紐西蘭禁止使用華為設備來搭建5G網絡,華為的下一步計劃是什麼?

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Huawei Technologies, the world’s largest telecommunications equipment supplier, could be facing tough prospects in its overseas markets amid reports that the United States has put pressure on its closest allies to block the Chinese company from taking part in 5G mobile network projects because of security concerns.

全球最大的電信設備供應商華為技術有限公司的海外市場未來前景嚴峻。

有報導稱,出於安全的擔憂,美國向其關係密切的同盟國施加壓力,要求其同盟拒絕使用華為設備來搭建自己的5G行動網路。

Questions about the security of Huawei’s equipment re-emerged this week after Spark, the biggest telecoms network operator in New Zealand, said in a statement on Wednesday that the country’s intelligence agency blocked its proposal to use the Chinese firm’s equipment for its 5G development plans.

本周三,有關華為的安全性問題再次被提到,Spark公司(紐西蘭最大的電信網絡運營商)對外宣告,紐西蘭情報機構禁止公司使用華為設備搭建5G行動網路。

National security was also the reason behind the decision made by the government of neighbouring Australia in August to bar Shenzhen-based Huawei and ZTE Corp from supplying 5G equipment to the country’s telecoms carriers.

今年8月澳大利亞政府決定禁止澳大利亞電信運營商從華為和中興公司採購5G設備,其原因也是國家安全問題。

New Zealand’s ban on Huawei network equipment followed last week’s Wall Street Journal report, which cited anonymous sources, about the US government exerting increased pressure on foreign allies to ditch Huawei gear that it considered a threat to cybersecurity.

在紐西蘭禁止華為網絡設備之前,《華爾街日報》上周報導稱,根據匿名人士爆料說,美國政府進一步向其同盟國施壓,要求它們放棄使用華為的設備。

美國政府認為華為的設備對國家的網絡安全構成了威脅。

Washington’s campaign on strong telecoms safeguards appear to focus on the countries belonging to the intelligence alliance known as the Five Eyes, which comprise the US, Canada, the United Kingdom, Australia and New Zealand. Three of those five allies have now made a stand against Huawei.

華盛頓的加強電信保護活動主要是發動五眼聯盟(西方情報共享聯盟)的成員國禁止使用華為。

五眼聯盟由美國、加拿大、英國、澳大利亞和紐西蘭組成。

這5個國家中其中已經有3個國家終止了和華為的合作。

Last month, US lawmakers urged Canada to drop Huawei from the country’s 5G network development plans. The UK, so far, remains a market where Huawei technology is welcome.

上個月,美國在極力勸說加拿大,要求其放棄使用華為設備來搭建5G網絡。

到目前為止,華為仍在英國市場熱銷。

Europe is not expected to abandon Huawei and Chinese telecoms equipment in general, according to a recently published report by Jefferies equity analyst Edison Lee.

根據Jefferies公司的分析師Edison Lee最近發布的一篇研究報告顯示,預計歐洲會繼續使用華為和其他中國電信設備。

「We believe the key now is Europe, in which Huawei has an estimated [telecoms equipment] market share of 40 per cent,」 said Lee, who covers Hong Kong-listed ZTE, China Mobile, China Unicom and China Telecom.

「關鍵是歐洲是否繼續使用華為產品,華為在歐洲電信設備市場的市場份額占到40%。

」Edison Lee說,Edison Lee在中興、中國移動、中國聯通、中國電信都擔任過電信分析師。

Maintaining its business ties in Europe would be a big deal for Huawei because Lee estimated the continent’s share of global telecoms capital expenditure is between 25 per cent to 30 per cent. Huawei has been a major supplier of 4G network equipment to many telecoms carriers in Europe.

對於華為來說,維持歐洲的業務相當重要,Edison Lee估計,歐洲市場占每年全球電信資本總支出的25%-30%。

華為一直是歐洲很多家電信運營商的主要合作夥伴,給各個電信運營商提供4G網絡設備。

「Technologically, all European telecoms operators are planning on migrating from 4G to 5G Non-Stand-alone (NSA) only,」 he said.

Edison Lee表示:「從技術上講,所有歐洲電信運營商都計劃搭建5G NSA(非獨立組網)網絡。

In spite of the security concerns raised by the US against it, Huawei said at a mobile broadband conference in the UK earlier this month that it had already signed 22 5G equipment supply contracts.

儘管美國就使用華為設備提出了安全問題的擔憂,但這個月初華為在英國的行動網路會議上表示,他們已經簽了22份供應5G設備的合同。

「Since China has not even made 5G spectrum decisions, we assume those 22 contracts are all overseas,」 Lee said.

「由於中國還沒有確定搭建5G網絡,所以我們猜測這22份合同都來自海外。

」Edison Lee說。

Privately held Huawei, caught in a vortex between the world’s two largest economies amid an escalating trade and technology war, has faced several setbacks for its global businesses this year.

隨著貿易戰和技術戰的不斷升級,華為陷入了世界兩大經濟體的漩渦中,今年在全球的業務多次受挫。

The US government has blacklisted almost all of Huawei’s business in the country, apart from ramping up efforts to persuade allies to do the same. Washington has maintained that Huawei’s close ties with the Chinese government pose fundamental threats to national security.

美國已經終止了與華為的所有合作,還極力要求其同盟國不要使用華為設備。

美國認為華為與中國政府關係密切,這嚴重威脅到他們國家信息的安全。

Huawei has denied all the security claims as well its ties with the Chinese government.

華為否認對各國造成了信息安全問題,同時也否認了與中國政府的捆綁關係。

「As a leading global supplier of telecoms equipment, we remain committed to developing trusted and secure solutions for our customers,」 Huawei said in a statement, adding that its 5G equipment is already being deployed by major carriers around the world.

華為表示,作為全球領先的電信設備供應商,我們一直致力於為客戶開發可信和安全的方案。

其5G設備已經被世界各地的主要電信運營商使用。

Eric Xu, one of the rotating chairmen at Huawei, told CNBC in an interview on Thursday that the move by US to bar the company from its market could end up hurting the country’s ambitions in 5G.

周四,華為副董事長徐直軍在接收CNBC採訪時表示,美國禁止使用華為設備可能損害到中國期望在5G領域保持世界領先的雄心。

"For Huawei, as leader in 5G technology, we don't have the opportunity to serve the U.S. consumer with 5G solutions and services, then the U.S. market is a market without full competition while still blocking leading players from participation,」 Xu said in the interview. 「Now, I'm not sure whether they can really deliver their objective of becoming the world's No. 1 in 5G.」

「對於華為來說,作為5G技術的領導者,我們沒有機會為美國消費者提供5G的解決方案和服務,這表明美國市場是一個沒有充分競爭的市場,仍然在阻礙著領先企業參與該市場。

現在,我不確定他們能否真正實現成為5G時代全球第一的目標。

」徐直軍在採訪中說。

In a recent list commending 100 extraordinary contributors to China’s economic development that was published by the Chinese government mouthpiece People’s Daily, Ren Zhengfei, the 74-year-old founder of Huawei, was not included, which drew wide public speculation that the company was distancing itself from any association with Beijing. Huawei declined to comment on the list.

《人民日報》最近發表了一份名單,該名單列舉了100位對中國經濟發展做出傑出貢獻的人,對他們提出表彰。

74歲的華為創始人任正非不在這份名單中,華為拒絕對此事發表評論。

Huawei, which has 170,000 employees and operations in about 160 countries and territories, still must contend with US pressure.

華為擁有17萬多名員工,華為的產品和解決方案已經應用於全球160多個國家。

面對美國的壓迫,華為必須與之抗爭。


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