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Nokia and Ericsson win in China despite Huawei crisis, trade 5G successes

Nokia and Ericsson have been careful not to gloat over Huawei’s challenges in 5G networks, caused by the US-China trade and security wars (see lead article). They recognize that if operators have only three vendors to select, and some have to work out migration strategies from existing Huawei 5G-ready networks, this could result in slowdown and capex deferral, with bad effects for all vendors. They will also be concerned that China will retaliate by dictating, or at least encouraging, its own operators to buy from homegrown suppliers. So far, that does not seem to be a factor. The three Chinese MNOs (and new 5G licensee China Broadcast) have always shown some favor to their local suppliers, but have awarded significant…

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