https://www.wsj.com/articles/qualcomm-lobbies-u-s-to-sell-chips-for-huawei-5g-phones-11596888001?mod=hp_lead_pos4 The American chip company Qualcomm Inc. QCOM -2.53% is lobbying the Trump administration to roll back restrictions on the sale of advanced components to the Chinese telecom giant Huawei Technologies Co., wading into the intensifying technology battle between the U.S. and China. Qualcomm is telling U.S. policy makers their export ban won’t stop Huawei from obtaining necessary components and just risks handing billions of dollars of Huawei sales to the U.S. firm’s overseas competitors, according to a presentation reviewed by The Wall Street Journal that the San Diego-based company has been circulating around Washington. Qualcomm is lobbying to sell chips to Huawei that the Chinese company would include in its 5G phones, which use the new standard for superfast telecommunications. U.S. chip makers need a license from the Commerce Department to ship many such components to Huawei after the federal government placed the company on an export blacklist and imposed other limits. With those restrictions, the U.S. has handed Qualcomm’s foreign competitors a market worth as much as $8 billion annually, the company said in the presentation. U.S. officials have for more than a year argued that placing restrictions on Huawei is necessary because they see it posing significant national-security risks regarding links to the Chinese government, a stance some U.S. allies are beginning to embrace. Last month the British government said it would bar telecom companies from purchasing new equipment made by the company. Huawei denies it is a threat and says it operates independently of the Chinese government. Qualcomm’s campaign seeks to seize upon the Trump administration’s sometimes competing policy priorities of confronting Chinese security threats while ensuring the financial health of U.S. companies critical to American technological competitiveness, many of whom have significant business interests in China. It also underscores how U.S. efforts to restrict sales of semiconductors to China are rippling through complex manufacturer and customer relationships in an industry that spans the globe. A Commerce Department rule change in May targeting Huawei’s chip-making arm, HiSilicon, has effectively shut down its future production of the most advanced semiconductors. But U.S. companies can’t easily swoop in and supply replacement chips to Huawei because of the license requirement, leaving the door open for foreign companies to win that business. The policy has “inadvertently created massive financial opportunities for the two foreign competitors of Qualcomm,” the company said. Qualcomm said Taiwan’s MediaTek Inc. 2454 -3.69% and South Korea’s Samsung Electronics Co. would benefit. “If Qualcomm is subject to export licensing, but its foreign competitors are not, U.S. government policy will cause a rapid shift in 5G chipset market share in China and beyond,” the American chip maker said. That would hamper American research and leadership on 5G issues, it said, calling that “an unacceptable outcome for U.S. interests.” Samsung declined to comment. MediaTek wouldn’t discuss specific customers, but it said its investment in 5G technology has allowed it to win customers globally. Granting a license would generate billions of dollars in sales for Qualcomm and help it fund development of new technologies, the company argued. Denying the license would help Qualcomm’s foreign competitors, it said, while hardly affecting Huawei because it can source components elsewhere. The lobbying coincides with Qualcomm’s resolution of a long-running patent-rights dispute with Huawei. Under the deal reached last month, Huawei agreed to pay $1.8 billion to settle past licensing fees and backed a multiyear license agreement going forward. The two sides had been negotiating a settlement for months, and there wasn’t a connection with the lobbying effort, according to a person familiar with the matter. Qualcomm had applied for a license to sell 5G chipsets to Huawei in June, before the settlement was reached. Huawei was a significant customer for Qualcomm until last year, when the Commerce Department blacklisted the Chinese company. Qualcomm Chief Financial Officer Akash Palkhiwala told analysts in late July that the company’s business with Huawei is now negligible. “We’re working hard to figure out how to sell to every [manufacturer], including Huawei,” Chief Executive Steve Mollenkopf said during the earnings call. Qualcomm has been at the center of the U.S.-China political firestorm before. In 2018, President Trump blocked a $117 billion bid for Qualcomm from Broadcom Inc., AVGO -0.98% then based in Singapore, on concern that the combination would hinder the U.S. in its technological competition with China. The Commerce Department’s restrictions still permit chip makers to do some business with Huawei, sometimes by moving manufacturing overseas or supplying Huawei indirectly. In other cases, suppliers have determined that certain products aren’t subject to U.S. restrictions and resumed selling them to Huawei. While Qualcomm needs a license for its flagship 5G chips, the U.S. company has been able to continue shipping some other components to Huawei because those comply with government regulations. Other American chip makers have applied for and in some cases received licenses to deal with Huawei, including Intel Corp., the largest semiconductor company in the U.S. in terms of revenue; Micron Technology Inc., a major memory manufacturer; and Xilinx Inc., a maker of programmable chips that are used in telecommunications infrastructure. Write to Asa Fitch at [email protected] and Kate O’Keeffe at [email protected]
“Qualcomm is telling U.S. policy makers their export ban won’t stop Huawei from obtaining necessary components and just risks handing billions of dollars of Huawei sales to the U.S. firm’s overseas competitors” 这个担心完全没必要，美国政府可以禁止所有违背禁运的外国制造商在美国销售产品，相信没有那个制造商敢和美国政府作对。Qualcomm要是发现那个外国制造商敢向华为卖产品，可以向美国政府报告。
“Qualcomm is telling U.S. policy makers their export ban won’t stop Huawei from obtaining necessary components and just risks handing billions of dollars of Huawei sales to the U.S. firm’s overseas competitors” 这个担心完全没必要，美国政府可以禁止所有违背禁运的外国制造商在美国销售产品，相信没有那个制造商敢和美国政府作对。Qualcomm要是发现那个外国制造商敢向华为卖产品，可以向美国政府报告。 nj_guy 发表于 2020-08-08 10:08
The American chip company Qualcomm Inc. QCOM -2.53% is lobbying the Trump administration to roll back restrictions on the sale of advanced components to the Chinese telecom giant Huawei Technologies Co., wading into the intensifying technology battle between the U.S. and China.
Qualcomm is telling U.S. policy makers their export ban won’t stop Huawei from obtaining necessary components and just risks handing billions of dollars of Huawei sales to the U.S. firm’s overseas competitors, according to a presentation reviewed by The Wall Street Journal that the San Diego-based company has been circulating around Washington.
Qualcomm is lobbying to sell chips to Huawei that the Chinese company would include in its 5G phones, which use the new standard for superfast telecommunications. U.S. chip makers need a license from the Commerce Department to ship many such components to Huawei after the federal government placed the company on an export blacklist and imposed other limits.
With those restrictions, the U.S. has handed Qualcomm’s foreign competitors a market worth as much as $8 billion annually, the company said in the presentation. U.S. officials have for more than a year argued that placing restrictions on Huawei is necessary because they see it posing significant national-security risks regarding links to the Chinese government, a stance some U.S. allies are beginning to embrace. Last month the British government said it would bar telecom companies from purchasing new equipment made by the company. Huawei denies it is a threat and says it operates independently of the Chinese government.
Qualcomm’s campaign seeks to seize upon the Trump administration’s sometimes competing policy priorities of confronting Chinese security threats while ensuring the financial health of U.S. companies critical to American technological competitiveness, many of whom have significant business interests in China. It also underscores how U.S. efforts to restrict sales of semiconductors to China are rippling through complex manufacturer and customer relationships in an industry that spans the globe.
A Commerce Department rule change in May targeting Huawei’s chip-making arm, HiSilicon, has effectively shut down its future production of the most advanced semiconductors. But U.S. companies can’t easily swoop in and supply replacement chips to Huawei because of the license requirement, leaving the door open for foreign companies to win that business. The policy has “inadvertently created massive financial opportunities for the two foreign competitors of Qualcomm,” the company said.
Qualcomm said Taiwan’s MediaTek Inc. 2454 -3.69% and South Korea’s Samsung Electronics Co. would benefit.
“If Qualcomm is subject to export licensing, but its foreign competitors are not, U.S. government policy will cause a rapid shift in 5G chipset market share in China and beyond,” the American chip maker said. That would hamper American research and leadership on 5G issues, it said, calling that “an unacceptable outcome for U.S. interests.”
Samsung declined to comment. MediaTek wouldn’t discuss specific customers, but it said its investment in 5G technology has allowed it to win customers globally. Granting a license would generate billions of dollars in sales for Qualcomm and help it fund development of new technologies, the company argued. Denying the license would help Qualcomm’s foreign competitors, it said, while hardly affecting Huawei because it can source components elsewhere.
The lobbying coincides with Qualcomm’s resolution of a long-running patent-rights dispute with Huawei. Under the deal reached last month, Huawei agreed to pay $1.8 billion to settle past licensing fees and backed a multiyear license agreement going forward.
The two sides had been negotiating a settlement for months, and there wasn’t a connection with the lobbying effort, according to a person familiar with the matter. Qualcomm had applied for a license to sell 5G chipsets to Huawei in June, before the settlement was reached.
Huawei was a significant customer for Qualcomm until last year, when the Commerce Department blacklisted the Chinese company. Qualcomm Chief Financial Officer Akash Palkhiwala told analysts in late July that the company’s business with Huawei is now negligible.
“We’re working hard to figure out how to sell to every [manufacturer], including Huawei,” Chief Executive Steve Mollenkopf said during the earnings call. Qualcomm has been at the center of the U.S.-China political firestorm before. In 2018, President Trump blocked a $117 billion bid for Qualcomm from Broadcom Inc., AVGO -0.98% then based in Singapore, on concern that the combination would hinder the U.S. in its technological competition with China.
The Commerce Department’s restrictions still permit chip makers to do some business with Huawei, sometimes by moving manufacturing overseas or supplying Huawei indirectly. In other cases, suppliers have determined that certain products aren’t subject to U.S. restrictions and resumed selling them to Huawei. While Qualcomm needs a license for its flagship 5G chips, the U.S. company has been able to continue shipping some other components to Huawei because those comply with government regulations.
Other American chip makers have applied for and in some cases received licenses to deal with Huawei, including Intel Corp., the largest semiconductor company in the U.S. in terms of revenue; Micron Technology Inc., a major memory manufacturer; and Xilinx Inc., a maker of programmable chips that are used in telecommunications infrastructure.
Write to Asa Fitch at [email protected] and Kate O’Keeffe at [email protected]
这个担心完全没必要，美国政府可以禁止所有违背禁运的外国制造商在美国销售产品，相信没有那个制造商敢和美国政府作对。Qualcomm要是发现那个外国制造商敢向华为卖产品，可以向美国政府报告。
这次选举真的是攸关美国的未来，拜登说了上台后将取消对中关税。
高通真的是没救了 短视
问题是在高端手机能够和三星，苹果抗衡而且还用高通的，就只有华为了。
那我一定选Biden。
需求也很大，苹果啊。但是苹果用自己的芯片，忘了前两天还在控诉苹果垄断。国际范围内反垄断，就只有华为啰。
这就对了，川普不就是这个理念吗？如果习大大狠买美国货到逆差。他会是川普最好最好的朋友。之前香港新疆华为统统都是他谈deal 的工具。最近什么tiktok,wechat 是他竞选的工具。上台以后就又是他谈deals 的筹码。
这可以，如果大大把美国贸易逆差给平了，我支持美国和中国改善关系。关键是国内的人赚便宜没个够，非要把人家搞死才高兴。
?穿越来的吗。苹果去年跟高通和解开始支付专利费
资本全球化是资本家们的共同追求，符合他们的利益。
老百姓太短视了，为了paycheck替这样的资本家打工，不惜毁了美国的未来。
哈哈，还真是。
好笑。资本家不短视，不祸害美国，你能来得了美国工作么？
LOL
所以贸易战是川普逼习大大狠狠买的操作？
现在全美国上下认为接触理论是错误的。。。。。 认为只有彻底封禁才是更好的选择，我觉得倒是走极端了。。 就凭中国在改革开放前计划经济20年都没崩，指望美国仅仅是脱钩，就让CCP崩溃，想多了，而且可以预见，美国越强硬，中国那边走资派 亲美派越是被唾弃，可能10年之内结果是，CCP仍然存在，但是风头比现在是不行了。
而接触理论，和平演变，还是有戏的其实。。。。现在党内只有一尊一个人在想尽力保存这个党，其他的人其实都在装糊涂，一尊重用的人都是他的旧友，而不擅长用新人，核心是刘鹤 栗战书 王岐山这三个人，王岐山已经和他闹翻，如果剩下的两人，过两年退休，那他甚至控制不了他的所谓之江新军，所谓的之江新军其实才是他的心腹之患，也是未来中国变革的关键力量。
你有股票？别逗了。
专利费和买芯片能一样吗？收专利费不需要雇佣工程师。你冬眠来的吗？
中国的政治制度的变革说到底是中国人民自己的事情。美国和中国在交往和接触中首先应该关注美国自身的利益，现在贸易逆差如此之大，中国方面又不肯实质性的为减少逆差做点事情，那美国只能减少接触来往。中国要想改变目前美中关系，首先应该实质性地减少逆差，其次在国际关系中对美国主导的事件持更加积极的态度。
还在幻想和平演变，人家要建立新的世界秩序，百年巨变拉开序幕
指望党内改革派，已经几十年乐，还没有看到一点点成功的迹象。最接近成功的时候估计是89。我看指望党内出现改良改革派，比起指望美国出现第三个党派估计还悬。美国至少还有制度在。
川粉：高通卖国。所有员工及其子女应该关进集中营。
川粉：资本家卖国。所有资本家应该被财产充公，全家关进集中营。
川粉：老百姓卖国。所有老百姓应该关进集中营。
那你就等着拜登再从中国迎来几千亿的贸易逆差呗，只会加倍不会少
和平演变失败了，是时候认赔离场了。到别的地方再开赌局。
川粉：华尔街卖国。所有traders应该关进集中营。
川粉：Biden卖国。Biden及其民主党党羽应该被关进集中营。
这就是市场经济和全球化
华为不是用麒麟吗？ oppo vivo 小米部分 业务增长，高通应该更好才是吧
川粉：所有不投Trump票的都是五毛都该进集中营。
川粉：凡是不出声发言支持trump的人，都是卖国。应该关进集中营！
其实本版的川粉最清楚中共到底有多大实力。。。 一方面每天黑中国，说和中国相关的任何东西都是狗shi，另一方面又无限夸大中国对整个国际秩序的影响。
实际情况是，中国的实力，没有川粉说的那么弱，也没有五毛说的那么强， 中国目前对外输出秩序，和影响的能力，从香港就能看出来，小小的弹丸之地香港都统治不了，谈什么世界，试图渗透台湾，失败的一塌糊涂，只是一个小小的台湾而已，都不能用独裁收买民主，遑论美国？
现在的中国，与其说是能力威胁到世界，威胁到美国，不如说是，包子独裁让全世界恶心，反感，这种恶心，不是那种有实力，让对方害怕那种，比如俄国，又不是实力强又讲道理那种，如美国，而是又没实力，又到处显摆，到处说恶心话的，惹人反感。