Tech Brew Ride Home The Rise of Huawei with Dexter Thillien
May 12, 2019
Dexter Thillien, a telecoms analyst known for his insights on Huawei, dives deep into the company's dramatic ascent in the telecom industry. He unpacks how Huawei transitioned from obscurity to becoming a leader in 5G infrastructure, all while debunking myths about its ties to the Chinese government. The discussion touches on the geopolitical impact of Huawei's dominance, particularly regarding patent control and international security concerns, shedding light on the complexities of global tech leadership against a backdrop of cultural tensions.
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Huawei's 4G Debut
- In 2009, Telenor, a Norwegian telecom company, chose Huawei for its 4G rollout.
- This marked Huawei's debut on the world stage, showcasing their quality and competitiveness.
Huawei's 5G Advantage
- European telecoms overspent on 3G, impacting their 4G investment.
- Huawei capitalized on this by investing heavily in 5G R&D, while Nokia and Ericsson consolidated.
Lack of US 5G Players
- There's no major U.S. company that can build 5G infrastructure.
- Smaller players exist, but no single entity can lead in this technology.