Quote from: Owen on July 25, 2020, 12:55:50
For those uninformed about China's capability, when Lenovo acquired IBM's ThinkPad division, everyone was saying China can't maintain thinkpad's reputation. Now 15 years later, Lenovo delivered. The same can be said about 5G, China (and pretty much everyone) got huge license bills from US firms in the 3G and 4G era. That's why Huawei spent billions developing 5G, now they delivered. That's why the US want to ban Huawei.
Anyway, don't underestimate the underdog, especially they are back by a determined gonverment.
I could come up with numerous examples to the opposite, for example Huaian Imaging Device Manufacturer Corporation, a Nanjing government funded company, threw $2.5 billion into the CMOS industry 5 years ago, trying to build on Towerjazz technology, yet failed to ever make a splash. It's now bankrupt.
As for 5G, the whole concept of 5G is close to a scam. It relies heavily on a brute-force approach which means its sheer electricity bills make it unprofitable.
As a rule of thumb, 5G, per basestation, has 3 times the cost, uses 3 times the power, for 1/3 the coverage of 4G. That means to operate a network of identical coverage you need 3 times the hardware density consuming a total of 9 times the power. If you attempt to solve coverage, the only solution in active deployment is resorting to the laughable low band which was easily saturated with 4G tech, and saturating the same narrow bandwidth using 5G is nothing but a marketing scheme and political stunt, you won't extract a single extra Mb/s out of it with 5G, but will suffer inefficiencies of immature tech and royalties of new patents, and consumers will ultimately have to bear the cost. China has that cash to waste which is why the Party is so aggressively deploying 5G, they want the political stunt more than the economical sense, which frankly is the logic of many of the Party's actions.
The main reasons for sanctioning Huawei are first, national security, because of Huawei's close ties to the Party and how the Party is untrustworthy, and second, because China is indeed not trading on equal terms with so-called "developed countries"(to think, that includes countries as economically troubled as Spain and Italy) and even if China's current terms constitute daylight robbery the US will need leverage for the Party to cede, and Huawei is important enough to the Party that it could act as that leverage, while it actively sabotages US interests like providing to Iran through a shell. Two birds with one stone.
Quote from: Ksh on July 26, 2020, 05:32:34
US is the only country which can extend its national security law to sanction foreign companies, products & services.
It will definitely kill Phytium, the way it punishing Huawei & Alstom.
An entirely ARM based server chip provider is of no threat to the US, not even of strategic interest.