Is the US shooting itself in the foot by banning Huawei?
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Hendrik_2000
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Their SOC kirin is as good as the latest snap dragon from Qualcomm. They used it in high end of their product But they have segmented product that still use snap dragon chip
There are not that many chip on the smart phone They need Modem chips battery ,memory, Antenna switch chip, and High and low PAD chip, enveloped tracking chip and some circuit board that's it
I am no expert maybe some one expert can add some more
China make most of those chip including modem chip and memory
SAN JOSE, Calif. (Reuters) - The two largest smart phone makers in the world supply a majority of their own modem chips to help their devices connect to wireless data networks, according to evidence presented at an antitrust trial for chip supplier Qualcomm Inc ().
AFAIK Chinese memory chip manufacturers still don't have production good enough to compete at the high end.
There are lots of SoC manufacturers though both on high-end like Kirin from Huawei's HiSilicon and other Chinese OEMs like Allwinner, Spreadtrum or Rockchip.
There are lots of SoC manufacturers though both on high-end like Kirin from Huawei's HiSilicon and other Chinese OEMs like Allwinner, Spreadtrum or Rockchip.
like i said its not just chips but also other stuff, like optical connector, RF chip, analog stuff, software from google, android etc etc. No company has resource to come up with all the ban list by them self.
Hendrik_2000
Lieutenant General
Yangtze memory will produce the high end DRAM memory this year based on Defunct German company technology QIMONDA It is 64 layer technology. this article is from last year
The group's affiliate, Yangtze Memory Technologies, is spending $24 billion to build the country's first advanced memory chip factories in the city of Wuhan. It has poached thousands of engineers from Samsung, SK Hynix, Micron and , and on April 11, it began moving equipment into the factory.
Tsinghua Unigroup Chairman Zhao Weiguo announced that the company should begin producing its first batch of 32-layer NAND flash memory chips this year. But Avril Wu, a longtime market watcher at TrendForce, said it is likely that Yangtze Memory will not be ready to ship the more advanced 64-layer chips, currently the industry standard, until the end of 2019 at the earliest.
via xyz
After Fujian Jinhua was declared a ban on export by the United States, the domestic storage industry development atmosphere turned low-key, and the industry is more worried that another DRAM independent research and development giant Hefei Changxin will suffer the same fate
But Hefei Changxin chief Executive Director Zhu Yiming first revealed in the GSA MEMORY+ forum on May 15th that the DRAM technology under development is based on the technology of Qimonda, a German-based storage giant that used to own a global patent.
In the past two years, Zhu Yiming, who was very low-key in public exposure, and the GSA MEMORY+ forum on the 15th caused a sensation in the industry. He was prepared to come out with a "answer" and "antidote". Zhu Yiming announced that the technical basis of Hefei Changxin is Qimonda. “Answer” worried about Changxin’s infringement of Micron’s DRAM technology and patents, and also broke the news that Changxin’s “Help” Samsung technology transfer technology.
This declaration is an "antidote" for the domestic independent storage industry. Zhu Yiming said that the first is through the cooperation with Qimonda, and combined with the research and development of Changxin's independent technical team, there are already more than 1,000 DRAM-related technologies, and the paper is cooperating with the equipment lithography machine ASML.
The pilot production line was pre-developed. Hefei Changxin completed the wafer plant in just 14 months and has already produced 15,000 test wafers with a capital expenditure of US$2.5 billion. To interpret the information release of Hefei Changxin, the significance of domestic independent development of memory chip technology must first be discussed from the three major aspects:
1. Why is Hefei Changxin going to be eye-catching? 2. Before Qimonda collapsed, it actually developed a martial arts” in the DRAM industry. Unfortunately, there is no money for mass production. Is this a history of unfinished work? 3. Is there any precedent for the success of the operator of Qimonda DRAM technology, which can be used by Hefei Changxin?
Why is Hefei Changxin going to be eyed by Meiguang? In 2017, the US storage giant Micron offered two killers, aiming to cut off the technological autonomy of the domestic storage industry. First of all, it was a big move to send a letter to hundreds of employees of Taiwan storage company Huaya Ke to Hefei Changxin, taking legal measures and international pressure to prevent the transfer of talents, which triggered the shock of the international semiconductor industry. In addition, it
Huawei has just published an internal letter that said that its "backup chips" are now officially online.
Huawei stated that they have been preparing for this day for years and have been working towards the ability to ensure the continuing production of its equipment in the event that such a ban is imposed and they are now at a point where most of their equipment and services won't be dramatically impacted by such a ban due to the existence of internal backup chips.
Personally, I believe that there will still be some impact, some of these backup chips might not perform as well or still lacking in some aspect, but they make the difference between surviving and destruction. Like how the ZTE story unfolded last year.
Huawei stated that they have been preparing for this day for years and have been working towards the ability to ensure the continuing production of its equipment in the event that such a ban is imposed and they are now at a point where most of their equipment and services won't be dramatically impacted by such a ban due to the existence of internal backup chips.
Personally, I believe that there will still be some impact, some of these backup chips might not perform as well or still lacking in some aspect, but they make the difference between surviving and destruction. Like how the ZTE story unfolded last year.
Very interesting, do you know where a copy of this letter can be found?
Thanks in advance.
Huawei security chief says U.S. actions won't limit global footprint
Anchor/Reporter
May 16, 2019
Huawei’s U.S. security chief says American attempts to cripple the Chinese telecommunications giant will do little to minimize its global footprint. Chief Security Officer Andy Purdy told Yahoo Finance that the Trump administration’s actions to restrict Huawei’s access to American companies would do more damage to U.S. suppliers than to the company.
“We will be able to maintain our operations globally,” Purdy said. “Whether we can do it in exactly the same way, I can’t assure that.”
The Commerce Department moved to place Huawei and its affiliates on an “Entity List” Wednesday, effectively banning it from doing business with American companies. The action forces U.S. suppliers to apply for licenses in order to continue selling to the Shenzhen-based firm, significantly limiting access to a market that accounted for $16 billion of its $70 billion procurement budget last year, according to a Huawei spokesperson.
Still, Purdy said the company remained open to discussions with administration officials, to address security concerns that have been at the center of Washington’s ongoing fight with Huawei.
“We hope that we will be given the opportunity to talk to the U.S. government about what kinds of risk-mitigation measures that can be put in place that will make America safer and allow us to do business and maintain the jobs of our customers,” Purdy said. “But we have no false optimism or no false hopes.”
The Trump administration has pushed U.S. allies to ban Huawei equipment from their mobile infrastructure, saying its close ties to the Chinese government pose a national security risk. While Australia, New Zealand and Japan have followed suit, European allies have opted to continue using Huawei’s equipment, with additional security layers in place.
Huawei’s tensions with Washington have coincided with a year-long U.S.-China trade battle that has resulted in tariffs on Chinese and U.S. goods. Earlier this month, President Trump hiked tariffs on $200 billion in goods from 10% to 25%, citing broken promises by Beijing. That prompted China to retaliate with a 25% tariff on $60 billion worth of U.S. imports.
Asked whether the Trump’s executive order and the Commerce Department’s decision represented a broader attempt to drive Huawei out of the U.S., White House Press Secretary Sarah Sanders said, “Our goal is to protect American interests, American entities.”
Analysts say Washington’s actions could have implications beyond the U.S. Huawei relies on American suppliers, including Qualcomm, Intel, and Oracle for semiconductors and software. An inability to buy from them could result in product delays for telecommunications equipment that is more widely used in regions such as Europe.
But Purdy said Huawei is well positioned to weather the storm. Last year, the company announced it would seek to diversify its network of suppliers to minimize potential damage to the company in anticipation of stricter measures from the U.S. and its allies. It has also spent years investing in developing its own chips, though Purdy said the company had not given up on its network here.
“We believe that the American suppliers are among the best in the world, and we hope that we and the suppliers can find a way where we can continue to buy,” he said.
Anchor/Reporter
May 16, 2019
Huawei’s U.S. security chief says American attempts to cripple the Chinese telecommunications giant will do little to minimize its global footprint. Chief Security Officer Andy Purdy told Yahoo Finance that the Trump administration’s actions to restrict Huawei’s access to American companies would do more damage to U.S. suppliers than to the company.
“We will be able to maintain our operations globally,” Purdy said. “Whether we can do it in exactly the same way, I can’t assure that.”
The Commerce Department moved to place Huawei and its affiliates on an “Entity List” Wednesday, effectively banning it from doing business with American companies. The action forces U.S. suppliers to apply for licenses in order to continue selling to the Shenzhen-based firm, significantly limiting access to a market that accounted for $16 billion of its $70 billion procurement budget last year, according to a Huawei spokesperson.
Still, Purdy said the company remained open to discussions with administration officials, to address security concerns that have been at the center of Washington’s ongoing fight with Huawei.
“We hope that we will be given the opportunity to talk to the U.S. government about what kinds of risk-mitigation measures that can be put in place that will make America safer and allow us to do business and maintain the jobs of our customers,” Purdy said. “But we have no false optimism or no false hopes.”
The Trump administration has pushed U.S. allies to ban Huawei equipment from their mobile infrastructure, saying its close ties to the Chinese government pose a national security risk. While Australia, New Zealand and Japan have followed suit, European allies have opted to continue using Huawei’s equipment, with additional security layers in place.
Huawei’s tensions with Washington have coincided with a year-long U.S.-China trade battle that has resulted in tariffs on Chinese and U.S. goods. Earlier this month, President Trump hiked tariffs on $200 billion in goods from 10% to 25%, citing broken promises by Beijing. That prompted China to retaliate with a 25% tariff on $60 billion worth of U.S. imports.
Asked whether the Trump’s executive order and the Commerce Department’s decision represented a broader attempt to drive Huawei out of the U.S., White House Press Secretary Sarah Sanders said, “Our goal is to protect American interests, American entities.”
Analysts say Washington’s actions could have implications beyond the U.S. Huawei relies on American suppliers, including Qualcomm, Intel, and Oracle for semiconductors and software. An inability to buy from them could result in product delays for telecommunications equipment that is more widely used in regions such as Europe.
But Purdy said Huawei is well positioned to weather the storm. Last year, the company announced it would seek to diversify its network of suppliers to minimize potential damage to the company in anticipation of stricter measures from the U.S. and its allies. It has also spent years investing in developing its own chips, though Purdy said the company had not given up on its network here.
“We believe that the American suppliers are among the best in the world, and we hope that we and the suppliers can find a way where we can continue to buy,” he said.
yes i know there are progress, but you can't expect china to come up with every high end component and supply to Hauiwei. its take time, resource, and talents. after ZTE this kind things bound to happen, not just Hauiwei but others too. Trump already declare china as an adversary and he is willing to hurt US economy/company to hurt China company. even after trump gone the cold war mentality will continue exist.
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