Semiconductor Industry Is Questioning U.S. Export Controls

U.S. Commerce Secretary Wilbur Ross is about to sign off on changes to export controls on the sale of some semiconductors and other high-tech gear to China. In response, nine industry groups — including the Semiconductor Industry Association, the National Foreign Trade Council, and SEMI — urged him to allow for public comment and stressed the role semiconductors play in “the functionality in advanced medical equipment used by health professionals to treat the public,” the latter a reference to COVID-19. Continue reading Semiconductor Industry Is Questioning U.S. Export Controls

Gartner’s Mobile Data Shows a Mixed Bag for Phone Makers

Gartner just released figures on total global smartphone sales that show decreased sales in Q4 2019 despite small year-on-year increases for Apple and Xiaomi. In that quarter, consumers purchased 406.6 million new phones compared to 408.5 million in the same quarter the previous year. Samsung, the long-time leader in smartphone sales, retained the same 17.3 percent market share although it sold fewer units year-on-year. In comparison to Q4 2018, Apple sold 5 million more mobile devices in that quarter in 2019. Continue reading Gartner’s Mobile Data Shows a Mixed Bag for Phone Makers

Huawei Ban Is Likely to Impact Phone Sales and Chip Firms

The U.S. government banned Huawei Technologies to target the company’s 5G telecom equipment, but it’s also had the unintended consequence of crippling the Chinese company’s smartphone business. Huawei is the manufacturer of the world’s No. 2 smartphone, and its business will likely be affected without access to components and software. The ban is also expected to impact other companies, including U.S.-based Broadcom, which says it will suffer a $2 billion hit from not being able to sell to Huawei. Meanwhile, Huawei has made it known that it would invest heavily in countries that welcome its products. Continue reading Huawei Ban Is Likely to Impact Phone Sales and Chip Firms

President Bans Government Use of Huawei, ZTE Components

As part of the Defense Authorization Act, President Trump banned the use of Huawei and ZTE technology by the U.S. government and its contractors. Many Republicans regard the two Chinese companies as national security threats, which led to the passage of a Senate amendment in June to reinstate a trade ban on ZTE, which would have had the impact of shutting that company down. Trump worked to lift the ZTE ban, and the House did not sign off, setting off questions as to whether the two chambers would find a compromise. Continue reading President Bans Government Use of Huawei, ZTE Components