Supply Chain Research

The U.S. FCC has implemented rules that state all telecoms firms that receive government subsidies must remove Huawei and ZTE from their networks, enacting prior Trump administration legislation and causing significant telecoms equipment supply chain challenges. Aside from Nokia, Ericsson and Samsung Electronics there may also be new suppliers becoming available in Japan thanks to government investments there. U.S. imports of telecoms base stations from China already fell 23.0% year over year in the three months to Oct. 31 while those from Mexico climbed 42.2% higher. The increase in shi...