aviation market. With the demise of Boeing, their Comac aircraft are already selling well in china and elsewhere. So, they are competitive in this area NOW. As for "Large Tractors", Bloomberg are wrong there too - China is ahead of the west in this area. However we now expect such jingoistic reportage from the western establishment, don't we.
As the old saying goes, " when you dig one hole for your enemy, don't forget to dig one for yourself "
There is little point in more investment in obsolete systems and equipment. US telecom companies are just being rational
thanks for your talk
Thank you sir! Have a great weekend.
Do let Mr. Trump know, please.
Excellent..Keep on reporting Kevin
I know you don't touch politics, but I would like you to make a video on how the Trump administration will affect people from the West that do business in China or how it will affect the business between China and USA. When I watch video from the west regarding this topic I get worried, but watching video from someone like you give me some optimism.
Bloomberg is even biased about a chart about China. 😂 Gotta love it. At least they have the courage to make it. Kudos 👏
There is simply no stopping for Huawei. Powering full steam ahead!
Thanks Kevin for another wonderful video alway looking forward for more of it 👍🏼
To beat Huawei is simple: produce better, cheaper, faster and more reliable equipment for users. Any other strategy onlys works for a short period of time.
Dude, you are awesome. Great info, great delivery. And your dry humor, the bloomberg chart was horrible. lol. Well done bro.