Huawei Report
Huawei's? really cute AI dog
Forbes reports this as a Huawei story and it certainly has the AI capabilities to do very interesting things with a robotic dog. But the name on the video is Unitree/Yushu, a spinoff of Shanghai University.
The first word from Huawei is, "CBG said they were not involved in this project, and that the product is made by one of our ecosystem partners, not Huawei." But Huawei is now so large it's certainly possible that another division is involved.
Huawei has dedicated AI chips and advanced AI software, as well as many AI researchers. (100's?) Like Google, it makes all the AI tools available through the Huawei cloud.
Top 16 Huawei managers have worked together since 1997
All 16 of Huawei's top managers have worked together since 1997, the longest-serving management team in technology. Their ability to work together is a strength of the company.
They have nine men who share the "rotating Chairmanship," a unique management style that would be impossible if they did not have such close connections.
Ren started the company with almost nothing in 1987. The early years were hard, sometimes without the ability to meet the payroll. Guo Ping joined in 1988 and Hu Houkun in 1990. The rest joined by 1997.
Liang Hua 1995
Guo Ping 1988
Xu Zhijun 1993
Hu Houkun 1990
Meng Wanzhou 1993
Ding Yun 1996
Yu Chengdong 1993
Wang Tao 1997
Xu Wenwei 1991
Chen Lifang 1995
Peng Zhongyang 1997
He Tingbo 1996
Li Yingtao 1997
Yao Fuhai 1997
Tao Jingwen 1996
Yan Lida 1997
Huawei is a $120 billion company with 200,000 employees and the unlimited backing of the Chinese state. It will survive.
The U.S. President and Secretary of State are attacking with everything short of actual bombing raids. Huawei sales went up this year despite the blockade. But sales will be affected by cutting off chips from TSMC, the only practical source for the 5 nm and 7 nm chips essential for the best cell phones.
It has stockpiled enough chips to last past the U.S. election into 2021 and maybe longer. Nikkei in May reported Huawei has two years' worth of some chips in inventory, such as Intel CPUs. The U.S. can't win the tech war against China without prohibitive losses, but no one in D.C. will admit that before the election.
Half of Huawei's sales are phones, many of which require chips only possible from TSMC or Samsung.
Donald Trump will make almost any compromise to win reelection. It's possible but not likely that he will end the blockade in return for China buying U.S. crops.
TSMC also has some leverage. Trump wants TSMC to go ahead with a $12B plant in Arizona. He trails in the state after winning it in 2016. Although the NY Times reported a done deal, TSMC has made clear it will not go forward without $billions in government giveaways. TSMC has applied for an exemption from the blockade, but will probably concentrate on a bigger subsidy.
I see four plausible scenarios:
Smart Move: License a second source for Kunpeng
Huawei's Kunpeng CPU benchmarks better than Intel. It's based on ARM RISC cores and relatively inexpensive to produce. Microsoft supports Windows on ARM, although for now the Huawei PC's run a Chinese version of Linux. It's a hot chip and at the heart of numerous Huawei products.
Kunpeng does not have a rich ecosystem, however. Customers are uncomfortable. The natural way to build support is to license the design to other chipmakers. That will enlarge the market and third parties will see opportunity.
In the past, no one would buy a chip that only had one source. Intel licensed the 8086 to AMD by customer demand, one reason it became dominant. A smart customer knows a monopoly manufacturer could have a plant fire, a business problem, or even a political blockade. A second source gives the buyer some insurance against a problem with a single manufacturer.
Chinese chipmakers like Ziguang Zhanrui have the design and production skills needed. ZZ is shipping the 5G Tiger T7510 chip, manufactured at SMIC's 12 nm fab. It has strong state43 backing through Tsinghua Unigroup and is well-funded.
Huawei will survive, of course
Huawei people have an unbreakable spirit and dedication. If that isn't enough, the Chinese government will do whatever it takes to protect Huawei. It's a $120 billion company with almost 200,000 employees. Imagine what the U.S. would do if China decided to destroy Facebook, where so much hate spreads. We would protect it, although Facebook is 40% smaller than Huawei. Germany would never let Daimler disappear.
I'm doing the research and it's becoming clear China will be able to produce the needed chips and components. The next two or three years could be very hard, especially on Huawei's mobile phone sales, but the improved Chinese chip and software industries will be a major economic asset.
Hongmeng/Harmony is catching up to Google's Android system. Software is not the problem. Google's system is mostly 10 years old. It's hard to implement the latest software advances into old code. With fresh code, Hongmeng has faster file operations and other improvements.
Replacing Taiwanese chips will be more challenging.
My Government's evil claims about China
China Must Go
The 1886 Chinese Exclusion Act is a blot on U.S. history. In the future, Sec. Pompeo's claims about Chinese technology will be equally discredited.
Huawei 5G radios: 12 nm & chiplets should do the job
Although the best mobile phones need the most advanced chips to be competitive, 5G radios simply have to be able to perform their functions effectively. Radios, unlike phones, have room and power for 2 or 3 slightly less efficient chips. The necessary functions can be split between two chips or three chips, each optimized for the many different functions required by the 5G radio. Huawei will neither confirm nor deny this is practical, so I am reaching out to chip experts.
There are many different ways to measure efficiency and experts disagree on how much more efficient 7 nm chips are than 12 nm, the best that can be produced today at SMIC in China. Estimates range from 20% to 50%, and there's no simple way for a firm estimate until chips are available for test. Almost certainly, two 12 nm chips can match the functions of one 7 nm chip. A third chip could be optimized for functions that needed the most speed.
The 2 or 3 chips can be delivered as "chiplets," which AMD and others are demonstrating can be very effective. 2-8 chips are combined into a single package with custom-designed high-speed interconnections. AMD's Mark Papermaster is the pioneer here, using a chiplet design to quickly bring the Epyc server chip to market.
Euro telcos back Huawei
"You really need a global, open vendor equipment market, which is needed for operators to be able to pursue a multi-vendor strategy," ETNO's Maarit Palovirta asserts. ETNO speaks in Brussels for giant telcos like Deutsche Telekom. Like most policy types, she rarely says things directly. It's clear "open vendor equipment" is meant to address Huawei.
A reporter for <a major newspaper> just told me the carriers support Huawei so strongly because the service has been excellent. That's what I hear from all the tech people, especially in Europe.
Ten years ago, Huawei had to cut prices to win initial market share. That's no longer necessary. Nokia said it actually underbid Huawei in China. The Washington Post still gets that wrong.
Palovirta really does need to rethink some of her other comments. With no new use cases developing, there's no reason to think 5G will have an interesting economic impact. As Dean Bubley and Deutsche Telekom have pointed out, almost everything claimed for industrial 5G works fine in 4G or Wi-Fi.
Separately, the Africans and most Latin Americans continue to choose Huawei.
U.S. Commerce claims
The chip blockade will be devastating to Huawei in the short run, but China will spend whatever it takes to become independent and protect Huawei. Over $100 billion is available for chip investment.
In a few years, China will be equal to anyone in the chip business. It will win away from the U.S. tens or possibly hundreds of billions in chip sales. Huawei will survive and thrive.
It's hired 3,000 chip engineers from world leader Taiwan by doubling salaries. Academic research is funded in the billions. Corporate research and development gets massive tax breaks.
See Gross idiocy from the Donald for how dumb the administration is about this. Here, the official announcement:
Gross idiocy from the Donald
Years of intense effort by the world's greatest spy agencies have found no spying by Huawei, and certainly nothing significant. But Donald Trump needs his alternate reality.
Trump said to"Fox & Friends" on Monday that Huawei was able to "spy on us" through the use of their equipment in telecommunications systems, describing the company as "a disaster."
"They used to have free reign over our country," Trump said. "They knew everything we were doing. Huawei is really, I call it the 'Spy-wei.' What happens is Huawei comes out and they spy on our country. This is very intricate stuff. You have microchips, you have things that you can't even see. They spy."
"With the U.K., we said, we love Scotland Yard very much but we're not going to do business with you because if you use the Huawei system, that means they're spying on you, that would mean they're spying on us," Trump said. "And I've gotten just about every country to drop it."
The Hill was irresponsible not simply calling this an outrageous lie.
Subsidized chip design companies looking to supply Huawei
Kenneth Rapoza at Forbes writes regional government chip companies have been making "Mass purchases of electronics design automation (EDA) software" according to Koki Inoue, principal researcher at the Economic Research Institute of the Japan Society for the Promotion of Machine Industry. told Nikkei in a report dated back in June
Companies headed by the muni governments in China began setting up shop to develop a new fabless semiconductor manufacturer base. These new limited liability corporations are believed to number in the hundreds across the country and were set up in a matter of months.
Inoue's research shows a surge in local government purchases of EDA software, which then is used by the new fabless makers to make the necessary chips.
SCMP is worried that China is spending so much on chipmaking it will have overcapacity. That's a good problem to have when chip capabilities are part of a trade war.
China will do whatever is necessary to protect Huawei,
Huawei more innovative than IBM, Facebook, or Tesla
BCG data
Larger below
In an unscientific but large poll by Boston Consulting Group, Huawei was ranked the 6th most innovative company in the world, eclipsing some of the most respected companies in the world. Its US$20 billion research budget ranks with Apple, Google, Amazon, Microsoft, and Samsung, the only companies perceived as more innovative.
Trump's war has done wonders for Huawei's reputation. Two years ago, Huawei was the leader in telecom but little known outside it. When the most powerful nation on earth expressing mortal fear, people outside the industry took note.
Few of the 2,500 "senior executives" surveyed are experts in innovation. Nearly none have the time for close study. They are too busy doing their jobs. There's no absolute measure here.
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Running tweets
US is now blacklisting Xiaomi, which recently surpassed Apple as third-biggest smartphone maker.
Adding to its bans on Huawei, which also is ahead of Apple on smartphone sales, and TikTok, which is the only non-FB app in global top 5 most used. Evidence of wrongdoing: 0.
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They recommend close look at all winning bidders and transparency. Great idea, should apply to all USF and RUS funding like they ask. Right for FCC to make sure bidders deliver, wrong to pay twice as much without evidence of fraud
Huawei distances itself from user-data monetization biz
"Huawei on the other hand, does not deal in your data, or have access to it, nor do we monetize it. We are not even compelled to collect data if ordered to...unlike, ironically, the US 'Cloud Act'"
https://www.eureporter.co/frontpage/2020/12/28/politicizing-the-5g-debate-is-not-good-for-europe/
China wanted Huawei protections in EU trade deal https://huaweireport.com/china-wanted-huawei-protections-in-eu-trade-deal/
Vhina makes complying with boycotts on Chinese companies illegal. TikTok, WeChat Pay, SMIC, ?Huawei
https://www.scmp.com/news/china/diplomacy/article/3117045/china-hits-back-foreign-sanctions-chinese-companies
Remarkable Huawei. IO performance benchmark https://blocksandfiles.com/2021/01/06/io500-huawei-intel-wekaio/ Honor is receiving chips from MediaTek and soon Qualcomm https://finance.sina.com.cn/tech/2021-01-06/doc-iiznezxt0763135.shtml
Huawei App Store drops Tencent! looking for better terms. Like Google and Apple, app store will be a big moneymaker https://www.engadget.com/huawei-removes-tencent-games-following-dispute-111228570.html
Great opportunity for Huawei cloud as both Amazon and Microsoft are hacked by the Russians, https://www.nytimes.com/2021/01/02/us/politics/russian-hacking-government.html
"The downside risks from America blacklisting one of the world's largest smartphone makers are now becoming very real." @UKZak Huawei had no choice but to build a functional equal to Android. Watch next for Chinese chip manu matching and replacing much if the West
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