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> China can actually supply most what ZTE needs to build functional telecom products ... it is just that they won't be competitive enough commercially. If both Huawei and ZTE were denied access to US products the pair could probably survive nicely in a closed Chinese market with somewhat inferior but perfectly functional offerings to Chinese telecoms.

There are other markets than the USA. SE Asia is flooded with phones from Oppo, Ding-ding etc which never sell in the USA anyway. And if China's RF chips are slightly out of standards compliance, as long as they work with Chinese base stations all will be fine in most markets.

The US has overplayed its hand.




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