1, the U.S. government's fear of Huawei
In the early hours of May 17, the U.S. Commerce Department's Bureau of Industry and Security (BIS) formally included Huawei in the "entity list". Subsequently, as Huawei's chip company, Hesse Semiconductor President He Tingbo said in an internal letter to employees, Huawei has made the assumption that the limit of survival many years ago, Hesse will enable the "spare tire" program, to fulfill the company's commitment to customer service to ensure that most of the company's products to ensure the strategic security.
No company has ever made the U.S., the so-called global hegemon, so fearful that the 5G global blocking of Huawei's communications equipment and technology, but also mandatory for Google, Microsoft, Intel, Qualcomm and other system and chip makers to gradually block Huawei.
It can be seen that in 2018, Huawei's $70 billion in purchases, about $11 billion is from U.S. companies such as Qualcomm, Intel and Micron Technology Inc. If the U.S. continues to sanction Huawei, then it's conceivable that that portion of those companies' revenue will simply disappear. And some companies are already starting to feel the ripple effects.
2. Has Huawei's good value pissed off the Americans?
In the remote region of eastern Oregon, Huawei is far from the "big bad wolf" from China that U.S. officials say it is, but it is a lifeline to the 21st century. The largest Chinese technology company makes high-quality network equipment and sells it to rural telecom operators for 20 to 30 percent less than its competitors, said Joseph Flannel, CEO and general manager of Eastern Oregon Telecom. Huawei's equipment also helps more than two dozen U.S. telecom companies provide landlines, cellular service and high-speed data to many of the poorest and most remote areas.
In fact, some telecom companies, including Flannel's, are not federally subsidized, and it costs them more to provide service to remote, impoverished areas. But Huawei can make miracles happen. Huawei has become a world leader in the manufacture of network equipment, and it is working to dominate 5G, which has been dubbed "the next generation of wireless technology."
"Their (Huawei's) equipment is very, very good," said Flannel, who also chairs the Oregon Legislature's Broadband Advisory Committee, adding, "We haven't found anything like that in the marketplace yet. And it's precisely because of its affordability, leading-edge technology and favorable price that Huawei is so hard to replace in the marketplace that the U.S. government is worried and trying to undermine the "miracle.
3, network security has always been a false proposition
For Huawei, another important reason why the carrier's equipment has been unable to enter the U.S. is the so-called "security issues. From 2001, when Huawei set up its North American subsidiary FutureWei in Texas, to October 2012, when it was forced to withdraw from the U.S. telecom equipment market after an investigation by the U.S. Congress, Huawei's carrier business in the U.S. has had its share of ups and downs.
Huawei's rotating chairman, Xu Zhijun, said in an interview that blocking Huawei's entry into the 5G market would mean less competition, which could lead to consumers paying higher phone bills and telecom companies having to increase spending. Political factors may have played a more important role than actual security issues, he said.
"Why do US government authorities keep targeting Huawei as a commercial company? If it is said that 5G will bring about cybersecurity problems, I think these remarks are politically motivated and completely unsubstantiated." Xu Zhijun said. But? In the view of the United States, 5G will usher in the large-scale development of the Internet of Things (IoT), enabling the connection of things to things. This means that 5G networks are more complex and vulnerable to cyberattacks than previous generations of networks, and they believe that the use of Chinese equipment will be more vulnerable to Chinese surveillance. U.S. officials say they are concerned that Chinese telecom equipment makers may be able to monitor those networks or disconnect them at any time.
In the face of questions, Huawei's rotating chairman, Guo Ping, told reporters again at this year's earnings communication that "Huawei's products do not have any backdoor, and now Huawei has also opened the front door, opened the source code, and the relevant organizations have done the most rigorous testing on Huawei." Guo Ping said that the current tests Huawei has been subjected to on network security are unprecedented. He called on more peer companies to join such security tests "so as not to be left too far behind by Huawei."
Think of the once-unprecedented U.S. Cisco back inside, think of Snowden, the U.S. government you have the face to say?
4, let the U.S. fear of Huawei AI new layout
Huawei wants to build the whole scene of intelligent life ecology is an open ecology. Facing the entire ecosystem, Huawei HiAI AI open platform will provide core, end, cloud three levels of technology openness, empowering partners around the world.
On the chip side, Huawei will create a smooth operating experience through the HiAI mobile computing platform, audio and video tools, game assistants, etc. On the terminal side, Huawei will construct full-connectivity services and full-scene applications through intelligent hardware, the HiAI platform, and devices such as AR/VR, providing a series of intelligent sensing and interaction capabilities; and on the cloud side, Huawei will meet consumers' needs through Huawei Mobile Services (HMS), AppGallery, etc. to meet consumers' personalized usage needs.
At the Huawei Total Connectivity Conference 2018, Huawei released a full-stack, full-scene AI solution and AI chips, such as Rising 910 and 310. It seems that Huawei is closer and closer to realizing "AI universality", and in this vision, industrial IoT is bound to be the first to benefit. Huawei's IoT (Internet of Things) strategy is once again clear: "Focus on IoT infrastructure, and build an industrial ecological black land." Huawei emphasizes the construction of an IoT infrastructure centered on "connectivity+cloud+intelligence" to enable the digital transformation of industries.
Huawei is not a lone traveler on the road to AI-enabled enterprise IoT. Microsoft has also announced that it will invest $5 billion in IoT innovation over the next four years to serve customers with a broad "edge computing + IoT + Ai" model. It will simplify IoT by introducing intelligent capabilities to the edge and cloud to provide deeper insights.