How much trouble is Huawei in?
Fresh US sanctions have cut off the Chinese tech company's access to vital American technology to a greater extent than ever before. Countries and mobile network operators around the world are now questioning whether Huawei will be able to deliver on its 5G promises . And rising anti-China sentiment in India and elsewhere is not helping matters.
US Secretary of State Mike Pompeo declared last month that "the tide is turning against Huawei as citizens around the world are waking up to the danger of the Chinese Communist Party's surveillance state."
Those remarks were "a bit pre-emptive," said Carisa Nietsche, a researcher at the Center for a New American Security, a Washington think tank.
Pompeo lauded countries such as the Czech Republic, Poland and Estonia for "only allowing trusted vendors in their 5G networks." But Nietsche noted that many of those countries made up their minds last year, when they signaled they wouldn't work with Huawei . And European countries with much bigger economies, such as the United Kingdom, France and Germany, have yet to announce a total ban on Huawei.
But there is "the beginning of a sea change in Europe," Nietsche said.
European countries and mobile carriers are now worried that Huawei won't be able to provide 5G infrastructure as promised given the "massive hit to their business" from the new US export controls, she said.
That would prove to be all too true.
Without those chipsets, Huawei can't build 5G base stations and other equipment, according to analysts at ...
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