Welcome to European Tribune. It's gone a bit quiet around here these days, but it's still going.
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First gen of 5G Radio Access Network (RAN) is Non-Stand-Alone: it connects to a legacy 4G Core Network. If the Core is Huawei based, you'll need to replace it too. Oh, and also the existing Huawei 4G RAN. Feasible, but will cost a bundle and take quite a bit of time. So, teah, a major headache for telcos.
by Bernard on Tue Jul 14th, 2020 at 07:15:44 PM EST
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Major headache for users, too.
by asdf on Tue Jul 14th, 2020 at 11:21:21 PM EST
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Not too much: if I understand correctly, there is a delay up to 2027 to "rip and replace"; over seven years, a good proportion of the network equipment would be retrofitted anyway. This is going to cost more for the UK telcos (BT, Vodafone and Telefonica), considering that "cheap" Huawei will have to be replaced by a more expensive Nordic (Nokia or Ericsson), but it will be spread out over 7 years.

This won't prevent the telcos from crying foul and demand generous government subsidies; surely, you didn't think they would reduce the shareholders dividends or the bonus packages of their execs, now did you?

Situation in France and Germany, the two other big telecom markets, is a bit different: Germany is not keen on ditching Huawei and the Merkel government is looking at "re-energizing" trade with China. As for France, 5G deployment is not started yet and equipment choice will be subject to "authorization" on a case by case basis, probably relegating Huawei to the fringes of the network.

by Bernard on Wed Jul 15th, 2020 at 06:27:44 PM EST
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I suppose it depends on how much of a war this turns into. It is really the US vs China, with the UK stuck in the middle. Current US policy is to poke and prod and badger and provoke China in any way possible, and it seems likely that at some point China will make a meaningful response.

For example, what happens if all of the Huawei broadband and cell infrastructure suddenly goes dark?

by asdf on Wed Jul 15th, 2020 at 08:03:59 PM EST
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Well, I guess that would prove the point that Huawei was a threat.
by Andhakari on Fri Jul 17th, 2020 at 06:00:37 AM EST
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What if all the Nokia infrastructure goes dark? Those Finns.
by asdf on Sat Jul 18th, 2020 at 03:20:57 AM EST
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MSFT
2013-2015: Microsoft writes off $7.6B
"When the layoffs wrap up, Microsoft will have retained just one out of every five former Nokia employees it inherited, Dawson calculated."
2019: Microsoft, Nokia Link SD-WAN, IoT, 5G Into Azure
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2020: So don't be surprised if the price of Nokia stock rises more than 120% to $10 per share.

Diversity is the key to economic and political evolution.
by Cat on Sun Jul 19th, 2020 at 12:22:55 AM EST
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by Oui on Sat Jul 18th, 2020 at 06:08:03 AM EST
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