[kictanet] Google has revoked Huawei's Android license
Kathy Mwai
kathymwai at gmail.com
Fri May 24 13:12:02 EAT 2019
Patrick,
I am in complete agreement with you here - China is being smart and most
probably planning what battles to fight. I can't wait to see how the fact
that China holds America's biggest debt is going to play out. And as far as
manufacturing? Yeah perhaps it wasn't a smart move to not decentralize but
creating redundancy in manufacturing I suppose is not the thing that
happens. The way I see it is that this move is going to get companies to
move out of China to avoid the tariffs, systematically weaken China - a
long shot though - and thereby tame their increasing dominance. What with
the road and belt initiative which America is super opposed to? Not
forgetting that this is a political move and 2020 is beckoning.
Is a wait and observe from here onwards...
Kathy
On Thu, May 23, 2019 at 1:48 PM Patrick A. M. Maina via kictanet <
kictanet at lists.kictanet.or.ke> wrote:
> Paul, could it be the other way round... that China's power is being
> underestimated?
>
> Consider the following "cards" that China has yet to play:
>
> 1. Apple: a sitting duck that doesn't seem to have a "plan B" for its
> factories. Numerous other US manufacturers (e.g. shoe/apparel industry) are
> in the same boat.
>
> 2. US has materially significant reliance on China for supply of rare
> earth elements (essential for its tech and defense manufacturing
> industries). Currently, only China can meet US demand.
>
> 3. As a net exporter, china can artificially devalue its currency to
> offset the impact of US trade sanctions/concessions.
>
> 4. China also holds a significant amount of US bonds that it can fire-dump
> to try trigger an economic crisis in the US. Might backfire on China though.
>
> 5. It can also dump dollars and switch to barter / other currencies,
> weakening USD hegemony (e.g. in global commodities markets).
>
> 6. European manufacturers / brands / traders might not see this as their
> fight so could pressure their US allied governments to chart their own
> paths. Example being UK's 5G quagmire. Italy and Germany as well..
>
> 7. China is a Military power (with nukes) - so the US - and (especially)
> its European allies - will think twice, or thrice, before leveraging
> military options.
>
> 8. China could come down hard on us national champions, like Boeing.
>
> I think China is exercising tactical restraint and playing for time as US
> gets into election mode.
>
> If there was ever an incentive for a state actor to hack the US election
> and put a more "moderate" person in office, China has plenty of it right
> now. So does Russia - after the sanctions. Interesting times ahead in the
> cyber realm.
>
> On relocating factories, it's not that easy (except for low-tech
> industries). Tech manufacturing relies on supply chain ecosystems, complex
> tooling and specialized labor that takes time to develop in a sustainable
> way. By optimizing their supply chain, US manufacturers inadvertently put
> all their eggs in one basket instead of developing strategic resilience by
> setting up distributed factories in the global south - especially in Africa.
>
> Hard to blame them though... I don't think anyone could have imagined the
> present day scenario as a plausible risk! The business case for
> geographical redundancy just didn't exist. But it does now.
>
> You can be sure that governments, investors and corporations are following
> these events very closely and learning fast.. and so it is likely that
> there will be major global production/supply chain adaptations as global
> actors implement smart geopolitical risk management strategies.
>
> Africa stands to gain massively ("kuangukia") - especially countries that
> can quickly get their act together (control corruption, reduce nepotism and
> build the right strategic teams to tap into these new opportunities via
> win-win models).
>
> Good day,
> Patrick.
>
> Patrick A. M. Maina
> [Cross-domain Innovator | Independent Public Policy Analyst - Indigenous
> Innovations]
>
>
>
> On Wednesday, May 22, 2019, 1:49:43 AM GMT+3, Paul Magacha via kictanet <
> kictanet at lists.kictanet.or.ke> wrote:
>
>
> Dear Listers,
> I can’t stop my self from commenting on this topic. It looks like we are
> underestimating USA and its allies. US is a net importer while China is a
> net exporter, economics experts, understand the impact of tariffs on these
> types of economies.
>
> Also china’s economy is not that open compared to the western economies.
> Google maps can’t be used in China etc.
>
> Chinese government spends billions of dollars sending students to US to
> learn technology and sciences but I don’t see US government doing the same.
> Clearly you should see who are the leaders. Don’t forget most of Chinese
> technology was derived from stolen intellectual property (IP) from US and
> the Chinese government encourages this.
>
> The country with the highest number of cyber attacks is the US and most of
> the attacks come from China, Russia, Iran etc. trying to steel technology
> and IP.
>
> And finally don’t forget USA made China the way it is now.
> First by allowing China to join WTO and by doing so China was able to
> increase trade with US and secondly US and its allies transferring
> knowledge to China through joint ventures. They stopped using japan and
> Korea since the cost of labor increased in those countries and if the cost
> of labor increases in China they will move again.
> Br,
> Paul.
>
> Sent from my iPhone
>
> On May 21, 2019, at 11:11 AM, Erick Mwangi via kictanet <
> kictanet at lists.kictanet.or.ke> wrote:
>
> A bit of context: Huawei is the largest telecom equipment company in the
> world. It posted more than $107B in revenue last year and operates in more
> than 170 countries, that is a threat to the US. They are also the first to
> develop 5G technology, which will ensure AI devices function seamlessly,
> driverless cars not to crash, machines communicate in real time round the
> world and that nearly every device in the world will be wired.
>
> They just have not risen to the top by accident, they have a whooping 80k
> staff dedicated to R&D - Thats half of its staff in R&D..
>
> This is def a trade war and the US has been spooked, Huawei having its own
> OS will be a game changer.
>
> So are we relying on Global Techs?
>
> I tend to look at it this way, we rely on what works for us. Repercussions
> - well he who pays the piper...
>
> Best
>
> E Njoroge Mwangi
> Technology| FINTECH | Big Data
>
> Cell +44 7539372742
> Skype: Erick.mwangi
>
>
> On Tue, May 21, 2019 at 8:47 AM Alex Comninos via kictanet <
> kictanet at lists.kictanet.or.ke> wrote:
>
> Thanks for starting the debate.
>
> I think this is a trade war instigated by a madman
>
> Definitely there is a reliance on Global tech, but making trade-war sabre
> rattling around consumer products is not dealing with the issues involved.
>
> Its weird the focus is on Google and Android while Huawei has got
> components in telecom networks around the world.
>
> Its possible for anyone to backdoor components.
>
> Its easy to throw these accusations around and there is little scrutiny
> when pointing at the traditional bad guys. Remember supermicro?
> https://www.washingtonpost.com/opinions/2019/04/05/bloomberg-submitted-big-hack-story-award/?utm_term=.4c1c59bb4bb5
>
> There are also western companies doing the same thing.
>
> I think resorting to not importing tech from other countries is not
> viable. The only solution would be very hard: open hardware, transparent
> procurement, controls in the supply chain, and much vigilance.
>
> Best,
> Alex
>
> On 21 May 2019, at 04:28, Kelvin Kariuki via kictanet <
> kictanet at lists.kictanet.or.ke> wrote:
>
> Dear Listers,
> I hope this email finds you well, this is the current trending topic, I'd
> like to here your views on this topic from a Policy Perspective.
>
> Are we overrelying on Global Techs? What are the possible repercussions if
> they pull out on us? Should Global Techs be declared Dominant to balance
> the market and reduce the risks of a failure? Feel free to add more
> questions.
>
> Looking forward to your views on this.
>
> --
> Best Regards,
>
> Kelvin Kariuki
> Assistant Lecturer
> Multimedia University of Kenya
> Faculty of Computing and Information Technology
> Twitter Handle: @teacherkaris
> Alt email: kkariuki at mmu.ac.ke
> Mobile: +2547 29 385 557
>
> The Lord is my Shepherd
>
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> sector in support of the national aim of ICT enabled growth and development.
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--
*Dream and Your Dreams Will Fall Short..... <kathymwai at gmail.com>*
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