5G Technology World

  • 5G Technology and Engineering
  • FAQs
  • Apps
  • Devices
  • IoT
  • RF
  • Radar
  • Wireless Design
  • Learn
    • 5G Videos
    • Ebooks
    • EE Training Days
    • FAQs
    • Learning Center
    • Tech Toolboxes
    • Webinars/Digital Events
  • Handbooks
    • 2024
    • 2023
    • 2022
    • 2021
  • Resources
    • Design Guide Library
    • EE World Digital Issues
    • Engineering Diversity & Inclusion
    • Engineering Training Days
    • LEAP Awards
  • Advertise
  • Subscribe

US Export Ban on Huawei Could Slow China’s 5G Push: Analyst

By Bevin Fletcher | May 16, 2019

China’s aggressive 5G push is likely to slow as the country’s telcos wait for Huawei after an executive order issued by the Trump Administration Wednesday effectively imposed a U.S. export ban on the Chinese tech giant, according to Jeffries analysts.

“Assuming the US export ban on Huawei remains unresolved for the next 12-24 months, we highly doubt if China would stick to its timetable of building 5G aggressively,” wrote Edison Lee, equity analyst for Jeffries Hong Kong, in a Thursday note to investors.

Huawei and affiliates would be required to obtain U.S. government approval to buy American tech components, something unlikely to happen and therefore “a big” setback to Huawei’s supply chain in both the U.S. and China, according to the analysts at the Wall Street firm.

Lee indicated the most important components from U.S. companies to Huawei are baseband chipsets for handsets form Qualcomm and Intel, semi-conductor for base stations, RF/power amplifier chipsets from Skyworks, Quorvo, Avago, and Macom, and optical components from Lumentum/Finisar.

When it comes to China’s 5G buildout, the analysts noted that Huawei has roughly 45 to 50 percent of the country’s telecom equipment market, and Chinese operators have also been heavily involved with Huawei in 5G trials and trial network builds.

The analysts expect don’t expect Chinese companies to abandon Huawei and instead rely on ZTE (which was subject to U.S export ban last year) and Datang Telecom for 5G buildout — the firm also ruled out reliance on telecom equipment vendors Nokia and Ericsson.

“Therefore, assuming that China can eventually negotiate with the US to help Huawei get out of ‘jail,’ China will very likely slow down its 5G push,” Lee wrote.

Huawei had previously been deemed a national security risk by the U.S. and the government has been urging allies to keep Huawei equipment out of 5G networks. Some have followed suit, but many in Europe have resisted a complete shutout of Huawei in next-generation networks. This in ability to convince allies not to use Huawei is one of the reasons Jeffries analysts believe the export ban decision was made, as well as the lack of progress in trade talks between the U.S. and China and the “potentially long time for its legal charges against Huawei to reach a final verdict.”  

More about the executive order here.

 

Related Articles Read More >

Ericsson Signs License Deal with Intellectual Ventures, Ending Patent Litigation
Nokia Boasts 42 Commercial 5G Pacts
FT: Huawei Cuts Meetings With US, Sends US Workers Home
Huawei Asks Court to Rule US Security Law Unconstitutional

Featured Contributions

  • Overcome Open RAN test and certification challenges
  • Wireless engineers need AI to build networks
  • Why AI chips need PCIe 7.0 IP interconnects
  • circuit board timing How timing and synchronization improve 5G spectrum efficiency
  • Wi-Fi 7 and 5G for FWA need testing
More Featured Contributions

EE TECH TOOLBOX

“ee
Tech Toolbox: Internet of Things
Explore practical strategies for minimizing attack surfaces, managing memory efficiently, and securing firmware. Download now to ensure your IoT implementations remain secure, efficient, and future-ready.

EE LEARNING CENTER

EE Learning Center
“5g
EXPAND YOUR KNOWLEDGE AND STAY CONNECTED
Get the latest info on technologies, tools and strategies for EE professionals.

Engineering Training Days

engineering
“bills
5G Technology World
  • Enews Signup
  • EE World Online
  • DesignFast
  • EDABoard Forums
  • Electro-Tech-Online Forums
  • Microcontroller Tips
  • Analogic Tips
  • Connector Tips
  • Engineer’s Garage
  • EV Engineering
  • Power Electronic Tips
  • Sensor Tips
  • Test and Measurement Tips
  • About Us
  • Contact Us
  • Advertise

Copyright © 2025 WTWH Media LLC. All Rights Reserved. The material on this site may not be reproduced, distributed, transmitted, cached or otherwise used, except with the prior written permission of WTWH Media
Privacy Policy

Search 5G Technology World