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Friday, 24 July 2020

America is not fighting Huawei, she is fighting Sun Tzu


Block Huawei, arm twist allies to do so, harass Huawei officials, embark on info war to stigmatize Huawei, make Huawei a punching bag for Americans and so on are tactics US is piling up to make Huawei feel the pain and lose the revenue. Huawei is not perturbed at all. It goes on with business as usual. Why because fighting Huawei indirectly means that US is indeed fighting grand master Sun Tzu.

Does US have a strategy that can quicken the fall of Huawei? None so far. Says Sun Tzu: “Strategy without tactics is the slowest road to victory. Tactics without strategy is the noise before the defeat”. My take is, US is going to be defeated and very badly defeated as more than half of the world has entrusted  Telco infrastructure upon Huawei. Ostensibly, US has no viable strategy and all these tactics are too haphazard and not connected to any strategy, if at all one is up there.

Sun Tzu mandates: “Rouse him (the opponent) and learn the principle of his activity or inactivity. Force him to reveal himself, so as to find out his vulnerable spots”. Huawei did that marvellously well. By selecting Cambridge in UK as their centre for research facility and getting the approval too, Huawei provoked US to take risky steps. One, US revealed her inability to fight Huawei in techno competition. Two, she is losing tremendous amount of revenue from own 5G if that is much ahead in terms of operational excellence. Three, US vulnerability is clear as blue sky where it cannot bring the entire EU on board.

Sun Tzu commands:  Move not unless you see an advantage; use not your troops unless there is something to be gained; fight mot unless the position is critical”. The spat between Huawei and US spotlighted the following:

1. The move by US has been widely condemned by industry enthusiasts as 5G roll out in US and allied countries would be delayed for years as there is no worthy competitor found yet. Samsung, Nokia Ericsson consortium and few others are far behind as Huawei has majority of 5G patents registered and using any of these could lead to serious consequences.

2. US spent considerable amount of political capital in canvassing for the blocking of Huawei. Beyond her captive allies only India has jumped into the fray mainly due to historical hostility towards China

3. Situation in terms of Telco and mobile technology in US is not so critical in America to take on Huawei for a fight within US or elsewhere. Definitely it  is not going to “Make America Great Again’. Instead it has overnight transformed US as an Economic Bully!


Cheers!

Muthu Ashraff Rajulu
Business Strategist
Mobile: + 94 777 265677


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