Thread by @wmhuo168

The West keeps talking about 6G like it's a natural upgrade. It’s not. It’s not coming. Not in the way Washington, Brussels, or Tokyo still pretend. Time to break the news. 🧵

(1/14)

6G is forking, with consequences for Ericsson, Huawei and Nokia share.google/CpzbPY9Waefhzq…

The dream of a unified global 6G is dead. What’s emerging instead are parallel stacks. One Chinese. One Western. Only one is actually being built. (2/14)

Huawei doesn’t need your approval. It’s already building 6G. Hardware-first. State-backed. Vertically integrated from chipset to satellite. The labs are funded. The stack is shipping. (3/14)

Ericsson and Nokia? They’re waving the white flag. No more proprietary silicon. Just “software-upgradable” radio. Run it on generic GPUs and call it innovation. (4/14)

The West’s answer is OpenRAN. Modular. Flexible. Cloud-native. Translation: we can’t make end-to-end gear anymore, so we’re redefining the win condition. (5/14)

But OpenRAN is not a strategy. It’s a coping mechanism. It fragments the stack, increases latency, and adds complexity. What it doesn't do is beat Huawei. (6/14)

Huawei’s 6G vision is brutal and complete. Integrated sensing. Near-zero latency. AI-native coordination. Satellite-ground fusion. All built in-house. (7/14)

The West’s vision? Committee meetings. PowerPoint decks. A prayer that AWS or Nvidia will pick up the slack. (8/14)

Let’s be clear. 6G is not just faster internet. It’s command and control for drones, autonomous vehicles, smart cities, battlefield networks, and currency rails. (9/14)

If you don’t control the 6G stack, you don’t control your future. You lease it. You patch it. You ask permission. (10/14)

China made its decision. It fused state power with industrial R&D. Huawei is the product of that fusion. The West still thinks the market will save it. (11/14)

The result? The Global South is quietly aligning with China’s standard. Huawei’s 6G will dominate most of Earth’s surface, population, and infrastructure. (12/14)

Without industrial policy, the West will be locked out of the next telecom era. It won’t be a player. It’ll be a client. (13/14)

If the West wants to stay in the game, it needs to stop pretending. 6G isn’t coming. Not unless someone fights for it. (14/14)