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From: Bill Wolf6/17/2019 8:05:35 AM
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Tech leaders and founders

Huawei CEO says he did not expect such a ferocious, large-scale US attack on the Chinese telecoms giant

The Chinese company is unlikely to see much revenue growth with total sales expected to remain at around the US$100 billion level in 2019 and 2020

Li Tao

Published: 3:54pm, 17 Jun, 2019

Updated: 6:07pm, 17 Jun, 2019

Ren Zhengfei, founder and chief executive of Huawei Technologies, said he had not expected such a ferocious US attack on the company and that the move to add the world’s largest telecommunications equipment vendor to a US trade blacklist was expected to wipe out US$30 billion of sales growth.

Acknowledging for the first time the likely impact on Huawei of US action, Ren said on Monday that total revenue was now expected to remain stagnant at around the US$100 billion level in 2019 and 2020. He also said overseas smartphone sales had dropped 40 per cent, without specifying the time period.

“We did not expect that the US would attack us with such determination and on such a large scale,” he said during a panel discussion at the company’s headquarters in Shenzhen. “We made some preparations, such as for the core business part, but we have been unable to protect some of the secondary parts [of our business].”


scmp.com

Big Tech

Huawei wins half of China Mobile’s 5G network contracts while Ericsson picks up a third

On June 6, China granted commercial 5G licences to the country’s three telecommunications network operators and the nation’s cable network giant

Li Tao

Published: 11:22am, 17 Jun, 2019

Updated: 6:10pm, 17 Jun, 2019

China’s largest telecommunications operator China Mobile has awarded half of its 5G network equipment contracts to Huawei Technologies, in a boon for the Chinese telecoms giant after being squeezed in overseas markets by a US decision to add it to a trade blacklist.
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The award of the 5G licences came after the US government put Huawei on a trade blacklist last month, which has severed the Shenzhen-based company’s access to American hi-tech suppliers, including semiconductor firms Qualcomm and Intel as well as software providers Google and Microsoft.

“Huawei is fully prepared” for the roll-out of commercial 5G networks in China, the company said in a statement after China granted the 5G licences.


scmp.com

Big Tech

Huawei’s Richard Yu may have the toughest job in the tech world - taking on Apple without Android

Yu’s career success in Europe earned him a place on the company board, the small 17-person circle that has the final say on Huawei’s entire business

Despite a stellar career, Yu’s off-the-cuff remarks have also brought him some trouble over the years

Li Tao

Published: 7:30am, 16 Jun, 2019

scmp.com

Diplomacy

China’s top economic planner refuses to rule out playing rare earths card against US

The National Development and Reform Commission has again hinted that it may block America’s access to the strategic resources as the trade war drags on

China produces 90 per cent of world’s rare earths and has warned it will not allow them to be used to ‘curb country’s development’

Sarah Zheng

Published: 7:37pm, 17 Jun, 2019

Updated: 7:37pm, 17 Jun, 2019

scmp.com

Diplomacy

Lessons from an old trade war: China can learn from the Japan experience

In the last half of the 20th century US worries about a rising Japan led to tariffs and technology mistrust

Differences in the Chinese experience may predict a different outcome

Wendy Wu

Published: 12:00am, 16 Jun, 2019

Updated: 12:00am, 16 Jun, 2019

scmp.com

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From: Bill Wolf6/17/2019 8:17:04 AM
   of 164564
 
Redmi K20 is first to feature Qualcomm’s new Golden Ears-tuned Aqstic WCD937x series
By Habeeb Onawole -
Jun 17, 2019

Last week, Qualcomm announced it has a brand new audio codec. The Qualcomm Aqstic WCD937x family is the latest codec designed for smartphones so users can listen to music and movie audio just as the producers intended. Qualcomm says the new codec is special as it was developed in collaboration with a group of people referred to as “Golden Ears”.

gizmochina.com

Huawei patents a new foldable smartphone design
By Jeet -
Jun 17, 2019

Earlier this year, during the Mobile World Congress 2019 in Barcelona, Huawei announced its first foldable 5G smartphone — Huawei Mate X. The phone was expected to go on sale later this month, but the launch has been postponed till September to avoid a fate similar to the Samsung Galaxy Fold.



gizmochina.com

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From: Bill Wolf6/17/2019 8:23:31 AM
   of 164564
 
5G's Future Could Literally Be Full of Hot Air... And Drones
Mike Dano, Editorial Director, 5G & Mobile Strategies
6/17/2019

Today's initial 5G networks almost exclusively rely on traditional wireless equipment installed on regular old macro cell towers and, in some cases, small cells.

Boring, right?

Well, a small but growing number of startups hope to eventually make the deployment of 5G much more interesting by replacing boring old cell towers with all kinds of airborne objects, ranging from tethered balloons to blimps. Indeed, if such companies have their way, 5G in the future might well live mostly in the clouds rather than down here with the rest of us on the ground.

So far, here in the US, there are two main startups working to push the idea of airborne 5G basestations, arguing such technologies are cheaper, easier and quicker to deploy in rural areas -- and cover much more territory -- than traditional cell towers.

lightreading.com

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From: Bill Wolf6/17/2019 8:28:41 AM
   of 164564
 
Alleged Qualcomm Snapdragon 865 Details Leak For 2020 Flagship Phones

Right now the chipset that reins sumpreme in the high-end flagship smartphone performance department is Qualcomm's Snapdragon 855 SoC. Despite that chip still being quite new, there are already rumors of a next-gen chip coming that will bring even more performance to the table of course, as well as additional Qualcomm-powered 5G capabilities. We have reported on the existing of the rumored Snapdragon 865 before, but today some new rumors have just turned up.

hothardware.com

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From: sbfm6/17/2019 11:14:03 AM
2 Recommendations   of 164564
 
Apple will release two iPhones with 5G in 2020, top analyst says - cnbc.com

"The note says Apple is building its own 5G chip that will be ready for later iPhones in 2022 or 2023 and that "the content of Apple and Qualcomm's previous settlement includes Qualcomm's release of partly 5G baseband chip source code to Apple for Apple's development of [its] own 5G technologies."


So, senior management got a big bonus, and APPL got part of 5G source code.

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To: sbfm who wrote (158585)6/17/2019 1:08:45 PM
From: Art Bechhoefer
1 Recommendation   of 164564
 
That's the kind of trade that put the Yankees in the cellar.

Art

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To: Bill Wolf who wrote (158583)6/17/2019 1:38:03 PM
From: Jamie153
   of 164564
 
A 5G airborne base station sounds similar to Google's airborne solar cells (test). Interesting idea since the wind is constant if you go high enough but I don't think it's practical. Wouldn't the tether be subjected to hurricanes, tornadoes, winter storms and ice, etc. and be very unreliable?

A satellite is better.

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To: sbfm who wrote (158585)6/17/2019 1:46:02 PM
From: TroubleT
7 Recommendations   of 164564
 
There's no way in hell that Qualcomm would have agreed to provide un-encrypted 5G baseband modem IP source code to Apple. If true then they don't need to buy Intel mobile at all. The notion of accelerating your frenemy and giving them ammo to shoot yourself 2 years later is simply absurd.

This Koh analyst should stick to leaking his usual iphone phone details and quit pretending to be a communications industry expert.

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To: TroubleT who wrote (158588)6/17/2019 1:59:10 PM
From: Wildbiftek
   of 164564
 
I second this. I would imagine that management would have disclosed the material terms of the deal, notably any transfers of IP or trade secrets. Their press release only specified chip supply and a licensing agreement. He is an Apple analyst rather than a Qualcomm analyst though.

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To: Wildbiftek who wrote (158589)6/17/2019 2:08:32 PM
From: TroubleT
   of 164564
 
At the time of settlement, let's keep in mind that Qualcomm had the upper hand. To surrender the 5G modem IP to apple when Intel couldn't deliver ? I mean how can an Apple analyst be so self-absorb to actually publish counter-intuitive rubbish like that ? It pisses me off how rampant fake-news is nowadays.

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