Huawei: Nouveau

Most expected a slow fade.

By focusing on the domestic Chinese market (population 1.4 billion) plus friendly markets (Russia, MENA, Southeast Asia), Huawei has found a comfortable rhythm. They no longer need Verizon or Vodafone. nouveau huawei

Nouveau Huawei is no longer begging Google for forgiveness. It is building the “walled garden” that Apple perfected, but with a twist. It is hardware-agnostic (in theory) but ecosystem-dependent in practice. If you buy into Nouveau Huawei, you aren’t buying a phone—you are buying a passport to a parallel digital nation. The "China First" Strategy Old Huawei wanted to conquer San Francisco. Nouveau Huawei has realized that Shenzhen is bigger. Most expected a slow fade