1 year later - Did the Huawei ban work? 

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I wrote my Master's thesis about this topic :D Always nice to see your perspective on this!

The US did the same thing to Japan in the 80s. Once a bully always a bully.

The USA is very much aware of Huawei's chip issue. They've repeatedly tried to block sales of chip-making machines by ASML to Chinese chip manufacturers in fear of a Chinese TSMC rising up.

This is a dangerous move to say the least, it's definitely a hard job for Huawei to battle this ban but if they survive and manage to work around this they'll basically be the most independent phone and networking company in the world.

The arrest of Huawei founder’s daughter spells “Alstom acquisition by GE” all over for me.

"What does not kill you will make you stronger."

Meantime, Samsung is enjoying the battle...

One country Vs One company and they still trying after one year. Jokes on America.

Someone should really give arm a hand

If huawei beats the systems Then it will be the biggest middle finger to us. Waiting for it

I Just found this channel and am in complete awe of the quality and aesthetics of your videos. So mesmerizing, I'm binge-watching them rn

Moral of the story: Don't do business with US companies if you are aiming to become a market leader.

Watching this on my Huawei phone, from USA

Imagine Huawei devices having Google services they will stay at the top for many years but I'm a big supporter even tho I'm not in China and I'll keep buying their products

From the Huawei ban, many more international companies will pay more attention to their own risk management; especially, to decouple dependency on US technologies. It's definitely not a good sign for the US high tech firms in the long term.

You know you can install fully working GMS on newest huawei phones unofficially? Here in Russia they can do it right in the store when you buy your phone.

Germany still.has Huawei smartphones like p30 and p40 .. Huawei is allowed to keep Google support for 5 years ...

Watching this on my Huawei mate 10 pro

I wonder how on earth you don't have more subscribers , I've watched every single video and it helped me have an insight on multiple matters that might not be visible to the average consumer , love your content man .. keep going and keep these wonderful videos coming👏🏼

When you bully, you invite your friends to join the bully, but not all friends agree to jump into the bandwagon. So you force the neutral kids to bully with you at gunpoint...

To paraphrase Dom: The problem with putting your foot on Huawei's neck is you can never let it up. Don't know if the ban was justified or not. Either way the US has a relatively small potential customer base, and it was clear from the start that losing that, and suppliers (even if those are important) only will force Huawei to become self sufficient, and to focus on other regions. They likely have the money, manpower, and facilities for it, or already working on it.

But amidst all these hurdles, with some stroke of luck, if Huawei somehow manages to manage all these and survive, they will become much more than their competitors. Remember the quote “necessity is the father of innovation”. If they succeed, they will emerge stronger.

On the other hand , if these chip makers and google, can't sell to Huawei, aren't they also losing money.

Not doing too well .. it's October 1, 2020 Huawei and SMIC's claims aren't materializing. When this started SMIC could produce 14nm chips and Huawei needs 7nm to produce it's Kirin processors. TSMC/Samsung prototyped 5nm in 2003 and went full production (5nm) in 2019. THAT'S 16 YEARS ! (with no stealing of other companies' IP) TSMC will be producing 3nm in 2021. Keep in mind that the ASML lithography imagers are from the Netherlands. These efforts are JOINT, meaning the various parties TRUST each other and have disclosure agreements to respect IP rights. ASMLs have US technology as part of the components which are patented. The 3nm effort is like the previous generations, US, S.Korean, Dutch, Taiwanese collaborated to accomplish the product.

I dont know man, i certainly want huawei to survive and being out there to compete, but one thing the US doesnt like is competition....despite the fact that it is a pure driving force for better pricing, innovation, and quality.

With an embargo on Huawei, its now the biggest phone manufacturer in the world

Just ordered my P40 lite and a Huawei smart watch 😬😬😬 i felt so guilty.... But phones are expensive in South Africa. Huawei offers the BEST value for money by far. And we are geopolitically aligned with China.

When Huawei get up again, it will be much stronger independent giant, and no one will stand in it's way, actually it is a mistake to play like this with giants.

watching from my nova 7 5g via youtube advance with no ads. LOL

Have this conversation again in 12 months time and lets see where Huawei is at? Maybe impossible for a EU or US company, but Huawei is Chinese, and Chinese are known for their resilience. Long run the losing side will be the US and EU as this has forced the Chinese to manufacture their own Chips and in time they will get and reach TSMC capabilities. China will not allow it's high tech business to be bullied by the US and EU. I am convinced Huawei will overcome this period and come out of this.

I love you videos, keep up the detailed reviews of tech topics!!

I'm watching from my honor in the U. S IT didn't effect me at all I have all apps with petal search which replaces Google playstore and works just as good

The vertical line between huawei and google at 8:09 is not straight and it’s killing me.

Huawei: Strike me down, and I shall become more powerful than you can possibly imagine!

what America is doing, doesn't that go against capitalism?

Imagine the day Huawei actually overcome those three challenges, that would be like mission impossible for technology industry

I find the US strategy quite questionable. First I don't trust US manufacturers any more than Chinese manufacturers and I guess that this is basically the reason why many countries will not go along with US sanctions regarding network equipment. It might actually encourage them to provide local alternatives for both Chinese and US products in the long run. It would probably have been more productive to enforce more transparency and implement more rigorous regulation to enforce security of network devices instead of just banning Huawei. It might be difficult for Huawei to replace both Android and domestically produce their hardware, but in both instances they will almost certainly succeed with their gigantic local market, especially considering that Chinese consumers can be quite effectively coerced to prefer Huawei. While evaluating the dependency on Google might do some short term benefit, the price is that this dependency is no longer there in the aftermath and instead a new platform will become a competitor for Google and remove the control Android as a platform provides to the US. It might also push other manufacturers to switch to Huawei's platform and further weaken the US. It's stupid to overlook that sanctions against a country controlling 1.5 billion consumers might not be very sustainable. All Huawei needs is a small armada of translators in order to have a sufficient number of developers for all international markets. No US company has that much scalability. If Huawei will be allowed at a later time to reenter the US market, they will be much more independent and thus dangerous than they might be now. And of course there will be no regulation that ensures a certain level of trustworthiness. I believe it would have been much wiser to keep the dependencies alive and use them to impose regulations instead of burning bridges and ignoring the fact that rivers can be crossed by other means.

yeah it worked in the favor of huawei becoming a more better company

"If you can't enter their market don't let them enter yours either"

That was a great breakdown. Keep up the good work.

you forgot their focus on Iran's telecommunication and phone market nowadays they sponsor music videos in Iran

It’s gonna be really interesting to watch this video next year

Is it me or is that since its the USA banning huawei it makes me want one even more 🤔

Their phone business basically collapsed recently.

Is only me, who thinks Chinese companies are being treated badly in the US, only because they are Chinese.

Your analysis and breakup of the topic is sooo good. It's readily understandable and quite logical. Really admire you video content.

Did you know Huawei just double down invest $6.7 billion in chip manufacturing 2 days after this video is out? I don't think that's good for US in long run or even TSMC

I used to work for an employee owned corporation, SAIC, Science Applications International Corporation. It was great and we had a huge advantage for winning contracts. In any government procurement, there might be 5 bidders, three of the bidders were SAIC. We won a lot of contracts. Each faction in the corporation had its own bid, and the best of the three would win the contract, that arm of the corporation had the other two arms to staff from for employees that were already up to speed on the issues of the contract. The corporation won the contract and the government got a great delivered product usually way better than the government wanted. Most of my retirement was earned during the decade+ I worked for them. By the way, the US Government broke them up to make sure that SAIC went old school corporate. It is no longer employee owned. That is American Exceptionalism for you. It took the built-in entrepreneurial spirit out of the company. Now they are money grubbing capitalists all over again.

Great business analysis Marten; I've been following your Story Behind Series for years (on my personal account), and love the depth and detail you go into. I also think that Tech Altar is uniquely positioned, in terms of the content you deliver, versus other regular gadget and tech review. Continue the great work. Cheers!

countries hard to deny huawei because they give the best price for that kind of services

Wow that was excellent and a super in depth but easy to understand video, awesome

Considering they've already developed 6G tech and as of today, launching satellites with 6G on it for R&D, I doubt Huawei would break. China has a knack for becoming self-sufficient, I mean, they're even building their own space station.

Usa do same to Japan 😆😆😆 ... Huawei need to more focus on open source ecosystem ...rics v ,Linux , android open source part ....bring developers

Your content is amazing, nobody ever explains Huawei ban like this keep going Tech Worm! 🤘🏻

You definitely deserve 1 mil too. Noone else really makes these kinds of videos on YT 🙂

I feel so sad, i really love Huawei and it hurts me 😭

Is Global Foundries still relevant? Years ago was the TSMC's main rival

Huawei can survive despite the unfair treatment and sure App Gallery is now the world's 3rd largest app store. And do you really think those companies will not do anything to help huawei.

Thanks for all the insight and info you share!

Love your content man. Keep it up!

So,This is how a Billion Dollars bullying looks like.

I hope Huawei help expand and innervate RICS-V Chips because ARMS chip is more likly to be dead in the future.

When the banned got authorized, their companies will extended the updates based on App Gallery and will stand on their own systems, the Harmony OS that began on the first year in 2021.

And one year after this video was made Germany is removing's Huawei hardware for its networks.. And this seems to be spreading to the rest of Europe as well.

I'm going to buy a Hawaii I'll still buy it even though it's banned I don't care that will make me want to buy even more

Philippine telecom will still use Huawei 5G, as the Philippine government under the current administration is silent or even favored to the Chinese government, but some telecom is decreasing its reliance of Huawei, and buy equipments from Ericsson.

Will come back to watch this a year or so later.

somehow I will always root for them for being bullied

I watching this video uses my mate10 pro,after two years, it is run quickly like a new phone😂😂

After watching the Friday Checkout for so many days and the "TA" logo being on the right, I actually felt weird for a couple of seconds... Gr8 video tho...loved it!!!

this also signal that other companies have to be careful with Google and other companies under US

Wow this made my day so much better. Thanks.

I wouldn't be surprised if in 10-15 years Huawei & China bounce back with the world's most powerful, efficient and price-competitive chips. Necessity is the mother of invention, after all.

The way he speaks is so satisfying

Confronting all the US bans in the past and present, China manages to develop Nuclear weapons, Space exploration and soon a Space Station, and the Beidou navigation system. When China was prohibited to join the International Space Station mainly by the US, they develope their own and will be in operation in 2022. They are inviting international scientists to participate in some projects and not hard to guess, which country is not on the invitation list. When GPS suddenly shut down the navigation system to a China vessel in Middle East, China decided to develop her own navigation system Beidou and is now in full operation. The harder you hit China, the harder China will rebound . The American should be careful what they ask for!!

What the name of the music you used in the intro/background?

It's so sad.. The 2nd best smartphone maker in the world (after apple) could fall victim to the usa imperialism..

Thank you for the update on Huawei Ban. Ever since I started to use my huawei mate 20 pro I'm in love with Huawei company. Its a shame what the U.S has done to the best company

Your audio isnt clear :3..I love watching your in depth analysis!

Toshiba and Alstom: This sounds familiar to us.

Last time I was this early, Huawei is still in the US

Worth to say the main equipment suppliers for TSMC, Intel and Samsung to manufacture their chips are mainly American companies such as applied materials and lab research also software tool vendors are also American thats why USA was able to put pressure on TSMC to ban Huawei

Weird that some company are not owned by the US, but United States always has a say in these kinda of affair. Interesting

You should make an update video on this topic.

I still have my Huawei phone (Huawei Nova 5T). And yes, I still have GMS.

People never know Ericsson and Nokia also has business with Iran.

I do wonder, would it be possible to install Google apps and services with a Gapps.zip you can flash to the phone? (Like, from opengapps.org/)

I have the P40 Pro and in my opinion not having Google play store is actually good, I can access Gmail and RU-vid on the browsers available and the apps I need can be downloaded from apk or from the App Gallery plus less notifications every time I get an email when I can check daily

Huawei need to release "Explorer Edition" for their phone. Where power user can install custom OS like LineageOS

I will be truly surprised if Huawei have not started to look for alternatives to ARM, like RISC-V - an open source architecture (well its actually an ISA, if you wanna get technical) that has started to receive some love from manufacturers over the last couple of years. Its still really new, and no one really knows if it will succeed, but it did force ARM to start a smear campaign against it (that failed miserably, because it was seen as "The big bad corporation attacking a small open source project" and it was that) and after that ARM changed the way it licences cores, on order to better compete with RISC-V (which is free).

Missing one thing, the US forced Canada to bend the law to arrest the Huawei CFO Meng

I work at Huawei and what you said about Huawei needing to build Huawei Mobile Services with very short notice is absolutely true. A lot of my work actually involves working on those new services and a lot of users are unhappy with the compatibility issues a fast switch between GMS and HMS brings about. That said, things are changing fast and users will get used to it as third-party devs start implementing HMS compatibility within their apps and more apps are added to the App Gallery (Huawei’s replacement for the Google Play store).

Trump: "Free International Market my ass..."

I am most curious to see if they succeed at bringing together the chip and software pieces together for a full vertical integration. I wouldn’t say it is a battle that Huawei will take. I think China will. And the US ban gave them the political justification to go all in in that battle. I think there is a big risk that within 20 years, the current leaders will suffer to survive, and the power of China will increase at the expense of pretty much the rest of the world. Keeping them dependant would have probably been a safer route on the long term, IMHO

This really makes me sad. I loved my Mate 10pro. It aged fantastically well, compared to my previous Samsung phones. I was certain to keep buying Huawei phones in the future, but I really too much on Google services. No more Huawei products ☹️

It’s historically always a poor bet to bet against the Chinese

Well, it worked for me. The consumers where hesitant, prices dropped and I managed to buy the Huawei Mate 20 lite, for only 170euros, insead of the initial price of 270. :P :P

I had a dream in which you implanted hair on your head and started doing crazy things like shouting in the videos. 😂. Great content btw.

Toshiba , Ericsson , Alstom, Alcatel, Total (formerly ELF)