• Saturday, January 18, 2020

China No Longer Needs US Parts in its Phones

Discussion in 'World Affairs' started by beijingwalker, Dec 3, 2019.

  1. beijingwalker

    beijingwalker ELITE MEMBER

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    China No Longer Needs US Parts in its Phones
    DEC 2 2019

    [​IMG]

    China was once very dependent on US chips for its phones. The latest Chinese phones have no US parts.

    The Wall Street Journal reports Huawei Manages to Make Smartphones Without American Chips.

    American tech companies are getting the go-ahead to resume business with Chinese smartphone giant Huawei Technologies Co., but it may be too late: It is now building smartphones without U.S. chips.

    Huawei’s latest phone, which it unveiled in September—the Mate 30 with a curved display and wide-angle cameras that competes with Apple Inc.’s iPhone 11—contained no U.S. parts, according to an analysis by UBS and Fomalhaut Techno Solutions, a Japanese technology lab that took the device apart to inspect its insides.

    In May, the Trump administration banned U.S. shipments to Huawei as trade tensions with Beijing escalated. That move stopped companies like Qualcomm Inc. and Intel Corp. from exporting chips to the company, though some shipments of parts resumed over the summer after companies determined they weren’t affected by the ban.

    Meanwhile, Huawei has made significant strides in shedding its dependence on parts from U.S. companies. (At issue are chips from U.S.-based companies, not those necessarily made in America; many U.S. chip companies make their semiconductors abroad.)

    Huawei long relied on suppliers like Qorvo Inc., the North Carolina maker of chips that are used to connect smartphones with cell towers, and Skyworks Solutions Inc., a Woburn, Mass.-based company that makes similar chips. It also used parts from Broadcom Inc., the San Jose-based maker of Bluetooth and Wi-Fi chips, and Cirrus Logic Inc., an Austin, Texas-based company that makes chips for producing sound.

    Yet Another Trump Trade Win

    • Trump cut off supplies so China looked elsewhere.
    • Trump changed his mind.
    • This is what constitutes a win.
    When Huawei came out with this high-end phone—and this is its flagship—with no U.S. content, that made a pretty big statement,” said Christopher Rolland, a semiconductor analyst at Susquehanna International Group.

    Huawei executives told Rolland that the company was moving away from American parts, but it was still surprising how quickly it happened.

    This was likely going to happen anyway, but Trump escalated the speed at which it happened.

    https://moneymaven.io/mishtalk/econ...s-parts-in-its-phones-SKqR2FCptEau3-mK2AoTAA/
     
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  2. beijingwalker

    beijingwalker ELITE MEMBER

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    Chips were the only thing left that US can use to sanction China, now this last chip is gone, tables have been turned and in the future we're gonna sanction US more and more and give US a taste of its own medicine.
     
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  3. Han Patriot

    Han Patriot SENIOR MEMBER

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    Some of those parts are off the shelf parts not core stuff. It's just that it's branded and tested, so Huawei do not need to waste time qualifying new components. Local companies can make the same shit.... I told ppl many many times...
     
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  4. Beast

    Beast ELITE MEMBER

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    But a lot of self bragging and delusion American will disagree with you. :enjoy:
     
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  5. beijingwalker

    beijingwalker ELITE MEMBER

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    Typical example of shooting one's self in the foot, don't know what US companies will do with those chips after losing the Chinese market.
     
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  6. Pan-Islamic-Pakistan

    Pan-Islamic-Pakistan SENIOR MEMBER

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    Very good news, not just for China, but for the whole world. Less likely for US blackmail other countries over phone parts.
     
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