Archives of “Touchscreen mobile phones” tag

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

  
  Analysis
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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.

G7 says ready to take action, including fiscal tools, where needed

  
  Analysis
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The US Treasury releases the G7 statement on its website

The full statement:

Yeah, not a whole lot in there to really reassure the market that there is going to be a firm commitment for coordinated fiscal and monetary stimulus.
Meanwhile, Japan’s finance minister says that the policy response to the virus will vary from country to country. I guess that pretty much says that not everyone is going to be taking immediate action at this stage – not like the BOJ has much of a choice anyway.

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

  
  Analysis
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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”.

Huawei: US launched cyber-attacks against its systems

  
  Analysis
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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.

Huawei unveils own mobile operating system to rival Google’s Android

  
  Analysis
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China’s Huawei Technologies on Friday unveiled its own smartphone operating system which it said could replace Google’s Android in just “one to two days” if access to the world’s most popular mobile platform were blocked by the U.S.

The tech giant said its Harmony OS — pronounced Hongmeng in Chinese — was more flexible than Google’s Android, capable of supporting all devices from smartphones and smart speakers to wearables, smart displays and next generation automobiles. The system was revealed at Huawei’s annual developers’ conference in Dongguan by Huawei’s Consumer Electronics Group CEO Richard Yu.

“We can start using our Harmony OS anytime for smartphone and the migration from Google’s Android to our own Harmony OS is not that difficult… We can do it in one to two days,” Yu said.

Harmony OS is a key weapon in Huawei’s fightback against the campaign by the U.S. government to restrict the technological development of the world’s second biggest smartphone maker. It will allow the group to offer a common ecosystem of services and applications across all of its consumer devices.

However, in an implicit admission that Harmony OS could struggle in a consumer segment where 80% of all smartphones carry the Google system, Yu said Huawei would continue to prioritize using Android for its smartphones if allowed. (more…)

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