A reappraisal of China's semiconductor strategy

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BoggedDown

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In my opinion Huawei can take legal action against Trump imposed bans in EU courts and EU competition commission. In US courts I do not see much hope as those bans are imposed under presidential emergency laws. But EU competition commission would love to take cases against Google for restrictive business practices. They are already taking measures against Google for tying play store access and its forces apps with android license. In my opinion it should be individual users choice which app store to use and which apps to use to access a service offered by a company. A service provider should neither restrict nor force user to use specific market place or apps to consumes its services.
 

BoggedDown

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For exclusion of Huawei from SD Card, Bluetooth, WIFI etc US based standardization bodies or alliances, Huawei can complain to EU competition commission for restricted business practices. But for the long term Huawei along with other chinese vendors and telecom companies along with Russian and European telecom companies and vendors can join hands for alternative open standardization bodies. As China has a huge users base, government can force these standards on chinese vendors which ultimately will become world standards in de facto due to economy of scale. But in my opinion Huawei has done very poor job in forming technology alliances rather it was interested more in proprietary solutions for maximizing profit. For example it has not allowed to usage of Kriris chips or shared 4G/5G modem chips with other chinese vendors so they are forced to use Qualcomm. In today's world technology is not for isolation rather for masses and to reach to masses you need open standard and maximum participation from all parties. China need to promote Belt and Road Initiative (BRI) spirit in technology development as well and ensure win-win for all.
 

PikeCowboy

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For exclusion of Huawei from SD Card, Bluetooth, WIFI etc US based standardization bodies or alliances, Huawei can complain to EU competition commission for restricted business practices. But for the long term Huawei along with other chinese vendors and telecom companies along with Russian and European telecom companies and vendors can join hands for alternative open standardization bodies. As China has a huge users base, government can force these standards on chinese vendors which ultimately will become world standards in de facto due to economy of scale. But in my opinion Huawei has done very poor job in forming technology alliances rather it was interested more in proprietary solutions for maximizing profit. For example it has not allowed to usage of Kriris chips or shared 4G/5G modem chips with other chinese vendors so they are forced to use Qualcomm. In today's world technology is not for isolation rather for masses and to reach to masses you need open standard and maximum participation from all parties. China need to promote Belt and Road Initiative (BRI) spirit in technology development as well and ensure win-win for all.

you can't pin everything on HW, HW -> China's Apple, HongMeng -> China's iOS. There's only so much HW can do on its own, and not all Chinese corps like cooperating with HW (i.e 来弄我)

oppo, vivo, oneplus are the other Chinese android manufacturers, China needs to start a separate branch (另起山头) android software supporter (tencent? which already has many of the services like qq books, wechat, tencent video, no maps, qq mail) and a separate chip designer/manufacturer like Qualcomm
 
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tidalwave

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I predict US will be severely declined technologically.

Without the Chinese market, half of US Semiconductor companies will out of business in few years.

Plus US restricting Chinese students to get into the Semiconductor field, there will shortage of talents.

More than of US Semiconductor firms out of business and shortage of talents will hasten US decline.

I foresee Huawei will becomes the leading Chinese Semiconductor firm, selling the chips they designed to local china firms. It will become less of phone company globally
 

gelgoog

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Well, I think people are overthinking the issues with regards to either SD Cards, Bluetooth, or Wi-Fi.
Quite likely Huawei could still produce compatible devices. What they might not be able to do is claim the devices are certified and use the trademarked logo.
 

BoggedDown

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[QUOTE="oppo, vivo, oneplus are the other Chinese android manufacturers, China needs to start a separate branch (另起山头) android software supporter (tencent? which already has many of the services like qq books, wechat, tencent video, no maps, qq mail) and a separate chip designer/manufacturer like Qualcomm[/QUOTE]

China has many successful internet giants capturing 100% of chinese language users but it seems they are just happy within their home arena. These internet giants should internationalize and offer their services through joint ventures or themselves in other countries in English as well as local languages starting in Asia and BRI countries. I think this is big mistake if China want to be a global power, it needs soft power projection. Otherwise it will alway be at mercý of US mafia. Europe is in decline in internet services allowing US monopolies capture its market. Only Russian have some own players but are restricted for their home market only.
 

BoggedDown

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[QUOTE="Well, I think people are overthinking the issues with regards to either SD Cards, Bluetooth, or Wi-Fi.[/QUOTE]

Though inside China HW may not face any problem, without certification or approval from standardization body/alliances, international customers will not have trust in their products. Beside without their approval these products may not be allowed to sell in some international market for breaking IPO. If HW create alternative proprietary solution it will fail as well due to market fragmentation with small market share. Only possibility is to form alliances with all chinese vendors and telecoms operators as well as try to include as many as possible others from european, russian and BRI countries and lead & contribute to open standardization. Then request chinese government to declare these open alternative china lead standards as mandatory for production by Chinese vendors and manufacturers. This way it will have maximum market share in home market as well as other countries and gradually get acceptance as de facto world standards except possible exclusion from some market e.g. US.
 

Hendrik_2000

Lieutenant General
[QUOTE="Well, I think people are overthinking the issues with regards to either SD Cards, Bluetooth, or Wi-Fi.

Though inside China HW may not face any problem, without certification or approval from standardization body/alliances, international customers will not have trust in their products. Beside without their approval these products may not be allowed to sell in some international market for breaking IPO. If HW create alternative proprietary solution it will fail as well due to market fragmentation with small market share. Only possibility is to form alliances with all chinese vendors and telecoms operators as well as try to include as many as possible others from european, russian and BRI countries and lead & contribute to open standardization. Then request chinese government to declare these open alternative china lead standards as mandatory for production by Chinese vendors and manufacturers. This way it will have maximum market share in home market as well as other countries and gradually get acceptance as de facto world standards except possible exclusion from some market e.g. US.[/QUOTE]

There difference between Standard and Intellectual property China can still make hardware compatible with standard. even if she is no longer member of standard
 

gelgoog

Brigadier
Registered Member
Though inside China HW may not face any problem, without certification or approval from standardization body/alliances, international customers will not have trust in their products. Beside without their approval these products may not be allowed to sell in some international market for breaking IPO. If HW create alternative proprietary solution it will fail as well due to market fragmentation with small market share. Only possibility is to form alliances with all chinese vendors and telecoms operators as well as try to include as many as possible others from european, russian and BRI countries and lead & contribute to open standardization. Then request chinese government to declare these open alternative china lead standards as mandatory for production by Chinese vendors and manufacturers. This way it will have maximum market share in home market as well as other countries and gradually get acceptance as de facto world standards except possible exclusion from some market e.g. US.

I think China should make efforts to move those communication standards under the purview of the ITU. It is headquartered in Switzerland so it shouldn't have those issues.
Particularly the Wi-Fi and Bluetooth standards.
 
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