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Everyone knows the $100B/year US security apparatus taps almost the entire Internet. Friendly governments help from Australia to Canada to France. Companies like AT&T, Ericsson, Verizon, and Nokia obviously cooperate.
The NSA assumes that China is attempting to do the same and that Huawei as a Chinese company will provide assistance. The evidence suggests otherwise.
Huawei is the primary opponent of US security. Hundreds of expert agents have been looking for evidence of Huawei spying. They haven’t found anything. The dog hasn’t barked. Almost certainly, little or nothing is going on.
Could it be that Huawei’s offence is not cooperating with US spying, unlike Nokia & Ericsson? I have no evidence, but it’s a plausible inference.Continue reading
Custom chips run faster, draw less power, and need less cooling. It’s standard practice to use reprogrammable FPGA’s during test and low volume production. Nearly all designs move to custom when they reach enough volume, 10’s or 100’s of thousands.
Huawei has now shipped 400,000 5G base stations. That it is switching to dedicated chips normally wouldn’t be worth a story. However, experienced analyst Joe Madden told a major newspaper the Europeans wouldn’t be happy with the new units. I see no evidence Europeans carriers are pulling back from Huawei. Two confirmed to me they will happily buy the Huawei radios without the US parts.Continue reading
Tom Marzetta introduced Massive MIMO in his classic 2010 paper, Noncooperative Cellular Wireless with Unlimited Numbers of Base Station Antennas. Huawei has now shipped 200,000 4G MM radios and 400,000 5G radios. All 5G systems to date are designed for Massive MIMO.
In 2014, Tom told me to expect systems in four or five years. So I was startled to discover ZTE and Huawei shipping MM systems in 2016. I believe I was the first to report that China Mobile was buying 4G MM from Huawei. Huang Yuhong of China Mobile told me to expect MM would deliver about three times the capacity.
Although Marzetta invented MM at Nokia Bell Labs, Nokia did not ship until 2018. Ericsson and Samsung also began deliveries in 2018. The Chinese are clearly ahead.
Huawei announced their third generation of MM at their Zurich event, with improved software/algorithms. Ryan Ding told us Huawei employs 700 mathematicians, surely more than competitors.Continue reading
U.S. companies were selling $11 billion a year of parts to Huawei before the blockade. Losing those sales is just the start of the damage. Every other Chinese and Russian company is making sure to find non-US suppliers. The U.S. has threatened India and Turkey with sanctions as well.
As other companies replace US components, the impact will be tens of billions more than the $11 billion of Huawei suppliers. Redesigning mobile phones and other products can take from three months to three years, so sales will be lost over time.
The relative decline in sales at Qualcomm and Broadcom suggests they are seeing other customers are cutting back, not just Huawei. That isn’t certain yet, however.
European companies are considering similar self-protection. A very senior German engineer tells me German companies in automotive and electronics are also designing out components only available from the US. Given how few electronic products are produced and manufactured in the US, the ultimate impact can be huge.Continue reading
Huawei has developed custom chips that replace the FPGAs previously bought from US companies Xilinx and Intel/Altera. Those were the only major components of 5G cell site radios that were hard to source in Asia. Huawei has shipped 200,000 5G radios in 2019 and is ready to produce 1,500,000 or more in 2020.
“We carried out the testing in August and September, and from October on we will start scale production,” according to Ren. Reuters also reports Huawei’s Will Zhang believes,” the performance of the U.S.-free base stations was ‘no worse’ and the company ‘has had positive surprises’”.
FPGAs are semi-custom ships that replace multiple chips on a circuit board. They are slower and use more power than a custom-designed chip, so mostly are used for first trials and short runs.
It takes several months and costs millions to produce a dedicated chip. The industry practice is to switch from FPGA’s when the design is set and tens of thousands of units need to be produced. ZTE also has a dedicated chip; Nokia and Ericsson are rumored to be working on same.Continue reading
Ren Zhangwei tells the Economist and the NY Times he is prepared to give the US essentially everything the President has asked, including the crown jewels: the complete design and source code of Huawei’s 5G system. Ren
would license the entire Huawei 5G platform to any American company that wants to manufacture it and install it and operate it, completely independent of Huawei.
This actually would be a brilliant move if the US buys in. (Unlikely.) Huawei has no chance to make significant sales in the US, as the Democrats and Republicans compete on who will “be tougher” on China. A 10-25% royalty – which is cheap for the complete system design – would bring Huawei $billions more than it would otherwise earn in the US.
Any deal would be a boost to US manufacturing, speed 5G deployment, and provide a good answer to any security issues. It remains unlikely for US political reasons.Continue reading
Huawei is far ahead of all rivals in surveillance using artificial intelligence, according to the Carnegie Endowment. (Larger image below.) IBM, Cisco, and Palantir combined are in 26 countries. Hikvision is in 15 countries, NEC in 14. Nearly all of those 75 countries are doing facial recognition. No one reading this needs me to add my opinion to the data.
Steven Feldstein discovered, “Liberal democracies are major users of AI surveillance. The index shows that 51 percent of advanced democracies deploy AI surveillance systems. In contrast, 37 percent of closed autocratic states, 41 percent of electoral autocratic/competitive autocratic states, and 41 percent of electoral democracies/illiberal democracies deploy AI surveillance technology1 Governments in full democracies are deploying a range of surveillance technology, from safe city platforms to facial recognition cameras.”Continue reading
Uplink 5G is severely limited by the small antennas and relatively modest power in a mobile phone. Typical wireless networks have some unused spectrum in lower frequencies assigned to uplink, but it’s been difficult to use that spectrum to add to 5G uplink capacity.
Adding more uplink bandwidth to the signal has not been trivial. The 5G mid-band and mmWave use TDD (Time Division Duplexing.) TDD switches between upstream and downstream in the same spectrum. Lower bands use FDD (Requensy Division Duplexing.) FDD uses different frequency bands for upstream and downstream.
The claimed result: 5G uplink performance improved 20% to 60% near the cell site. Uplink doubled or more at the edge of the cell.Continue reading
Huawei’s new Atlas 900 cluster for AI processing ran the ResNet-50 test in 59.8 seconds. Ken Hu claims that is 10 seconds faster than the previous record. At Huawei’s big Connect 2019, Hu offered
We’re making it available at a great discount for universities and research institutes around the world. If you’re interested, go ahead and apply now – we’d love to have you try it out.
I’m sure that’s a genuine offer; no company has been more generous with basic research than Huawei and its US$17B R & D budget. The inhouse developed operating system, a major achievement, will go open source in a few months. Google, Facebook, Microsoft, and Baidu have the capability, but few other non-classified entities.Continue reading
Arm continues to comply with the guidelines set forth by the U.S. Commerce Department. Under those current guidelines, Arm cannot license any IP subject to U.S. export controls to HiSilicon unless granted an export license by the US Commerce Department. However we are not providing any details on which Arm IP products are subject to U.S. export controls.