Intel, Qualcomm and Google are cutting off business with Huawei

It seems that USA-China trade war has really started now: America was the land of free trade … precisely until it is not anymore.

https://www.androidauthority.com/intel-qualcomm-huawei-988011/

Intel, Qualcomm, Broadcom, and Xilinx have reportedly moved to stop supplying Huawei. Google has also suspended business with Huawei in the wake of the ban.

https://techcrunch.com/2019/05/20/several-chip-companies-including-qualcomm-and-intel-have-reportedly-stopped-supplying-huawei-after-blacklist/

According to Bloomberg, semiconductor companies Intel, Qualcomm, Xilinx and Broadcom will no longer supply Huawei until further notice. Another report says that Google has suspended some trade with Huawei, leaving it with access only to the open-source version of Android.

https://techcrunch.com/2019/05/20/huawei-responds-android/

https://www.scmp.com/tech/big-tech/article/3010986/heres-what-you-need-know-about-us-restrictions-huawei-and-entity-list

I am a bit worried because I am just posting with a smart phone made by Huawei.

285 Comments

  1. Tomi Engdahl says:

    How Huawei grew to dominate the world
    While Chinese government support was essential the telecom giant has also benefited from deft management and global talent
    https://asiatimes.com/2020/09/how-huawei-grew-to-dominate-the-world/

    Reply
  2. Tomi Engdahl says:

    US Moves to Cut Off Chinese Chipmaker SMIC With New Sanctions
    By Paul Alcorn 18 hours ago
    Cutting the strings
    https://www.tomshardware.com/news/us-moves-to-strangle-chinese-chipmaker-smic-with-new-sanctions

    The US governments’ attempts to cripple Huawei’s business have wreaked havoc on the company, but those efforts are part of a broader, concerted and long-standing strategy to deny China access to critical chipmaking technology. That strategy entered a new stage today as, according to Reuters and the Financial Times, the US slapped SMIC, China’s largest chipmaker, with sanctions that will prevent it from attaining critically-needed equipment and design tools.

    The US government cites the potential use of the chipmaker’s products in military applications as the rationale behind the decision.

    The new sanctions intensify the already-existing sanctions against SMIC, which previously only affected end products. The export sanctions now target materials used to make chips, too.

    The sanctions come in the wake of the collapse of China’s HSMC, another Chinese fab that had $18.5 billion in funding and 7nm production lines under construction. HSMC went bankrupt due to increasing costs that were complicated by a land dispute.

    That left SMIC as the only premier chip producer in China with a pathway to leading-edge node production. SMIC currently produces 6,000 14nm wafers a month

    Bernstein Research estimates that up to 20% of SMIC’s revenue already comes from Huawei, but after TSMC was recently barred from producing chips for Huawei, the company reportedly turned to SMIC to produce more of its chips.

    SMIC is also currently on the path to producing 7nm chips in the fourth quarter of 2020, bringing it one step closer to established rivals like TSMC, Intel, and Samsung. Those plans are obviously now in peril.

    Reply
  3. Tomi Engdahl says:

    Why Can Intel and AMD Sell Chips to Huawei Again?
    The ban on chip sales to Huawei didn’t last very long.
    https://www.fool.com/investing/2020/09/25/why-can-intel-and-amd-sell-chips-to-huawei-again/

    On Sept. 15, new restrictions barring sales of U.S. components to Chinese tech giant Huawei went into effect. Those rules would have prevented Intel (NASDAQ:INTC), AMD (NASDAQ:AMD), and other American chipmakers from selling any new chips to Huawei.

    But shortly after that deadline passed, Intel and AMD announced they had obtained special government licenses that will enable them to continue selling chips to Huawei. Let’s see how Intel and AMD obtained those licenses, and what they mean to the tech war between the U.S. and China.

    Why does Huawei need American chipmakers?
    Huawei installs Intel and AMD’s x86 CPUs in its PCs and servers, as well as Intel’s Altera FPGA (field programmable gate array) chips in its 5G base stations. Huawei develops its own Arm-based CPUs via its HiSilicon subsidiary, but those chips are less powerful than Intel and AMD’s chips. Huawei depends on Taiwan Semiconductor Manufacturing (NYSE:TSM) to produce those chips — but the Taiwanese contract chipmaker stopped taking its orders to comply with tighter U.S. regulations earlier this year.

    Those restrictions also cut Huawei’s smartphone business off from Qualcomm’s (NASDAQ:QCOM) mobile chips. To make matters worse, NVIDIA’s (NASDAQ:NVDA) planned takeover of Arm Holdings could eventually cut HiSilicon and other Chinese chipmakers off from Arm-based designs — which account for over 95% of all smartphone chips worldwide.

    Simply put, the U.S. could have cut Huawei off from the industry’s most powerful PC and mobile chips with its latest restrictions. That’s why the 11th-hour license approvals for Intel and AMD were surprising — the U.S. clearly had Huawei on the ropes, but it’s now backing up and giving the Chinese tech giant time to recover.

    Why would the government grant Intel and AMD licenses?
    The details regarding the new licenses are vague, but they’ll reportedly allow Intel and AMD to sell “certain” types of chips to Huawei.

    AMD’s EESC (enterprise, embedded, and semi-custom) chief Forrest Norrod recently said that, based on its recent license approvals, the chipmaker wouldn’t experience a “significant impact” from the latest trade restrictions. Intel has been less forthcoming about the overall impact to its business, and merely confirmed it could sell chips to Huawei again.

    Reply
  4. Tomi Engdahl says:

    Nokia clinches 5G deal with BT to phase out Huawei’s kit in EE network
    https://www.bbc.com/news/technology-54337759

    Nokia is set to become a major beneficiary of Huawei being blocked from the UK’s 5G networks.

    The Finnish telecoms firm has struck a deal to become the largest equipment provider to BT.

    Nokia will now provide additional base stations and antennas to let EE customers’ devices make calls and transmit data via the UK firm’s 5G “radio access network”.

    The deal will also see Nokia replace Huawei in BT’s 2G and 4G networks.

    Reply
  5. Tomi Engdahl says:

    IC substrate makers not to gain much from Intel, AMD resuming shipments to Huawei
    https://www.digitimes.com/news/a20200924PD201.html

    Both Intel and AMD reportedly have resumed shipments to Huawei after obtaining export permits from US authorities, but Taiwan’s IC substrates do not expect their revenues to receive much of a boost as a result, according to industry sources.

    The resumed shipments reportedly are mostly CPUs for notebooks, first banned in May 2019, rather than chipsets for 5G infrastructure applications subject to new trade sanctions effective September 15, 2020, the sources said.

    For Huawei, notebook is a minor product line in terms of shipment scale and specs level, compared to its handset and 5G communication equipment. And processor shipments from Intel and AMD to other notebook brand vendors are all far larger than to Huawei, the sources continued.

    Reply
  6. Tomi Engdahl says:

    Trump Kneecaps Chip Giant SMIC Over ‘Concerns’ US Exports Being Shared With Chinese Military
    https://www.zerohedge.com/geopolitical/trump-kneecaps-chinese-chip-giant-simc-over-concerns-us-exports-being-shared-military

    Trump Administration is moving to cut off Semiconduct Manufacturing International Corporation – or SMIC – China’s biggest producer of microchips, with wafer fabrication sites all across the mainland, off from US-made supplies. A letter obtained by the FT dated on Friday orders American companies not to send any more products to SMIC.

    The administration argued that the products pose an “unacceptable risk” of being diverted to “military end use,” according to a copy of the letter seen by the Financial Times. Just like sanctions on Huawei, the move threatens to cut off China’s biggest chipmaker from crucial US software and chipmaking equipment. Any companies that do want to export to SMIC will need to secure a special license from the Commerce Department.

    “It all depends on how the US implements this. In the worst-case scenario, SMIC is completely cut off, which would severely set back China’s ability to produce chips. This would be a tipping point for US-China relations,”

    The administration’s sanctions against Huawei have already seriously impacted SMIC. The rules appeared almost explicitly designed to stop SIMC from supplying certain chips to its largest customer, Huawei.

    To be sure, Chinese law requires all companies to cooperate with intelligence and military forces if so ordered by Beijing

    Reply
  7. Tomi Engdahl says:

    Huawei Ready To Reveal Inner Workings To Show No Security Threat
    https://it.slashdot.org/story/20/10/01/0052233/huawei-ready-to-reveal-inner-workings-to-show-no-security-threat?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+Slashdot%2Fslashdot%2Fto+%28%28Title%29Slashdot+%28rdf%29%29

    Huawei’s Italian President says the company is ready to show that its technology does not pose any security risk to the countries that will include its equipment in the creation of 5G networks. Reuters reports:
    “We will open our insides, we are available to be vivisected to respond to all of this political pressure…,” President Luigi De Vecchis said at the opening ceremony of the group’s cyber-security centre in Rome. The United States has lobbied Italy and other European allies to avoid using Huawei equipment in their next generation networks, saying the company could pose a security risk. Huawei rejects those charges. “I am speechless that a country the size of the United States attacks another country through the demolition, via groundless accusations, of a company of that country,” he said.

    https://www.reuters.com/article/us-huawei-italy-5g/huawei-ready-to-reveal-inner-workings-to-show-no-security-threat-idUSKBN26L1WR

    Reply
  8. Tomi Engdahl says:

    Huawei’s UK code reviewers say the company is still crap at basic
    software security
    https://www.theregister.com/2020/10/01/huawei_hcsec_code_review_panel/
    Code reviewers found “evidence that Huawei continues to fail to follow
    its own internal secure coding guidelines. This is despite some minor
    improvements over previous years.” In addition, “The Cell” said it had
    found more vulnerabilities during 2019 than it had in previous years.
    - – though Huawei was keen to paint this finding as “proof the review
    system is working”, something NCSC guardedly agreed with.

    Reply
  9. Tomi Engdahl says:

    Gordon Corera / BBC:
    UK report says Huawei has failed to adequately tackle security flaws in its telco equipment despite previous complaints

    Huawei ‘failed to improve UK security standards’
    https://www.bbc.com/news/technology-54370574

    Huawei has failed to adequately tackle security flaws in equipment used in the UK’s telecoms networks despite previous complaints, an official report says.

    It also flagged that a vulnerability “of national significance” had occurred in 2019 but been fixed before it could be exploited.

    The assessment was given by an oversight board, chaired by a member of the cyber-spy agency GCHQ.

    It could influence other nations weighing up use of Huawei’s kit.

    The report said that GCHQ’s National Cyber Security Centre (NCSC) had seen no evidence that Huawei had made a significant shift in its approach to the matter.

    And it added that while some improvements had been made, it had no confidence they were sustainable.

    Reply
  10. Tomi Engdahl says:

    Arjun Kharpal / CNBC:
    Huawei’s growth slowed sharply due to US sanctions with Q3 revenue of $32.5B, up 3.7% YoY; revenue growth for 2020 so far is 9.9% compared to 24.4% in 2019

    Huawei’s growth slows sharply as U.S. sanctions bite
    https://www.cnbc.com/2020/10/22/huaweis-growth-slows-sharply-as-us-sanctions-bite.html

    Reply
  11. Tomi Engdahl says:

    You might want to look Huawei now: Smartphone market returns to growth as Chinese giant’s shipments plunge
    Analyst figures add insult to injury for embattled comms biz
    https://www.theregister.com/2020/10/30/coronavirus_rates_arent_the_only/

    Reply
  12. Tomi Engdahl says:

    Huawei reportedly set to sell Honor budget phone division for $15B
    https://techcrunch.com/2020/11/10/huawei-reportedly-set-to-sell-honor-budget-phone-division-for-15b/?tpcc=ECFB2020

    Following weeks of rumors surrounding a potential sale, Huawei has reportedly struck a deal to divest itself of its Honor brand. A new report out today from Reuters notes that the embattled hardware maker will sell the budget unit to a consortium of buyers that includes the government of the city of Shenzhen and Digital China, a phone distributor.

    The report, which cites “people familiar with the matter,” puts the price tag for the Honor unit at $15.2 billion.

    Reply
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  14. Tomi Engdahl says:

    Huawei Fallout—Serious New China Threat Strikes At Google, Samsung And Apple
    https://www.forbes.com/sites/zakdoffman/2021/01/02/huawei-threat-to-samsung-galaxy-apple-iphone-and-google-after-trump-ban/

    It is now clear that the fallout from the latest U.S. sanctions against Huawei will reshape the global smartphone industry in 2021, impacting Google, Samsung and Apple, potentially giving China more influence over the global technology sector than it has ever had before. Put simply, the downside risks from America blacklisting one of the world’s largest smartphone makers are now becoming very real.

    Huawei denies any cyber ties to Beijing and there is still no substantive, public domain evidence of genuine backdoors in its 5G equipment, but it is reasonable to suggest that western countries buying critical telecoms infrastructure from a privately owned Chinese company is a potential security risk. It is no surprise, therefore, that Huawei’s 5G business has been decimated in key export markets by America’s blacklist.

    But more seriously for Huawei has been the massive impact on its smartphone business. The facts are now well known—the loss of Google in 2019 was bad enough, but then last year the U.S. ratchetted the pressure by cutting Huawei’s access to the chipsets needed to power its premium devices.

    Reply
  15. Tomi Engdahl says:

    Reuters:
    Sources: in a flurry of parting actions against China, Trump’s admin has notified Huawei suppliers including Intel that it’s revoking licenses to sell to Huawei — NEW YORK/WASHINGTON (Reuters) – The Trump administration notified Huawei suppliers, including chipmaker Intel …

    Exclusive: Trump admin slams China’s Huawei, halting shipments from Intel, others – sources
    https://www.reuters.com/article/us-usa-huawei-tech-exclusive-idUSKBN29M0KD

    Reply
  16. Tomi Engdahl says:

    Huawei myi ahdingossa Honor-merkkinsä pois kiinalaisille sijoittajille. Nyt Honor saa piirejä ihan mistä vaan. Ts. myymällä, Yhdysvaltain väittämät vakoilu- ja tietoturvaongelmat haihtuivat taivaan tuuliin.

    “Chinese phone maker #Honor has fully resumed cooperation with all suppliers, including Qualcomm, Micron, MediaTek, Samsung, Microsoft and Intel, Honor told the GT.”

    Reply
  17. Tomi Engdahl says:

    Biden Commerce nominee Raimondo sees no reason to remove Huawei from entity list
    https://techcrunch.com/2021/02/04/biden-commerce-nominee-raimondo-sees-no-reason-to-remove-huawei-from-entity-list/?tpcc=ECFB2021

    Huawei’s status in the U.S. has been one of many question marks hovering over the newly minted Biden administration. The smartphone maker was one of a number of Chinese companies added to the Department of Commerce’s “entity list” during Trump’s four years in office.

    Reply
  18. Tomi Engdahl says:

    Huawei’s HarmonyOS: “Fake it till you make it” meets OS development
    No discernible difference between Huawei’s “all-new” OS and Android.
    https://arstechnica.com/gadgets/2021/02/harmonyos-hands-on-huaweis-android-killer-is-just-android/

    Reply
  19. Tomi Engdahl says:

    Oppo takes China’s smartphone sales crown as former leader’s sales dive Huawei down
    Without Honor, or 5G silicon, there can be no victory
    https://www.theregister.com/2021/03/08/oppo_top_chinese_smartphone_brand/

    Oppo has become China’s top smartphone brand for the first time, according to analyst house Counterpoint.

    Reply
  20. Tomi Engdahl says:

    US Blacklisted China’s Xiaomi Because of Award Given To Its Founder
    https://m.slashdot.org/story/382584

    U.S. officials blacklisted Chinese smartphone giant Xiaomi Corp. as a company with military ties partly due to an award given to the company’s founder for his service to the state, the U.S. Department of Defense said in a legal filing. Lei Jun, the chief executive officer and founder of Xiaomi, received the award of “Outstanding Builder of Socialism with Chinese Characteristics” in 2019 from the Ministry of Industry and Information Technology. Xiaomi touts the award — given to 100 Chinese executives that year — on Mr. Lei’s biography page on the company’s website and in its annual report.

    Reply
  21. Tomi Engdahl says:

    Eric Martin / Bloomberg:
    Sources: the Biden administration has informed some Huawei suppliers it is imposing more explicit prohibitions on the export of 5G components to the company — – Conditions for licensed exporters went into effect this week — Move builds on Huawei prohibitions implemented under Trump

    U.S. Imposes New 5G License Limits on Some Huawei Suppliers
    https://www.bloomberg.com/news/articles/2021-03-11/u-s-imposes-new-5g-limits-on-licenses-for-some-huawei-suppliers

    The Biden administration has informed some suppliers to China’s Huawei Technologies Co. of tighter conditions on previously approved export licenses, prohibiting items for use in or with 5G devices, according to people familiar with the move.

    The 5G ban is effective as of this week, according to the people, who asked not to be identified to discuss nonpublic communications.

    The rules create a more explicit prohibition on the export of components like semiconductors, antennas and batteries for Huawei 5G devices, making the ban more uniform among licensees. Some companies had previously received licenses that allowed them to keep shipping components to Huawei that the Chinese company may have then used in 5G equipment, while other companies were already subject to tighter restrictions.

    Reply
  22. Tomi Engdahl says:

    It Turns Out Huawei’s HarmonyOS Is Still Just Android
    https://www.extremetech.com/mobile/319739-it-turns-out-huaweis-harmonyos-is-still-just-android?utm_campaign=trueAnthem%3A+Manual&utm_medium=trueAnthem&utm_source=facebook

    Huawei only got to enjoy a few months at the top of the smartphone heap before the US government knocked it down a peg. Following the Commerce Department’s actions against the Chinese megafirm, Huawei has been unable to use Google services on its new phones. The company’s solution was to develop HarmonyOS, a new operating system that would replace Android, according to Huawei. Now that we’ve gotten our first real look at HarmonyOS, one thing is clear: this is just Android with a skin.

    Reply
  23. Tomi Engdahl says:

    Huawei Launches a Range of New Products Powered by HarmonyOS 2
    Nearly 100 devices to support HarmonyOS 2
    https://www.huawei.com/en/news/2021/6/huawei-launches-products-powered-by-harmonyos-2

    [Shenzhen, China, June 2, 2021] Huawei launched a range of smartphones, smart watches, and tablets powered by its new HarmonyOS 2 operating system today, including a new version of the HUAWEI Mate 40 Series and HUAWEI Mate X2, the HUAWEI WATCH 3 Series, and the HUAWEI MatePad Pro.

    At today’s event, Huawei also released the HUAWEI FreeBuds 4, its next-generation open-fit Active Noise Cancellation (ANC) wireless Bluetooth earbuds, and two high-end monitors, the HUAWEI MateView and the HUAWEI MateView GT. The company took this opportunity to announce that roughly 100 other Huawei devices – including both smartphones and tablets – will be upgraded to run on HarmonyOS 2, giving consumers access to a seamless intelligent experience across multiple devices in all different types of scenarios.

    Reply
  24. Tomi Engdahl says:

    HarmonyOS 2 gains over 10 million users within a week of availability
    https://cntechpost.com/2021/06/10/harmonyos-2-gains-over-10-million-users-within-a-week-of-availability/

    In less than a week, more than 10 million Huawei phone users have already upgraded their systems to HarmonyOS 2, thepaper.cn quoted insiders at the tech giant as saying.

    HarmonyOS 2, which was officially launched on the evening of June 2, is a distributed operating system for all scenarios and can be used for various devices in the Internet of Things.

    In addition to smartphones, HarmonyOS can also be adapted to watches, tablets and other smart devices.

    Starting June 2, more than a hundred model of phones, tablets and smart screen devices will be upgraded to HarmonyOS 2, bringing a new experience to more than 200 million users.

    The number of HarmonyOS devices is targeted at 360 million this year, with more than 9 million already in place and a target of 1.23 billion the year after, Wang Chenglu, president of Huawei’s Consumer Business Software Division, said at a recent seminar.

    Wang also revealed that HarmonyOS already has 600,000 to 700,000 developers

    Reply
  25. Tomi Engdahl says:

    Huawei just announced iPad Pro and iPadOS. Or, MatePad Pro and HarmonyOS – nobody knows
    Looks … familiar..
    https://www.imore.com/huawei-just-announced-ipad-pro-and-ipados-no-matepad-pro-and-harmonyos

    Reply
  26. Tomi Engdahl says:

    However, as more old models of Huawei mobile phones join HarmonyOS, some smart features are revealing themselves.

    AFTER SWITCHING TO HARMONYOS, USERS CAN EASILY DETECT FAKE CHARGERS
    https://www.gizchina.com/2021/06/25/after-switching-to-harmonyos-users-can-easily-detect-fake-chargers/?utm_term=Autofeed&utm_medium=Social&utm_source=Facebook#Echobox=1624637795

    In the smartphone industry today, there are basically two operating systems – iOS and Android. All others are significantly smaller relative to these two. Huawei is a Chinese manufacturing giant that takes the bull by the horn. Thus, when it announced its operating system in 2019, there were a lot of expectations. After officially launching HarmonyOS for smartphones, Huawei had a lot of responders. In just one week, the number of upgraded users exceeded 10 million.

    However, as more old models of Huawei mobile phones join HarmonyOS, some smart features are revealing themselves. One of these issues is a prompt that tells the user that the “charging is slow”. The prompt also reads “this charger has not passed the fast charging protocol detection. Fast charging is not possible”.

    In this regard, Bruce Lee, vice president of Huawei’s mobile phone product line, explained that the appearance of this prompt indicates that the charger is a counterfeit product. This is because HarmonyOS comes with a charger smart identification function. This feature will allow users to identify fake chargers.

    Why this feature on HarmonyOS?
    The main purpose is to protect the user’s charging experience and personal safety. Huawei mobile phones generally use Huawei’s self-developed fast charging protocol HUAWEI SuperCharge. Third-party uncertified chargers do not support the HUAWEI SuperCharge fast charging protocol. This will greately reduce the user’s charging experience.

    Reply
  27. Tomi Engdahl says:

    QUALCOMM SAYS THAT HUAWEI IS AS POWERFUL AS APPLE
    https://www.gizchina.com/2021/07/02/qualcomm-says-that-huawei-is-as-powerful-as-apple/?utm_term=Autofeed&utm_medium=Social&utm_source=Facebook#Echobox=1625242694

    After officially taking office as CEO of Qualcomm this week, Cristiano Amon accepted the first interview with the media. According to the report, Amon expressed that it hopes to become bigger and stronger in the Chinese market and seek further revenue growth. He mentioned the gaps Huawei has left in the Android market. He also pointed out that in terms of high-end, Huawei’s potential opportunities for tapping are not inferior to obtaining large customers like Apple.

    Reply
  28. Tomi Engdahl says:

    Huawei’s hiring spree has taken it to Europe and Canada as it seeks talent that can build AI algorithms, engineer autonomous vehicles, develop software and computing infrastructure, and make quantum computing advances.

    #Huawei
    https://s.nikkei.com/3xgghFt
    https://asia.nikkei.com/Business/Business-Spotlight/Huawei-enlists-army-of-European-talent-for-battle-with-US

    Reply

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