Huawei reassesses goal to be world’s bestselling smartphone vendor

Business Insider seems to have mangled the SCMP article they quote as the source: <a href="https:&#x2F;&#x2F;www.scmp.com&#x2F;tech&#x2F;big-tech&#x2F;article&#x2F;3012702&#x2F;huawei-reassesses-goal-be-worlds-bestselling-smartphone-vendor-after" rel="nofollow">https:&#x2F;&#x2F;www.scmp.com&#x2F;tech&#x2F;big-tech&#x2F;article&#x2F;3012702&#x2F;huawei-re...</a><p><i>Foxconn, the Taiwanese electronics manufacturer that assembles handsets products for many phone brands including Apple and Xiaomi, has stopped several production lines for Huawei phones in recent days as the Shenzhen company reduced orders for new phones, according to people familiar with the matter, who asked not to be named as the information is private.</i><p>I assume each model is made on more than one production line in parallel, so the quote above seems to imply that production didn&#x27;t stop completely, but capacity was reduced.

The long term impact of this Huawei dispute will be China building out a complete vertical communications&#x2F;computing stack from low level chips to operating system to phone design. They won&#x27;t get any market share in the U.S. but they&#x27;ll dominate China (obv), India, Africa, and have some decent minority share in Europe.<p>The ban is great for U.S. companies in the short term that are behind on 5G, but this will harm U.S. tech industry interests in the long term once China has that vertical stack up and running.<p>I wish the U.S. government had used their power to push for some form of a mandatory and transparent security audit to ensure data privacy.

I believe the true loser in this is Google. If i am any non us, android-reliant phone manufacturer, i am planning my exit strategy. Sure it won&#x27;t come today or this year, but it is vital for companies to start to distance themselves from google licensing for their own betterment.

My company, roughly 400k employees and contractors, already sent security notices from the DOJ banning Hauwei, ZTE, etc. devices across the entire corporation. It effectively banned their phones from a not insignificant percentage of the population in one fell sweep.

I&#x27;ll just hope this Huawei debacle will be the spark that burns the patent and copyright systems to the ground.

Remind me again how Huawei smartphones in Europe are a threat to US national security

I wonder if Huawei could sell their mobile business to BBK Electronics and avoid sanctions. BBK is already the second largest smartphone manufacturer after Samsung.

The problem isn’t smartphones right? Bc then we should ban almost all phones.<p>I thought the problem is that basically all the cell networks run on huawei

Shit, I seriously doubt the validity of this article.<p>But it does go to show that, the majority of manufacturers who make their products in China need to tread lightly even more so now. If anything, this move by the US will make electronic manufacturers take a second thought about where the source their parts and (more importantly) which companies they deal with.<p>This icludings big companies like Microsoft and Google. I have no doubt that this could potentially hurt Googgl especially.

I didn&#x27;t realize the effect would be so immediate. I thought it may affect next year&#x27;s model but this current gen was fine.<p>If it affects current gen smartphones could it also affect current gen 5g equipment?<p>This would mean hauwei is essentially dead in the water.

Repost: <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=20073611" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=20073611</a>

This move by the US to sabotage Huawei will, in the long term, harm American competitiveness. I haven&#x27;t yet seen or heard any concrete proof that Huawei poses a &quot;threat&quot; to national security. The fact that Trump mentioned their fate could be &quot;negotiated&quot; as part of a larger trade agreement with China points in the other direction. Either way, this is bad for free enterprise and free commerce.

It&#x27;s nice to see the government picking winners and losers in the market.