An article of two halves
First half was a little off point on the facts and what lies behind them.
The US, seeing Huawei (and China) about to overtake it on technology (especially 5G and its industrial ramifications) set its sights on choking China and destroying Huawei. Both 'choke' and 'destroy' were the words used.
Huawei suddenly found itself having to react to seemingly insurmountable problems across the board.
Like Gromit on that train, laying the tracks in front of him at lightning speed to avoid it derailing.
They have pulled off the impossible. In five very short years they have done what it took Apple and Google took fifteen to achieve and gone beyond even that.
They wrote their own ERP system, MetaERP. That alone was a gargantuan undertaking. And even 'gargantuan' is an understatement.
They de-Americanized over 14,000 components and set about getting HarmonyOS and EulerOS into the hands of consumers and industry players.
They entered the automobile sector and have done the impossible there too. The GOD network putting them on the map with their self-driving goals.
They have pumped up their cloud business and not lost sight of their ICT infrastructure business either.
In 2018 they announced their AI plans and although they took the biggest hit in terms of advancement, new products are coming to market.
They have just opened a gigantic R&D Centre for semiconductor research and are still one of the world's top patent filers.
HarmonyOS specifically, is more than what has gone before. You only have to sit through the three hour HDC keynote to see where they want to go with it. Pay special attention to the references to siloes because it seems that companies like Apple are implementing ideas from HarmonyOS at each WWDC. The question is whether they are punching holes in those siloes (kludging it) or reworking the foundation of iOS. HarmonyOS was designed to be distributed. iOS was not. Apple has begun implementing years old Huawei features in recent years.
Apple cannot touch Huawei in terms of ecosystem. HomeKit was going nowhere and needed Thread/Matter to even remain relevant.
Now, cars play a part in that ecosystem with car to home TV video conferencing as well as car to car video conferencing.
Nearlink is a reality along with devices starting to support it.
All in five years. I would never bet against them because they simply have no option but to continue. They have to make it work.
The work on applied research and every single aspect of chip manufacturing will move as fast as it can. There are unknowns here but, like I said, I wouldn't rule out progress. Huawei has a habit of throwing thousands of scientists at hard problems and often gets results (polar codes for example). This time it isn't just Huawei and its investments in other companies. It is hundreds of universities and startups looking to solve the same problems.
ASML is now speaking its mind and pushing the Dutch government to cater to its own needs. Top Korean politicians have made similar comments.
With BRICS+ and Africa and South America there and open for business along with Asia itself I say things even look positive.
The US chose to weaponise technology. You only get to do that once and that ship sailed five years ago.