Glenn, excellent write-up but you omit "national security" in your analysis. Was the Chinese government aware Cisco and Qualcomm equipment have in built "backdoors" for US surveillance. If not, Edward Snowden exposing the USA's secret PRISM program must have forced everyone to take notice. The creation and promotion of Huawei and ZTE is primarily a need for domestic national security. Going forward, shouldn't all analysis take geo-politics into account?
5G race is OVER, and Huawei WON.
HUAWEI is now driving the lead on 6G.
Glenn, excellent write-up but you omit "national security" in your analysis. Was the Chinese government aware Cisco and Qualcomm equipment have in built "backdoors" for US surveillance. If not, Edward Snowden exposing the USA's secret PRISM program must have forced everyone to take notice. The creation and promotion of Huawei and ZTE is primarily a need for domestic national security. Going forward, shouldn't all analysis take geo-politics into account?