Yoshida: “The race to 5G technology has been already won by Huawei.”

Junko Yoshida at EE Times is one of the half-dozen best tech reporters in the world, not given to careless comments. I do think she is a little ahead of herself because it is still early, but I respect her point of view.

Huawei is generally at the top of the heap, but Ericsson is actually ahead in some aspects. Ericsson has also made the decision to match Huawei’s prices on major bids.

Total worldwide sales this year should be between 200,000 & 350,000 radios. Next year, over a million radios are likely to be sold. Much is still to happen. That said, it is hard to see how anyone can catch up to Huawei and its US$15 billion research budget.

Between 35% and 50% of 5G cells in the next two years will be installed in China. Huawei will get at least 40% of the volume, Ericsson 10% or less.

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BBC uses unproven claims by U.S. gov agents

Nokia is scrambling not to lose US$2 billion a year of sales in China. CTO Marcus Weldon stuck his foot in his mouth at the BBC, making much of an obviously biased report about Huawei security.

The claim, “In virtually all categories we studied, we found Huawei devices to be less secure than comparable devices from other vendors,” was made by an outfit called Finite State. They are contractors to the U.S. security forces and some are former employees.

Marcus piled on thoroughly unproven claims of Huawei security problems. Huawei’s software has some problems. So does all software, including that of the U.S. National Security Agency.

Once the U.S. decided to go to war against Huawei, of course a massive propaganda and disinformation campaign began. Truth is always the first casualty of any war, and the CIA has specialized since 1947 in “presenting the U.S. position in a form that is most convincing.”

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Google Pixel 4 copies Huawei Mate 20 – from last year

“Huawei pretty much had an extremely similar design for its Mate 20 series last year,” writes Tegan Jones at Gizmodo.

Huawei Mate-20 2018

Huawei Mate-20 2018

“I was again reminded of a Huawei product, this time the Mate 20 Pro of last year, which had the same square camera module filled with lenses.” Vlad Savov confirmed, adding, “When Google announced its new interface gestures in Android Q, I got a sense of déjà vu, because I’d already seen them in Huawei’s EMUI”

Google is ahead in many things, Huawei in others.

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Huawei 5G videos for geeks

Peter Clarke, a medical student with a hobby, visits telecom sites in England and shoots videos. Along the way, he provides more technical detail on 4G and especially 5G than any other source I know.

Clarke’s second video is from Yorkshire.

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Vodafone turns on Huawei in Spain

Vodafone didn’t release speed or coverage but has something in 15 cities in Spain. The network is Huawei, although for now they are not expanding Huawei in the core network. The available phones are Samsung, LG, and Xiaomi, but not Huawei.

Vodafone has 90 MHz of spectrum at 3.5 GHz, which should deliver customer speeds of 100-500 Mbps. Voda only provides the meaningless comment “up to 1 gigabit.” Coverage is “15 cities” without detail.

Vodafone has also turned on some radios in Italy and will turn on some in England on July 3. I have friends at Voda who are very satisfied by Huawei service and support.

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Huawei’s Ark probably is better than Android

Dr Wang Chenglu has written an outstanding account of how he led the development of Huawei’s alternative to Android. He strongly believes that replacing Android’s Linux file system with f2fs seriously speeds up the system. The Ark just-in-time compiler appears well optimized.

Android started in 2005, using Linux, a system designed for desktops. Because so many phones were using Android, major changes are hard to make. By the time Huawei began the project now called Ark/Hong Meng in 2012, the technology had improved.

The Huawei team identified dozens of ways Android could be improved and gradually implemented them. I’ve no ability to test them, but the choices Wang made correspond to some of the best thinking on operating systems.

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China will pass everyone, U.S.-Huawei war won’t stop it (First look)

China just officially launched “commercial” 5G service, moving up the date from October 1st. The three Chinese giants previously disclosed plans for 90,000-150,000 cell sites in the fall. In comparison, British Telecom projects only about 2,000 cells in 2019. China soon also will pass the U.S., where most telcos have so few 5G sites active they won’t release the number.

Russia’s Sputnik, Britain’s Financial Times, and other Western media speculate without evidence that the U.S.-Huawei ban will hold back the Chinese. Very few key components can only be sourced in the U.S.

Fortunately, almost everything needed for a 5G network is available outside the U.S. or replaceable. 90% of the components used for Huawei’s 5G are not exclusive to U.S. vendors.

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Chinese memory chipmakers closing the gap

Trendforce/DRAM Exchange projects Yangtze Memory Technologies will be producing 64 layer flash memory chips by the end of 2019 and 128 layer by the end of 2020. Samsung expects to lead the pack to 128, shipping in the first quarter. Others will be later in the year.

YMTC will give Huawei a domestic source of memory chips, essentially during the U.S. trade war. YMTC is part of the Tsinghua Unigroup that also controls the Unisoc fabless semiconductor company, which recently announced a 5G chipset to be produced at TSMC around yearend.

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Huawei has reverse engineered ARM: He Hezhen

Academician He Hezhen is quoted, “Huawei has actually mastered the design of ARM and the modification of the architecture.” There is no official confirmation Huawei is far along. If He is correct, it would be a remarkable achievement.

ARM designs may have over 100,000,000 transistors. Over two decades, hundreds of ARM engineers have created the most power efficient designs in the world. It would be a miracle if Huawei had reproduced them in less than a year or two. Essentially every mobile chip from Apple to ZTE starts with ARM cores for the basic processing.

In development since 1983, the ARM computer design is generally considered the best combination of low power and high performance. The instruction set and interfaces are well-defined, but the internal workings are kept closed.

Huawei’s license on the current ARM versions continues, so the chips this year are only minimally affected. Apparently fearing the current ban, Ren decided several years ago to create Huawei’s own version.

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Huawei “the premier company to provide the equipment for the base of the internet”

Actually, that’s exaggerated. Huawei is an extraordinarily able company. So is Ericsson. In 2011, Samsung’s Jerry Pi wrote An introduction to millimetre-wave mobile broadband systems. It was the first paper that suggested mmWave for home systems and they remain a pioneer. Cisco is winning contracts for network cores.

CEO Börje Ekholm is right to be angry “that there is a myth that we are behind in 5G roll-out and 5G technology.” Ericsson and Huawei are neck and neck when going for contracts. Huawei is ahead in some things; Ericsson in others.

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