In 2018, several countries led by the US banned Huawei from their 5G networks on the grounds of national and IT security. Amid the bitter trade war with China, the Trump administration recently has moved to punish Huawei further by prohibiting US companies from selling components and parts to the China tech giant. Despite the 90-day delay for the Huawei ban, the impact on the global 5G development is expected to be enormous as Huawei is still considered one of the pioneers in 5G. Following the Trump and Xi meeting at G20 last weekend, the US and China have reached a consensus on restarting negotiations and resuming exports to Huawei. It is believed that the market will be motivated in the short term, but in the long run, it is still necessary to keep eyes on the actual progress of the negotiations between China and the United State. This report provides a description of how this all began and a whole picture of these bans and looks into their causes and influences.
List of Topics
- Background and reasons behind the global backlash against Huawei from the perspective of both western countries and Huawei
- Analysis of the impact on Huawei in other regions except the US and why most enterprise customers still hold on to the company’s 5G equipment
- Analysis of political risks for other Chinese vendors such as ZTE if the global ban continues.
Table of Contents
1. Huawei Network Equipment Banned by Several Countries and Telecoms
2. Main Reasons behind Lack of Trust in Chinese Enterprises
2.1 Huawei’s Global Expansion Backed by Government
2.2 Chinese Enterprises’ Difficulty in Maintaining Independence under China’s Legal System
2.2.1 Chinese Government’s Increased Control over Chinese Enterprises
2.2.2 Chinese Government’s Legitimate Rights to Conduct Intelligence through Enterprises
3. Huawei Defends Equipment Security
3.1 Huawei Asserts Ability to Manage its Security and Keep Independence from the Government
3.2 Huawei Proposes Security Improvement Measurements to Win Trust of Western Countries
4. Most Enterprise Customers Still Hold On To Huawei Equipment
4.1 Huawei's Biggest Loss in the Asia Pacific is the Loss of Market Share in Japan
4.2 Huawei's Market Share in Europe Remains Unaffected Except BT
4.2.1 Other European Operators Still Cooperate with Huawei
4.2.2 Germany Government Has Security Concerns about Huawei's Technology but Not Telecom Operators
4.2.3 Huawei's 5G Product Advantages Make it Difficult for Telecom Operators to Give Up Easily
5. Political Risks that Huawei May Have to Encounter in the Future
5.1 Huawei Continues to Face Political Risks in the Future
5.2 Governments and Operators of All Countries Have High Possibility of Expanding the Blockade
5.3 ZTE Should Be Worried About the US Government Bans on All China-made Products
6. MIC Perspective
Appendix
Glossary of Terms
List of Companies
List of Tables
Table 1 Bans on Huawei Equipment Worldwide
Samples
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Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- Alibaba
- Altice
- AT&T
- Baidu
- Best Buy
- Bouygues Telecom
- BT
- Der Spiegel
- Deutsche Telekom
- Futurewei Technologies
- KDDI
- KT
- LG
- NTT
- NTT Docomo
- Optus
- Orange Play
- Sina
- SKT
- SkyCom
- SoftBank
- Spark
- Stiftung Neue Verantwortung
- Telefónica Deutschland
- Telefónica O2
- Telefonia Dialog
- Tencent
- Three
- TIM
- Beijing Changjiu Logistics
- Vodafone
- Vodafone Hutchison Australia
- Xiaomi
- ZTE
Methodology
Primary research with a holistic, cross-domain approach
The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.
Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:
Method
- Component supplier interviews
- System supplier interviews
- User interviews
- Channel interviews
- IPO interviews
- Focus groups
- Consumer surveys
- Production databases
- Financial data
- Custom databases
Methodology
- Technology forecasting and assessment
- Product assessment and selection
- Product life cycles
- Added value analysis
- Market trends
- Scenario analysis
- Competitor analysis
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