In Osaka, Japan this past Saturday, President Donald Trump met with Xi Jinping, who holds the triple titles of President of the People's Republic of China, Chairman of the Central Military Commission, and General Secretary of the Communist Party of China. After the two men met, President Trump said that "U.S. companies can sell their equipment to Huawei. I'm talking about equipment where there is no great national emergency problem with it."
Let's rewind however to three weeks ago on June 6th, when a threat briefing titled "5G, Huawei and China's Digital Imperialism", conducted by The Committee on the Present Danger: China (CPDC), sought to highlight the inherent problem with allowing Huawei to help build 5G networks right here in the United States. The general issue, opponents say, is that allowing Huawei to help build America's 5G network would essentially give our military and economic competitor unfettered access to our nations' cellular access, thus becoming a national security threat.
To clarify, America's 5G network, or fifth-generation cellular wireless, is so important because of the advancements it will bring to industrial and manufacturing sectors. 5G will achieve these advancements because of three new aspects: speed, latency, and wide connection. 5G will allow for much greater speeds to move more data, lower latency means smartphones, hubs, sensors, and smart devices will be more responsive, and lastly, many more devices will be able to connect at once. 5G may not be revolutionary, but it will be evolutionary in the same way the introduction of 3G, and 4G LTE cellular networks were slowly transformative to the wireless industry. Huawei is in a technological position to help install and deliver 5G globally, which brings us back to what the CPDC were discussing during their 5G, Huawei and China's Digital Imperialism threat briefing.
On June 7th, the day after President Trump met with President Jinping, the CPDC released a statement reminding President Trump that he declared in an Executive Order, that there is a national emergency in regards to Huawei being a "foreign adversary."
On June 30th the CPDC released a statement that read in part, "The Committee on the Present Danger: China (CPDC) believes that all provision of products and services and licensing of technology to Huawei undermine the security of the United States, its allies, and partners… The CPDC believes that the national emergency Mr. Trump rightly declared must preclude any further provision of goods, services, and technology to Huawei as such provision would inevitably enable the threat posed by that company to grow."
During the June 6th threat briefing conducted the CPDC, three of their panelists made dire recommendations. These panelists were Andrew Whitney, a strategic technology investor in the energy, computation, and communications sectors, Kevin Freeman, author and host of "Economic War Room with Kevin Freeman" on Blaze TV, and a Chartered Financial Analyst, and Gordon Chang, an author, expert on China and a commentator.
Andrew Whitney, Kevin Freeman, and Gordon Chang argued that China, and Huawei by extension, represented a grave and perilous threat to not only the United States but also its Allies and partners around the world.
The Huawei story will be no-doubt constantly developing and how they are affected, or not, by President Trump's tariff's and economic restrictions remains to be seen. Clearly being barred from working with Google would be detrimental to not just Huawei's smartphone business, but even that threat seems to have been rescinded, for now, thus allowing Huawei smartphones to continue access to Google Play services, receiving regular updates, and very important security patches from Google.