According to the US Federal Communications Commission (FCC), small telecommunications operators, mainly operating in rural areas, will need $ 1.8 billion to abandon Huawei equipment.
Washington announced earlier that the equipment of Huawei and many other Chinese companies pose a threat to US national security.This means that companies that are already using the equipment must be completely replaced, otherwise they will not be able to use national funds to buy equipment and carry out business.
Large American operators, such as Verizon and CenturyLink, are also using Chinese manufacturers.But Verizon denied the existence of Chinese equipment in the company's network infrastructure and pointed out that it only uses Huawei's VoiceLink.CenturyLink said that the remaining Huawei devices will not be used directly for traffic routes, so they are not subject to restrictions on US authorities.
In addition to the four major mobile operators (Verizon, AT & T, T-Mobile and Sprint), there are hundreds of small operators operating in rural areas.According to FCC statistics, about 50 small telecommunications companies equipped with Huawei or ZTE equipment in infrastructure.
The Rural Wireless Operator Association (RWA) lists small companies with less than 100,000 customers.The small number of subscribers in these companies, coupled with the difficult conditions for infrastructure construction in rural areas, make these companies extremely sensitive to costs.
mdash; mdash; This is why they choose the equipment of Chinese manufacturers to strive to reduce costs to the greatest extent.
Because the important social mission of these companies is to provide network connections and broadband Internet access to 50 million rural residents of the United States, they have the right to obtain government support: they can use $ 8.3 billion in special funds to purchase equipment.However, after the Chinese company's products have been determined by the US authorities as threatening national security, these companies can no longer rely on national support, unless they demolish Chinese equipment.
There is no choice for them.On the one hand, they cannot violate the requirements of the US authorities; on the other hand, this will cause expensive costs, and the US authorities cannot compensate for it.
Zhou Rong, a senior researcher at the Chongyang Financial Research Institute of Renmin University of China, commented:
At present, about 50 telecommunications companies in the United States use ZTE's equipment or services, most of which are small companies.If they want to remove these devices, they will cost about 1.87 billion US dollars.Although the US Congress said it will reimburse this cost, whether the US government can reimburse in time and whether the cost of reimbursement is enough, it is a problem.Therefore, this incident will also cause the contradiction between the US telecommunications operator and the US government, especially in rural operators, and they may react stronger response. There is no doubt that compared with the impact on China, the United States itself has more impact.And whether the U.S. government can completely force Huawei still needs to observe the situation of the presidential election in the United States.Because the United States' policies on sanctions in Huawei are to serve the needs of the election. If the interests of American operators, SMEs, and voters are finally damaged, then Trump may consider which one is more cost -effective.The US government announced the reorganization cost of telecommunications infrastructure for rural telecommunications operators.But as FCC pointed out, so far only the US Congress has only approved the possibility of compensation.
Congress has not yet approved the specific amount assigned for this.FCC estimates that the possible compensation amount may reach 1.62 billion US dollars.But even in this optimistic situation, telecommunications operators must pay $ 200 million from their own funds. In view of their small business scale, this may be very sensitive.The current US sanctions are actually prohibiting all global manufacturers from supplying Huawei chips, which also constitutes a problem for Chinese companies.But in general, this is unlikely to affect the development of the fifth -generation communication between China and other countries.Because other Chinese companies can provide telecommunications equipment.
Will sanctions affect the cooperation between Huawei and other telecommunications operators in the world?
Expert Zhou Rong believes that Huawei will soon adapt to new conditions, and sometimes the speed of development even walks in front of US sanctions.
Expert Zhou Rong went on to say: I think the east is not bright to the west.Recently, Huawei has a breakthrough result with a cooperation with a Dutch company headquarters in Amsterdam. The company's main business is a map, navigation and GPS devices, and Tomtom Go Navigation has also been put on the shelves in Huawei Appgallery, especially for Huawei mobile phones with HMS as the core of service. As we all know, due to the US sanctions, Huawei's new smartphone products have not been authorized by Google GMS services.The HMS mobile service launched by Huawei is to replace Google GMS in the non -Chinese market. Huawei's ambitions let us see that the speed of US sanctions is far less than the speed of Huawei's innovation, less than the speed of Huawei's adjustment strategy, and the speed of Huawei's development of new markets.We believe that Huawei has the ability to respond to US sanctions through independent innovation.Due to the sanctions from the United States, Huawei's income from telecommunications equipment or smartphone sales may be reduced.
But Huawei is looking for the opportunity to reorganize its own business.
Recently, it has been reported that Huawei is turning to the cloud business MDASH; mdash; providing computing power for cloud services.The CPU used in this technology is not subject to US sanctions.As the main supplier of Huawei Cloud Business CPU, Intel has previously obtained a permission from the US Department of Commerce.
The United States wants to build the fifth -generation network in accordance with its own special way.This will eventually cause American companies and even consumers to suffer.Although most countries/regions have begun to launch 5G networks below 6GHz, the US government is currently publishing ultra -high frequencies for this.
This frequency can indeed provide possible maximum data rates, but the signal transmitted within this range is very unstable: concrete walls and even glass may become an obstacle that cannot be overcome.Therefore, to develop 5G under ultra -high frequency, a large number of launch machines will be installed, and the launch machine itself is very expensive.The abandonment of the equipment between Huawei and other Chinese companies has also increased greater costs to American projects.
