The long term impact of this Huawei dispute will be China building out a complete vertical communications/computing stack from low level chips to operating system to phone design. They won't get any market share in the U.S. but they'll dominate China (obv), India, Africa, and have some decent minority share in Europe.
The ban is great for U.S. companies in the short term that are behind on 5G, but this will harm U.S. tech industry interests in the long term once China has that vertical stack up and running.
I wish the U.S. government had used their power to push for some form of a mandatory and transparent security audit to ensure data privacy.
The ban is great for U.S. companies in the short term that are behind on 5G, but this will harm U.S. tech industry interests in the long term once China has that vertical stack up and running.
I wish the U.S. government had used their power to push for some form of a mandatory and transparent security audit to ensure data privacy.