As network equipment providers pivot towards disaggregated software and hardware to meet the increasing complexities of telco operators’ and web-scale enterprises’ networks, they face a number of global challenges.
In his article, “All Hell is going to Break Loose: China – US Trade War hit DEFCON 1,”
Earl Lum, one of the best analysts in macrocell transceiver and baseband unit markets, cogently addresses the intertwined nature of the global network equipment supply chain and the potential consequences of US government actions related to tariffs on China, and specifically to Huawei and ZTE, on equipment vendors in the global teleco market. As a result of surging connected car manufacturers’ demand, many are already seeing a shortage of micro-electronic components. This is not the time to look ahead through pin-holes.