Enterprise

Analyst: Qualcomm will fall as Huawei rises again

Plus, the US government orders an investigation into the new Kirin chips

Published

September 8, 2023

Luigi Leonardo

The decline of Huawei is finally at an end. After the bans from the American government sank the company’s dominance, the Chinese brand is bouncing back. Its biggest salvo to mark the new era was the launch of the Mate 60 series. According to an analyst, the series isn’t just a win for Huawei but also a loss for Qualcomm.

Qualcomm versus Kirin

The Mate 60 series touted a new chipset: the 5G Kirin 9000 series. The 7nm chipset was reportedly manufactured by China’s SMIC. Now, the key to Huawei’s new chip is that it was made in China, reducing the reliance on foreign companies.

According to analyst Ming-Chi Kuo, the in-house, China-made chipset will ultimately harm Qualcomm. After all, Huawei is (or was) one of the biggest customers for Qualcomm. The Chinese brand often used the latter’s chipsets to boost its smartphones’ performance. However, the bans from several years ago severed ties between the two. Eventually, Qualcomm reportedly received a license to continue business with Huawei but only for 4G chipsets.

Now, with Huawei firmly investing in its own chipsets, the long-standing relationship between Huawei and Qualcomm might finally be at an end. Kuo expects that Huawei will no longer order as many chips from the chipset maker anymore.

Further, the analyst predicts that other Chinese brands might also reduce their orders from Qualcomm. “Qualcomm’s SoC shipments to Chinese smartphone brands in 2024 are expected to be at least 50-60 million units lower than in 2023,” he writes.

On the political side

The American government isn’t taking the new developments lightly, though. According to Reuters, Representative Mike Gallagher is pushing the Commerce Department to end all American tech exports to China. Huawei’s latest chipsets “likely could not be produced without US technology,” the representative said.

The implication is clear. Gallagher believes that the new Kirin 900 chipsets are in direct violation of the ongoing American bans started in 2019.

Also recently, the Chinese government started ordering its officials to stop using Apple and other foreign brands for work. As a result, Apple’s stock value dipped from the loss.

Despite how long the bans have been ongoing, the trade war between the United States and China — with Huawei still being the center of it all — is still alive and well.

Enterprise

Global Connect Show Shenzhen empowers Chinese enterprises

Opportune time for new Chinese enterprises to go global

Published

June 2, 2026

GadgetMatch

The Global Connect Show Shenzhen 2026 (GCS SZ 2026) was successfully held on June 1 at China’s innovation hub.

More than 100 Chinese enterprises joined the event, encouraged to expand into international markets.

The program focused on three core pillars:

Chinese brand going global
Global channel connection
Dedicated “Into the Enterprise” series

China has developed a new generation of internationally competitive companies across various sectors, including:

consumer electronics
smart hardware
artificial intelligence
robotics

As these companies enter a new phase of going global, demand is growing for global communications, brand building, market trust, and localized business networks.

As such, the Global Connect Show is one of the platforms to be able to strengthen the relationship across enterprises, partners, business associations, and even media and influencers.

It is a significant window for innovative brands to enter global retail channels by building compelling brand narratives and developing strong localized operations.

This year’s GCS is the third staging of the show, which consistently aims to match Chinese brands with partners through a results-first approach. Such an approach includes hands-on product experiences, presentations, and one-on-one meetings.

Enterprise

New US-China ban might affect 75% of phones, laptops

Companies can no longer use Chinese labs to test their products.

Published

May 5, 2026

Luigi Leonardo

The United States is continuing its crusade against Chinese technology today. However, the target now isn’t a company from China but a method important to a lot of non-Chinese brands.

Today, via Reuters, the Federal Communications Commission (or FCC) has unanimously voted to prohibit companies from using Chinese labs to test their electronic devices if they are to be sold for use in the United States. Naturally, this includes smartphones and computers.

Notably, the prohibition doesn’t directly target Chinese brands. However, it will still affect a huge swath of the industry. The FCC estimates that around 75 percent of the entire market are devices tested in labs based in China.

This means that companies who wish to sell future products in the country must move their testing to labs in the United States or other countries that it deems secure. At its current iteration, the prohibition will not affect devices that already earned their certification prior. However, it might prevent them from getting recertified once their current one expires.

Now, the prohibition isn’t an absolute lock just yet. The FCC will allow the industry to submit comments about the proposal. But, with a unanimous vote from the FCC, companies might have to start looking for alternative testing sites if they want to stay operation in the United States.

Enterprise

OnePlus has reportedly merged with realme

Both brands were previously rumored for restructuring early this year.

Published

April 30, 2026

Luigi Leonardo

OnePlus has a problem. For a while now, rumors have swirled about the company’s dissolution. For their part, the company has continued to deny the reports, citing business as usual. Likely to their dismay, the reports just keep coming. Today, sources have hinted that OnePlus has merged with realme.

Back in January, it was rumored that OnePlus would be closing up shop this year. Since the company very quickly denied the rumors, the report hardly made waves. However, a suspected merger with realme is more difficult to debunk.

For one, realme is itself in a very interesting position. Also back in January, realme was reportedly moving back into being a sub-brand of OPPO. Coupled together with the OnePlus debacle, all this internal restructuring seems par for the course.

According to Digital Chat Station on Weibo, OnePlus and realme have already concluded the merger. The two brands have reportedly united their Chinese and international operations under one roof. Likewise, their marketing will be the same. Pete Lau will still be the main head for this new division.

As with anything of this nature, take this with a grain of salt. OPPO, OnePlus, and realme have not issued any official statements concerning a merger or a shutdown for any brand.