Comment by maxglute
3 hours ago
US domestic law for US territories, AKA it's Super Ineffective!
Huawei (with PRC support) will sue/sales injunction international OEMs/manufactures that uses QC... for consumer electronics, QC doesn't make shit, US barely make shit, hence QC PARTICULARLLY fucked because essentially every producer of QC in every segment goes through PRC supply chains, including US partners like South Korea who manufactures Vietnam but depends on PRC immediate goods. PRC tells them to stop making shit with QC, they stop or PRC makes sure they stop making all shit. If device makers can't use QC, they use something else -> QC is kill.
And unlike domestic US laws, SEP enforcement legitimate/international, i.e this not where US entity lists and tries others to not HW buy, QC just becomes internationally "entity listed" for violating SEP.
There's a reason US/BIS carved exception immediately. Because this not lawfare battle US can win. And vice versa, HW still paying for US IP post sanctions and pays when losing international IP battles, i.e. 2B to QC of all people... over SEP in 2020. Because it's better to not fuck with SEPs if you want to sell globally.
But really take to logical conclusion, US global market/manufacture exposure existentially higher than PRC, US has more markets to lose and loses them harder. PRC can bypass US and make shit, US can't vice versa.
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