The transcript of a recent internal presentation by Huawei CEO Ren Zhengfei attracted much attention in the press and was interpreted as a strategy to counter restrictions to access the US and other markets, and to impose Chinese global dominance in telecommunications as a strategy to counter restrictions to access the US and other markets, and to try to impose Chinese dominance in the world. I read the entire transcript and found that it provides valuable context to frame Huawei’s recent product announcements and analyst presentations.
