Archives of “Telecommunications” tag

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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.

Huawei update – Trump wants to block the firms access to chips, China’s commerce ministry will do what it takes

  
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The US Commerce Department said it would restrict the ability of Huawei to develop semiconductors abroad with US technology.

A late on Friday afternoon US time (into the evening) WSJ report (may be gated):
  • Trump administration said it would impose export restrictions
  • These are designed to cut Huawei’s access to overseas suppliers
  • to stop foreign semiconductor manufacturers whose operations use US software and technology from shipping products to Huawei without first getting a license from US officials
Over the weekend China’s Commerce Dept (CNBC link) said
  • it is firmly opposed
  • it will take all necessary measures to safeguard Chinese firms’ rights and interests
  • it urges the US to immediately stop the policy
The US Commerce Department said it would restrict the ability of Huawei to develop semiconductors abroad with US technology.
The moves threaten to ignite a new round of US-China economic tensions.

China to expel US journalists from The Washington Post, New York Times, and Wall Street Journal

  
  Analysis
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China’s Ministry of Foreign Affairs statement said the three US outlets, along with Voice of America and Time magazine, will be designated as “foreign missions”

  • must report information about their staff, finance, operation and real estate in China
  • US citizens working for The Post, the Times and the WSJ, whose press credentials are due to expire before the end of 2020, must hand back their press cards
  • will not be able to go to Hong Kong or Macao as a base for work
Its unclear if the removal of press credentials also applies to those at VoA & Time

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.

Sources: Apple mobilizes suppliers to launch first 5G iPhone range

  
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 In a quest to reclaim its crown as the world’s most innovative tech company, Apple is mobilizing suppliers to produce its first ever 5G iPhones next year, with the three flagship models also set to include the most advanced mobile processors available and leading-edge screens, the Nikkei Asian Review has learned.

The upgraded iPhones, which Apple hopes will vault the company over Huawei’s current position as the second-biggest smartphone maker, will also likely accelerate global carriers to roll out 5G telecoms infrastructure — especially outside China, which has already invested heavily in the nascent technology.

Apple has been slow to embrace 5G; its iPhone 11 series this year only features 4G wireless technology. However Apple will push to reclaim its former glory as the maker of the world’s “must-have” smartphone with the major product line overhaul in 2020, sources told Nikkei. The iPhone, first launched in 2007, still accounts for around half of company revenues.

Apple plans to ship at least 80 million of the new 5G phones, one of the sources said. Rivals such as Samsung Electronics, the world’s largest smartphone supplier, China’s Huawei Technologies and second-tier competitors such as Oppo and Xiaomi, have already launched 5G phones.

“It will be the first time Apple introduces 5G iPhones … There will be three of them and the company has set an aggressive sales target,” one of the people familiar with the company’s thinking said.

Apple reports fourth quarter earnings after the U.S. stock market closes on Wednesday. (more…)

Huawei: US launched cyber-attacks against its systems

  
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Huawei remarks in an emailed statement

Huawei
  • US government is trying to disrupt its normal operations
  • US instructed law enforcement to threaten its workers
This once again shows that any dispute between the two nations extends beyond the realms of trade. It also highlights why China is adamant to involve Huawei operations with any “trade deal” that may come about between both parties.
The headlines above certainly won’t go down well with sentiment as it risks a further divide between the US and Chinese camps, who are still trying to sort out a meeting this month.
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