Telecoms.com Podcast

Trade war, Huawei and vRAN

Apr 7, 2025
In a lively discussion, the hosts tackle the ramifications of U.S. trade tariffs, comparing them to historic protectionist policies and exploring their impact on the telecom sector. Huawei's surprising growth amid geopolitical strife ignites debate, while the pros and cons of virtual RAN technologies reveal their transformative potential. The conversation flows into the complexities of global supply chains and corporate strategies in a shifting landscape, highlighting emerging partnerships and tech market trends.
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ANECDOTE

Smoot-Hawley Tariffs

  • The Smoot-Hawley Tariff Act of the 1930s worsened the Great Recession, turning it into the Great Depression.
  • Current tariffs are even higher, potentially suppressing economic activity further.
INSIGHT

Protectionism's Appeal

  • Protectionism offers political and economic incentives, like employing more people and boosting domestic manufacturing.
  • However, these incentives don't apply to the US, which already has low unemployment and thrives on services.
ANECDOTE

Trump's "Liberation Day"

  • Trump declared the day he imposed tariffs as "Liberation Day", releasing a cheesy video montage.
  • This video, sourced from Fox News, portrays the tariffs positively.
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