Turbotodd

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

Posts Tagged ‘huawei

A Fork in the Smartphone Road

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Well, the Chimerica trade and technology war has been taken to new heights over the weekend, both in terms of policy and in global markets.

After President Trump raised the tariffs on China again, this time 10% on $300 billion in Chinese imports not covered by earlier rounds of tariffs on China, China is retaliating with both active and passive measures.

Passively, China is refusing to prompt up the devaluing Chinese currency, the yuan, allowing it to break through 7 against the dollar for the first time since prior to the Great Recession.

Actively, the Chinese Customs Tariffs Commission of the State Council has not ruled out import tariffs on newly purchased U.S. agricultural products after August 3 (this past Saturday).

While the American and Chinese leaders continue with their Great Game of Trade Chicken, Chinese state media has made an interesting announcement: That Huawei is testing a $288 smartphone running its self-developed HongMeng OS, which Reuters is reporting could go on sale later this year.

Could this eventually lead to a global fork in the smartphone OS market, which is currently largely dominated by Google’s Android (and on which most Chinese smartphones are based)?

Probably not in the short term, but longer term…?

Written by turbotodd

August 5, 2019 at 2:38 pm

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

Tagged with , , ,

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