Britain / Canada is a good idea for NEC and others from the acceptance

Since May 2020, when the United States announced the strengthening of regulations on Chinese telecommunications equipment giant Huawei (Huango Technology), headwinds for the company have been increasing in the world.This is because the voices of exclusion have been increasing in Britain, which has accepted Huawei.In the telecommunications equipment market, competition aimed at replacing Huawei has become intense.At his feet, Sweden's major telecommunications equipment giant Ericsson (Ericson) gets the benefit of the fisherman, but it may be a good opportunity to enter NECs.

The UK, who has shown the Policy for Huawei, is shaking.The British Cyber Security Center (NCSC) announced in mid -May 2005 to re -evaluate the safety of Huawei products.In January 2005, the UK has stated that it will accept the adoption of the 5G (5th generation mobile communication system) network for the UK in January 2007, only to adopt a maximum of 35 %, including base stations, except for core networks.I was."The British government is also considering the possibility of completely eliminating Huawei from 5G by 23 years," said the English local media.In the UK, voices of Huawei have turned around and to eliminate.

In Canada and Germany, the movement to replace Huawei has become noticeable.Telus Corporation and BCE, a major Canadian major telecommunications carrier, announced in June 2010 that it would not use Huawei products on 5G base stations for the time being.The two companies use Huawei products for 4G networks.The terrace adopts Ericsson and Nokia products for 5G.BCE plans to adopt Elixon.The Canadian government has not clearly stated a clear policy of adopting Huawei products.

Telefonica Germany, a major German telecommunications business operator, also announced in June 2005 that it would adopt Elixon equipment for the 5G core network (5GC).The company has adopted Huawei products in existing core network facilities.

The intensity of headwinds to Huawei triggers additional US sanctions.

In May 2005, the US Ministry of Commerce published a policy of strengthening regulations that named Huawei.The "missing holes" of the de facto inactive measures to the company that were activated in May 19, so that even semiconductors manufactured outside the United States are not exported by using US -made manufacturing equipment.Until now, if the US -derived technology and software were less than 25 %, the regulations were not eligible.

The aim of the United States is to cut off the transaction with the Taiwanese -deductible contractor (TSMC), the largest semiconductor contract production in Taiwan, which Huawei rely on semiconductor manufacturing.If TSMC uses a semiconductor manufacturing device made in the United States, the regulations will not be able to trade with Huawei.Although Huawei is focusing on the inner production of semiconductors, it relies on the production of Foundry (semiconductor production entrustment), such as TSMC.If the transaction with TSMC is suspended, Huawei may affect the production of 5G base stations, etc., and the addition of this additional sanctions is large.

Huawei has maintained its strength in the mobile infrastructure market, despite the 19th year of US pressure.According to the English research company OMDIA (OMDIA, former IHS Mark It), Huawei was 30.8 % with sales share of mobile infrastructure, including base stations in 19 years.While Ericsson, second place, 2.2 points, Nokia in third place lost two points, Huawei has only reduced 0.1 points.

As of 2019, it was Australia, Japan, Taiwan, and Vietnam that virtually moved to the US Huawei elimination.The reason why many countries in the world did not work to eliminate Huawei are that the initial 5G specification is called NSA (non -tandalon), and it does not work alone, and the cooperation with the 4G network is essential.。Because it is difficult to operate unless 4G and 5G are the same vendor equipment, it was actually difficult to eliminate Huawei, which boasts a high share of 4G networks.

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