Read more at https://www.channelnewsasia.com/news/asia/fears-rise-china-could-weaponise-rare-earths-in-us-tech-war-11554900
(Updated: )
Lam Chian Leong
The United States Geological Survey estimated last year there were 120 million tonnes of deposits worldwide including 44 million in China, 22 million in Brazil and 18 million in Russia.
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(1) If China curb rare earth export - all US manufacturing will stop - China could shut down nearly every automobile, computer, smartphone and aircraft assembly line.
(2) US will treat this as an all-out assault on all US manufacturing industries - as currently US is only curbing a few China companies.
(3) Noted that Brazil and Russia also have a sizeable deposit of rare earth, US may shift to buy more from Brazil and Russia - and China embargo on US may become ineffective.
(4) Thus Huawei must still "go back to basics" :-
- get buy in from its huge domestic market (1.45 billion consumers) eg. if 700 million local Chinese buy $1000 handphone per year - it will bring Huawei revenue of $700 billion. （1）立于不败之地。
- develop its own OS (Linue is an open source) - just like Android is develop from Linux kernel. （2）背水一战
- get China mobile apps developer to develop Chinese apps for local consumers (eg. Tencent, Alibaba. Weidu etc). （3）起死回生。
- get China consumers to buy Huawei phones with new OS - using China mobile apps （4）收回失地。
- and then beef up apps for foreign market （4）收回失地。
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(1) If China curb rare earth export - all US manufacturing will stop - China could shut down nearly every automobile, computer, smartphone and aircraft assembly line.
(2) US will treat this as an all-out assault on all US manufacturing industries - as currently US is only curbing a few China companies.
(3) Noted that Brazil and Russia also have a sizeable deposit of rare earth, US may shift to buy more from Brazil and Russia - and China embargo on US may become ineffective.
(4) Thus Huawei must still "go back to basics" :-
- get buy in from its huge domestic market (1.45 billion consumers) eg. if 700 million local Chinese buy $1000 handphone per year - it will bring Huawei revenue of $700 billion. （1）立于不败之地。
- develop its own OS (Linue is an open source) - just like Android is develop from Linux kernel. （2）背水一战
- get China mobile apps developer to develop Chinese apps for local consumers (eg. Tencent, Alibaba. Weidu etc). （3）起死回生。
- get China consumers to buy Huawei phones with new OS - using China mobile apps （4）收回失地。
- and then beef up apps for foreign market （4）收回失地。
黄柏安
There is in fact a rare earth separation plant owned by the Australian company Lynas near Kuantan. The licence will expire in September 2019 and because of the radioactive and pollution problems, their licence may not be renewed. There had been numerous protests by the Malaysian to close down the Lynas plant which is near the highly populated Kuantan and it affects the health of the residents of Kuantan. Develop countries in order to save costs, always shift the pollutive and radioactive industries overseas and caused health and environmental problems to the underdeveloped countries such as Malaysia. To do the same rare earth separation plant in America, the costs would probably be triple than that of Malaysia.
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