News on China's scientific and technological development.

That's all good but for me, my Huawei would have to be inoperable for me to switch to anything else. Buying these BBK "Chinese" phones puts money in the hands of American chip companies who use that money to stay ahead of the Chinese competition. Buying Huawei puts your money in the hands of Chinese companies that will use it to forever break America's technological pull so that they may never sanction anyone again without being laughed at. As a purely technical comparison, what you wrote is all fine, but when I'm making a purchase, I see this Huawei vs Other phones issue as investing in bullets for my gun vs investing in bullets for the guns of people who want to kill me.

 

Android is based off Linux. You got a UI and a virtual machine executing off over on top of a Linux kernel. OS kernel is probably the most complex and difficult thing for an OS, and the Linux kernel is equivalent of millennia in terms of man hour work by developers all around the world as an ongoing open source project. Linux has one legal obligation for all the companies that make their own distributions and flavors off from it --- that they have to contribute in this openness by releasing the source code of their own version. Some parts of the OS is allowed to be closed or private. Hence, Google in using Linux for Android is legally obligated to make an open source version of it. Each smartphone company that makes their own flavor of Android is also legally obligated to release their source code in public, ranging from Samsung to Huawei. Even vendors like Asus to Motorola need to do it.

Linux being open and this is why Google is working on its own proprietary OS called Fushia. Fushia in all irony were even tested on Huawei smartphones as their first testing ground. So even before Trump, even years before, there is talk about an Android successor and this got smartphone companies concerned since Google might make this OS more proprietary than Android. You wonder why smartphone companies are secretly working on their own mobile OSes long and years before Trumpnomics, and this is the reason for it.

 

I wonder how much money it puts in the hands of US chip companies, but at the same time, BBK might already be Qualcomm's number one customer and losing BBK can hugely damage the company. BBK notably tries to use as much of Mediatek as possible. Its not BBK's fault they have to buy Mediatek or Qualcomm; Huawei does not sell its Kirin chipsets to it. Do you think BBK, Xiaomi and ZTE's Nubia has any other choice? If Huawei is truly thinking of "China" and instead of just itself, it needs to sell Kirin to the other phone vendors. Lately Huawei is considering selling its Balong modems to other companies but Balong is a standalone modem whereas most SoCs incorporate their own modem already. Kirin as you see, differs from the Snapdragons that it does not integrate a modem into the chipset. For that reason its much more similar to Apple's A series or Samsung's Exynos series for having the modem separate. Speaking of Samsung, this company, even though it has withdrawn from manufacturing smartphones from China, is smelling blood and a major opportunity against Qualcomm by looking to sell its Exynos chipsets and modems to Chinese integrators. It has previously done so with Meizu but is looking to widen its market.

A company as big as BBK should consider making its own SoC by now, or buying up someone who does like Mediatek.

 

Perfect, that's all I needed to know. I understand that having previously seen the US as a reliable supplier, they could have built quite the need around Qualcomm and cutting off cold turkey could be disastrous both ways but as long as they are avoiding Qualcomm as much as possible and looking at all the other options (including self-development), I see that as doing as much as they can. I agree with you that Huawei is being selfish and should sell its Kirins to these companies; it if did that, this trade war casualty could easily be the US crown gem Qualcomm. That would be beautiful but... who knows what Ren is thinking...

 

I don't think this is Ren's idea. This move is made with a higher strategic vision than what someone in Ren's position would be thinking. Selling Kirin to other Chinese phone makers might be a nice come back against Qualcomm. But that would be a petty move. China's real vision is to disintegrate with the US, and re-integrate with the rest of the world. Why do you think that Taiwan's TSMC never even made any move in this whole China-America technology war? Why do you think Japan is all of a sudden quickly thawing its relation with China? This is because this China-America War is NOT a full scale China-West war. Both China and America is looking to disintegrate with each other, and reshape their own spheres of technological/industrial alliance.

The US wants a culturally homogeneous anglo-sphere alliance. This will include English speaking nations. Because the US now is becoming more and more right wing, and became more and more xenophobic. It will start to discriminate against non-WASP nations. This is when powerful nations like Japan, Germany, Russia, will revert to Great Power dynamics. Right now, China's vision is actually inline with the majority of countries in the rest of the world, even thought many of these countries doesn't look like they are supporting China on the surface. This is because they do not want to be targeted by the US.

Therefore, right now, the priority for China is not meaningless retaliation against the US. The priority now is to re-integrate with as much major countries as possible, even if they were former competitors. Right now, China need to integrate Japan, Korea into her own supply chain. Kick the Americans out, while keep the others in. That's the game plan. This is why I think Huawei didn't make the move to take Qualcomm's business in China. Qualcomm will be out of China sooner or later, even if the company itself doesn't want to be out. The US government and Chinese government will keep on fighting, and this will destroy Qualcomm's business in China. Right now, China need to lay out the cheese and wait, and let the smaller guys come in, take bites, and be integrated with Chinese economy and industry.

 

China produces over 95% of the world's Gallium and Huawei has over 2,000 patents related to their applications. This semiconductor is critical to both defense and telecom use.

https://www.fierceelectronics.com/e...world-s-gallium-used-5g-base-station-chipsets

 

US government launches investigation into Tiktok social media app.

https://www.reuters.com/article/us-...vestigation-into-tiktok-sources-idUSKBN1XB4IL

 

https://www.reuters.com/article/us-...-self-developed-alzheimers-drug-idUSKBN1XC0JC

 

let me add https://www.nature.com/articles/s41422-019-0216-x
and
China approves seaweed-based Alzheimer's drug. It's the first new one in 17 years https://us.cnn.com/2019/11/03/health/china-alzheimers-drug-intl-hnk-scli/index.html

 

US to reopen tap of US components for Huawei. This may include Google to license Google apps again.

Huawei May Soon Have Google Back: Huge Boost For Mate 30 Sales

https://www.forbes.com/sites/zakdof...ck-huge-boost-for-mate-30-sales/#34f870845131


Maybe this one of the reasons why.

Huawei to spend US$40 billion on supplies from Europe in five years to offset U.S. ban

https://www.brusselstimes.com/all-n...-from-europe-in-five-years-to-offest-u-s-ban/


Huawei getting into blockchain and fintech.

https://decrypt.co/11047/tech-giant-huawei-inks-deal-with-china-digital-currency-unit

Tech giant Huawei inks deal with China’s digital currency unit
As China races to adopt blockchain technology for various uses, including digital currency, Chinese tech giant Huawei has struck a deal with China’s Digital Currency Research Institute.