Pierre1 schreef op 7 juli 2020 09:55:
Ik denk dat dit bericht van invloed is op de koers van Ericsson en Nokia vandaag. Beide betrekken componenten van Panda Electronics.
Ericsson 5G gear revealed to contain components from company with close ties to Chinese military
Jul. 6, 2020 7:14 PM ET|About: Telefonaktiebolaget LM Er... (ERIC)|By: David Jackson, SA News Editor
Australian news organizations report that Ericsson (NASDAQ:ERIC) sources critical components for its 5G wireless equipment from a joint venture with Panda Electronics group. The JV, based in China, produces 5G antenna equipment for Australian wireless carriers Telstra and Optus.
A recent letter from the Pentagon to US lawmakers included a list of what it claimed were 20 Chinese military-linked companies operating in America. Panda Electronics was among them.
Ericsson has been seen as a safe alternative to Huawei, the Chinese 5G equipment provider designated by the FCC as a security threat. However, Huawei reportedly has close ties with Panda, which has now been revealed to supply Ericsson via a JV.
"Although Australia banned the world's biggest 5G builder Huawei from participating in the rollout of the network over national security concerns, Chinese-made components vulnerable to foreign interference will still end up powering the next-generation technology", argued the Australian Daily Mail.
According to The Sydney Morning Herald, Ericsson said it was aware of the recent US classification of Panda Electronics, but believed its joint-venture in China was not affected "since its operation and purpose are non-military". An Ericsson spokeswoman told the Herald that it was also the majority owner of the China joint venture through a 51 per cent stake.
David Goldman, writing in the Asia Times, argues that "Huawei’s two main competitors, Ericsson (ERIC) and Nokia (NYSE:NOK), are just as vulnerable to Chinese spying as Huawei, because they depend on the same Chinese components."