The U.S. allows U.S. companies to cooperate with Huawei 5g just to compete for the right to speak

category:Finance
 The U.S. allows U.S. companies to cooperate with Huawei 5g just to compete for the right to speak


The news has been disclosed by the media, so it is not surprising that the ban has been formally amended.

01

Restrict Huawei but marginalize

In response, Huawei said: the essence of the standard is open, fair and non discriminatory, which requires the participation of global manufacturers, scientific research institutions and industry associations. Inclusive and full consultation can better promote the formulation of technical standards and contribute to the healthy development of the global economy and industry. Huaweis attitude is consistent. We are willing to have frank discussions and exchanges with our technology peers, including American manufacturers, on the standards of new technologies, so as to contribute to the scientific and technological progress of human society.

Fu Liang, an independent Telecom analyst, said that this is a problem that the United States will inevitably face when Huawei is added to the entitylist in 2019. According to the original regulations, U.S. enterprises need to obtain a license to export technology to China, and U.S. enterprises need to obtain a license to exchange technology with Huawei in international standards organizations. With the patch of the new regulations, Huawei is still in the entitylist. However, in international standards organizations, U.S. enterprises do not need to apply for a license to discuss standards with Huawei.

However, due to the restrictions of the ban, American enterprises are not sure what technologies or information they can share. In international conferences, they can only avoid contact with Huawei and give up participating in some conferences, thus reducing the participation of standard setting, which makes the United States at a disadvantage in standard setting.

Ma Jihua, a telecommunications expert, believes that the United States began to try to kick Huawei out of international organizations, but it did not work. Huaweis activities in 3GPP were not affected in any way, and other international standards organizations also pulled back Huawei. Allowing us enterprises to cooperate with Huawei in 5g standard means that US enterprises can participate in Huaweis technology conference in the future. This is the performance of us pragmatism, which is to fight for the right to speak. It also shows that the influence of us on international standards organization has weakened.

In January 2020, iplytics, a German Patent Statistics company, released a survey report on 5g standard patent declaration. According to the report, as of January 1, 2020, the number of 5g standard patent applications in the world is 21571, of which Huawei ranks first with 3147.

After Huawei, Samsung has 2795 patents, followed by ZTE 2561, LG Electronics 2300, Nokia 2149 and Ericsson 1494, ranking second, third, fourth, fifth and sixth respectively.

As you can see, none of the top six are American enterprises. Ma Jihua said that the United States once interfered with the formulation of 5g standards and set up a separate stand, but the time and cost that the United States would pay are unimaginable. Now the United States realizes that even if American enterprises do not participate in 3GPP, 5g standards will be the same in the future, and the United States must comply with them.

The U.S. move is just a re-entry into the discourse contest. In June 2019, the R15 version of 5g international standard was frozen. Peng Jian, deputy director of Radio Management Research Institute of CCID Research Institute, said that 5g standard is still in continuous improvement and evolution, and there will be R16, R17 and R18 versions in the future, as well as 5g related standard formulation with vertical industry. If American enterprises are not allowed to cooperate with Huawei in 5g standard, American enterprises will suffer losses.

US strategic misjudgment on 5g

5g is also the national strategy of the United States. The information technology and innovation foundation of the United States (itIf) recently released the national strategy for 5g and future wireless innovation in the United States. According to the report, 5g will promote economic growth in the coming decades. The United States needs a comprehensive strategy to ensure the stable deployment and application security of 5g networks. It also needs to promote wireless innovation in the next few years and give full play to the advantages of the United States in software and other aspects.

The report recommends that the United States increase efforts in government coordination, international cooperation, support for sustained wireless technology research and development, support for 5G demand side development, change the security scheme of 5G equipment, and speed up network deployment.

However, according to Ma Jihua, the United States misjudged the whole 5g situation in many aspects, which led to a dilemma.

First, the United States misjudged 5gs development direction. In terms of spectrum distribution, the 5g civil spectrum in the United States uses high-frequency millimeter wave, while the military spectrum uses sub-6, that is, the medium and low-frequency spectrum. This is the opposite of all the other countries in the world. On millimeter wave, American bet will obviously lag behind the market gradually, including the whole industry from terminal to equipment facing technical and industrial crisis.

The US misjudged 5g in Europe. Although the U.S. government has been lobbying European countries not to use Huawei 5g, European operators do not exclude Huawei equipment. According to German media, Deutsche Telekom recently expressed its strong willingness to strengthen cooperation with Huawei to promote the construction of 5g network in Germany. Several other major German telecom operators, such as Vodafone and Deutsche Telekom, are also using Huawei Technology and equipment to build their 5g networks.

In fact, in the 4G era, European operators and equipment manufacturers have taken LTE routes with China, and Europe has not followed the WiMAX Technology Route of the United States. WiMAX quit the market in 2010 due to its short coverage, few followers and no scale effect. In the 5g era, Europe and China have also worked together to promote global standards.

The US also misjudged Huawei. It has been more than one year since the implementation of entity list in May 2019. The U.S. policy has increased layer by layer, from forbidding the purchase of Huawei equipment, forbidding American enterprises to provide technology and products to Huawei, to forbidding OEM enterprises such as TSMC to manufacture chips for Huawei, which has really caused Huawei a lot of trouble. But the U.S. didnt expect Huawei not only to be kicked out of international organizations, but also to show strong combat power and toughness.

Some analysts believe that the US agreed to cooperate with Huawei on 5g standard, but actually acquiesced to these misjudgments. If these misjudgments are not corrected in time, American enterprises will be marginalized in the industrial chain.

03

Fight for the right to speak again

This issue is also in the eyes of all countries. In the face of U.S. sanctions, the UK told telecom companies to reserve Huawei equipment, Reuters reported Tuesday, according to an internal letter obtained by the UK, for fear that the U.S. ban will undermine the Chinese companys ability to maintain the supply of key equipment, officials from the UKs network security department have told the UK telecom operators to store Huawei equipment to ensure that they have sufficient equipment inventory.

The United States will not give up its leadership in global innovation. This action recognizes the importance of using the talents of Americans to promote and protect our economy and national security. Wilbur Ross, the US Commerce Secretary, said.

Our department is committed to protecting the national security and foreign policy interests of the United States by encouraging the full participation of American industry in relevant activities and advocating that American technology become an international standard, he said.

As the leader of traditional communication industry, the United States has faced the challenge from China in the 5g era.

3GPP members put forward different solutions and technologies through proposal, and then the proposal will be discussed publicly in 3GPP meeting. Any member can object to a proposal. Finally, in 3GPP technical report and technical specifications, most of the contents are the results of changes made by 3GPP members on the basis of the original proposal.

According to China News Agency, which is a direct train, ran has 20 leading seats, 7 of which are held by China, accounting for 35% of the total.

In addition to Huawei experts mentioned earlier as vice chairman of RAN4 working group, Xu Xiaodong, an expert from China Mobile Research Institute, served as vice chairman of Ran plenary session. ZTEs tweeter was elected vice chairman of ran3 working group in August 2017, and ZTE expert Sergio parolari was elected vice chairman of the new ran2 working group in August 2019.

In addition, song Yue from China Mobile served as vice chairman of cT4 working group, Qi minpeng as vice chairman of SA3 working group, Huang Zhenning as vice chairman of CT3 working group, Sun Tao as vice chairman of SA2 working group, etc.

But the right to speak does not come from the seats, but from the work done in 3GPP. For example, the more proposals are, the more qualified they are to participate in the discussion, and the right to speak will naturally increase. In the field of simulation alone, the proposal of Chinese companies reached 32%. Since 2015, Huawei has submitted more than 26600 5g proposals to 3GPP, and 6216 of them have been approved.

In addition, there is project approval. The projects proposed by companies in various countries will be formally approved after discussion and consensus. The determination of project approval has greatly affected the direction. In the R17 version, more than 40% of the officially determined projects were proposed by China Mobile, China Telecom, China Unicom, ZTE, Huawei, Datang Telecom, vivo and oppo. Some people in the communications industry believe that Huawei has not had that say in the 4G era. In the 5g era, the performance of the entire Chinese industrial chain, including Huawei, in international standard setting has shown that the discourse power of Chinas communication industry has been greatly enhanced. In the future, with the continuous upgrading of the communication industry and the full integration of dict, the whole science and technology industry may present a situation in which China, the United States and Europe stand at the same time. Relevant recommendation: British security official sends a letter to telecom operators to ensure Huawei has sufficient equipment stock. Internal documents of Deutsche Telekom: if the government does not use Huawei, it will lose 3 billion euros. New regulations allow us companies to cooperate with Huawei to develop 5g standard. Huawei responds to this article. Source: National direct train editor: Yang Bin_ NF4368

In addition, there is project approval. The projects proposed by companies in various countries will be formally approved after discussion and consensus. The determination of project approval has greatly affected the direction. In the R17 version, more than 40% of the officially determined projects were proposed by China Mobile, China Telecom, China Unicom, ZTE, Huawei, Datang Telecom, vivo and oppo.

Some people in the communications industry believe that Huawei has not had that say in the 4G era. In the 5g era, the performance of the entire Chinese industrial chain, including Huawei, in international standard setting has shown that the discourse power of Chinas communication industry has been greatly enhanced. In the future, with the continuous upgrading of the communication industry and the full integration of dict, the whole science and technology industry may present a situation in which China, the United States and Europe stand at the same time.