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.

333 Comments

  1. Tomi Engdahl says:

    US mitigates Huawei ban by offering temporary reprieve
    https://techcrunch.com/2019/05/20/u-s-mitigates-huawei-ban-by-offering-temporary-reprieve/

    Two steps forward, one step back.

    The Trump administration has seemingly been trying to calibrate its strategy around its intensifying trade dispute with China. Last week, it effectively banned Huawei from importing U.S. technology

    Now, in an unpublished draft of a note in the Federal Register, the Department of Commerce and its Bureau of Industry and Security announced that Huawei would receive a “90-day temporary general license” to continue to use U.S. technology that it already has a license to. New technology and mobile phone models requiring new licenses would still need to apply for them — and those licenses are unlikely to be approved, according to Reuters.

    Reasons for the drawback are unclear. One answer might be the impact on American jobs.

    Reply
  2. Tomi Engdahl says:

    Here’s what you need to know about US restrictions on Huawei and the ‘Entity List’
    https://www.scmp.com/tech/big-tech/article/3010986/heres-what-you-need-know-about-us-restrictions-huawei-and-entity-list

    The Entity List is over 270-pages long and lists companies and individuals from a range of countries including Russia, China, Ukraine, Iran and even the UK

    Reply
  3. Tomi Engdahl says:

    Why startups need to be careful about export licenses and the Huawei ban
    https://techcrunch.com/2019/05/20/why-startups-need-to-be-careful-about-export-licenses-and-the-huawei-ban/

    America is the land of free trade … precisely until it is not. Through a thicket of laws and regulations, the U.S. government has broad control over what can get exported to whom, particularly in areas with sensitive technology or national security concerns. In general, those restrictions are loose, which is why startups mostly haven’t had to think about export laws.

    Reply
  4. Tomi Engdahl says:

    Huawei ban – winners and losers
    https://www.gsmarena.com/huawei_ban__winners_and_losers-news-37125.php

    Key US companies have stopped trading with Huawei in a move that can change the entire mobile landscape. The issue may start with Huawei, but it will ripple out to consumers, components suppliers and other smartphone makers.

    Losers

    The list starts with Huawei and sub-brand Honor, of course. Current phones as well as some upcoming models will continue working and getting security updates and access to the Google Play store, Google said as much. So, the Honor 20 (which will be unveiled tomorrow) should be able to launch and not face issues immediately.

    But current models may be stuck on whatever Android version they are running today. It’s not clear if they will be able to upgrade to Android 10 Q, the one after that is certainly a no-go.

    No new Huawei or Honor models will be able to launch with Google services. The one that stings the most is no app store. Huawei can’t even turn to Amazon or Epic to use their app stores, those two are bound by the same rules as Google.

    Who will buy a phone that can’t install most apps and games? Who will buy a phone that may never get a major upgrade?

    Sure, Huawei and Honor phones have been doing fine without Google in China

    Android’s brand was tarnished too. How many makers have started wondering if they are next and if they should have a Plan B?

    All of this will wreak havoc with component suppliers too. While Huawei has its own chipsets and modems to lean on, it doesn’t have everything.

    Winners

    Other smartphone makers have less competition. Xiaomi and BKK’s Oppo and Realme are busy expanding in Europe and Southeast Asia

    The smartphone OS field shrunk to just Android (Apple lives in a world of its own), but going forward, we may see companies put more effort into “second OS” phones.

    All of this could blow over quickly. If the US reverses its decision, things will proceed as normal

    Reply
  5. Tomi Engdahl says:

    Tall chip tale? Huawei’s backup plans leave experts unconvinced
    https://www.reuters.com/article/us-usa-trade-china-huawei-analysis/tall-chip-tale-huaweis-backup-plans-leave-experts-unconvinced-idUSKCN1SN0YN

    Chip experts are calling out Huawei for its claims that it could ensure a steady supply chain without U.S. help, saying the technology the Chinese telecoms network gear maker buys from American companies would be “hard to replace”.

    Reply
  6. Tomi Engdahl says:

    Google keskeyttää päivityksiä Huawein puhelimiin
    https://yle.fi/uutiset/3-10791332

    Reply
  7. Tomi Engdahl says:

    Huawei Apt to Be Stripped of Google Services After US Ban
    https://www.nytimes.com/aponline/2019/05/20/world/asia/ap-us-china-trade-google-huawei.html

    Huawei could quickly lose its grip on the No. 2 ranking in worldwide cellphone sales after Google announced it would comply with U.S. government restrictions meant to punish the Chinese tech powerhouse.

    The Trump administration’s move, which effectively bars U.S. firms from selling components and software to Huawei, ups the ante in a trade war between Washington and Beijing that partly reflects a struggle for global economic and technological dominance.

    Google said it would continue to support existing Huawei smartphones but future devices will not have its flagship apps and services, including maps, Gmail and search. Only basic services would be available for future versions of the Android operating system on Huawei’s smartphones.

    Though the U.S. Commerce Department grants exceptions, the ban announced last week on all purchases of U.S. technology is thus apt to badly hurt Huawei, analysts say.

    Reply
  8. Tomi Engdahl says:

    Google pulls Huawei’s Android license, forcing it to use open source version
    https://www.theverge.com/2019/5/19/18631558/google-huawei-android-suspension

    A dramatic escalation in the US war on Chinese tech firms

    Reply
  9. Tomi Engdahl says:

    Google kieltää Huaweilta Android-käyttö­järjestelmänsä päivitykset jo nykyisistä laitteista, sovellusten käyttö uusissa malleissa vaikeutuu merkittävästi
    https://www.hs.fi/talous/art-2000006111660.html

    Huawein älypuhelimien myynnistä miltei puolet tulee Kiinasta, jossa Play-sovelluskaupan käyttö on estetty yhtiön omasta toimesta älypuhelimissa, Counterpoint Reseachin tutkimusjohtaja Neil Shah kertoi taloussivusto CNBC:lle. Kiinassa moni Googlen Android-sovellus on korvattu paikallisten teknologiayhtiöiden kuten Tencentin ja Baidun vastaavilla sovelluksilla.

    Huawei itse lupaa jatkaa älypuhelintensa ja tablettiensa tietoturvapäivityksiä.

    Huawei nousi viime vuonna markkinaosuuksilla mitaten maailman toiseksi suurimmaksi älypuhelinvalmistajaksi Samsungin jälkeen ohittaen yhdysvaltalaisen Applen.

    Huawein älypuhelimien myynnistä miltei puolet tulee Kiinasta, jossa Play-sovelluskaupan käyttö on estetty yhtiön omasta toimesta älypuhelimissa

    Huawei on rakentanut omaa käyttöjärjestelmänsä
    ”Se on suunnitelmamme b. Mutta totta kai mieluummin toimimme Googlen ja Microsoftin ekosysteemeissä”

    Reply
  10. Tomi Engdahl says:

    Huawei built software for smartphones and laptops in case it can’t use Microsoft or Google
    https://www.cnbc.com/2019/03/15/huawei-has-built-its-own-operating-system-for-smartphones-laptops.html

    Huawei built its own operating system for smartphones and laptops — to be used in case it’s forced to stop using Google and Microsoft products.

    On Monday, it was reported that Google — which makes the Android operating system that Huawei uses in its handsets — has suspended the transfer of hardware, software or technical services to Huawei except what’s available via open source.

    Huawei has faced intense political pressure from the U.S. around its networking equipment

    Huawei has built its own operating system for smartphones and computers in case it’s blocked from using U.S. software from Microsoft and Google, the Chinese company confirmed to CNBC on Friday.

    Reply
  11. Tomi Engdahl says:

    US Delays Huawei Ban for 90 Days
    https://www.securityweek.com/us-delays-huawei-ban-90-days

    US officials have issued a 90-day reprieve on their ban on dealing with Chinese tech giant Huawei, saying breathing space was needed to avoid huge disruption.

    A Commerce Department filing said the delay does not change the ban imposed by President Donald Trump on national security grounds, an action with major implications for US and Chinese technology firms.

    Instead, it grants a temporary license that will allow Huawei to continue doing business with American firms.

    “The Temporary General License grants operators time to make other arrangements and (gives) the Department space to determine the appropriate long term measures for Americans and foreign telecommunications providers that currently rely on Huawei equipment for critical services,” said Secretary of Commerce Wilbur Ross.

    Reply
  12. Tomi Engdahl says:

    We Went Inside The Chinese Telecom Giant That Trump Just Banned (HBO)
    https://www.youtube.com/watch?v=QxR0dNR7qrw

    President Trump signed an executive order this week banning U.S. telecommunication companies from using equipment made by foreign firms that pose a national security risk. It’s a sweeping order pretty much targeting, without naming, just one company: the Chinese telecom giant Huawei.

    It’s unclear just how the order will damage Huawei’s business globally, but it would likely stop the company from expanding its 5G networking technology into the United States.

    Reply
  13. Tomi Engdahl says:

    ‘US already spying on public, Huawei threat unproven’ – Swann
    https://www.youtube.com/watch?v=mG23gJedq34

    US President Donald Trump declared a national emergency over Huawei, which he has deemed a national security threat. His new executive order makes it more difficult for US companies to do business with the Chinese tech giant. RT America’s Manila Chan chats with investigative journalist Ben Swann, who says no evidence exists for the Trump administration’s claim

    Reply
  14. Tomi Engdahl says:

    View from China Global Television Network:

    U.S. suppliers to Huawei could lose billions of dollars
    https://www.youtube.com/watch?v=6x6QsMbXEAs

    The United States policies to restrict Huawei will result in collateral damage for dozens of companies which supply the Chinese firm, including U.S. tech giant Qualcomm. While Huawei has said it is prepared for the U.S. ban with backup plans, other companies may not be.

    Reply
  15. Tomi Engdahl says:

    Google cutting ties with Huawei not the end of US-China relationship, says AEI Asia economist
    https://www.youtube.com/watch?v=V0soRNyYNPI

    Reply
  16. Tomi Engdahl says:

    The Huawei ban explained
    https://www.youtube.com/watch?v=BFfQlgQBLGI

    Everything we know about the devastating ban on Huawei by the US government and its implications.

    Reply
  17. Tomi Engdahl says:

    Huawei ban in US delayed for three months
    https://www.youtube.com/watch?v=KcdG0IQkeuA

    Washington issues a three-month reprieve to its ban on US companies doing business with Chinese tech giant Huawei

    Reply
  18. Tomi Engdahl says:

    There’s a tech cold war brewing between the U.S. and China, here’s what it means to the market
    https://www.youtube.com/watch?v=jeDRuYgDJgc

    Reply
  19. Tomi Engdahl says:

    What is Huawei? | CNBC Explains
    https://www.youtube.com/watch?v=LdmGu2DLuQA

    Huawei is one of China’s most successful global companies. Its technology is used in more than 170 countries, its smartphones rival Samsung and Apple for market share and it’s one of the top corporate 5G developers. However some countries, including the United States, have expressed concerns that the Chinese government could use Huawei’s phones and equipment for spying.

    Reply
  20. Tomi Engdahl says:

    UK cyber security officials report Huawei’s security practices are a mess
    https://arstechnica.com/information-technology/2019/03/uk-cyber-security-officials-report-huaweis-security-practices-are-a-mess/

    Huawei never delivered on changes promised years ago, National Cybersecurity Centre reports

    Reply
  21. Tomi Engdahl says:

    Reuters:
    Commerce Dept. creates a general license, which expires Aug. 19, to restore Huawei’s ability to maintain existing networks and push software updates to handsets — (Reuters) – The U.S. Commerce Department on Monday created a temporary general license restoring Huawei’s ability …

    U.S. eases curbs on Huawei; founder says clampdown underestimates Chinese firm
    https://www.reuters.com/article/us-huawei-tech-usa-license-idUSKCN1SQ27T

    Reply
  22. Tomi Engdahl says:

    https://www.techmeme.com/ reports:
    Financial Times:
    Sources: US intelligence chiefs have been briefing US tech companies since Oct. to warn them on the risks of trade with China, showing classified info to execs — US intelligence chiefs have held a series of classified briefings with American companies and other groups to warn them of the dangers …
    FT article link: https://t.co/yeRAb4PBov

    Reply
  23. Tomi Engdahl says:

    Natalia Drozdiak / Bloomberg:
    Huawei reiterates that it has been working on its own mobile OS; sources: Huawei has been pitching app makers and European carriers on its own mobile app store

    Huawei Considers Rivals to Google’s Android After U.S. Ban
    https://www.bloomberg.com/news/articles/2019-05-21/huawei-considers-rivals-to-google-s-android-after-u-s-ban

    Reply
  24. Tomi Engdahl says:

    Tom Warren / The Verge:
    Microsoft removes Huawei’s MateBook X Pro from its online store, stays silent on whether it will prevent Huawei from obtaining Windows licenses for its devices

    Microsoft removes Huawei laptop from store, remains silent on potential Windows ban
    No comment from Microsoft
    https://www.theverge.com/2019/5/21/18634240/microsoft-huawei-matebook-x-pro-laptop-store-windows-ban-no-comment

    Huawei’s MateBook X Pro is one of the best Windows laptops available in the US right now, but without a Windows license, it’s no longer a viable alternative to Apple’s MacBook Pro or the HP Spectre x360 and even Microsoft’s own Surface lineup. Microsoft appears to have stopped selling Huawei’s MateBook X Pro at the company’s online store, too.

    A listing for the MateBook X Pro mysteriously disappeared over the weekend, and searching for any Huawei hardware brings up no results at the Microsoft Store. You can still find the laptop listing in a Google Cache of last week

    Microsoft’s potential Windows ban could also affect Huawei’s server solutions. Microsoft and Huawei both operate a hybrid cloud solution for Microsoft’s Azure stack, using Microsoft-certified Huawei servers. Intel and Qualcomm will also need to follow the latest US government order.

    Reply
  25. Tomi Engdahl says:

    Top U.S. Tech Companies Begin to Cut Off Vital Huawei Supplies
    https://www.bloomberg.com/news/articles/2019-05-19/google-to-end-some-huawei-business-ties-after-trump-crackdown

    U.S, EU giants from Qualcomm to Intel comply with Trump’s ban
    The move escalates tensions between the U.S. and China

    The impact of the Trump administration’s threats to choke Huawei Technologies Co. reverberated across the global supply chain on Monday, hitting some of the biggest component-makers.

    Chipmakers including Intel Corp., Qualcomm Inc., Xilinx Inc. and Broadcom Inc. have told their employees they will not supply Huawei until further notice, according to people familiar with their actions. Alphabet Inc.’s Google cut off the supply of hardware and some software services to the Chinese mobile phone equipment giant, another person familiar said, asking not to be identified discussing private matters.

    Blocking the sale to Huawei of critical components could also disrupt the businesses of American chip giants like Micron Technology Inc. and retard the rollout of critical 5G wireless networks worldwide — including in China. That in turn could hurt U.S. companies that are increasingly reliant on the world’s second largest economy for growth.

    Chipmakers and other companies are under pressure in part because they will lose revenue when they cut off Huawei as a customer.

    Huawei depends on many U.S. companies for components woven into the 5G equipment it makes.

    Given a dearth of competitors capable of making 5G gear as reliable and inexpensive, any impediment to Huawei’s production of this equipment could slow the rollout and adoption of 5G technologies. That in turn could damp demand for smartphones and networking equipment and may also hinder the development of new technology that will depend on 5G, such as self-driving cars.

    If fully implemented, the Trump administration action could have ripple effects across the global semiconductor industry.

    In Europe, the impact of the ban was also being felt, though companies there are only restricted from supplying research or products made in the U.S.

    Huawei “is heavily dependent on U.S. semiconductor products and would be seriously crippled without supply of key U.S. components,”

    To be sure, Huawei is said to have stockpiled enough chips and other vital components to keep its business running for at least three months. It’s been preparing for such an eventuality since at least the middle of 2018, hoarding components while designing its own chips, people familiar with the matter said.

    In addition to a trade fight that has rattled global markets for months, the U.S. has pressured both allies and foes to avoid using Huawei for 5G networks that will form the backbone of the modern economy.

    Reply
  26. Tomi Engdahl says:

    Huawei CEO: 90-day license bears little meaning, Huawei is ready
    https://www.youtube.com/watch?v=6t9hBomvRlA

    The 90-day temporary general license for Huawei “bears little meaning” and Huawei is fully prepared, said Huawei CEO Ren Zhengfei during a press conference on Tuesday.

    Reply
  27. Tomi Engdahl says:

    Forget trade deficit, here’s the number that tells a different story of US-China trade
    https://www.youtube.com/watch?v=VG-aEwY0R50

    CNBC’s Steve Liesman joins “Squawk Box” with a report on what experts are saying about how the trade war is affecting the economy and how U.S. foreign affiliate sales, total sales of U.S. companies in China, plays a huge part of the story.

    Comments:

    Plus much part of those “imported” to U.S. is actually U.S. companies product made in China and then send back to U.S.
    And you count this in deficit.

    Well just APPLE, they had 90 billion in sales in the US 2018, this stuff mostly come from China.
    This is sales value, do not know what import value is but lets say 50% then APPLE by itself is more than 10% of the deficit.
    Do not know the exact value but i does give a hint…

    China steals? US pays for the goods, and receive the goods from China, So which part is considered Stealing? IP stealing/ So NSA is created for entertainment purpose ONLY ? Lol

    According to Chinese government report, US companies subsidiaries sell $600 billions in Chinese market in 2018. Some $100 billions more than what China exports to US.

    Reply
  28. Tomi Engdahl says:

    Plastic: The Scourge of Cities Becomes a Resource
    https://www.youtube.com/watch?v=C6teHZ0uU2U

    Plastic represents one of the biggest waste challenges for cities in the future. The Wall Street Journal examines the new technologies that could revolutionize our conception of waste.

    Reply
  29. Tomi Engdahl says:

    Turvapäivitysten viivästymiset Huawein laitteissa – makoisa lahja kyberrikollisille?
    https://www.tivi.fi/uutiset/tv/27160cda-85cc-407b-89b8-dbeb7e1e9952

    Reply
  30. Tomi Engdahl says:

    Google blocks Huawei’s access to Android updates
    https://www.youtube.com/watch?v=xyi6XrY4Gwk

    Google’s restrictions on Huawei’s access to Android updates will put the Chinese company at a major disadvantage in the smartphone market, especially in Europe. Our correspondents explain the impact on Huawei and its consumers.

    Damage to Huawei hard to reverse, says Gene Munster
    https://www.youtube.com/watch?v=aYc1ZKLZjl8

    Gene Munster of Loup Ventures and Ed Snyder of Chart Equity Research discuss Huawei on CNBC’s “Closing Bell.”

    Reply
  31. Tomi Engdahl says:

    Huawei Gets Some Good News
    https://www.youtube.com/watch?v=SezCbmio8oI

    There’s been a new development in the Huawei vs USA story. Google (Android) and others will be able to continue business temporarily.

    Reply
  32. Tomi Engdahl says:

    Why Chinese Tech Giant Huawei Scares the U.S.
    https://www.youtube.com/watch?v=5K4jwvFvZSk

    Huawei has been rocked by political and legal turmoil at a time when it also happens to be poised to build the worldwide 5G revolution. Is the timing a coincidence, or a coordinated attempt to knock China’s biggest company down a peg? This is the story of how Huawei went from a small-time parts reseller to the homegrown tech giant China always hoped for, and the west always feared.

    Reply
  33. Tomi Engdahl says:

    Why It’s Almost Impossible to Extract Huawei From Telecom Networks
    https://www.youtube.com/watch?v=QVUUspncf4E

    Allies are under U.S. pressure to shun Huawei. But the company’s prevalence in existing telecom networks and dominance in 5G technology make that nearly impossible.

    Reply
  34. Tomi Engdahl says:

    https://www.uusiteknologia.fi/2019/05/22/menettaako-huawei-arm-tuen-omista-kirin-siruistaan/

    Huawein asema on tiukentunut koko ajan. Vakoilusyytöksiin sekä Yhdysvaltain ja Kiinan kauppasotaan liittyvä Huawei-boikotti sai tänään uuden muodon, kun BBC:n uutisoi Huawein menettäneen ARM-lisenssin. Yritys hyödyntää ARM-ydintä jopa omissa Kirin-siruissaan.

    Huawei: ARM memo tells staff to stop working with China’s tech giant
    https://www.bbc.com/news/technology-48363772

    UK-based chip designer ARM has told staff it must suspend business with Huawei, according to internal documents obtained by the BBC.

    ARM instructed employees to halt “all active contracts, support entitlements, and any pending engagements” with Huawei and its subsidiaries to comply with a recent US trade clampdown.

    ARM’s designs form the basis of most mobile device processors worldwide.

    In a company memo, it said its designs contained “US origin technology”.

    As a consequence, it believes it is affected by the Trump administration’s ban.

    One analyst described the move, if it became long-term, as an “insurmountable” blow to Huawei’s business.

    He said it would greatly affect the firm’s ability to develop its own chips, many of which are currently built with ARM’s underlying technology, for which it pays a licence.

    Reply
  35. Tomi Engdahl says:

    Huawei’s microchip vulnerability explained
    https://www.bbc.co.uk/news/technology-48345509

    Google’s announcement that it was no longer able to work with Huawei is just one repercussion of the US decision to add the Chinese tech giant to its “entity list” of companies American firms cannot work with.

    The true impact to Huawei may be enormous. While we often refer to the firm’s devices as simply “Chinese”, the reality is much more complicated – it sources parts and expertise from all over the world. The same can be said for the likes of Apple, of course, which relies at least in part on chips created by its rival, Samsung.

    To get an idea of how disruptive the US move is, let’s take a look at just one component of one device: the motherboard in Huawei’s flagship smartphone, the P30 Pro.

    It’s a circuit board that is barely the length of a finger – but one that relies on a web of complex supply chains and sourcing to make it possible and affordable.

    The P30 Pro’s RF transceivers (1) and audio chip (4, below) are made by HiSilicon, a China-based company wholly owned by Huawei – but that’s where the homegrown tech ends.

    The chip’s front end module (2) – which makes it able to engage with mobile network signals – is designed and manufactured by Skyworks, a semiconductor firm based in Massachusetts, USA, that falls under the US restrictions.

    An additional front end module (3) to handle different radio frequencies is made by Qorvo, a semiconductor firm headquartered in Greensboro, North Carolina. It is also affected by the ban.

    On the reverse side, the flash storage (5) is designed by Micron Technologies, a 40-year-old semiconductor specialist based in Idaho, USA. This component means the P30 has 128GB of space on which to install the phone’s software – as well as space for the phone’s user to store pictures, video and so on. According to figures, some 13% of Micron’s annual revenue comes from supplying Huawei.

    And finally, you can see DRAM (6) (dynamic random access memory) designed and manufactured by SK Hynix, a South Korean firm that also supplies components to Apple and others. SK Hynix is not affected by the US restrictions, but there are diplomatic troubles here too: China has reportedly raised concerns that SK Hynix and other South Korean chipmakers are working together to drive up prices to China in order to capitalise on their expertise. The companies deny this.

    Reply
  36. Tomi Engdahl says:

    Huawei’s use of Android restricted by Google
    https://www.bbc.co.uk/news/business-48330310

    Google has barred the world’s second biggest smartphone maker, Huawei, from some updates to the Android operating system, dealing a blow to the Chinese company.

    New designs of Huawei smartphones are set to lose access to some Google apps.

    Reply
  37. Tomi Engdahl says:

    Huawei’s Android loss: How it affects you
    https://www.bbc.co.uk/news/technology-48334739

    The restrictions being placed on Huawei’s access to the Android operating system will cast a long shadow over Tuesday’s launch of the Chinese company’s latest handsets.

    The firm has invited press from across the globe to London to witness the unveiling of its Honor 20 Series smartphones.

    The BBC understands the devices will still offer the full Android experience – including use of Google’s own app store.

    But unless a clash with the US government is resolved, future launches are set to deliver a much more limited experience – assuming Huawei decides to run them off Android at all.

    As yet it is unclear whether the restrictions Google has imposed on Huawei will be long-lasting.

    Reply
  38. Tomi Engdahl says:

    Trump admin changes mind, takes heat off Huawei
    https://www.youtube.com/watch?v=pFr5qqCJj2w

    The United States has announced it will temporarily scale back on trade restrictions it has placed on Chinese tech giant Huawei. This move comes after blocking the company from buying US goods last week.

    Reply
  39. Tomi Engdahl says:

    Analysis: How even Huawei’s use of AOSP may be in jeopardy with the US-China trade war
    https://www.xda-developers.com/analysis-huawei-aosp-google-ban/

    With the recent trade restrictions that were placed on Huawei, its partners such as Google, Qualcomm, Intel, and others were forced to end all future agreements with Huawei, including revoking Huawei’s Android license. The common understanding is that since AOSP is open source, Huawei cannot be blocked from using it and this will just result in fragmentation with two different versions of Android across Europe and Asia. One with Google’s Android licensing and Play Store and one with alternate branding and a separate app store

    A country banning its resident companies from engaging in contracts with a specific company breaks how our copyright system works, and as a result, breaks how open source licenses work.

    If Huawei cannot enter into a contract with Google, then they cannot enter into the Apache 2.0 licensing agreement with Google, which means that they would not have a license to distribute the AOSP codebase.

    the restrictions equally apply for software that Huawei can use without any Huawei-specific action by Google (such as the AOSP repository). While the U.S. government will not force Google to take down the AOSP repository, they can fine Google for failing to comply

    Huawei between a rock and a hard place, as in all likelihood this backup OS is either 1) not going to be competitive, or 2) based on something that they can be blocked from using.

    If Huawei decides to withdraw to operating exclusively in China, they will create a situation where they will be able to continue to use AOSP

    If Huawei has their sights on India and Europe, it gets more complicated quickly.

    This trade ban will be absolutely crippling to Huawei and the many companies that rely on them, so there will be substantial pressure to find a solution and lift this ban.

    Finally, you are going to see a lot of opinions published about this case from people who are not lawyers.

    Reply
  40. Tomi Engdahl says:

    Someone has already started joking on this:

    Huawei’s new phone unveiled as two tin cans and piece of string
    https://newsthump.com/2019/05/22/huaweis-new-phone-unveiled-as-two-tin-cans-and-piece-of-string/

    Huawei’s groundbreaking new phone will be two tin cans and a piece of string, after yet more companies retracted their assistance because of new US regulations.

    ARM, the owner of the microchip technology, that makes the actual phones work, have been forced to pull out of their contractual commitments with the ailing Chinese company.

    “Obviously, this will take time, so, for the time being, we have reverted to a pre-ARM chipset: a couple of tin cans and a piece of string.

    Unfortunately, an American company has revealed it owns the intellectual property of the piece of string

    Reply
  41. Tomi Engdahl says:

    Huawei: ARM memo tells staff to stop working with China’s tech giant
    https://www.bbc.co.uk/news/technology-48363772

    Reply
  42. Tomi Engdahl says:

    China won’t accept unequal trade deal
    https://m.youtube.com/watch?v=nzhZGUfaZhI&feature=share

    A recent commentary on Fox Business Network – which is part of the No. 1 news channel in America and the most influential cheerleader of White House policies –unsurprisingly embraced the U.S. government’s “economic war” with China.

    Reply

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