Ep. 61: Huawei Connect 2025 & Analyst Event - Recap & Analysis
About this episode
The episode discusses key takeaways from Huawei's major events in September 2025, focusing on AI advancements and challenges faced by the company.
Huawei organized two major events in September 2025. The first, Huawei Connect 2025, was a larger public event for customers, partners, media, analysts, and everyone else. The second, Analyst Talks, was a small, private analyst-only event. Both were held in Shanghai, China, and showcased the company's technology prowess and progress in the global AI race. In the episode, I discuss the key takeaways from both events with Peter Jarich, a fellow analyst and Head of GSMA Intelligence. We delve into Huawei's progress in AI despite challenges, how it is coping with limited access to the latest technology, the parallel Chinese tech ecosystem, 5G Advanced progress at Chinese operators, how AI is shaping the evolution, the company's impressive antenna/hardware innovations, and more.
More episodes of Tantra's Mantra with Prakash Sangam
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- Ep. 66: Mobile World Congress 2026 - Recap and Analysis
- Ep. 65: Samsung on Role of AI in Telecom, AI RAN and More
- Ep. 64: Is AI a bubble? - Analyst Discussion
- Ep. 63: Qualcomm VP on Arduino Acquisition
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