Respect for Ryan Ding

Huawei and its people have earned enormous respect from the top tech people at carriers around the world. I first reported Huawei in 2004 after Paul Reynolds of BT shared his enthusiasm. As other telco leaders worked with Huawei, many found a strong partner.

“Huawei vice-chairman Ding Yun – better known to the worldwide industry as Ryan Ding – died of a suspected heart attack within hours of completing the Beijing marathon on Thursday,” Alan Burkitt-Gray writes. He reported an outpouring of sentiments from Europe.

Olaf Swantee, former CEO of Orange and EE in the UK, and of Sunrise in Switzerland, wrote on LinkedIn: “We met for the first time in early 2012 when we laid plans to transform the UK’s mobile infrastructure by launching 4G. From the beginning, he inspired me with his incredible energy, technical know-how, and project management skills.”

Enrique Blanco, director of systems and networks at Telefónica, wrote: “A huge professional. I received with sorrow and astonishment his death. My condolences to his family and the Huawei family. The world of telecommunications is today in mourning.”

BT’s CTO Howard Watson added: “Really sad to hear of Ryan’s premature passing. I agree that without the amazing early relationship the EE network would not be where it is today.”

https://www.capacitymedia.com/article/2aqgrgxwz0hfw7z8ji8sg/news/industry-leaders-mourn-death-of-huawei-vice-chairman-ryan-ding

I share their sorrow.

Britain’s Spy Chief Says Europe, US behind Huawei

A big boost to Huawei although not quite true. Ericsson, by concentrating on 5G, has equally good equipment. Many people think Apple phones are better than Huawei because of the software. Nokia, Cisco, and Juniper make fully competitive switches and routers. The Hong Meng operating system is remarkable, but so is Android. Sir Jeremy Fleming is the Director of the Government Communications Headquarters,  England’s spy agency.

From the New York Times:

The United States and its European partners have yet to offer truly competitive alternatives for much of the company’s networking equipment, officials from many countries say. “We have to be able to provide alternatives,” Mr. Fleming said. When pressed on whether Europe and the United States had provided those alternatives in the years since the campaign against Huawei gained traction, he acknowledged, “No, we don’t.”

David Sanger interview
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“Africa & Latin America, it’s all Huawei”: End-to-end manufacturing drives the cost down

A rival tells me how hard it is to compete with Huawei because they manufacture so many products. “We had a good opportunity at one customer. Our software is just right for them.

“They wanted to buy a complete system. We bundled our software with $4 million of equipment and bid aggressively at $7 million. Huawei came in with a bid of $4 million for hardware and software combined. They manufacture their own servers at a much lower cost than he could buy servers.

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Huawei Report Stupidly Shut Down by Facebook

Without any cause, Facebook took down the page for Huawei Report. There was no indication of how we “violated Facebook’s terms of service,” and there is nothing there that would seem to.

There’s no evidence that a human being even looked at the page. Presumably, some algorithm saw many references to China or something similar and did this automatically.

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Chinese Suggest England is Spying on Huawei

The evidence is so weak I normally wouldn’t report something like this. But this is exactly the kind of thing spy agencies do. MI5 is not going to officially confirm anything.

The official China Daily quotes Kishore Mahbubani, a former Singaporean diplomat who was President of the United Nations Security Council:

According to a business executive from the UK said his country had planted its intelligence officer in Huawei and “scrubbed everything”, and confirmed “Huawei was not a threat to us”.

China Daily
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Bloomberg: Huawei Infiltrated, Used By Chinese Spies

Most of the claims against Huawei are fabricated, as you’d expect when spies are involved on both sides. But a Bloomberg article by Jordan Robertson and Jamie Tarabay has enough intriguing details to suggest at least a plausible claim.

A decade ago, a software update from Huawei contained malicious code that worked much like a digital wiretap, reprogramming the infected equipment to record all the communications passing through it before sending the data to China.

It only worked for a few days and then self-destructed. That’s consistent with a spy agency testing an exploit.

The careful reporting, based on 7 sources within allied security agencies, concluded

China’s spy services were behind the breach, having infiltrated the ranks of Huawei technicians who helped maintain the equipment and pushed the update to the telecom’s systems. … American intelligence agencies that year confirmed a similar attack from China using Huawei equipment located in the U.S.,

Bloomberg

From which I infer that Huawei’s corporate management did not approve the action. The Bloomberg headline, Chinese Spies Accused of Using Huawei in Secret Australia Telecom Hack, suggests the same conclusion.

Huawei’s leadership has repeatedly said they have not and will not cooperate with Chinese spying. Ren and others have almost certainly lived up to that; the $100 billion Five Eyes security apparatus would have found evidence.

Cisco was similarly involved in espionage, apparently inadvertently.

Routers built for export by Cisco (and probably other companies) are routinely intercepted without Cisco’s knowledge by the National Security Agency and equipped with hidden surveillance tools.

https://www.infoworld.com/article/2608141/snowden–the-nsa-planted-backdoors-in-cisco-products.html based on Snowdon leaks

John Suffolk, Huawei’s global cybersecurity officer, told the reporters, “no tangible evidence has ever been produced of any intentional wrongdoing of any kind.”

Bloomberg noted that

The NSA had already penetrated Huawei’s corporate networks in China, looking for evidence of any links between the company and China’s military, according to documents leaked by former NSA contractor Edward Snowden and published in news articles in 2014. Under a program called Shotgiant, the U.S. monitored e-mail accounts belonging to Huawei employees including Ren, the company’s founder. NSA also looked for ways to exploit Huawei products in Chinese-built networks in countries considered high-priority intelligence targets, including Afghanistan, Cuba, Iran, Kenya and Pakistan, according to the documents and articles. 

https://www.spiegel.de/international/world/nsa-spied-on-chinese-government-and-networking-firm-huawei-a-960199.html

We live in a world with spies, few if any as ubiquitous as the United States

Senator Cotton: extraordinary expansion of Huawei Cloud

Huawei’s Cloud is growing faster than Amazon, Microsoft, or Google, Iain Morris writes. He cites U.S. Senator Tom Cotton on growth in

“Egypt, Indonesia, Malaysia, Mexico, Saudi Arabia, Turkey, and the United Arab Emirates.   In addition, Huawei’s cloud services revenues reportedly rose by almost 170 percent in 2020.  This accelerating revenue stream threatens to undermine U.S. efforts to curtail Huawei’s power, influence, and financial strength.

I think Cotton is a little high on Huawei Cloud growth, but the company doesn’t release Cloud sales. I can confirm much of the growth, but it’s good to have confirmation from the NSA, presumably Senator’s Cotton’s source.

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+116% Huawei China Cloud ?$7B 2021

Canalys estimates Huawei had 20% of the Q1 $6B China Cloud market. That’s behind Alibaba but ahead of Tencent and Baidu. If growth continues, Huawei’s China Cloud revenues will be $1.5-2.5 billion yearend and likely over $10 billion in 2022.

Huawei is also expanding rapidly in South Africa, Singapore, Mexico, Brazil, and across the global South. A $5 billion/quarter run rate is plausible by the end of 2022. Canalys sees Huawei as particularly strong in government and automotive markets, both growing rapidly.

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HarmonyOS launch looking good

First 45 minutes of press conference live tweet

Distributed OS uses Service Widgets across all devices including those with very little memory #huawei #harmonyOS live tweet Follow @huaweireport for independent reporting This is remarkable

Huaweireport @huaweireport3m

OpenHarmony 1.1.0 LTS version is officially released openatom.org/#/content/99b6… #huawei #harmonyOS live tweet Follow @huaweireport for independent reporting

Huaweireport @huaweireport6m

Extensive security and authentic features #huawei #harmonyOS live tweet Follow @huaweireport for independent reporting

Huaweireport @huaweireport7m

Harmony has features for maintaining App state and reduce performance hits from multiple apps #huawei #harmonyOS live tweet Follow @huaweireport for independent reporting

Huaweireport @huaweireport10m

Claims better performance than Android UI, which degrades over time #huawei #harmonyOS live tweet Follow @huaweireport for independent reporting

Huaweireport @huaweireport14m

Atomic services can have widgets and icons across devices #huawei #harmonyOS live tweet Follow @huaweireport for independent reporting

Huaweireport @huaweireport14m

Google, Amazon, and Apple megabillion dollar battle for controlling our homes now will compete with Huawei OS. Harmony has original features but also needs many more features #huawei #harmonyOS live tweet Follow @huaweireport for independent reporting

Huaweireport @huaweireport17m

#huawei #harmonyOS live tweet Follow @huaweireport for independent reporting

Huaweireport @huaweireport20m

Distributed application framework. One app to control them all, from anywhere #huawei #harmonyOS live tweet @huaweireport

Huaweireport @huaweireport22m

Partners gadgets connected via control for “superdevices” #huawei #harmonyOS live tweet @huaweireport

Huaweireport @huaweireport24m

Instructions from recipe to smart ovens, shopping apps, refrigerator organizer, nutrition app. Lots to come in health #huawei #harmonyOS live tweet @huaweireport

Huaweireport @huaweireport27m

No apps needed to connect (appropriate) smart device. 90% don’t use devices with app. #huawei #harmonyOS live tweet @huaweireport

Huaweireport @huaweireport29m

MeeTime call on phone and TV. Or on PC. #huawei #harmonyOS live tweet @huaweireport

DavesNews @DavesNews33m

Bryan and all: For two years Huawei has been saying that Harmony is based on the open source version of Android. So the resemblance is not news. #huawei #harmonyOS live tweet @huaweireportBryan Ma @bryanbma

Can’t help but wonder at the resemblance to iOS 🤔#LiveSmartWithHuawei

Huaweireport @huaweireport36m

Can easily play music from phone on speakers. #huawei #harmonyOS live tweet @huaweireport

Huaweireport @huaweireport38m

Harmony OS Control Panel runs everything. Demo’d on phone. I’m sure soon on Amazon-like home units #huawei #harmonyOS live tweet @huaweireport

Huaweireport @huaweireport39m

Autoconfigue very powerful home network, sharing stylus, printer, keyboard & more if you use Huawei devices #huawei #harmonyOS

Huaweireport @huaweireport42m

Distributed architecture can work on 128K #huawei #harmonyOS

Huaweireport @huaweireport42m

One as all. All as one #huawei #harmonyOS

Huaweireport @huaweireport45m

Live tweeting #Huawei #HarmonyOS Leaving no one behind in the digital world. Remarkable animation to begin

Huawei can second source 400 Gbps optical in China

Hengtong

Hengtong, a fiber and power equipment manufacturer in Suzhou, announced volume production of a 400 Gbps silicon photonic transceiver. (Below.) The company sales in 2020 are US$4 billion, including fiber, power cables, and a marine division it bought from Huawei a year ago.

The 400G QSFP-DD DR4 is a high-performance, state-of-the-art module delivered as a very small quad (4-channel) small form-factor pluggable unit. It is comparable to the best of Cisco and Arista.

China is no longer dependent on the U.S. for any components. It does need Taiwan or Korea to produce the most advanced chips, required for mobile phones. Taiwan in turn is dependent on ASML in the Netherlands for EUV equipment, not the U.S.

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Q1 Phone sales down >30%

“2021 will be another challenging year for us, but it’s also the year that our future development strategy will begin to take shape,” said Eric Xu, Huawei’s Rotating Chairman. Huawei generated CNY152.2 billion in revenue, a 16.5% decrease year-on-year. The Network Business continued to grow. It wasn’t officially announced, but consumer products other than phones probably increased sales. The fitness tracker, earbuds, and watches are winning strong reviews.

Phones have been about half of Huawei sales. I infer the 16.5% overall sales fall resulted from a 30-40% fall in phone sales. Other lines of business will soon replace phones, including cars and cloud.

Huawei will survive and has a clear plan to thrive after a hard year or two. It has $40 billion in the bank and if needed essentially unlimited support from the government. It would be smart for the US to end the war but unlikely. Powerful Democratic Senators Schumer and Warner have joined with Republicans. Bideon is unlikely to take this on until after the November 2022 elections.

Ren has called on the spirit of Shangganling and Huawei’s people are responding.

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