Potential backfire from Google Ban

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gelgoog

Brigadier
Registered Member
On a lighter note, I saw an Australian news article yesterday that really made me feel speechless.

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This is the link. The articles suggests that due to US actions supply chains and manufacturers will shift away from China and "The best that China can realistically hope for at this stage is a series of ceasefires that avoid serious damage to its economic growth, financial stability and broader development process."

So it is suggesting that somehow this is all the fault of the Chinese and that by weaponizing commerce, trade, and companies, global supply chain will all move out of China? In the short term, maybes some will shift, but shouldn't Trump's actions also make other countries and companies re-think about their reliance and dependence on US firms? With Trump in power there's no "safe ally", he will pull the trigger. Isn't Trump making the US more unreliable as opposed to the other round?

It is true that some companies will move out of China faster as a result of the tariffs. But most of those companies were already going to leave China for other places like Vietnam regardless in the future because of the increasing labor costs in China. Still, unless China reacts to the tariffs it is likely the moves will indeed increase.
China can basically counter that with their own tariffs. Much like Russia did.
 
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xiabonan

Junior Member
I'm just wondering when the Chinese retaliation is coming.

If I was Xi, I'd slap a 100% tariff on Apple products and give the money to Huawei.

Xi is no Trump. That's too over the top, at least at this stage.

The goal of retaliation should be to strike maximum damage and have minimum side-effect or collateral damage to China and the Chinese people. China certainly has many tools on its hands, but just like a card game if you are going to deal your trump (no pun intended) card in the first round and you don't win, that could mean big trouble for you. America has more cards and stronger cards, but deals them more recklessly; China has fewer and less impactful cards, so it has to deal its cards very very carefully in order to win evetually.

This is also like a game of chess. You can't just make any move without anticipating how your opponent would react. Trump clearly made a blunder when he blacklisted Huawei as he probably didn't expect Huawei to stand against his ban, so China has to be careful not to repeat his mistake.
 

localizer

Colonel
Registered Member
The boycott is enough. Besides, Apple phones are good phones and iOS is much superior to Android. China should transition to something else besides Android maybe.
 

Hendrik_2000

Lieutenant General
From global times
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Limited impact

Some industry representatives believe Arm's move will deliver a significant blow to Huawei, as the company's major self-developed chipsets and mobile devices are based on Arm architecture.

Along with Intel's X86 structure, Arm and X86 architecture are considered the lifelines of the CPU market and the core engines for smart devices.

"This is far bigger than just banning Huawei phones in the US. If tomorrow any non-US tech company becomes too powerful, the US just has to play the so-called national threat card," a veteran industry representative from the Internet of Things sector based in Shenzhen, South China's Guangdong Province, told the Global Times on Wednesday.

While US influence in the high-tech sector is omnipresent, the tech cold war has officially become a malignant competition for technology, which puts the spirit of contracts and free market competition behind politics, said Chinese analysts.

However, industry analysts predict that the impact of this cut-off will be limited as the previous contract signed between Huawei and Arm allows the former permanent access to the Arm v8 structure, so the development of new Huawei gadgets will not be affected.

"We've also received a notice that HiSilicon will launch a new Kirin chipset on May 30, which shows its operations are all normal now," Fang Jing, an industry analyst at China Merchants Securities, told the Global Times on Thursday.

According to its contracts, Huawei is not losing critical access to the Arm instruction set, which will ensure that HiSilicon, the semiconductor division of Huawei, can continue to develop on existing architecture.

Huawei founder Ren Zhengfei told a group interview on Thursday that the suspension of cooperation with Arm has "no impact" on the company, as it has gained permanent access to Arm's architecture, according to media reports.


"It's time to show how capable HiSilicon really is and test the real Chinese innovation spirit," Fang Xingdong, founder of Beijing-based technology think tank ChinaLabs, told the Global Times on Wednesday.
 
Wednesday at 10:43 PM
I wonder who's next? I mean an important company which would stop collaborating with Huawei; I'm guessing I'll quote this post
now
Microsoft said to stop accepting new orders from Huawei as it moves to comply with US restrictions
  • The US last week placed Huawei and its affiliates on a trade blacklist that restricted the Shenzhen-based firm from buying services and parts from US companies
Updated: 4:12pm, 24 May, 2019
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Microsoft has followed Google and stopped accepting new orders from Huawei Technologies after the Chinese telecoms gear and smartphone maker was added to a US blacklist that prevents it from buying American technology, according to people familiar with the matter.

The two major areas of business between Huawei and Microsoft – Windows operating systems for laptops and other content-related services – have both been suspended by the US company as it moves to comply with US government restrictions, said the people, who declined to be named as the information is private.

The Post understands that the Windows operating systems equipped on existing Huawei PCs will not be affected and will still be eligible for updates and security protections, according to one of the people. Meanwhile, Microsoft’s services team for the Chinese company has already moved out of its Shenzhen-based headquarters.

“This does not mean that Microsoft is not cooperating with Huawei any more. The suspension in business between the two companies could be just temporary,” said one of the people.

Both Microsoft and Huawei did not immediately reply to emailed requests for comment.

The US government last week placed Huawei and its affiliates on a trade blacklist that restricted the Shenzhen-based company from buying services and parts from US companies without approval.

Following the US move to put Huawei on a trade blacklist, US corporations including chip-makers Intel, Qualcomm, Xilinx and Broadcom have reportedly told their employees not to supply Huawei until further notice, according to a separate Bloomberg report on Monday. Google also suspended Huawei’s access to future Android operating system updates, hitting their ability to offer popular Google apps on their phones in future.

Huawei, currently the largest smartphone vendor in China and the second largest globally, has also been pushing its laptop business recently, launching a series of personal computers that cover the mid to high-end markets.

Before the opening of the Consumer Electronics Show in Las Vegas in January this year, Huawei introduced new laptops for the US market, aiming to build a bigger business in the world’s largest economy without the government scrutiny that its network gear operations have attracted.

“PCs are Huawei’s primary business in the US, and the company is investing to compete in this market,” a Huawei spokeswoman said at the event. She added that Huawei started selling personal computers and tablets in the US in 2016.

Huawei, which now faces the prospect of not being able to use Android OS on its smartphones and Windows OS on its PC products, plans to launch its own operating systems compatible with Google’s Android and Windows’ software, Huawei’s mobile business chief executive Richard Yu Chengdong said this week.

Huawei’s self-developed OS will be able to support a range of products and systems within its ecosystem, including smartphones, computers, tablets, TVs, automobiles and smart wear, which will also be compatible with all Android applications and existing web applications, Yu was quoted as saying in a Securities Times report published on Tuesday.
 
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