Ren: Huawei can build 1.5M 5G radios in 2020

Radios could be a US$20+ billion product for Huawei in 2020 if orders come in. Very high sales are likely. China, Huawei’s primary market, plans 600,000-800,000 5G upgrades in 2020, some of which will involve multiple radios.

Huawei’s replacement of US parts is effective. Many designs require FPGA programmable chips, one of the few products where the US is still dominant. Ren implies that Huawei no longer requires FPGA’s. The only other important US-dominated product is radio frequency chips, where Huawei also is making progress.

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