Forbesin artikkelin mukaan Huawein kilpailijoille valuu 27 miljardin taalan osuus verkkomarkkinoista jenkkien sanktioiden takia seuraavien 3-5 vuoden aikana.
Suurimpina hyötyjinä Nokia, Ericsson ja Samsung:
“At the crux of Huawei’s withdrawal is an annual $27 billion opportunity for its competitors — including Nokia, Ericsson and Samsung — to become the go-to providers of 5G and other telecommunication services to domestic carriers, says Ryan Koontz, an analyst at Rosenblatt Securities. “It’s a massive economic transition,” says Koontz. “It’s relatively urgent for these carriers to make the change.””
Nokian BT diilin arvoa on arvuuteltu ja yhden analyytikon mukaan puhutaan noin 4,5 miljardin dollarin arvoisesta sopimuksesta. Ei jää paljoakaan menetetystä Verizon diilistä.
“And last week, Nokia signed a deal with BT, the United Kingdom’s largest telco, to phase out Huawei’s equipment there. While the value of the deal wasn’t disclosed, Earl Lum, founder of the research firm EJL Wireless Research, estimates it could be worth close to $4.5 billion.”
Nokian Belgiassa voitetut diilit ovat erityinen luottamuksen osoitus, koska maa on keskeinen paikka EU:lle ja NATO:lle.
" Nokia announced Friday that it had been chosen by Orange and Proximus to help build 5G networks in Belgium after the local carriers were pressured to drop the Chinese firm. The deal is of particular significance given Belgium’s role as the home of European Union’s executive and parliament, and NATO."
Huawein tarun loppu häämöttää:
“Industry observers widely saw those sanctions as the end of Huawei’s future as a leading 5G provider, as its networking equipment business — which includes Radio Access Networking and wireless and broadband communications — largely relies on semiconductors.”
Komponentteja on varastoitu miljardien arvosta, mutta ne riittävät vain kuukausiksi.
“In anticipation of the sanctions, Huawei is believed to have stockpiled billions of dollars worth of semiconductor chips, but analysts believe its inventory could run out within a year. “We are talking months not quarters until they are out of gas,” says Koontz.”