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Zhu’s implication here is that a simple reassignment of functionality in the 5G portfolio could lead to the future Ghosh outlined: One where a fixed fiber connection wouldn’t be necessary for a transmitter and base station to go live.
But Zhu was also saying something deeper and much more critical to Huawei’s future as a global competitor. Huawei has a deep stake in the intellectual property of 5G. Indeed, it is an original creator of many of its technologies and, along with China Mobile, co-created the C-RAN base station scheme that inspired 5G in the first place.
Huawei’s deputy chairwoman remains under house arrest in Vancouver on a US warrant alleging her firm did business with Iran in violation of sanctions against that country. And just Wednesday, the UK government said it would limit Huawei’s participation in its own 5G rollout to “non-core” elements of the network — without really explaining what parts those are. By one interpretation, since Huawei is measurably responsible for core 5G technologies, it may only be able to participate in technologies in which it has no direct stake.
That ship may have sailed
The UK’s decision is not quite in defiance of Germany, which earlier this month was given the green light to participate in its 5G rollout. This after a warning from the US weeks earlier that it could suspend its partnership in German intelligence partnerships, ended up being walked back.
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