2019 latest, thorough explanation of the difference between US and China "5G strategy" How will Huawei exclusion fall?A business compass that can be read from trends in the United States

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2019 latest, thorough explanation of the difference between US and China "5G strategy" How will Huawei exclusion fall?

A business compass that can be read from trends in the United States

On May 20, 2019, it was reported that Google in the United States stopped some business to Huawei. The Trump administration does not approve the adoption of China's Huawei communication equipment for security reasons in the construction of the next-generation communication standard 5G network in the United States, and puts pressure on Europe and Japan to eliminate the company. There is. There are explanations such as "a part of the US-China trade war" and "to crush Made in China 2025, which is China's ambition to conquer world technology", but what does the United States want to do in the same field in the 5G competition with China? I can't really see the "clear vision" of what I want to be. The essence of the US-China 5G war may actually be the straying of the United States due to lack of strategy.

Journalist in the United States Taro Iwata

Journalist in the United States Taro Iwata

Learn the basics of financial and economic reporting at the Tokyo General Bureau of NBC News, the English newspaper department of the Yomiuri Shimbun, and the Nikkei International News Center. Currently, he publishes articles that analyze the US economy widely and deeply in paper media such as "Weekly Economist", while also contributing to multi-channel web media such as "Japan In-Depth" and "ZUU Online". do. He is also involved in long-term interviews with overseas big names, and is good at writing and translating articles such as finance, macroeconomics, energy, and corporate analysis. He provides a wide range of social analysis, including international politics, parenting, education, justice, and crime. He keeps in mind "analysis that is one step ahead of the times".

1. China's 5G strategy is clear and in perfect alignment with national goals
2. Huawei et al. China Tech invading the world
3. Is the socialist market economy the driving force behind 5G development?
4. The United States lags behind in the inner race
5. Lack of communication networks that form the basis of 5G
6. US 5G with low productivity due to regulations
7. Inefficiency of capitalism and high efficiency of socialism
8. Finally the national vision has begun to appear

China's 5G strategy is clear and in perfect alignment with national goals

China's thinking of overturning US technology dominance and setting goals and paths to become a global technology leader and even a political leader in the future is extremely clear, strategic and realistic. First, the "strategy" of the direction the nation should take is clearly defined, and as a "tactic" to achieve that purpose, 5G, artificial intelligence (AI), etc. with the power of the Chinese Communist Party, which has strong leadership, etc. Development and commercialization of cutting-edge technology fields are being carried out quickly and efficiently. President Xi Jinping reaffirmed at the Chinese Communist Party Congress in October 2017, based on the conventional policy of "putting all politics, economy, and society under the control of the party," regardless of whether it is a state-owned enterprise or a non-state-owned enterprise. , State-of-the-art technology is positioned as the cornerstone of the Communist Party dictatorship and the "great revival of the Chinese people." Under this major policy, clear national goals (strategies) and realistic and synergistic industrial support measures (tactics) have been set out, and tremendous development has been achieved through swift and comprehensive decision-making unique to dictatorship. ing. In fact, in November 2017, the Chinese government certified an artificial intelligence (AI) national project consisting of four divisions: autonomous driving, smart city, medical video, and voice recognition, with steady results. In addition, by 2025, we are implementing a plan to spread optical cable communication, which is indispensable for the use of wireless 5G devices and services, to 80% of all households in Japan, and we are rapidly promoting high-speed data conversion of a vast land area. .. This is a long-term plan for several years, based on reflections that lag behind the United States in the development and deployment of 3G and 4G. According to a survey conducted by U.S. consulting giant Deloitte in August 2018, China's 5G infrastructure investment since 2015 has exceeded the U.S. investment by $ 24 billion (about 2,666.9 billion yen), which is the U.S. 350,000 base stations have been built for 30,000 units, and the total number of constructions has reached 1.9 million for China, compared to 200,000 for the United States. In the future, China is expected to invest another 400 billion dollars (about 44,483.8 billion yen) in 5G infrastructure. In terms of technology development, China's lead is only opening. According to the statistics of the number of irreplaceable technology patent applications in the 5G field released in January by German research firm IPlytics, China is ahead of the United States by 34% and 14%, holding more than 1.5 times the share of the current 4G. ..

Huawei is invading the world

Under these circumstances, Chinese technology companies such as Huawei and ZTE have manufactured a lineup that can meet all needs regarding 5G in their own country and are spreading it in their own country, further improving quality and low cost. We are expanding our share of weapons around the world.Related article

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For example, communication infrastructure such as commercial optical cables, communication equipment such as routers, base station equipment such as antennas and control devices, data storage systems, modem chips for 5G mobile terminals, 5G communication modules for connected cars, and all of these. It overwhelms the competition of other countries with its comprehensive strength, such as software related to cooperation. It is worth noting that many of these 5G devices are strategically incompatible with other companies' products. If Huawei products are adopted for current 4G generation communication equipment and base stations, 5G equipment will automatically use Huawei products in the future. In terms of consumer products, Chinese companies are also the first in the world to announce innovative new products for peripheral devices such as 5G mobile terminals and 5G TVs. Chinese products are also growing in terms of market share, and according to US research firm IDC, Huawei has a market share by manufacturer while top Korean Samsung Electronics and US Apple are declining in terms of global smartphone shipments in the January-March quarter. I came in second. Under these circumstances, on May 20, Google, which received the intention of eliminating Huawei by the Trump administration, changed the license agreement for Huawei's newly released Android terminal, and it will not be possible to use the Play store application and Gmail application. It was reported that it would be done. Qualcomm, Intel, Zyricom, and Broadcom, which supply core parts such as semiconductors for smartphones to Huawei, have reportedly stopped supplying hardware and software. In addition, on May 22, it was reported that SoftBank Group's British semiconductor design company Arm had suspended contracts with Huawei, including technology originating in the United States, in accordance with US regulations. Huawei's smartphones, which are becoming popular overseas including Japan, are also attractive to consumers because the supply of key parts is cut off and the Play Store application, which is the biggest attraction of Android terminals, can not be used. Lost sales are expected to decline. It is the biggest crisis in Huawei's smartphone sector. In addition to this, if the supply of parts and software of US tech companies to Huawei's 5G base stations and communication equipment is cut off and Japanese and European manufacturers are forced to follow suit, Huawei's management itself will be shaken. However, here, Huawei has developed a smartphone OS that surpasses the Fuchsia OS being developed by Google as a successor to Android and spread it to the world, providing a Chinese-made application for overseas that is more attractive than the Play store application. Huawei may be able to turn a pinch into an opportunity if it becomes self-sufficient in 5G base stations and communication equipment parts with its courage and self-rehabilitation. Such a "great reversal" cannot always be denied as a dream story because the efficiency of the "socialist market economy" promoted by China and the inefficiency of the "liberal economy" that the United States adheres to are the essence of the US-China tech war. This is because the reality is that the United States can only compensate for its inefficiencies and irrationality with prohibitions such as immigration to China and compulsory structural reforms.

Is the socialist market economy the driving force behind 5G development?

From the 1930s to the 1950s, China's decisive lead in 5G was to achieve comprehensively set industrial goals one after another based on the planned economy (controlled economy) represented by the five-year plan. There is something reminiscent of the success of the Soviet Union, a socialist nation that has amazed the world. However, the Soviet Union subsequently succumbed to the United States as the planned economy itself, which brought about great success, became rigid and the economy became inefficient. With the collapse of the Soviet Union in 1991, the "end of history" became aware, and American-style deregulation and a privately-led liberal economy became believed to be the most efficient and productive. Under such circumstances, China learned from the failure of the Soviet Union, promoted a "socialist market economy" incorporating a liberal economy from the 1990s, and succeeded in taking advantage of the advantages of a planned economy and the advantages of a liberal economy. It seems that it creates price competitiveness in the 5G field, high efficiency and high productivity of self-development, and leads to victory in the market. [Next page] On the other hand, what is the US 5G plan?List the problems

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