News on China's scientific and technological development.
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They are selling like hot cakes at costco right now?
5G enterprise market to be worth $31.4B by 2027 – report
Mobile operators have long been eyeing up the enterprise market as their best opportunity to make money from 5G, and with good reason, according to a new study from Polaris Market Research.
The research company predicts that the global 5G enterprise market will grow by a CAGR of 57.2% over the next seven years, reaching a total value of $31.4 billion by 2027.
Indeed, Antje Williams, Deutsche Telekom's senior vice president of 5G campus networks, has previously voiced skepticism about sales growth in the consumer market and sees the campus or private network market, by contrast, as fertile ground for DT.
The key issue for operators is to make sure they grab a slice of the pie, maintaining their role as the providers and operators of such networks and transforming themselves into valuable partners for enterprise customers. Indeed, previous research by analysts at Omdia, a sister company to Light Reading, found that operators are not doing a first-rate job of appealing to enterprise customers.
Mobile operators have long been eyeing up the enterprise market as their best opportunity to make money from 5G, and with good reason, according to a new study from Polaris Market Research.
The research company predicts that the global 5G enterprise market will grow by a CAGR of 57.2% over the next seven years, reaching a total value of $31.4 billion by 2027.
Indeed, Antje Williams, Deutsche Telekom's senior vice president of 5G campus networks, has previously voiced skepticism about sales growth in the consumer market and sees the campus or private network market, by contrast, as fertile ground for DT.
The key issue for operators is to make sure they grab a slice of the pie, maintaining their role as the providers and operators of such networks and transforming themselves into valuable partners for enterprise customers. Indeed, previous research by analysts at Omdia, a sister company to Light Reading, found that operators are not doing a first-rate job of appealing to enterprise customers.
It won't do anything good lol, because as we all know from reading the recent articles posted by Hendrik_2000 and other members China is now pooling all the companies and talents inside China to fulfill all the requirements for self-sufficiency. When SMEE releases the new litho machine in a few months, you can bet Samsung will be nervous and would quickly find new customers from China for its non-US semi 7nm line.
China's semi industries are unstoppable: at the end of this 2020 it will have about 500,000 ppl in semi industries, thus short 200,000 as they need 700,000 ppl but the glass is already 75% full.
This is interesting.
If SMIC is blacklisted, SMIC might as well continue making 14nm semiconductors for Huawei.
Splendid. This puts everyone on the same page.
SMIC was working with Huawei for 10nm Kirin 820 chipsets. If SMIC could continue to supply 14nm and 10nm chipsets to Huawei, then Huawei would be in a much better position. Hopefully, SMIC took all the early signs of imminent sanction seriously and is prepared for the disruption.
A resumption of the US-China trade war is really going tank the US stockmarket
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China Semiconductor Threat Sparked a $100 Billion Chip Rout
Stocks sellers didn’t show much discretion Thursday as the major indexes tumbled. But the outsize chipmaker rout may have had its origin in a move by China.
The Philadelphia Semiconductor Index fell 5.7% Thursday, its worst session since mid-June, following news that China is planning a sweeping set of new government policies to develop its domestic semiconductor industry and counter recent Trump administration restrictions. The decline shaved off about $100 billion in value for the gauge.
Major chipmakers posted one of their worst days in months. Shares of Nvidia Corp. tumbled 9.3%, the most since March 16. Broadcom Inc. fell 6.1%, Qualcomm Inc. dropped 5.5% and Intel Corp. declined 3.6%.
“If you were to ask me right now what my biggest fear had been for most of the month of August, it was the growing tensions between the U.S. and China,” said Arthur Hogan, chief market strategist at National Securities Corp. “It’s not around the alleged phase-one trade talks and China buying more of our agricultural products, but it’s much more around what we’re actually doing in real life -- we’re starting a technologic cold war.”
Semiconductors are key to Beijing’s technology objectives. So the government is preparing broad support to develop so-called third-generation semiconductors for the five years through 2025, Bloomberg News reported. The move comes as the Trump administration threatens to cut off China’s supplies from abroad.
The U.S. government has blacklisted dozens of China’s tech firms to prevent them from buying American parts. It has also instituted bans on ByteDance Ltd.’s TikTok and Tencent Holdings Ltd.’s WeChat and has sanctioned Huawei Technologies Co.
Following these restrictions, China’s reaction is no surprise, Hogan said.
When the two largest economies in the world go head-to-head, he said, “it’s hard to rationalize what good comes from this.”
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China Semiconductor Threat Sparked a $100 Billion Chip Rout
- Semiconductor index fell 5.7%, its worst day since June
- ‘We’re starting a technologic cold war’: National Securities
Stocks sellers didn’t show much discretion Thursday as the major indexes tumbled. But the outsize chipmaker rout may have had its origin in a move by China.
The Philadelphia Semiconductor Index fell 5.7% Thursday, its worst session since mid-June, following news that China is planning a sweeping set of new government policies to develop its domestic semiconductor industry and counter recent Trump administration restrictions. The decline shaved off about $100 billion in value for the gauge.
Major chipmakers posted one of their worst days in months. Shares of Nvidia Corp. tumbled 9.3%, the most since March 16. Broadcom Inc. fell 6.1%, Qualcomm Inc. dropped 5.5% and Intel Corp. declined 3.6%.
“If you were to ask me right now what my biggest fear had been for most of the month of August, it was the growing tensions between the U.S. and China,” said Arthur Hogan, chief market strategist at National Securities Corp. “It’s not around the alleged phase-one trade talks and China buying more of our agricultural products, but it’s much more around what we’re actually doing in real life -- we’re starting a technologic cold war.”
Semiconductors are key to Beijing’s technology objectives. So the government is preparing broad support to develop so-called third-generation semiconductors for the five years through 2025, Bloomberg News reported. The move comes as the Trump administration threatens to cut off China’s supplies from abroad.
The U.S. government has blacklisted dozens of China’s tech firms to prevent them from buying American parts. It has also instituted bans on ByteDance Ltd.’s TikTok and Tencent Holdings Ltd.’s WeChat and has sanctioned Huawei Technologies Co.
Following these restrictions, China’s reaction is no surprise, Hogan said.
When the two largest economies in the world go head-to-head, he said, “it’s hard to rationalize what good comes from this.”