Chinese semiconductor industry

Sincho said:

Please read carefully.


It is supposedly a one-off deal, not a continuous licensing deal like Arm's. They are prepared to sell everything including lock, stock and barrel. And I read somewhere they are prepared to help to set up a research division for the US company too. If this whole thing ever comes to pass, utter stupidity is the word.

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horse said:

1. This offer was at least a year ago, and probably has expired.

2. 6G is coming, and maybe Huawei knows when it will arrive. They probably the leader in that research too. When 6G does arrive, the 5G portfolio goes down in value.

3. Huawei did not get to where they are by being not able to do business.

Ren Zhengfei is saying, that you Americans are behind. Here, Ren Zhengfei will give you a chance to catch up quickly. If they do not take it, Ren Zhengfei will go ahead crush you as hard as he can with a clear conscience.

That's how it really works.

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bettydice said:

I don't agree. Too positive.

1. That still doesn't change the point. What's now different from a year ago? Being expired has nothing to do with whether that move itself was wise or not.

2. Now is just the beginning of 5G era and long period of time ahead for 5G business. It is still far away until 6G to come. Huawei expects 6G to come in 2030, so it's 10 years. This is not the appropriate time to make an argument of 5G going down when 5G is beginning.

3. Why give Americans a chance to catch up quickly in the first place? He shouldn't. It's not if they do not take it, he shouldn't even if they do take it.

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horse said:

The Americans are too far behind the Chinese in building standalone 5G networks.

If the Americans accepted Huawei offer, then they could be 3-4 years behind, instead of 5-7 years behind China in building a national standalone 5G network.

First mover advantage is already gone. We know who it will go to. Ren Zhengfei knew that even back then.

Ren Zhengfei's offering was a peace offering, and a business proposition. It was a good move, because now there is clarity.

The goals for the company has not changed. Building of the 5G network is a means to an end.

Building the 5G standalone network is not an end in itself. It is a means to an end. The end game is the apps that are built on top of the standalone 5G network. That is where the big money is.

First mover advantage will position those who get there first the greatest opportunities to reap the most rewards.

And China got a multi-year lead on everyone, and possess the best gear, built by Huawei.

That is why President Trump was so mad. This was a butt kicking, and he could not take it, and flipped out.

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ansy1968 said:

@horse bro Ren Zhengfei is gloating, I like his style a Chinese style...lol, bro he is giving the American the middle finger showing them by hamstringing his company they're able to grow more...hahaha. As they say successful people or company grew from adversity, Thank you America for giving them the inspiration to fight and innovate ..LOL

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jfcarli said:

When I think of it, your reasoning makes sense!

I think that yes he is giving Americans the middle finger. From saying he will sell, to actually selling there are oceans in between. He is playing humble and scared, but is teasing. He certainly has no intention of selling and he also knows the Americans will not swallow having to buy his technology.

Ren Zengfei is NOT desperate. He is coming up with a brand new OS. They are moving into EV. They have signed a huge portion of the world`s 5G contracts.

He is, as you say, giving the Americans the middle finger!

I doubt he will sell, even if Americans want.

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ansy1968 said:

@horse bro from AsiaTimes, I think Mr Goldman had consulted you regarding China 5G and its application..lol, Joking aside your thesis and analysis is spot on. Its the 5G application that is important and Huawei is a dominant leader.

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horse said:

Goldman is someone we should all listen to.

The Jews survived only by the wits. They were continuously prosecuted, and always a minority. It is a miracle they survived. They like China because #1 they like Chinese food, and #2 China did not prosecute them. China was the only country in history that did not prosecute the Jew.

Just seems to me that the Jewish banker know almost everything we need to know about the world.

Since he is old and rich, he does not give a shit about his career, Goldman is going to tell the truth, whether his fellow Americans want to hear it or not.

So far, they're not listening!

The whole point of building the 5G standalone network, it is a means to an end. I read an article somewhere about some German factory building furniture, and they installed 5G to improve their processes, and they managed to find savings to operations of 10% somewhere. That is an extra 10% profit for them.

Factories will be more competitive with 5G. Who writes that software for the hardware, who gets there first with this efficiently improvement tools will win over a brand new market. Upgrades to current business, and new businesses created, all with 5G networks.

And the Americans, all they do is ban Huawei. That is not going to work.

Goldman has been telling the Americans they must start to take China seriously for a few years now. Video from 2017.

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