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

Discussion in 'Strategic Defense' started by AndrewS, Dec 8, 2018.

  1. plawolf
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    plawolf Brigadier

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    Only for 2018 overall, and that despite the big drop in Q4. Pretty telling how big of a impact Trumps trade war had despite no official Chinese action targeting Apple.

    Now imagine what it would be like if Beijing went after Apple like Washington is going after Huawei.
     
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  2. taxiya
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    taxiya Major
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    I am not aware of these three having any consumer business any more. For example, Nokia and Ericsson have sold their phone and PC modem business many years ago. Never heard of Cisco having such business at all.
     
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  3. taxiya
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    taxiya Major
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    Simple answer is that Samsung is new comer, although it develops fast, but no where close to Huawei, Ericsson and Nokia for the moment. It may become another black horse like Huawei (10 years ago), but that would be at the end of 5G, pretty much like Huawei started as a black horse at mid of 4G and becomes lead at the end of 4G. It takes time for Huawei so would it take Samsung.

    The so-called lead by Samsung (and true to anybody) is due to the demand of trail-operator's preference. "Samit Basu" failed to realize that other vendors great lead (in other bands etc.) over Samsung in trail network that Samsung is not in.

    The general view for the moment in the industry is that Huawei has the lead without doubt. The view is not final though and will only be clearer and definitive when 5G moves from trail to general deployment in a year (2020).
     
    #203 taxiya, Jan 26, 2019
    Last edited: Jan 26, 2019
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  4. taxiya
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    taxiya Major
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    Two things to add:
    First, it is critical to consider IP ownership, Qualcomm, Ericsson and Nokia owned most of IP in 3G that prevented Huawei's rise in 3G building. In 4G, China's portion of IP increased drastically (ZTE and Huawei) that enabled them to rise to significance but not dominance as bigger chunk is still in the hands of the three. 5G is a turning point where Huawei alone overtakes Ericsson and Nokia in IP ownership. Only Qualcomm is left being the nr. 1 (from my weak memory).

    The thing is that, even if Huawei and ZTE are banned by countries, the 5G network built will still be partially based on Huawei and ZTE's IP and money goes to Huawei and ZTE's pocket. We know that IP charges are much more profitable than actual hardware and software realizing the IP, as we have seen in PC and smartphone industry.

    Second, Ericsson and Nokia are safe in China for the moment as long as major EU countries (Germany, France, Italy and Spain) do not join in the circus, and of course Sweden and Finland. Otherwise, the two will be the collateral damages in a fight they don't want. For the moment I heard one French minister spoke of ban while a Swedish military strategy researcher playing the drum. I hope Ericsson will lobby him to shut up.
     
    #204 taxiya, Jan 26, 2019
    Last edited: Jan 26, 2019
  5. Klon
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    Klon Junior Member
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    The very fact that Apple's market share remained steady (slightly increased) means that Huawei's improvement wasn't at Apple's expense.

    If what's being said is that Huawei is performing better than Apple in China, sure, that's true. However, it isn't doing so by taking Apple's market share, at least so far.
     
  6. advill
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    advill Junior Member

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    Business is "War" and the victor (& importantly with reliable Alliances) can eventually be victorious, depending on strategies and tactics employed. Some Western idioms: "Fools rush in" & "Patience is the Mother of Virtue". An added interesting philosophy by Chuang Tzu "Everyone knows the use of usefulness; nobody understands the usefulness of the useless" .......
     
  7. AssassinsMace
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    AssassinsMace Brigadier

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    Awww! Canada feels like it's being bullied.



    https://news.yahoo.com/trudeau-sacks-canadian-envoy-china-huawei-controversy-204227380.html

    I've been watching some Canadian news on YouTube and I haven't once seen any Canadian pundit acknowlege the perception from China which is everything the Canadian angle accuses China that this is all about political hostage taking. They ignore it so to them they're the innocent being bullied for no reason. Now they fired the Canadian ambassador to China because he didn't fall in line.
     
  8. ZeEa5KPul
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    ZeEa5KPul New Member
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    They didn't fire him, they purged him for thought crime. They have the nerve to badmouth Chinese "state-media", but nowhere else on Earth will you find such perfectly regimented and uniform messaging as you will in Western mainstream media. Propaganda par excellence.

    Trudeau should go back to teaching kindergarten, though it's difficult to see what he can teach those more knowledgeable than himself.
     
    #208 ZeEa5KPul, Jan 26, 2019
    Last edited: Jan 26, 2019
  9. Gatekeeper
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    Gatekeeper New Member
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    Talk about propoganda! The news reader said and I quote "China are holding 3 Canadians against their will. And one Canadian on "alleged drug charge"
    What a farce. Didn't he get the memo that this guy had criminal records in canada for a.... let me see ... drug offence! Im lost for words.
    This and the sacking of the ambassador. If China had done that to their ambassador, you can imagine the western MSM will go overtime to spin this as another example of authoritarian dictatorship will do anything to stop descent, and demonise China, and have a Nobel prize readied for the ambassador for being so brave to speak truthly and freely!
     
  10. localizer
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    localizer Junior Member
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    US always tells others to not interfere with companies but now the one showing that it is more than capable in meddling than anyone is the US.
     

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