After more US sanctions have all-but-crippled the future of Huawei’s global networks business — and its efforts to become the dominant 5G provider — dollar signs are already materializing for its rivals.
At the crux of Huawei’s withdrawal is an annual $27 billion opportunity for its competitors — including Nokia, Ericsson and Samsung — to become the go-to providers of 5G and other telecommunication services to domestic carriers, says Ryan Koontz, an analyst at Rosenblatt Securities. “It’s a massive economic transition,” says Koontz. “It’s relatively urgent for these carriers to make the change.”
The multi-billion dollar market opportunity, which hinges on Huawei’s sales figures for the year ended September, will not evaporate overnight, Koontz says, but will likely be absorbed over the next three to four years.
Huawei’s own operating system, Harmony OS, is almost upon us and it is now clear which phones will run it.
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Huawei is about to unveil its latest flagship phones, the Mate 40 Series. The four phones in the series will, like the most recent handsets from the company, launch with open-source Android but without Google Mobile Services such as Gmail, Google Play Store and Google Maps, because of the ongoing issues between the company and the U.S. Government.
These issues prevent American companies, such as Google, from having
Nokia is set to become a major beneficiary of Huawei being blocked from the UK’s 5G networks.
The Finnish telecoms firm has struck a deal to become the largest equipment provider to BT.
Nokia will now provide additional base stations and antennas to let EE customers’ devices make calls and transmit data via the UK firm’s 5G “radio access network”.
The deal will also see Nokia replace Huawei in BT’s 2G and 4G networks.
EE’s network already uses Nokia to provide its 3G service.
The UK government announced in July that all the UK’s mobile providers were being banned from buying new Huawei 5G equipment after 31 December, and must also remove all the Chinese firm’s 5G kit from their networks by 2027.
The decision, which was taken on national security grounds, effectively ended a strong relationship between BT and Huawei that dated back to 2005.
It’s difficult to recommend that anyone in the West go buy a Huawei phone right now, since the Chinese tech giant is forbidden from shipping Google apps and services on its products. Their technical chops, however, should be in no doubt. I reviewed the flagship P40 Pro phone earlier this year and came away very impressed with the screen, camera, performance, and battery life — basically everything but the software, which is largely out of Huawei’s hands.
More recently, I’ve been testing the P40 Pro Plus, the higher-end version of the P40 Pro. Buying recommendations aside, it’s worth taking a look at because of its truly unique camera. Telephoto lenses are getting more commonplace on phones, but there aren’t any others that can match up to this one.
The P40 Pro Plus is essentially indistinguishable from the non-Plus Pro when you look at it head-on. Both have an identical footprint