Closely watching Europe for this question. As stated in another forecast: "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."
One update (from LightReading):
"Yet Deutsche Telekom has never been very eager to replace Huawei. This raises the possibility that open RAN, as first envisaged, was just a back-up plan in the event of government restrictions."
If open RAN is optional for Huawei's success in enough European markets, then there is no pressure on Huawei to announced O-RAN partnerships.
Closely watching Europe for this question. As stated in another forecast: "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."
One update (from LightReading):
"Yet Deutsche Telekom has never been very eager to replace Huawei. This raises the possibility that open RAN, as first envisaged, was just a back-up plan in the event of government restrictions."
If open RAN is optional for Huawei's success in enough European markets, then there is no pressure on Huawei to announced O-RAN partnerships.