Intel and Qualcomm (Snapdragon) also join in on the ban against Huawei
Hio ni munyambooo Huawei make their chipset have you had of kirilin hisilicon.
China ishajipanga. Good days za US ziko “behind them.” When US companies have to be protected by laws from dragon people then jua dragon people wamejipanga sawa sawa, na hawatumii lube
Found this interesting.
Let’s look at facts, not opinions.
Let me introduce the whole supply chain of Huawei’s most popular phone in 2019: P30.
https://qph.fs.quoracdn.net/main-qimg-c0b4704d4003de78940067947e34a4ba
The “brain” of the Huawei P30 mobile phone is called Kirin 980 System-on-Chip designed by HiSilicon. And HiSilicon is the sub-company under Huawei. Why is it called System-on-Chip? Because it is a chip that contains many components designed by the rest of the world and put together in a single chip.
So what is inside the System-on-Chip?
Instruction set architecture: HiSilicon purchased the CPU and GPU architectural license from ARM in Cambridge, UK. With the license, HiSilicon can use the ARM instruction set (armv8) and develop their own 64-bit CPU architecture. And the bus standard such as AMBA is also licensed from ARM.
CPU, GPU: HiSilicon employs several hundred people in Shenzhen, China to design their custom CPU cores, accelerators, and IP components. In order to design their own CPU, they need to use Electronic design automation (EDA) tools from Synopsis, Cadence, and Xilinx. These EDA companies are all American companies in California, USA. HiSilicon needs to pay them license fees to use their tools to design and simulate their own CPUs.
Meanwhile, HiSilicon can also integrate existing softcore designed by ARM, such as powerful core Cortex A76 and power efficient core Cortex A55. Both are in the same chip. The big core is designed in Austin, Texas, USA and the small core is designed in Cambridge, UK. Some of the low-end CPU cores are also purchased from MediaTek in Taiwan. Meanwhile, HiSilicon can also purchase other intellectual properties from ARM including the Mali T830 GPU and the interconnect subsystems. Mali GPU is designed in the ARM headquarters in Cambridge, UK.
Memory: HiSilicon designed their own logic in the memory controller and SRAM systems. SRAM and DRAM cells are licensed fromSamsung, Korea. The future 7nm 3D stacked RAM would also be designed from Samsung but manufactured in Dalian, China.
DSP & Camera: HiSilicon purchased the Camera lens design IP and control system from Leica Camera from Germany, where most of the system was designed in Wetzlar, Germany. And the actual lens is manufactured by Largan Precision in Taiwan and Sunny Optical Technology in mainland China. The electrical motors for driving camera to change focus is manufactured by Mitsumi in Tsurumaki, Japan. To translate light into signals, the photosensitive film is designed by O-film in Shenzhen, China (also supplier for iPhone X). HiSilicon purchased the hardware solutions for auto-focus and image stabilization from ON Semiconductors in Phoenix, Arizona, USA. The HD video processing chip is licensed from Sony, Japan. And HiSilicon designed their own image processing hardware accelerators (ISP), purchased many DSP IP patents from CEVA in California, USA and AI chips from Cambricon Technologies from Beijing, China.
Baseband: HiSilicon purchased IP license to use WIFI, GPS and Bluetooth IP from Broadcom from San Jose, California. For the 3G support, HiSilicon has to pay a royalty fee to patents held by Qualcomm from San Diego, California. For later 4G LTE and 5G, HiSilicon has its own patents and baseband processor called Balong, which was designed by several hundred people across China. HiSilicon has also purchased the Beidou Navigation system from Chinese Academy of Sciences. Note that some of the chip verification tasks are performed by Indian Engineers in Hyderabad, India.
Radio Frequency: To multiplex between various communication signals and amplify analog signals to different wireless frequencies, they need radio frequency integrated circuits (RFICs). Most of the patents in RFIC was held by RF Micro Devices from North Carolina, USA and now became Qorvo after merging with TriQuint. In the RFIC chips, you need a few power amplifiers, high-end capacitors manufactured by Murata Manufacturing in Kyoto, Japan. You also need surface acoustic wave (SAW) sensors designed and manufactured by TST Taiwan and Microgate in Shenzhen. You also need a few silicon-on-insulator switches designed by Skyworks Solutions in the USA and manufactured by Skyworks in China. For the antennas components, they are designed and manufactured by Sunway Co. in Shenzhenand Rosenberger (USA) factories based in Shanghai, China. In the age of 5G, Huawei analog devices have to use these devices from the USA, Japan, and China as well.
NFC & Touch: NXP Semiconductors in the Netherland provide NFC solutions for Huawei. And the chip is developed by Infineon in Simens, Germany. Goodix Co in Shenzhen provides the fingerprint sensor. USB Type-C solutions are provided by Shenzhen Everwin Precision.
Fabrication: After HiSilicon integrating all the soft IP and package into one SOC, the design is sent to Taiwan Semiconductor Manufacturing Company (TSMC) in Taiwan for physical layout and fabrication. The fabrication process of the SOC chip is a very complex task. For the most important steps, TSMC needs to import mask alignment systems (MAS) designed by ASML from the Netherlands. They also need to use a lot of wafer chemicals from Shin-Etsu in Japan, Siltronic AG from Germany and SUMCO Corporation from Minato in Japan.
Material: However, most of the chemical products and semi-products are imported from China. The most representative one is the rare earth metals in China. For other materials including glasses and steel, BYD in Shenzhen is responsible for manufacturing mobile phone gradient frames and high-density glasses. Shengyi Electronics produces all the PCB board for the phone.
Screen: Huawei P30 used Samsung OLED rigid screen but P30 Pro used the OLED soft screen designed by BOE Technology in China. Some screens are also manufactured by LG, Korea and manufactured in Guangzhou, China. Now both Korean and Chinese companies are dominating in the screen market.
Assemble: Huawei then orders all the components from each service provider and ship the components to Foxconn in Zhengzhou, China. Workers in Foxconn assemble all the components together into one complete phone.
https://qph.fs.quoracdn.net/main-qimg-d77d449409175976a40d34884d2b6f13
This is the supply chain for a single phone in Huawei. And this is not even the main product for Huawei but they still managed to beat Apple and become the second largest smartphone company without entering the USA market. Huawei’s main strength is its communication infrastructure and solutions. However, it is difficult for me to compile a supplier list since I am not familiar with it.
Now please count how many these suppliers are from the USA, China, Japan, and Korea. For each company listed above, please go to their own website and check how much fraction of their products are actually sold to Huawei or Chinese market and how much their materials are imported from China. You would be amazed to find that Huawei is normally their biggest customers and they couldn’t leave China anymore.
That means if you kill Huawei, then most of the suppliers would hurt a lot too. Some would die. Most of them are the only high-value companies left in Korea and Japan. They could not suffer a 40% market loss. That would be a huge blow to Korea and Japan economy.
Clearly, the guy behind trump has no idea of the current situations in the semiconductor industry. I guess most people in Quora didn’t know as well.
https://qph.fs.quoracdn.net/main-qimg-ecd3833bee880bb85a74c7980d3b8e89
Is Huawei dead?
Of course not. Ten years ago, Huawei has already initiated backup plans for various scenarios from the USA government. They even have the extreme backup plans for the scenarios when the whole of China is blocked from using the x86 instruction set.
What would China do?
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.
I have been talking with many Chinese scholars in different areas in the semiconductor industries in China. They said the reason why Huawei purchases intellectual properties from so many sources is not because Huawei didn’t have the technology, but it is more that for the most the area they do not bother to reinvent the wheels and they want to bind the interests with the rest of the world.
There are indeed a few key technologies China still lags behind, such as the fabrication process and RF chips. But we should know how did China manage to come so far. Thanks to the technology blockade and sanctions in the Coordinating Committee for Multilateral Export Controls in Paris, China is banned to access all the high-end technology. Thanks to them, China can have the opportunity to “reinvent the wheels” on its own.
Meanwhile, metros in Beijing already installed 5G coverage thanks to Huawei technology.
https://qph.fs.quoracdn.net/main-qimg-1d7b571a0f8a94101c25eb9f17c56106
But now, I am sitting in the underground in London. My phone can not connect to any signal. So I have to read offline posts.
Talk is cheap. Show me the code.
— Linus Torvalds
Huawei will tow the line… You’ll see
toe, my friend.
Those same US suppliers will be lobbying to get Huawei in the good books of the state department so that they go back to doing business. Its the second biggest phone manufacturer
Grammar Nazi, no one needs your needless correction
How many people you speaking for? Is that the only thing you could contribute to this very informative thread?
Case of landlord kuskia wivu ukipark VX kwa ploti yake na yeye hana. Huawei will get thru this. This beef was partly brought about by African countries looking East in matters infrastructure
They have been told to support Samsung and LG.
What line?
This is a fight between China and USA. Huawei is just a casualty.
Nothing Huawei can do will make Trump lift the ban. Only a deal between US and China can.
Chinese are ditching and boycotting iphones and apple products as a retaliation.
[SIZE=7]CEO says Huawei won’t be pushed around by the U.S. like ZTE was[/SIZE]
https://www.phonearena.com/showimage.php?m=Users.Users&f=image&id=39 by Alan Friedman / May 19, 2019, 11:06 AM
https://i-cdn.phonearena.com/images/article/116134-two_lead/CEO-says-Huawei-wont-be-pushed-around-by-the-U.S.-like-ZTE-was.jpg
Already the number one global provider of networking equipment, Huawei is on track to take over the top spot in smartphone shipments by next year. That lofty goal was vocalized by the CEO of Huawei Technologies Consumer Business Group Yu Chengdong (aka Richard Yu in the West) four years ago. But now that the U.S. is preventing Huawei from easily obtaining U.S. parts and components, has the company’s fast track roadmap run into a detour?
According to the Nikkei Asian Review, Huawei founder and CEO Ren Zhengfei said on Saturday that the actions taken by the U.S. could result in slightly lower growth for the company this year. Ren added that Huawei might end up reporting annual revenue growth of less than 20% this year. Addressing a contingent of Japanese media visiting Huawei headquarters in Shenzhen, the executive said, “We have not done anything which violates the law.”
[SIZE=6]Huawei CEO says that the company will not allow the U.S. to dictate the composition of its executive team[/SIZE]
Ren added that Huawei is not concerned if the company can’t source chips from Qualcomm or other American suppliers. Huawei has its own unit, HiSilicon, which designs the Kirin SoCs used in its high-end phones. TSMC manufacturers these chips along with Huawei’s Balong modem chips. Ren pointed out that Huawei has been preparing for the action taken by the U.S. HiSilicon president Teresa He Tingbo added, “We actually have foreseen this day for many years, and we do have a backup plan.” Last year, Huawei spent about $11 billion on U.S. parts and components from companies like Qualcomm, Intel and Micron Technologies.
https://i-cdn.phonearena.com/images/articles/345110-thumb/mate20p.png
Huawei had a huge hit last year with the Mate 20 Pro
Last year, the U.S. Commerce Department slapped fellow Chinese manufacturer ZTE with an Export ban. The company had failed to comply with punishments placed on it after the company sold goods and services to North Korea and Iran, violating U.S. sanctions. While ZTE was one of the top five smartphone vendors in the U.S. prior to the ban, it was more reliant on U.S. software, hardware and components than Huawei and nearly went under. A subsequent deal with the U.S. required ZTE to pay $1 billion and put $400 million in escrow to cover future violations. It also forced the company to make changes to its board and executive lineup, and be monitored by a U.S. compliance team. During his talk with the Japanese media, Ren made it clear that Huawei would not accept the same stipulations if it were offered a deal. “We will not change our management at the request of the U.S. or accept monitoring, as ZTE has done,” the executive said. He also shot down the prospect of manufacturing 5G network equipment in the states.
“Policies that threaten trading partners one after another rob companies of risk-taking attitudes, and the U.S. will lose credibility. I would even suggest that the environment will improve.”-Ren Zhengfei, founder and CEO, Huawei
The U.S. is concerned that the communist Chinese government will order Huawei to spy on consumers and corporations, which is a binding and legal request in the country. In the past, Ren has said that Huawei would defy such an order, but that is no comfort to U.S. lawmakers. The company was already found guilty a few years ago of stealing technology trade secrets from T-Mobile, and a civil court ordered Huawei to pay the U.S. firm nearly $5 million. Huawei will be back in court to face criminal charges over the incident. In addition, the U.S. Justice Department has charged the company, several subsidies and CFO Meng Wanzhou (who happens to be Ren’s daughter) with crimes related to Huawei’s business dealings with Iran. The country is under international economic sanctions.
[SIZE=7]Chipmaker stocks plunge on report that companies are dropping business with big customer Huawei[/SIZE]
Yun Li | @YunLi626
Published 4 Hours Ago Updated 8 Mins AgoCNBC.com
[ul]
[li]Shares of chip suppliers are under pressure after the Trump administration’s restrictions on doing business with Huawei.[/li][li]Google has suspended business activity with the Chinese giant. Other Huawei suppliers, including Qualcomm, Broadcomm and Intel, reportedly told employees they will not sell to the Chinese firm until further notice.[/li][li]U.S. chip suppliers are losing a big customer as Huawei purchases $20 billion of semiconductors each year, according to an Evercore estimate.[/li][/ul]
https://fm.cnbc.com/applications/cnbc.com/resources/img/editorial/2019/05/20/105923090-gettyimages-1145147203.600x400.jpg?v=1558370407
A sell-off in chip stocks intensified Monday following a report that semiconductor makers are cutting ties with Huawei following restrictions imposed by President Donald Trump’sadministration.
The U.S. Commerce Department last week blacklisted Huawei and effectively halted its ability to buy American-made parts and components. In wake of the restrictions, Google has suspended business activity with the Chinese giant. Other Huawei suppliers, including Qualcomm, Broadcom, Intel and Xilinx, told employees they will not sell to the Chinese firm until further notice, according to Bloomberg News.
U.S. chip suppliers are losing a big customer as Huawei, the world’s largest provider of telecom equipment, purchases $20 billion of semiconductors each year, according to an Evercore estimate.
Shares of Xilinx tumbled more than 3% on Monday, while Qualcomm stock dropped more than 5%. Shares of Analog Devices, Broadcom and Advanced Micro Devices are all under pressure following the Huawei ban. The VanEck Vectors Semiconductor ETF is down more than 3% on Monday, almost 15% below its intraday all-time high. All but one component of the ETF were at correction levels or worse as of Monday and almost half of the 25 stocks are at bear market levels.
https://fm.cnbc.com/applications/cnbc.com/resources/img/editorial/2019/05/20/105923143-190520texseymourkrosbyscissors.600x400.jpg?v=1558372436
“Let’s be clear – we are talking tens of billions of dollars impact,” said C.J. Muse, senior equity research analyst at Evercore, in a note Saturday. “Loss of this business would slow down investments by U.S. chipmakers, thereby reducing the competitiveness of the U.S. semiconductor industry – and that is a national security issue that the U.S. government needs to consider as well.”
U.S. restrictions could particularly hurt companies that have meaningful revenue exposure to 5G and the Chinese market, according to RBC analyst Mitch Steves.
Analog Devices has 12.5% of revenue exposure to 5G, while Skyworks Solutions, Qorvo, Broadcom, Qualcomm and Xilinx are all relying on the growth from 5G infrastructure, Steves said. Advanced Micro Devices and Nvidia are the two companies responsible for high-end data center computing, the analyst said.
“We view the Huawei and China/US relationship as a negative overhang on the semiconductor space and a lift of either would likely send the semiconductor industry materially higher (5-10% in our view),” Steves said in a note Sunday.
The administration’s move to cut off Huawei’s access to U.S. technology followed its tariff hike on $200 billion worth of Chinese goods earlier this month, which sent the semiconductor sector into a downward spiral.
“This decision was likely a negotiation tactic by the Trump administration to bring China back to the table,” Evercore’s Muse said. “The clear risk here is that while President Trump believes he has achieved leverage in the negotiations, we may have pushed China past the precipice and that the current technology cold war gets engrained and accelerates.”
— CNBC’s Michael Bloom contributed to this report.
Not even a plastic casing from Africa.
Africa is busy eating it’s own people :D:D:D:D