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Tell me about Huawei
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2019-05-24 at 3:42 PM UTCGive me the quick and skinny on what they did to upset the US and what the consequences are.
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2019-05-24 at 4:24 PM UTCtl;dr: they beat US companies to 5G. that's about it. I've never seen any evidence for the spying claims and as far as I know no other country has banned them at the US' behest (I'm pretty sure Australia and a few others banned them from government/police/military infrastructure but that seems pretty reasonable to me anyway).
Trump wrote an executive order banning US companies from doing business with them (similar to what happened to ZTE, and it looks like it's going to be used against a bunch of other companies like DJI now) so HUAWEI will no longer have access to INTEL, QUALCOMM and other chips. More significantly they're being cut off from GOOGLE, meaning updates to Android phones and access to the Play store are in question.
They've seen this coming for a while though - they've been working on their own Android build (based on the open source project and detached from GOOGLE code) which they plan to implement, and they're fully capable of fabricating their own chips - I suspect they'll do the same thing as APPLE and just license ARM CPUs and GPUs and fabricate them themselves. The only thing I see as a real limiting factor for them is being disconnected from the Play store, as I don't know of any alternative they'd be able to use short of building it from the ground up. Amusingly enough this may end up affecting US chip manufacturers far more than HUAWEI as several of them rely on HUAWEI contracts for a large portion of their sales.
It's worth noting that the vast majority of articles only discusses the effect on HUAWEI's mobile phone business though, without delving into how it'll affect their ability to roll out 5G and other network/telecommunications hardware. -
2019-05-24 at 4:34 PM UTC
Originally posted by aldra tl;dr: they beat US companies to 5G. that's about it. I've never seen any evidence for the spying claims and as far as I know no other country has banned them at the US' behest (I'm pretty sure Australia and a few others banned them from government/police/military infrastructure but that seems pretty reasonable to me anyway).
Trump wrote an executive order banning US companies from doing business with them (similar to what happened to ZTE, and it looks like it's going to be used against a bunch of other companies like DJI now) so HUAWEI will no longer have access to INTEL, QUALCOMM and other chips. More significantly they're being cut off from GOOGLE, meaning updates to Android phones and access to the Play store are in question.
They've seen this coming for a while though - they've been working on their own Android build (based on the open source project and detached from GOOGLE code) which they plan to implement, and they're fully capable of fabricating their own chips - I suspect they'll do the same thing as APPLE and just license ARM CPUs and GPUs and fabricate them themselves. The only thing I see as a real limiting factor for them is being disconnected from the Play store, as I don't know of any alternative they'd be able to use short of building it from the ground up. Amusingly enough this may end up affecting US chip manufacturers far more than HUAWEI as several of them rely on HUAWEI contracts for a large portion of their sales.
It's worth noting that the vast majority of articles only discusses the effect on HUAWEI's mobile phone business though, without delving into how it'll affect their ability to roll out 5G and other network/telecommunications hardware.
i suspect apple and samsung lobbyists both had a hidden hand in this. -
2019-05-26 at 1:25 PM UTC
Originally posted by aldra tl;dr: they beat US companies to 5G. that's about it. I've never seen any evidence for the spying claims and as far as I know no other country has banned them at the US' behest (I'm pretty sure Australia and a few others banned them from government/police/military infrastructure but that seems pretty reasonable to me anyway).
Trump wrote an executive order banning US companies from doing business with them (similar to what happened to ZTE, and it looks like it's going to be used against a bunch of other companies like DJI now) so HUAWEI will no longer have access to INTEL, QUALCOMM and other chips. More significantly they're being cut off from GOOGLE, meaning updates to Android phones and access to the Play store are in question.
They've seen this coming for a while though - they've been working on their own Android build (based on the open source project and detached from GOOGLE code) which they plan to implement, and they're fully capable of fabricating their own chips - I suspect they'll do the same thing as APPLE and just license ARM CPUs and GPUs and fabricate them themselves. The only thing I see as a real limiting factor for them is being disconnected from the Play store, as I don't know of any alternative they'd be able to use short of building it from the ground up. Amusingly enough this may end up affecting US chip manufacturers far more than HUAWEI as several of them rely on HUAWEI contracts for a large portion of their sales.
It's worth noting that the vast majority of articles only discusses the effect on HUAWEI's mobile phone business though, without delving into how it'll affect their ability to roll out 5G and other network/telecommunications hardware.
As always, quality summary.