Conflicting reports: Huawei and China Mobile may buy Brazil carrier Oi

The O Globo website reported on Saturday that Huawei is joining forces with China Mobile to buy struggling Brazilian carrier Oi, in an attempt to boost their footprint in Latin America’s largest market.  The two Chinese companies anticipate a significant growth in business once Brazil starts deploying its 5G network. Oi’s 360,000 kilometers of fiber infrastructure is seen as an attractive asset.

Oi declined to comment on the matter, while Huawei and China Mobile did not immediately respond to Reuters’ requests for comment.

However, on Sunday Huawei told Reuters it was not interested in acquiring struggling Oi or any other Brazilian carrier.

“Huawei has no plan or interest in acquiring Oi or any other Brazilian carrier. In Brazil for more than 20 years, the company is working with all major Brazilian carriers supplying the best products and solutions to support digital transformation in Brazil,” the company said in an emailed statement to Reuters.

It would be very strange for Huawei to invest in a telecom carrier which is traditionally its bread and butter customer!

Brazil’s largest fixed-line carrier has been struggling to turnaround its business since it filed for bankruptcy protection in June 2016 to restructure approximately 65 billion reais of debt.  Oi is also negotiating its network with Spain’s Telefonica and Telecom ItaliaAT&T and another (unnamed) Chinese company.

Speculation of the bid comes as Brazil’s Senate approved a bill to update the country’s obsolete framework for telecommunications, paving the way for Oi to implement a plan to sell up to $2 billion in non-core assets. Earlier this week, Suno Notícias reported that China Mobile has filed a request to operate in Brazil and eventually acquire Oi. The country’s telecom regulatory agency Anatel said Sept. 17th it didn’t have any official information regarding the request.

…………………………………………………………………………………………………….

Addendum: Huawei launches new ‘Vision TV’ with 4K quantum dot color, which comes in 55″/65″/75″ sizes. Media paying attention to the fact that Huawei is adopting QD technology, which until now has been a key technology for Samsung’s TV (QLED) strategy. (ZDNet)

http://www.zdnet.co.kr/view/?no=20190920082939

 …………………………………………………………………………………………….

References:

https://www.reuters.com/article/us-oi-m-a-huawei-tech/huawei-to-join-forces-with-china-mobile-to-bid-for-brazils-oi-report-idUSKBN1W60EH

https://www.euronews.com/2019/09/22/huawei-denies-interest-in-acquiring-oi-or-any-other-brazilian-carrier

 

 

Qualcomm, Samsung, and Huawei announce 5G SoCs at IFA in Berlin

The Berlin-based IFA consumer electronics show keynotes from Qualcomm, Huawei, and Samsung illustrated the telecom supplier industry’s strong dedication to 5G System on a Chip (SoC).  Yet this comes more than one year before the IMT 2020 Radio Interface Technology (RIT) standard has been completed and six months (or more) before 3GPP Release 16 (which will specify ultra low latency and ultra high reliability) has been finalized.  Hence, we wonder if major revisions of announced 5G SoC’s and chipsets will be required in IMT 2020 standard endpoint devices?

Qualcomm President Cristiano Amon’s keynote presentation described the company’s 5G strategy, which is focused in part on driving access to 5G end point devices.  Amon promised to bring 5G mobile phones to the masses with a high-end modem and said Qualcomm chips would also power mid-price 5G devices reaching the market next year.

Qualcomm’s second-generation X55 modem supports 5G at both sub-6 GHz and millimeter wave frequencies and supports peak downlink speeds of 7 Gbps and peak uplink speeds of 3 Gbps.

Notable in Qualcomm’s IFA presentation is support for dynamic spectrum sharing (DSS) across the 6-, 7- and 8-series Snapdragon mobile platforms. In addition to bringing down the price point on 5G phones, this fits with operators plans to rapidly scale coverage in 2020 by using DSS, which lets LTE and 5G operate in the same band at the same time.  More on DSS (Ericsson and Qualcomm 5G data call) in this techblog post.

As wireless network providers introduce or expand their 5G network offerings, “We need to enable the operators to have that ecosystem ready so you can start providing new devices with dynamic spectrum sharing… We want all the users to have the benefit of this technology,” Amon told the IFA audience.

To make that 5G ecosystem possible, Amon announced Qualcomm would bring its portfolio of 5G mobile platforms out of just the 8-series and into the 7- and 6-series in 2020. Amon said a dozen OEMs were already onboard. with the 5G-enabled 7-series. “We are going to bring 5G to scale with our many partners.”

“Qualcomm have done a phenomenal job to drive the 5G ecosystem,” said industry analyst Paolo Pescatore. “It’s going faster than anyone could have ever imagined.”

–>We certainly agree with that comment – Qualcomm has done a splendid job, but much more work remains before an IMT 2020 chipset/SoC is introduced – most likely in mid 2021.  Qualcomm will likely be partnering with carriers to market new devices. It’s typical for operators to market subsidized handsets in the United States, but much less so in Europe.

qualcomm 5G IFA

Image courtesy of Qualcomm.

5G chipsets from Qualcomm, the world’s biggest supplier of mobile phone chips, now run on five devices from Samsung Electronics, including the $1,299 Galaxy S10 5G model and the new $2,000 Galaxy Fold.  Samsung is the world’s #1  smartphone maker.  It has also put Qualcomm chips in its lower-priced A90 5G model, which had used Samsung chips in an earlier version.

Amon said that Qualcomm plans to add 5G capabilities to its lower-cost Snapdragon 6 and 7 series devices, which could make 5G phones available at lower prices than the current models, which are mostly flagship devices priced at a premium. Qualcomm’s 6 and 7 series Snapdragon chips are found in devices from Lenovo Group Ltd’s Motorola, Xiaomi Corp, Oppo and Vivo that retail in the $300 range.

Indeed, virtually all flagship 5G mobile devices launched in 2019 in Europe and beyond are built on the Qualcomm’s ®Snapdragon™ 855 Mobile Platform.  Such semiconductor market dominance is unprecedented in this author’s 52 years of experience.

“The transition to 5G is going to be faster than earlier transitions,” Amon told Reuters on the sidelines of the IFA consumer electronics fair in Berlin. “Now we have to bring it to everyone.”

Conversely, this author believes the transition to mass market/high volume 5G (based on IMT 2020 standards), will be much longer than earlier transitions, e.g. from 3G to 4G.

More than 20 network operators and a similar number of smartphone makers – from the United States to Europe to China – are launching 5G services and handsets. Amon estimated there were 2.2 billion mobile users that could upgrade to 5G.  Again, we don’t think that will happen till there’s real 5G interoperability and roaming, which will require all devices and base stations to support IMT 2020 RITs/SRITs at a minimum!

Unlike rivals, Qualcomm is designing its chipsets to handle frequencies “from A to Z,” said Amon at IFA, adding that flexibility to switch between 4G networks and new 5G networks was critical.

………………………………………………………………………………………………………………………………………………………………….

Qualcomm’s 5G chipset competition is limited:

1.   5G chips from Taiwan based Mediatek can only handle sub-6 bands, reducing the cost and complexity of the chips and phone designs.  There really are no other 5G merchant market silicon vendors.  Mediatek’s 5G chip supports Standalone (SA) and Non-Standalone (NSA) 5G infrastructure, but it only supports sub-6GHz spectrum.

“Everything about this chip is designed for the first wave of flagship 5G devices. The leading-edge technology in this chipset makes it the most powerful 5G SoC announced to date and puts MediaTek at the forefront of 5G SoC design,” said MediaTek President Joe Chen. “MediaTek will power rollouts of 5G premium level devices,” Chen added.

2.  China state owned Unisoc announced the MAKALU 5G technology platform and its first 5G Modem IVY510 at MWC2019 in Barcelona, but that company is not represented in ITU-R WP5D meetings where IMT 2020 RIT/SRITs are being standardized.  UNISOC IVY510 is the first 5G Modem of UNISOC based on the MAKALU technology platform, produced with TSMC’s 12nm process. As the first 2G/3G/4G/5G multimode platform of UNISOC, IVY510 complies to the latest 3GPP R15 spec, supports Sub-6GHz 5G spectrum with a channel bandwidth of 100MHz, which is a highly integrated, high performance, low power 5G platform, and supports both standalone (SA) and non-standalone (NSA) network configurations to meet communication and networking requirements during different stages of 5G deployment.

………………………………………………………………………………………………………………………………………………………………….

Samsung announced the Exynos 980 eight-nanometer mobile processor with an integrated 5G modem capable of sub-6 GHz downlink speeds of 2.55 Gbps and 1.28 Gbps uplink.

ENDC refers to 5G/LTE dual connectivity and, based on 3GPP documents, stands for E-UTRAN New Radio-Dual Connectivity. Essentially ENDC allows user equipment to connect to an LTE eNodeB that acts as a master node and a 5G gNodeB that acts as a secondary node. Sprint, for instance, uses this to deploy LTE and 5G in its 2.5 GHz spectrum at the same time; a complement to the split-mode manner the carrier configures its massive MIMO radios.  Samsung said that ENDC provides peak speeds of 3.55 Gbps downstream and $2.55 Gbps upstream.

samsung 5G exynos

Image courtesy of Samsung Electronics.

“With the introduction of our 5G modem last year, Samsung has been driving in the 5G revolution and paved the way towards the next step in mobility,” said Ben Hur, vice president of System LSI marketing at Samsung Electronics. “With the 5G-integrated Exynos 980, Samsung is pushing to make 5G more accessible to a wider range of users and continues to lead innovation in the mobile 5G market,” he added.

………………………………………………………………………………………………………………………………………………………………………………………………………..

Huawei’s Richard Yu reviewed the specs of the Kirin 990, which the company called “the world’s first 5G SoC,” a disputed claim.  Yu touted the Kirin 990 chipset at IFA:  “It’s the world’s most powerful 5G system on a chip. It’s the world’s most powerful 5G modem.”

The Kirin 990 5G is built on a seven-nanometer semiconductor manufacturing process.  It includes silicon technologies from previous iterations of the Kirin line as well as the Balong line.

huawei 5G

Richard Yu, CEO of Huawei’s consumer business group, presents at IFA. Image courtesy of Huawei.

The updated Kirin is set to power Huawei’s upcoming flagship smartphone the Mate 30, which will be officially announced at a Sept. 19th launch event in Munich, Germany.  According to specs provided by Huawei, the Kirin 990 packs more than 10 billion transistors.  It can theoretically support downlink speeds of up to 2.3 Gbps and uplink speeds of 1.25 Gbps upstream.  The chip set has an adaptive receiver that enables it to switch between 4G and 5G where coverage of the faster technology is weak.  And, to save energy, it has a ‘big core’ to handle powerful computing tasks with the support of artificial intelligence, and a ‘tiny core’ for less demanding operation.

Huawei probably won’t sell the Kirin SoC on the semiconductor merchant market, but rather use it internally in its 5G endpoint devices (mostly 5G smart phones- for now). The latest Kirin does not support millimeter wave (mmWave) frequencies, which provide multi-gigabit-per-second speeds at the expense of much shorter range/distance.  The U.S. has auctioned more millimeter wave frequencies than any other country while AT&T and Verizon are using it in their pre-IMT 2020 standard 5G deployments.  Again,  mmWave has a much shorter range than mid and lower band spectrum, but has higher data-carrying capacity.  Currently, millimeter wave-based 5G networks are more or less limited to the U.S. market where regulatory issues make it very difficult for Huawei to sell anything, including smartphones.

Indeed, due to U.S. trade sanctions, Huawei’s 5G-ready Mate 30 smartphone, scheduled to be launched on Sept. 19, won’t be able to run the official version of Google’s Android operating system and app services if U.S. sanctions remain in place.  That eliminates the entire Android app ecosystem which include pre-installing the Google Play store and a suite of popular apps such as Google Maps that buyers would expect to be available from the moment they turn on their new phone and synch it with their profile.  Huawei’s fallback option would be to run the devices on its home-grown Harmony operating system, although company officials and analysts say it is not yet ready for prime time.

All that makes it highly unlikely Huawei will be able to sell any 5G smartphone outside of China. 

“Qualcomm has a scale advantage,” said Ben Wood, analyst at CCS Insight. “Huawei’s commitment to continue innovating on silicon is really impressive, especially given the geopolitical headwinds they are facing. “But at the end of the day, it’s a single-vendor solution. And, even if they had aspirations to sell the chipset, that is getting more difficult all the time,” Wood added.

References:

https://ca.reuters.com/article/idCAKCN1VR1HT-OCATC

https://www.reuters.com/article/qualcomm-5g-idUSL2N25W1K5

https://www.reuters.com/article/us-huawei-tech-europe/with-new-chipset-huawei-forges-ahead-with-smartphone-launch-plan-idUSKCN1VR10O

https://www.rcrwireless.com/20190907/5g/huawei-samsung-5g-ifa

 

Huawei to ship over 2 million “5G” base stations by 2020; Android vs HarmonyOS?

Huawei’s 5G network equipment business:

Ren Zhengfei, Huawei’s founder and CEO, says that his company will produce more than 2 million base stations over the next 18 months, regardless of whether the US decides to remove it from the Entity List.  Zhengfei said that while the US’ decision to add Huawei to the entity list was profoundly unjust, it would have little impact on the company’s productivity – particularly with regards to its 5G network equipment.

How many more will they ship after IMT 2020 RIT/SRIT has been standardized by ITU-R in late 2020?

“First of all, please note that adding us to the Entity List was not fair. Huawei has not done anything wrong but was still placed on this list. This list didn’t have that much impact on us. Most of our more advanced equipment does not contain U.S. components, despite the fact that we used their components in the past. These newest versions of our equipment even function 30% more efficiently than before,” he said.

“In August and September, we will undergo a run-in period before we can mass produce these new versions. So, we can only produce around 5,000 base stations each month during that period. Following that, we will be able to produce 600,000 5G base stations this year and at least 1.5 million next year. That means we don’t need to rely on U.S. companies for our survival in this area,” Ren explained.

Huawei Ren Zhengfei

Ren Zhengfei, Huawei’s founder and CEO says the conflict with the U.S. has exceeded what he had previously thought.

…………………………………………………………………………………………………………………………………………………………………………………………….

While the impact on Huawei’s network infrastructure business is expected to be minimal, being added to the Entity List does create problems for Huawei’s handset business, particularly as the company looks to reel in its rival Samsung and claim top spot in the market. If Huawei were to be permanently added to the Entity List, it would lose access to Google’s Android operating system, which the company uses as standard on all its smartphone handsets.

“I could never have expected this controversy to be so intense though,” Ren said in a recent interview with Sky. “We knew that if there were two teams climbing up the same mountain from opposing sides, we would eventually meet on the peak and we may clash. We just didn’t expect this clash to be so intense and lead to this kind of conflict between the state apparatus of a country and a company.”

Ren has reportedly sent out another memo detailing the fallout of the conflict, which does finally seem to be hitting home. Job cuts are on the horizon, with replicative staff facing the axe and a simplified management structure promised. Contracts and payments will face higher scrutiny also, to keep an eye on free cash flow, while R&D seems to have been impacted also.

Android vs HarmonyOS on Huawei smartphones:

Huawei’s preference has always been to continue to use the Android operating system on its handsets, however, the US’ latest political campaign has forced the company to bring forward the release of its own OS, HarmonyOS.

“Google is a great company. We have a sound relationship with Google. We have signed many agreements with Google over the years. We still want to use Google’s system in our devices and develop within its ecosystem. Because of this, we hope that the U.S. government will approve the sale of Google’s system to us. There are billions of Android system users and billions of Windows system users around the world. Banning one or two companies from using these systems won’t help ensure the security of the U.S. as a country, so they should keep their doors open.”

“If the U.S. doesn’t want to sell the Android system to us, we will have no choice but to develop our own ecosystem. This isn’t something that can be achieved overnight. We estimate that it will take us two or three years to build this ecosystem. In light of all this, we don’t believe we will be able to become the number one player in the device sector any time soon,” Ren added.

Conclusions:

Huawei is already the undisputed leader in optical network and cellular network equipment.  They are destined to be #1 in 5G network gear sales, independent of the U.S. sanctions and bans.  Huawei is also #2 in global smartphone sales (Samsung is #1).  And they’ve introduced a host of new innovative products like the Honor Vision smart screen.

While Americans shamefully excuse the isolation of Huawei as a wise action rooted in “national security” and an aversion to thievery, they don’t realize that Huawei has 80,000 R&D employees (mostly in China) and it spent $15 billion on R&D in 2018 alone.  Of course, the Chinese government may have directly or indirectly funded much of that R&D but it is what’s contributed hugely to Huawei’s success.

References:

https://www.totaltele.com/503659/Huawei-will-ship-over-2-million-5G-base-stations-by-2020-regardless-of-US-interference

http://telecoms.com/499224/huawei-founder-has-been-expecting-5g-conflict-for-a-decade/

https://news.sky.com/video/huawei-chief-executive-speaks-to-sky-news-11786209  (video)

 

 

Huawei to help create China’s first open source software foundation; unveils Honor Vision smart screen with Harmony OS

Huawei Technologies Co. said today that it plans to partner with other companies to set up China’s first open-source software foundation, which is expected to begin to operate in a month or two to expand the nation’s software community.

Wang Chenglu, president of the software department at Huawei’s consumer business group, said software development relies on open-source codes and communities. “If China does not have its own open-source community to maintain, manage and host these open-source codes, the domestic software industry will be vulnerable in the face of uncontrollable factors,” Wang said. The first open-source foundation in China will be nonprofit and open to all companies and software developers. “The plan is going forward very fast. It may officially operate in one or two months,” Wang said. Wang added it is widely agreed that open-source communities are created to be fair and equitable for all, but now have become a means of making a power play between countries.

The first open-source foundation in China will be nonprofit and open to all companies and software developers. [Photo/IC]

……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….

Last month, Nat Friedman, CEO of GitHub, which is owned by Microsoft, said on Twitter that GitHub is subject to US trade law just like any company that does business in the US. GitHub has enforced restrictions to prevent users in sanctioned countries from accessing private repositories and the GitHub Marketplace and from maintaining private, paid organization accounts, technology news website TechCrunch reported.

Maral Khosroshahi, who identified herself as a deep-learning scientist at Microsoft and founder and chairwoman of Iranian Women in Computing, said in a post on Twitter on July 27th that GitHub suspended all accounts of Iranian developers without any prior notice. “This is a shame, … especially for those who keep saying that sanctions are not supposed to affect ordinary people,” Khosroshahi said in the post, adding that those views are her own.

Xiang Ligang, director-general of the telecom industry association Information Consumption Alliance, said the GitHub incident sent a warning to Chinese professionals that heavy reliance on U.S.-led open source communities may carry risks.

The open source plan also came after Huawei unveiled its in-house operating system Harmony OS on Friday, with the idea of using it in smart TVs, automobiles, wearables and other hardware over the next three years. Lyu Tingjie, a telecom professor at Beijing University of Posts and Telecommunications, said Huawei decided to build Harmony into an open-source system because it knows that support from a wide range of partners is needed to build a robust ecosystem. “The foundation plan, if well-executed, will help accelerate the development of Huawei and China’s overall software industry,” Lyu said.

For more information contact:

masi@chinadaily.com.cn

China Daily Multimedia Co. Ltd.

………………………………………………………………………………………………………………………………………………………………………………………………………………………….

George Zhao, president of Huawei’s sub-brand Honor, unveils Honor Vision series during the Huawei Developer Conference held in Dongguan, South China’s Guangdong province on Aug 10, 2019. Honor Vision is the world’s first smart screen equipped with HarmonyOS, or Hongmeng in Chinese, Huawei’s open-source operating system. [Photo/Xinhua]

“Huawei will continue to lead a broader effort to build China’s software developer ecosystem and complete industry chain for the electronic information industry, rather than just launch its OS,” Xiang Ligang, director-general of the Beijing-based Information Consumption Alliance, told the Global Times.

The HarmonyOS is an open-source system, but without the support of most application developers, it can’t grow at a rapid pace and neither can the industry, Xiang said.  The HarmonyOS was initially seen as an alternative plan to deal with the risks of losing access to Google’s Android software and overseas market share after the US attack. Huawei is confident in keeping its overseas market share and displayed an ambition to make the HarmonyOS successful.

Richard Yu Chengdong, CEO of Huawei’s consumer business, said that the HarmonyOS can make Huawei’s devices functional again overnight, if the Android OS on the devices fails.  Huawei has obviously entered a whole new stage of fully developing its OS, developer ecosystem and more terminals equipped with the OS. It will eventually build its Internet of Things based on its leading communication systems, rather than just focusing on mobile phone products, a veteran industry analyst told the Global Times on condition of anonymity.

References:

http://www.chinadaily.com.cn/a/201908/13/WS5d51ed9ea310cf3e35565513.html

http://www.chinadaily.com.cn/a/201908/12/WS5d512715a310cf3e35565454.html

http://www.globaltimes.cn/content/1161064.shtml

 

Huawei and China Telecom Jointly Release 5G Super Uplink Innovation Solution

As a large number of new pre-standard 5G services emerge, they are posing higher requirements on the uplink rate and latency. During MWC2019 in Shanghai, China Telecom and Huawei jointly released the 5G Super Uplink Joint Technology Innovation solution to accommodate those applications.

The 5G Super Uplink solution proposes the innovative networking technology featuring TDD/FDD coordination, high-band/low-band complementation, and time/frequency domain aggregation, which achieves an unprecedented uplink rate of 5G networks and reduces latency over the air interface. This solution truly redefined 5G networks based on industry requirements.

At the “Hello 5G Encouraging the Future” 5G Innovation Cooperation Conference held in April this year, China Telecom formulated the networking strategy that depends on the standalone (SA) networking and applies three SA features of URLLC, eMBB, and eMTC to meet 2B/2C requirements. China Telecom has extensively explored 5G applications in vertical industries such as government affairs, transportation, ecosystem, party building, healthcare, tourism, policing, Internet of Vehicles (IoV), education, and manufacturing. In the future 2B/2C ecosystem, large bandwidth and low latency are the focus of services. For example, the 4K HD video backhaul will give rise to the boom of new media, Internet celebrity live broadcast, and other services, bringing immersive experience to the audience. Drone services, unmanned driving, and telemedicine have higher requirements on the uplink rate and network latency.

The 5G Super Uplink solution proposed by China Telecom and Huawei implements the time-frequency domain aggregation of TDD and FDD in the uplink frequency band. Therefore, the solution can increase uplink spectrum resources of NR, boost the uplink capability of the 5G network, reduce latency, and improve the utilization rate of the uplink spectrum of 2.1 GHz/1.8 GHz. At the launch event, the Proof of Concept (PoC) of “Super Uplink” was demonstrated. The test results showed that the experienced uplink rate of 5G UEs in the cell center was increased by 20% to 60%, the experienced uplink rate of 5G UEs at the cell edge was increased to 2 to 4 times, the air interface latency was reduced by about 30%, and the URLLC services were enabled. Huawei Balong 5000 chipset, customer-premises equipment (CPE), and Mate 20 X were also displayed at the event. Super Uplink is supported from end to end by Huawei 5G technologies.

Huawei Technologies

Corporation Limited, third from left Ding Yun, Executive Director of the Board President, Carrier Business Group Huawei Technologies Co., Ltd., third from right Yang Chaobin, President of 5G Product Line, Huawei Technologies Co., Ltd., second from right.  Photo courtesy of Huawei Technologies
………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….

Liu Guiqing, executive vice president of China Telecom Group Co., Ltd., said: “The five ecosystems extend to 5G and become the important engine for China Telecom’s continuous growth. China Telecom adheres to the philosophy of “Customer First, Attentive Service”, insists on formulating standards first and leading technology development, and pioneers the practice of 5G network innovation. To provide better 5G experience, optimize customers’ service awareness, and enhance differentiated competitiveness in the market, China Telecom cooperates with Huawei to propose the innovative 5G networking technology featuring TDD/FDD coordination, high-band/low-band complementation, and time/frequency domain aggregation. This solution aims to further improve the uplink data capability and reduce latency, providing better development space for vertical industry applications. China Telecom will work with industry partners to seek the optimal network experience solution and promote the prosperity of the industry.”

Ryan Ding, executive director, CEO of the Carrier BG of Huawei Technologies Co., Ltd., commented: “5G not only changes everyday life but also revolutionizes human society. Service requirements are driving the development of 5G technologies. 5G industry innovation represents uplink ultra-large bandwidth, ultra-low latency, end-to-end slicing, and mobile edge computing (MEC). Based on the digital requirements of the industry, Huawei and China Telecom proposed the 5G Super Uplink Joint Technology Innovation solution. It is another breakthrough after Huawei CloudAIR solution.”

Yang Chaobin, president of 5G Product Line, Huawei Technologies Co., Ltd., noted: “The Super Uplink solution can meet the service requirements of large bandwidth and low latency at the same time. We are honored to work with China Telecom to implement the test and verification of 5G Super Uplink. Huawei 5G supports end-to-end Super Uplink and co-deployment of NSA and SA. Huawei will help industry partners continuously innovate to create the optimal 5G experience.”

China Telecom and Huawei continue to cooperate closely in technological innovation, promote 5G innovation, and contribute to 5G industry development. Huawei will support the strategic goal of China Telecom’s 5G development as always, and deepen cooperation on Super Uplink to help China Telecom take the lead in the new era of a 5G intelligent world.

Contact:
Nash Chong
nash.chong@maxusglobal.com

Reference:

https://www.globenewswire.com/news-release/2019/07/01/1876788/0/en/China-Telecom-and-Huawei-Jointly-Release-5G-Super-Uplink-Innovation-Solution.html

 

Philippines’ Globe Telecom to deploy “Air Fiber 5G” this month

Globe Telecom has made the Philippines the first country in Southeast Asia to offer commercial “5G” fixed wireless internet.  The rollout of these services, from early July 2019, form part of Globe’s efforts to connect two million homes across the Philippines by 2020.

The at home ‘Air Fiber 5G’ postpaid plans that Globe has released offer Filipinos the option of high bandwidth and low latency services, especially given the challenge of rolling out fiber optic cables across the country.

“The arrival of 5G has caused excitement in the global world of telecommunications,” said Ernest Cu, president and CEO of Globe Telecom. “Today, we made a crucial step in fulfilling our goal of connecting more Filipino homes, and our vision of bringing first-world Internet to the Philippines,” Cu added.

The Globe At Home Air Fiber 5G postpaid plans will offer fiber-like speeds up to 100Mbps.  Super-sized data packages of up to 2 terabytes will be initially available in select areas in Pasig, Cavite, and Bulacan.

Globe at Home Air Fiber 5G will be available to eligible customers in July 2019. Plans come at P1899 per month for up to 20Mbps, P2499 for up to 50Mbps and P2899 for up to 100Mbps. All come with up to 2TB data capacity.

“Prior to Air Fiber 5G, we have aggressively utilized fixed wireless solutions to connect more homes and businesses to the internet over airwaves,” said Cu. “This strategy resulted in home broadband subscriber base increasing by 55.1 per cent to 1.7 million in the first three months of 2019 from 1.1 million in the same period in 2016.”

The Globe At Home Air Fiber 5G modem

………………………………………………………………………………………………………

“Globe At Home Air Fiber 5G makes use of fixed location wireless radios instead of fiber optic cables which enables the company to go over the circuitous approval process of deploying a fiber optic cable – a task which proves to be arduous and involves securing multiple permits from local government units (LGUs),” Cu said.

“The right of process can sometimes take years to obtain, causing drastic delays in fiber optic roll-out completion,” Cu added.

Alberto de Larrazabal, Globe’s chief commercial officer, told reporters in the Philippines that Globe would use Huawei’s equipment, including radios and modems, to deliver “5G quality broadband internet.”

[Huawei and Finland’s Nokia were Globe’s equipment providers for its 4G-LTE service.]

Cu said that the company has been spending over 21% of its annual total revenues to upgrade and expand its telecommunication and IT infrastructure since 2012. “We have been ramping up our capital spend from P20.3 billion in 2012 to P43.3 billion in 2018, in order to provide our customers better broadband services,” he said.

Editor’s Notes:

  1. The Philippines ranks 107th among 178 countries in fixed broadband speed at 19.55 megabits per second (Mbps) versus the global average of 59.6 Mbps. Among 140 countries, it ranks 107th in terms of mobile internet speed at 15.10 Mbps, nearly half of the 27.22 Mbps global average.
  2. Globe is owned by Philippine conglomerate Ayala Corp, with Singapore Telecommunications Ltd holding a minority stake.

……………………………………………………………………………………………….

References:

https://www.globe.com.ph/about-us/newsroom/consumer/globe-at-home-air-fiber-5g.html

https://businessmirror.com.ph/2019/06/26/globe-at-home-air-fiber-5g-unveiled-to-connect-more-filipinos/

https://sg.channelasia.tech/article/663513/philippines-rolls-commercial-5g-services-through-globe-telecom/

https://www.gmanetwork.com/news/scitech/technology/699258/faster-internet-service-unveiled-to-connect-more-filipinos-at-home/story/

https://www.bworldonline.com/globe-launches-first-5g-service-in-southeast-asia/

https://techblog.comsoc.org/2018/11/26/huaweis-all-bands-go-to-5g-strategy-explained-partnership-with-china-telecom-described/

Who Stole 5G Technology? Huawei ban has huge impact on semiconductor industry

NOTE:  There are no U.S. cellular equipment manufacturers.  The only two in the west are Ericcson and Nokia- both based in Europe.  However, U.S. based Qualcomm has been developing 5G silicon and is the only 5G (fabless) semiconductor vendor in the U.S.  They will likely have an IMT 2020 compliant chip set as the company regularly attends ITU-R WP 5D meetings.  The only other 5G merchant market semiconductor company we know of is Taiwan based MediaTek.  Samsung and Huawei have developed 5G silicon but are using it ONLY for their own devices- not sold to merchant semiconductor market.

The only U.S. semiconductor companies that we know of that make their own chips are Intel and Micron.

…………………………………………………………………………………………………………………………………………………………………………………………….

IHS Markit says Huawei fall- out on memory market is huge:

Huawei in recent years has carved out prominent positions in the global smartphone and mobile infrastructure markets (not to mention fiber optics infrastructure and IT markets).  In 2018, Huawei rose to take second place in the smartphone business, with 206.1 million shipments, according to the IHS Markit Smartphone Intelligence Service. This put it just slightly ahead of Apple, at 204.7 million.

In 2017, the company  became the leader in the worldwide mobile infrastructure equipment market, surpassing Ericsson. Huawei has retained the top position and rose to account for nearly one-third of the market, with a 31 percent share of global revenue in 2018, as reported by the IHS Markit Mobile Infrastructure Intelligence Service.

Huawei’s market position has translated directly into purchasing power, with the company ranking as the world’s fourth-largest OEM semiconductor buyer in 2018.  Huawei spent $15.9 billion on semiconductors in 2018, according to the IHS Markit OEM Semiconductor Spending & Design Activity Intelligence Service. Memory represents a considerable slice of that spending, with the company buying $1.7 billion worth of DRAM and $1.1 billion worth of NAND flash memory for the year.

In the memory business, the wireless communications market was the second-largest global market for DRAM in 2018, following computer platforms, with revenue of $21.3 billion. Wireless was also the second largest market for NAND flash memory after computers, with revenue of $14.6 billion in 2018.   HDD and solid-state drive (SSD) products enjoy major usage in the enterprise segment where Huawei operates. The enterprise market generated 72.8 million HDD unit shipments in 2018, while SDD demand amounted to 34 million, according to the IHS Markit HDD and SDD Storage Intelligence Service.  For Micron and Western Digital, the revenue lost because of the ban is not likely to be replaced easily or quickly.

IHS-Markit says No Winners:

While the ban was ostensibly designed to penalize Huawei and benefit the U.S. tech industry, the reality is the pain will be felt by companies on both sides of the Pacific, affecting key U.S. suppliers along with Huawei.​

Is a new 5G Iron Curtain emerging:  Russia and China Tech Cold War vs the U.S.?

A decision by Russian telco MTS to select Huawei Technologies to develop its 5G network comes just as the U.S. ban of the Chinese telecom gear provider could leave the U.S. lagging behind other global powers, analysts say in a CNN article.

Huawei Chairman Guo Ping and MTS boss Alexei Kornya signed the agreement in the Kremlin on Wednesday, with Russian President Vladimir Putin and Chinese leader Xi Jinping watching.

“We both add momentum to strategic cooperation between the two companies in high tech, thus building a foundation for commercial 5G rollouts in Russia in the nearest future,” Kornya said in an emailed statement. Guo highlighted that Huawei’s more than 16,000 5G-related patents make it “number one worldwide.” “We hope that our joined efforts will help Russia enter the 5G era sooner,” he added.

Guo Ping -chairman of Huawei- shaking hands with Alexei Kornya- head of MTS- at the Kremlin in Moscow, Russia.

The Kremlin noted that several business deals had been signed in a ceremony attended by Russia President Vladimir V. Putin and China Premier Mr. Xi.

It’s not clear Russia will have a national 5G network, using Chinese or Western equipment, as the military has so far declined to free up the necessary radio frequencies.

“The situation there is a bit complicated,” a deputy prime minister, Maksim Akimov, said at a meeting with Mr. Putin in April. “We’d like to ask you for relevant orders,” to the military, so Russia can keep up with the new (5G) cellphone technology.

MTS’ pending 5G Huawei deal comes as Chinese authorities moved this week to license its first array of 5G wireless service providers.   China approved its first batch of 5G licensing for commercial use, unveiling, in the words of state media, “a new era for the telecom industry.” Huawei will be deeply involved in that effort, adding to the more than 45 commercial 5G contracts the firm has signed in 30 countries around the world.

………………………………………………………………………………………………

The referenced CNN article stated:

The US has also been urging allies to restrict or ban the use of Huawei equipment in their 5G networks, warning that Beijing could use the sensitive data infrastructure for spying. Huawei has repeatedly denied that any of its products pose a national security risk.
While some US cities have begun rolling out 5G technologies, analysts have warned the Huawei ban risks slowing down countrywide adoption, and could see it lag behind China. Now even Russia, not usually thought of as a tech leader, may be poised to pull ahead.
Outside of the US, whether to buy from Huawei or not is increasingly becoming a political litmus test, one that threatens to exacerbate the bifurcation of the global internet into separate spheres, and hasten the demise of the open, truly worldwide web as we know it.
Those that choose to avoid Huawei also risk falling behind as the world moves towards the next stage of internet and communications technology.
“Having mutually exclusive technological spheres doesn’t simply mean supply chains will mirror each other on different continents,” technology analyst Tim Culpan wrote recently. “Rather, for countries around the world, it means that every business and investment decision becomes a political one.”
…………………………………………………………………………………………………………………………………………………………………………………………………………….
“If the lights go out in the West, the East will still shine,” Huawei founder Ren Zhengfei said in February. “And if the North goes dark, there is still the South. America doesn’t represent the world. America only represents a portion of the world.”  Ren  previously suggested there were plenty of business opportunities outside the U.S.
Of course that is true and is how Huawei became the top telecom equipment maker without selling anything in the U.S. other than to rural telcos (as noted in this IEEE Techblog post).
USA vs. Huawei
On June 6th, China’s Commerce Ministry said it planned to draw up its own list of “unreliable” foreign companies to retaliate against the U.S. government ban of Huawei.
The MTS-Huawei deal came as Russia is courting Chinese investment at a business conference this week, the St. Petersburg International Economic Forum. Russian media reported about 1,000 Chinese businessmen attended, while the United States ambassador, Jon M. Huntsman Jr., boycotted the conference over the arrest this year of an American investor, Michael Calvey.
………………………………………………………………………………………………….
Ron Amadeo wrote on ars Technica:
According to a report from The Financial Times, Google’s recent discussions with the US government actually argue that the Huawei ban is bad for national security. Google is reportedly asking for an exemption from the export ban.
The argument, reportedly, is that Huawei is currently dependent on Google for its Android smartphone software, and that dependence is a good thing for the US. The Financial Times quotes “one person with knowledge of the conversations” as saying, “Google has been arguing that by stopping it from dealing with Huawei, the US risks creating two kinds of Android operating system: the genuine version and a hybrid one. The hybrid one is likely to have more bugs in it than the Google one, and so could put Huawei phones more at risk of being hacked, not least by China.”
Banning Huawei from dealing with U.S. companies is definitely a double-edged sword. Huawei would have a tough time building smartphones or an app ecosystem without the help of U.S.-originated technology and app developers, but US hardware and software companies would lose access to the second largest smartphone maker in the world.
……………………………………………………………………………………………………………………………………………………………………………………………………………
Huawei faces loss of Google’s Android and Facebook Apps:
Huawei is preparing the release of its operating system, as it will soon lose access to Google’s version of Android in three months.  However,  Huawei’s operating system is not a solution for any market but China, and that’s mainly because of the Play Store that comes with Google’s Android.

Facebook will no longer allow its apps to be pre-installed on Huawei phones as the Chinese tech giant faces the ongoing fallout of a blacklisting of its services in the U.S.  That means that people who already own Huawei phones with apps such as Facebook, WhatsApp and Instagram will not be impacted, Facebook confirmed Friday that new phones from the tech company will not come with the applications.  However, Huawei devices (smartphones and tablets) that are already in the hands of consumers will still be able to run the apps and receive regular software updates, Facebook told Reuters.

Huawei, the second biggest smartphone brand in the world, has denied it cooperates with the Communist Party in Beijing. In retaliation to the administration’s blacklisting, China announced last month it would establish an “unreliable entity list” of foreign companies and individuals that “seriously damage” Chinese enterprises.
……………………………………………………………………………………………………………………………………………………………………………………………………………
Conclusions:
Chinese President Xi Jinping and his Russian counterpart Vladimir Putin have vowed to bolster Sino-Russian ties and oppose unilateralism, as the two nations seek to counterbalance the United States’ power on the international stage.  According to China’s state broadcaster CCTV, Xi told Putin that the frequent high-level exchanges between the two countries reflected the “uniqueness and distinction” of their relationship.
“Both nations have to oppose unilateralism and trade protectionism, and build a new type of international relations and shared human destiny,” Xi said.  Putin acknowledged Xi’s commitment to boosting ties between Moscow and Beijing, which he said were based on trust in areas ranging from politics to defense.

“We have a relationship of trust in the sphere of politics, security and defense,” he said. “We know that you [Xi] personally pay great attention to the development of Russian-Chinese relations.”

The new era of closer Sino-Russian relations is born out of concerns that the US-China trade war – sparked by US President Donald Trump’s “America first” foreign policy and which has cost Beijing billions of dollars in export tariffs – could escalate into a cold war between the two countries.  As China and Russia get ever closer and agree to boost ties in the face of U.S. pressure, we are seeing the beginnings of a new 5G iron curtain and tech cold war.

5G Telecom Investments, Hype, Huawei & 5G replacement for cable broadband?

Wharton’s Kevin Werbach and Jeffrey Reed from Virginia Tech discuss whether 5G technology will live up to its promise.

Telecom companies and other providers will have to invest billions to make 5G a reality — not only to buy more spectrum, but also to build out the infrastructure. Because it’s yet uncertain how much revenue 5G will bring, for now the most prudent path for telecom firms is to upgrade the capacity of their 4G networks by reclaiming airwaves allocated for 2G and 3G, as well as buying more spectrum, according to a report by McKinsey. (The lower bands can be used for 5G as part of the carrier’s network management plan, even though data capacity won’t be as good.)

But there will come a time when these tactics won’t be enough. Historically, data traffic rises by 20% to 50% a year, and 5G could put the traffic increases at the higher end of that range, the McKinsey report said. That means most telecom companies will have to embark on a “significant new build out” between 2020 and 2025. Also, to handle higher traffic, carriers have to install fiber in their wired networks, where wireless connects to the internet. “It’s rather ironic that the projected performance goals of 5G wireless will depend on the availability of wireline fiber,” an executive at telecom equipment maker Ciena said.

Carriers can’t just label their service 5G, which is a lesson AT&T learned when it was sued by Sprint for putting “5GE” on its service despite not using true 5G. AT&T reportedly settled the lawsuit, explaining that “E” stands for “Evolution.” A Verizon spokesman tweeted that “5GE” stood for “5G Eventually.”

Regarding using millimeter wave spectrum for 5G:

“When you’re transmitting and receiving at very high frequencies, it is very efficient for carrying lots and lots of data,” said Gerald Faulhaber, Wharton professor emeritus of business economics and public policy and former FCC chief economist. “You can carry much, much more data than you ever could using our 4G phones.”

But a key drawback is that these signals travel only short distances. The wavelengths in this band range from 1 mm to 10 mm — the FCC’s December auction is called the millimeter wavelength auction — so these can’t reach very far and are easily degraded. “Very high frequency radio signals travel in direct, straight lines, and they attenuate very quickly,” Faulhaber said. In comparison, very low frequency 30 hertz signals can travel more than 10,000 km, or 6,200 miles. Lower frequencies also can better penetrate solid objects like buildings and walls.

Because millimeter wavelengths are short, they need more antennas to connect. “One of the things that 5G requires is a much denser network,” Werbach said. “You need many more nodes. That is partly how the capacity increases, which means either more towers or more cells in more places. You need equipment that is running on those cell sites, and then you need chips that go into people’s handsets and devices.” At least, the 5G antennas are small and can be installed easily on top of telephone poles and other locations, Faulhaber said.

Because it requires density, 5G mainly is feasible for more populated areas where many antennas can be placed close together. “The nature of the infrastructure is that it works in dense areas; it doesn’t work as well in other areas,” Faulhaber said. “Will there be 5G in [rural areas]? The answer is yes, but it won’t be over these high-frequency antennas. It will be basically where 4G is today, so you won’t get the high-capacity [service].”

……………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………..

Telecom carriers have deployed limited 5G commercial service.

  • In April, AT&T said mobile 5G is live in parts of 19 cities, with more cities to come. In the same month,
  • Verizon said 5G service has launched in parts of Chicago and Minneapolis, where typical early adopters experience download speeds of 450 Mbps and peak speeds of 1 Gbps. That is six and 14 times faster than the median fixed broadband speed of 72 Mbps respectively, according to a December 2018 FCC report. Verizon expects to deploy limited 5G in more than 30 cities this year. Last fall, it launched a limited 5G home internet service in four cities.
  • Sprint is rolling out 5G in nine markets this year.  On May 31st Sprint announced the availability  for its first two 5G devices, LG V50 ThinQTM 5G and HTC 5G Hub. Both devices will initially be available to customers in the first four 5G markets – Atlanta, Dallas, Houston and Kansas City.
  • T-Mobile is calling out its rivals over their 5G hype. “I have the exact same 5G mmWave network equipment and software that AT&T and Verizon do, and there’s no way we would launch this for customers right now,” CTO Neville Ray wrote in a blog. The millimeter wave signal “doesn’t travel far from the cell site and doesn’t penetrate materials at all,” he said. Ray’s blog even embedded a moving image showing that millimeter waves can’t even go through a door. T-Mobile will bring 5G to market, he said, “when the technology is ready for everyday customer use.”

Telecom analyst Craig Moffett of MoffettNathanson echoed similar doubts on CNBC. “There’s zero chance that 5G is ubiquitous technology” by 2021, he said. “The promises around 5G being insanely fast are partly because the standards for 5G were set for insanely wide blocks of spectrum. But you can’t find insanely wide blocks of spectrum anywhere except in these kind of stratospherically high frequencies,” which has its own technical problems. He noted that China, which is surging ahead on 5G, doesn’t use millimeter wave but rather lower band spectrum below 6 GHz, while Europe is using a combination of the two.

Politics also influences U.S. carrier adoption of 5G. The government has security concerns about using 5G telecom equipment from China’s Huawei because of fears over spying. Huawei is the world’s largest maker of telecom equipment, including that needed for 5G. It became a colossus, and “a key reason for that is they produce very inexpensive equipment. It is much cheaper than [that of] their European competition,” Reed said. Huawei doesn’t have any U.S. competition, because infrastructure providers left the business about 20 years ago, he added.

Today, Europe and other parts of the world are customers of Huawei. Britain and Germany specifically are resisting pressure from the U.S. to stop using Huawei. Their carriers have used Huawei in their networks for years, so “for them, it is very difficult to say … ‘rip it all out and go find someone else,’” Werbach said. “They’re just not going to do it.” Added Reed: “Even though a security threat exists with Huawei, companies tend to look the other way to maximize profits, lower costs.” As for security, “that’s way down on their list,” Reed said.

Werbach explained that the U.S. can’t address these security concerns by merely saying it will not use this equipment. It has to be more proactive. “We need to invest in companies in the U.S. and bring trust around the world that, for example, the U.S. is not putting similar kinds of back doors into equipment made by U.S.-based service providers.”
Will 5G Replace Cable?

Even with 5G’s drawbacks, enthusiasm for it remains unabated. One big hope is that 5G could be a viable alternative to the wired broadband service provided by cable and telecom companies. “Could 5G … be the new single pipe into the home?” Faulhaber asked. But before one gets excited about competition bringing lower prices and better service, remember that the same companies currently providing wired broadband to the home are the ones launching 5G. “Guess who are the two dominant wireless operators that have … a big chunk of the spectrum in the service? AT&T and Verizon, who, of course, are also major wired broadband providers,” Werbach noted.

However, Werbach acknowledged that there potentially could be other players in 5G, such as T-Mobile, Sprint and Comcast. Indeed, T-Mobile and Sprint have been trying to convince regulators to let them merge because then they would have the heft to deploy 5G nationally. But The Wall Street Journal reported in April that the deal is unlikely to be approved as structured.

As for Comcast, Faulhaber pointed out that the cable giant already has installed plenty of Wi-Fi receivers, including in customers’ routers that other folks on its network can use to access the internet. “Xfinity Wi-Fi is all over the place and I would suspect we would see something like that with 5G,” he said. But Faulhaber also pointed out that Comcast has time to figure out a response to 5G since it won’t have to worry about competition from this new technology in the near future.

Comcast CFO Michael Cavanaugh put it this way at a recent conference: “The threat of 5G to our broadband business is not significant any time soon. That’s because [cable is] going to be the most economic way to deliver high-quality broadband, period.”

Any cable rival will need “high capacity, high speed and … high reliability,” he said. “Between the different ways, different levels of spectrum and approaches to 5G, it’s really hard to see how there’s a path to any one of those being a broadly addressable solution for residential [broadband] in the U.S.”

Reference:

http://gonzaloraffoinfonews.blogspot.com/2019/06/the-promise-and-pitfalls-of-5g-will-it.html

Huawei to build Public Cloud Data Centers using OCP Open Rack and its own IT Equipment; Google Cloud and OCP?

Huawei:

On March 14th at the OCP 2019 Summit in San Jose, CA, Huawei Technologies (the world’s number one telecom/network equipment supplier) announced plans to adopt OCP Open Rack in its new public cloud data centers worldwide. The move is designed to enhance the environmental sustainability of Huawei’s new public cloud data centers by using less energy for servers, while driving operational efficiency by reducing the time it takes to install and maintain racks of IT equipment.  In addition to Huawei’s adoption of Open Rack in its cloud data centers, the company is also expanding its work with the OCP Community to extend the design of the standard and further improve time-to-market, and high serviceability and reduce TCO.  In an answer to this author’s question, Jinshui Liu CTO, IT Hardware Domain said the company would make its own OCP compliant compute servers and storage equipment (in addition to network switches) that would be used in its public cloud data centers.  All that IT equipment will ALSO sold to its customers building cloud resident data centers.

The Open Rack initiative introduced by the Open Compute Project (OCP) in 2013, seeks to redefine the data center rack and is one of the most promising developments in the scale computing environment. It is the first rack standard that is designed for data centers, integrating the rack into the data center infrastructure.  Open Rack integrating the rack into the data center infrastructure as part of the Open Compute Project’s “grid to gates” philosophy, a holistic design process that considers the interdependence of everything from the power grid to the gates in the chips on each motherboard.

“Huawei’s engineering and business leaders recognized the efficiency and flexibility that Open Rack offers, and the support that is available from a global supplier base. Providing cloud services to a global customer base creates certain challenges. The flexibility of the Open Rack specification and the ability to adapt for liquid cooling allows Huawei to service new geographies. Huawei’s decision to choose Open Rack is a great endorsement!” stated Bill Carter, Chief Technology Officer for the Open Compute Project Foundation.

 

OCP specified Open Rack v2:

 

Last year Huawei became an OCP Platinum Member. This year, Huawei continues investment in and commitment to OCP and the open source community. Huawei’s active involvement within the OCP Community includes on-going participation and contributions for various OCP projects such as Rack and Power, System Management and Server projects with underlying contributions to the upcoming specs for OCP accelerator Module, Advanced Cooling Solutions and OpenRMC.

“Huawei’s strategic investment and commitment to OCP is a win-win,” said Mr. Kenneth Zhang, General Manager of FusionServer, Huawei Intelligent Computing Business Department. “Combining Huawei’s extensive experience in Telco and Cloud deployments together with the knowledge of the vast OCP community will help Huawei to provide cutting edge, flexible and open solutions to its global customers. In turn, Huawei can leverage its market leadership and global data center infrastructure to help introduce OCP to new geographies and new market segments worldwide.”

During a keynote address at OCP Global Summit, Huawei shared more information about its Open Rack adoption plans as well as overall OCP strategy. Huawei  also showcased some of the building blocks of these solutions in its booth, including OCP-based compute module, Huawei Kunpeng 920 ARM CPU, Huawei Ascend 310 AI processor and other Huawei intelligent Compute products.

Huawei’s Booth at  OCP 2019 Summit

………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….

In summary, Huawei has developed an optimized rack scale design that will become the foundation of its cloud and IT infrastructure roll out.   This extends the company’s product portfolio from telecom/networking to cloud computing and storage as well as an ODM for compute and storage equipment.  Hence, Huawei will now compete with Microsoft Azure as well as China CSPs Alibaba, Baidu and Tencent in using OCP compliant IT equipment in their cloud resident data centers,.  Unlike the other aforementioned OCP Platinum members, Huawei will design and build its own IT equipment (the other  CSPs buy OCP equipment from ODMs).

There are now 124 OCP certified products available with over 60 more in the pipeline.  Most of the OCP ODMs are in Taiwan.

…………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………….

Google:

While Google has been an OCP Platinum member since 2015, they maintained a very low profile at this year’s OCP Summit, so it’s not clear how much OCP compliant equipment they use in Google Cloud or in any of their cloud resident data centers.  Google did present 2 tech sessions at the conference:

Google’s 48V Rack Adaptation and Onboard Power Technology Update” at the OCP 2019 Summit early Friday morning March 15th.  Google said that significant progress has been made in three specific applications:

1. Multi-phase 48V-to-12V voltage regulators adopting the latest hybrid switched-capacitor-buck topologies for traditional 12V workloads such as PCIEs and OTS servers;

2. Very high efficiency high density fixed ratio bus converters for 2-stage 48V-to-PoL power conversions;

3. High frequency high density voltage regulators for extremely power hungry AI accelerators.

Google and ONF provided an update on Stratum — a next generation, thin switch OS that provides silicon and hardware independence, which was first introduced at the 2018 OCP Summit.  Stratum was said to enable the next generation of SDN.  It adds new SDN-ready interfaces from the P4 and OpenConfig communities to ONL (Open Network Linux) that enable programmable switching chips (ASICs, FPGAs, etc.) and traditional switching ASICs alike. The talk described how the open source community has generalized Google’s seed OVP contribution for additional whitebox targets, and demonstrate Stratum on a fabric of OCP devices controlled by an open source control plane.

I believe Google is still designing all their own IT hardware (compute servers, storage equipment, switch/routers, Data Center Interconnect gear other than the PHY layer transponders). They announced design of many AI processor chips that presumably go into their IT equipment which they use internally but don’t sell to anyone else (just like Amazon AWS).

Google Cloud Next 2019 conference will be April 9-11, 2019 at the Moscone Center in San Francisco, CA.

References:

https://www.huawei.com/en/press-events/news/2019/3/huawei-ocp-open-rack-public-cloud-datacenters

https://www.globenewswire.com/news-release/2019/03/14/1754946/0/en/Huawei-to-Adopt-OCP-s-Open-Rack-across-New-Public-Cloud-Datacenters-Globally.html

 

Recent Posts