Is the US shooting itself in the foot by banning Huawei?

China's larger market is backed directly by the only metric that matters for companies --- their own sales.

Biggest Smartphone market in the world.





The US is now only third, after India pushed to the second.

Should note that China was (past tense) Apple's biggest market, until Huawei, Xiaomi, Oppo, and Vivo took that all away.

Biggest car market in the world.

China sells 24.7 million vehicles vs. the US with 17 million vehicles. That's not even close.



China accounts for 24.2% of all BMW sales. The US 14.4% and German 12%.



Alibaba Singles Day in 2018 accounts for $31 billion in one day. Amazon's Black Friday in 2018 accounts for $6.2 billion.

Klon said:

I'm not seeing a consensus that they're at least a year ahead of everyone else. The reality is that a number of countries will be introducing 5G over the coming years, including those that have banned Huawei. Where they're not banned, they don't dominate the market in a way that would suggest they're clearly the best or only option.



If you say so.

The ft.com article is paywalled; as for the other two, I have reasons to doubt their figures. For example, the claim that Didi's 25 million rides per day are roughly twice as many as the rest combined is belied by Uber's

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15 million trips per day. Adding the other apps, there's no way that Didi's number can be double their total.

I mantain the view that excluding Huawei will not hurt American business, as it won't delay 5G deployment. It's true that China has a larger domestic market (by user/consumer number, if not by value), but American Internet companies have a massive advantage in the rest of the world, where Chinese competitors are almost nonexistent, and a notable technological advantage.

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American internet companies --- especially Google and Facebook --- need Chinese hardware companies, like Huawei and other smartphone producers --- to penetrate markets that are cost sensitive, which is the rest of the world outside of developed countries.

A Chinese Android smartphone sold outside of China will have Google, Amazon, and Facebook on it. Its a win win situation for both. I am pretty sure Google does not like what is being done with Huawei. The penetration of low cost networks around the world thanks to Huawei is a big boom for Google, Amazon and Facebook whose limits to growth are internet penetration, and much of the Internet infrastructure outside of the Big 5 Eyes countries, plus some within, are by Chinese made hardware, not just by Chinese companies, but by American companies manufacturing in China. Talk about the likes that include Lenovo, to HP and Dell.

Saving ZTE's business after they were sanctioned has a lot to do with the pressure the American tech sector applied to the Trump administration.

I want to mention one thing, is that there is a middle ground for networks to access Huawei's 5G technologies while keeping Huawei out of critical networks to satisfy security concerns.

That is to allow Huawei on the peripheral of the network, such as base stations, which is where your 5G is anyway, and keep Huawei out of the core internet network, aka IP routers and backbone equipment, which has nothing to do with RF engineering and more on the CISCO side of things.

This case is ready to backfire on the US and Canada in a major way with all things forced to make public. It has all the right makings for a big public backlash, including an attractive highly sympathetic character in the center stage.

Insignius said:

At least the WSJ admits that it was all about suppressing a competitor.
And the comments are woke as well.

"when you can't compete, kidnap huawei boss's daughter, the american way."

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my god that is funny "when you can't compete, kidnap Huawei boss's daughter, the American way''. i'm watching this gong show and can't believe how low America can get. it's absolutely petty and shameless.

Of course, it has nothing to do with the abduction of Huawei CFO Meng Wanzhou.. Mr. Kovrig must have broken some Chinese domestic law when he was inside or outside of China.

Klon said:

The issue is that the premises are not true. Huawei isn't the only option for 5G, the competition won't be delayed, China doesn't have the biggest market or the most developed Internet ecosystem and so on.

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Huawei is not the only option for 5G. That is true.
BUT, China is the biggest telecom market and have the biggest internet user base. That is also true.

Klon said:

A BT representative said that at a Huawei event, so there was room for flattery or exaggeration.


The consensus among whom?

5G rollout is supposed to happen next year in the US.


I doubt any of the bullet point are true. Maybe you can provide sources.

Presently, American Internet companies are also dominant in most countries outside their home market.

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BT representative's word may be flattery and a bit exaggerative. BUT Huawei does have a strong lead ahead of Ericsson and Nokia, the other two major players. You can verify that with somebody who works in the two companies.

sleepy said:

Its been reported Meng case was done by the hawkish elements in US without letting Trump know. They try to force Trump not to go easy on China.

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Doesn't matter. China is dealing with a country not some individual. "Rouge element" is an excuse cover story that means nothing to China.

zealotaiur485 said:

She currently has two passports - 1 from China and 1 from Hong Kong:

"Meng holds two valid passports, one from Hong Kong and one from China. Her Hong Kong passport has already been seized by authorities, and the other is being prepared for surrender to the RCMP. "

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I don't see a problem with changing passports on a frequent basis as long as the printed identity is still the same. She's a high profile executive of a major global corporation after all so it was probably done for privacy and safety reasons.

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It is a common practice among business travellers, not only VIPs but ordinary engineers or salesmen. For one thing, an individual will have trouble to enter many Arabic countries if there is a Israeli visa or entry stamp on their passport, so many travellers got two passports.

The passport issue is just a distraction. Hongkong passport is still a Chinese passport, issuing more than one passport (even different identities) to an individual is the sole right of China, so long as the passports are legitimately issued by the right authority.

taxiya said:

Doesn't matter. China is dealing with a country not some individual. "Rouge element" is an excuse cover story that means nothing to China.

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It's always been good cop/bad cop with this administration and the media.