Huaweiの制限措置：5G市場への影響

当レポートでは、Huaweiの制限措置の5G市場への影響を調査し、制限措置の背後・動機、制限措置の種類、地域的動向、制限措置による各種影響、関連事業者への提言などをまとめています。

第1章 イントロダクション

第2章 制限措置の背後・動機

• 技術的懸念
• 地政学的緊張の高まり

第3章 ベンダー制限措置の種類

• ネットワーク展開の制限
• サプライチェーンへのアクセス制限

第4章 制限措置：世界の概要

• 北米・ラテンアメリカ
• 欧州
• アジア太平洋
• 中東・アフリカ

第5章 ベンダーの5G展開を制限する政府決定の影響

• 技術・標準化への影響
• 制限を決定する国への直接的影響

第6章 推奨事項

• 通信サービスプロバイダー
• インフラベンダー
• 規制当局・公的機関

第7章 総論

Actionable Benefits:

• Assist CSPs to develop an optimal response to potential vendor restrictions.

• Provide an overview of current vendor restrictions by continental region & country.

• Help new infrastructure vendors to grasp the opportunity that arises for them from Huawei & ZTE restrictions.

Critical Questions Answered:

• What are the impacts of vendor restrictions on 5G standardization and rollout?

• What effect will the Huawei trading restrictions have on global supply chains and the U.S. American semiconductor industry?

• How will these restrictions affect ORAN adoption?

• How will vendor restrictions influence economic market dynamics (price pressure & competition)?

Research Highlights:

• Comprehensive picture of the status quo on vendor restrictions.

• Detailed Analysis of supply & value chain for 5G deployments.

• Economic Impact analysis of imperfect competition, induced by vendor restrictions.

  Who Should Read This?

• Decision-makers within governments and regulatory bodies who are responsible for decisions on vendor restrictions.

• Leading strategists for CSPs that develop long-term business strategies.

• Senior decision makers within infrastructure vendors seeing their optimal response to vendor restrictions.

Companies Mentioned:

TABLE OF CONTENTS

1. INTRODUCTION

2. MOTIVATIONS BEHIND THE RESTRCTIONS

• 2.1. Technology Concerns
• 2.2. Increasing Geopolitical Tensions

3. TYPES OF VENDOR RESTRICTIONS

• 3.1. Restrictions on Network Deployments
• 3.2. Restricting Access to Supply Chains

4. GLOBAL OVERVIEW OF RESTRICTIVE LEGISLATION

• 4.1. North America and Latin America
• 4.2. Europe
• 4.3. Asia-Pacific
• 4.4. Middle East & Africa

5. IMPLICATIONS OF GOVERNMENTAL DECISIONS TO RESTRICT VENDORS FROM 5G DEPLOYMENTS

• 5.1. Technology and Standardization Implications
• 5.2. Direct Implications for Countries Deciding for Restrictions

6. RECOMMENDATIONS

• 6.1. Communication Service Providers
• 6.2. Infrastructure Vendors
• 6.3. Regulators and Public Authorities

7. CONCLUDING REMARKS