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US has a 'concerted strategy' to push allies to reject Huawei's 5G <span style='color:red'>equipment</span>: Eurasia Group

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US has a 'concerted strategy' to push allies to reject Huawei's 5G equipment: Eurasia Group

Miquel Benitez | Getty ImagesThe United States is pushing its allies to shut out Chinese tech giant Huawei's 5G networks due to national security concerns as the high-speed technology is set to play a critical role in the 21st century, a Eurasia Group expert said Tuesday.Japan, Washington's close ally, will reportedly stop buying Huawei and ZTE network equipment for government offices and its military forces. Huawei has also been excluded from providing technology for the core 5G network that's being developed by U.K. telecoms firm BT.Australia and New Zealand have also banned Huawei from participating in building their 5G networks — the next generation of mobile technology expected to revolutionize the interaction of internet-connected devices and appliances."This is part of a concerted strategy on the part of the United States to pressure allies, western countries and other like-minded allies not to include Chinese 5G equipment in their next generation networks," Kevin Allison, director of geo-technology at risk consultancy Eurasia Group, said Tuesday on CNBC's "Squawk Box."Allison said that 5G technology is a "geopolitically consequential network upgrade" that represents a new level of innovation with major implications for a number of sectors including driverless vehicles, smart cities, advanced factories and artificial intelligence.Such technologies "are really going to set the tone for the rest of the 21st century," he said, citing intense competition in areas such as the race for faster economic growth and stronger militaries.The U.S. approach to box in Huawei is also a factor in its broader conflict with China over trade, Allison said.Complicating the tariff conflict is Canada's arrest on Dec. 1 of Meng Wanzhou, Huawei's chief financial officer and daughter of company founder Ren Zhengfei, for alleged violation of U.S. sanctions against Iran. The U.S. is seeking her extradition and hearings are ongoing in Vancouver.'Strictly complies'China has strongly criticized the treatment of Meng and summoned the ambassadors of both Canada and the U.S. to complain.Huawei, in a letter to its suppliers released late Thursday, said that it "strictly complies with all applicable laws and regulations in our global business operations" and added it "is not aware of any wrongdoing (by Meng)."Allison predicted that the U.S. effort will result in "a split between a 5G network that is built with Chinese technology in some countries, and networks that are built to be free of Chinese technology in other countries."That echoes the view of former Google top executive Eric Schmidt who said earlier this year that within the next decade there will be two separate internets: one led by the U.S. and the other by China.Key vendors in the 5G network business besides Huawei and fellow Chinese company ZTE include Sweden's Ericsson, Finland's Nokia, South Korea's Samsung, Japan's NEC and Fujitsu, as well as Intel, Qualcomm and Cisco of the United States, according to a Eurasia Group report in November.Josh Kallmer, executive vice president for policy at the Information Technology Industry Council, expressed hope for a system of rules whereby questions of security and competition can be balanced."Certainly there's no more important role for a government than to look after national security but it's also important to pursue these commercial issues in the context of a rules based environment," Kallmer told CNBC."We're confident that if both China and the United States and other markets commit to that, then companies will be able to compete on the merits that everybody will have a fair shake at succeeding — and that's the outcome we should all prefer," he said.

Key word：

5G,Huawei

Release time：2018-12-12 00:00 reading：1681 Continue reading>>

Japan's top 3 telcos to exclude Huawei, ZTE network <span style='color:red'>equipment</span>: Report

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Japan's top 3 telcos to exclude Huawei, ZTE network equipment: Report

Japan's big three telecom operators plan not to use current equipment and upcoming fifth-generation (5G) gear from China's Huawei Technologies Co Ltd and ZTE Corp, Kyodo News reported on Monday.The news, for which Kyodo did not cite sources, comes at a time of heightened scrutiny of Chinese tech firms by Washington and some prominent allies over ties to the Chinese government, driven by concerns they could be used by Beijing for spying.Johannes Eisele | AFP | Getty ImagesThe ZTE logo is seen on an office building in Shanghai on May 3, 2018.Last week sources told Reuters that Japan planned to ban government purchases of equipment from Huawei and ZTE to ensure strength in its defences against intelligence leaks and cyber attacks.A SoftBank Group Corp spokesman said Japan's third-largest telco was closely watching government policy and is continuing to consider its options. The amount of equipment in use from Chinese makers "is relatively small", he said.The country's top two telecommunications operators, NTT Docomo Inc and KDDI Corp, said the firms had not made any decision yet.Docomo does not use Huawei or ZTE network equipment, but it has partnered with Huawei on 5G trials. KDDI also does not use Huawei equipment in its "core" network, a spokeswoman said, adding it does not use any ZTE network equipment.Huawei did not respond to Reuters request for comment, while ZTE declined to comment.Huawei has already been locked out of the U.S. market, and Australia and New Zealand have blocked it from building 5G networks amid concerns of its possible links with China's government. Huawei has said Beijing has no influence over it.Japan's decision to keep it out would be another setback for Huawei, whose chief financial officer was recently arrested by Canadian officials for extradition to the United States.World financial markets have been roiled since news of the arrest, on worries it could reignite a Sino-U.S. trade row that was only just showing signs of easing.Shares of SoftBank, which has the deepest relationship with Huawei among the big Japanese telcos, fell the most among the three top Japanese telcos on Monday, ending down 3.5 percent.Industry sources said SoftBank would find it difficult to replace pre-existing Huawei network equipment that is designed for the company and not easily interchangable.Docomo and KDDI shares fell around 1 percent, in a wider market that closed down 2 percent.Earlier, SoftBank's Japanese telecoms unit priced its IPO at an indicated 1,500 yen ($13.31) per share and said it will sell an extra 160 million shares to meet solid demand, raising about $23.5 billion in Japan's biggest-ever IPO.

Key word：

Huawei, ZTE

Release time：2018-12-11 00:00 reading：1458 Continue reading>>

BT to remove Huawei <span style='color:red'>equipment</span> from its core 4G network: Report

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BT to remove Huawei equipment from its core 4G network: Report

Britain's BT Group Plc will remove Huawei Technologies Co's equipment from its core 4G network within two years, the Financial Times reported on Wednesday.The move by BT will bring its mobile phone business in line with an internal policy to keep the Chinese company's equipment at the edge of telecoms infrastructure, the paper said.BT has also excluded Huawei from bidding for contracts to supply equipment for use in its core 5G network, it said.However, BT will continue to use Huawei's kit in what it considers to be benign parts of the network, such as equipment on masts, FT said.The Wall Street Journal in November reported that the U.S. government was trying to persuade wireless and internet providers in allied countries to avoid telecommunications equipment from Huawei. Later, New Zealand rejected Huawei's first 5G bid citing national security risk.Earlier this year, Australia too banned Huawei from supplying 5G equipment, also citing security risks.BT and Huawei were not immediately available for comments.

Key word：

Huawei

Release time：2018-12-06 00:00 reading：1400 Continue reading>>

Worldwide semiconductor <span style='color:red'>equipment</span> billings drop to $15.8B in third quarter 2018

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Worldwide semiconductor equipment billings drop to $15.8B in third quarter 2018

SEMI, the global industry association representing the electronics manufacturing supply chain, today reported that third quarter 2018 worldwide semiconductor manufacturing equipment billings dropped 5 percent from the previous quarter to US$15.8 billion but are 11 percent higher than the same quarter a year ago.The data are gathered jointly with the Semiconductor Equipment Association of Japan (SEAJ) from over 95 global equipment companies that provide data on a monthly basis.The quarterly billings data by region in billions of U.S. dollars, quarter-over-quarter growth and year-over-year rates by region are as follows:

Key word：

Market trend

Release time：2018-12-05 00:00 reading：1331 Continue reading>>

Trade news

Tokyo Electron Closing in on Applied Materials as Semiconductor Equipment Leader

Through the first three quarters of 2018, Tokyo Electron is poised to take over the lead of the semiconductor equipment market, according to the report “The Global Semiconductor Equipment: Markets, Market Shares, Market Forecasts,” recently published by The Information Network, (www.theinformationnet.com) a New Tripoli, PA-based market research company.Since the 1990s, Applied Materials has been the market leader in the semiconductor equipment space. Previously, Japan’s Tokyo Electron was the market leader going back to 1989.Chart 1 shows that Applied Materials share of the top eight equipment companies has dropped from 27.2% in Q1-Q3 2017 to 23.8% in Q1-Q3 2018. During the same period, Tokyo Electron’s share increased from 20.2% to 21.8%. Thus, Applied Materials’ lead over Tokyo Electron decreased from 6.0% to just 2.0%.Data are for semiconductor equipment only and do not include service or spare parts. Foreign currencies were converted to US dollars using exchange rates on a quarterly basis.

Key word：

Tokyo Electron

Release time：2018-11-27 00:00 reading：1370 Continue reading>>

U.S. asks allies to avoid Huawei's <span style='color:red'>equipment</span>: WSJ

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U.S. asks allies to avoid Huawei's equipment: WSJ

The U.S. government is trying to persuade wireless and internet providers in allied countries to avoid telecommunications equipment from China's HuaweiTechnologies , the Wall Street Journal reported on Thursday.U.S. officials have reached out to their government counterparts and telecom executives in friendly countries where Huawei equipment is already in wide use about what they see as cybersecurity risks, according to the WSJ report https://on.wsj.com/2KpHKgr, which cited unnamed people familiar with the situation.Huawei has come under scrutiny in the United States recently.Intelligence agency leaders and others have said they are concerned that Huawei and other Chinese companies may be beholden to the Chinese government or ruling Communist Party, raising the risk of espionage.Washington has been considering increasing financial aid for telecommunications development in countries that shun Chinese-made equipment, the WSJ reported.One of the government's concerns is based on the use of Chinese telecom equipment in countries that host U.S. military bases, such as Germany, Italy and Japan, the report added.Huawei did not immediately respond to a Reuters request for comment. (Reporting by Bhanu Pratap in Bengaluru, Editing by Rosalba O'Brien)

Key word：

Huawei

Release time：2018-11-26 00:00 reading：1256 Continue reading>>

North American semiconductor <span style='color:red'>equipment</span> industry posts October 2018 billings

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North American semiconductor equipment industry posts October 2018 billings

North America-based manufacturers of semiconductor equipment posted $2.06 billion in billings worldwide in October 2018 (three-month average basis), according to the October Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI. The billings figure is 0.9% percent lower than the final September 2018 level of $2.07 billion, and is 2.0 percent higher than the October 2017 billings level of $2.02 billion.“October billings of North American equipment suppliers reflect near-term weakening of demand for PC, mobile phones and servers,” said Ajit Manocha, president and CEO of SEMI. “Additionally, memory manufacturers have pulled back investments in response to recent softening of memory pricing.”The SEMI Billings report uses three-month moving averages of worldwide billings for North American-based semiconductor equipment manufacturers. Billings figures are in millions of U.S. dollars.

Key word：

Market trend

Release time：2018-11-23 00:00 reading：1230 Continue reading>>

North American semiconductor <span style='color:red'>equipment</span> industry posts September 2018 billings

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North American semiconductor equipment industry posts September 2018 billings

North America-based manufacturers of semiconductor equipment posted $2.09 billion in billings worldwide in September 2018 (three-month average basis), according to the September Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI. The billings figure is 6.5 percent lower than the final August 2018 level of $2.37 billion, and is 1.8 percent higher than the September 2017 billings level of $2.05 billion.“Quarterly global billings of North American equipment suppliers experienced their typical seasonal weakening in the most recent quarter,” said Ajit Manocha, president and CEO of SEMI. “Relative to the third quarter, we expect investment activity to improve for the remainder of the year.”The SEMI Billings report uses three-month moving averages of worldwide billings for North American-based semiconductor equipment manufacturers. Billings figures are in millions of U.S. dollars.Billings(3-mo. avg.)Year-Over-YearApril 2018$2,689.925.9%May 2018$2,702.319.0%June 2018$2,484.38.0%July 2018$2,377.94.8%August 2018 (final)$2,236.82.5%September 2018 (prelim)$2,091.91.8%Source: SEMI, October 2018

Key word：

Market trend

Release time：2018-10-25 00:00 reading：1374 Continue reading>>

Global fab <span style='color:red'>equipment</span> spending to rise by 14%, according to SEMI

Trade news

Global fab equipment spending to rise by 14%, according to SEMI

　　In its Mid-Year Update to the 2018 McClean Report, IC Insights updated its forecast of sales growth for each of the 33 major IC product categories defined by WSTS (Figure 1). IC Insights now projects that seven product categories will exceed the 16% growth rate expected from the total IC market this year. For the second consecutive year, the DRAM market is forecast to top all IC product segments with 39% growth. Overall, 13 product categories are forecast to experience double-digit growth and 28 total IC product categories are expected to post positive growth this year, down slightly from 29 segments in 2017.　　Rising average selling prices for DRAM continued to boost the DRAM market through the first half of the year and into August. However, IC Insights believes the DRAM ASP (and subsequent market growth) is at or near its peak, as a big rise in DRAM capital expenditures for planned capacity upgrades and expansions is likely put the brakes on steep market growth beginning in 2019.　　In second place with 29% growth is the Automotive—Special-Purpose Logic market, which is being lifted by the growing number of onboard electronic systems now found on new cars. Backup cameras, blind-spot (lane-departure) detectors, and other “intelligent” systems are mandated or are being added across all new vehicles—entry level to luxury—and are expected to contribute to the semiconductor content per new car growing to more than $540 per vehicle in 2018.　　Wireless Comm—Application-Specific Analog is forecast to grow 23% in 2018, as the world becomes increasingly dependent on the Internet and demand for wireless connectivity continues to rise. Similarly, demand for medical/health electronics systems connectivity using the Internet will help the market for Industrial/Other Application-Specific Analog outpace total IC market growth in 2018.　　Among the seven categories showing better than total IC market growth this year, three are forecast to be among the largest of all IC product categories in terms of dollar volume. DRAM (#1 with $101.6 billion in sales), NAND Flash (#2 with $62.6 billion), Computer and Peripherals—Special Purpose Logic (#4 with $27.6 billion) prove that big markets can still achieve exceptional percentage growth.

Key word：

Market trend

Release time：2018-09-19 00:00 reading：1111 Continue reading>>

Worldwide semiconductor <span style='color:red'>equipment</span> billings reach $16.7B in second quarter 2018

Trade news

Worldwide semiconductor equipment billings reach $16.7B in second quarter 2018

Worldwide semiconductor manufacturing equipment billings reached US$16.7 billion in the second quarter of 2018, 1 percent lower than the previous record quarter and 19 percent higher than the same quarter a year ago, SEMI, the global industry association representing the electronics manufacturing supply chain, reported today.The data are gathered jointly with the Semiconductor Equipment Association of Japan (SEAJ) from more than 95 global equipment companies that provide monthly data. The quarterly billings data by region in billions of U.S. dollars, quarter-over-quarter growth and year-over-year rates by region are as follows:Source: SEMI and SEAJ, September 2018The Equipment Market Data Subscription (EMDS) from SEMI provides comprehensive market data for the global semiconductor equipment market.

Key word：

Market trend

Release time：2018-09-11 00:00 reading：1396 Continue reading>>

model	brand	Quote
BD71847AMWV-E2	ROHM Semiconductor
RB751G-40T2R	ROHM Semiconductor
MC33074DR2G	onsemi
TL431ACLPR	Texas Instruments
CDZVT2R20B	ROHM Semiconductor

model	brand	To snap up
IPZ40N04S5L4R8ATMA1	Infineon Technologies
BU33JA2MNVX-CTL	ROHM Semiconductor
ESR03EZPJ151	ROHM Semiconductor
STM32F429IGT6	STMicroelectronics
BP3621	ROHM Semiconductor
TPS63050YFFR	Texas Instruments

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