[RIMR]

I don't know the exact numbers, but I imagining it is substantial in the short-term.

Also, this motivates China to produce more components domestically, which will permanently sway Chinese companies away from US suppliers, so in the long-term, this could do tens of billions of dollars in damage to the US.

[newnewpdro]

Perhaps the assumption is that ZTE's competitors sourcing similar US components will make up the difference in increased sales when ZTE's business falters.