In April 2019, Lao Mei released a survey report titled "5G Ecosystem: Risks and Opportunities for the United States" and concluded that "whoever controls 5G will control the future". Then they exhausted their connections, either coercion or inducement, and frantically suppressed the "non-self race" in the field. Thanks to their unremitting efforts, the leader Huawei missed many bidding opportunities. Not only that, the British also took the lead in charging, gathering partners and dismantling Huawei's communication equipment. Now that almost two years have passed, how have they made progress?
Huawei
Dismantling Huawei equipment violates the fundamental interests of British Telecom
According to the C114 communication network, the British official recently issued a notice to "extend the deadline for dismantling all Huawei equipment until July 2027". The reason is that the epidemic is in the head, in order to sympathize with the suppliers, so give them a little more time. From the perspective of the "demolition gang", it is obviously unruly for the United Kingdom to do so. The original demolition period was originally determined in light of its own situation, so how can it be easily adjusted back? What's more, the expansion of demolition gangs is slow, and the United Kingdom takes the lead in "touching the fish", how to attract more countries to join?
BT
Curiously, the Old America and France, who are in the same camp, have been silent for a long time and seem to acquiesce to Britain's move. The answer is very simple, Huawei is stronger than they imagined, when they first shout slogans, they can be hot-headed, really move their hands, and know that there is a difficult scripture in the family. When British operator BT tried to dismantle Huawei equipment, it found that 12,000 of the existing 18,000 base stations of domestic telecom companies were related to Huawei. It would take 10 years and $700 million (about 4.422 billion yuan) to replace them all.
5G
This is just a base station, Huawei has been deployed in the UK for nearly 20 years, if the UK wants to dismantle all the Huawei equipment on the mainland, the cost will be as high as 2 billion US dollars (about 12.634 billion yuan). Worse, it would delay the UK's 5G deployment by three years. The fundamental purpose of resisting Huawei is to slow down the development rate of Huawei and thus close the gap. To go back three years now is to violate fundamental interests. Therefore, in January 2022, the British side decisively released the wind of "dismantling Huawei equipment, not my wish", so there was this postponement notice.
SFR
France: Huawei equipment in rural areas cannot be dismantled, and Huawei equipment in cities does not want to be dismantled
Coincidentally, France, which followed the Uk at the end of 2020, also encountered trouble. At the beginning of construction, in March 2021, they limited the scope and did not dismantle the equipment in remote areas (the reason is not mentioned). In October 2021, France Telecom, the largest telecom operator in France, stated that the use of Huawei equipment is more in line with the interests of the enterprise and will continue to use it. At the same time, another operator, SFR, also began to sway left and right, with executive Terry Drahi bluntly saying: "Huawei equipment is not the cheapest, but it is the best."
Verizon
Lao Mei: Huawei equipment in rural areas cannot be dismantled, and 5G in the city cannot be relied upon
According to the general law, Britain and France touch the fish, and the old beauty of the same camp is bound to be mad. But this time was different, he kicked the iron plate. On the one hand, the national treasury is more tense than imagined, in addition to high military expenditures, the sudden epidemic is also constantly compressing the upper limit of the old United States' printing money. Therefore, the agreed $1.8 billion subsidy has not arrived. On the other hand, the 5G construction of Laomei has accumulated a lot of weight, and if it is distracted to forcibly dismantle Huawei equipment at this time, it will seriously warn of slowing down the progress of local 5G construction. He faced both the difficulties faced by France and England.
Ren
The high cost of demolition has been explained, and it will not be repeated, mainly referring to remote areas and technological gaps. The United States is actually a large rural area, and the population density is generally low except for the bustling cities. It is difficult for operators to recover costs, not to mention, it is still difficult to maintain. Ren Zhengfei said that "Huawei, as a 'microwave brother' and a '5G brother', has successfully combined 5G and microwave, as long as a small base station is installed, it can achieve coverage", which is why France took the lead in excluding remote areas. The city's 5G is even more embarrassing, because the spectrum is occupied, and AMERICAN operators are forced to bet on millimeter wave, or wait and see. The resulting force did not go to one place, and the technology could not keep up.
Eric Schmidt
Former Google CEO Eric Schmidt even published an article titled "China's 5G Technology Surpasses the United States", complaining that the average 5G speed in New York and Los Angeles is only 75Mbs, not even a quarter of China's major cities. Obviously, their best bet is to put aside their pride and ride Huawei's free ride. As for 6G, it is enough. According to the British postponement of the dismantling of Huawei equipment, the United States and France have no reaction, and their hearts should be muttering. The author believes that the day when Huawei breaks the 5G dilemma will come ahead of schedule as China's 5G construction progress improves. (Li Shuangxi)