Huawei wins largest share of China Mobile 5G. Datang is back

China Mobile has ordered the first (small) batch of 5G base stations, splitting the 500 units between Huawei (half), Ericsson (110), ZTE (80), Nokia (30), and Datang/Fiberhome (30.)

Datang was the pioneer in TD-SCDMA, the standard developed in China. They have a strong patent position in 5G as well. They fell on hard times and the government merged them with Fiberhome in Chengdu.

Datang has been appearing at meetings but this is the first 5G sale I’ve seen. Fiberhome should not be underrated; they have been competing with Huawei for more than a decade and are still standing.

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Huawei is producing new Kirin chips for low end phones https://www.gizchina.com/2023/03/14/huawei-hisilicon-is-back-set-to-launch-a-new-flagship-kirin-chip/

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Huawei's next chips could be made of multiple parts (Chiplet). Gets around blockade for some things, Well-explained QUALCOMM for AR glasses
@fsideco https://www.eetimes.com/distributed-architecture-puts-the-reality-in-ar/

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New Huawei Watch D beats Apple Watch and Samsung Galaxy Watch with a very small blood pressure cuff https://www.scmp.com/lifestyle/gadgets/article/3205529/how-heart-health-new-huawei-watch-d-beats-apple-watch-and-samsung-galaxy-watch

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Huawei has installed 27500 communication sites in Nigeria - https://www.huaweicentral.com/huawei-has-installed-27500-communication-sites-in-nigeria/

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#Huawei will develop a 1,000MW solar power plant in partnership with Meinery in Ghana to address Africa's energy deficit as discussed at COP27. Renewable energy will be key to the continent's economic, social & geopolitical success. #HuaweiFacts #COP27

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Huawei lost a cloud contract at China;s new mobile network at China Radio and Television. AliBaba bid 20% less.
http://www.cww.net.cn/article?id=5697DEB01E514D719B4D839C5AA673AB Unprofitable prices have led Huawei to pull back on cloud sales. BAT and the telcos are jumping in hard

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Huawei results for the first three quarters of 2022 today. CNY445.8B revenue. USD$62.03B Profit margin 6.1%.
We will keep bringing in top-notch talent and investing in R&D

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Huawei is finding a way to sell 5G phones

https://www.gizchina.com/2022/10/21/huaweis-new-5g-smartphone-gets-certified-supports-5g-embb-technology/

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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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