Adjusting upward slightly for a "yes" outcome but inclined still toward "no". There are still no official statements from Huawei indicating a shift within the company on Open RAN, but they are having trouble with existing clients in Europe, which I'm speculating could at the very least get Huawei leadership to take another gander. Europe (with the caveat that it is unhelpfully lumped into the EMEA category in their annual report, and does not include disaggregated revenue based on category for the region) accounts for 21% of Huawei's global revenue, essentially their largest geography outside of China.
In Spain, they are set to lose Orange Spain as a client: "In March, Orange Spain completed a merger with local rival Másmóvil, and MasOrange, the resulting entity, does not appear to share Orange's former enthusiasm for Chinese vendors. Over the next few years, it plans to evict ZTE from the Basque region and cut back on Huawei in other parts of Spain, according to press reports originating with Expansion newspaper."
In Germany, "Germany's government will allow Huawei permanent residency in the radio access network (RAN) – provided someone else stumps up the network management software." The linked article below notes that this is essentially a step toward Open RAN, but also notes this may not be the path Huawei wants to take.
2027 is still a ways away, enough time for Huawei to pivot if they feel holding onto Europe is worth the investment into Open RAN-compatible solutions.
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Why might you be wrong?
Huawei can also decide that Europe is simply not worth it.
Why do you think you're right?
Adjusting upward slightly for a "yes" outcome but inclined still toward "no". There are still no official statements from Huawei indicating a shift within the company on Open RAN, but they are having trouble with existing clients in Europe, which I'm speculating could at the very least get Huawei leadership to take another gander. Europe (with the caveat that it is unhelpfully lumped into the EMEA category in their annual report, and does not include disaggregated revenue based on category for the region) accounts for 21% of Huawei's global revenue, essentially their largest geography outside of China.
In Spain, they are set to lose Orange Spain as a client: "In March, Orange Spain completed a merger with local rival Másmóvil, and MasOrange, the resulting entity, does not appear to share Orange's former enthusiasm for Chinese vendors. Over the next few years, it plans to evict ZTE from the Basque region and cut back on Huawei in other parts of Spain, according to press reports originating with Expansion newspaper."
Sources: LightReading; Expansion
In Germany, "Germany's government will allow Huawei permanent residency in the radio access network (RAN) – provided someone else stumps up the network management software." The linked article below notes that this is essentially a step toward Open RAN, but also notes this may not be the path Huawei wants to take.
Source: LightReading
2027 is still a ways away, enough time for Huawei to pivot if they feel holding onto Europe is worth the investment into Open RAN-compatible solutions.
Why might you be wrong?
Huawei can also decide that Europe is simply not worth it.