Yet another big win for @Huawei in Russia. The government working group on digital economy (includes regulators & telecom companies) has blocked a proposal to use only 🇷🇺-made hardware in rollout of national 5G network, according to @kommersant. 1/ kommersant.ru/doc/4380525?fr…
2/ The requirement to use Russian-made equipment for 5G was pushed by Ministry of digital development and telecommunication (@minsvyaz_news), but has met strong resistance from the companies, as local hardware will not be produced before 2024 and thus will delay 5G rollout
3/ It looks like the 🇷🇺 government is doubling down on plans for swift rollout of 5G, as a direct result of growing demand for speed&network capacity driven by COVID & work-from-home. Another factor is tech-obsessed Mikhail Mishustin as new PM of @GovernmentRF.
4/ Russia will have to rely on foreign vendors, particularly those who will be ready to localize and offer a financial package since the state is in belt-tightening mode. Which of the 3 big foreign vendors in 🇷🇺 (@Huawei, @ericsson, @nokia) fits this description better? 🤔
5/ Of course, the telecom companies will try to hedge their bets as much as they can, and buy from different vendors. However, for a number of reasons @Huawei's position looks stronger, as I've argued previously 👇
6/ A case study on @Huawei's strategy and toolkit in Russia (authored by your humble narrator) is coming out soon as part of @CarnegieEndow's flagship #PaxSinica research project. More details here 👇carnegie.ru/specialproject…
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