Is the US shooting itself in the foot by banning Huawei?

[Hendrik_2000]

Here come AI data switch from Huawei via Taishang
Huawei Releases Industry’s First Data Center Switch Built for the AI Era: CloudEngine 16800

Jan 09, 2019

[Beijing, China, January 9, 2019] Today Huawei unveiled the industry’s first data center switch built for the Artificial Intelligence (AI) era –– CloudEngine 16800, at its network product launch event for Spring 2019 themed “A CloudEngine Built for the AI Era”. Huawei defines three characteristics of data center switches in the AI era: embedded AI chip, 48-port 400GE line card per slot, and the capability to evolve to the autonomous driving network, and innovatively incorporates AI technologies into data center switches. The pervasive use of AI will help customers accelerate intelligent transformation.

Kevin Hu, President of Huawei Network Product Line, releases the CloudEngine 16800

According to Huawei’s Global Industry Vision (GIV) 2025, the AI adoption rate will increase from 16% in 2015 to 86% in 2025. The capability of leveraging AI to reshape business models, make decisions, and improve customer experiences will become a key driving force. Kevin Hu, President of Huawei Network Product Line, said, “A fully connected, intelligent world is fast approaching. Data centers become the core of the new infrastructures such as 5G and AI. Huawei will first introduce AI technology to data center switches, leading data center networks from the cloud era to the AI era.”

With the advent of the AI era, the AI computing power is affected by the performance of data center networks, which is becoming a key bottleneck of the AI commercial process. On a traditional Ethernet, the AI computing power of data centers can only reach up to 50 percent due to a packet loss rate of 1‰. At the same time, the industry expects that the annual volume of data worldwide will increase from 10 zettabytes in 2018 to 180 zettabytes (180 billion terabytes) in 2025. Existing 100GE data center networks will be unable to handle the predicted data flood. In addition, traditional manual O&M methods will be unable to meet requirements as the number of data center servers continues to increase and the computing network, storage network, and data network become converged. It is therefore imperative that innovative technologies be developed and introduced to improve the intelligent O&M capability.

“The data center switch built for the AI era has three characteristics,” said Kevin Hu, namely “embedded AI chip, 48-port 400GE line card per slot, and the capability to evolve to the autonomous driving network.”

Industry’s first data center switch with an embedded AI chip, reaching an AI computing power of 100%

The CloudEngine 16800, the first data center switch in the industry to leverage the power of an embedded high-performance AI chip, uses the innovative iLossless algorithm to implement auto-sensing and auto-optimization of the traffic model, thereby realizing lower latency and higher throughput based on zero packet loss. The CloudEngine 16800 overcomes the computing power limitations caused by packet loss on the traditional Ethernet, increasing the AI computing power from 50 percent to 100 percent and improving the data storage Input/Output Operations Per Second (IOPS) by 30 percent.

Industry’s highest density 48-port 400GE line card per slot, meeting the requirements for 5-fold traffic growth in the AI era

The CloudEngine 16800 boasts an upgraded hardware switching platform, and with its orthogonal architecture, overcomes multiple technical challenges such as high-speed signal transmission, heat dissipation, and power supply. It provides the industry’s highest density 48-port 400GE line card per slot and the industry’s largest 768-port 400GE switching capacity (five times the industry average), meeting the traffic multiplication requirements in the AI era. In addition, the power consumption per bit is reduced by 50%, ensuring greener operation.

Enabling the autonomous driving network, identifying faults in seconds, and automatically locating faults in minutes

The CloudEngine 16800 is embedded with an AI chip, greatly enhancing the intelligence level of devices deployed at the network edge and enabling the switch to implement local inference and rapid decision-making in real time. With CloudEngine 16800’s local intelligence and the centralized network analyzer FabricInsight, the distributed AI O&M architecture identifies faults in seconds and automatically locates the faults in minutes, helping to accelerate the advent of autonomous driving network. Furthermore, this architecture greatly improves the flexibility and deployability of O&M systems.

Leon Wang, General Manager of Huawei Data Center Network Domain, said, “Huawei CloudEngine series data center switches have been successfully launched into commercial use for more than 6000 customers, helping digital transformation of industry customers such as finance, Internet, and carrier customers. Huawei launched the CloudEngine 16800 to help customers accelerate intelligent transformation, achieve pervasive use of AI, and jointly build a fully connected and intelligent world.”

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[tidalwave]

US government just revoked the export license for futurewei, the branch of Huawei in Santa Clara, CA, Silicon valley. It's mainly a R&D center in Silicon valley with staff about 500, mainly engineers. Revoking the license means the tech technology they developed cannot be move back to their head quarter in China.

Well looks like 500 US engineers will be layoff as the Huawei would for sure shutdown that Silicon valley R&D center if their developed stuffs can't move back to China

Most likely Huawei would move this branch elsewhere, maybe in Europe.

 

[AndrewS]

Calls for Huawei boycott get mixed response in Europe
Agence France Presse

Europe is giving US-led calls for a boycott of Huawei 5G telecoms equipment a mixed reception, with some governments untroubled by spy suspicions against the Chinese giant, but others backing a ban.
...
Several Asian and Pacific countries have followed Washington's call for a Huawei ban, but the picture in Europe is more nuanced, not least because Huawei's 5G capabilities are so attractive. They are well ahead of Sweden's Ericsson, Finland's Nokia and South Korea's Samsung, analysts say.
...
"Operators have looked at alternatives but have realised that Huawei is currently more innovative and probably better for 5G," said Dexter Thillien, an analyst at Fitch Solutions.
...
"Huawei is much more expensive today than its competitors but it's also much better," said a spokesperson at a European operator who asked not to be named because of the sensitive nature of the matter. The quality of Huawei's equipment "is really ahead" of its European competitors, he added.

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[weig2000]

Wow.

I thought the manufactured consensus in MSM has been Huawei's equipment is much lower in price than its competitors, though (admitting reluctantly) they're good products. In the last few months, because of the focus and scrutiny on Huawei, we've started to hear that "Huawei is the only true 5G company in the world right now." Now we're hearing that "Huawei is much more expensive today than its competitors but it's also much better."

I have argued elsewhere that what Huawei has been going through, though pretty tough on the company, has also provided an opportunity for people to know better the company, its people, the products and the technologies. If Huawei survives this onslaught, it'll ultimately prove to be a great boost to its brand. I even read many Chinese in China said that, had it not been these recent events on Huawei and the subsequent reports on the company, they would not have known Huawei was so good in many ways.

We're witnessing an intense campaign against Huawei at least in the western world. It's interesting to watch how countries react and deal with the enormous pressure put on them. Poland is the most recent case. It obviously is trying to strike a delicate balance.

 

[Equation]

Wow.

I thought the manufactured consensus in MSM has been Huawei's equipment is much lower in price than its competitors, though (admitting reluctantly) they're good products. In the last few months, because of the focus and scrutiny on Huawei, we've started to hear that "Huawei is the only true 5G company in the world right now." Now we're hearing that "Huawei is much more expensive today than its competitors but it's also much better."

I have argued elsewhere that what Huawei has been going through, though pretty tough on the company, has also provided an opportunity for people to know better the company, its people, the products and the technologies. If Huawei survives this onslaught, it'll ultimately prove to be a great boost to its brand. I even read many Chinese in China said that, had it not been these recent events on Huawei and the subsequent reports on the company, they would not have known Huawei was so good in many ways.

We're witnessing an intense campaign against Huawei at least in the western world. It's interesting to watch how countries react and deal with the enormous pressure put on them. Poland is the most recent case. It obviously is trying to strike a delicate balance.

Yeah but it exposed the West hypocrisy and geopolitical pressure on private companies and countries that threatens it's status quo. The more of this exposure the more the world will have a chance to learn how to deal with this unfairness in the future.

 

[AndrewS]

Wow.

I thought the manufactured consensus in MSM has been Huawei's equipment is much lower in price than its competitors, though (admitting reluctantly) they're good products. In the last few months, because of the focus and scrutiny on Huawei, we've started to hear that "Huawei is the only true 5G company in the world right now." Now we're hearing that "Huawei is much more expensive today than its competitors but it's also much better."

I have argued elsewhere that what Huawei has been going through, though pretty tough on the company, has also provided an opportunity for people to know better the company, its people, the products and the technologies. If Huawei survives this onslaught, it'll ultimately prove to be a great boost to its brand. I even read many Chinese in China said that, had it not been these recent events on Huawei and the subsequent reports on the company, they would not have known Huawei was so good in many ways.

We're witnessing an intense campaign against Huawei at least in the western world. It's interesting to watch how countries react and deal with the enormous pressure put on them. Poland is the most recent case. It obviously is trying to strike a delicate balance.

I think in the past, Huawei did come in a lot cheaper.
After all, Ericsson and Nokia had a very cosy duopoly in the market.

These days, for commodity items, Huawei should still be cheaper as there's not so much opportunity to differentiate the product.
But for more complex items, Huawei does charge a premium because it has the best products.

 

[tidalwave]

The present US tactic is to demonize China, isolate her and then crimp her growth by decoupling her positions in the global supply chains thereby preventing her from achieving strategic positions in future technology international rollouts.

China must however be careful about reacting and be drawn into a high-tension trap of blowing more funds in order to try and reverse the mis-perceptions.

Better to devote all funds into domestic research and development, talent acquisition and deployment for the moment. Unless China already has key technologies, it is going to be tough to aim for global pole positions today. It is very important to aim for massive global demand for China products, services and applications twenty years down the road.

And China's huge and technology-affinitive market is the key and game-changing advantage that China has over all other countries. Not only will it buy more of the country's own products and services, it will sniff its nose on products from countries like the US, Canada and Australia, for that matter the UK which has said it will build a naval base somewhere in SEAsia to counteract China's naval presence.

The future world's technology 'operating model' will be in two versions: one, the five-eye's, the other, China's. If China can make her own 'technology operating model' a better cut above that of the five-eyes, then technology will not be a central issue in twenty years time. It will be which nation will grow faster in other areas.

 

[AndrewS]

The present US tactic is to demonize China, isolate her and then crimp her growth by decoupling her positions in the global supply chains thereby preventing her from achieving strategic positions in future technology international rollouts.

China must however be careful about reacting and be drawn into a high-tension trap of blowing more funds in order to try and reverse the mis-perceptions.

Better to devote all funds into domestic research and development, talent acquisition and deployment for the moment. Unless China already has key technologies, it is going to be tough to aim for global pole positions today. It is very important to aim for massive global demand for China products, services and applications twenty years down the road.

And China's huge and technology-affinitive market is the key and game-changing advantage that China has over all other countries. Not only will it buy more of the country's own products and services, it will sniff its nose on products from countries like the US, Canada and Australia, for that matter the UK which has said it will build a naval base somewhere in SEAsia to counteract China's naval presence.

The future world's technology 'operating model' will be in two versions: one, the five-eye's, the other, China's. If China can make her own 'technology operating model' a better cut above that of the five-eyes, then technology will not be a central issue in twenty years time. It will be which nation will grow faster in other areas.

Yes, China is already a larger market than the USA for most categories of consumer goods, particularly in electronics.

Once the figures are released for 2018, they should show that consumer retail spending in China is larger (at approx $6Trillion on an exchange rate basis).
Yet Chinese retail spending is still growing fast and holds the potential to be larger than all the West combined in 20 years time.

On the technology front, the 2018 figures should also show Chinese R&D spending being larger than the USA (on a PPP Basis)
Again, this is still growing fast, and holds the potential to be larger than all the West combined in 20 years time.

Ultimately, it means China has the domestic capacity to develop an entirely separate technology sector which is more hi-tech AND lower cost than anything else.
But such a move would be sub-optimal, as it is in China's interest for a single global market for its technology investments and exports.
In the realm of creating the next generation of 5G related internet companies, the size of the domestic Chinese market and the rapid introduction of 5G technology should mean a huge lead over foreign competitors.

So what does that mean for China in global supply chains?

If China is decoupled from global supply chains, it means the USA has successfully isolated China and initiated a new Cold War containment policy.

But I doubt that will happen, because the vast majority of countries in the world still want access to the China as both a market and a production base.
Or to put it another way, any company which is NOT in China will lose out to its competitors which ARE present in China.

They also do not want to join the USA in trying to contain China, and therefore make China as an implacable enemy.

The example of South Korea and Japan is instructive.

Combined, they are roughly equivalent to half of a USA in terms of population, GDP, consumer spending, individual wealth, R&D spending, technology companies etc etc.
They count China as their largest trading partner because they are cultural, linguistic and geographical neighbours to China.
In a cold war containment policy, they will also take the full brunt of the subsequent Chinese arms buildup.

 

[plawolf]

Yeah but it exposed the West hypocrisy and geopolitical pressure on private companies and countries that threatens it's status quo. The more of this exposure the more the world will have a chance to learn how to deal with this unfairness in the future.

Notice that report is posted by AP France.

Sadly America has a pretty tight deathchoke on English MSM, so they likes of the BBC/CNN/ABC etc are still sticking to the party line of portraying Chinese products as cheap and inferior.

That is another reason America is so desperate to lock Huawei out of western markets, especially consumer markets, because it would be a lot harder to maintain the party line if the unwashed masses can actually see evidence to the contrary with their very eyes.

 

[AndrewS]

Optus backpedals on 5G promises as rivals blame Huawei ban
Sydney Morning Herald

Singtel Optus chief executive Allen Lew’s plans to roll out fixed wireless 5G services this month have been pushed back, amid industry speculation that the government’s ban on providers like Huawei for the high-speed network is to blame for delays.

In February 2018 the second-ranked mobile and fixed internet provider revealed plans to be first to market with the fixed product in early-2019, which would allow Australians to access 5G speeds through their wireless home internet on devices.

Industry sources speculated that last year's government-imposed ban on Chinese providers like ZTE and Huawei from being involved in the roll out of Australian 5G networks was behind the delay.

Some suggesting Huawei- the largest provider of its kind in the world - is up to 12 months more advanced with equipment than its rivals.
...
Mobile providers expected the government to limit the use of the global leader Huawei in certain parts of the network on the basis of security concerns but most did not predict a total ban.

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