World telcos push for Huawei

GSMA lobbies for all the giant telcos. Nothing in this release about security mentions Huawei but everyone knows that’s the real subject. Telcos know that losing a supplier would raise prices. Huawei has earned respect through 15 years of hard work.

One comment is almost certainly a mistake. Cutting out Huawei would not, “delay 5G deployment by years across Europe.” Huawei is ahead of Ericsson and Nokia in many things, but not years ahead. Huawei does well when telcos compare it with the Europeans, but Ericsson, Nokia, and Samsumg are also very, very good.

If I headlined GSMA says Ericsson, Nokia years behind in 5G, Matts Granryd would get some very angry phone calls. That’s the implication of what they wrote, probably without thinking.

GSMA could makes strong points on this subject without stretching the truth.

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Emergency big telco meeting over Huawei at MWC

Knocking Huawei and ZTE out of the bidding could easily lead to increases of 10% to 30% in equipment spending. CITI analyst Amit Harchandani already hears “customers talk about the fact that any potential action against the Chinese could trigger price inflation within the industry.

GSMA Director General, Mats Granryd, will bring the issue to the Board during Mobile World Congress in three weeks. The GSMA Board includes the CEOs of Orange/France Telecom, Telefonica, Telstra, MTN, Axiata, Turkcell, NTT DOCOMO, MTS, and SK (Korea.) Verizon, AT&T, Deutsche Telekom, Vodafone, and the three giant Chinese are sending top executives.

British Telecom and Deutsche Telekom have both been actively trying to protect Huawei. DT has designed a special program of extensive testing for Huawei gear. It hopes that will satisfy the security people. Howard Watson of BT made a point of publicly stating Huawei was ahead on 5G. That led many to believe blocking Huawei would slow 5G deployment, as it has in Optus Australia.

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