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smartbettor | 7 years ago

There's very little competition because Huawei spent the 1990's and 2000's stealing IP and driving competitors out of the Wireless business. In the 3G competitions there were over a doze vendors of equipment, today there are 3 of any real size. With rest either dead, merged because they couldn't compete with the theft of their IP or just not stepping into game.

When Huawei got caught the Chinese government would "delay" certification in china of the companies suing them for infringement. This would ultimately end with an "understanding" that "no infringement" took place and that it was a misunderstanding. Problem is that misunderstanding always included Huawei and always western telecom vendors. Cisco, Lucent, Alcatel, Seimens all sued Huawei at some point - and all settled. Nortel's old headquarters was so riddled with bugs that IP Thieves left in their network the Canadian Department of Defense when they took over the building ultimately delayed moving in because of what they found:

https://www.ctvnews.ca/canada/dnd-may-abandon-1b-move-to-for...

Huawei has spent the past half dozen years trying to clean up their brand by building consumer products, massive advertising sponsorships, free and paid for "next generation trials" and colocating research centres in the cities and countries where they drove the local competitors into the ground. They're now the only partner local research institutions can turn to for funding. They think they're like Cisco..

The Chinese governments IP transfer rules for international companies wishing to do local sales provide their industries a chance to Learn, coerce, steal and ultimately live within a protected market for these ill gotten gains. Is China buying Western competitors Mobile network infrastructure? Hells no. Why they're shocked that other governments are reacting in protectionist stance and ultimately questioning the interaction between the company and the government should become no surprise.

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notacoward|7 years ago

> They think they're like Cisco..

They think way more highly of themselves than that.