More Fun with Wireless Standards – The 3GPP has released a new timeline for updates to the 5G standard. And while it is delayed by 7-8 months, there are many signs that we are returning, or at least headed towards, some form of normalcy.
Who benefits from Huawei’s predicament? – Foreign and domestics competitors win, foreign suppliers see little change, customers lose a supplier, but the biggest losers are China’s aspiring component vendors.
China has about a dozen RF chip companies, competing at the low end of the market. Ultimately, they will consolidate, but the question is how many will survive and become global players. This pattern likely applies to all of China’s 1,300 chip companies.
The Five Year Plan for Semis – It strikes as folly that the US government seeks to abandon the principles that built the US semis industry in a bid to confront China which is using those exact methods.