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

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Tam

Brigadier
Registered Member
Indeed, this is by the guy whose video you posted (from last year):


He wasn't incorrect that the markets took a major downturn in summer when everyone else --- the media sources you posted about --- could not have seen it happening.
 

Icmer

Junior Member
Registered Member
Again, you do nothing but quote from the invested shill media that has their own hands on the pocket. That is two gold standards for a recession being passed. If the economy is doing so well, then why is corporate, consumer, household and government debt all rising to new highs?

Going to smartphone loyalty.

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CIRP is out today with a new report detailing smartphone loyalty among consumers. While
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r egularly touts “switchers” as an area of growth for the iPhone, the latest CIRP data claims that Android users are actually more loyal than iPhone users, at least over the last 12 months.

CIRP says that its research shows Android has a 92 percent loyalty rate, compared to the 89 percent loyalty rate of iOS as of September of 2018. The smartphone loyalty numbers have fluctuated slightly over the last three years, but Android and iOS are both currently at their highest-ever points.

“Loyalty has crept up for both iOS and Android in the past two years, to the highest levels we’ve seen,” said Mike Levin, Partner and Co-Founder of CIRP. “Basically, For the past three years, around 90% of US smartphone users remain with their same operating system when they buy a new smartphone.”

On a broader scale, this means that neither iOS nor Android are likely to win over too many customers from the opposite platform. CIRP’s John Lowitz explains that while many predict that OS switching is on the rise, especially switching from Android to iOS, in actuality that isn’t currently the case.

I didn't mention smartphone loyalty except when I noted that iPhones are incredibly entrenched in the youth segment of NA with 90+% usage share. A supposed 89% retention rate for iPhones will ensure that this continues. Also, it's pretty sketchy that the original report is nowhere to be found in any of the articles that CIRP appears in (which only appears to be 9to5mac and Softpedia). Its website is incredibly vague about their study methodology:

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CIRP bases its findings on a survey of 500 US subjects that activated a new or used phone in the April-June 2018 period. For additional information, please contact CIRP.

Its findings are contradicted by other, more reputable sources - not including Apple's own claims about "switchers." It really looks like a shill piece and CIRP seems like a shill group itself, with an incredibly low-effort website devoid of credentials or media coverage.
 
now I read
10:34, 12-Apr-2019
Huawei is open to enable 5G iPhone: CEO Richard Yu
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Huawei's 5G chipsets are open for sale to third-party companies, and the company will "say yes" if US device giant Apple wants to buy it, Richard Yu Chengdong, CEO of Huawei's consumer business group (CBG), announced on Thursday, according to the Global Times.

So far, Apple has made no comments on Huawei's last offer.

The California-based company is now in a hot seat after Huawei and Samsung rolling out their 5G smartphones successively this year. And even the long-forgotten Motorola has launched its Moto Z3 that can connect to Verizon's 5G network.

The reason that Apple is behind its competitor in this white war is due to the lack of a 5G modem chip, a device that is used to transfer data to a large variety of physical mediums.

Since the company broke up with Qualcomm, a major chip supplier of Apple's iPhone lineups, over patents and royalties issues in 2016, Apple moved solely to Intel for its 5G plan.

But according to Intel, its 5G modem chip will not be available in the first half of 2019, and it never indicated when it believed products will arrive for customers. Bloomberg previously reported that Apple would not have a 5G iPhone ready until 2020.

In January, Apple held talks with Samsung and MediaTek along with existing vendor Intel about supplying modem chips in the near term, but neither company may have chips ready for 2020.

Huawei once said that its 5G chips are only for the "internal products" use and will not sell its self-developed 5G chipsets to third-party companies. But now, the CEO said, "Huawei is open."
 

Tam

Brigadier
Registered Member
I didn't mention smartphone loyalty except when I noted that iPhones are incredibly entrenched in the youth segment of NA with 90+% usage share. A supposed 89% retention rate for iPhones will ensure that this continues. Also, it's pretty sketchy that the original report is nowhere to be found in any of the articles that CIRP appears in (which only appears to be 9to5mac and Softpedia). Its website is incredibly vague about their study methodology:

Except that its their parents that buy the phones.

Its findings are contradicted by other, more reputable sources - not including Apple's own claims about "switchers." It really looks like a shill piece and CIRP seems like a shill group itself, with an incredibly low-effort website devoid of credentials or media coverage.

Bring out your so called more reputable sources. Its not as if those other companies are not shill pieces themselves. Seems to me like if its pro-Apple it must be objective and not a shill piece right? Like critics giving loving reviews on a Disney movie on Rotten Tomatoes, the shills favor to get in bed with the biggest and richest companies, because that is the whole point of being a shill.
 

Icmer

Junior Member
Registered Member
Except that its their parents that buy the phones.

I didn't say it was a measure of pure sentiment.
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Most likely above 90% after accounting for the sample's gender difference.
A record 83 percent of U.S. teens own an iPhone as of spring 2019, according to investment bank Piper Jaffray's semiannual
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of around 8,000 high school students. Respondents were roughly 54 percent male and 46 percent female with an average age of 16.3 years.

Meanwhile, 86 percent of U.S. teens expect their next smartphone to be an iPhone, matching an
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. This metric has steadily grown in Apple's favor over the years, rising from
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.

iPhone popularity among teens is a good sign for Apple, as many of them could stick with the iPhone as an adult. Teens also become locked into the Apple ecosystem at an early age, becoming accustomed to services like iMessage,
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, and
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as well as accessories like the
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and
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.

The survey found that 27 percent of U.S. teens own a smartwatch, while 22 percent of respondents plan to purchase an Apple Watch within the next six months. By comparison, 20 percent of teens said they plan to purchase an Apple Watch in the next six months in the year-ago survey.

Bring out your so called more reputable sources. Its not as if those other companies are not shill pieces themselves. Seems to me like if its pro-Apple it must be objective and not a shill piece right? Like critics giving loving reviews on a Disney movie on Rotten Tomatoes, the shills favor to get in bed with the biggest and richest companies, because that is the whole point of being a shill.

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Perhaps the most poignant stat from the data, which was conducted by
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, is that around 20% of Android owners plan to switch to an iPhone with their next smartphone purchase. HTC owners were the most likely to switch over to iOS, with 25% planning to do so. You can see the full breakdown below:
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s_1fce580494d440aeb2f1e2d27273df10.png

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Hendrik_2000

Lieutenant General
Once you are behind it is hard to catch up in smart phone technology Apple has lost their mojo And now some of the brokerage is sending sell call to their client
I agree with themThey wpn't get their new underwhelming model until 2020 Too late by then

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Apple (
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). New Street research is now rating the stock a Sell, saying many investors are too optimistic about the pace of iPhone replacements. HSBC also downgraded the stock this week, urging investors to reduce their holdings.


Tracon Pharmaceuticals (
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). The biotech company ended a late-stage trial of a cancer treatment, after the medication delivered disappointing results. The CEO says they will continue to work on other treatments and have enough cash to last into late 2020.

Boeing (
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) says it's now completed
 

Icmer

Junior Member
Registered Member
This won't age well

President Trump announces new 5G initiatives: It’s a race ‘America must win’
PUBLISHED AN HOUR AGO UPDATED AN HOUR AGO

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KEY POINTS
  • President Donald Trump and the FCC on Friday made several announcements to accelerate 5G deployment in the U.S.
  • “The race to 5G is a race America must win,” President Trump said. “It’s race that we will win.”
  • “It’s private sector driven and private sector led,” President Trump said.
President Donald Trump and the FCC on Friday announced several initiatives to spur 5G network growth in the U.S.

“The race to 5G is on and America must win,” President Trump said, noting that 92 5G markets will be ready by the end of the year, outpacing South Korea, which is on pace to have 48 markets live by the end of 2019.

“It’s race our great companies are now involved in,” President Trump said. “According to some estimates, the wireless industry plans to invest $275 billion in 5G networks, creating 3 million American jobs quickly, and adding $500 billion to our economy.”

5G is the next-generation of wireless network that will enable faster data speeds. Unlike 4G LTE, which mainly targeted mobile phones, tablets and computers, 5G is also expected to enable more reliable connections on self-driving vehicles that will need a constant data connection, and smart cities that use “Internet of Things” devices, such as connected street lamps, traffic lights and more.

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and
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already have
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, and
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and
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plan to activate their networks later in 2019. Only one phone from Motorola, offered on Verizon, supports 5G in the U.S. right now.

“To accelerate and incentivize these investments, my administration is freeing up as much wireless spectrum as needed,” President Trump said. ”[We’re] removing regularity barriers to the buildout of networks.The FCC is taking very bold action, bolder than they’ve ever taken before, to make wireless spectrum available.

Spectrum is the airwaves networks use to provide internet to devices. Spectrum space is regulated by the FCC.

President Trump’s comments come in tandem with announcements the FCC made on Friday. The FCC said that starting on Dec. 10, it will offer “the largest spectrum auction in our nation’s history,” allow carriers bid on 3,400MHz of new spectrum in the Upper 37GHz, 39GHz and 47GHz spectrum bands. The additional spectrum would “promote the development of 5G, the Internet of Things and other advanced spectrum-based services,” the
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Additionally, the FCC proposed new
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“Fixed Satellite Service operators to provide faster, more advanced services to their customers” using 50GHz spectrum. It
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current rules “impair the ability of users to deploy small, next-generation networking devices on their own property,” particularly in rural areas, and proposed changes that would allow people to install “hub and relay antennas” on their property to help spur 5G networks.

“The FCC aims to create a $20.4 billion Rural Digital Opportunity fund,” to “extend high-speed broadband to up to 4 million homes and high-speed businesses in rural America,” FCC chairman Ajit Pai said.

Pai also addressed the
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for use in 5G networks across the U.S. and Europe.

“We believe that the security and reliability of 5G is absolutely important, not just as a matter of national competitiveness, but also as a matter of national security,” Pai told CNBC’s Eamon Javers. “I have been very encouraged by my conversations with our European allies all across the continent about the importance of security and 5G networks. The need to have a framework to understand the risk profile of certain equipment and services is something most allies recognize and it’s just a collaborative process of making sure that we have a framework that works for everybody.”
 

CMP

Senior Member
Registered Member
This is a huge walk back of the initial policy and approach. And someone like Pai is carrying water for the regime. This is what happens when people overestimate their own power and underestimate everyone else.
 

Hendrik_2000

Lieutenant General
Lots of talk from Trump as usual. Remains to be seen what will happen in practice.

Exactly from Axios

4. There's still no American solution for 5G
Illustration: Rebecca Zisser/Axios
Axios reported this morning on the Trump administration's plans to unveil a big
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:

Details: At a White House event today, [President] Trump and FCC Chairman Ajit Pai plan to make two announcements.1. Airwaves: The FCC will auction off three big slices of millimeter-wave airwaves that are crucial to connecting new devices at high speeds...2. Funding: The agency will announce a "Rural Digital Opportunity Fund" to spend $20.4 billion over 10 years in rural broadband.
Between the lines: This plan does not look it will do anything to address the fact that there are really only four hardware firms that can built a 5G network: Sweden’s Ericsson, Finland’s Nokia and China’s Huawei and ZTE.

As Brian Fung explains in the
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:

“There is no U.S.-based wireless access equipment provider today that builds those solutions,” said Sandra Rivera, a senior vice president at Intel who helps guide the chipmaker’s 5G strategy ...The rising global demand for 5G equipment highlights how the United States, a technology leader in other respects, is largely absent from the wireless networking industry. It reflects the decline of a once vibrant ecosystem of American companies that formerly went toe-to-toe with the likes of Nokia and Ericsson.
Earlier this week, the Global Times crowed about the success of
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:

A new trend in the world economy is emerging, as national industrial strategies are mapped out across major countries, ranging from the US and Germany to Japan and South Korea ...While China is trying to develop strength in advanced technologies that have until now been the domains of the US and European countries, they also view China as a major competitor. China should not reduce support for state-led projects under pressure from the West. In contrast, more effort is needed to push forward China's national industrial goals to further invest in state-led research projects, especially in strategic industries such as 5G networks, aerospace, advanced numerical control tools, and energy-efficient and new-energy vehicles.

The bottom line: Huawei's lead in 5G is evidence to Beijing that its model is working, and no one should be under any illusion that it will give up the goals of its Made in China 2025 program.
 
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