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#Europe is the midst of its #5G decision, with all eyes currently set on Germany. But there is a second crucial theatre for 5G competition that regrettably gets very little attention: #SoutheastAsia. Thread:
Right at China’s doorstep #Huawei has a long history and market share dominance in the strategically important region. Of the ten @ASEAN countries only Singapore & Vietnam have so far opted for Huawei’s competitors. 1/7
For the less affluent #SEA states cost-benefit calculation is central & so far pretty clear: Huawei is cheap & offers leading technology. For them costs are less tangible: Some #SoutheastAsian states rely on #US security. But how will US react to UK decision? Will it at all? 2/7
Both US allies in the region, #Thailand & #Philippines have ignored US warnings and opted for #Huawei. While the Philippines are already rolling out #5G, Thailand is still in the test phase. 3/7
#Malaysia which fiercely pushed back against Chinese #BRI investments under PM #Mahathir, paradoxically sees little reason for concern. While #Mahathir called #China’s BRI a new form of colonialism, he stressed that Malaysia will use #Huawei as much as possible. 4/7
Most interesting response has come from #Vietnam, one SEA country embroiled in #SouthChinaSea dispute with #China. It has not only edged away from #Huawei, but also hopes to develop its own #5G technology. 5/7
Things are not yet set in #SoutheastAsia: Norwegian telecom provider #Telenor picked #Ericsson as main #5G supplier. Move could curb up competition in SEA as Telenor has significant market shares in Malaysia, Myanmar and Thailand. 6/7
Moreover, #Huawei competitors can still catch up, as technology is expected to spread slowly in the region, where rural users are still waiting for #4G let alone #5G roll out. 7/7
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