The excellent @J_B_C16 and I teamed up (again!) to analyze what #China's rise in #semiconductors means for #EU. It's not 60 pages and 300 references like the last one (sorry).
In today's paper we distilled several #policy recommendations for the #EU in great expectation of the upcoming #EUChipsAct, future conversations at the EU-US Trade and Technology Council (#TTC) and in light of EU's #IndoPacific strategy.
The BT Group estimated in their latest financial statement that the UK's 5G requirements will have "an impact of around £500 million over the next 5 years."
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...