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Chinese AI startup TARS has raised $120 million in an angel funding round to advance its work in embodied AI, which combines machine intelligence with physical agents like robots. The funding, co-led by Lanchi Ventures and Qiming Venture Partners, will support research and development, including AI model training and technology application expansion. Founded in February 2025 and based in Shanghai, TARS is led by veterans from Baidu’s Apollo project and Huawei’s autonomous driving division.
Lenovo's IP chief has departed, highlighting shifts in leadership within the tech sector. Meanwhile, Halozyme is refining its patent strategy, and trade secrets are under scrutiny as companies like MediaTek and Huawei engage in ongoing disputes. Mujin is also developing its data ecosystem, reflecting broader trends in the global IP market.
Huawei is accelerating its shift away from US technology, focusing on its in-house Kirin X90 chip, which has received national security certification in China. As the company prepares to launch HarmonyOS-powered PCs, it has seen a 15% increase in PC shipments, capturing 11% of the Chinese market despite recent sanctions.
A potential alliance between Huawei and AI firm DeepSeek poses a significant long-term threat to Nvidia's dominance in the AI chip market, according to Gregory Allen from CSIS. This collaboration aims to create a cost-effective chip ecosystem and reduce reliance on Western technology, particularly as Huawei improves its AI chip production and seeks to leverage DeepSeek's capabilities. As Nvidia faces challenges from U.S. export controls, the landscape of the AI industry may shift dramatically, with the Huawei-DeepSeek partnership potentially gaining critical momentum.
Huawei has introduced the Kirin X90 chip, marking a shift away from Intel processors and Windows software due to US restrictions. The chip, developed by HiSilicon, has received a Level 2 national security certification and is expected to utilize SMIC’s 7nm process and Taishan cores. As Huawei transitions its PCs and laptops to its own hardware and software, it may launch an "AI PC" running HarmonyOS as early as April, following the end of its Windows license.
The FCC and Senator Tom Cotton are urging European telecoms to sever ties with Huawei due to security concerns linked to the Chinese government. Despite the EU's agreement to restrict high-risk suppliers, less than half of its member states have taken action, as Huawei's cost-effective equipment poses a challenge for operators. Meanwhile, U.S. tariffs may lead allies to reconsider military orders and potentially boycott American tech brands in favor of alternatives from companies like Samsung and Xiaomi.
Huawei is advancing its shift away from American technology by developing its own computer chips, with the Kirin X90 CPU recently receiving a Level 2 national security certification. As US sanctions tighten, the company plans to launch PCs running its HarmonyOS, moving away from Intel and Windows. Despite a 15% growth in PC shipments in 2024, Huawei's momentum slowed in the fourth quarter due to fewer new product launches.
Huawei has overtaken Apple in China's tablet market, which grew 4.3% in 2024, reaching 29.85 million units. Despite a Q4 slowdown, Huawei's strategic product launches solidified its top position, while Apple faced shipment declines. Xiaomi surged to third place with a 41% increase in Q4 shipments, driven by new product launches.
Huawei has emerged as the leader in the 2024 Chinese tablet market, achieving a 32.3% market share and a year-on-year growth of 5.7%. Apple follows closely in second place with a 26.6% share, experiencing a decline of 7%. Xiaomi, Honor, and Lenovo round out the top five, with the overall market shipping 29.85 million tablets, reflecting a 4.3% annual growth.
In 3Q 2024, telco network infrastructure vendor revenues reached $49.6B, with Huawei, Ericsson, and Nokia leading the market, accounting for 37.5% of total revenues. Despite a slight quarterly increase, the annualized market saw a 5.6% decline, primarily due to reduced capex forecasts. Tejas Networks and Broadcom reported significant year-over-year growth, driven by strategic developments in India and acquisitions.
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