Apple could buy Huawei 5G modems

Intel, Apple’s preferred supplier, has missed important delivery milestones on 5G modem, according to UBS analyst Timothy Arcuri, but denied by Intel. If so, Apple could turn to Huawei, Engadget suggests, citing a source that sounds like a Huawei leak.

Huawei is now the largest chip designer in China, with sales in the billions. It is actively selling some chips, such as high end TV processors, to others. As far as I know, Huawei hasn’t offered any 5G chips.

Tim Cook would love to buy from China. Apple, Qualcomm, and Broadcom are doing everything they can to persuade the Chinese they are as much a Chinese company as an American one. The kowtowing is clear in the Chinese language press.

The collapse in Apple sales in China dropped their stock value something like US$100B. Of course Trump and friends will scream, which would only help Apple sales in most of the world.

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The primary source on the world’s largest communications vendor.
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The rapidly expanding Huawei Cloud has a full suite of programming tools for VR & AR games. It can serve them as well https://www.yicai.com/news/101275931.html

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Brit Minister Says Huawei No Threat, banned at US request https://huaweireport.com/brit-minister-says-huawei-no-threat-banned-at-us-request/

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Chinese Suggest England is Spying on Huawei https://huaweireport.com/chinese-suggest-england-is-spying-on-huawei/

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Huawei is selling utility-sized battery systems, competing with Tesla.. It buys the batteries from CATL. packages them, and adds electronic controls https://www.huaweicentral.com/huawei-to-sell-large-capacity-battery-for-renewable-energy-in-japan/ It sold a 1300 MWh system in Saudi Arabia

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Huawei will have a 5G model of the new phone, but probably in very limited supply because of the chip blockade https://www.gizchina.com/2022/01/14/huawei-mate-50-has-a-5g-version-with-kirin-9000-soc/

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“Beat CHINA for 5G Act”? Another DC fantasy. By the middle of 2021, China had more 5G phones than the US has people. 430M yearend. They have well over 1M cells. Huawei is the research leader. China Mobile is starting to deploy distributed Massive MIMO, the next big breakthrough

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US unwinnable war on Huawei is now called Alliance for the Future of the Internet. "Like-minded" countries should secure the future of the Internet led by democracies like Iraq & Poland
https://www.politico.com/newsletters/morning-tech/2022/01/13/white-house-resumes-its-internet-alliance-efforts-799850

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Really big story here, including that Huawei is already building chip fabs in 3 cities. All equipment can be sourced from non-US sources except EUV. @ChengTingFang

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Dave

I’ve reported about Huawei since 2004 when they were still unknown in the West. Paul Reynolds of British Telecom told me they were doing exceptional things. They now are twice the size of any other telecom vendor.

Huawei people are extremely competitive, remarkably hardworking, and very, very good at what they do. “No one is perfect,” the butler said, and neither are any companies this size. On balance, they have been at least as honourable as peers in the West.

I have a major conflict of interest. Huawei and other companies have paid my expenses to events and contracted with the research company I did some work with. I will do my best to do accurate reporting.

Editor’s bias. Like most humans, I have biases. My job is to overcome my bias and get close to the truth. Readers deserve to know my biases.
Huawei has earned my respect but I will print a negative story if I discover one.
China has earned my respect for bringing 400 million people away from the edge of starvation. But I also know how many died in 1959 and 1965, as well as the extreme measures the country is taking against those who disapprove of the government.

Reporters: Please scoop me. I am a slow writer and never catch up. I like to get the stories out. Happy to share files and sources.

Companies press people: Sending me info on stories I’m interested in works far better than press releases.

All: Comments and thoughts welcome, on or off the record. daveb@dslprime.com

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