Your ability to deliver value is being held up by

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- your ability to deliver value is being held up by another company in your ecosystem, Samsung is not the one that is moving the OS forward - Just Hardware SoC - VERY important - all major components on one chip - eg GPS, etc - lots of R&D go into this and must work extremely well - a lot of money being put into this area Huawei + - Telecom strengths - SoC - Low-end / B2B - Telecoms Negatives - Low margins - Low / no brand awareness - Poor brand image - Transitioned - Telecoms to B2C - Drive to develop superior products - Talent acquisition - hiring top designers/engineers (eg Chief Designer at BMW) - Own OS - Very high R&D expenditures - R&D offices throughout world (IS, India, Germany, France) - 5G - Collaboration - with other great companies, just like they did in the 80’s/90’s, not to another area - there is a skillset associated with maximizing value from collaborative activities - - Dual brand strategy - Huawei - Honor - young people, online only, midrange (didn’t do low range - more competitors and more coming in - see table 7a) - Brand strategy discussion - cascading technologies from high to low (only works if right cost structure) - must keep differentiation clear - Can also leverage a core technology through everything - maybe how you talk about it is different - - Maintaining Competitive Advantage? - Lots of new competitors (not good)
- Of the things where they currently have competitive advantage, which will provide the same advantage going forward? - Telecom equipment - Yes - continued investment, strong position, relationships with carriers - Technical standards - huge benefit going forward (insights to allow them to work on product applications to mesh with those standards way before other competitors) - OS? - R&D and collaboration- global R&D centers - SoC - could drive huge benefit in future - Brand - very strong in China, but not as strong in the US - Scale - He would not be shocked if they were #1 in the next 5 years -

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