Ren Zhangwei tells the Economist and the NY Times he is prepared to give the US essentially everything the President has asked, including the crown jewels: the complete design and source code of Huawei’s 5G system. Ren
would license the entire Huawei 5G platform to any American company that wants to manufacture it and install it and operate it, completely independent of Huawei.
This actually would be a brilliant move if the US buys in. (Unlikely.) Huawei has no chance to make significant sales in the US, as the Democrats and Republicans compete on who will “be tougher” on China. A 10-25% royalty – which is cheap for the complete system design – would bring Huawei $billions more than it would otherwise earn in the US.
Any deal would be a boost to US manufacturing, speed 5G deployment, and provide a good answer to any security issues. It remains unlikely for US political reasons.(more…)