Chinese semiconductor industry

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foofy

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I think he meant Hua Hong Semiconductor (comprising Hua Hong Grace Fab 1,2,3 and Hua Hong Wuxi Fab 7) earned US$.45bn in revenue in 3Q21.

Shanghai Huali isn't included since Hua Hong Semiconductor only owns about 7% of that company (needs at least 50% or majority control to be consolidated on the income statement).

The other 93% of Shanghai Huali is owned by the parent company, Hua Hong Group, and also by the Shanghai IC fund.
no. I got brain fart and typed 4.5 billion. I think both combined is 1 billion USD in Q3. Huahong alone is 0.45 billion USD.
 

Tyler

Captain
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Well Guangdong is
* ~2X bigger (area) than SK
* ~2.5x more population
* ~the same total GDP

So, in 10-15 years time no doubt that Guangdong will be 2x bigger than SK in about everything
Especially if Guangdong can double in shipbuilding capacity, since shipbuilding has strategic implications.
How is TCL the television maker doing these days? It is also a Guangdong company.
 

gelgoog

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MediaTek, for decades Qualcomm’s fiercest competitor in the smartphone silicon business, claims to have reached the pinnacle this year.

“We are now the largest smartphone SoC maker globally,” CEO Rick Tsai said during a recent investor conference in Taiwan. “We continue to gain share across all regions of the world.”
...
Some analysts suggest MediaTek could lose business to customers that have formed in-house chip design units, including Google and Oppo of China. Oppo is world’s third largest smartphone maker by market share.

“We’ve seen Oppo more recently build a sizable semiconductor team, with a lot of ex-MediaTek guys,”
noted Brett Simpson, senior analyst at Arete Research. “We’ve also seen Google launch their own application processor in the Google Pixel 6.”
 

Topazchen

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US President Joe Biden on Thursday signed legislation to prevent companies like Huawei Technologies and ZTE that are deemed security threats from receiving new equipment licences from US regulators.

The Secure Equipment Act, the latest effort by the US government to crack down on Chinese telecommunications and technology companies, was approved unanimously by the US senate on 28 October and earlier in the month by the US house on a 420-4 vote.

The signing comes days before Biden and Chinese leader Xi Jinping are expected to hold a virtual summit. The meeting is expected on Monday, amid tensions over trade, human rights and military activities.

The US, without any evidence, still abuses national security and state power to suppress Chinese companies
The new law requires the Federal Communications Commission (FCC) to no longer review or approve any authorisation application for equipment that poses an unacceptable risk to national security.

FCC commissioner Brendan Carr said the commission has approved more than 3 000 applications from Huawei since 2018. The law “will help to ensure that insecure gear from companies like Huawei and ZTE can no longer be inserted into America’s communications networks”, Carr said.

In March, the FCC designated five Chinese companies as posing a threat to national security under a 2019 law aimed at protecting US communications networks.

The named companies included previously designated Huawei and ZTE, as well as Hytera Communications, Hangzhou Hikvision Digital Technology and Zhejiang Dahua Technology.

‘Abuse’​

The FCC in June voted unanimously to advance a plan to ban approvals for equipment in US telecommunications networks from those Chinese companies even as lawmakers pursued legislation to mandate it.

The FCC vote in June drew opposition from Beijing. “The US, without any evidence, still abuses national security and state power to suppress Chinese companies,” Zhao Lijian, a spokesman at China’s foreign ministry, said in June.

Under proposed rules that won initial approval in June, the FCC could also revoke prior equipment authorisations issued to Chinese companies. Huawei in June called the proposed FCC revision “misguided and unnecessarily punitive”.

Last month, the FCC voted to revoke the authorisation for China Telecom’s US subsidiary to operate in the US, citing national security concerns
 

horse

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Tough 5 years ahead for these companies. If this won't kill them, they'll bury the competition


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5G mid-band micro base stations market by region (2020). Source: IDTechEx - "5G Technology, Market and Forecasts 2022-2032"

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ansy1968

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5G mid-band micro base stations market by region (2020). Source: IDTechEx - "5G Technology, Market and Forecasts 2022-2032"

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@horse bro I know what's in your mind...hehehe and I always knew all those virtual signaling a signature move by the American for every summit just to look tough and to used as a bargaining chip...lol. Last month they approved license for Huawei to buy American tech AS IF Huawei will buy any. As told by our old friend @Oldschool, Huawei had already achieved CORE COMPETENCY and will never again hold itself hostage. So bring it on and to those doubters let's see what Huawei is made off.:cool:
 
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