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Tall chip tale? Huawei's backup plans leave experts unconvinced

Go ahead and pull out the FDI. 90% of desktops and laptops (uh-oh Intel) are currently manufactured in China. 90% of motherboards. The vast majority of graphics cards (uh-oh NVIDIA) are currently made in China. Most smartphones. Many consumer electronics. Nokia and Ericsson are headquartered in Scandinavia but much of their equipment is manufactured in Chinese factories. Good luck doing 5G without China.

Go ahead and leave.

China will be keeping all the factories. :lol:

Nah, the factories will shift from China en masse. This is the reason why China has hesitated to do anything.

Otherwise what's stopping you, retaliate, do something. Talk is cheap.

You haven't done anything much until now.

Go ahead and do stuff that you are talking about.
 
"I would be surprised" - waterhead
"Its hard" - waterhead
"not aware" - retiree
"I dont think" - retiree
"no comment" - actual industry

lol

This desperate assemble of anecdotes and vague nothing statements Washingtons mouthpiece calls "unconvinced experts" leaves me quite unconvinced.

Talk is cheap.

You haven't done anything much until now
I see you filled your cheap "China hasn't done anything" talk with more weasel words, after your daily yapping how all signs show China was desperate for a deal and China wouldn't and couldn't counter with any new sanctions for the last weeks and other wishfull "predictions" and "sign reading" turned out quite off once again.
 
Nah, the factories will shift from China en masse. This is the reason why China has hesitated to do anything.

Otherwise what's stopping you, retaliate, do something. Talk is cheap.

You haven't done anything much until now.

Go ahead and do stuff that you are talking about.
Wow buss the hero is still here? Do something? We already retaliated with tarriffs. US exports is too little to tax anyway. Iran oil is coming in Venezuela is getting propped up, what is India doing? Yes bending over for papa Sam We invest more overseas than we receive nowadays, do you know that. Yes a great strategy is to wish for China to implode rather than work hard and improve. How dare China defy papa Sam right? Lol

"I would be surprised" - waterhead
"Its hard" - waterhead
"not aware" - retiree
"I dont think" - retiree
"no comment" - actual industry

lol

This desperate assemble of anecdotes and vague nothing statements Washingtons mouthpiece calls "unconvinced experts" leaves me quite unconvinced.


I see you filled your cheap "China hasn't done anything" talk with more weasel words, after your daily yapping how all signs show China was desperate for a deal and China wouldn't and couldn't counter with any new sanctions for the last weeks and other wishfull "predictions" and "sign reading" turned out quite off once again.
Anything positive coming out of China will get an acid bath from this sour grape. If we do nothing, we are weak, if we do something, we will fail. I guess we should just be a poodle like India

If China takes action on Taiwan or it's assets, FDI to China drops to 0 overnight. China will become a pariah in the eyes of First world countries. Capital flight from China also. Dangerous times. Xi & Wang Qishan better think through this properly. It has been a gross under estimation of USA by China, Unforgivable. Xi may be sacrificed, like Hua Guofeng

it is not in anyone's interest for this to happen. China may cause diversion via War, maybe West is planning for this action from China.
FDI? We have larger ODI overseas, and remember 2 trillion of US debt. SO STOP telling me about you supporting us. Times have changed.
 
Nah, the factories will shift from China en masse. This is the reason why China has hesitated to do anything.

Otherwise what's stopping you, retaliate, do something. Talk is cheap.

You haven't done anything much until now.

Go ahead and do stuff that you are talking about.

China has the option of punishing US companies while simultaneously rewarding other foreign companies at the same time.

For example, we can throw out HP and Dell.

While at the same time, we allow Lenovo and Taiwan companies Asus and Acer to continue PC production.

Inspur, Huawei, and Lenovo can build servers.

Quanta is a major player in white box server.

Instead of Intel, we go with Hygon and Zhaoxin x86 CPUs.

Toshiba can make the hard drives.

China already make 90% of motherboards.

China will survive. HP and Dell will not.
 
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I don't know if you believe it.
But that's a clear fact:

full


full

Enjoy your "victory"! Continue to publish selectively~~~

May world peace prevail:-):-):-)
 
I don't know if you believe it.
But that's a clear fact:

full


full

Enjoy your "victory"! Continue to publish selectively~~~

May world peace prevail:-):-):-)
Your figure are too low for many of the supplier.

In any case....
Quote
Again, this creates a golden opportunity for China. If Huawei could not find suppliers from the USA, then they will find alternatives, mostly preferably domestic suppliers in China. This would create a huge boost in domestic companies because they suddenly get big customers.
End quote.

In Chinese the word for crisis 危机 WeiJi is made of 2 words.
危险 - Danger
机会 - Opportunity
 
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Wow buss the hero is still here? Do something? We already retaliated with tarriffs. US exports is too little to tax anyway. Iran oil is coming in Venezuela is getting propped up, what is India doing? Yes bending over for papa Sam We invest more overseas than we receive nowadays, do you know that. Yes a great strategy is to wish for China to implode rather than work hard and improve. How dare China defy papa Sam right? Lol

You retaliated by imposing tariffs on 60 billion USD for American tariffs on 200 bn USD.

You also didn't retaliate on US imposing such harsh conditions on Huawei.

So US throws a punch, and you throw back what? maybe a fifth or sixth of a punch? Satisfied with that? Cool, I guess.

China has the option of punishing US companies while simultaneously rewarding other foreign companies at the same time.

For example, we can throw out HP and Dell.

While at the same time, we allow Lenovo and Taiwan companies Asus and Acer to continue PC production.

Inspur, Huawei, and Lenovo can build servers.

Quanta is a major player in white box server.

Instead of Intel, we go with Hygon and Zhaoxin x86 CPUs.

Toshiba can make the hard drives.

China already make 90% of motherboards.

China will survive. HP and Dell will not.

Talk talk, do it!

Your figure are too low for many of the supplier.

In any case....
Quote
Again, this creates a golden opportunity for China. If Huawei could not find suppliers from the USA, then they will find alternatives, mostly preferably domestic suppliers in China. This would create a huge boost in domestic companies because they suddenly get big customers.
End quote.

In Chinese the word 危机 WeiJi is made of 2 words.
危险 - Danger
机会 - Opportunity

There are no non-American suppliers for many major things like FPGAs, EDA, RF components etc.
 
You retaliated by imposing tariffs on 60 billion USD for American tariffs on 200 bn USD.

You also didn't retaliate on US imposing such harsh conditions on Huawei.

So US throws a punch, and you throw back what? maybe a fifth or sixth of a punch? Satisfied with that? Cool, I guess.



Talk talk, do it!



There are no non-American suppliers for many major things like FPGAs, EDA, RF components etc.
You are too pessimistic. Before a crisis, you already surrender.
 
SAN FRANCISCO/HONG KONG (Reuters) - 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”.

The Trump administration officially added Huawei to a trade blacklist on Thursday, enacting restrictions that will make it difficult for the tech giant to do business with American firms, in its latest broadside against the company that U.S. officials have labelled a threat to national security.

The head of Huawei’s HiSilicon chip division on Friday shrugged off concerns about disruptions to supply, saying it has long been preparing for this kind of “extreme scenario”.

Huawei will aim to be technologically “self-reliant” going forward, He Tingbo said in a letter to staff.

But that is easier said than done, industry experts say.

“I would be surprised if HiSilicon can make it without any U.S. suppliers,” said Linda Sui, a Strategy Analytics analyst.

A China-based source at a U.S. tech company previously told Reuters that none of Huawei’s U.S. suppliers “can be replaced by Chinese ones, not within a few years, at least”.

As an example of Huawei’s reliance on U.S. firms, an expert pointed to the high probability that the tech giant uses chip design software from market leaders Cadence Design Systems Inc and Synopsys Inc.

Huawei designs its microprocessors and other chips for products including the Mate series flagship smartphones.

The U.S firms’ software is considered gold standard, used by manufacturers globally to perfect chip blueprints and test them before committing them to physical silicon, where a single mistake can set back a chip for months.

“It’s hard to replace,” said Mike Demler, a senior analyst with The Linley Group. “Cadence and Synopsys pretty much have all the ground covered for anything you would need,” he said.

“I’m sure there’s some equivalent that tries to fill the same roles from Chinese companies, but the Chinese just do not have a presence we’re aware of outside of the country.”

Cadence and Synopsys did not respond to requests for comment. Huawei said it cannot comment.

SPECIALISED CHIPS, LASERS
Huawei also has exposure to U.S. suppliers of speciality lasers and modules such as NeoPhotonics, Lumentum and Finisar.

The lasers, which are used to send information in the form of light signals through fibre-optic cables, are critical to Huawei’s world-leading telecom network equipment business.

Firms like Finisar, which is being bought by II-VI Inc, and Lumentum have put decades of work into being able to make large quantities of lasers, said Philip Gadd, a retired chip executive who once ran Intel’s silicon photonics division.

“Even if the Chinese could do it, I don’t think they could come up to scale,” he said.

Finisar is trying to determine the impact of the Huawei ban, according to a person briefed on the matter.

Finisar and Lumentum did not return requests for comment. NeoPhotonics, which gets most of its revenues from four firms including Huawei, declined to comment.

Huawei has sought to develop its own capabilities in the field, in part by purchasing a former British Telecom research centre in 2012 and startup Caliopa in 2012.

“The Chinese have been on an acquisition path,” said one silicon photonics executive. “They’ve been buying up bits and pieces wherever they could. A lot of the (U.S. government) restrictions have come too late.”

But Huawei relies on so-called chip “foundries”, especially Taiwan Semiconductor Manufacturing Co Ltd (TSMC), for the complex task of physically producing the chips that it designs. That is a common practice in the chip industry.

By contrast, many silicon photonics firms such as Finisar, still make their own chips.

MARCH TO SELF-SUFFICIENCY

Huawei has been under pressure since early in the decade over U.S. allegations its gear could be a conduit for Chinese spying, a concern the company says is unfounded.

The United States has ratcheted up the rhetoric in the past year, calling on allies to bar the firm from next-generation 5G mobile networks while locking horns with China in a trade war.

Against this backdrop, Huawei has been a key part of China’s campaign to develop its own capabilities in chips and reduce reliance on imports from companies such as Qualcomm, Intel and Samsung Electronics .

Huawei’s chip division produced more than $7.5 billion worth of chips last year, its rotating chairman Eric Xu had told Reuters. That compares with an estimated $21 billon (16.46 billion pounds) worth of chips that Huawei acquired from outside vendors.

A Huawei spokesman said the company will use HiSilicon products to substitute banned American components where possible, but declined to provide more details.

HiSilicon’s He has described the self-sufficiency efforts as a “long march in the history of technology” that would pay off with the United State’s “crazy decision”. “All the spare tires we have been making, now is the time to use them!”

https://uk.reuters.com/article/uk-u...plans-leave-experts-unconvinced-idUKKCN1SN0YW

Don’t you Americans have anything meaningful to post? It is Huawei mania 24/7. Has Huawei struck so much fear in you people? The insecurity is mind boggling how a tech company can create so much fear and insecurity among American media and pundits. American and Western news is obsessed with Huawei 24/7.

You retaliated by imposing tariffs on 60 billion USD for American tariffs on 200 bn USD.

You also didn't retaliate on US imposing such harsh conditions on Huawei.

So US throws a punch, and you throw back what? maybe a fifth or sixth of a punch? Satisfied with that? Cool, I guess.



Talk talk, do it!



There are no non-American suppliers for many major things like FPGAs, EDA, RF components etc.

Look at this Indian slave being more loyal than the king himself. You are doing a good job of licking the boots of your master. I will give you full marks.
 
You retaliated by imposing tariffs on 60 billion USD for American tariffs on 200 bn USD.

You also didn't retaliate on US imposing such harsh conditions on Huawei.

So US throws a punch, and you throw back what? maybe a fifth or sixth of a punch? Satisfied with that? Cool, I guess.

Actually I miscalculated. The tariffs by China on 60 bn USD of goods are NOT EVEN 25%. They are from as low as 5% to 25%.

So the Chinese punch was actually less than a tenth the punch delivered by the US!

Bye-bye HP, Dell, Apple.:lol:

First of all, nearly 90% of notebook PCs imported to the US are assembled in China, with Chongqing as its main industrial city for these products.
https://www.businesswire.com/news/h...China-Trade-War-Escalates-Send-North-American

Don't talk. Do it!

Look at this Indian slave being more loyal than the king himself. You are doing a good job of licking the boots of your master. I will give you full marks.

Symptoms of derangement. You know somewhere inside that America is throwing punches after punches, and China is taking them without retaliating. So now you need to divert the topic.
 
You retaliated by imposing tariffs on 60 billion USD for American tariffs on 200 bn USD.

You also didn't retaliate on US imposing such harsh conditions on Huawei.

So US throws a punch, and you throw back what? maybe a fifth or sixth of a punch? Satisfied with that? Cool, I guess.



Talk talk, do it!



There are no non-American suppliers for many major things like FPGAs, EDA, RF components etc.
Well first you need to know how much they export to us. US exports 180 bil to us Vs import 550 bil from us. You can't really imposed that much tarriff on an economy giving you so much surplus. You can however selectively use tarriffs on painful industries with alot of votebanks.

The question is not about the magnitude of the punch is whether we punch back at all. India is a cowardice country bending over accepting that thrust. Die trying better than live like a coward my dear US cheerleader. You should buy a skirt and poms poms. Hahah. Please recheck the 60bil figure....it's ontop of 60bil already imposed

US is stronger than us, but at least we fight bck. Who are you to even dictate how we react when you yourselves are nothing but a US poodle?

Weren't you so sure we would surrender already last year? Did we surrender? We will fight with pitchforks Vs machine guns before surrendering. Long live the Republic!

Don’t you Americans have anything meaningful to post? It is Huawei mania 24/7. Has Huawei struck so much fear in you people? The insecurity is mind boggling how a tech company can create so much fear and insecurity among American media and pundits. American and Western news is obsessed with Huawei 24/7.



Look at this Indian slave being more loyal than the king himself. You are doing a good job of licking the boots of your master. I will give you full marks.
This bussard guy is a US cheerleader! Any news coming from China, he will be the first to dismiss it. When US instructs Indians to do something, they instinctively bends over and hands their master a bar of butter. It's in their culture to submit to the West.
 

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