ARM Cuts Off Huawei in Devastating Move

[F-22Raptor]

There’s a difference between setbacks and catastrophes. Huawei losing Google, Intel, and Qualcomm as suppliers is a setback. ARM reportedly cutting ties with the company, on the other hand, could be a bona fide catastrophe.

The BBC today reported that ARM told employees to suspend "all active contracts, support entitlements, and any pending engagements” with Huawei because of the company’s addition to a blacklist by the U.S. Department of Commerce.

It might seem weird for a Japanese-owned company based in the UK to cut ties with a Chinese firm because of U.S. trade restrictions. But ARM said its products rely on tech from the U.S., so it has to abide by its regulations.

ARM didn’t send a new memo in response to the 90-day temporary license the U.S. issued to let Huawei suppliers do business with the company. Instead, ARM warned its employees not to even talk to their counterparts at Huawei unofficially.

Huawei remained hopeful as more and more American companies, ya know, planned to follow U.S. law by no longer working with it. Components? Huawei’s said to have three months’ worth. Operating systems? Huawei’s covered.

But losing ARM (no word on LEG) effectively scuttles Huawei’s plans to design its own chips, because those processors would almost certainly rely on ARM designs, just like pretty much every smartphone and tablet on the market.

China’s semiconductor industry simply isn’t prepared to design and manufacture chips that aren’t based on American tech. Huawei would have to work a miracle to be unaffected by losing the ability to build on top of ARM’s foundation.

With the way things are going, though, we wouldn’t be as surprised as we should be if a report claimed Huawei had been working on wholly original chip designs for a while. This should be a catastrophe; let’s see if Huawei can avert it.

https://www.tomshardware.com/news/arm-huawei-chips-ban-us,39404.html

 

[UKBengali]

I am sure that a company of the calibre of Huawei will have already planned for this for many years.

Huawei for me make the best phones in the Android market. The P20 Pro I have is absolutely amazing and if I was in the market for another phone, I would buy a P30 Pro right now!

 

[nahtanbob]

I am sure that a company of the calibre of Huawei will have already planned for this for many years.

Huawei for me make the best phones in the Android market. The P20 Pro I have is absolutely amazing and if I was in the market for another phone, I would buy a P30 Pro right now!

you cannot offset the loss of components

 

[UKBengali]

you cannot offset the loss of components

Yes you can if you are Huawei - they will just go fully indigenous now as they have already been preparing this for years.

 

[nahtanbob]

Yes you can if you are Huawei - they will just go fully indigenous now as they have already been preparing this for years.

China cannot make top of the line semiconductors. China cannot make manufacturing plants for semiconductors

 

[UKBengali]

China cannot make top of the line semiconductors. China cannot make manufacturing plants for semiconductors

Well Taiwan's(TSMC) manufactures Huawei chips in China and so it is not a question of not being able to manufacture the chips that Huawei designs. It is more a case of how close Huawei is to the ARM designs and I am sure that Huawei will be up there with ARM within 3-5 years.

My personal interest in this is for Huawei to keep doing what they do and that is to make great Android smartphones.

 

[nahtanbob]

Well Taiwan's(TSMC) manufactures Huawei chips in China and so it is not a question of not being able to manufacture the chips that Huawei designs. It is more a case of how close Huawei is to the ARM designs and I am sure that Huawei will be up there with ARM within 3-5 years.

My personal interest in this is for Huawei to keep doing what they do and that is to make great Android smartphones.

TSMC is a Taiwanese company that import fab equipment from USA and Europe. They would fold if they did anything in China without American permission

Inventing a new chip architecture & writing software for it is a major undertaking. Huawei can do it. But it will take a lot of time and effort. It is not their core business.

 

[UKBengali]

TSMC is a Taiwanese company that import fab equipment from USA and Europe. They would fold if they did anything in China without American permission

Inventing a new chip architecture & writing software for it is a major undertaking. Huawei can do it. But it will take a lot of time and effort. It is not their core business.

True about TSMC but Chinese fab manufacturers are not far off the pace there.

 

[Neptune_]

This must be the final nail on the coffin of Huawei. Whoa.

Even tech giant like Samsung haven't manage to do anything with their exynos processor against qualcom. Lol. Still the snapdragon version of Samsung phones r way more popular than their exynos version with similar specs.

How is Huawei with no background of making mobile processors going to overcome this setback?

@eldarlmari

 

[UKBengali]

This must be the final nail on the coffin of Huawei. Whoa.

Even tech giant like Samsung haven't manage to do anything with their exynos processor against qualcom. Lol. Still the snapdragon version of Samsung phones r way more popular than their exynos version with similar specs.

How is Huawei with no background of making mobile processors going to overcome this setback?

Not true.

Samsung only uses the Qualcomm chips in the US due to licensing issues.

Exynos(Samsung) beats the Qualcomm chips handsomely in single-core speeds and is comparable at multi-core.

Huawei currently makes the excellent Kirin 980(P30 Pro) and has previously made the Kirin 970(P20 Pro) and the Kirin 960(P10) SoCs.

 

[Neptune_]

Not true.

Samsung only uses the Qualcomm chips in the US due to licensing issues.

Exynos(Samsung) beats the Qualcomm chips handsomely in single-core speeds and is comparable at multi-core.

Huawei currently makes the excellent Kirin 980(P30 Pro) and has previously made the Kirin 970(P20 Pro) and the Kirin 960(P10) SoCs.

But those r based on ARM architecture. Without its support how do u expect them to make those kirin processors?

Huawei is finished.

Things that Huawei needs to do

1. Building a new architecture.
2. Making efficient processor based on it.
3. Making equivalent gpu
4. Making a new operating system
5. Building a new app market.
6. Providing incentives to the app manufacturers to make apps for their market.
7. Spending a huge amount behind advertising in order to market their newly made architecture, processor, OS and app market.


Sounds like a whole lot of work to me.

If we make a cost benefit analysis we'll see that it'll be better for Huawei to drop their smartphone manufacturering business from their portfolio. Sad, really sad.

 

[nahtanbob]

True about TSMC but Chinese fab manufacturers are not far off the pace there.

fabrication is one piece of the whole process. there is a complete ecosystem. No country can replicate all aspects of the ecosystem overnight

But those r based on ARM architecture. Without its support how do u expect them to make those kirin processors?

Huawei is finished.

Things that Huawei needs to do

1. Building a new architecture.
2. Making efficient processor based on it.
3. Making equivalent gpu
4. Making a new operating system
5. Building a new app market.
6. Providing incentives to the app manufacturers to make apps for their market.
7. Spending a huge amount behind advertising in order to market their newly made architecture, processor, OS and app market.


Sounds like a whole lot of work to me.

If we make a cost benefit analysis we'll see that it'll be better for Huawei to drop their smartphone manufacturering business from their portfolio. Sad, really sad.

ARM has the best power efficiency in the whole market

 

[Han Patriot]

But those r based on ARM architecture. Without its support how do u expect them to make those kirin processors?

Huawei is finished.

Things that Huawei needs to do

1. Building a new architecture.
2. Making efficient processor based on it.
3. Making equivalent gpu
4. Making a new operating system
5. Building a new app market.
6. Providing incentives to the app manufacturers to make apps for their market.
7. Spending a huge amount behind advertising in order to market their newly made architecture, processor, OS and app market.


Sounds like a whole lot of work to me.

If we make a cost benefit analysis we'll see that it'll be better for Huawei to drop their smartphone manufacturering business from their portfolio. Sad, really sad.

Guys, if I told you

1) we had the world's largest and fastest HSR network
2) we will be the first to send and test quantum satellites
3) have the first and longest quantum network at 2000km
4) have the best quantum radars detecting subs and stealth planes
5) develop the first EUV lithography machine at 22nm, better than ASML
6) develop 5nm fab machine from AMEC used by TSMC
7) have the largest UHV network on earth
8) created the first AI chip on earth
9) fastest supercomputer until last year fully powered by indigenous chips


WOULD YOU BELIEVE ME?

 

[JSCh]

Huawei will use its own phone chips amid report UK design firm ARM has cut business ties, says analyst | South China Morning Post

Huawei will use its own phone chips amid report UK design firm ARM has cut business ties, says analyst

• If ARM cuts ties with Huawei, the Chinese telecoms giant will accelerate use of its own in-house chips, Jefferies says

Iris Deng
Published: 12:10pm, 23 May, 2019

Huawei Technologies is likely to be able to weather a reported suspension of business with UK chip designer ARM as it will be able to rely on its own Kirin chips, according to a research report by Jefferies.

ARM, which develops the designs for chips used in smartphones and other connected devices, supplies two types of licence to Huawei – core and architectural – but any suspension will have limited impact on Huawei’s smartphone production, at least in the short-term, Jefferies analyst Rex Wu wrote in a note on Wednesday.

If Huawei loses its core licence from ARM, it will be able to use its self-developed custom CPU core and GPU architecture, Wu said. Huawei’s architectural licence, granted through ARM’s non-controlling joint venture in China set up last May to secure supplies for Chinese companies following a US export ban on ZTE, should remain valid, Wu said.

“We think ARM's suspension will accelerate Huawei adopting its own customer cores in new Kirin chips, and also developing its own Operating System and ecosystem,” said Wu. “We think Huawei will likely launch new Kirin chips in the near term to show little disruption to operations.”

...​

 

[Han Patriot]

Huawei will use its own phone chips amid report UK design firm ARM has cut business ties, says analyst | South China Morning Post

Huawei will use its own phone chips amid report UK design firm ARM has cut business ties, says analyst

• If ARM cuts ties with Huawei, the Chinese telecoms giant will accelerate use of its own in-house chips, Jefferies says

Iris Deng
Published: 12:10pm, 23 May, 2019

Huawei Technologies is likely to be able to weather a reported suspension of business with UK chip designer ARM as it will be able to rely on its own Kirin chips, according to a research report by Jefferies.

ARM, which develops the designs for chips used in smartphones and other connected devices, supplies two types of licence to Huawei – core and architectural – but any suspension will have limited impact on Huawei’s smartphone production, at least in the short-term, Jefferies analyst Rex Wu wrote in a note on Wednesday.

If Huawei loses its core licence from ARM, it will be able to use its self-developed custom CPU core and GPU architecture, Wu said. Huawei’s architectural licence, granted through ARM’s non-controlling joint venture in China set up last May to secure supplies for Chinese companies following a US export ban on ZTE, should remain valid, Wu said.

“We think ARM's suspension will accelerate Huawei adopting its own customer cores in new Kirin chips, and also developing its own Operating System and ecosystem,” said Wu. “We think Huawei will likely launch new Kirin chips in the near term to show little disruption to operations.”

...​

So they do have their own cores ready, it will replace the arm cores, but ISA will still be using ARM. Use appropriation laws to take over this coding format, allow us to innovate upon it. Now it's a monopoly.