[kictanet] Google has revoked Huawei's Android license

Fri May 24 13:24:19 EAT 2019

Hi Patrick and Kathy,

I like the kuangukia bit. We should amplify this part of the conversation.
How exactly can Africa net consumer capitalise on the situation?

Regards

On Fri, 24 May 2019 13:12 Kathy Mwai via kictanet, <
kictanet at lists.kictanet.or.ke> wrote:

> 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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>> regulation. The network aims to act as a catalyst for reform in the ICT
>> 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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> The Kenya ICT Action Network (KICTANet) is a multi-stakeholder platform
> for people and institutions interested and involved in ICT policy and
> regulation. The network aims to act as a catalyst for reform in the ICT
> sector in support of the national aim of ICT enabled growth and development.
>
> KICTANetiquette : Adhere to the same standards of acceptable behaviors
> online that you follow in real life: respect people's times and bandwidth,
> share knowledge, don't flame or abuse or personalize, respect privacy, do
> not spam, do not market your wares or qualifications.
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