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Google and Other Suppliers Begin Cutting Off Huawei Following U.S. Trade Ban

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Last week, president Donald Trump signed an order to restrict Huawei Technologies from selling its equipment in the United States in an attempt to curb Huawei's access to U.S. markets. This included placing Huawei on a blacklist that could forbid it from doing business with American companies.


Now, the effect of the blacklisting has hit the China supply chain this week, with chipmakers Intel, Qualcomm, Xilinx, and Broadcom all telling their employees that they will not supply Huawei until further notice. Additionally, Google has cut off the supply of hardware and some software services to Huawei, specifically suspending all business with the company "that requires the transfer of hardware, software and technical services except those publicly available via open source licensing" (via Bloomberg and Reuters).

Google's suspension is particularly troublesome for Huawei's hardware business:
The suspension could hobble Huawei's smartphone business outside China as the tech giant will immediately lose access to updates to Google's Android operating system. Future versions of Huawei smartphones that run on Android will also lose access to popular services, including the Google Play Store and Gmail and YouTube apps.

"Huawei will only be able to use the public version of Android and will not be able to get access to proprietary apps and services from Google," the source said.
Although Gmail, YouTube, and Chrome will disappear from future Huawei smartphones, anyone who owns an existing Huawei device with access to the Google Play Store will be able to download app updates from Google. The impact of the blacklisting is expected to be "minimal" in China, because most Google mobile apps are already banned in the Chinese market, where popular alternatives from Tencent and Baidu are more common.

In regards to the presidential ban, Huawei is said to have been stockpiling enough chips and other vital components to keep its business afloat for at least three months, in preparation for such an event. According to sources close to the company, executives believe Huawei has become a bargaining chip in the ongoing trade war between the U.S. and China and that things will go back to normal once a deal is reached.
Huawei "is heavily dependent on U.S. semiconductor products and would be seriously crippled without supply of key U.S. components," said Ryan Koontz, an analyst with Rosenblatt Securities Inc. The U.S. ban "may cause China to delay its 5G network build until the ban is lifted, having an impact on many global component suppliers."
Apple has a long history with Huawei, which hasn't been completely amicable over the past few months. Earlier this year, the U.S. Justice Department announced a series of criminal charges against Huawei for bank fraud, wire fraud, obstructing justice, and stealing trade secrets, sometimes aimed at Apple. Despite all of the issues for the company, Huawei remains a dominant force in the China smartphone market and was far ahead of Apple in the first quarter of 2019.

Note: Due to the political nature of the discussion regarding this topic, the discussion thread is located in our Politics, Religion, Social Issues forum. All forum members and site visitors are welcome to read and follow the thread, but posting is limited to forum members with at least 100 posts.

Article Link: Google and Other Suppliers Begin Cutting Off Huawei Following U.S. Trade Ban
 

MrGunnyPT

macrumors 65816
Mar 23, 2017
1,087
634
Google is basically doing what China did to them over there.

Anyway.. I have nothing against Huawei products but for months we knew that this was a possibility and that it could happen at any given moment... So much that Huawei themselves have their own OS ready to go at any given time (already using that on the wearables)

I'm curious to see what they are gonna do regarding the storefront... Maybe we even get a storefront war like we have on PC Gaming right now.

Also don't forget this affects every part of Huawei since both Intel & Qualcomm also have to cut ties with em.
 
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BootsWalking

macrumors 65816
Feb 1, 2014
1,334
7,844
And yet America has provided zero evidence, to its citizens or to its allies, that Huawei represents a national security threat to our country or to our allies. Apparently Huawei's crime was taking the worldwide lead in 5G technology, both in terms of patents and shipping products, in a era where free-market beliefs have been supplanted with nationalistic protectionism.
 
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Number 41

macrumors 6502a
Jun 15, 2009
729
480
Assuming that they'll just reverse engineer / copy whatever tech that they need and go forward without any need for the American supply chain. During the time it takes to do this, they'll be heavily subsidized by the Chinese government.
 
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Number 41

macrumors 6502a
Jun 15, 2009
729
480
And yet America has provided zero evidence, to its citizens or to its allies, that Huawei represents a national security to our country or to our allies. Apparently Huawei's crime was taking the worldwide lead in 5G technology, both in terms of patents and shipping products, in a era where free-market beliefs have been supplanted with nationalistic protectionism.

Imagine a world where Apple and Google captured the same amount of private information about you as they do right now (including location services, access to your phone's data remotely, etc.) -- except they willingly share it with the United States government upon ANY request (be it national security or otherwise), with no need for a court order or due process.

That's the reality for Chinese companies like Huawei.
 
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BootsWalking

macrumors 65816
Feb 1, 2014
1,334
7,844
Imagine a world where Apple and Google captured the same amount of private information about you as they do right now (including location services, access to your phone's data remotely, etc.) -- except they willingly share it with the United States government upon ANY request (be it national security or otherwise), with no need for a court order or due process.

That's the reality for Chinese companies like Huawei.

We don't have to imagine it: NYT: NSA Triples Collection of Data From U.S. Phone Companies
 
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paul4339

macrumors 65816
Sep 14, 2009
1,406
666
The ban supposedly also includes ZTE.
Will the sanctions eventually bleed over to software like Windows and companies like Lenovo?
 
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mdnz

macrumors 6502
Apr 14, 2010
367
832
The Netherlands
And yet America has provided zero evidence, to its citizens or to its allies, that Huawei represents a national security to our country or to our allies. Apparently Huawei's crime was taking the worldwide lead in 5G technology, both in terms of patents and shipping products, in a era where free-market beliefs have been supplanted with nationalistic protectionism.

[Comment redacted by the NSA]
 
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dmylrea

macrumors 68040
Sep 27, 2005
3,163
3,947
Imagine a world where Apple and Google captured the same amount of private information about you as they do right now (including location services, access to your phone's data remotely, etc.) -- except they willingly share it with the United States government upon ANY request (be it national security or otherwise), with no need for a court order or due process.

That's the reality for Chinese companies like Huawei.

So is that Huawei's fault or the Chinese government?
 
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citysnaps

macrumors 604
Oct 10, 2011
6,651
11,283
San Francisco
Huawei and other Chinese wireless companies have been engaged in wireless infrastructure meddling and IP transfer since the late 1990s.

The bad news is that since the recent US trade and tariffs dispute with the Chinese government, they have as a result been pushing hard for its citizens to buy Chinese wireless products. And unfortunately, that's reflected in Apple share prices commensurate with further declining Chinese sales.
 
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Glideslope

macrumors 604
Dec 7, 2007
6,565
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A quiet place in NY.
Assuming that they'll just reverse engineer / copy whatever tech that they need and go forward without any need for the American supply chain. During the time it takes to do this, they'll be heavily subsidized by the Chinese government.

Precisely. The focus needs to be far more diligent on protection of intellectual property. They are the global leader in technology theft.

Always have been, always will be. Actions like this will have a huge impact on companies like Apple as the Nationalistic Rabidity in China has already begun. iPhone sales will fall through the floor.

They follow orders like mice following the piper off the cliff. :apple:
 
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techwhiz

macrumors 65816
Feb 22, 2010
1,106
1,483
Northern Ca.
And yet America has provided zero evidence, to its citizens or to its allies, that Huawei represents a national security to our country or to our allies. Apparently Huawei's crime was taking the worldwide lead in 5G technology, both in terms of patents and shipping products, in a era where free-market beliefs have been supplanted with nationalistic protectionism.

But they have shows a blatant disregard for the law throughout their history.
They have stolen trade secrets and copied product from Cisco and others.
This isn't speculation but fact.
 
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realtuner

Suspended
Mar 8, 2019
1,714
5,053
Canada
Going in with Apple facing some production or shipping issues soon.
Not likely. Apple manufacturing brings in billions to China and employs a substantial number of people. So does the manufacture of countless other products.

Huawei is only one company. I don’t see China jeopardizing their entire manufacturing industry over Huawei.
 
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