Huawei seized 20 per cent of the global market, according to Bernstein Research, by producing equipment at lower prices than western rivals, triggering a wave of consolidation. In the US, where competition has been effectively curbed, Ericsson and Alcatel-Lucent have a duopoly.
伯恩斯坦研究公司(Bernstein Research)表示,通过以比西方竞争对手更低的成本生产设备,华为占据了全球20%的市场,导致电信业出现一波整合浪潮。在竞争被有效抑制的美国市场,则是爱立信与阿尔卡特-朗讯双头垄断的格局。
The best thing for US consumers would be to admit Huawei and ZTE with safeguards. In the UK, Huawei’s equipment is examined by former staff of GCHQ, the UK intelligence service, before being used by BT. The US and Australia, which has barred Huawei from a planned network, could go further.
最有利于美国消费者的选择,应该是允许华为和中兴进入美国市场,同时采取防范措施。在英国,华为的设备在交付英国电信使用前,要经过英国情报机构“政府通信总部(GCHQ)前工作人员的检验。美国及禁止华为投标本国一个网络项目的澳大利亚,完全可以提出进一步的要求。
The US might require Huawei to list in London or New York to illuminate who owns the company; submit technology to the NSA; and separate its US division like a defence group. It could even demand the dissolution of its Communist party committee. What it cannot do is recreate the past.
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