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On a related note, the other Chinese telecom devices provider ZTE looks to be half dead - ZTE will probably lose Android licensing soon. https://www.cnet.com/news/zte-may-lose-android-licensing-fro... And lose access to vital parts for 7-10 years.

Huawei will most likely try to focus its attention on Europe and Asia. However, other countries might follow suit with US soon, following FCC's proposal to withhold money from suppliers (such as Huawei). https://www.fiercewireless.com/wireless/huawei-moving-from-u...

South Korea, for example, has started questioning Huawei's close ties with the CCP https://venturebeat.com/2018/04/03/south-korean-carriers-fac...

looks like Nokia, Ericsson, and Samsung will be the winners here, with Samsung most likely winning the 5G race in US, and Nokia/Ericsson in Europe



Ironically the UK let Huawei to build and run it’s most secure networks it even has access to the doughnut.

https://www.telegraph.co.uk/technology/2018/02/20/uk-cyber-s...

This is despite multiple failures including the inability to verify the source code and binaries that end up running on the hardware that is supplied, operated and managed by Huawei.

https://assets.publishing.service.gov.uk/government/uploads/...

(Page 15 is a gem so are many others).


Huawei has lots of big customers in Germany and invests big money into 5G. I think nobody can compete with Huawei in Germany. Huawei themselves see ZTE as a big competitor in China and they also think they already "won" the race in Germany. You need lots of money to change the infrastructure to some other hardware provider. And I think noone can compete with Huawei's prices.




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