For me, there is a deeper issue that threatens the Chinese telecom industry more than tradewars, Huawei bans, etc,. And that is Qualcomm's monopoly. This is bad enough when companies like Apple and Intel has complained about it, Qualcomm getting fined not just in China, but in Taiwan, South Korea and the EU, with a pending investigation in the United States. The more recent company that has complained about Qualcomm is LG. This is my idea how Huawei can move forward and how the Chinese smartphone industry can deal with the Qualcomm threat. First, one needs the realization that the smartphone business has become commoditized and has become a thin margin business. So thin, smartphone divisions are either losing money or barely making. Even Samsung makes much more money selling displays and memory ships to smartphones than their smartphones themselves, and lately Samsung's mojo on the smartphone business has changed. Sony's smartphone business is a money loser but the company profits from selling image sensors for smartphone cameras. The key thing is that there is more business to be made selling components and chips, and its better to leave the smartphone bueinss to nimble, efficient companies like Oppo and OnePlus. My idea is that Huawei should spin off its smartphone division into a separate company, either by selling it completely or at least keep a minority stake. The new company can be free from the political scrutiny against Huawei. It will have its own independent management. Instead, Huawei should concentrate on selling semiconductors, namely, its Kirin SOC line and its modem chips, to the smartphone companies, putting it in direct competition with Qualcomm, giving Qualcomm a real competitor. We are talking of companies here that used to compete with Huawei on the smartphone business, like Xiaomi, Oppo, Vivo, OnePlus, Meizu, Lenovo/Motorola, even ZTE's Nubia division. By selling off its smartphone division, Huawei will now look neutral to the smartphone companies. Its spun off smartphone company can still buy Kirin chips, but they're also free to buy Qualcomm if they wish.