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Debra KaufmanApril 27, 2020
The Federal Communications Commission approved in a 5-0 vote that 6GHz Wi-Fi can be used by consumer electronics and industrial sensors for manufacturing. The FCC stated that the innovations possible with the high-speed Wi-Fi will help the U.S. become the leader in 5G. Under chair Ajit Pai, the FCC has modified use of the spectrum to accommodate the demand for mobile signals — and Wi-Fi already carries most mobile traffic. With the new Wi-Fi spectrum, next-gen devices will enjoy faster, more reliable connections. Continue reading FCC Approves Use of 6GHz Wi-Fi for Consumer Electronics
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Debra KaufmanApril 23, 2020
On April 13, Broadcom vice president of sales Nilesh Mistry warned clients that the lead time for ordering parts has now grown to at least 26 weeks due to breakdowns in the supply chain. At Broadcom, which makes components for Apple iPhones, the typical lead time for deliveries had been two-to-three-months. Mistry explained that lockdowns in factories in Malaysia, Thailand, Singapore and the Philippines were “closing or severely restricting business operations.” Anything ordered now won’t arrive until the holiday season. Continue reading Broadcom Warns of Slowdown Due to Supply Chain Troubles
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Debra KaufmanMarch 3, 2020
When the Commerce Department banned U.S. manufacturers from selling chips to China’s Huawei Technologies, that company increased its own chipmaking capacity in its semiconductor company HiSilicon. According to U.S.-based Huawei executive Tim Danks, in Q4 the company shipped more than 50,000 5G base stations embedded with its chips, about 8 percent of all base stations it sold up to February this year. Danks reported that, although Huawei is ramping up HiSilicon efforts, it intends to return to U.S. technology when possible. Continue reading Huawei Increases Use of Its Own Chips in 5G Base Stations
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Debra KaufmanDecember 3, 2019
In the wake of the Trump administration’s ban on the sale of U.S. technology to China, smartphone manufacturer Huawei turned to other sources. UBS and Fomalhaut tore apart the Chinese company’s Mate 30, which debuted in September, and determined it did not contact a single U.S. component. U.S. companies Intel and Qualcomm, among others, were prevented from shipping chips and other smartphone technology. Secretary of Commerce Wilbur Ross began granting export licenses for some goods to be shipped to China last month. Continue reading Huawei’s New Flagship Smartphone Contains No U.S. Parts
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Debra KaufmanNovember 5, 2019
The Committee on Foreign Investment in the United States (CFIUS) is conducting a national security review of Chinese company ByteDance’s acquisition of Musical.ly, in November 2017, for $800 million to $1 billion. ByteDance merged Musical.ly, an app popular among teens for making karaoke videos, with its similar service TikTok. Over the past year, TikTok has been downloaded 750+ million times, and U.S. lawmakers are concerned about its growing influence. One source said the U.S. has evidence TikTok sends data to China. Continue reading U.S. Investigates TikTok App Based on Security Concerns
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Debra KaufmanAugust 28, 2019
Chip manufacturer GlobalFoundries requested the U.S. International Trade Commission impose an import ban on Taiwan Semiconductor Manufacturing Company (TSMC), part of a multi-front attack. An import ban would impact iPhones, Lenovo laptops and other electronic devices. The company has also filed 25 complaints in courts in the U.S. and Germany, alleging that TSMC violated 12+ patents for chips and chipmaking methods. Apple, Google, Qualcomm, Cisco Systems, Nvidia, Broadcom, Xilinx, Lenovo and Motorola are also named in the suit. Continue reading GlobalFoundries Claims Taiwan Chip Giant Violated Patents
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Debra KaufmanJuly 26, 2019
Apple, Broadcom, Facebook, Google, HP, Intel, Marvell, Microsoft and Qualcomm are all petitioning the FCC to approve a Very Low Power (VLP) category of Wi-Fi, which would allow them to take advantage of the FCC’s recent opening up of the 6GHz band for unlicensed activity. VLP would enable short-range, point-to-point connections between two devices that travel below a specific power threshold (14 dBm EIRP); they say they can deliver 2Gbps at a distance of three meters — and that VLP is necessary for the proliferation of 5G. Continue reading Tech Companies Join Forces to Ask FCC For Faster Wi-Fi
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Debra KaufmanJuly 9, 2019
At the Group of 20 meeting in Osaka, Japan, President Trump stated that U.S. products can again be sold to Huawei Technologies, allowing the Chinese tech company to buy the U.S. components it needs to stay afloat. Trump added, however, that his move does not lift the ban on goods related to national security. Much of the U.S. concern about Huawei has centered on claims that its products are security risks, and the Commerce Department has been hesitant to remove Huawei from its blacklist. Today, commerce secretary Wilbur Ross said the U.S. will issue licenses for companies wanting to do business with Huawei as long as there is no threat to national security. Continue reading G20 Summit: President Trump Partially Lifts Ban on Huawei
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Debra KaufmanJune 25, 2019
In advance of a meeting between President Trump and President Xi Jinping during the G20 summit in Japan, the Commerce Department added four Chinese companies and one Chinese institute to a blacklist that prevents them from buying U.S. tech products without a waiver. Those “entities” are Sugon (a leading supercomputer manufacturer); microchip makers Higon (AMD’s Chinese joint-venture partner), Chengdu Haiguang Integrated Circuit and Chengdu Haiguang Microelectronics Technology; and the Wuxi Jiangnan Institute of Computing Technology. Huawei was added to the list in May. Continue reading Ahead of G20, U.S. Adds Chinese Tech Entities to Blacklist
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Debra KaufmanJune 17, 2019
The U.S. government banned Huawei Technologies to target the company’s 5G telecom equipment, but it’s also had the unintended consequence of crippling the Chinese company’s smartphone business. Huawei is the manufacturer of the world’s No. 2 smartphone, and its business will likely be affected without access to components and software. The ban is also expected to impact other companies, including U.S.-based Broadcom, which says it will suffer a $2 billion hit from not being able to sell to Huawei. Meanwhile, Huawei has made it known that it would invest heavily in countries that welcome its products. Continue reading Huawei Ban Is Likely to Impact Phone Sales and Chip Firms
As the trade war between China and the U.S. escalates, the Trump administration’s order preventing telecoms from using foreign-made hardware that could threaten national security has placed Huawei under increased scrutiny. As a result, a number of major tech companies — including ARM, Broadcom, Intel, Qualcomm and Xilinx — as well as carriers in Japan, Taiwan and the U.K. have stalled business with Huawei. Since Google plans to cut off Android support for new Huawei phones, the Chinese company faces significant trouble in Europe where it historically has been very successful. In response, Huawei is taking matters into its own hands and was granted a trademark last week for a smartphone OS to replace Android. Continue reading Facing New Pressure, Huawei Trademarks Own Mobile OS
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Debra KaufmanMay 21, 2019
Alphabet’s Google has ceased transfer of hardware, software and services — except those available via open source licensing — to Huawei Technologies. Broadcom, Intel, Qualcomm, and Xilinx have also obeyed the Trump administration’s order to freeze business with China’s largest technology company (based on potential threats to national security). This action will also likely impact U.S. tech companies such as chipmaker Micron Technology and other firms that depend on China for their own growth, as well as slow down the worldwide rollout of 5G networks. Continue reading Google, Intel, Other U.S. Tech Firms Stop Selling to Huawei
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Debra KaufmanMarch 8, 2019
Qualcomm stated that a Federal Trade Commission (FTC) case arguing it suppressed competition in smartphone chips and charged excessive licensing fees could risk U.S. national security. The company is joined by officials from the Defense and Energy Departments who, said sources, have urged FTC commissioners to settle the lawsuit. Those opposing the case contend that Qualcomm’s financial losses from its passage will limit its ability to compete with China’s Huawei Technologies in developing 5G networks and equipment. Continue reading Rivals Qualcomm, Apple Cite National Security in 5G Cases
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Debra KaufmanFebruary 5, 2019
In September, Chinese companies and government institutes took a leading role in the International Telecommunications Union (ITU)’s efforts to establish 5G standards, holding eight of the 39 leadership positions, according to the U.S.-China Economic and Security Review Commission. Verizon Communications is now the only U.S. company in a leadership role there. FCC member Michael O’Rielly stated that, “having a socialist government basically in charge right now is incredibly problematic for U.S. goals, and 5G specifically.” Continue reading U.S. Resists Growing Chinese Sway in 5G Standards Setting
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Debra KaufmanDecember 5, 2018
CES 2019 in January will highlight discussions about what we can expect with 5G next year and beyond. Fifth-generation mobile communications brings faster speeds, lower latency and the ability to connect more devices, meaning it will not simply speed up mobile phones but power nascent digital technologies from VR and IoT to autonomous vehicles and smart cities. CES 2019 offers a Wednesday 5G summit, and the first 5G products will be sprinkled across the show floor. The ETCentric team will be in Las Vegas reporting on a number of companies in this space. Continue reading CES: Understanding the 5G Ecosystem in 2019 and Beyond