It really sucks that our government decided to screw over Huawei just when Huawei finally started making really awesome smartphones. https://t.co/VEglkg2z52

— Stefan Constantine (@WhatTheBit) December 2, 2019

UBS와 Formalhaut 테크노 솔루션즈의 분석: 화웨이 메이트 30 시리즈, 미국 제재 때문에 최초로 미국 부품 없이 만들어져.
- 5G 네트워크 장비도 "미국 부품 프리"
- 내년 모든 화웨이 스마트폰 미국 부품 없이 만들어질 것 예상
- 그러나 메이트 30 시리즈, 구글 서비스 빠져 https://t.co/b6pB8md7Hd

— Wan Ki Choi (@wkchoi) December 2, 2019

Huawei’s Latest Smartphones, Network Gear are “America-Free” - https://t.co/l80XlMAmD7 pic.twitter.com/wK9MBlgDnv

— Paul Thurrott (@thurrott) December 2, 2019

Soon all lower end Chinese smartphones will be free of US made parts (and they dominate the African market). China's problem is they don't yet have a rival to Google Play and Android - and they are unlikely to have one, with intense censorship back home. https://t.co/Qnm5FeqpLZ

— Onye Nkuzi (@cchukudebelu) December 2, 2019

Huawei phones & 5G NO LONGER use U.S. components #huawei https://t.co/RYZFtbDFeB pic.twitter.com/Bv5PqdBJBt

— Giz China (@Gizchina) December 2, 2019

#Huawei can make #smartphones without #American parts.#US suppliers are becoming increasingly irrelevant.#Qualcomm, #Broadcom, #Xilink, etc to lose $30 billion annually to #EU & #Japanese tech companies.
Blowback to banning Huawei. Ouch!https://t.co/bH4Nt9S3dk

— XallyWho (@xalwho) December 2, 2019

“All of our 5G is now Amer­ica-free,” said John Suffolk, @Huawei’s top cyber security official. Last year I wrote that @realDonaldTrump’s political epitaph will be “I killed the American farmer.” Look like US tech industry should be included too. https://t.co/O7mcQBdGlO

— Andy Mok (@andymok) December 2, 2019

Huawei Manages to Make Smartphones Without American Chips https://t.co/NFolpPksyk #kbn

— Korben (@Korben) December 2, 2019

WSJ: 화웨이의 최신 메이트 30은 사실상 미국 부품을 거의 배제한 채로 만들어져. 뿐만 아니라 5G 장비에서도 미국산을 대체한 것으로 드러나서 미국의 화웨이에 대한 제재 움직임이 효과가 있었나? 라는 의문이 제기. 물론 구글의 거래중단은 (당분간)직빵으로 먹혔지만. https://t.co/ALH7nlopvN

— 푸른곰 (@purengom) December 2, 2019

Huawei Manages to Make Smartphones Without American Chips https://t.co/R9ymqrTH53 pic.twitter.com/zm6cDkieq3

— Adam Segal (@adschina) December 2, 2019

The US working class will be the biggest loser in Trump's idiotic trade war. https://t.co/SzwRs6ViQj

— Carlos Martinez (@agent_of_change) December 2, 2019

What to the famous Huanquang Bei electronics markets in Shenzhen. This is what I've learned: there are a great many Chinese smartphones and they're all very smartphoney. https://t.co/ADDqwQPwEn

— Five Alive (@Mont_Jiang) December 2, 2019

Aspettando l'accordo del secolo! OOOPS! Uno smartphones cinese Huawei senza componentistica USA!
For China’s top smartphone maker, U.S. suppliers are increasingly a nice-to-have, not a must-have https://t.co/hP0l6xwQLT di @WSJ

— Andrea Mazzalai (@icebergfinanza) December 2, 2019

I’ve been writing a lot about the porousness of the entity list designations, but maybe more important for Huawei’s survival is success at replacing US chips. It stripped out a huge amount of US content in the course of a single design cycle:https://t.co/n9TA7HrWKO

— Dan Wang (@danwwang) December 1, 2019

Huawei Manages to Make Smartphones Without American Chips.https://t.co/FQ3hD4jH1S

— FurorRises (@FurorRises) December 1, 2019

For China’s top smartphone maker, U.S. suppliers are increasingly a nice-to-have, not a must-have... time to make the deal Donald https://t.co/BKpc4VtXRP

— FxMacro (@fxmacro) December 1, 2019

The Belt-Road Initiative was intended to make China less economically dependent on the US. The US-led trade war will catalyze this process if it doesn't succeed, and things don't look too good for the US with the next recession or depression coming up.https://t.co/DLKqgqo6Q1

— 鍾翔宇 Xiangyu ☭ (@ComradeXY) December 2, 2019

New Huawei Mate 30 used zero US suppliers, teardown analysis shows

Intel
Broadcom
Qualcomm
Qorvo
Skyworks
Cirrus Logic

all provide parts to Huawei https://t.co/09LxQAcxmR

— Sally Shin (@sallyshin) December 2, 2019

Huawei Manages to Make Smartphones Without American Chips - WSJ https://t.co/3TqxGtWkmH

— Paul Triolo (@pstAsiatech) December 2, 2019

Huawei Manages to Make Smartphones Without American Chips https://t.co/NfZeCWzaVH #phone #Huawei

— Sqwii (@Sqwii) December 2, 2019

This is a perfect example of why Trump is such a disaster for America. He's such a moron he doesn't think one step ahead, never mind two. https://t.co/sSl345dd6A

— Charlotte Jee (@charlottejee) December 2, 2019

Huawei's Mate 30 series and latest 5G equipment are now "America free" (hardware wise). They do say they'd want to use US components, but the words feel like they are opening a new era.

"America free"...

I love the US, but damn things are changing...https://t.co/g1pVmLtHqi

— Patrick Beja (@NotPatrick) December 3, 2019

It’s not “a matter of time” for China to catch up to the United States.

It’s a matter of Chinese thievery of American intellectual property.https://t.co/8BpR2Bk4mq

— Pete Nguyen (@vpetenguyen) December 3, 2019

Yes, and I believe they will likely be America-Free in terms of sales. Not sure that was @Huawei goal. -> Huawei’s Latest Smartphones, Network Gear are “America-Free” - https://t.co/k9Vzfu1xeB #5G #Mobile https://t.co/D9k6L3PESt

— Daniel Newman (@danielnewmanUV) December 2, 2019

For China’s top smartphone maker, U.S. suppliers are increasingly a nice-to-have, not a must-have https://t.co/u8sLh2P9lx

— Bojan Tunguz (@tunguz) December 2, 2019

Huawei Manages to Make Smartphones Without American Chips.https://t.co/r7QoWQt1uC

— Mats ☮ Nilsson (@mazzenilsson) December 3, 2019

From @asafitch and @DanStrumpf's latest: "Huawei's latest phone, which it unveiled in September...contained no U.S. parts."

Pending verification, this conclusion reveals a major development that occurred far faster than many observers would've expected.https://t.co/ffMTz0s8pf

— Ali Wyne (@Ali_Wyne) December 1, 2019

US manufacturers being cut out of Chinese supply chains https://t.co/NStA1doJ15

— Santi (@rSanti97) December 2, 2019

When Huawei came out with this high-end phone—and this is its flagship—with no U.S. content, that made a pretty big statement,” said Christopher Rolland, a semiconductor analyst at Susquehanna International Group. https://t.co/0o2ZqIo3PN

— Susan Shirk (@SusanShirk1) December 2, 2019

Is this a good example of "deweaponizing interdependence," @henryfarrell? https://t.co/UjOYBiwOHX

— Nils Gilman (@nils_gilman) December 2, 2019