hanumadu wrote:If America really wan'ts to shut down Huawei, why cant it do what it did to ZTE? Stop the supply of components to Huawei. In fact, it could kill all chinese electronic manufacturing in one go if it stops supply of components to them. While at it, also stop supply of semiconductor plants.
All this to and fro shadow boxing is getting tiresome. They should simply go for broke.
thats a very naive comment.. America cant do a zte to Huawei without really hurting their own companies as well facing a rolling avalanche in their direction.
bright side , south east asia and esp India will benefit bigtime esp if they play the right cards. For starters I want America to really sanction India for the S400 deal with Russia, makes thing a tad bit easier !!
Could be a pain in the short term but will work wonders long term.
Looks like I am not so naive after all going by A_Gupta's link.
Things are lot more interesting and progressed much further than I have thought.https://www.theverge.com/2019/5/22/18635326/huawei-arm-chip-designs-business-suspension
Chip designer ARM has suspended business with Huawei, threatening the Chinese company’s ability to create its own chips.
Huawei relies on ARM for chip architecture designs for its own Kirin processors, and it pays to license these. Without the licenses, Huawei will not be able to continue manufacturing its own processors using ARM designs and its HiSilicon fabless semiconductor company.
Huawei has reportedly stockpiled enough US-made parts to last three months to a year, so it might have enough to keep operating. That stockpile will run out at some point in the future, especially on parts that are severely constrained in supply lines. Huawei currently relies on US-based manufacturers like Micron, Skyworks, and Qorvo that supply storage and networking components for some of Huawei’s phones.
Even without access to these key components Huawei faces a challenge, but without ARM’s architecture designs or instruction sets it faces a nearly impossible task of manufacturing a smartphone without US technology inside.
Losing access to ARM won’t cripple Huawei overnight, even in a worst-case scenario. The electronics giant will still be able to use its current, licensed technology, which means that it can continue to package any chips already in play. Mobile processors generally receive annual bumps; Huawei introduced its Kirin 980 SoC last fall, and it would have continued to ship it for the next several months regardless.
But going forward, if the ban holds up, Huawei handsets will become frozen in time. The BBC reports that its upcoming chip, the Kirin 985, may have snuck in under the wire, but after that the company will be stuck on the latest and greatest ARM designs as of May 22, 2019. To become unstuck, it will need to embark on the costly, time-intensive process of designing its own core. The question is whether customers will bother to wait it out.
Huawei makes laptops too. Intel has already severed ties with Huawei. So no more Huawei laptops then. Huawei's CEO saying that they will suffer 30 billion reduction in sales sounds like bravado to me. Perhaps, they will survive for the next year or so with some stockpiled components, but after that?
But the big question is how will Huawei's router business survive this ban? All the focus so far has been on its smart phone business but the bone contention, in the first place, is its router business.
How does Huawei plan to get the chipsets for its routers. Since routers are a much more specialized segment, does it design its own processors? Cisco does for its high end core routers, perhaps for smaller routers too.
Who manufactures these chipsets for its routers and also its Kirin ARM processors for its smart phones? I guess some fabs in China and Taiwan. US can put a stop to the supply chain from Taiwan. Can it stop the fabs from main land China from operating by denying spare parts to the fabs?
There are implications to India and others too from this saga. Every high tech product has a US company or US IP in it. If the US so desires, it can sanction any country to stone age.