Huawei

Huawei’s Consumer Business Group Chairman Richard Yu was seen casually visiting a Shenzhen mall, indulging in cakes from a local bakery. Netizens noted his relaxed demeanor and lack of accompanying personnel. This sighting follows a previous report of Yu and another Huawei executive, He Gang, travelling unescorted in an airport shuttle. Both were seen using their smartphones. These public appearances portray a down-to-earth image of Huawei executives despite the company’s high-stakes competition in the global market.

Huawei’s MatePad Pro 12.2-inch, powered by HarmonyOS 5, introduces desktop-grade video editing with a full port of CapCut Pro. This advancement moves beyond feature-stripped mobile versions, offering professionals a powerful, portable editing experience. HarmonyOS enhances workflows with drag-and-drop functionality and AI-powered tools for subtitle generation, intelligent color grading, and AI sticker creation. This signifies a leap in tablet capabilities and a growing ecosystem synergy for HarmonyOS.

Zhou Hongyi, chairman of 360 Group, views Nvidia’s H20 chip for China as a sign of ongoing US-China AI competition. Despite Nvidia’s 30-year lead, Zhou and Nvidia CEO Jensen Huang acknowledge Huawei’s remarkable progress in GPU development. Huang highlights Nvidia’s AI ecosystem investments, while Huawei’s Ren Zhengfei emphasizes using methods like stacking and clustering to compensate for single-chip limitations, focusing on mid-to-low-end chips and software advancements.

NVIDIA’s H20 series AI chips have U.S. approval for reintroduction to China alongside a new RTX Pro GPU for the Chinese market. Morgan Stanley sees this as a positive catalyst for BAT, anticipating increased capital expenditure for AI, cloud services, and e-commerce enhancements. Chinese firms like Tencent and ByteDance are placing orders, requiring U.S. government approval. The move aims to counter Huawei’s dominance in the Chinese market by providing an alternative, potentially limiting Huawei’s global competitiveness despite its technological advancements.

During a visit to China, Nvidia CEO Jensen Huang praised Xiaomi’s hardware and technology, expressing a desire to own their car, while also acknowledging Huawei’s strong engineering and cloud capabilities. He highlighted China’s advancements in AI, particularly the breakthroughs by companies like DeepSeek and their open-source inference model. He also mentioned Apple’s AI capabilities and his preference for Pixel phones’ pure Android experience.

Photos of Huawei executives Richard Yu and He Gang sharing an airport shuttle have sparked social media interest. The executives, traveling without entourages, were observed using Huawei devices: He Gang with the Pura 80 Ultra and Yu with the Pura X foldable phone. Their trip suggests ongoing efforts to promote Huawei’s Pura series, crucial for regaining market share. Yu’s low-profile lifestyle and hands-on approach, despite his influence, are highlighted. He acknowledges being an introvert pushed to promote products, showcasing authenticity appreciated by consumers.

Huawei announced an aggressive autonomous driving roadmap. Executives stated pilot L3 deployments begin this year, with scaled L3 commercialization in 2026. The company targets full L4 system commercialization by 2027 and autonomous highway logistics by 2028, acknowledging Tesla likely leads by a year. Huawei emphasized L3 marks a critical shift requiring driver vigilance and liability shifts towards manufacturers. Senior executive Richard Yu confirmed reliance on their systems, stating “Huawei is ready for L3” to transform commutes. (95 words)

Huawei is expanding into the global AI chip market, targeting the Middle East (UAE, Saudi Arabia) and Southeast Asia (Thailand) with its Ascend 910B chip, challenging NVIDIA. To attract clients, it’s promoting its CloudMatrix 384 super AI server, powered by the Ascend 910C chip. This server integrates 384 Ascend NPUs and 192 Kunpeng CPUs, offering high throughput (2,300 tokens/sec) and massive scalability (up to 160,000 cards). It supports stable, resilient operation. While highlighting its AI cloud services as ideal for large models, Huawei is not exporting the Ascend 910C overseas due to supply constraints, prioritizing Chinese firms impacted by US restrictions. (98 words)

Luxeed (Chery-Huawei JV) faces owner backlash and plummeting sales. Despite Chery Chairman’s promise to prioritize Huawei during disagreements, owners accuse Chery of neglect: using Luxeed’s channel for Chery events, omitting standard features, listing Luxeed last in sales reports, inconsistent pricing, and internal restructuring lacking Luxeed clarity. Sales crashed to 2,459 units in June amidst these controversies. Despite multiple apologies and hints at Luxeed’s future independence, overcoming low sales and mistrust remains a major challenge.

China’s micro-drama market surges but faces content originality concerns. A controversial mini-series, “Rehire Me,” drew criticism for its clear parallels to Huawei and Xiaomi. It features characters named similarly to Huawei’s Yu Chengdong and Xiaomi’s SU7 car model within fictionalized corporate rivalry plots. Despite accusations of thinly-veiled exploitation for views and monetization tactics, the series gained over 810,000 views.