Is the US shooting itself in the foot by banning Huawei?
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Also, I doubt that the US is going to completely ban Huawei from procuring American components. Keep in mind that Huawei's products are the backbone of many ISPs in the EU. A total ban is going to severely hamper many services in the EU causing significant political backlashes. Unless, the US just totally don't give a damn about its allies.
This was a big warning to the EU from the US. You don't obey us? We'll force it down your throat.
I'm glad that you guys liked my translation. I saw news of the ban this morning and become immediately worried, and I saw the letter, which came not only as a relief but also a boost of confidence. It's relieving to know that some Chinese companies like Huawei has been preparing for the worst.
I think this is a strong leverage for China to use against the us regime. Many nation's economic fates are tied with China's technology and economic health. The us regime threatens them all. China can unite with those nations against this common threat. America then faces two choices: choose unilateralism and lose allies or back down.
For smartphones, this is not true. Huawei is not totally dependent on Qualcomm. When you read an article from Bloomberg, New York Times, etc., you should beware of fake news.
"The two largest smart phone makers in the world supply a majority of their own modem chips to help their devices connect to wireless data networks, according to evidence presented at an antitrust trial for chip supplier Qualcomm Inc"
I don't know about base stations, but I think it's unlikely that Huawei would rely on a rival for a key part of the 5G network.
Long time lurker here. Chinese American guy. I think this escalation here is an indication that the only trade deal that Trump is after is one that completely subordinates or humiliates China. Basically, there really is no option here except for China to accept that decoupling from the US is a real thing, and from now on, to not expect any form of cooperation from the US, but outright hostility. Open recognition of Taiwan independence, economic sabotage, arming and training of Uighur terrorists, this is all game now.
China really doesn't have a choice except to buckle down and build up it's own capabilities, establish new supply chains and upgrade its innovative capabilities in record time. This is about survival now. This escalation puts everything in a war setting. It's a clear sign that the US would rather hurt itself than see China succeed. Dangerous waters we are heading into.
China really doesn't have a choice except to buckle down and build up it's own capabilities, establish new supply chains and upgrade its innovative capabilities in record time. This is about survival now. This escalation puts everything in a war setting. It's a clear sign that the US would rather hurt itself than see China succeed. Dangerous waters we are heading into.
Jura The idiot
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I don't know if that is true for Huawei's base stations. Even if true, I doubt it would matter much.
Typically, FPGAs are used for prototyping and for low quantity production, because it's faster and easier than designing your own chip. (Mostly because you can customize an FPGA yourself. In fact, that's what "FPGA" means: Field Programmable Gate Array.)
However, if the quantity is low, then it follows that the product is not going to matter much to a $100 billion company. If necessary, Huawei can buy the Altera or Xilinx chips from a third country; this should be rather easy for low quantities.
For higher quantities, there are ways to convert an FPGA design to an ASIC (a fully custom chip), cheaply and quickly. Many Chinese companies can make ASICs of rather high complexity.
So I don't think the near American monopoly on high-density FPGAs is going to affect Huawei much.
For high-end smartphones, Huawei uses its own Kirin series SoCs which has its own Balong series modem.
Qualcomm does supply SoCs for some of the mid to lower tier phones.
Broadcom used to supply the WIFI/Bluetooth chipsets to Huawei, by has been replaced by an in-house solution on P30 series smartphones.
As for 5G base stations, I believe Huawei has its own solutions that are cross licensed for patents with Qualcomm.
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