Turbotodd

Ruminations on tech, the digital media, and some golf thrown in for good measure.

Archive for the ‘china’ Category

Telco Turmoil

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The 5G and telco industry whirlwind continues…

Bloomberg reported earlier this week that the U.S. Department of Justice (DOJ) is "leaning against approving T-Mobile’s proposed takeover of Sprint."

Apparently the "remedies" proposed by the wireless carriers earlier this week didn’t go far enough resolve the department’s concerns that the deal risked harming competition.

Next, the FTC won an antitrust case against Qualcomm in the Northern District of California, this just a few weeks after Apple and Qualcomm settled a major patent dispute.

The FTC has ordered a number of remedies to Qualcomm, including that the company must not condition of the supply of modem chips on a customer’s patent license status, and that the company must negotiate or renegotiate license terms with customers "in good faith under conditions free from the threat of lack of access to or discriminatory provision of modem chip supply or associated technical support or access to software," among others.

And not to be left out, the telco vice against China continues today with the U.K.’s chip design firm ARM reportedly in a leaked memo has told its staff it must suspend business with Huawei. A report from the BBC explained that "Arm’s designs form the basis of most mobile processors worldwide" and that the designs contained "U.S. origin technology," and therefore subject to the U.S. trade restrictions.

Written by turbotodd

May 22, 2019 at 9:56 am

Posted in 2019, 5G, china

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On the Verge of a Digital Cold War: Peking Duck (and Cover)

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Man oh man, has this already been a juicy week thus far for tech geopolitical geeks like me.

First, last week, the U.S. Commerce Dept. basically banned all U.S. telcos from doing business with Huawei, but then today has “temporarily eased trade restrictions [on the company] to minimize disruption for its customers.”

Tit, meet Tat.

Specifically, Reuters reported today that Commerce has not granted Huawei a license to buy U.S. goods until August 19th to maintain existing telecoms networks and provide software updates to Huawei smartphones.

This gives telecom operators that rely on Huawei time to make other arrangements.

China’s Huawei founder isn’t taking all this lying down: “The U.S. government’s actions at the moment underestimate our capabilities,” said Ren Zhengfei.

The latest Huawei casualty? Microsoft removed the Huawei MateBook X Pro (one of the best Windows laptops available in the U.S. right now, says The Verge) from its online store — without a Windows license, it’s a brick.

This shit is getting real real and fast!

Which makes me wonder: Who’s holding which cards in this geopolitical poker game with gargantuan stakes? China certainly seems to have the edge (and pricing power) on new 5G technologies, but do they have their own native-built smartphone operating system they can do a hot switchover to lest the Android goes completely dark.

Bloomberg reports that Huawei has indeed, and better yet, has been building its own OS and its own “App Gallery” (lest it need to supplant the Android Play Store).

I f——ing love this industry, and it’s a great time to watch these great powers battle for its future. We might just have ourselves a new space race, and despite the tensions, remember, the space race between the U.S. and the U.S.S.R. Led to more technological innovation in a short 7-8 years than I even care to count (although we’ll leave Tang out of that equation).

Freeze dried ice cream, anyone? It’s time to celebrate!

Written by turbotodd

May 21, 2019 at 4:20 pm

Posted in 2019, 5G, china, huawei

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Brooks and Bran

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Spoiler Alert!

If you haven’t watched the end of the PGA Championship yet on your DVR, I’m about to congratulate the winner, so stop reading this post now.

If you did watch, you know it was one half of the “Smash Brothers” who took his fourth major golf championship inside of 23 months: Brooks Koepka.

Pretty spectactular stuff.

My boss actually called this one, and I couldn’t say I disagreed with him. Brooks seems to be one of those once in a generation players who comes loaded to bear on the golf course, especially at the majors. 

And when I say loaded to bear, I’m talking about insane distance off the tee (but also accuracy in hitting fairways), great up and down (scrambling), and some great putting (which is an area where he has struggled in the past).

Dustin Johnson, the other Smash bro, put on a good run, especially in the middle of the round when Brooks bogied four holes in a row to take his lead to one, but it just wasn’t to be, and Koepka took the Wannamaker for the second year in a row.

Now, the other spoiler alert: GOT. 

If you don’t watch “Game of Thrones” you need to get with the program. Of course, now it’s all over, and as I predicted, Jon killed Dany and Bran became king.

Apparently a lot of folks didn’t like the last several episodes and/or the ending, but it all worked well for me.  Eight seasons is a lot to wrap up such epic storytelling, and I figured after the Drogon Burning Man fest from last weekend, Dany had to go.  And Tyrian convinced Jon, and that was that.

So what does all this have to do with technology?  Everything and nothing.

GOT certainly has everything to do with clashing empires, which is exactly what we’re seeing now with the “Chimerica” tech wars.

Over the weekend, Reuters reported that Google has suspended business with China’s Huawei telco business, for anything “that requires the transfer of hardware, software and technical services except those publicly available via open source licensing.”

That means no more licensing of Android to Huawei.

But what this is really about is the burgeoning big power battle over the evolution of 5G technology — meaning, the U.S. does not want China to be a primary provider of 5G equipment due to concerns around … well, you name it: surveillance, national security, concerns over economic power, technology transfer, etc.

So if Huawei loses in the 5G battle (and I’m not convinced they do, particularly if European and other partners don’t go along with the ‘Merica First 5G battle cry), who wins?

Vendors like Ericsson, HPE, Nokia, Intel, and Qualcomm, certainly. But let’s not forget, their products are typically much more expensive than those from Huawei.

We’ll see if it’s the almighty dollar — or the strengthening renminbi — that ultimately prevails.

 

Written by turbotodd

May 20, 2019 at 2:56 pm

Posted in 2019, 5G, china, golf

Tagged with , , ,

Ok, Cupid, Goodbye “Chimerica”?

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Happy Tuesday.

The U.S. markets are experiencing slightly less turbulence today than they were yesterday. Maybe the Trump Put is on after all?

If so, that could very well lead to an upsurge in online dating!

In which case, Match.com has your back.

According to a report by Engadget, Match is now offering some human assistance for online daters in the form of “AskMatch,” a service that will connect its paid users to a dating coach for a chat on the phone.

“Match’s mission has always been around relationships and bringing people together. We want to go beyond just being an app on your phone,” said Match CEO Hesam Hosseini in an interview with Engadget. Match users will be able to find the option to “Talk to a coach” under the “Discover” area of the app. If selected, Match will connect you to one of its dating experts for a phone conversation. After the phone call, you can update your coach through the app with any progress you’ve made or ask further questions. 

Hosseini points out that there’s still plenty of room for us humans after all, and that the machines and algos can’t take over everything.

“Automation is great, but it’s not for everything–especially when it comes to relationships and love,” said Hosseini. While it’s doubtful that dating coaches will solve the bigger problems with online dating fatigue — chatting with a human person may help some users find clarity.

Meanwhile, the Chinese owner of Grindr, Beijing Kunlun Tech Co., released a statement indicating its being forced out of the gay-dating app game and will be required to sell Grindr by June 2020 under an agreement with U.S. officials.  

And Kai-Fu Lee, whose most recent book I would argue is a must read for anyone wanting to understand the coming AI revolution, is apparently also feeling the U.S./China trade pinch.

Lee had already left his Sinovation U.S. office last year, and now, according to CNBC, has “pulled back alongside many other Chinese investors who are struggling to put money to work in the current political environment.”

So much for “Chimerica,” you say?  

I’d say, China and the U.S. are heading down the wrong path. While trade agreements and disputes around intellectual property and related issues certainly need to be worked on to mutual benefit, a full on Chinese-American Cold War is exactly what we don’t need.

Written by turbotodd

May 14, 2019 at 2:14 pm

Some iPhone Models Banned In China

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Happy Monday.

Axios is reporting that a Chinese court has banned the sale of a number of recent iPhone models “citing infringement of two Qualcomm patents.”

Axios writes why this matters:

The preliminary injunction blocks the sale and import of iPhones into China, but not the manufacture or export of the devices, so the direct impact is limited to the domestic Chinese market. Still, it represents a significant disruption to Apple’s business and could bring the two parties to the negotiating table in their long litigation war.

The injunction prevents the sale and import of the iPhone 6s, 6sPlus, 7, 7 Plus, iPhone 8, 8 Plus and iPhone X. 

Apple’s response: 

“Qualcomm’s effort to ban our products is another desperate move by a company whose illegal practices are under investigation by regulators around the world. All iPhone models remain available for our customers in China. Qualcomm is asserting three patents they had never raised before, including one which has already been invalidated. We will pursue all our legal options through the courts.”

And Qualcomm’s:

Apple continues to benefit from our intellectual property while refusing to compensate us. These Court orders are further confirmation of the strength of Qualcomm’s vast patent portfolio.”

Meanwhile, Kara Swisher writing in The New York Times pulls back the camera and asks the question, “Can the U.S. Stop China from Controlling the Next Internet age?”

Rhetorical???

Written by turbotodd

December 10, 2018 at 9:55 am

Posted in 2018, apple, china, iPhone

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Apple’s Price Hike, China’s DRAM Scam

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This week’s was the first Apple event I haven’t watched in quite some time.  Maybe years.

Is my love affair with Apple products over?

No, if anything, quite the opposite.

I use quite a number of Apple products.  

I just tend to hang on to them.

My 2011 Apple MacBook Air still works fine, albeit a little more slowly.

I love my AirPods (how’d we ever live without those!?)

And a few months ago I bought a used iPhone 7 Plus on Gazelle, and that was a big upgrade in terms of screen size and storage from my SE.

No, I just don’t need any more Apple stuff (new or otherwise), and I’m not the only one.

People aren’t upgrading as much as they used to, and that’s been particularly the case for the iPhone.

Which is likely why as part of this week’s announcement, the prices rose for both the new MacBook Pro and the MacBook Air (to $1,299 and $1,199 respectively).

Not outrageous hikes, and considering that a high-end iPhone can now cost as much or more as the MacBook Air…I guess it all depends on how you view it and what you need. Apple reports its latest earnings today after market close.

Meanwhile, there’s another story that appeared on the horizon, which was that a Chinese state-owned company was charged with conspiring to steal trade secrets of U.S. chipmaker Micron Technology Inc. 

According a report from Bloomberg, Fujian Jinhua Integrated Circuit Co. and Taiwan’s United Microelectronics Corp. were indicted in California along with three individuals.

These indictments come just as Attorney General Jeff Sessions apparently “plans to announce Thursday a new initiative to respond to Chinese efforts to obtain American technology and trade secrets.”

Bloomberg writes that Micron is the only U.S.-based company that manufactures dynamic random-access memory, or DRAM, and that China didn’t possess DRAM technology before the alleged theft.

Written by turbotodd

November 1, 2018 at 1:13 pm

Posted in 2018, china

Tagged with , ,

Well That Was Quick

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Well it was just yesterday that The New York Times was reporting it looked as though Facebook might be making new inroads into the Chinese market.

Then, overnight, the Times further reported that a Chinese government database, which had shown Facebook had gained approval to open a subsidiary in Zhejiang province, no longer had a record of the registration.

Now the approval has been withdrawn, according to a person familiar with the matter who declined to be named because they were not authorized to speak on the record.

And the Times wrote that the move doesn’t bode well for Facebook’s Chinese renaissance:

While the about-face does not definitively end Facebook’s chances of establishing the company, it makes success very unlikely, the person said. The decision to take down the approval, the person added, came after a disagreement between officials in Zhejiang and the national internet regulator, the Cyberspace Administration of China, which was angry that it had not been consulted more closely.

Facebook back in China?  Don’t hold your breath.

Written by turbotodd

July 25, 2018 at 10:49 am

Posted in 2018, china

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