Today, I saw a groundbreaking news that "the FCC has included China Mobile and China Telecom in the 'Security Threat List'".
The Federal Communications Commission (FCC) announced that China Telecom America, China Mobile International (USA) Co., Ltd., and Russia's Kaspersky Lab (AO Kaspersky Lab) would be included in the list of "communication equipment and services that pose a threat to U.S. national security" on the grounds of "national security.".
At present, there are eight companies on the list, in addition to the above three companies, there are Huawei, ZTE, Hytera, Hikvision and Dahua shares that were included on March 12 last year.
In the editor's view, this is a statement that is "not harmful, but extremely targeted".
To say that harm is not right is from the perspective of business operation.
Because before that, the United States, without listing the specific illegal facts of the enterprise, revoked the 214 licenses of China Telecom Americas Company and China Mobile International (USA) Co., Ltd. based on subjective speculation and suspicion, and rejected the re-application for licenses.
It is said that it is highly targeted, from the perspective of industrial impact.
Prior to this, the Chinese companies included in the list by the United States were basically engaged in technology research and development and equipment manufacturing. For example, Huawei and ZTE are the world's leading manufacturers of communication system equipment, Huawei is the world's first, ZTE is the world's fourth; Hikvision and Dahua are the "Twin Stars" in the field of video surveillance, firmly occupying the world's first and second positions; and Hytera is the leader in the field of global private network communications, which is considered to be a "private network small Huawei" in the capital market.
China Mobile and China Telecom are the world's leading telecom operators, And China Mobile has the world's largest network and user scale; China Telecom is also top-notch in this regard. It is also under the leadership and promotion of domestic operators that China's 5G industry ecology is also leading the world.
Correspondingly, 5G in the United States has a huge gap with the mainland, whether it is from the aspect of network coverage, user scale, user penetration, and the expansion of industry applications!
Therefore, this is a statement that is "not harmful, but extremely targeted"!
So, will the United States include the main players of China Mobile and China Telecom in the list? Xiaobian believes that this is basically impossible, because this operation will have a devastating impact on the global communications industry ecosystem, and will also have a devastating impact on the US ICT industry chain!
Further reading:
The so-called 214 license refers to the international telecommunications business authorization issued by the FCC in accordance with Section 214 of the United States Communications Act (1934 and 1996 revision).
(C114 Yue Ming)