Sunday, April 04, 2021

Inside Huawei, and Wuhan after the pandemic

The first three videos below are episodes of Japanese director Takeuchi Ryo's ongoing series on Huawei. 

Ryo lives in Nanjing and speaks fluent Mandarin. He became famous for his coverage of the lockdown and pandemic in Wuhan. The fourth video below tells the stories of 10 families: how they survived, and how their lives have changed.

The general consensus seems to be that Huawei is 2+ years ahead of other competitors in 5G technology, and has a very deep IP position (patent portfolio) as well. In AI applications my impression is that they are also strong, but not world leaders at the research frontier like Google Brain or DeepMind. Like most Chinese companies their strength is in practical deployment of systems at scale, not in publishing papers. In smartphones and laptops they compete head to head with Samsung, Apple, etc. in all areas, including chip design. Their HiSilicon subsidiary has designed Kirin CPUs that are on par with the best Qualcomm and Apple competitors used in flagship handsets. However, all three rely on TSMC to fabricate these designs.

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