For discussion If Huawei is the world's only 5G supplier in the world, is the US shooting itself in the foot by trying to ban Huawei? The Canadian telecom companies also estimate that the presence of Huawei has reduced equipment prices by 15%. Otherwise they'd be stuck only with Ericsson, Nokia, Cisco. 1. So the USA will face higher costs for its 5G network when compared to China. 2. The deployment of that 5G network and 5G devices will also be delayed. Previously the USA could rely on the sheer scale of its domestic market, in order to create companies that could buy or bankrupt their smaller foreign competitors, even if they were more advanced. But the Chinese market is now bigger than the USA in most respects eg. telecoms, autos, online, etc In fact, the overall market for Chinese consumer retail goods is projected to be worth $5.8 Trillion in 2018, which is would be larger than the US figure. Note that Chinese retail growth is a lot higher as well. 1. So domestic Chinese companies should have a cost and time advantage in terms of 5G availability. 2. At the same time, Chinese companies will have a larger domestic market for the next generation of businesses based around 5G connectivity. Think self-driving cars, VR, AR, telemedicine, internet of things, retail, etc That sets the stage for Chinese companies to be first to build new 5G businesses to scale, and then to expand globally. And the value of these businesses should be much greater than Huawei being shut out of the 5G infrastructure rollout in the USA. Comments?