COVID Surge Triggers Factory Closures in China’s Tech Hubs

A recent COVID-19 surge in China has resulted in the temporary closure of electronics and automobile factories in the manufacturing hubs of Shenzhen and Changchun. In Shenzhen, iPhone supplier Foxconn announced it is halting operations in compliance with local government policy. The city has been placed on lockdown for at least a week, with all inhabitants to undergo three rounds of testing following the discovery of 86 new COVID-19 cases. Recent outbreaks in 28 of China’s 31 provinces have infected more than 15,000 people, primarily with the highly transmissible Omicron variant, according to China’s National Health Commission. Continue reading COVID Surge Triggers Factory Closures in China’s Tech Hubs

EU Asserts Itself on Standards, Takes Position on Ad Consent

The European Commission is seeking a more prominent seat at the regulatory table in the hall where global technology standards are being crafted. Experts periodically confer, beyond public view, to establish rules for emerging technology, and the norms for everything from connectivity to artificial intelligence. Now, EU commissioners are concerned they’ll wind up sidelined as a market-dominant U.S. and emboldened China white-knuckle their way to the lectern when groups like the International Organization for Standardization and the UN’s International Telecommunication Union dictate how technology is to be deployed across the globe. Continue reading EU Asserts Itself on Standards, Takes Position on Ad Consent

CES: Lawmakers Grapple with 5G as Deployment Continues

Deploying 5G spectrum through rural America has national security and social equity implications, say legislators struggling to keep up with rapid technology changes as the government allocates $65 billion to broadband through 2021’s Infrastructure Investment and Jobs Act. Although 5G is here when it comes to cell phone communication in dense areas, there are unmet mobile needs that range from farming to emergency response and the build-out is big business. The FCC’s 3.45-3.55 GHz mobile spectrum auction in Q4 2021 raised $22.5 billion for the Treasury Department. That follows $80.9 billion raised in a C-band auction early last year. Continue reading CES: Lawmakers Grapple with 5G as Deployment Continues

Chinese Committee Is Drafting Plans to Replace Foreign Tech

China is furthering its protectionist goals by accelerating a plan to replace non-native technology with local suppliers. Reports surfaced this week that Beijing’s Information Technology Application Innovation Working Committee (ITAIWC) will be vetting and approving everything from cloud services to semiconductors for sensitive sectors like banking and government data centers, a market projected to be worth $125 billion by 2025. The secretive, government-backed committee formed under Xi Jinping in 2016 will also have a decisive role in setting industry standards and training personnel to operate approved hardware and software. Continue reading Chinese Committee Is Drafting Plans to Replace Foreign Tech

Samsung Unpacks New Watches, Buds and Foldable Phones

At its second Galaxy Unpacked event, Samsung debuted two new versions of folding phones, the Galaxy Z Fold3 5G, which opens like a book and acts like a mini-tablet, and the Galaxy Z Flip3 5G, which opens like a compact mirror and offers a smaller form factor. Also new are two new smartwatches, the Galaxy Watch4 and Galaxy Watch4 Classic, both the first to run Wear OS 3, the Google-owned operating system co-developed with Samsung and Fitbit. Samsung also debuted Galaxy Buds2. All the new gear will go on sale August 27. Continue reading Samsung Unpacks New Watches, Buds and Foldable Phones

China Mobile Limits Purchasing From Non-Chinese Suppliers

Government-owned wireless company China Mobile has cut its use of non-Chinese suppliers to 5.4 percent from 11 percent in its last 2020 buying round. Hardest hit was Sweden’s Ericsson, whose 5G gear sales were cut to a mere 1.9 percent, compared to 11 percent in the 2020 round. China stated the move was “retaliation” for Sweden’s decision to ban Huawei Technologies and ZTE Corp. gear from its 5G networks. The U.S. also banned Huawei, the world’s biggest mobile gear maker, from its networks as have other regions in the world. Continue reading China Mobile Limits Purchasing From Non-Chinese Suppliers

Samsung Profits, Revenues Climb with Semiconductor Sales

In Q2 2021, Samsung Electronics posted a 73 percent increase in net profit to about $8.37 billion (9.63 trillion won), and a revenue increase of 20 percent to 63.57 trillion won, both numbers surpassing analyst expectations. Although the South Korean company’s sales of smartphones was relatively weak, its semiconductors — used by Apple and Sony among others — were snapped up by Big Tech companies churning out PCs, servers and other devices requiring chipsets. Samsung’s chip division saw upticks in operating profit and revenue. Continue reading Samsung Profits, Revenues Climb with Semiconductor Sales

U.S. Offers Incentives for Countries to Avoid China’s 5G Gear

The U.S. Commerce Department’s Commercial Law Development Program (CLDP) is leading a program to encourage nations to avoid gear from Chinese companies Huawei and ZTE in building their own 5G networks. The workshops on how to do so, combined with a handbook and some financial incentives, are aimed at legislators in Central and Eastern Europe as well as developing countries around the world. The handbook will include case studies of how the United Kingdom, for example, deployed 5G without Chinese equipment. Continue reading U.S. Offers Incentives for Countries to Avoid China’s 5G Gear

Huawei Pushes Its HarmonyOS for Mobile, Aiming at Android

Huawei Technologies debuted HarmonyOS, its self-developed operating system, for mobile phones after introducing it for other devices in 2019. The Chinese company is attempting to free itself of U.S. suppliers, in particular Google. Since the U.S. imposed sanctions, Huawei has not been able to access updates to Google’s Android operating system or its Google Mobile Services package of smartphone software. Currently, Samsung Electronics, Xiaomi and other top phone manufacturers (except Apple) use Android. Continue reading Huawei Pushes Its HarmonyOS for Mobile, Aiming at Android

Apple Still Leads Wearables Market, Small Rivals Fuel Growth

IDC reported that 100+ million wearables — including smartwatches, fitness trackers and AR glasses — shipped in Q1, a record-breaking number, especially in what tends to be a slow period. Q2 this year has also seen a 34.4 percent increase in sales year-over-year. The research firm revealed that Apple leads the sector, with a market share of 28.8 percent, followed by Samsung at 11.3 percent, Xiaomi at 9.7 percent and Huawei at 8.2 percent. After that, the next player is India’s boAt, which has a market share of 2.9 percent. Continue reading Apple Still Leads Wearables Market, Small Rivals Fuel Growth

U.S. Turns to Open Standards to Launch New 5G Equipment

According to researcher Dell’Oro Group, the U.S. efforts to stop Huawei progress led to 60+ percent of the global wireless gear market to restrict or consider restricting that Chinese company’s products. Now the U.S. government may offer financial support to a domestic cellular equipment industry that has lagged behind for years. In the last five years, said Dell’Oro, Huawei, Sweden’s Ericsson and Finland’s Nokia accounted for 20 percent of the wireless gear market, with no rival even reaching 10 percent of the market. A new competitive landscape and building 5G equipment based on open standards could have a major impact on the industry. Continue reading U.S. Turns to Open Standards to Launch New 5G Equipment

Shortage of Integrated Circuits Will Drive Up Cost of Displays

Sales of televisions, laptops, tablets and other electronic devices have soared during the COVID-19 pandemic, as people switched to working and learning online. It also sparked a shortage of semiconductors that is now predicted to last until 2023. NPD reported that, also as a result of the shortage, prices of larger TV sets have skyrocketed about 30 percent year-over-year from last summer, and some manufacturers of tablets and other devices relying on chips are warning about imminent price increases due to shortages. Continue reading Shortage of Integrated Circuits Will Drive Up Cost of Displays

U.S. Will Remove Chinese Phone Maker Xiaomi From Blacklist

The U.S. Defense Department removed Xiaomi from a blacklist preventing U.S. investment in the Chinese tech company, an action taken during the Trump administration that alleged the company had ties with the Chinese military. Two months ago, in a Washington D.C. court, a judge criticized the rationale behind the blacklisting and ordered a temporary halt against its enforcement. Xiaomi shares rose 6.1 percent in Hong Kong following the news. TikTok and WeChat also found redress against Trump-era actions against them. Continue reading U.S. Will Remove Chinese Phone Maker Xiaomi From Blacklist

Biden Plan Aims to Build U.S. Semiconductor Manufacturing

President Joe Biden stated that investing in the manufacturing of semiconductors is part of his administration’s effort to improve the nation’s infrastructure, in order to “build the infrastructure of today and not repair the one of yesterday … [as well as] protect our supply chain and revitalize American manufacturing.” A shortage of semiconductors has impacted industries worldwide and hit the automotive industry particularly hard, forcing a slowdown or cessation of production across the U.S. To assess the problem, White House officials met with 20 chief executives from tech and automotive companies this week. Continue reading Biden Plan Aims to Build U.S. Semiconductor Manufacturing

China’s Five-Year Plan to Build Domestic Chip Manufacturing

China has a five-year plan to dominate the semiconductor industry by building up the domestic industry while fending off U.S. blacklists. The details of the plan won’t be released for a long time, but clues have been dropped by government officials, think tanks and official publications. Over the next five years, China plans to make do with existing semiconductors while it focuses on third generation chipmaking, a nascent field that no one yet dominates, by creating local companies for relevant software and hardware. Continue reading China’s Five-Year Plan to Build Domestic Chip Manufacturing