Huawei has initiated legal action against MediaTek over alleged patent infringement, signaling a strategic move to monetize its extensive patent portfolio. With around 140,000 global patents, Huawei generated $560 million in royalty fees in 2022. As geopolitical tensions rise, Huawei’s patent enforcement becomes key in maintaining revenue streams and competitive edge.
Germany has officially banned critical components from Chinese telecom firms Huawei and ZTE in its 5G network infrastructure, citing security concerns. German telecommunications companies must eliminate Chinese equipment from core networks by 2026 and from 5G access and transport networks by 2029.
The US government has taken a significant step by revoking specific licenses that allow American chip manufacturers to export goods to Huawei, the Chinese tech giant. This action will notably reduce the sales of major chip producers like Intel and Qualcomm to China.
In a letter addressed to Congress, Rosenworcel highlighted that the Reimbursement Program would require approximately $4.98 billion to cover all “reasonable and supported” cost estimates in approved applications. This starkly contrasts with the current appropriation of $1.9 billion, resulting in a notable deficit.
According to Counterpoint’s Market Pulse Service, China’s overall smartphone sales saw a modest 1.5% year-on-year growth in Q1 2024, marking a second consecutive quarter of positive growth. Notably, Huawei experienced a remarkable 69.7% year-on-year increase in market share, solidifying its position in the market. This growth was attributed to Huawei’s successful launch of the 5G-capable Mate 60 series and its enduring brand reputation, particularly in the premium segment priced above $600. In contrast, Apple witnessed a 19.1% year-on-year decline in market share during the same period, partly due to Huawei’s gains in this segment.
Huawei is nearing completion of a large R&D complex in Shanghai focused on semiconductor technology. Fujitsu, NEC, NTT, and DoCoMo have unveiled a groundbreaking ‘top-level sub-terahertz 6G device’ achieving 100 Gbps speeds over 100-meter distances in the 100 GHz and 300 GHz bands. MASV’s Solutions Partner Program simplifies large file transfers using their cloud-based platform. LEAP is expanding global customer outreach with Vonage’s Communications APIs and SIP Trunking for scalable cloud connectivity.
In a significant development for Romania’s telecommunication landscape, Huawei, the Chinese equipment manufacturer, has faced a major setback. The Romanian government has formally declined Huawei’s request to deploy its technology within the nation’s 5G networks. This decision, disclosed through the Romanian government gazette without an official press statement, effectively bars Huawei from any future participation in the Romanian mobile network market.
At MWC 2024, a pioneering agreement was drawn between Indosat Ooredoo Hutchison and Huawei, aiming to bolster AI’s transformative role in industry applications and skill enhancement. With AI driving industrial growth, both parties jointly commit to democratizing digitalization and nurturing shared cloud resources, fostering innovation and significant growth.
Telecommunications giant Kirin partners with Chinese auto manufacturer Dongfeng, aiming to innovate in ‘new energy’ automobiles. The deal looks to infuse Huawei tech into Dongfeng’s vehicles, sparking curiosity around specifics and outcomes. Voyah, the brand at the center of the deal, ambitiously plans to double their output, leveraging China’s vigorously blooming EV market.
In the ongoing technological rivalry between the United States and China, Huawei has emerged as a significant beneficiary, particularly in the realm of artificial intelligence (AI). The U.S. government, in its persistent efforts to hinder China’s progress in AI development, has implemented various bans on the sale of certain products from American companies to their Chinese counterparts. The focus of this battle shifted notably to AI over the past year, with China positioning itself as a frontrunner in AI, albeit still relying on U.S. company Nvidia for crucial high-performance chips.