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These paragraphs in the Digitimes article make me feel that Benson Wu, the Digitimes analyst quoted, doesn’t seem to know much about the mobile / cellular infrastructure market: Huawei’s main competitors in that space are Nokia and Ericsson — neither of them is American. [Nokia and Ericsson pretty much dominated that space from the late 1990’s through the 2000’s; Motorola’s cellular infrastructure business, Lucent and Nortel weren’t doing well in the 2000’s and were gone soon afterwards.] So banning Huawei wouldn’t benefit US companies at all, and an economic or protectionist motivation behind the Huawei ban is therefore out of the question.
During the 2G and 3G eras, Huawei was just a small player — was Huawei in 2G? — with at most a tiny installed base in the US and Beijing at least “appeared” to be more friendly so it’s not surprising that US regulators didn’t pay much attention to Huawei back then.
digitimes.com/news/a20240315
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Joel Atkinson
@Joel_P_Atkinson
This article is so bad it makes think digitimes is a Beijing-controlled influence op:
Digitimes analyst Benson Wu "said that the China-US telecommunications standoff should not be a tech-cold war. In the Cold War there were competing different ideological standards, he added.…
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