U.K. Gives Huawei Partial 5G Role

The transcript discusses Huawei's involvement in the UK's 5G market, focusing on the 35% market cap imposed by the UK government. Huawei's strategy, market share, and the economic impact of this cap are explored. The discussion also covers the implications for carriers like EE and Vodafone, and the early stages of 5G and FTTP rollout. The transcript concludes with insights into Huawei's focus on the radio access network rather than the core network, highlighting the revenue distribution in the 5G market.

What percentage of the market is Huawei allowed to supply 5G technology to in the UK?

• 55%

• 25%

• 35%

• 45%

What is Huawei's strategy in response to the potential decline of the 35% cap?

• Maintain current market share

• Focus on other European markets

• Increase market share aggressively

• Exit the UK market

What is the UK government's stance on the supply chain for 5G technology?

• Monopolize the market

• Exclude foreign companies

• Increase the number of competitors

• Reduce the number of competitors

How much of Huawei's global revenue does the UK market represent?

• 1%

• 15%

• 5%

• 10%

What is the significance of the UK market to Huawei beyond revenue?

• It is the largest market for Huawei

• It holds reputational significance

• It is a testing ground for new products

• It is a major production hub

What is the primary focus of Huawei's 5G strategy in the UK?

• Increasing fiber to the home

• Focusing on the radio access network

• Expanding into retail markets

• Developing the 5G core

What portion of the 5G equipment network revenue does the core network represent?

• 20-25%

• 15-20%

• 10-15%

• 5-10%