After Qualcomm, Microsoft was investigated by the prism door after the fermentation?

On July 28th, the staff of the State Administration for Industry and Commerce in Beijing, Shanghai, Guangzhou and Chengdu also attacked and interviewed Microsoft's offices in the above four places. It is reported that in addition to inquiring about some things, the staff of the State Administration for Industry and Commerce also took away some relevant documents, and it was reported that the matter was related to the anti-monopoly investigation.

It is understood that there are currently three departments in China that can investigate monopoly. Among them, the National Development and Reform Commission is responsible for investigating price monopoly. Therefore, Qualcomm's monopoly investigation was led by the National Development and Reform Commission; the Ministry of Commerce mainly investigated the monopoly that may be caused by commercial mergers and acquisitions; the State Administration for Industry and Commerce is responsible for the abuse of market dominance by enterprises, and there is no justifiable reason for lowering costs. The investigation of anti-monopoly and unfair competition caused by external sales of prices and unreasonable trading conditions.

Therefore, an anti-monopoly lawyer analyzed that Microsoft was investigated this time, which is more likely to be tied to tying. Another industry source said that in the domestic market, Jinshan, Zhongke Hongqi, Yongzhong Company have all accused Microsoft of monopoly, and the State Administration for Industry and Commerce has also conducted several interviews with related companies to prepare for antitrust investigations against Microsoft.

Microsoft China officially stated that Microsoft is committed to creating products to meet customer requirements for functionality, security and reliability. Microsoft will actively cooperate with government departments to investigate and answer relevant questions.

This short official response did not involve the content of the inquiry, but the industry generally believes that Microsoft has encountered a continuation of the government's censorship of foreign-invested high-tech companies in China after the Prism. Microsoft had previously admitted to participating in the prism door to steal. This is the fourth surveyed company that has attracted industry attention after Cisco, IBM and Qualcomm.

"Microsoft and other foreign technology companies are experiencing a crisis of confidence in China," said industry insiders. "This is something that has never been done before, and companies should pay attention to it."

The analyst further pointed out that after the state pays close attention to information security, whether it is from the independent operating system research and development, or from the key industries such as banks to replace foreign-invested products with domestic manufacturers, it will be the next big industry environment. This round of action is not a mere Sino-US trade dispute.

The prism door is still cloudy

In June last year, the multinational media reported on a secret project, code-named "Prisma", launched in 2007 by the NSA and the Federal Bureau of Investigation, according to documents provided by former US National Security Agency (NSA) employee Edward Snowden. Its content has triggered multi-country chain reactions due to the involvement of monitoring and stealing. More American high-tech companies such as Microsoft, Google, and Apple are involved, and they are highly concerned by the outside world.

On May 26 this year, the Internet News Research Center of the State Council Information Office issued a report entitled "The United States Global Monitoring Action Record". This is the first time that the Chinese official has been involved in the interception of the "Prime Gate" incident. The official confirmation and statement of the issue is also a milestone in this series of events.

The survey found that Cisco, IBM and other companies have been deeply rooted in the construction of China's national key information infrastructure, which means that in the event of cyber attacks, government, business and personal communication systems have certain loopholes.

Take China's core routing market as an example, it has been divided by Cisco and Juniper Networks. Especially on the 163, 169 backbone network, the share of Cisco equipment has reached almost 70% to 80%. At the same time, backbone routers such as international gateway nodes, super core nodes, common core nodes, and aggregation nodes are also mostly Cisco products.

In this regard, there have been people in the security industry who said that the prism door is only a small part. The United States is still operating in listening stations around the world. It is difficult for individuals to bypass the US surveillance. It can only be said that government agencies can really reduce if they are prepared. The opportunity to leak.

The market encountered Chinese field squeeze

The most direct impact of prism doors is that high-tech companies such as Cisco and IBM have encountered Waterloo in some markets in China.

In China Telecom's IP equipment collection in July last year, Cisco lost orders for high-end core routers, which was previously a traditional advantage. This directly led Cisco to clearly point out that the prism door "will change the competitive landscape of US technology companies, and the market share of Chinese companies is accelerating."

Although from the recent financial reports of Cisco, the significant decline in sales and profits can not be attributed solely to the Prism door incident, Cisco CEO John Chambers said in the earnings conference call that the weak performance stems from emerging industries such as China. Market demand is weak. Chambers said that the US government's monitoring behavior has had a bad influence in China, so the companies there have become more hesitant when purchasing Cisco products.

In a similar case, IBM's server market shipments declined, with X servers having the largest decline in market share in the first quarter of 2014, reaching 25%.

Correspondingly, the shipments of local vendors' Inspur servers increased by 288% year-on-year. Zhang Haitao, vice president of Inspur Electronics, said that the “prism door” did bring opportunities to domestic server manufacturers. The increase in shipments “has a great relationship with the government’s emphasis on information security”.

Chinese government encourages independent research and development

The safety problems caused by the exposure of prism doors have enabled the Chinese government to support and trust its high-tech industries and use self-developed technology products.

Although there is no further news about this visit to Microsoft, but under the stimulus of security demand, the recent series of government actions seem to indicate that the country will conduct more comprehensive and severe violations of transnational corporations’ violations in China. Strike.

Recently, chip giant Qualcomm reminded investors after the release of its earnings report that it lowered its recent patent license business performance forecast because the company is experiencing an anti-monopoly investigation initiated by the China Development and Reform Commission. The investigation began in November 2013, when the National Development and Reform Commission raided Qualcomm Beijing and Shanghai companies, and patent licensing fees were one of the key projects of the survey.

At the same time, the "National Integrated Circuit Industry Development Promotion Outline" was officially announced at the end of June. The outline defines the IC industry as the core of the information technology industry and emphasizes the strategic and fundamental status of safeguarding national security.

In fact, the demand for independent research and development is more prominent in the operating system.

Earlier, the Institute of Software of the Chinese Academy of Sciences and Shanghai Lianyi Network Communication Technology Co., Ltd. jointly released an operating system called COS (China OperaTIng System). It is based on Linux and can be used in multiple terminal devices such as computers, smartphones, tablets and set-top boxes. Li Mingshu, director of the Institute of Software at the Chinese Academy of Sciences, said that the release of COS aims to "break the monopoly of Microsoft, Apple and Google in the field of basic software."

In addition, Ni Guang, an academician of the Chinese Academy of Engineering, pointed out that most of the operating systems used in mobile devices are Apple and Google in the United States, which leaves hidden dangers for user information security. Fundamentally speaking, China should speed up the independent research and development of safe and controllable mobile terminal operating systems.

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