Archives of “Huawei” tag

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India is phasing out equipment from Huawei and other Chinese companies from its telecoms networks

  
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The Financial Times with the report on more moves against Huawei.

Main issue seems to be over the China-India border clashes
  • no formal written ban on Chinese equipment suppliers like Huawei and ZTE, nor any public pronouncements have been made
  • but key ministries have clearly indicated that local telecom service providers should avoid using Chinese equipment
The FT cites:
  • “It’s open now that the government is not going to allow Chinese equipment,” a top telecom industry executive told the FT. “There is now clarity . . . It’s really game over.”

The Financial Times with the report on more moves against Huawei.

FT report: China cautious on hitting back at US companies after Huawei sanctions

  
  Analysis
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The Financial Times writes that despite mounting political pressure to unveil commensurate restrictions on US businesses in China, Beijing has historically been reluctant to retaliate. 

Analysts think officials will continue to hold back, as they are reluctant to upset the economic benefits and innovation US companies bring to China.
The US administrations targeting of China’s biggest technology groups incldueds moves against:
  • ByteDance
  • Tencent
  • as well as Huawei
Link to FT is here (may be gated).  The FT cite analysts (named in the piece) for the opinions.
If they are right perhaps US-China relations will not chill much further after all.
The Financial Times writes that despite mounting political pressure to unveil commensurate restrictions on US businesses in China, Beijing has historically been reluctant to retaliate. 

China repeats that it firmly opposes US’ suppression of Huawei

  
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Comments by the Chinese foreign ministry

Huawei

This comes after the US moved to cut off Huawei’s supply chain via fresh sanctions that will restrict any foreign semiconductor company from selling chips – developed or produced using US software/technology – to the Chinese company.

The remarks from China today are rather reserved – no specific mention of retaliation but there is anxiety surrounding the situation – but fitting with the tone that both sides are still largely holding off from escalating tensions too much for the time being.

UK government announces ban to Huawei from the country’s 5G networks

  
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Confirmation by UK culture minister, Oliver Dowden

Huawei
  • Telco companies to be barred from buying Huawei equipment from 2021
  • UK pledges to remove Huawei equipment by 2027
  • Huawei ban will delay, add costs to 5G rollout
  • The requirement will be set out in law

Dowden is alluding to the fact that US sanctions have made it hard to come to a decision to continue dealing with Huawei, but this just adds to the divide between the UK and China as well amid the recent Hong Kong row.

But in any case, this will also just heighten tensions between China and the US, UK further.

Huawei reportedly delays production of flagship smartphone amid US crackdown

  
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Nikkei reports on the matter

Huawei

Huawei is said to have told suppliers to delay production for its newest flagship smartphone as the company weighs potential supply chain disruptions from an escalating US crackdown, according to sources familiar with the situation.

Adding that Huawei has also also halted production for some components of its Mate series of phones and trimmed orders for parts in the coming quarters.
The full report can be found here.
Not so good news for Huawei and tech in general but if anything, you can take this as a sign that China wouldn’t be too happy about recent US actions and will only add to tensions between the two if they are to try and resolve other issues moving forward.

Huawei says that sees no immediate solutions to US chip restrictions

  
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Comments by Huawei rotating CEO, Guo Ping

Huawei
  • Still working out a response to US chip restrictions
  • Business will be significantly affected by the curbs
  • But confident of finding solutions soon
In case you missed it, the Huawei issue from last Friday dragged the market lower initially before equities staged yet another late comeback towards the end of the week.
This is going to be a long and drawn out saga between the two countries, so expect more measures and countermeasures to be enacted in the coming weeks/months in response.

UK PM Boris Johnson speaks with China President Xi – says “I love China” (or did he?)

  
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Chinese state media reports that BJ proclaimed his love for China in his phone call with Xi, which came just days after US President Trump threatened BJ over Huawei

You’ll recall the UK is OK with granting sensitive contracts to Huawei despite Trump’s opposition.
On the love, South China Morning Post says:
  • Johnson displayed a cosiness with Beijing that contrasts with his hardline approach to the European Union amid Brexit trade talks.
(SCMP link is here for more)
More:
“Britain welcomes investment from Chinese companies,” Johnson told Xi, according to Chinese state broadcaster CCTV. “We would like to strengthen our cooperation with China under the Belt and Road Initiative.”
Putin, Trump, Xi, Johnson.
Sheesh.
Keeping track of who owns who is getting complicated.
Chinese state media reports that BJ proclaimed his love for China in his phone call with Xi, which came just days after US President Trump threatened BJ over Huawei

US weighs new move to limit China’s access to chip technology – report

  
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US continues to target Huawei with proposed changes to restrict its use of chip-making equipment from the US

US China

The WSJ reports that the US is weighing new trade restrictions against China to cut off Huawei access to key semiconductor technology, citing people familiar with the plan.

It is reported that the Commerce Department is drafting changes to the foreign direct product rule, to make it so that chip factories overseas would need licenses if they intend to use American equipment to produce chips for Huawei. The full report can be found here.
That will be quite the change if it goes through as I reckon it won’t only add to more tensions between the US and China but also lead to further supply chain disruption in the industry as there will be a chunk of companies who will be restricted to do business.
But this once again goes to show that any real conciliation between the US and China on trade and other matters is still far away. The fact that the US wants to cut China off one of its key imports goes to show that these two are still clearly “at war”.

China has ordered government offices, public institutions to remove foreign computer equipment & software

  
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The Financial Times reports on the latest from China

China’s administration has ordered all government offices and public institutions to remove foreign computer equipment and software within three years
  • targets Chinese buyers to switch to domestic technology vendors
Sounds like the Chinese version of the Trump admin’s directive to halt ourchases of Chinese tech?
Here is the FT link, may be gated.
And Huawei we go!
Financial Times China microsfot dell
This is unlikely to be viewed as a positive for US-China relations. Should be a ‘risk’ negative.
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