Stuart Conrad explains the nuances of Huawei's percieved threat to the US. Is it all a fear of security or is it a fear of not being the best on the US's side? For more, visit StuartConrad.com

1. Will Huawei Be
Larger Than Apple?
Most Likely
STUART CONRAD
STUARTCONRAD.COM

2. The Global
Telecom Market
Historically, to be a major player in the global telecom
market implied you’d be a dominant player in the US
markets as well. However, Huawei, China’s homegrown
tech giant, is starting to show the world that they don’t
need America to be number one. In fact, in 2018 Huawei
surpassed apple in Global smartphone sales, leaving the
company second to only Samsung.
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3. Rise of 5G Tech
In addition to its rapidly rising phone
sales on the Asian continent, Huawei is
being considered a threat to national
security due to its 5G capabilities. So
much so, that the US has taken steps to
ban Huawei’s equipment from being
distributed in the US.
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This ban is touted as being based
on spying concerns and national security
risks but one has to wonder if other
competitive factors might be at play
here.

4. Is the US falling behind?
Huawei has shown that it has the capability and technology to introduce 5G devices to the
general public and that scares the US tech leaders. There has been a rallying cry for the US-
based companies to begin work on their own 5G devices but there is some skepticism around
whether they even have the components needed to implement it.
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5. High
Expectations
As the need and demand for 5G becomes greater and
greater, the expectation that the US companies will fulfill
that requirement has started to diminish as eyes are
turning to foreign companies like Huawei. The question
remains as to whether this tech giant will be able to gain
the overall number one spot worldwide without access to
the US market. With its momentum around the rest of the
world, Huawei just might not need the US.
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6. The Fear of
Change
Fear from US officials and intelligence experts that Huawei
represents more than just tech solutions. Fear that Huawei
represents impending espionage and security risks from
Asia. But that begs the question as to whether that fear is
less fear of a possible security risk and more fear that our
own homegrown corporations may be outshined by an
international enterprise?
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7. A Call for Solidarity
The US has also called for other
countries around the world to turn a
cold shoulder to Huawei’s 5G technology.
While some seem to be heeding its
advice, others seem to be defiantly
doing their own thing. That is their
prerogative. Australia and New Zealand
have seemingly “sided” with the US on
denying access to the tech developed by
Huawei, while Germany seems on board
with its offerings.
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An even bigger picture than Huawei,
China as a whole has become a realistic
contender to usher in the new era
of exponential tech. China’s role and
impact will continue to be unveiled in the
years ahead as its size, knowledge, and
expertise all continue to expand.

8. Thank You!
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