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There is a relatively new #5G report from @OxfordEconomics analyzing economic impact (losses) of banning #Huawei in different countries: resources.oxfordeconomics.com/hubfs/Huawei_5…
Their math might be right but several of their assumptions are flawed and ill-informed. [THREAD]
Their math might be right but several of their assumptions are flawed and ill-informed. [THREAD]
Assumption: RAN Market shares will remain the same over the next 10 YEARS. If Huawei is restricted, operators have to choose between Nokia or Ericsson since smaller vendors don't have "the same global reach or breadth of products and services [...] to successfully compete". p14
Why this is flawed: #5G is all about #virtualization virtualization, software defined radio (#SDR) networks. This creates a HUGE opportunity for new players to enter the market and the report completely ignores this development even though it's happening as we speak. Examples...
