[walterbell]

https://ecipe.org/wp-content/uploads/2024/02/ECI_24_PolicyBr...

> It is tempting to assume that Huawei’s survival is solely attributable to massive state subsidies. However, the reality is more nuanced with fiscal policy complemented by research, development, and diversification, as well as the indecisive application of US sanctions.. US export controls affected the device business – which is an unprofitable side business – rather than its core business in carrier equipment..

With limited access to Taiwanese and Korean foundries, Huawei has retained the same baseband card for nearly four years – a design built around Balong 5000 chipset, a 7 nm [2019] ASIC.. Huawei is packing more chips onto each card to keep pace on mMIMOs. Its power performance is suffering, but Huawei offset these gaps by adjusting its prices to compensate for the higher electricity bills for its customers, thereby keeping [TCO] constant..

The shift in US strategy – from promoting “trusted vendors” to trying to spawn a US alternative – only resulted in eroded profitability.. or market shares swapping hands among Western vendors.. in December 2023, AT&T took the decision to replace its brand-new Nokia 5G equipment with an O-RAN-compliant network delivered by Ericsson.