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JP Kleinhans Profile picture
JP Kleinhans
@JPKleinhans
Working on all things semi @OECD SIEN. I'm rarely here, just go to https://t.co/ledZLiVmvd
Sep 1, 2022 • 12 tweets • 6 min read
OK, so we just finished our 3-paper series on the #EUChipsAct.

The 3. paper assesses the effectiveness of the proposed #Crisis Response Toolbox.

stiftung-nv.de/en/publication…

We see many, many problems. Here's why... 🧵

#semiconductors #chips #chipshortage #Europe Image The proposal talks about utilizing common purchasing, export restrictions and priority-rated orders during future chip shortages to ensure security of supply for Europe.

We also added national reserves since several countries (Spain, Japan...) are thinking about those.
Dec 8, 2021 • 4 tweets • 6 min read
Good news everybody!

The excellent @J_B_C16 and I teamed up (again!) to analyze what #China's rise in #semiconductors means for #EU. It's not 60 pages and 300 references like the last one (sorry).

Reading this are 20min well spent, promise!

stiftung-nv.de/en/node/3187 Image This is the second paper based on our (@snv_berlin) cooperation with @merics_eu to make a deep dive into #China's #semiconductor ecosystem. The first paper assessed China's competitiveness in #chips and can be found here. stiftung-nv.de/sites/default/… (it's a "long-read").
Jun 30, 2021 • 8 tweets • 5 min read
Good news everybody!

To enrich your summer break John (@J_B_C16) and I wrote about #semiconductors and #China!

We analyzed the global semi value chain across three strategic dimensions: industry competitiveness, #NationalSecurity and #resilience

cc @snv_berlin @merics_eu /1 Image First, we looked at the generic production steps - consisting of 3 process steps and 5 inputs.

For each we analyzed barriers to entry, market concentration, competitiveness of Chinese industry, Chinese policies, etc. Image
Feb 5, 2020 • 10 tweets • 5 min read
Why don't we talk about the 𝗖𝗢𝗦𝗧𝗦 of replacing #Huawei gear in EU?

Both @BTGroup and @VodafoneGroup talked about it in their latest financial reports to investors.

theguardian.com/business/2020/…

Let's have a look... [THREAD] The BT Group estimated in their latest financial statement that the UK's 5G requirements will have "an impact of around £500 million over the next 5 years."

btplc.com/Sharesandperfo…
Jan 29, 2020 • 7 tweets • 2 min read
So, #EU #5G #toolbox is out.
ec.europa.eu/newsroom/dae/d…

IMHO, excellent work. Seriously.

What becomes crystal clear, though: 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗮𝘂𝘁𝗵𝗼𝗿𝗶𝘁𝗶𝗲𝘀 𝘄𝗶𝗹𝗹 𝗵𝗮𝘃𝗲 𝘁𝗼 𝘀𝘁𝗲𝗽 𝘂𝗽 𝘁𝗵𝗲𝗶𝗿 𝗴𝗮𝗺𝗲, 𝗔 𝗟𝗢𝗧. In the future they will have to... [Thread] + continuously assess the risk of deploying particular 5G network equipment and restrict/prohibit if necessary. (p20)

+ audit MNOs at an "in-depth technical level" (p20)

+ assess operators' sourcing strategy and the involvement of 3rd party suppliers (p20)
Jan 14, 2020 • 10 tweets • 6 min read
There is a relatively new #5G report from @OxfordEconomics analyzing economic impact (losses) of banning #Huawei in different countries: resources.oxfordeconomics.com/hubfs/Huawei_5…
Their math might be right but several of their assumptions are flawed and ill-informed. [THREAD] Assumption: RAN Market shares will remain the same over the next 10 YEARS. If Huawei is restricted, operators have to choose between Nokia or Ericsson since smaller vendors don't have "the same global reach or breadth of products and services [...] to successfully compete". p14