The U.S. attack has boomeranged. It’s led people to think Huawei is more and more ahead in 5G. Six months ago, an analyst I respect, Caroline Gabriel, speculated that Ericsson was slightly ahead. I replied maybe, but there’s not enough data. Howard Watson of BT put Huawei ahead in November, which influenced many of us.
Suddenly, pundits and the press, most of whom ignored Huawei on the past, are saying that Huawei is “12-24 months ahead” and things like that. (It probably is, but others are very close.) Most know nothing on the subject.
Huawei’s reputation around the world is much higher since the U.S. named it number one.