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TechCheck

Huawei’s Tech Advancements, U.S. Chip Revival Snag 11/25/24

TechCheck

CNBC

Disruptors, Investing, Faang, Technology, Business, Management, Cnbc, Tech

4.856 Ratings

🗓️ 25 November 2024

⏱️ 7 minutes

🧾️ Download transcript

Summary

Apple CEO Tim Cook is visiting China for at least the third time this year as he looks to shore up relations ahead of a potential trade battle under President-elect Trump. It comes as Chinese tech giant Huawei makes smartphone tech breakthroughs to rival Apple and Google, while America’s chip revival under Intel hits more snags.

Transcript

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0:00.0

Tim Cook is in China again today. It's his third trip so far this year as the Apple CEO looks to shore up relations ahead of Trump's potential trade battle.

0:08.4

And it comes as Chinese tech giant Huawei is set on making their clearest play yet to split their phones from U.S. software.

0:15.4

Our dear Deboza is looking into that in today's tech check. Good morning, Dee.

0:18.7

Hey, good morning, Carl. Turns out cutting off China and blacklisting Huawei that has only fueled the drive to create their own chips and software.

0:26.1

Another signal comes this week with the release of Huawei's new Mate 70 smartphone,

0:30.8

which builds on a hardware breakthrough that it made last year with the Mate 60.

0:34.7

Now, that one included an advanced chip made by Huawei's semi-arm

0:38.1

that industry observers, they didn't even think it was capable of. With this model,

0:42.9

Huawei is also launching its first fully homegrown operating system known as Harmony OS,

0:47.6

meant to compete with the two dominant ones out there. That's, of course, Apple's iOS,

0:51.3

and Google's Android. Now, this would essentially be a third Chinese rail as Huawei positions itself

0:56.2

is self-reliant, challenging Western dominance not only in smartphones, but this, of course,

1:00.6

has implications for the generative AI arms race as well.

1:04.1

It is likely no coincidence that its release coincides with Tim Cook's latest visit.

1:09.4

Wallway's last product release that came just hours after Apple's iPhone 16 unveiling in September.

1:15.1

And then that Mate 60 with a breakthrough in the microchip, that was released during a visit from U.S. Commerce Secretary Gina Raimondo last year.

1:23.7

Now, shortly after, she called that development incredibly disturbing.

1:27.2

And she said that the threat from China was different than that of the Cold War decades ago, quote, it's technology, it's AI, it's moving fast.

1:35.5

Now, this is, of course, a threat that the incoming Trump administration will continue to try to combat.

1:41.5

The question that still remains, though, is how and how do you enforce it?

1:45.5

The original export controls on Huawei, they were implemented in that first Trump administration.

1:50.2

It did have the effect of just crippling Huawei's smartphone business, but less than five years

...

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