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Google suspends some business with Huawei

reuters.com

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Re: Google suspends some business with Huawei

#231

Post by generic_user »

yding wrote: post #83
onei wrote: post #72

I guess this is a thinly veiled attack on China, but I'm a bit confused why there's a feud between the US and China in the first place. Perhaps my ignorance is down to being British and a bit out of the loop, but could someone give a rough outline on what the underlying motives for this are?

There are many reasons, but there are two fundamental ones: Projections that the Chinese economy will overtake the US and Made in China 2025. The first is easy to explain. The US likes being number 1, and if anyone else, whether the Chinese or the Japanese or the Indians looks like they're going to be number 1, the US doesn't like it. The second is this: for the last 40-50 years, the US and China have been in a hugel…

thats a good summation, it's important to note that the "Made in China 2025" is the explicit Official policy issued by Chinese Premier Li Keqiang. So this is not interpretation or exaggeration. The official policy of The Peoples Republic of China is to raise the domestic sourcing of essentially all high-tech high-value goods to 75% domestic production. And also export these goods into other markets.

They may not state it publicly but I think all the industrialied producer economies Fron the US to Europe and Asia are scared to death of the implications China 2025 has for there own high-tech high-value industries.

Re: Google suspends some business with Huawei

#232

Post by opportune »

Despegar wrote: post #199
shshhdhs wrote: post #198

Earlier quoted context omitted.

More likely because Apple gave China the master encryption keys: https://techcrunch.com/2018/02/25/apple-moves-icloud-encrypt...

iMessage is end-to-end encrypted.

iMessage is encrypted in transit and at rest. However, that doesn't matter if your attacker (the Chinese government) has the encryption keys

Re: Google suspends some business with Huawei

#234

Post by [deleted] »

dirtyid wrote: post #2

If true, this is certainly a nuclear move. There's a variety of first party app stores in China, though I doubt they'll see much success convincing Western users to switch. Curious if there's going to be antitrust fallout from markets outside the US for unilaterally crippling vendors at behest of US foreign policy. Is Microsoft or Apple going to pull their app stores as well? What happened to project Dragon Fly? On t…

[deleted]

Re: Google suspends some business with Huawei

#236

Post by foldingmoney »

ChuckNorris89 wrote: post #165
costcopizza wrote: post #154

Earlier quoted context omitted.

How much more expensive would an iPhone be that’s assembled in the US?

Cost is not the reason all consumer electronics are made in China. Actually, manufacturing there is now more expensive than Estern Europe. They build them there because all the supply chain is already there. In Shenzhen, the capacitors, resistors, PCBs and most chips are sourced in bulk from around the block . That's something no other country in the West or even East has and it's such a complex interconnected ecosys…

The bigger issue is that the nature of smart phone releases is that each time you want to bring out a new model, you need to employ a few tens of thousands of people for a relatively short time to assemble them. This isn't possible in most countries due to labour laws and/or shortage of workers.

Re: Google suspends some business with Huawei

#237

Post by baybal2 »

kyboren wrote: post #148

I assume Cadence, Synopsys, Mentor Graphics, Xilinx, Intel PSG, Microsemi, Lattice, and Qualcomm are also affected by the Huawei blacklist. Can Huawei survive without these critical components and EDA tools? If Huawei ignores the loss of licenses and uses existing software and libraries to develop future products, will those be banned from US and EU markets?

> EDA tools?

I never believed it was ever a case of Cadence being warezed given it is an extremely niche product locked down under ridiculous multiple DRMs, but I was shown few FTPs around with multimegabuck EDAs and semiconductor simulation packages that are probably in use by less than 100 companies worldwide being warezed like as it they were MS Word or something.

Re: Google suspends some business with Huawei

#240

Post by ghobs91 »

mayama wrote: post #230
ghobs91 wrote: post #209

To all those stating that Huawei should just make their own OS, it's nowhere near that simple. Forking Android is the easy part, building an app ecosystem that thousands of developers across the globe actively partake in is incredibly difficult. Microsoft couldn't even pull it off with Windows Phone. I predict their own Android fork and China-focused app store will do fine in China, but struggle big time in other mar…

Will Huawei still have access to TSMC, Samsung fabs etc? I think Hardware should be more of an issue for them than software. Chinese phones already use some alternative to play store iirc.

It appears they're only losing access to American hardware and software. So that would mean Android, Gorilla Glass screens, Qualcomm processors, etc.
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