[Berlin-wireless] HUAWEI -- US - CHINA

Sa Jul 13 07:27:33 CEST 2019

> https://www.bbc.com/news/av/world-48811733/g20-summit-trump-halts-new-china-tariffs-as-huawei-policy-changes

> G20 summit: Trump halts new China tariffs as Huawei policy changes
> 
> President Trump has said US technology companies can resume selling their products to the Chinese telecom firm, Huawei.
> 
> The move is a major concession to China and US companies, which opposed the ban when it was introduced in May.
> 
> Mr Trump has also confirmed that the US will not impose new tariffs on Chinese imports -- at least for the time being, saying the two sides will continue negotiations to try resolve their trade dispute.
> 
> His comments came at a news conference following a meeting with the Chinese President, Xi Jinping, on the sidelines of the G20 summit in Osaka in Japan.
> 
>     29 Jun 2019

Man merkt, dass die Sache eine größere Affäre war mit potenziell sehr
weit reichenden Auswirkungen, dabei jedoch auch nicht ganz sinnlos, weil
die USA sowieso zu viel importieren aus China, es gibt
Sicherheits-Bedenken und ein Handelsbilanz-Defizit, dem hätten die
Maßnahmen entgegen gewirkt.
Beim G20-Gipfel in Osaka gab es unlängst aber endlich eine Einigung,
nachdem der Konflikt zur Chef-Sache gemacht worden war. Trump steht
wieder als großzügiger Kumpel da und gar nicht mehr als diplomatisch
unfähig, vielleicht war das Ganze nur ein taktische Manöver, oder es war
eben einfach nur ein persönliches Treffen und ein Gespräch nötig
zwischen den beiden Staatspräsidenten.

> https://www.bbc.com/news/technology-48345509

>  Technology
> Huawei's microchip vulnerability explained
> Dave Lee North America technology reporter
> 
>     21 May 2019
> 
> 
> Image copyright iFixIt
> Image caption The Huawei P30 Pro motherboard, which uses tech sourced internationally (Picture provided by iFixIt.com)
> 
> Google’s announcement that it was no longer able to work with Huawei is just one repercussion of the US decision to add the Chinese tech giant to its “entity list” of companies American firms cannot work with.
> 
> The true impact to Huawei may be enormous. While we often refer to the firm's devices as simply “Chinese”, the reality is much more complicated - it sources parts and expertise from all over the world. The same can be said for the likes of Apple, of course, which relies at least in part on chips created by its rival, Samsung.
> 
> To get an idea of how disruptive the US move is, let's take a look at just one component of one device: the motherboard in Huawei’s flagship smartphone, the P30 Pro.
> 
> It's a circuit board that is barely the length of a finger - but one that relies on a web of complex supply chains and sourcing to make it possible and affordable.
> Image copyright iFixIt
> Image caption One side of the P30 Pro motherboard (picture provided by iFixIt.com)
> 
> The P30 Pro’s RF transceivers (1) and audio chip (4, below) are made by HiSilicon, a China-based company wholly owned by Huawei - but that’s where the homegrown tech ends.
> 
> The chip’s front end module (2) - which makes it able to engage with mobile network signals - is designed and manufactured by Skyworks, a semiconductor firm based in Massachusetts, USA, that falls under the US restrictions.
> 
> An additional front end module (3) to handle different radio frequencies is made by Qorvo, a semiconductor firm headquartered in Greensboro, North Carolina. It is also affected by the ban.
> Image copyright IFixIt
> Image caption The flipside, showing an American-made flash storage chip (Picture provided by iFixIt.com)
> 
> On the reverse side, the flash storage (5) is designed by Micron Technologies, a 40-year-old semiconductor specialist based in Idaho, USA. This component means the P30 has 128GB of space on which to install the phone’s software - as well as space for the phone’s user to store pictures, video and so on. According to figures, some 13% of Micron’s annual revenue comes from supplying Huawei.
> 
> And finally, you can see DRAM (6) (dynamic random access memory) designed and manufactured by SK Hynix, a South Korean firm that also supplies components to Apple and others. SK Hynix is not affected by the US restrictions, but there are diplomatic troubles here too: China has reportedly raised concerns that SK Hynix and other South Korean chipmakers are working together to drive up prices to China in order to capitalise on their expertise. The companies deny this.
> Unpredictable future
> 
> This is just one motherboard, in one device.
> 
> Last year, Huawei released a list of its core suppliers and it included 33 US companies. As well as Google having to pull back on supplying its version of Android, major US technology suppliers including Xilinx, Qualcomm, Broadcom and Intel have all warned they will need to stop selling their technology to Huawei in order to comply with the ban.
> 
> NeoPhotonics, a San Jose-based firm which makes networking equipment, has a contract with Huawei that represents 44% of its entire revenue.
> 
> On Monday, the US Commerce Department issued a temporary licence that enabled some companies to continue supporting existing networks and devices - but longer term, it’s an unstable, unpredictable future for the cooperation between American and Chinese innovators.
> 
> Analysts predict the decision could encourage China’s desire to build more technology within its own borders. That would be a difficult, costly, and in some areas sub-par, move to take. But long-term it would give China a chance to set its own standards on future technologies.
> 
> That would hasten what some are referring to as the Balkanisation of the digital age: two separate internets that would each require different technologies in order to use them.

> https://www.bbc.com/news/business-48345742

> Ren Zhengfei says US government 'underestimates' Huawei
> 
>     21 May 2019
> 
> Image copyright Getty Images
> 
> Huawei founder Ren Zhengfei has remained defiant towards US moves against his company, saying the US "underestimates" its abilities.
> 
> Speaking to Chinese state media, Mr Ren downplayed the impact of recent US curbs and said no-one could catch up to its 5G technology in the near future.
> 
> Last week the US added Huawei to a list of companies that American firms cannot trade with unless they have a licence.
> 
> The move marked an escalation in US efforts to block the Chinese company.
> Media captionYoung people in Singapore say they are now wary of buying Huawei phones
> 
> "The current practice of US politicians underestimates our strength," Mr Ren said, according to transcripts from state media.
> 
> Huawei faces a growing backlash from Western countries, led by the US, over possible risks posed by using its products in next-generation 5G mobile networks.
> 
>     Huawei's vulnerability explained
>     Huawei's Android loss: How it affects you
>     The next US-China battleground
> 
> The potential fallout from the US decision to place Huawei on its "entity list" was drawn into focus on Monday after Google barred the Chinese tech giant from some updates to its Android operating system.
> 
> Later on Monday, the US Commerce Department issued a temporary licence that enabled some companies to continue supporting existing Huawei networks and devices.
> 
> The US said it would issue the 90-day licence that "will allow operations to continue for existing Huawei mobile phone users and rural broadband networks," said US Secretary of Commerce Wilbur Ross.
> 
> The UK's National Cyber Security Centre has published advice for Huawei phone owners on its site.
> 
> It said the licence should mean that Huawei customers can "update their handsets as normal". It added that it was continuing to assess the situation and planned to provide advice in the future for users.
> Image copyright Getty Images
> Image caption The Huawei founder is proud of the firm's lead in 5G technology
> 
> Still, Mr Ren played down the significance of the move, saying that Huawei had already made preparations ahead of the US restrictions.
> 
> Huawei has been at the epicentre of the US-China power struggle for months.
> 
> Consumers are worried about what this all means for them, while the implications for Huawei are also likely to be significant.

> https://www.bbc.com/news/business-48441814

> Huawei: US blacklist will harm billions of consumers
> 
>     29 May 2019
> 
> 
> Image copyright Getty Images
> 
> A US move to put Huawei on a trade blacklist "sets a dangerous precedent" that will harm billions of consumers, the firm's top legal officer said.
> 
> Speaking at a press conference, Song Liuping said the trade ban would also "directly harm" American companies and affect jobs.
> 
> Washington recently added Huawei to a list of companies that US firms cannot trade with unless they have a licence.
> 
> The trade ban is part of a wider battle between the US and Huawei.
> 
> Washington has moved to block the Chinese company, the world's largest maker of telecoms equipment, on national security concerns.
> 
> Huawei has repeatedly denied claims the use of its products presents security risks, and says it is independent from the Chinese government.
> 
> "Politicians in the US are using the strength of an entire nation to come after a private company," Mr Song said.
> 
>     Trump declares emergency over IT threats
>     Google restricts Huawei's use of Android
>     Huawei: The world's most controversial company?
>     The next US-China battleground
> 
> What did Huawei say about the trade ban?
> 
> Mr Song said the decision to put Huawei, which is also the world's second largest smartphone maker, on the so-called "entity list" would have far-reaching implications.
> 
> "This decision threatens to harm our customers in over 170 countries, including more than three billion consumers who use Huawei products and services around the world."
> 
> "By preventing American companies from doing business with Huawei, the government will directly harm more than 1,200 US companies. This will affect tens of thousands of American jobs."
> What about other US moves against Huawei?
> 
> Speaking to reporters in Shenzhen, Mr Song also outlined steps that Huawei had taken in relation to a lawsuit it filed against the US government in March.
> 
> The case relates to restrictions that prevent US federal agencies from using Huawei products.
> Image copyright Getty Images
> 
> The firm said it has filed a motion for a "summary judgement", asking US courts to speed up the process to "halt illegal action against the company".
> 
> "The US government has provided no evidence to show that Huawei is a security threat. There is no gun, no smoke. Only speculation," Mr Song said.
> 
> A hearing on the motion has been set for 19 September.
> Analysis: Robin Brant, BBC News, Shenzhen
> 
> Sitting up on a stage, in a large theatre-like room at its headquarters, there was much talk from the Huawei executives of America's rural and "poorer" customers who deserve "equitable access" to good broadband.
> 
> Billions of customers are facing the threat of having their welfare "damaged" apparently, so the firm wants to speed things up.
> 
> The other reason of course is that the assault from the Trump administration is biting. Asked if Huawei would still be around in a year's time, one executive said its business plans go well beyond next year.
> 
> The company insists it is - proudly - privately owned. Nonetheless, I asked if the two senior executives present were members of China's prevailing Communist Party. One said he wasn't. The other wouldn't say.
> What about the US-China trade war?
> 
> Washington's clampdown on Huawei is part of a wider conflict simmering between the US and China.
> 
> The US has pushed to persuade allies to ban the Chinese company over the potential risks of using its products in next-generation 5G mobile networks.
> 
> Some countries, including Australia and New Zealand, have blocked Huawei from supplying equipment for 5G mobile networks.
> 
> Additionally, the company faces almost two dozen criminal charges filed by US authorities. Washington is also seeking the extradition of Huawei executive Meng Wangzou from Canada, where she was arrested in December at the behest of American officials.
> 
>     US can't crush us, Huawei founder says
>     Should we worry about Huawei?
> 
> It comes as trade tensions between the US and China also appear to be rising.
> 
> The world's two largest economies have been locked in a bruising trade battle for the past year that has seen tariffs imposed on billions of dollars worth of one another's goods.
> 
> Earlier this month, Washington more than doubled tariffs on $200bn (£158bn) of Chinese goods, prompting Beijing to retaliate with its own tariff hikes on US products.
> 
> US President Donald Trump has, however, sought to link the two, saying recently that Huawei could be part of a trade deal between the US and China.

-- 
Andreas Gläser
Baumschulenstr. 105
D-12437 Berlin

andreas.glaeser at irregulaire.info
0151-24205300
030-41726254

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