The outbreak and spread of the Coronavirus aroused global doubts about the Chinese government鈥檚 credibility and trustworthiness鈥攁nd no wonder. With the evidence mounting that, even when Beijing and President Xi Jinping knew how deadly the initial outbreak was, they allowed Chinese citizens to travel and spread the virus to other countries, everyone has to ponder the risks of doing business with China鈥攊ncluding companies that are only extensions of the Chinese Communist Party鈥檚 will.
That includes the telecom giant Huawei. In the middle of Huawei鈥檚 push to dominate the future of telecommunications with 5G鈥攚ith 90-plus countries signed up as partners鈥攖he coronavirus outbreak threatened to be a public relations disaster. Huawei CEO Ren Zhengfei, however, didn鈥檛 let himself get caught on his back foot. Realizing that the future of Huawei鈥檚 5G empire was at stake, he launched a charm offensive to reassure his company鈥檚 Western partners. Huawei donated large quantities of medical supplies to countries that are crucial to its 5G strategy, including 6 million medical masks to Canada (never mind that Spain, Turkey and The Netherlands鈥攁nother recipient of Ren鈥檚 largesse鈥攈ave all complained about the faulty medical equipment they鈥檝e gotten from China).
Now the charm offensive is over. as early as February Ren was telling employees 鈥渢he company has entered a state of war.鈥� He urged them to 鈥渟urge forward, killing as you go, to blaze us a trail of blood.鈥� (the language in a transcript of Ren鈥檚 remarks was confirmed by two Huawei employees).
Who is Huawei at war with, if only metaphorically? Answer: The United States government and the Trump administration, who are trying to warn allies and others about the dangers of relying on Huawei for their 5G future, given the firm鈥檚 record as an alleged cyber and IP thief and its reputed deep ties to Chinese military and spy agencies.
Huawei sees the struggle over 5G as the equivalent of war. We need to start doing the same, because who dominates 5G will dominate the world.
Right now the main battleground is Europe. As I described the clash of telecom armies has been most intense in Britain, where prime minister Boris Johnson鈥檚 personal experience with the disease Beijing lied about to the world, has made him wary of handing over Britain鈥檚 5G future to one of Xi鈥檚 favorite companies.
Yet the Trump administration鈥檚 case for joining its ban on Huawei technology, and for a Huawei-free 5G option, has been growing weaker. On the one hand, COVID has damaged China鈥檚 reputation, and with it Huawei鈥檚. But Beijing and Ren hope that the pandemic has done even more damage to that of the U.S. Our prolonged lockdown economy, and the George Floyd-inspired demonstrations and riots in major cities, give Europeans and others a picture of an America in chaos. Who will be the best partner and guide to your future, Ren can ask his potential customers, the U.S. or China?
Germany, it seems, has made its choice. Chancellor Angela Merkel鈥檚 cozy relationship with Beijing (compared to her frigid dealings with Trump) is mirrored by Deutsche Telekom鈥檚 coziness with Huawei. So has Italy. Other allies, including Canada, still hover uncomfortably on the fence. But if we don鈥檛 respond to Huawei鈥檚 effective declaration of war, the U.S.-led 5G effort will look more than Dieppe than D-Day鈥攁 doomed experiment in establishing a beachhead that only leaves burning landing craft along the strand.
Thus far the US doesn鈥檛 have a Ren, or a Patton or MacArthur to lead its 5G campaign. Current officials overseeing our telecom policy are doing what they can. But taking the anti-Huawei 5G case abroad requires clear understanding of both the technology and the geopolitical stakes. It means pressing the U.S. case convincingly on skeptical European and Middle East audiences, not to mention in Latin America where Huawei鈥檚 growing influence has been the clearest assault on the Monroe Doctrine since Soviet nuclear weapons turned up in Cuba.
Ren Zhengfei鈥檚 鈥渢rail of blood鈥� language wasn鈥檛 meant literally: but it shows he understands that who dominates 5G will dominate the 21st century.
Do we?
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