The U.S. has revoked licenses that allowed companies including Intel and Qualcomm to ship chips used for laptops and handsets to sanctioned Chinese telecoms equipment maker Huawei Technologies, three people familiar with the matter said.
↫ Alexandra Alper, Fanny Potkin, David Shepardson
The timing of this news is very interesting, as despite the massive sanctions the United States levied against Huawei, the company seems to be doing really well, with its smartphone business seeing massive gains in the Chinese market, at the expense of everyone else. This proves that Huawei does not need access to western chips and technologies to be successful, which must definitely sting in the US and Europe.
Strong financial results, using hardware and chips designed not by western companies but by Chinese ones, combined with the only mobile operating system that has any serious potential to at least somewhat threaten Android and iOS. The various sanctions were clearly intended to hurt Huawei and possibly contain it to just China, but it seems they’re not having their desired effect at all.
A state backed entity is always going to be able make decent headway in its own domestic market. Especially when the state is one of the major customers. By their nature, those numbers are quite artificial.
Where it gets more interesting is in other markets, like Brazil. Another BRIC nation with recent trade deals signed,brazil would be a real opportunity for them. But Samsung still utterly dominate and other Chinese owned brands are well ahead (Motorola + Xiaomi).
The new sanctions will lock them into an “also ran”
position and will make it very difficult to even support basic functionality like USB/Thunderbolt which still relies on Intel licences to be certified and be allowed to put the logo on the box.
Source:
https://www.statista.com/forecasts/1371001/most-popular-smartphone-brands-in-brazil
“will make it very difficult to even support basic functionality like USB/Thunderbolt which still relies on Intel licences to be certified and be allowed to put the logo on the box. ”
Do you really believe, that the chinese give a single flying fuck about american trademarks?
Internally, possibly not, but other countries Do. The core of my point is a state backed entity doing well within the state is one thing, but expanding outside that territory is quite another.
No matter how little Chine care, Brazil, EU and India and America do, and they make up the next 5 largest markets.
Adurbe,
I don’t actually know how much these countries care either. I mean yes ostensibly you are right, but in practice gray market parts are so prevalent that they’ve even been found on air force one and other military craft who’s supply chains are supposed to be tightly controlled.
https://www.defensenews.com/pentagon/2022/12/06/fake-parts-a-pentagon-supply-chain-problem-hiding-in-plain-sight/
The UK…
https://www.reuters.com/business/aerospace-defense/engine-maker-cfm-says-up-96-planes-affected-by-fake-parts-probe-2023-09-20/
It’s rampant in india…
https://timesofindia.indiatimes.com/blogs/voices/why-india-ranks-among-the-top-five-countries-for-counterfeit-products-and-how-to-combat-it/
Brazil…
https://www.worldtrademarkreview.com/data/physical-marketplace-counterfeit-hotspots/physical-marketplace-counterfeit-hotspots/article/24-counterfeit-hotspots-you-should-be-aware-of-in-brazil-part-one
Etc..
So even if these countries “care” about fake USB certifications, it’s not clear to me that any of them have an effective means to combat it. And to be honest it’s not even clear to me that consumers care either as long as products work. I believe I may have ended up with a “ghost run” canon camera – factories selling products with invalid serial numbers but otherwise from the same factory floor as authentic products. And as a consumer I didn’t care that much because I got such a good deal on it. I’ve also bought intel networking gear that to this day I can’t tell if it’s authentic or not…my only suspicion was the price was so cheap – a fraction of retail and I would not have been able to buy it otherwise, but everything else including physical examination and testing seems to be on the up and up. To this day I don’t know what supply chain shenanigans took place for me to get the gear for so cheap, but it was to my benefit.
Anyway I appreciate that your point isn’t exactly about counterfeits, but I think the same supply chain challenges may be applicable.
Give it some time.
I expect, with all the western sanctions against china and russia, that BRICS will not respect any IP from the west in the near future.