U.K. Found ‘Critical’ Weakness in Huawei Equipment - Bloomberg

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1. U.K. Found ‘Critical’ Weakness in Huawei Equipment  Bloomberg
2. UK found flaw of 'national significance' in Huawei tech, says report  ZDNet
3. Huawei Has Failed To Resolve Security Flaws, UK Government Report Says  Forbes
4. Out of date Huawei kit posed threat to UK telecoms security  Financial Times
5. Britain says Huawei security failings pose long-term risk: govt report  WHBL News
6. View Full Coverage on Google News

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October 01, 2020 at 07:31PM
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U.K. Found ‘Critical’ Weakness in Huawei Equipment - Bloomberg

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Huawei Will Launch Its Brilliant Alternative To Google In Weeks, Report Claims - Forbes

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Will next Spring's Huawei P Series phones use Harmony OS instead of Android?

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Is Huawei about to ditch Android for its smartphones? It was already known that this was happening but it looks like things are accelerating rapidly.

MORE FROM FORBESHuawei Mate 40 Pro New Details Leak Showing Gorgeous Curved Display, 4 CamerasBy David Phelan

Huawei’s latest smartphones are already using just an open-source version of Android, lacking the Google Mobile Services which power Google Maps, Gmail, YouTube and the Google Play Store. Even though the company has found powerful alternatives to some of these, including a dazzling replacement for Google Maps, and has the excellent Petal Search which aims to make things as easy as possible for users looking for apps, Huawei has made clear that its own OS would be a more practical solution, if it really can’t go back to using full Android.

Now, a report claims that Huawei is almost ready to release its system, called Harmony OS, to developers, perhaps as soon as December.

Notebook Check reports that Huawei may send Harmony OS in the form of smartphones running Harmony instead of Android to the developers.

A year ago in Shenzhen, I saw the production line making the latest Huawei smartphones. A super-slick operation, the visit was just days after Huawei announced Harmony OS as its own operating system. I asked how long it would take to reprogram the assembly line to make phones with the new OS on them instead of Google’s Android. The answer was that it would take hours, not days, to switch from one to the other.

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In which case, phones toting Harmony OS seems a manageable task. Even a year ago, Huawei was bullish about how much more efficient than Android Harmony (also known as Hongmeng OS) would be.

Harmony OS 2 has just been announced, but version 1, when it was revealed last year, has already been used on other devices, just not phones. Huawei said at the time that it had been devised to work on multiple machines, especially Internet of Things gizmos.

MORE FROM FORBESApple Unexpectedly Reveals 100+ New Emoji Including 1 You Really Won't LikeBy David Phelan

By sending Harmony OS to developers, Huawei is hoping that apps can be optimised for the new operating system, and even to allow third-party devices to run on Harmony. Huawei, it seems, is hoping to have new devices running the OS as soon as next year.

The most obvious place to put the new OS will be next year’s P series phones, likely to be launched in the Spring.  And it will also put Huawei in the same position as Apple, that is, a company that makes both the hardware and software for its products, with the advantages in streamlined simplicity this brings.

Will the next Huawei operating system look very different from Android?

David Phelan

But, of course, it’s hard to challenge the vise-like grip Android has on the world of mobile phones, especially outside China.

One thing is sure, the phone software won’t look that different. That’s because on top of Android sits Huawei’s EMUI interface which, I’m told, is designed to look the same whether it’s on top of Android or Harmony.

Look more closely and those important Google-dependent apps will still be missing. But if Harmony OS is a success, maybe many of the app developers whose key products aren’t available on Huawei phones now will look again at making them available.

---

Follow me on Instagram by clicking here: davidphelantech and Twitter: @davidphelan2009

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October 01, 2020 at 10:00PM
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Huawei Will Launch Its Brilliant Alternative To Google In Weeks, Report Claims - Forbes

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Tightened restrictions on Huawei smartphones could boost the iPhone - AppleInsider

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Investment bank Cowen believes that a U.S.-caused decline in Huawei device shipments will bode well for Apple's iPhone in the global premium smartphone market.

Back in 2019, the U.S. Commerce Department issued an order blocking Huawei from using American-made semiconductors and other technology in its devices. Those restrictions were enacted in May, and further tightened by the U.S. in August.

In a research note to investors seen by AppleInsider, lead Cowen analyst Krish Sankar believes that those heavy restrictions on U.S. technology could drive upside for Apple's smartphones in both Europe and China.

"The inability to produce its own or purchase third-party apps processors /SoCs is perhaps the biggest impediment to Huawei maintaining its market position," Sankar wrote. "With shipments estimated to decline to ~50M in CY21 (from 186M in CY20), existing component inventories could be drawn down by mid-CY21

Cowen's field work suggests that Huawei smartphone shipments will continue to see a significant decline in 2021, which could leave about 15 to 20 million shipments worth of annual premium device sales up for grabs. Apple, as a premium smartphone seller, could be one of the key companies that will vie for the available market demand.

However, that's on the premium end of Huawei's market — devices that include the P and Mate series. Sankar believes most of Huawei's low- and mid-range market will be absorbed by Chinese brands like Oppo, Vivo, and Xiaomi.

The bank's analysis suggests that every 5 million units of iPhone upside could generate an incremental earnings-per-share of .7 cents, or 2%. If Apple captures 15 million units of Huawei's demand, it could represent incremental revenue increase of 4% in 2022, and EPS upside of 5% to 6%.

"We expect the upcoming iPhone '12' that will have 5G wireless support can capture the majority of the premium unit share that is not fulfilled by Huawei," Sankar wrote.

Cowen iPhone build forecasts remain unchanged for the September quarter at 42 million units, representing a 20% quarter-over-quarter increase and an 11% decline from the same period in 2019. Sankar believes that the "iPhone 12" could launch in October, with shipments reaching consumers and store shelves the same month. In the December quarter, the analyst expects iPhone build numbers of 73 million units — including an 81% mix of new "iPhone 12" and "iPhone 12 Pro" models.

Sankar is maintaining his 12-month AAPL price target of $133, based on a 25x earnings multiple on Apple's core business and a 41x multiple on the recurring Services segment.

Shares of AAPL were trading at $116.37 on Thursday morning, up 0.45% in intra-day trading. The company's share price is down 13.2% since Sept. 1.

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October 01, 2020 at 09:19PM
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Tightened restrictions on Huawei smartphones could boost the iPhone - AppleInsider

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Huawei Has Failed To Resolve Security Flaws, U.K. Government Report Says - Forbes

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Topline

Huawei has failed to adequately resolve security flaws in the equipment used by the U.K. telecom networks, the British government’s cyber-spy agency said in an official report released a few months after the Chinese telecom equipment-maker was barred from the country’s 5G mobile networks over security concerns.

U.K. telcos have been banned from using Huawei's equipment on their 5G networks.

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Key Facts

The report, prepared by a U.K. government board led by a member of the cyber-intelligence agency Government Communications Headquarters (GCHQ) found that there had been no evidence that the Chinese firm has made a significant shift on the matter, the BBC reported.

The report added that while some improvements were made by Huawei, the board could only provide "limited assurance that all risks to UK national security" could be mitigated in the long-term.

The U.K. government had initiated a review of Huawei’s network equipment after the U.S. government issued sanctions against the company in May restricting it from sourcing key components from American suppliers.

Following the sanctions, Britain’s National Cyber Security Centre had determined that Huawei’s equipment could no longer be considered safe as it had to rely on non-US components.

The Trump administration has cracked down on Chinese tech firms over security concerns within the U.S. while also engaging in diplomatic efforts to pressure European governments to bar Huawei devices from being used in their 5G networks.

Big Number

£2 billion. That is how much the ban on Huawei would cost the U.K government, as the move would result in a delay of up to three years in the country’s planned 5G rollout, Culture Secretary Oliver Dowden had told the British parliament.

Tangent

Germany is set to impose new restrictions on telecom equipment providers which would effectively prevent Huawei’s devices from being used in the country’s 5G phone networks, the Financial Times reported on Wednesday. An IT security bill that Chancellor Angela Merkel’s cabinet plans to pass will introduce a two-stage approval process for equipment makers, including a technical check of individual components along with a political assessment of the manufacturer’s “trustworthiness”. While the bill doesn’t explicitly ban Huawei, the report stated that the added bureaucratic approval process would make it nearly impossible for the Chinese firm to participate in building Germany’s 5G network.

Key Background

In July, the U.K. government announced that it was banning Huawei from its upcoming 5G networks. Under the new law, telecom operators in the country will be forced to stop buying hardware from the Chinese firm by the end of the year and will have until 2027 to strip out existing Huawei devices from their infrastructure. This move was a reversal from a January decision, which allowed limited use of Huawei equipment and angered U.S. President Donald Trump. In June, the Federal Communications Commission had officially designated Huawei as a threat to U.S. communications networks, claiming the company has close ties to the Chinese government and its military services. The agency has barred U.S. telecom companies from using the FCC’s $8.3 billion subsidy fund to purchase any equipment made by the Chinese firm.

Further Reading

U.K. Government Bans Huawei Devices From 5G Networks, Existing Equipment To Be Phased Out By 2027 (Forbes)

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October 01, 2020 at 11:33PM
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Huawei Has Failed To Resolve Security Flaws, U.K. Government Report Says - Forbes

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Huawei brings PV batteries to Europe – pv magazine International - pv magazine International

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The technology group from China is now presenting its Luna2000 photovoltaic storage system on a roadshow across Germany. It will start sales with a number of partners later this year in several European countries.

October 1, 2020Sandra Enkhardt

Image: Huawei

Huawei will soon start offering its Luna2000 home energy-storage system for residential PV systems throughout Europe.

The inverter manufacturer said that the storage solution will be available in Germany by the end of this year, as well as other unspecified European markets.

It is currently presenting its new product on a roadshow across Germany and claims that it is generating significant consumer interest. It will run the roadshow at a number of different locations until the end of October.

The modular Luna2000 storage solution is available in three versions. The smallest variant has a capacity of 5 kWh, with a maximum discharge capacity of 3.5 kW. The other two versions have capacities of 10 kWh and 15 kWh, with maximum discharge capacities of 7 kW. They weigh between 63.8 kg and 163.8 kg.

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The Luna2000 system can be combined with Huawei single-phase and three-phase inverters. The company uses lithium iron phosphate cells, with a maximum of two batteries running in parallel for a maximum of 30 kWh of potential storage capacity. 

Huawei relies on a multilevel security concept that extends from the cell chemistry and sensor technologies to the battery unit itself, as well as the entire storage system and inverters. Each battery unit has its own management system and comes with a 10-year guarantee.

The storage solution can be installed on a stand or can be mounted on walls. Huawei is primarily targeting the residential PV segment, but the Luna2000 system can also be used in small commercial applications. It has yet to disclose prices, however, other than to claim that the systems will be sold at “very attractive” prices. 

This content is protected by copyright and may not be reused. If you want to cooperate with us and would like to reuse some of our content, please contact: editors@pv-magazine.com.

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October 01, 2020 at 11:52AM
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Huawei brings PV batteries to Europe – pv magazine International - pv magazine International

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Huawei ready to be ‘vivisected’ to show equipment does not pose a security risk - South China Morning Post

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[unable to retrieve full-text content]Huawei ready to be ‘vivisected’ to show equipment does not pose a security risk  South China Morning Post The Link Lonk


September 30, 2020 at 07:27PM
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Huawei ready to be ‘vivisected’ to show equipment does not pose a security risk - South China Morning Post

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China readies antitrust investigation into Google year after Huawei complaint: report - Fox Business

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FOX Business’ Charlie Gasparino gives updates on the Department of Justice’s lawsuit against Google and the potential TikTok deal.

China is readying to launch an anti-trust investigation into Google amid allegations the American search engine leverages its dominance on the Android mobile operating system to eliminate competition, according to a report published on Wednesday.

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Huawei Technologies Co., Ltd., the Chinese telecom giant headquartered in Shenzhen, Guangdong, initiated the complaint last year, which was submitted by China’s top market regulator, the State Administration for Market Regulation, to the State Council’s anti-trust committee for review, Reuters reported, citing two sources who declined to be identified.

U.S. TIGHTENS EXPORTS TO CHINA'S CHIPMAKER SMIC, CITING RISK OF MILITARY USE

A decision to move forward with a formal investigation into Google, which is operated by its parent company Alphabet Inc., could come as early as October, one of the sources said. The probe also could be affected by the relationship between China and the United States at the time.

President Trump has consistently ramped up pressure on China since first launching a trade war in 2018 and restricting Huawei on national security grounds. His administration threatened similar restrictions against Semiconductor Manufacturing International Corp 0981.HK and ordered TikTok owner ByteDance to divest the short-form video app.

The potential investigation conducted by China would also explore accusations that Google’s market position could cause “extreme damage” to Chinese companies like Huawei, leading to loss of confidence and revenue, a source said.

US HOUSE JUDICIARY ANTITRUST REPORT LIKELY TO COME OUT AS SOON AS MONDAY OCTOBER 5: REPORT

Despite Huawei being blacklisted by U.S. trade regulators, Google had a temporary license allowing the search engine to provide technical support to new Huawei phone models and access to Google Mobile Services, the developer services bundle upon which most Android apps are based, according to Reuters. The license expired in August.

Just this year, the U.S. has imposed new restrictions on Chinese diplomats and journalists; closed the Chinese consulate in Houston, and repeatedly criticized China on multiple fronts, from its handling of the coronavirus to its military moves in the South China Sea and its human rights record in Hong Kong and the Xinjiang region, home to largely Muslim ethnic groups.

China has rebuked the U.S. and taken parallel measures, including the closing of a U.S. consulate in the southwestern city of Chengdu. With almost daily heated exchanges, Chinese Foreign Minister Wang Yi has said that ties face their gravest challenge since the normalization of relations in 1979.

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Meanwhile, a report compiled by the U.S. House of Representatives Judiciary Committee's antitrust subcommittee into antitrust allegations against Alphabet's Google, as well as Amazon.com Inc., Facebook Inc., and Apple is expected to come as soon as next Monday.

The four of America's largest tech companies have a combined market value of about $5 trillion.

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The Associated Press contributed to this report.

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October 01, 2020 at 12:06AM
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China readies antitrust investigation into Google year after Huawei complaint: report - Fox Business

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