Re: Huawei fights back
But then, who does look as pure? Cisco?
The three "big" manufacturers of mobile phone transmission equipment are: Huawei (number one for a number of years), Alcatel-Lucent and Cisco. (Nokia used to be in that list.)
A lot of European-based Huawei customers are not shy admitting that they favor Huawei gear because it is more "stable" and has more feature than anyone else.
All of them agree that Huawei's prices are nowhere near anyone.
For obvious reasons, Alcatel-Lucent and Cisco will reap a lot when Huawei will be removed from any future installation.
This may hit Huawei's bottom line, however, Ren Zhengfei, has told the BBC that "there's no way the U.S. can crush us. If the lights go out in the West, the East will still shine. And if the North goes dark, there is still the South" and "The world cannot leave us because we are more advanced. Even if they persuade more countries not to use us temporarily, we can always scale things down a bit.".
In short, Huawei will still be able to "influence" areas where the dominant players aren't able to compete in prices.
Unlike Cisco &/or Alcatel-Lucent, Huawei CEO doesn't answer to the board of directors. If profits drop, then Huawei can easily "downsize" (and farm off their staff somewhere).
Going forward, as competition in the 4G/5G market heats up, subscriber cost will come down. This means that profits will be cut down to the bone. Customers may (be forced to) use "endorsed" manufacturer now. But the question is "for how long"? 4G/5G equipment prices aren't going to come down any time soon. And customers are always looking for the hype.
There is no question about security implications, however, I wonder if this entire fiasco isn't just a way for western-based-company-but-made-in-China isn't just trying to keep their profits to themselves.