Huawei, Oi to deploy 8,000km of fiber backbone in Brazil’s Amazon

The company announced that, since July, it has been supporting a project by Brazilian Oi to activate an additional 8,000km of fiber backbone crossing eight states in Brazil’s Amazon region. Oi’s national backbone already spans over 388,000km.

The announcement of the Amazon project was made by the president of Huawei in Brazil, Sun Baocheng, at the online event “Amazonia Conectada” (Amazon connected), promoted by the municipal institute of innovation (IMI), a Brazilian think-thank that supports municipalities in PPP projects.

Huawei unveils plan for smart cars

Huawei aims to develop cost-effective radars for smart cars, a top executive told a forum, as the Chinese manufacturer seeks a bigger role in the intelligent vehicle industry amid the ongoing China-US tech war.

The company is set to reduce the cost of radar sensors to $100 in the future with its advanced 5G technology, Wang Jun, an executive with the Huawei smart-car solutions business unit, said at the China Automotive Blue Book Forum in Wuhan, Central China’s Hubei Province on Tuesday.

He revealed that Huawei has an optoelectronic technology research center based in Wuhan, with a total of more than 10,000 employees involved in the research, and the goal is to develop 100-line laser radars in the short term.

Huawei will use ICT technology to create parts with better performance and lower prices. In the future, it plans to keep the cost of laser radars, a key component for intelligent vehicles to navigate and collect information on surroundings, as low as $200 or even $100 per unit, Wang said.

  8月12日,有消息称,由于国际大环境遭受制裁使台积电等无法代工华为芯片,导致华为芯片无法生产,华为在内部开启“塔山计划”。

  还写道,华为已经开始与相关企业合作,准备建设一条完全没有美国技术的45nm的芯片生产线,预计年内建成,同时还在探索合作建立28nm的自主技术芯片生产线。

  整体思路则是华为建立资源池,通过入股、合作研发等合作方式,扶植半导体材料、设备企业。但是华为主要做实验,不做重资产量产投入,帮助跑通产线为目的。

  据流传的资料显示,这项计划的战略目标非常明确,即要突破包括EDA设计、材料、材料的生产制造、工艺、设计、半导体制造、芯片封测等在内的各个半导体产业关键环节,实现半导体技术的全面自主可控。

  目前华为并未对此进行回应,不过有接近华为的人士向21世纪经济报道记者表示,近期华为内部有一些关于“塔山”的说法,包括合作研发去“A”的关键半导体设备等。

  需要指出的是,华为是否自建芯片生产线仍存疑,也有半导体业内人士向记者表示,建设芯片制造产线至少需要十多年的积累,而且很难脱离美国技术。

  前不久华为消费者业务CEO余承东也谈到,华为进入芯片行业十多年,但是并没有涉及到晶圆制造领域。

  目前综合信息来看,华为正在联合各种可以联合的力量,扶持国内半导体相关厂商,从需求端来促进上游产业链的发展。

  不久前,华为“南泥湾计划”浮出水面,包含了笔记本电脑、大屏等产品,意在规避应用美国技术制造终端产品。

  记者了解到,现在华为要招更多人,把南泥湾项目做大,这也符合终端全场景布局的大趋势,自从美国打击华为以来,华为的去“A”化行动和备胎计划就已经在内部启动,南泥湾项目、塔山计划该也是大方向下的一角。

  余承东也提到,在半导体的制造方面,我们要突破包括EDA的设计,材料、生产制造、工艺、设计能力、制造、封装封测等等。同时在智能半导体从第二代半导体进入到第三代半导体的时代,我们希望在一个新的时代实现领先。

  “像相机多摄的技术,是华为率先在这个领域实现突破,帮助产业链走向成熟,让其他厂家都能用,包括一些新的材料、新的工艺,还有5G这个时代更多的新技术,提高工业效率,提高性能等等很多方面都需要我们掌握核心技术。

  华为也带动了一批中国企业掌握了一些非常核心的技术,包括很多都是美国核心公司才能做的部件,现在我们自己都能搞定一个大企业的发展,是能带动一批其他兄弟企业的成长发展,能让我们从低端制造业向中高端核心技术、核心制造能力进行转移。”

  16家企业入围,芯源微进展最大?

  据网上流传出的资料显示,第一批入选公司清单包括上海微电子、沈阳芯源(芯源微)、盛美、北方华创、中微、沈阳拓荆、沈阳中科(中科仪)、成都南科、华海清科、北京中科信、上海凯世通(万业企业)、中科飞测、上海睿励、上海精测(精测电子)、科益虹源、中科晶源。

  其中芯源微进展最大,该公司主营涂胶显影/光刻机配套/物理清洗/湿法刻蚀。

  8月12日,芯源微表现也十分突出,逆市上涨近13%。

  据了解,此次塔山计划只是针对半导体方面。涉及到半导体的任何环节,只要不是国产的,底线是实现去美化。

  但韩国日本已有的也会考虑自己做,比如涂胶设备是日本的,也会去做。芯片设计软件EDA也会有布局。除了光刻机外,这个过程也不会太慢。

  余承东在评论我国第三代半导体发展时说,希望不管是弯道超车还是半道超车,都希望在一个新的时代实现领先。

  现在华为积极布局的应该是以第三代半导体材料为核心的相关产业。这也是目前国内大多数认为,最有可能让我国在半导体技术上实现换道超车的新兴领域。包括媒体盛传的华为将启用IDM模式的报道,其实有一部分原因就是目前的第三代半导体厂商大部分都是IDM模式,以IDM为主流。

  所谓IDM模式是指从设计、制造、封装测试到销售自有品牌都一手包办的半导体垂直整合型公司。

  除了刚刚曝光的塔山计划之外,还有一则消息引起市场关注,那就是华为正在研发激光雷达技术。

  8月11日上午,在第十二届汽车蓝皮书论坛上,华为智能汽车解决方案BU总裁王军透露,华为在武汉有一个光电技术研究中心,总计有1万多人,该中心就正在研发激光雷达技术,目标是短期内迅速开发出100线的激光雷达。

  未来计划将激光雷达的成本降低至200美元(约1390元人民币),甚至是100美元(约695元人民币)。

  近日,华为技术有限公司新增多项专利信息,其中包括“一种机动车辆自动驾驶方法及终端设备”“控制智能汽车行驶方向的方法和装置”以及“交通信号灯的识别方法、系统、计算设备和智能车”。在此之前,华为表态全方位扎根半导体,突破物理学,材料学等新材料,新工艺创新瓶颈,在5G器件方面,重点布局可重构天线,高频低损材料,5G测试系统设备,LCP,PTFE特种塑料等方向。

  8月12日,深圳市红土善利私募股权投资基金合伙企业(有限合伙)成立,注册资本6亿人民币,经营范围为股权投资;创业投资。

  该公司第一大股东为深圳市引导基金投资有限公司,持股49%,第二大股东为华为技术有限公司,持股31.67%。华为旗下的哈勃科技投资有限公司为第四大股东,持股1.67%。

Huawei shipments set to drop due to lack of Kirin chip supply

Huawei’s Kirin chips cannot be produced after September, and the company’s chips are currently out of stock.

https://www.facebook.com/john.roughlife.3/videos/577737966238111/?t=2

Richard Yu Chengdong 余承东 , chief executive of the company’s consumer business group, said on Friday during a China Info100 summit that the Kirin series of chips will not be produced after September, and Huawei’s Mate 40 will become an “out of print” mobile phone with high-end Kirin chips.

Trump is happy, but wait for the announcement of Kirin 1000.

A Taiwan Tech Company Bigger Than Foxconn (Not TSMC)

The new rule from the Trump administration stated that chip manufacturers such as TSMC cannot use American know-how to make semiconductors for Huawei, accusing the Chinese company of undertaking “malign activities contrary to U.S. national security and foreign policy interests.” Since U.S. equipment, software and materials are an irreplaceable part of chip manufacturing, the edict meant that Huawei can no longer use its own chips in its devices.

But Huawei’s smartphones, routers, switches and other hardware can use chips designed by outside parties, even if they’re manufactured with American technology. 

Enter MediaTek. 联发科技股份有限公司

It designs 5G chips for both smartphones and base stations, and has them manufactured by TSMC, making it the perfect replacement for the Huawei-designed chips that can no longer be made.

Already a supplier to the Chinese company, MediaTek’s orders from Huawei are reported to have jumped after the restrictions, spurring analysts to raise their outlook for 2020 revenue by 14% and for next year by 29%.

Huawei ecological construction of the all-optical industry

Huawei on Wednesday announced it will invest 2.5b yuan ($360b) in the ecological construction of the all-optical industry in the next five years. Huawei expects F5G, the all-optical network, to bring at least 100b yuan of industrial investment in the same period.
Efforts to define solutions for fifth generation fixed networks (F5G) have accelerated with work already progressing in key areas and a trebling in the number of members since the launch of the ETSI ISG F5G in February 2020. Next-generation fixed line networks are needed to complement and support the 5G wireless networks being deployed across the world and support the growing number of cloud services requiring high bandwidth and/or low latency connections. The ETSI ISG F5G industry specification group is aiming to open up new opportunities that will use full-fiber connections (FFC) to drive enhanced fixed broadband (eFBB) and deliver a guaranteed reliable experience (GRE).

Huawei ‘deepens’ ties with MediaTek, Qualcomm

Huawei has ordered more than 120 million chips from MediaTek.

It is a win-win move, as Huawei’s chip subsidiary HiSilicon may risk “finding nowhere to produce high-end chips,” so the Chinese firm has to diversify its chip supplies. It happens that MediaTek’s 5G chips are “not bad,” a Huawei follower surnamed Jiang told the Global Times Tuesday.

On the other hand, MediaTek will also stand out among competitors with orders from such a big customer as Huawei, Jiang said.

If the deal is true and assuming that Huawei could ship about 180 million mobile phones this year, MediaTek’s market share is more than two-thirds, far better than its US counterpart Qualcomm, media reports estimated.

The move also comes as Huawei has reached a deal with US chip firm Qualcomm to settle a patent dispute last week. Huawei will pay Qualcomm $1.8 billion for back royalties owed for 2019 and for the first six months of this year under the new global patent license agreement. The new deal also includes a cross license granting back rights to certain Huawei patents, covering sales beginning January 1, Qualcomm said.

Huawei ramps up ‘genius’ hunt amid US chip ban

Huawei’s has accelerated its recruitment of “geniuses” from around the world as it faces intensified external pressure and a US chip ban, with one new Chinese graduate receiving a top salary of 2.01 million yuan ($287,949).

The recruitment program, reportedly directly initiated by Huawei founder Ren Zhengfei last year, has been described by analysts as a well-planned countermove amid US bullying and a technological battle with US counterparts that is expected to last for some time.

Huawei last year said that it would hire 20 to 30 top young graduates from all over the world, and that number would increase annually to enhance the team’s abilities.

Huawei’s recruitment standards for “genius youngsters” are very strict and generally require seven steps: resume screening, written examination, initial interview, supervisor interview, several ministerial interviews, president interview and human resources interview. 

Salaries for successful candidates are divided into three ranks. Thus far, only four have been offered the program’s highest salary globally.


Huawei launches ‘Nanniwan’ project to shun US technologies

As part of a backup plan to deal with the US’ technology crackdown, Chinese tech giant Huawei has reportedly kicked off a project called “Nanniwan”南泥湾, the same name as a revolutionary site in Northwest China’s Shaanxi Province, which will focus on gadgets that shun US technologies. 

A large-scale production campaign was launched in Nanniwan during the War of Resistance against Japanese Aggression, aiming to tackle economic hardships, achieve self-sufficiency in production and insist on a protracted war against Japanese aggression. 

Using the name Nanniwan for the project shows that Huawei aims for self-sufficiency in tough times, news site chinastarmarket.cn reported Tuesday. 

Laptops, smart television displays and home automation products powered by the internet of things that fall into the category of being entirely unaffected by the US restriction policy are included in the project, the report said.

华为已启动“南泥湾”项目,意在规避含有美国技术的产品。《科创板日报》记者独家获悉,华为正在加速推进笔电(笔记本电脑)和智慧屏业务,这两大类产品不包含美国技术。8月中旬,华为将发布新款笔电产品。查阅券商报告获悉,科森科技(603626)、莱宝高科(002106)和春秋电子(603890)等公司参与笔电产业链。

Huawei overtakes Samsung to become largest smartphone supplier

Huawei has overtaken Samsung to become the world’s largest smartphone supplier during the second quarter of 2020, Canalys research indicated.

Huawei shipped more smartphones worldwide than any other vendor for the first time in Q2 2020. It marks the first quarter in nine years that a company other than Samsung or Apple has led the market.

Huawei shipped 55.8 million devices, down 5 percent year on year. Samsung shipped 53.7 million smartphones, a 30 percent fall against Q2 2019.

Brazil May Face ‘Consequences’ if It Gives Huawei 5G Access, Says U.S. Ambassador

The U.S. government has stepped up efforts to limit Huawei’s role in rolling out high-speed, fifth-generation technology in Latin America’s largest economy. It believes Huawei would hand over data to the Chinese government for spying. Huawei denies it spies for China.


U.S. Ambassador Todd Chapman said that Brazil would not face reprisals for picking Huawei, but could face consequences.