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Huawei reassesses goal to be world’s bestselling smartphone vendor

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Re: Huawei reassesses goal to be world’s bestselling smartphone vendor

#121

Post by _s »

tekkk wrote: post #116
em500 wrote: post #86

Earlier quoted context omitted.

It appears now that the US government can order Google, Qualcomm, Intel, and even non-US companies like ARM to do basically whatever it wants, and has shown no qualms in the past about spying on their European allies. From the a non-American POV the US does not have a clear moral high ground.

So which one you'd rather have spying you, China or US? While it's easy to mock US for doing bad things, at least as European they share a common cultural heritage. And yes, while they spy on their allies they are still allies with many European nations and their military support serves as a core pillar for many European nations' foreign policies. China on the other hand, isn't allied with any European nations and se…

Well ... depending on where you are in the US, certain officials and municipalities are already doing exactly what you describe, while many would openly like to do so except that some pesky laws and constitutional rights seem to be in the way.

Let's not even get into the US's treatment of foreign nations and governments. One man's freedom fighter, another man's terrorist.

There is no "moral high ground" between the two; you're just choosing which evil you are more comfortable with.

Re: Huawei reassesses goal to be world’s bestselling smartphone vendor

#122

Post by moosey »

liquidise wrote: post #46

I believe the true loser in this is Google. If i am any non us, android-reliant phone manufacturer, i am planning my exit strategy. Sure it won't come today or this year, but it is vital for companies to start to distance themselves from google licensing for their own betterment.

_All_ US products and licensing are impacted by this incredibly brittle international spat, driven by understandable but sadly misguided sentiments. Each time we do this it strengthens the positions of those whom the current leadership believes to be an 'enemy', because at least they are acting in a fickle manner towards the international community.

This attempt by the US to express power economically over... what is China at this point? A cheap and under-regulated labor pool for US consumers? Regardless, this attempt will continue to weaken the economic and diplomatic utilities that the US has available, at least when it is led by nationalistic political leaders.

Re: Huawei reassesses goal to be world’s bestselling smartphone vendor

#123

Post by johnnycab »

inflatableDodo wrote: post #110
SmokeGS wrote: post #105

Earlier quoted context omitted.

that's pure propaganda

I am currently wondering what the US reaction will be to the UK, should we refuse to fold to their current demands regarding not only Huawei, but also the demands to change our laws in order to create a more US friendly regulatory environment.

The state visit will be eventful. I am guessing we will have some inkling into this matter within the next few days.

Re: Huawei reassesses goal to be world’s bestselling smartphone vendor

#124

Post by Barrin92 »

agumonkey wrote: post #74
DevX101 wrote: post #56

The long term impact of this Huawei dispute will be China building out a complete vertical communications/computing stack from low level chips to operating system to phone design. They won't get any market share in the U.S. but they'll dominate China (obv), India, Africa, and have some decent minority share in Europe. The ban is great for U.S. companies in the short term that are behind on 5G, but this will harm U.S.…

I thought Europe was frowning hard on huawei too

Not really hard, there's no united position. Huawei is a significant supplier of 4G infrastructure in Europe so ditching Huawei completely would be very costly, and at the moment it's mostly a matter of the individual nation states.

I don't think there's a country that has issued a complete ban comparable to the US, and most European countries will probably purchase 5G tech from Huawei for parts of their networks.

Re: Huawei reassesses goal to be world’s bestselling smartphone vendor

#125

Post by HeWhoLurksLate »

friedman23 wrote: post #79
DevX101 wrote: post #56

The long term impact of this Huawei dispute will be China building out a complete vertical communications/computing stack from low level chips to operating system to phone design. They won't get any market share in the U.S. but they'll dominate China (obv), India, Africa, and have some decent minority share in Europe. The ban is great for U.S. companies in the short term that are behind on 5G, but this will harm U.S.…

> The long term impact of this Huawei dispute will be China building out a complete vertical communications/computing stack from low level chips to operating system to phone design. Weren't they already doing this?

Everybody does that to an extent- they'll just have to find some way of getting their CPU's (including their designs) directly from within China. This may not be as hard as people think with the Joint-Ownership thing that the Chinese government requires. I'm sure that chipmakers would love the business if they can get into China.

To address your comment- yes, they already do that, but because of loopholes, they probably won't have to develop a full stack.

Re: Huawei reassesses goal to be world’s bestselling smartphone vendor

#126

Post by narnianal »

bhouston wrote: post #2

I didn't realize the effect would be so immediate. I thought it may affect next year's model but this current gen was fine. If it affects current gen smartphones could it also affect current gen 5g equipment? This would mean hauwei is essentially dead in the water.

read up on the Huawei CEO interview. They won't compete over tech where they don't feel to be a technical market leader. In 5G they claim to be 2-3 years ahead, so they will fight for it and think they have a good chance of winning even if competed against. But for smartphones apparently they don't feel strong enough, so they'll happily sacrifice it instead of competing.

The problem with competition is, although it's good for the consumer, it hurts the business. So if you have to choose between battling for number one or getting reduced from number 2/3 to number 10, the latter might be the cheaper option. And then you can use the saved resources to compete in the fight that really matters.

That's fighting spirit. I wish in the west we could see any of this. Instead we see bickering on all political fronts.

Re: Huawei reassesses goal to be world’s bestselling smartphone vendor

#127

Post by inflatableDodo »

johnnycab wrote: post #123
inflatableDodo wrote: post #110

Earlier quoted context omitted.

I am currently wondering what the US reaction will be to the UK, should we refuse to fold to their current demands regarding not only Huawei, but also the demands to change our laws in order to create a more US friendly regulatory environment.

The state visit will be eventful. I am guessing we will have some inkling into this matter within the next few days.

As British subjects, we are of course only allowed to divine such knowledge by the correct interpretation of which particular flowers have been chosen to adorn Lizzie's hat and the precise selection of jewelery she is wearing.

Re: Huawei reassesses goal to be world’s bestselling smartphone vendor

#128

Post by bardworx »

tomjen3 wrote: post #117
darkmarmot wrote: post #93

My company, roughly 400k employees and contractors, already sent security notices from the DOJ banning Hauwei, ZTE, etc. devices across the entire corporation. It effectively banned their phones from a not insignificant percentage of the population in one fell sweep.

What do you expect people to do? Go out and buy new phones at a cost that exceed what most people can afford (400 usd, assuming you are in the US).

I believe most corps subsidize employee phones so the individual would not be responsible unless it’s BYOD, in which case, you would be.

Re: Huawei reassesses goal to be world’s bestselling smartphone vendor

#129

Post by _bxg1 »

tekkk wrote: post #116
em500 wrote: post #86

Earlier quoted context omitted.

It appears now that the US government can order Google, Qualcomm, Intel, and even non-US companies like ARM to do basically whatever it wants, and has shown no qualms in the past about spying on their European allies. From the a non-American POV the US does not have a clear moral high ground.

So which one you'd rather have spying you, China or US? While it's easy to mock US for doing bad things, at least as European they share a common cultural heritage. And yes, while they spy on their allies they are still allies with many European nations and their military support serves as a core pillar for many European nations' foreign policies. China on the other hand, isn't allied with any European nations and se…

> share a common cultural heritage

There's no reason to bring racism into it. This isn't about West vs East, it's about democracy vs fascism. If it were really as banal as us-vs-them, China would have every right to fight in whatever ways they have to. That's why their government is pushing this exact narrative on its own people. We aren't (or shouldn't be) trying to keep China the society down. We're trying to cripple history's most powerful fascist regime.

Re: Huawei reassesses goal to be world’s bestselling smartphone vendor

#130

Post by jerrybee »

fishtacos wrote: post #53
vkou wrote: post #38

It's nice to see the government picking winners and losers in the market.

Precisely why it was important to make it illegal to do business which such an entity, Huawei. US business relies of trademark, patent, contract and license enforcement, which is where the government steps in. The Chinese gov't doesn't abide by any of these rules, nor do they enforce them, and subsequently Chinese companies are run the same way. That's not even getting in the espionage and the links between Huawei an…

Not to mention they subsidize the winners they pick with billions of dollars of government money.
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